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 2023
Institutional positions in Southwest Airlines Co as of Dec 31, 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
- 792
- +32 vs. Q3 2023
- Shares held
- 475.9M
- −1.98M (−0.4%) vs. Q3 2023
- Total value
- $13.8B
- +$813.4M (+6.3%) vs. Q3 2023
- New holders
- 121
- 216 more added
- Sold out
- 89
- 324 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,416 | $416.4K | 0.03% | +1,593+12.4% | Added |
| Everpar Advisors LLC | 14,446 | $417.2K | 0.19% | +14,446 | New |
| Evergreen Wealth Solutions, LLC | 14,724 | $425.2K | 0.36% | −475−3.1% | Reduced |
| Allworth Financial LP | 14,742 | $425.8K | 0.00% | +1,143+8.4% | Added |
| Advisor Resource Council | 14,826 | $428.2K | 0.05% | +5,178+53.7% | Added |
| Empower Advisory Group, LLC | 14,971 | $432.4K | 0.00% | +227+1.5% | Added |
| Norden Group LLC | 14,988 | $432.9K | 0.08% | −2,311−13.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 15,000 | $433.2K | 0.15% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 15,000 | $433.2K | 0.06% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 15,132 | $437.0K | 0.31% | −858−5.4% | Reduced |
| Valeo Financial Advisors, LLC | 15,143 | $437.3K | 0.02% | +2,291+17.8% | Added |
| Woodmont Investment Counsel LLC | 15,161 | $437.8K | 0.04% | −3,235−17.6% | Reduced |
| Sequoia Financial Advisors, LLC | 15,198 | $438.9K | 0.01% | +15,198 | New |
| Cetera Advisors LLC | 15,319 | $442.4K | 0.01% | −5,057−24.8% | Reduced |
| Sendero Wealth Management, LLC | 15,388 | $444.4K | 0.08% | 00.0% | Unchanged |
| Roundview Capital LLC | 15,395 | $444.6K | 0.04% | −600−3.8% | Reduced |
| FJ Investments, LLC | 15,400 | $444.8K | 0.02% | +15,400 | New |
| Curbstone Financial Management Corp | 15,700 | $453.4K | 0.10% | −1,650−9.5% | Reduced |
| Nordea Investment Management AB | 15,827 | $457.4K | 0.00% | −807,952−98.1% | Reduced |
| Bahl & Gaynor Inc | 15,900 | $459.2K | 0.00% | −41−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,954 | $460.8K | 0.02% | −300−1.8% | Reduced |
| Squarepoint Ops LLC | 16,152 | $466.5K | 0.00% | −17−0.1% | Reduced |
| HAP Trading, LLC | 16,370 | $472.8K | 0.14% | −1,292−7.3% | Reduced |
| Sherbrooke Park Advisers LLC | 16,410 | $473.9K | 0.22% | +16,410 | New |
| Beacon Investment Advisors LLC | 16,454 | $475.2K | 0.30% | −50−0.3% | Reduced |
| Tarbox Family Office, Inc. | 16,495 | $476.4K | 0.09% | +110+0.7% | Added |
| Oxinas Partners Wealth Management LLC | 16,737 | $483.4K | 0.34% | −570−3.3% | Reduced |
| Credit Agricole S A | 16,866 | $487.1K | 0.01% | +11,265+201.1% | Added |
| Copperwynd Financial, LLC | 16,889 | $487.8K | 0.19% | −230−1.3% | Reduced |
| Bokf, NA | 16,944 | $489.3K | 0.01% | −997−5.6% | Reduced |
| Pflug Koory, LLC | 16,986 | $490.6K | 0.26% | +1,409+9.0% | Added |
| Burney Co | 17,108 | $494.1K | 0.02% | −2,272−11.7% | Reduced |
| Perritt Capital Management Inc | 17,110 | $494.1K | 0.28% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 17,160 | $495.6K | 0.00% | +3,698+27.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 17,176 | $496.0K | 0.01% | +7,643+80.2% | Added |
| Prosperity Consulting Group, LLC | 17,269 | $498.7K | 0.17% | −8,645−33.4% | Reduced |
| Korea Investment CORP | 17,291 | $499.4K | 0.00% | +17,226+26,501.5% | Added |
| TRUE Private Wealth Advisors | 17,383 | $502.0K | 0.06% | +369+2.2% | Added |
| Seven Eight Capital, LP | 17,394 | $502.3K | 0.06% | +17,394 | New |
| BancorpSouth Bank | 17,448 | $503.9K | 0.04% | +703+4.2% | Added |
| CIBC Private Wealth Group, LLC | 17,491 | $505.1K | 0.00% | −217−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 17,654 | $509.8K | 0.21% | −73−0.4% | Reduced |
| Financial Counselors Inc | 17,816 | $514.5K | 0.01% | −407−2.2% | Reduced |
| Prospera Financial Services Inc | 17,940 | $518.1K | 0.02% | −1,589−8.1% | Reduced |
| Nissay Asset Management Corp | 18,002 | $519.9K | 0.00% | +1,058+6.2% | Added |
| Winthrop Advisory Group LLC | 18,055 | $521.4K | 0.08% | −100−0.6% | Reduced |
| Swiss Life Asset Management Ltd | 18,139 | $525.4K | 0.01% | −55,251−75.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 18,365 | $530.0K | 0.01% | +3,079+20.1% | Added |
| Stratos Wealth Partners, LTD. | 18,449 | $532.8K | 0.01% | −1,442−7.2% | Reduced |
| First Dallas Securities Inc. | 18,575 | $536.0K | 0.28% | +18,575 | New |
| Fulton Bank, N.A. | 18,740 | $541.2K | 0.02% | +998+5.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 18,869 | $544.9K | 0.01% | +69+0.4% | Added |
| Public Employees Retirement Association of Colorado | 18,938 | $547.0K | 0.00% | 00.0% | Unchanged |
| United Services Automobile Association | 19,131 | $552.5K | 0.01% | +3,792+24.7% | Added |
| CWM, LLC | 19,371 | $559.0K | 0.00% | −237−1.2% | Reduced |
| Worth Venture Partners, LLC | 19,433 | $561.2K | 0.30% | −2,354−10.8% | Reduced |
| Norinchukin Bank, The | 19,647 | $567.4K | 0.01% | −297−1.5% | Reduced |
| Baird Financial Group, Inc. | 19,764 | $570.8K | 0.00% | −4,005−16.8% | Reduced |
| Scotia Capital Inc. | 19,868 | $573.8K | 0.00% | +19,868 | New |
| Baker Tilly Wealth Management, LLC | 20,047 | $579.0K | 0.10% | −756−3.6% | Reduced |
| IFP Advisors, Inc | 20,294 | $586.1K | 0.03% | −79−0.4% | Reduced |
| DFPG Investments, LLC | 21,558 | $588.7K | 0.05% | −579−2.6% | Reduced |
| Nebula Research & Development LLC | 20,440 | $590.3K | 0.18% | +20,440 | New |
| Empirical Finance, LLC | 20,573 | $594.1K | 0.04% | +143+0.7% | Added |
| Concurrent Investment Advisors, LLC | 20,773 | $599.9K | 0.03% | +20,773 | New |
| Credit Capital Investments LLC | 20,819 | $601.3K | 0.84% | +7,000+50.7% | Added |
| Readystate Asset Management LP | 20,974 | $605.7K | 0.04% | +20,974 | New |
| Pensionmark Financial Group, LLC | 21,101 | $612.8K | 0.08% | −408−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,237 | $613.3K | 0.04% | −1,032−4.6% | Reduced |
| Capital Advisors Inc | 21,242 | $613.5K | 0.01% | +8,507+66.8% | Added |
| Roman Butler Fullerton & Co | 20,502 | $616.9K | 0.24% | +20,502 | New |
| Harbour Investments, Inc. | 21,376 | $617.3K | 0.03% | −2,446−10.3% | Reduced |
| Stableford Capital II LLC | 20,853 | $622.3K | 0.27% | +551+2.7% | Added |
| Mission Creek Capital Partners, Inc. | 22,134 | $639.2K | 0.16% | −3,592−14.0% | Reduced |
| Alberta Investment Management Corp | 22,200 | $641.1K | 0.01% | +22,200 | New |
| U.S. Capital Wealth Advisors, LLC | 22,341 | $645.2K | 0.03% | −693−3.0% | Reduced |
| Boothbay Fund Management, LLC | 22,473 | $649.0K | 0.02% | −54,360−70.8% | Reduced |
| Davenport & Co LLC | 22,492 | $650.6K | 0.00% | −542−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,534 | $650.8K | 0.01% | −2,962−11.6% | Reduced |
| Howard Financial Services, Ltd. | 22,616 | $653.2K | 0.13% | +125+0.6% | Added |
| Janney Montgomery Scott LLC | 22,686 | $655.0K | 0.00% | −3,752−14.2% | Reduced |
| Advisors Asset Management, Inc. | 22,834 | $659.4K | 0.01% | −1,843−7.5% | Reduced |
| DnB Asset Management AS | 23,093 | $666.9K | 0.00% | −978−4.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,142 | $668.3K | 0.00% | −4,066−14.9% | Reduced |
| Neuberger Berman Group LLC | 23,604 | $681.7K | 0.00% | +6,295+36.4% | Added |
| Cerity Partners LLC | 23,949 | $692.3K | 0.00% | +23,949 | New |
| Fifth Third Bancorp | 24,047 | $694.5K | 0.00% | −10,165−29.7% | Reduced |
| Court Place Advisors, LLC | 24,103 | $696.1K | 0.23% | −4,988−17.1% | Reduced |
| Metropolitan Life Insurance Co | 24,264 | $700.7K | 0.03% | −379−1.5% | Reduced |
| Daiwa Securities Group Inc. | 24,531 | $708.0K | 0.00% | +2,514+11.4% | Added |
| Baader Bank INC | 24,577 | $709.2K | 0.06% | +3,577+17.0% | Added |
| Nomura Holdings Inc | 25,642 | $740.5K | 0.01% | +25,642 | New |
| Kingsview Wealth Management, LLC | 26,050 | $752.3K | 0.02% | −3,883−13.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,405 | $762.6K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 26,568 | $767.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 26,704 | $771.2K | 0.14% | −3,148−10.5% | Reduced |
| LMCG Investments, LLC | 26,795 | $773.8K | 0.05% | −13,300−33.2% | Reduced |
| Monticello Wealth Management, LLC | 26,910 | $777.2K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 26,948 | $778.3K | 0.01% | −1,145−4.1% | Reduced |
| Alken Asset Management Ltd. | 27,200 | $786.0K | 2.65% | 00.0% | Unchanged |