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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1,241 | $35.8K | 0.00% | +535+75.8% | Added |
| Rakuten Investment Management, Inc. | 1,154 | $33.9K | 0.00% | +1,154 | New |
| Tyler-Stone Wealth Management | 1,138 | $32.9K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1,100 | $31.8K | 0.01% | +1,100 | New |
| Cape Investment Advisory, Inc. | 1,081 | $31.2K | 0.02% | −150−12.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,031 | $29.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,018 | $29.4K | 0.00% | +104+11.4% | Added |
| ICA Group Wealth Management, LLC | 1,015 | $29.3K | 0.01% | +1,015 | New |
| Abich Financial Wealth Management LLC | 1,008 | $29.1K | 0.03% | +1,008 | New |
| Chilton Capital Management LLC | 1,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 1,000 | $28.9K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,000 | $28.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,000 | $28.9K | 0.00% | +1,000 | New |
| Versant Capital Management, Inc | 990 | $28.6K | 0.01% | −6−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 965 | $27.9K | 0.01% | −1,236−56.2% | Reduced |
| Costello Asset Management, INC | 950 | $27.4K | 0.02% | −960−50.3% | Reduced |
| Quarry LP | 906 | $26.2K | 0.01% | +906 | New |
| Capital Advisors, Ltd. LLC | 914 | $26.0K | 0.00% | +414+82.8% | Added |
| State of Wyoming | 894 | $25.8K | 0.00% | +94+11.8% | Added |
| Cassady Schiller Wealth Management, LLC | 859 | $24.8K | 0.01% | +75+9.6% | Added |
| Hexagon Capital Partners LLC | 858 | $24.8K | 0.01% | +677+374.0% | Added |
| Massmutual Trust Co FSB | 850 | $24.5K | 0.00% | −1,967−69.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 847 | $24.5K | 0.00% | −557−39.7% | Reduced |
| Manchester Capital Management LLC | 832 | $24.0K | 0.00% | +132+18.9% | Added |
| Rakuten Securities, Inc. | 804 | $23.2K | 0.02% | +804 | New |
| LGT Financial Advisors LLC | 801 | $23.1K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 774 | $22.3K | 0.02% | +103+15.4% | Added |
| Optimum Investment Advisors | 750 | $21.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 740 | $21.4K | 0.00% | −362−32.8% | Reduced |
| JFS Wealth Advisors, LLC | 734 | $21.2K | 0.00% | −40−5.2% | Reduced |
| Winch Advisory Services, LLC | 729 | $21.1K | 0.01% | +45+6.6% | Added |
| Asset Dedication, LLC | 723 | $21.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 713 | $20.6K | 0.01% | −255−26.3% | Reduced |
| MCF Advisors LLC | 712 | $20.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 677 | $20.0K | 0.00% | +125+22.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 686 | $19.8K | 0.01% | +686 | New |
| Atlas Capital Advisors LLC | 678 | $19.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 675 | $19.5K | 0.01% | +675 | New |
| Scarborough Advisors, LLC | 648 | $18.7K | 0.00% | +648 | New |
| First Financial Corp | 630 | $18.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 615 | $17.8K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 613 | $17.7K | 0.00% | +423+222.6% | Added |
| Annapolis Financial Services, LLC | 613 | $17.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 610 | $17.6K | 0.00% | −952−60.9% | Reduced |
| Evergreen Private Wealth LLC | 608 | $17.6K | 0.01% | +608 | New |
| O'Dell Group, LLC | 604 | $17.5K | 0.00% | +604 | New |
| Archer Investment Corp | 592 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 575 | $17.0K | 0.00% | +25+4.5% | Added |
| AdvisorNet Financial, Inc | 572 | $16.5K | 0.00% | −110−16.1% | Reduced |
| HHM Wealth Advisors, LLC | 540 | $15.6K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 526 | $15.2K | 0.01% | −374−41.6% | Reduced |
| REAP Financial Group, LLC | 525 | $15.2K | 0.00% | +525 | New |
| Citizens National Bank Trust Department | 500 | $14.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $14.4K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 500 | $14.4K | 0.00% | +500 | New |
| Accent Capital Management, LLC | 500 | $14.4K | 0.01% | +500 | New |
| Bruce G. Allen Investments, LLC | 492 | $14.2K | 0.01% | +492 | New |
| Motco | 481 | $13.9K | 0.00% | −706−59.5% | Reduced |
| Salomon & Ludwin, LLC | 500 | $13.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 465 | $13.4K | 0.01% | −492−51.4% | Reduced |
| Glen Eagle Advisors, LLC | 460 | $13.3K | 0.00% | −213−31.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 443 | $12.8K | 0.00% | +24+5.7% | Added |
| C M Bidwell & Associates Ltd | 435 | $12.6K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 430 | $12.4K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 415 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 415 | $12.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 410 | $12.0K | 0.01% | +110+36.7% | Added |
| Deseret Mutual Benefit Administrators | 405 | $11.7K | 0.01% | −124−23.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 403 | $11.6K | 0.00% | +50+14.2% | Added |
| RFP Financial Group LLC | 385 | $11.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 375 | $10.8K | 0.00% | −500−57.1% | Reduced |
| CVA Family Office, LLC | 370 | $10.7K | 0.00% | +370 | New |
| Bogart Wealth, LLC | 352 | $10.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 350 | $10.1K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 341 | $9.85K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 329 | $9.50K | 0.00% | +329 | New |
| Atticus Wealth Management, LLC | 324 | $9.36K | 0.00% | −250−43.6% | Reduced |
| Country Trust Bank | 317 | $9.15K | 0.00% | −2,000−86.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 321 | $9.00K | 0.01% | +321 | New |
| Independence Bank of Kentucky | 311 | $8.98K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 306 | $8.84K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 301 | $8.69K | 0.00% | +301 | New |
| Trust Co | 300 | $8.66K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $8.66K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $8.66K | 0.01% | – | – |
| Mendota Financial Group, LLC | 300 | $8.66K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 296 | $8.55K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 276 | $8.17K | 0.00% | +120+76.9% | Added |
| GW&K Investment Management, LLC | 279 | $8.00K | 0.00% | −24−7.9% | Reduced |
| Pittenger & Anderson Inc | 275 | $7.94K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 265 | $7.65K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 264 | $7.63K | 0.00% | +93+54.4% | Added |
| West Paces Advisors Inc. | 262 | $7.57K | 0.00% | +13+5.2% | Added |
| Blume Capital Management, Inc. | 258 | $7.45K | 0.00% | +4+1.6% | Added |
| HighMark Wealth Management LLC | 256 | $7.38K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 252 | $7.32K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 250 | $7.22K | 0.00% | 00.0% | Unchanged |