Stock ownership · SEC 13F · Q4 2024

SOUTHWEST AIRLS CO

Who owns SOUTHWEST AIRLS CO (CUSIP 844741BG2)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$36.5M
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2024, 3 institutions report $36.5M in SOUTHWEST AIRLS CO positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$36.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 844741BG2 · Q4 2024 $37M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-SHORT

  • VALUE-TRACE $36.5M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-SHORT 2Q history

Read with: Ownership concentration guide - SOUTHWEST AIRLS CO's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SOUTHWEST AIRLS CO
  1. 1
    Universal- Beteiligungs- und Servicegesellschaft mbH $32.4M
  2. 2
    SILVERBACK ASSET MANAGEMENT LLC $4.1M
  3. 3
    LIBERTY SQUARE WEALTH PARTNERS LLC $11K

Top 3 reported holders by value · Q4 2024

Top Institutional Holders

# Institution Shares Value Share of reported
1 Universal- Beteiligungs- und Servicegesellschaft mbH 31,415,000 $32.4M 88.9%
2 SILVERBACK ASSET MANAGEMENT LLC 3,935,000 $4.1M 11.1%
3 LIBERTY SQUARE WEALTH PARTNERS LLC 11,000 $11K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SOUTHWEST AIRLS CO's reported holders for Q4 2024, by reported value:

Shared-defined discretion (DFND)
88.9%
Sole discretion (SOLE)
11.1%

Latest Quarter Activity · Q4 2024

New positions (3)

Universal- Beteiligungs- und Servicegesellschaft mbH $32.4M
SILVERBACK ASSET MANAGEMENT LLC $4.1M
LIBERTY SQUARE WEALTH PARTNERS LLC $11K

Complete exits (1)

Wilmington Savings Fund Society, FSB exited

Frequently Asked Questions

How many institutions hold SOUTHWEST AIRLS CO?▼
SOUTHWEST AIRLS CO is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of SOUTHWEST AIRLS CO?▼
Institutions report $36.5M of SOUTHWEST AIRLS CO as of Q4 2024.
How concentrated is ownership of SOUTHWEST AIRLS CO?▼
The top five institutional holders account for 100% of the reported institutional value in SOUTHWEST AIRLS CO, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SOUTHWEST AIRLS CO?▼
Universal- Beteiligungs- und Servicegesellschaft mbH is the largest reported holder of SOUTHWEST AIRLS CO with $32.4M across 31,415,000 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.