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, Q3 2023
Institutional positions in Southwest Airlines Co as of Sep 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
- 769
- −78 vs. Q2 2023
- Shares held
- 478.0M
- +11.0M (+2.3%) vs. Q2 2023
- Total value
- $12.9B
- −$3.94B (−23.3%) vs. Q2 2023
- New holders
- 77
- 235 more added
- Sold out
- 155
- 316 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 31 | $0 | 0.00% | −511,305−100.0% | Reduced |
| Alken Asset Management Ltd. | 27,200 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| TD Capital Management LLC | 1 | $27 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $59 | 0.00% | −33−91.7% | Reduced |
| Perkins Coie Trust Co | 5 | $135 | 0.00% | −352−98.6% | Reduced |
| Tfo-TDC, LLC | 4 | $145 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 6 | $163 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 9 | $219 | 0.00% | +5+125.0% | Added |
| Macroview Investment Management LLC | 10 | $271 | 0.00% | +4+66.7% | Added |
| Baker Avenue Asset Management, LP | 16 | $433 | 0.00% | −130−89.0% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $461 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $595 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 24 | $640 | 0.00% | +24 | New |
| HWG Holdings LP | 32 | $866 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $893 | 0.00% | +6+22.2% | Added |
| Addison Advisors LLC | 35 | $948 | 0.00% | −60−63.2% | Reduced |
| KB Financial Partners, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $1.00K | 0.00% | +22+100.0% | Added |
| SkyView Investment Advisors, LLC | 23 | $1.00K | 0.00% | +3+15.0% | Added |
| Richard W. Paul & Associates, LLC | 38 | $1.03K | 0.00% | +4+11.8% | Added |
| JNBA Financial Advisors | 39 | $1.06K | 0.00% | +19+95.0% | Added |
| South State Corp. | 40 | $1.08K | 0.00% | +40 | New |
| Gleason Group, Inc. | 42 | $1.14K | 0.00% | +1+2.4% | Added |
| Baystate Wealth Management LLC | 42 | $1.14K | 0.00% | +1+2.4% | Added |
| SJS Investment Consulting Inc. | 43 | $1.17K | 0.00% | +3+7.5% | Added |
| Clean Yield Group | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $1.38K | 0.00% | +51 | New |
| JJJ Advisors Inc. | 53 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 53 | $1.44K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 65 | $1.76K | 0.00% | −43,373−99.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 71 | $1.92K | 0.00% | +71 | New |
| Strengthening Families & Communities, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $2.25K | 0.00% | −18−17.8% | Reduced |
| Chesapeake Asset Management LLC | 90 | $2.44K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 96 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 102 | $2.76K | 0.00% | −36−26.1% | Reduced |
| Highline Wealth Partners LLC | 102 | $2.76K | 0.00% | +102 | New |
| Oliver Lagore Vanvalin Investment Group | 102 | $2.77K | 0.00% | −49−32.5% | Reduced |
| Focused Wealth Management, Inc | 108 | $2.93K | 0.00% | +1+0.9% | Added |
| True Wealth Design, LLC | 109 | $2.95K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 137 | $2.99K | 0.00% | +28+25.7% | Added |
| Horizon Bancorp Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 118 | $3.20K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 120 | $3.25K | 0.00% | −55−31.4% | Reduced |
| American State Bank (Iowa) | 129 | $3.49K | 0.00% | +129 | New |
| Financial Avengers, Inc. | 135 | $3.66K | 0.00% | +1+0.7% | Added |
| Abound Wealth Management | 137 | $3.71K | 0.00% | +7+5.4% | Added |
| Syntax Research, Inc. | 138 | $3.74K | 0.00% | +138 | New |
| Blue Bell Private Wealth Management, LLC | 140 | $3.79K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 146 | $3.95K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 181 | $4.00K | 0.00% | −70−27.9% | Reduced |
| Pin Oak Investment Advisors Inc | 165 | $4.00K | 0.00% | +2+1.2% | Added |
| TSFG, LLC | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 150 | $4.06K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 152 | $4.12K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 156 | $4.22K | 0.00% | −251−61.7% | Reduced |
| Centennial Bank | 156 | $4.41K | 0.00% | −7−4.3% | Reduced |
| MV Capital Management, Inc. | 171 | $4.63K | 0.00% | −23−11.9% | Reduced |
| Whittier Trust Co | 174 | $4.71K | 0.00% | +74+74.0% | Added |
| Authentikos Wealth Advisory, LLC | 174 | $4.71K | 0.00% | +174 | New |
| Hexagon Capital Partners LLC | 181 | $4.90K | 0.00% | −8−4.2% | Reduced |
| Stephens Consulting, LLC | 181 | $4.90K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 185 | $5.01K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 186 | $5.04K | 0.00% | −43−18.8% | Reduced |
| Baldwin Brothers Inc | 190 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 198 | $5.36K | 0.00% | +55+38.5% | Added |
| Kenfarb & Co. | 200 | $5.41K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $5.41K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 211 | $5.71K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 221 | $5.98K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 225 | $6.09K | 0.00% | +25+12.5% | Added |
| Headinvest, LLC | 225 | $6.12K | 0.00% | +225 | New |
| Concord Wealth Partners | 230 | $6.23K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 240 | $6.50K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 249 | $6.74K | 0.00% | −29−10.4% | Reduced |
| PFG Private Wealth Management, LLC | 250 | $6.77K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $6.77K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 251 | $6.78K | 0.00% | +1+0.4% | Added |
| Salem Investment Counselors Inc | 252 | $6.82K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 254 | $6.88K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 256 | $6.92K | 0.01% | +3+1.2% | Added |
| West Branch Capital LLC | 260 | $7.04K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 265 | $7.17K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 275 | $7.45K | 0.00% | −8−2.8% | Reduced |
| Barrett & Company, Inc. | 285 | $7.71K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 303 | $8.00K | 0.00% | +12+4.1% | Added |
| Byrne Asset Management LLC | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 296 | $8.01K | 0.01% | 00.0% | Unchanged |
| Trust Co | 300 | $8.12K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.12K | 0.01% | – | – |
| Mendota Financial Group, LLC | 300 | $8.12K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $8.12K | 0.00% | +300 | New |