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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 67.57 M | $1.97 B | 3.28% | 11.36% |
| 05/14/2024 | CAPITAL WORLD INVESTORS | 61.42 M | $1.79 B | 14.86% | 10.29% |
| 05/14/2024 | PRIMECAP MANAGEMENT CO/CA/ | 50.25 M | $1.47 B | 1.63% | 8.42% |
| 05/15/2024 | STATE STREET CORP | 40.07 M | $1.17 B | -1.34% | 6.74% |
| 05/10/2024 | BLACKROCK INC. | 33.45 M | $976.27 M | 1.52% | 5.62% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 23.46 M | $684.92 M | -2.18% | 3.94% |
| 05/13/2024 | FRANKLIN RESOURCES INC | 13.53 M | $394.90 M | 4,956.08% | 2.27% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 13.38 M | $390.01 M | 2.15% | 2.25% |
| 05/15/2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11.29 M | $329.43 M | 10.63% | 1.89% |
| 05/13/2024 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 10.78 M | $314.59 M | -0.12% | 1.81% |
| 05/15/2024 | WELLINGTON MANAGEMENT GROUP LLP | 10.40 M | $303.45 M | 32.34% | 1.75% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 9.84 M | $287.13 M | -0.88% | 1.65% |
| 05/03/2024 | PROVIDENT TRUST CO | 7.76 M | $226.53 M | 2.12% | 1.30% |
| 05/15/2024 | MORGAN STANLEY | 7.05 M | $205.79 M | -1.84% | 1.18% |
| 05/14/2024 | AMERICAN CENTURY COMPANIES INC | 6.91 M | $201.65 M | -15.89% | 1.16% |
| 05/14/2024 | INVESCO LTD. | 6.19 M | $180.56 M | 16.78% | 1.04% |
| 05/13/2024 | FMR LLC | 6.04 M | $176.35 M | 3.29% | 1.02% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 4.79 M | $139.93 M | -10.14% | 0.81% |
| 05/14/2024 | NORTHERN TRUST CORP | 4.54 M | $132.48 M | -5.51% | 0.76% |
| 04/24/2024 | U S GLOBAL INVESTORS INC | 4.04 M | $117.87 M | -34.98% | 0.68% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 3.84 M | $112.10 M | -4.29% | 0.65% |
| 05/15/2024 | CITADEL ADVISORS LLC | 3.42 M | $99.76 M | -18.10% | 0.57% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.36 M | $98.17 M | 31.09% | 0.57% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.27 M | $95.31 M | 35.69% | 0.55% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 3.26 M | $95.28 M | 43.90% | 0.55% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.24 M | $94.54 M | 1.58% | 0.54% |
| 05/13/2024 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2.61 M | $76.26 M | 0.22% | 0.44% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 2.55 M | $74.44 M | 23.23% | 0.43% |
| 04/23/2024 | OLDFIELD PARTNERS LLP | 2.44 M | $71.17 M | -7.81% | 0.41% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2.02 M | $59.01 M | -33.27% | 0.34% |
| 05/15/2024 | CITADEL ADVISORS LLC | 1.86 M | $54.16 M | 86.95% | 0.31% |
| 05/15/2024 | KILTEARN PARTNERS LLP | 1.82 M | $53.19 M | -26.17% | 0.31% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.75 M | $51.00 M | 2.29% | 0.29% |
| 05/15/2024 | CITADEL ADVISORS LLC | 1.74 M | $50.78 M | -39.42% | 0.29% |
| 05/10/2024 | CITIGROUP INC | 1.66 M | $48.60 M | 16.72% | 0.28% |
| 05/15/2024 | PAR CAPITAL MANAGEMENT INC | 1.57 M | $45.95 M | 6.00% | 0.26% |
| 05/14/2024 | LEGAL & GENERAL GROUP PLC | 1.45 M | $42.33 M | -6.61% | 0.24% |
| 05/15/2024 | CAPITAL FUND MANAGEMENT S.A. | 1.36 M | $39.59 M | -53.93% | 0.23% |
| 05/15/2024 | CAPITAL FUND MANAGEMENT S.A. | 1.34 M | $38.98 M | -49.24% | 0.22% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.21 M | $35.26 M | 205.16% | 0.20% |
| 05/13/2024 | UBS GROUP AG | 1.19 M | $34.87 M | 44.90% | 0.20% |
| 05/13/2024 | GREENBRIER PARTNERS CAPITAL MANAGEMENT, LLC | 1.12 M | $32.70 M | -0.53% | 0.19% |
| 05/15/2024 | TWINBEECH CAPITAL LP | 1.10 M | $32.18 M | 100.00% | 0.18% |
| 05/01/2024 | BNP PARIBAS ARBITRAGE, SNC | 1.10 M | $32.07 M | 57.14% | 0.18% |
| 05/09/2024 | RHUMBLINE ADVISERS | 1.09 M | $31.92 M | -5.75% | 0.18% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.06 M | $30.81 M | -2.36% | 0.18% |
| 05/14/2024 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1.03 M | $30.18 M | 100.00% | 0.17% |
| 05/07/2024 | SEI INVESTMENTS CO | 982,206 | $28.67 M | -8.56% | 0.17% |
| 05/08/2024 | TD ASSET MANAGEMENT INC | 978,369 | $28.56 M | 11.14% | 0.16% |
| 05/15/2024 | HSBC HOLDINGS PLC | 962,524 | $28.08 M | 21.58% | 0.16% |
A. During the previous two years, 1298 institutional investors and hedge funds held shares of Southwest Airlines Co.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 67.57 M
Capital World Investors: 61.42 M
PRIMECAP MANAGEMENT CO/CA/: 50.25 M
STATE STREET CORP: 40.07 M
BlackRock Inc.: 33.45 M
PRICE T ROWE ASSOCIATES INC /MD/: 23.46 M
A. 80.07% of Southwest Airlines Co. stock is owned by institutional investors.
A. Institutional investors have bought a total of 695.29 M shares in the last 24 months. This purchase volume represents approximately $19.89 B in transactions.
