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, Q1 2024
Institutional positions in Southwest Airlines Co as of Mar 31, 2024. 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
- 789
- +9 vs. Q4 2023
- Shares held
- 479.4M
- +17.3M (+3.8%) vs. Q4 2023
- Total value
- $14.0B
- +$643.9M (+4.8%) vs. Q4 2023
- New holders
- 107
- 235 more added
- Sold out
- 98
- 309 more reduced
12 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Breakwater Investment Management | 0 | $6 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Salem Investment Counselors Inc | 2 | $59 | 0.00% | −250−99.2% | Reduced |
| Sofos Investments, Inc. | 2 | $62 | 0.00% | −1−33.3% | Reduced |
| Tfo-TDC, LLC | 4 | $117 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $143 | 0.00% | −380−98.7% | Reduced |
| Sittner & Nelson, LLC | 5 | $146 | 0.00% | −296−98.3% | Reduced |
| Atwood & Palmer Inc | 5 | $146 | 0.00% | +5 | New |
| Colonial Trust Advisors | 7 | $204 | 0.00% | −17−70.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 8 | $234 | 0.00% | +7+700.0% | Added |
| Frazier Financial Advisors, LLC | 8 | $236 | 0.00% | +4+100.0% | Added |
| Laurel Wealth Advisors LLC | 9 | $237 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $292 | 0.00% | −25−71.4% | Reduced |
| Macroview Investment Management LLC | 10 | $292 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 15 | $432 | 0.00% | −20−57.1% | Reduced |
| NVWM, LLC | 16 | $467 | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 17 | $496 | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 17 | $497 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $525 | 0.00% | −188−91.3% | Reduced |
| Birchbrook, Inc. | 19 | $555 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $584 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $642 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $643 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $730 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $759 | 0.00% | +8+44.4% | Added |
| Concord Wealth Partners | 31 | $905 | 0.00% | +1+3.3% | Added |
| American Capital Advisory, LLC | 28 | $912 | 0.00% | +28 | New |
| CGC Financial Services, LLC | 34 | $992 | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 38 | $1.11K | 0.00% | −17,253−99.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 38 | $1.11K | 0.00% | +3+8.6% | Added |
| First Horizon Advisors, Inc. | 41 | $1.20K | 0.00% | −959−95.9% | Reduced |
| Gleason Group, Inc. | 42 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 44 | $1.28K | 0.00% | +44 | New |
| Clean Yield Group | 50 | $1.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 50 | $1.46K | 0.00% | +41+455.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $1.46K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 51 | $1.49K | 0.00% | −67−56.8% | Reduced |
| Raffa Wealth Management, LLC | 53 | $1.55K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 54 | $1.58K | 0.00% | +7+14.9% | Added |
| TSFG, LLC | 56 | $2.00K | 0.00% | +1+1.8% | Added |
| Investors Research Corp | 73 | $2.13K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 75 | $2.19K | 0.00% | −425−85.0% | Reduced |
| Barrett & Company, Inc. | 75 | $2.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 81 | $2.37K | 0.00% | −100−55.2% | Reduced |
| Chesapeake Asset Management LLC | 90 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $2.64K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 91 | $2.64K | 0.00% | +91 | New |
| Pinnacle Bancorp, Inc. | 96 | $2.80K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 100 | $2.92K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 102 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 104 | $3.02K | 0.00% | +2+2.0% | Added |
| Retirement Group, LLC | 109 | $3.18K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 112 | $3.27K | 0.00% | +112 | New |
| True Wealth Design, LLC | 115 | $3.36K | 0.00% | +6+5.5% | Added |
| Lowe Wealth Advisors, LLC | 120 | $3.50K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 121 | $3.53K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 121 | $3.53K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 137 | $3.99K | 0.00% | +2+1.5% | Added |
| Syntax Research, Inc. | 138 | $4.03K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 141 | $4.12K | 0.00% | +1+0.7% | Added |
| Laffer Tengler Investments | 141 | $4.12K | 0.00% | +141 | New |
| Armstrong Advisory Group, Inc | 146 | $4.22K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 150 | $4.38K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 152 | $4.44K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 156 | $4.76K | 0.00% | −120−43.5% | Reduced |
| Abound Wealth Management | 169 | $4.93K | 0.00% | +75+79.8% | Added |
| Pin Oak Investment Advisors Inc | 167 | $5.00K | 0.00% | +2+1.2% | Added |
| VitalStone Financial, LLC | 181 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 175 | $5.11K | 0.00% | +175 | New |
| Baldwin Brothers Inc | 190 | $5.55K | 0.00% | −423−69.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 192 | $5.61K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $5.84K | 0.00% | −210−51.2% | Reduced |
| West Branch Capital LLC | 200 | $5.84K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 200 | $5.84K | 0.00% | +200 | New |
| Key Financial Inc | 211 | $6.16K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 212 | $6.19K | 0.00% | −105−33.1% | Reduced |
| Dogwood Wealth Management LLC | 213 | $6.22K | 0.00% | +2+0.9% | Added |
| Albion Financial Group | 214 | $6.24K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 234 | $7.00K | 0.00% | −4−1.7% | Reduced |
| Avondale Wealth Management | 240 | $7.01K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 240 | $7.01K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 240 | $7.02K | 0.00% | +240 | New |
| Indiana Trust & Investment Management CO | 250 | $7.30K | 0.00% | −180−41.9% | Reduced |
| PFG Private Wealth Management, LLC | 250 | $7.30K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 250 | $7.30K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $7.30K | 0.00% | +250 | New |
| Blume Capital Management, Inc. | 258 | $7.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 259 | $7.55K | 0.00% | +3+1.2% | Added |
| Glen Eagle Advisors, LLC | 261 | $7.63K | 0.00% | −199−43.3% | Reduced |
| West Paces Advisors Inc. | 262 | $7.65K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 265 | $7.74K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 269 | $7.84K | 0.00% | −444−62.3% | Reduced |