Southwest Airlines Company (LUV) Ownership

29.70 ↓0.11 (-0.37%)

As of August 30, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southwest Airlines Company (LUV), owning a total of 67.6 million shares. Combined, the top 34 institutional holders of LUV own 79.70% of the company with a total of 477.2 million shares.

In the latest ownership report on June 30th 2024, the top 34 institutional holders increased their combined ownership of LUV by 15.6 million shares. 10 institutions bought 22,573,670 total additional shares and increased their ownership by an average of 44.63%. However 3 institutions sold 7,007,816 total shares and decreased their ownership by an average of 11.46%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Southwest Airlines Company increased by a net total of 15,565,854 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.283%	0.050%	67,603,239	33,466	2024-06-30
Capital World Investors	9.667%	-5.703%	57,919,417	-3,502,770	2024-06-30
PRIMECAP Management Company	8.330%	-0.686%	49,908,845	-344,483	2024-06-30
BlackRock Inc	5.677%	1.702%	34,014,617	569,383	2024-06-30
T. Rowe Price Associates, Inc.	4.675%	19.381%	28,011,647	4,547,475	2024-06-30
Goldman Sachs Group Inc	2.131%	400.714%	12,769,058	10,218,887	2024-06-30
Artisan Partners Limited Partnership	1.800%	0.053%	10,783,131	5,659	2024-06-30
T. Rowe Price Investment Management,Inc.	1.356%	-28.005%	8,125,180	-3,160,563	2024-06-30
Provident Trust Company	1.308%	0.962%	7,835,186	74,661	2024-06-30
American Century Companies Inc	1.156%	0.248%	6,925,171	17,123	2024-06-30
Elliott Investment Management L.P.	1.001%	0.000%	6,000,000	6,000,000	2024-06-30
Dimensional Fund Advisors, Inc.	0.973%	21.581%	5,828,166	1,034,496	2024-06-30
Northern Trust Corp	0.770%	1.598%	4,611,111	72,520	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.283%	0.050%	67,603,239	33,466	2024-06-30
Capital World Investors	9.667%	-5.703%	57,919,417	-3,502,770	2024-06-30
PRIMECAP Management Company	8.330%	-0.686%	49,908,845	-344,483	2024-06-30
State Street Corporation	6.688%	-1.340%	40,073,824	-544,242	2024-03-31
BlackRock Inc	5.677%	1.702%	34,014,617	569,383	2024-06-30
T. Rowe Price Associates, Inc.	4.675%	19.381%	28,011,647	4,547,475	2024-06-30
Franklin Resources Inc	2.258%	4,956.080%	13,528,650	13,261,078	2024-03-31
Geode Capital Management, LLC	2.234%	2.151%	13,382,107	281,838	2024-03-31
Putnam Investments LLC	2.206%	8.618%	13,161,598	1,044,292	2023-12-31
Putnam Investments, LLC., a Franklin Templeton com	2.199%	8.618%	13,161,598	1,044,292	2023-12-31
Goldman Sachs Group Inc	2.131%	400.714%	12,769,058	10,218,887	2024-06-30
Artisan Partners Limited Partnership	1.800%	0.053%	10,783,131	5,659	2024-06-30
Wellington Management Company LLP	1.735%	32.343%	10,395,721	2,540,602	2024-03-31
Ameriprise Financial Inc	1.642%	-0.876%	9,836,769	-86,883	2024-03-31
T. Rowe Price Investment Management,Inc.	1.356%	-28.005%	8,125,180	-3,160,563	2024-06-30
Barrow Hanley Mewhinney & Strauss LLC	1.331%	-29.684%	7,939,635	-3,351,653	2023-09-30
Provident Trust Company	1.308%	0.962%	7,835,186	74,661	2024-06-30
JPMorgan Chase & Co	1.275%	-20.323%	7,607,067	-1,940,327	2023-09-30
Morgan Stanley - Brokerage Accounts	1.177%	-1.842%	7,049,919	-132,260	2024-03-31
American Century Companies Inc	1.156%	0.248%	6,925,171	17,123	2024-06-30
Amvescap Plc.	1.032%	16.775%	6,185,523	888,584	2024-03-31
FMR Inc	1.008%	3.289%	6,041,451	192,373	2024-03-31
Elliott Investment Management L.P.	1.001%	0.000%	6,000,000	6,000,000	2024-06-30
Dimensional Fund Advisors, Inc.	0.973%	21.581%	5,828,166	1,034,496	2024-06-30
Northern Trust Corp	0.770%	1.598%	4,611,111	72,520	2024-06-30
US Global Investors Inc	0.674%	-34.977%	4,038,185	-2,172,162	2024-03-31
Millennium Management LLC	0.658%	20.869%	3,915,918	676,120	2022-12-31
Lazard Asset Management LLC	0.604%	1.864%	3,592,071	65,713	2022-09-30
Bank of New York Mellon Corp	0.576%	0.983%	3,424,695	33,341	2022-12-31
Balyasny Asset Management LLC	0.573%	122.302%	3,404,825	1,873,207	2022-09-30
Bank of America Corp	0.558%	-9.606%	3,316,119	-352,385	2022-09-30
Charles Schwab Investment Management Inc	0.498%	2.705%	2,955,609	77,842	2022-09-30
Prudential Financial Inc	0.460%	382.082%	2,729,729	2,163,492	2022-06-30
TWINBEECH CAPITAL LP	0.184%	0.000%	1,102,454	1,102,454	2024-03-31

Mutual Fund Ownership

2ndVote Advisers LIF Index is the biggest individual fund holder of Southwest Airlines Company (LUV), owning a total of 65 million shares. Combined, the top 35 mutual fund holders of LUV own 65.06% of the company with a total of 389 million shares.

In the latest ownership report on July 31st 2024, the top 35 fund holders increased their combined ownership of LUV by 5.1 million shares. 2 funds bought 5,276,555 total additional shares and increased their ownership by an average of 25.28%. However 3 funds sold 143,561 total shares and decreased their ownership by an average of 0.52%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Southwest Airlines Company increased by a net total of 5,132,994 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.132%	-0.215%	18,767,995	-40,450	2024-07-31
Vanguard Institutional 500 Index Trust	2.591%	0.926%	15,522,107	142,338	2024-07-31
Putnam Large Cap Value A	2.584%	49.628%	15,479,684	5,134,217	2024-07-31
Vanguard Mid Cap Index Institutional	2.138%	-0.087%	12,808,248	-11,166	2024-07-31
SPDR® S&P 500® ETF Trust	1.194%	-1.269%	7,152,905	-91,945	2024-07-31
iShares Core S&P 500 ETF	1.081%	0.000%	6,477,092	0	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
2ndVote Advisers LIF Index	10.899%	0.000%	64,972,983	0	2023-03-31
Vanguard PRIMECAP Inv	4.240%	0.000%	25,401,478	0	2024-06-30
American Funds American Balanced A	3.607%	-10.113%	21,609,018	-2,431,200	2024-06-30
Vanguard Total Stock Mkt Idx Inv	3.132%	-0.215%	18,767,995	-40,450	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	1.961%	18,427,274	354,454	2023-03-31
Vanguard Institutional 500 Index Trust	2.591%	0.926%	15,522,107	142,338	2024-07-31
Putnam Large Cap Value A	2.584%	49.628%	15,479,684	5,134,217	2024-07-31
Vanguard 500 Index Investor	2.407%	0.635%	14,338,579	90,437	2023-08-31
Vanguard Mid Cap Index Institutional	2.138%	-0.087%	12,808,248	-11,166	2024-07-31
American Funds Growth Fund of Amer A	2.081%	0.000%	12,468,249	0	2024-06-30
Capital Group Growth Fnd of Amer Comp	2.081%	0.000%	12,468,249	0	2024-06-30
Putnam US Large Cap Value Equity	1.727%	42.489%	10,345,467	3,084,919	2024-06-30
American Funds Washington Mutual A	1.679%	-6.644%	10,061,229	-716,082	2024-06-30
Capital Group Wash Mutual Invtrs Comp	1.679%	-6.644%	10,061,229	-716,082	2024-06-30
Vanguard Capital Opportunity Inv	1.425%	-0.292%	8,539,489	-25,000	2024-06-30
Fidelity 500 Index	1.221%	0.715%	7,315,412	51,954	2024-06-30
SPDR® S&P 500® ETF Trust	1.194%	-1.269%	7,152,905	-91,945	2024-07-31
SPDR® S&P 500 ETF Trust	1.189%	0.702%	7,114,413	49,560	2024-05-30
American Funds Income Fund of Amer A	1.163%	11.703%	6,965,000	729,722	2024-06-30
Fidelity® 500 Index	1.157%	0.803%	6,896,644	54,944	2023-10-31
iShares Core S&P 500 ETF	1.081%	0.000%	6,477,092	0	2024-07-31
T. Rowe Price Mid-Cap Value	1.060%	65.863%	6,351,131	2,521,976	2024-06-30
T. Rowe Price US Mid-Cap Value Equity	1.060%	65.863%	6,351,131	2,521,976	2024-06-30
US Global Jets ETF	1.042%	-0.338%	6,210,347	-21,048	2023-12-29
Hartford Dividend and Growth Y	1.021%	0.000%	6,109,713	0	2024-03-31
Vanguard PRIMECAP Core Inv	0.975%	0.000%	5,842,969	0	2024-06-30
T. Rowe Price Mid-Cap Growth	0.918%	9.984%	5,492,500	498,600	2024-03-31
T. Rowe Price US Mid-Cap Growth Equity	0.918%	9.984%	5,492,500	498,600	2024-03-31
Vanguard Value Index Inv	0.873%	0.605%	5,199,919	31,263	2023-08-31
T. Rowe Price Equity Income	0.867%	2.668%	5,195,000	135,000	2024-06-30
Vanguard Mid-Cap Value ETF	0.860%	-3.353%	5,118,463	-177,584	2023-06-30
T. Rowe Price US Lg-Cp Equity Inc Comp	0.854%	1.288%	5,110,000	65,000	2023-12-31
American Century U.S. Mid Cap Value	0.768%	7.584%	4,569,372	322,098	2022-12-31
American Century Mid Cap Value Inv	0.768%	7.584%	4,569,372	322,098	2022-12-31
Vanguard Institutional Index I	0.708%	-1.117%	4,201,328	-47,444	2022-11-30