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, Q2 2023
Institutional positions in Southwest Airlines Co as of Jun 30, 2023. 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
- 858
- +5 vs. Q1 2023
- Shares held
- 467.2M
- +14.2M (+3.1%) vs. Q1 2023
- Total value
- $16.9B
- +$2.15B (+14.6%) vs. Q1 2023
- New holders
- 90
- 234 more added
- Sold out
- 85
- 353 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arcataur Capital Management LLC | 8,398 | $304.1K | 0.12% | +8,398 | New |
| Fisher Asset Management, LLC | 8,394 | $304.0K | 0.00% | −3,627−30.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,272 | $301.0K | 0.01% | +3,880+88.3% | Added |
| Symmetry Partners, LLC | 8,299 | $301.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,272 | $301.0K | 0.01% | +3,880+88.3% | Added |
| Meritage Group LP | 8,227 | $298.0K | 0.01% | −208−2.5% | Reduced |
| Horizon Investments, LLC | 8,175 | $296.0K | 0.01% | +640+8.5% | Added |
| Excalibur Management Corp | 8,050 | $291.5K | 0.15% | −5,602−41.0% | Reduced |
| Lauterbach Financial Advisors, LLC | 8,038 | $291.1K | 0.22% | +1,000+14.2% | Added |
| Eisler Capital (UK) Ltd. | 8,030 | $290.8K | 0.03% | −107,847−93.1% | Reduced |
| Brookstone Capital Management | 7,704 | $289.6K | 0.01% | +7,704 | New |
| Meeder Asset Management Inc | 7,841 | $283.9K | 0.02% | −34,066−81.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,746 | $280.5K | 0.05% | +540+7.5% | Added |
| Global Financial Private Client, LLC | 7,562 | $280.1K | 0.14% | 00.0% | Unchanged |
| Econ Financial Services Corp | 7,692 | $278.5K | 0.20% | +7,692 | New |
| Ostrum Asset Management | 7,690 | $278.5K | 0.02% | +7+0.1% | Added |
| Ethic Inc. | 7,641 | $276.7K | 0.01% | +7,641 | New |
| Stonebridge Capital Advisors LLC | 7,568 | $274.0K | 0.03% | −100−1.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 7,610 | $273.6K | 0.01% | +7,610 | New |
| Glenview Trust Co | 7,487 | $271.1K | 0.01% | −305−3.9% | Reduced |
| First Heartland Consultants, Inc. | 7,477 | $270.7K | 0.04% | −334−4.3% | Reduced |
| Western Wealth Management, LLC | 7,409 | $268.3K | 0.02% | −9−0.1% | Reduced |
| Mountain Capital Investment Advisors, Inc | 7,208 | $268.1K | 0.10% | +32+0.4% | Added |
| Horrell Capital Management, Inc. | 7,400 | $268.0K | 0.08% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,382 | $267.3K | 0.10% | −2,344−24.1% | Reduced |
| Cim Investment Mangement Inc | 7,379 | $267.2K | 0.09% | +18+0.2% | Added |
| Berger Financial Group, Inc | 7,341 | $265.8K | 0.03% | +54+0.7% | Added |
| Smith, Moore & Co. | 7,320 | $265.1K | 0.03% | −20−0.3% | Reduced |
| Pathstone Family Office, LLC | 3,871 | $264.9K | 0.00% | +3,871 | New |
| Mendel Capital Management LLC | 7,252 | $262.6K | 0.21% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,231 | $261.9K | 0.01% | −4,825−40.0% | Reduced |
| Compton Financial Group, LLC | 7,226 | $261.7K | 0.10% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,087 | $257.9K | 0.05% | −4,048−36.4% | Reduced |
| CWA Asset Management Group, LLC | 7,113 | $257.6K | 0.02% | +7,113 | New |
| Dorsey & Whitney Trust CO LLC | 7,071 | $256.0K | 0.02% | +217+3.2% | Added |
| Waterloo Capital, L.P. | 7,071 | $256.0K | 0.08% | +7,071 | New |
| Regions Financial Corp | 7,067 | $255.9K | 0.00% | −49−0.7% | Reduced |
| Weil Company, Inc. | 7,062 | $255.7K | 0.11% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 7,060 | $255.6K | 0.04% | −100−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,058 | $255.6K | 0.01% | −499−6.6% | Reduced |
| BigSur Wealth Management LLC | 7,000 | $255.1K | 0.12% | −5,000−41.7% | Reduced |
| Modera Wealth Management, LLC | 7,004 | $253.6K | 0.00% | +7,004 | New |
| Strategic Financial Concepts, LLC | 6,943 | $251.4K | 0.09% | +15+0.2% | Added |
| Profund Advisors LLC | 6,922 | $250.6K | 0.01% | +560+8.8% | Added |
| D.A. Davidson & Co. | 6,910 | $250.2K | 0.00% | −314−4.3% | Reduced |
| Bridgeworth, LLC | 6,901 | $249.9K | 0.03% | +8+0.1% | Added |
| Montag A & Associates Inc | 6,851 | $249.3K | 0.02% | 00.0% | Unchanged |
| West Wealth Group, LLC | 6,845 | $247.8K | 0.10% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,555 | $246.0K | 0.00% | −276−3.5% | Reduced |
| Connectus Wealth, LLC | 6,775 | $245.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,774 | $245.3K | 0.02% | +172+2.6% | Added |
| Successful Portfolios LLC | 6,723 | $243.5K | 0.21% | −4,668−41.0% | Reduced |
| International Assets Investment Management, LLC | 6,683 | $242.0K | 0.03% | +132+2.0% | Added |
| Ameritas Advisory Services, LLC | 6,416 | $241.2K | 0.03% | −16,091−71.5% | Reduced |
| TD Private Client Wealth LLC | 6,619 | $239.7K | 0.01% | −308−4.4% | Reduced |
| Argent Trust Co | 6,610 | $239.3K | 0.01% | +6,610 | New |
| Raymond James Trust N.A. | 6,583 | $239.0K | 0.01% | −645−8.9% | Reduced |
| Academy Capital Management Inc | 6,521 | $236.1K | 0.05% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,506 | $235.6K | 0.02% | −40−0.6% | Reduced |
| RFG Advisory, LLC | 6,424 | $232.6K | 0.01% | −425−6.2% | Reduced |
| Centaurus Financial, Inc. | 6,402 | $232.0K | 0.02% | −1,764−21.6% | Reduced |
| Balboa Wealth Partners | 6,401 | $231.8K | 0.08% | +6,401 | New |
| Zions Bancorporation, N.A. | 6,387 | $231.3K | 0.02% | −25−0.4% | Reduced |
| Allred Capital Management, LLC | 6,359 | $230.3K | 0.11% | −157−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,329 | $229.2K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 6,325 | $229.0K | 0.11% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,280 | $228.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 6,292 | $227.8K | 0.03% | −1,600−20.3% | Reduced |
| AIMZ Investment Advisors, LLC | 6,260 | $226.7K | 0.10% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 6,198 | $224.0K | 0.19% | +6,198 | New |
| Sovereign Financial Group, Inc. | 6,155 | $222.9K | 0.07% | +6,155 | New |
| Proequities, Inc. | 6,120 | $222.7K | 0.02% | −132−2.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,149 | $222.7K | 0.00% | −709−10.3% | Reduced |
| LWMG, LLC | 6,118 | $221.5K | 0.06% | −329−5.1% | Reduced |
| Balentine LLC | 6,079 | $220.1K | 0.01% | −2,719−30.9% | Reduced |
| FirstPurpose Wealth LLC | 6,055 | $219.3K | 0.09% | +6,055 | New |
| SeaCrest Wealth Management, LLC | 6,052 | $219.1K | 0.03% | −10,440−63.3% | Reduced |
| First Command Bank | 5,984 | $216.7K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 5,984 | $216.7K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,955 | $215.6K | 0.00% | −412,602−98.6% | Reduced |
| Rothschild Investment Corp | 5,947 | $215.0K | 0.02% | +5,947 | New |
| Eads & Heald Wealth Management | 5,880 | $213.0K | 0.10% | −2,299−28.1% | Reduced |
| Greenleaf Trust | 5,862 | $212.3K | 0.00% | −1,771−23.2% | Reduced |
| Kaizen Financial Strategies | 5,505 | $212.2K | 0.18% | +5,505 | New |
| IMS Capital Management | 5,785 | $209.5K | 0.12% | +5,785 | New |
| Aviva PLC | 5,695 | $206.2K | 0.00% | −5,723−50.1% | Reduced |
| L.M. Kohn & Company | 5,667 | $205.2K | 0.08% | +5,667 | New |
| Old Mission Capital LLC | 5,665 | $205.1K | 0.01% | +5,665 | New |
| J.W. Cole Advisors, Inc. | 5,635 | $204.1K | 0.01% | −4,208−42.8% | Reduced |
| Ackerman Capital Advisors, LLC | 5,615 | $203.3K | 0.05% | +5,615 | New |
| Sterneck Capital Management, LLC | 5,612 | $203.2K | 0.12% | −540−8.8% | Reduced |
| Spire Wealth Management | 5,216 | $188.9K | 0.01% | −345−6.2% | Reduced |
| Quadrant Capital Group LLC | 5,196 | $188.1K | 0.02% | +1,131+27.8% | Added |
| Tobam | 4,912 | $178.0K | 0.01% | +3,050+163.8% | Added |
| Private Trust Co NA | 4,843 | $175.4K | 0.02% | −164−3.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 4,778 | $173.0K | 0.03% | +228+5.0% | Added |
| Creative Financial Designs Inc | 4,688 | $169.7K | 0.02% | −234−4.8% | Reduced |
| ORG Partners LLC | 4,369 | $161.8K | 0.03% | +4,369 | New |
| Headlands Technologies LLC | 4,446 | $161.0K | 0.05% | +4,446 | New |
| Coastal Investment Advisors, Inc. | 4,360 | $157.9K | 0.03% | +4,360 | New |