Southwest Airlines Co
LUV- Exchange
- NYSE
- Industry
- Air Transportation, Scheduled
- SEC CIK
- 0000092380
No open-market purchases or sales by Southwest Airlines Co insiders were filed in the last 90 days; 933 institutions reported holding it in 13F filings for Q2 2026, worth $23.4B in total; Elliott Investment Management is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Southwest Airlines Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 923
- +54 vs. Q3 2022
- Shares held
- 448.3M
- +2.93M (+0.7%) vs. Q3 2022
- Total value
- $15.1B
- +$1.35B (+9.8%) vs. Q3 2022
- New holders
- 142
- 274 more added
- Sold out
- 88
- 341 more reduced
16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LUV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 933 | $23.4B |
| Q1 2026 | 872 | $16.4B |
| Q4 2025 | 851 | $20.0B |
| Q3 2025 | 765 | $16.4B |
| Q2 2025 | 794 | $16.3B |
| Q1 2025 | 815 | $17.8B |
| Q4 2024 | 835 | $18.5B |
| Q3 2024 | 799 | $16.1B |
| Q2 2024 | 765 | $15.4B |
| Q1 2024 | 789 | $14.0B |
| Q4 2023 | 792 | $13.8B |
| Q3 2023 | 769 | $12.9B |
| Q2 2023 | 858 | $16.9B |
| Q1 2023 | 856 | $14.7B |
| Q4 2022 | 923 | $15.1B |
| Q3 2022 | 885 | $13.8B |
| Q2 2022 | 949 | $16.4B |
| Q1 2022 | 1,013 | $20.8B |
| Q4 2021 | 997 | $19.5B |
| Q3 2021 | 1,031 | $23.6B |
| Q2 2021 | 1,033 | $24.3B |
| Q1 2021 | 1,073 | $28.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 10,233 | $344.5K | 0.08% | −20−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 10,280 | $346.1K | 0.09% | +206+2.0% | Added |
| Glenview Trust Co | 10,361 | $348.9K | 0.01% | −2,718−20.8% | Reduced |
| Wedbush Securities Inc | 10,380 | $350.0K | 0.02% | −650−5.9% | Reduced |
| Kalos Management, Inc. | 10,507 | $353.8K | 0.80% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 10,554 | $355.0K | 0.03% | −797−7.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,803 | $363.7K | 0.03% | +1,950+22.0% | Added |
| King Luther Capital Management Corp | 10,804 | $363.8K | 0.00% | −274−2.5% | Reduced |
| Camelot Portfolios, LLC | 10,892 | $366.7K | 0.27% | +1,869+20.7% | Added |
| Institute for Wealth Management, LLC. | 10,932 | $368.1K | 0.08% | −3,670−25.1% | Reduced |
| Wetherby Asset Management Inc | 11,006 | $370.6K | 0.02% | −1,257−10.3% | Reduced |
| Rathbone Brothers plc | 11,017 | $370.9K | 0.00% | +152+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 11,027 | $371.3K | 0.11% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 11,030 | $371.4K | 0.04% | +103+0.9% | Added |
| TRUE Private Wealth Advisors | 11,073 | $372.8K | 0.06% | −615−5.3% | Reduced |
| Alps Advisors Inc | 11,129 | $374.7K | 0.00% | −1,627−12.8% | Reduced |
| Elo Mutual Pension Insurance Co | 11,134 | $375.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 11,176 | $376.0K | 0.03% | −430−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 11,190 | $376.8K | 0.03% | −2,830−20.2% | Reduced |
| Congress Park Capital LLC | 11,200 | $377.1K | 0.24% | +1,850+19.8% | Added |
| Capital Advisors Inc | 11,212 | $377.5K | 0.01% | +30.0% | Added |
| Capital Financial Planning, LLC | 11,325 | $381.3K | 0.15% | −100−0.9% | Reduced |
| Weatherly Asset Management L. P. | 11,370 | $382.8K | 0.05% | −675−5.6% | Reduced |
| Valeo Financial Advisors, LLC | 11,390 | $383.5K | 0.02% | −709−5.9% | Reduced |
| Successful Portfolios LLC | 11,497 | $387.0K | 0.25% | +499+4.5% | Added |
| MAI Capital Management | 11,643 | $392.0K | 0.01% | −9,089−43.8% | Reduced |
| Avidian Wealth Solutions, LLC | 11,753 | $395.7K | 0.03% | −186−1.6% | Reduced |
| Leading Edge Financial Planning LLC | 6,804 | $398.5K | 0.34% | +6,804 | New |
| United Capital Financial Advisers, LLC | 11,845 | $398.8K | 0.00% | +767+6.9% | Added |
| Bellevue Asset Management, LLC | 12,129 | $405.0K | 0.31% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 12,056 | $405.9K | 0.18% | +2,451+25.5% | Added |
| DFPG Investments, LLC | 11,389 | $409.7K | 0.07% | +11,389 | New |
| Inscription Capital, LLC | 12,475 | $420.0K | 0.14% | −325−2.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 12,504 | $421.0K | 0.51% | −265−2.1% | Reduced |
| International Assets Investment Management, LLC | 12,662 | $426.3K | 0.04% | +2,212+21.2% | Added |
| Good Life Advisors, LLC | 12,700 | $427.6K | 0.06% | −2,200−14.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,712 | $428.0K | 0.03% | −40.0% | Reduced |
| MQS Management LLC | 12,769 | $429.9K | 0.29% | −5,320−29.4% | Reduced |
| We Are One Seven, LLC | 12,919 | $435.0K | 0.04% | −3,543−21.5% | Reduced |
| Thoroughbred Financial Services, LLC | 12,973 | $436.0K | 0.07% | −43−0.3% | Reduced |
| Altshuler Shaham Ltd | 12,951 | $436.1K | 0.02% | −2,800−17.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,984 | $437.2K | 0.01% | +333+2.6% | Added |
| BigSur Wealth Management LLC | 13,000 | $437.7K | 0.21% | 00.0% | Unchanged |
| Interval Partners, LP | 13,000 | $437.7K | 0.04% | +13,000 | New |
| Belpointe Asset Management LLC | 13,018 | $438.3K | 0.03% | −667−4.9% | Reduced |
| British Columbia Investment Management Corp | 13,077 | $440.3K | 0.00% | −1,435−9.9% | Reduced |
| WCG Wealth Advisors LLC | 13,092 | $440.8K | 0.06% | −418−3.1% | Reduced |
| Acadian Asset Management LLC | 13,198 | $442.0K | 0.00% | +13,198 | New |
| Advisor Partners II, LLC | 13,201 | $444.5K | 0.03% | +1,808+15.9% | Added |
| Total Investment Management Inc | 13,495 | $454.4K | 0.11% | +2,306+20.6% | Added |
| Barber Financial Group, Inc. | 13,628 | $458.9K | 0.13% | +40.0% | Added |
| Baker Tilly Wealth Management, LLC | 13,632 | $459.0K | 0.06% | +29+0.2% | Added |
| Two Sigma Advisers, LP | 13,700 | $461.3K | 0.00% | +13,700 | New |
| Meeder Advisory Services, Inc. | 13,779 | $463.9K | 0.06% | +13,779 | New |
| Delta Financial Advisors LLC | 13,803 | $464.8K | 0.23% | +280+2.1% | Added |
| Roundview Capital LLC | 13,871 | $467.0K | 0.05% | −525−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 13,910 | $468.0K | 0.02% | −48,561−77.7% | Reduced |
| Wolff Wiese Magana LLC | 14,062 | $473.5K | 0.41% | −668−4.5% | Reduced |
| PCJ Investment Counsel Ltd. | 14,200 | $478.1K | 0.21% | −25,800−64.5% | Reduced |
| Tiaa, FSB | 14,246 | $479.7K | 0.00% | −1,952−12.1% | Reduced |
| Moody National Bank Trust Division | 14,290 | $481.0K | 0.04% | −484−3.3% | Reduced |
| Occudo Quantitative Strategies LP | 14,346 | $483.0K | 0.06% | +14,346 | New |
| Jefferies Financial Group Inc. | 14,357 | $483.4K | 0.01% | +14,357 | New |
| Triton Wealth Management, PLLC | 13,413 | $486.8K | 0.30% | −1,506−10.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,739 | $496.3K | 0.01% | +2,502+20.4% | Added |
| Evergreen Wealth Solutions, LLC | 14,804 | $498.0K | 0.66% | +520+3.6% | Added |
| Allworth Financial LP | 14,932 | $502.8K | 0.01% | +534+3.7% | Added |
| Excalibur Management Corp | 14,932 | $502.8K | 0.26% | −775−4.9% | Reduced |
| Bridgecreek Investment Management, LLC | 15,000 | $505.1K | 0.11% | −1,000−6.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 15,000 | $505.1K | 0.21% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 15,000 | $505.1K | 0.08% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 15,041 | $506.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 15,267 | $514.0K | 0.00% | +230+1.5% | Added |
| Dynamic Technology Lab Private Ltd | 15,272 | $514.0K | 0.05% | +15,272 | New |
| Pflug Koory, LLC | 15,282 | $515.0K | 0.29% | +168+1.1% | Added |
| Empirical Finance, LLC | 15,469 | $520.8K | 0.05% | +1,229+8.6% | Added |
| Sowell Financial Services LLC | 15,509 | $522.0K | 0.03% | −1,375−8.1% | Reduced |
| Borer Denton & Associates, Inc. | 15,610 | $525.6K | 0.23% | −1,550−9.0% | Reduced |
| WESPAC Advisors, LLC | 15,645 | $526.8K | 0.91% | +295+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 15,929 | $536.3K | 0.13% | +15,929 | New |
| SeaCrest Wealth Management, LLC | 15,973 | $537.8K | 0.08% | +8,739+120.8% | Added |
| Bahl & Gaynor Inc | 16,025 | $539.6K | 0.00% | +125+0.8% | Added |
| Clifford Swan Investment Counsel LLC | 16,254 | $547.3K | 0.02% | −117−0.7% | Reduced |
| Nissay Asset Management Corp | 16,355 | $550.7K | 0.01% | −474−2.8% | Reduced |
| Tarbox Family Office, Inc. | 16,416 | $552.7K | 0.12% | −30.0% | Reduced |
| XML Financial, LLC | 16,728 | $563.2K | 0.07% | +4,988+42.5% | Added |
| Fulton Bank, N.A. | 16,754 | $565.0K | 0.03% | −292−1.7% | Reduced |
| Pensionmark Financial Group, LLC | 16,929 | $570.0K | 0.13% | −1,710−9.2% | Reduced |
| Jones Financial Companies LLLP | 16,931 | $570.0K | 0.00% | −2,901−14.6% | Reduced |
| Beacon Investment Advisors LLC | 17,012 | $572.8K | 0.48% | +17,012 | New |
| Copperwynd Financial, LLC | 17,119 | $576.4K | 0.32% | +17,119 | New |
| Janus Henderson Group PLC | 17,191 | $578.9K | 0.00% | −20.0% | Reduced |
| Daiwa Securities Group Inc. | 17,183 | $579.0K | 0.00% | +1,575+10.1% | Added |
| Sigma Planning Corp | 17,214 | $579.6K | 0.02% | −14,633−45.9% | Reduced |
| Lincoln National Corp | 17,243 | $580.6K | 0.01% | −357−2.0% | Reduced |
| BancorpSouth Bank | 17,589 | $592.2K | 0.05% | −85−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 16,628 | $593.6K | 0.14% | +8,661+108.7% | Added |
| Symphony Financial, Ltd. Co. | 17,700 | $595.1K | 0.16% | +1,142+6.9% | Added |
| Davenport & Co LLC | 17,763 | $597.0K | 0.00% | −1,905−9.7% | Reduced |
| Parallel Advisors, LLC | 17,745 | $597.5K | 0.03% | −1,831−9.4% | Reduced |