Southwest Airlines Company (LUV) Ownership

31.97 ↑0.18 (0.57%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Southwest Airlines Company (LUV), owning a total of 68.2 million shares. Combined, the top 38 institutional holders of LUV own 94.24% of the company with a total of 564.8 million shares.

In the latest ownership report on September 30th 2024, the top 38 institutional holders increased their combined ownership of LUV by 835 thousand shares. 2 institutions bought 1,938,856 total additional shares and increased their ownership by an average of 14.61%. However 4 institutions sold 1,103,402 total shares and decreased their ownership by an average of 1.88%.

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 835,454 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	11.376%	0.923%	68,227,067	623,828	2024-09-30
Capital World Investors	9.583%	-0.771%	57,472,866	-446,551	2024-09-30
PRIMECAP Management Company	8.282%	-0.480%	49,669,524	-239,321	2024-09-30
American Century Companies Inc	1.100%	-4.746%	6,596,486	-328,685	2024-09-30
FMR Inc	0.994%	28.303%	5,961,360	1,315,028	2024-09-30
Dimensional Fund Advisors, Inc.	0.957%	-1.524%	5,739,321	-88,845	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.376%	0.923%	68,227,067	623,828	2024-09-30
Capital World Investors	9.583%	-0.771%	57,472,866	-446,551	2024-09-30
PRIMECAP Management Company	8.282%	-0.480%	49,669,524	-239,321	2024-09-30
State Street Corporation	6.688%	-1.340%	40,073,824	-544,242	2024-03-31
State Street Corp	6.619%	-0.936%	39,698,804	-375,020	2024-06-30
BlackRock Inc	5.672%	1.702%	34,014,617	569,383	2024-06-30
T. Rowe Price Associates, Inc.	4.671%	19.381%	28,011,647	4,547,475	2024-06-30
Franklin Resources Inc	3.431%	52.111%	20,578,518	7,049,868	2024-06-30
Nomura Holdings Inc	3.304%	27,439.100%	19,815,789	19,743,834	2024-06-30
Morgan Stanley - Brokerage Accounts	2.439%	3.736%	14,626,624	526,786	2024-06-30
Geode Capital Management, LLC	2.333%	4.561%	13,992,439	610,332	2024-06-30
Putnam Investments, LLC., a Franklin Templeton com	2.199%	8.618%	13,161,598	1,044,292	2023-12-31
Putnam Investments LLC	2.206%	8.618%	13,161,598	1,044,292	2023-12-31
Goldman Sachs Group Inc	2.129%	400.714%	12,769,058	10,218,887	2024-06-30
Artisan Partners Limited Partnership	1.798%	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	1.595%	-2.756%	9,565,677	-271,092	2024-06-30
UBS Group AG	1.462%	634.188%	8,769,405	7,574,970	2024-06-30
T. Rowe Price Investment Management,Inc.	1.355%	-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
Amvescap Plc.	1.273%	23.380%	7,631,671	1,446,148	2024-06-30
American Century Companies Inc	1.100%	-4.746%	6,596,486	-328,685	2024-09-30
Elliott Investment Management L.P.	1.001%	0.000%	6,000,000	6,000,000	2024-06-30
Elliott Investment Management LP	1.000%	0.000%	6,000,000	6,000,000	2024-06-30
FMR Inc	0.994%	28.303%	5,961,360	1,315,028	2024-09-30
Dimensional Fund Advisors, Inc.	0.957%	-1.524%	5,739,321	-88,845	2024-09-30
JPMorgan Chase & Co	0.843%	149.959%	5,053,192	3,031,587	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 66.32% of the company with a total of 396.8 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of LUV by 184 thousand shares. 4 funds bought 254,206 total additional shares and increased their ownership by an average of 0.51%. However 1 funds sold 69,973 total shares and decreased their ownership by an average of 0.37%.

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 184,233 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	3.172%	-0.367%	19,021,706	-69,973	2024-10-31
Vanguard Institutional 500 Index Trust	2.647%	1.165%	15,876,809	182,883	2024-10-31
Vanguard Mid Cap Index Institutional	2.120%	0.181%	12,711,961	22,933	2024-10-31
SPDR® S&P 500® ETF Trust	1.218%	0.525%	7,304,321	38,124	2024-10-31
iShares Core S&P 500 ETF	1.112%	0.154%	6,670,418	10,266	2024-10-31

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	4.235%	0.000%	25,401,478	0	2024-09-30
American Funds American Balanced A	3.603%	0.000%	21,609,018	0	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.172%	-0.367%	19,021,706	-69,973	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	1.961%	18,427,274	354,454	2023-03-31
Putnam US Large Cap Value Equity	2.696%	56.282%	16,168,147	5,822,680	2024-09-30
Putnam Large Cap Value A	2.696%	2.227%	16,168,147	352,216	2024-09-30
Vanguard Institutional 500 Index Trust	2.647%	1.165%	15,876,809	182,883	2024-10-31
Vanguard 500 Index Investor	2.407%	0.635%	14,338,579	90,437	2023-08-31
Vanguard Mid Cap Index Institutional	2.120%	0.181%	12,711,961	22,933	2024-10-31
American Funds Growth Fund of Amer A	2.079%	0.000%	12,468,249	0	2024-09-30
Capital Group Growth Fnd of Amer Comp	2.079%	0.000%	12,468,249	0	2024-09-30
Capital Group Wash Mutual Invtrs Comp	1.678%	0.000%	10,061,229	0	2024-09-30
American Funds Washington Mutual A	1.678%	0.000%	10,061,229	0	2024-09-30
Vanguard Capital Opportunity Inv	1.420%	-0.293%	8,514,489	-25,000	2024-09-30
Fidelity 500 Index	1.228%	-0.100%	7,365,476	-7,390	2024-09-30
SPDR® S&P 500® ETF Trust	1.218%	0.525%	7,304,321	38,124	2024-10-31
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	1.161%	0.000%	6,965,000	0	2024-09-30
Fidelity® 500 Index	1.157%	0.803%	6,896,644	54,944	2023-10-31
iShares Core S&P 500 ETF	1.112%	0.154%	6,670,418	10,266	2024-10-31
T. Rowe Price Mid-Cap Value	1.094%	-6.546%	6,563,401	-459,700	2024-09-30
T. Rowe Price US Mid-Cap Value Equity	1.094%	3.342%	6,563,401	212,270	2024-09-30
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	0.971%	-0.335%	5,823,369	-19,600	2024-09-30
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	0.851%	-1.759%	5,103,610	-91,390	2024-09-30
American Century Mid Cap Value Inv	0.768%	7.584%	4,569,372	322,098	2022-12-31
American Century U.S. Mid Cap Value	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