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 |
|---|---|---|---|---|---|
| PFS Partners, LLC | 250 | $7.22K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 238 | $7.00K | 0.00% | −71−23.0% | Reduced |
| Avondale Wealth Management | 240 | $6.93K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 240 | $6.93K | 0.01% | +240 | New |
| Albion Financial Group | 214 | $6.17K | 0.00% | +190+791.7% | Added |
| Key Financial Inc | 211 | $6.09K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 211 | $6.08K | 0.00% | +211 | New |
| Rockbridge Investment Management, LCC | 209 | $6.04K | 0.00% | +209 | New |
| Core Alternative Capital | 206 | $5.94K | 0.00% | −45−17.9% | Reduced |
| VisionPoint Advisory Group, LLC | 200 | $5.78K | 0.00% | −131−39.6% | Reduced |
| West Branch Capital LLC | 200 | $5.78K | 0.00% | −60−23.1% | Reduced |
| Cambridge Trust Co | 200 | $5.78K | 0.00% | −25−11.1% | Reduced |
| Cooksen Wealth, LLC | 200 | $5.78K | 0.01% | +200 | New |
| Carmichael Hill & Associates, Inc. | 192 | $5.54K | 0.00% | −175−47.7% | Reduced |
| Rise Advisors, LLC | 186 | $5.38K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 181 | $5.23K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 165 | $5.00K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 181 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 180 | $5.00K | 0.00% | +180 | New |
| Financial Connections Group, Inc. | 200 | $5.00K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 161 | $4.65K | 0.00% | −1,211−88.3% | Reduced |
| Desjardins Global Asset Management Inc. | 156 | $4.50K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 152 | $4.39K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 150 | $4.33K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 146 | $4.22K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 140 | $4.04K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 140 | $4.04K | 0.00% | +140 | New |
| Syntax Research, Inc. | 138 | $3.99K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 135 | $3.90K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 134 | $3.86K | 0.00% | +134 | New |
| American State Bank (Iowa) | 129 | $3.73K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 121 | $3.49K | 0.00% | +121 | New |
| Red Tortoise LLC | 121 | $3.49K | 0.00% | +121 | New |
| Lowe Wealth Advisors, LLC | 120 | $3.47K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 118 | $3.41K | 0.00% | +118 | New |
| Retirement Group, LLC | 109 | $3.15K | 0.00% | −28−20.4% | Reduced |
| True Wealth Design, LLC | 109 | $3.15K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 108 | $3.12K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | −460−82.1% | Reduced |
| Horizon Bancorp Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 102 | $2.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 102 | $2.95K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.89K | 0.00% | −260−72.2% | Reduced |
| IAG Wealth Partners, LLC | 100 | $2.89K | 0.00% | −236−70.2% | Reduced |
| Bangor Savings Bank | 100 | $2.89K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $2.89K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $2.89K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $2.89K | 0.00% | +100 | New |
| Criterion Capital Advisors, LLC | 100 | $2.89K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 96 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 94 | $2.71K | 0.00% | −43−31.4% | Reduced |
| Sachetta, LLC | 91 | $2.64K | 0.00% | +91 | New |
| Chesapeake Asset Management LLC | 90 | $2.60K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 79 | $2.28K | 0.00% | +79 | New |
| Barrett & Company, Inc. | 75 | $2.17K | 0.00% | −210−73.7% | Reduced |
| Investors Research Corp | 73 | $2.11K | 0.00% | −2,000−96.5% | Reduced |
| TSFG, LLC | 55 | $2.00K | 0.00% | −102−65.0% | Reduced |
| Northwest Financial Advisors | 61 | $1.76K | 0.00% | +61 | New |
| Raffa Wealth Management, LLC | 53 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 51 | $1.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $1.44K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 47 | $1.36K | 0.00% | +9+23.7% | Added |
| Baystate Wealth Management LLC | 42 | $1.22K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 35 | $1.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $1.01K | 0.00% | +35 | New |
| Bear Mountain Capital, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| CGC Financial Services, LLC | 34 | $982 | 0.00% | −84−71.2% | Reduced |
| Concord Wealth Partners | 30 | $866 | 0.00% | −200−87.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 25 | $722 | 0.00% | −986−97.5% | Reduced |
| Colonial Trust Advisors | 24 | $693 | 0.00% | −9−27.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $636 | 0.00% | −61−73.5% | Reduced |
| Aspire Private Capital, LLC | 22 | $635 | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 22 | $635 | 0.00% | +22 | New |
| TFC Financial Management | 20 | $578 | 0.00% | +20 | New |
| JNBA Financial Advisors | 19 | $549 | 0.00% | −20−51.3% | Reduced |
| Birchbrook, Inc. | 19 | $549 | 0.00% | +19 | New |
| Trifecta Capital Advisors, LLC | 17 | $491 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $488 | 0.00% | +18 | New |
| Evermay Wealth Management LLC | 12 | $347 | 0.00% | +12 | New |
| Macroview Investment Management LLC | 10 | $289 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $260 | 0.00% | −34−79.1% | Reduced |
| Laurel Wealth Advisors LLC | 9 | $233 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $117 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 4 | $116 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $75 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2 | $59 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $29 | 0.00% | −70−98.6% | Reduced |
| TD Capital Management LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −7,939,635−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −605,971−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −476,990−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −380,586−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −270,118−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −249,723−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −249,478−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −218,224−100.0% | Sold out |