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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 273 | $8.00K | 0.00% | −6−2.2% | Reduced |
| MV Capital Management, Inc. | 278 | $8.12K | 0.00% | +14+5.3% | Added |
| DecisionPoint Financial, LLC | 308 | $8.33K | 0.00% | +2+0.7% | Added |
| Insight Financial Services | 296 | $8.64K | 0.01% | 00.0% | Unchanged |
| Trust Co | 300 | $8.76K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 300 | $8.76K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 300 | $8.76K | 0.00% | +300 | New |
| Smithfield Trust Co | 300 | $9.00K | 0.00% | −300−50.0% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 310 | $9.05K | 0.01% | +310 | New |
| Wetzel Investment Advisors, Inc. | 321 | $9.33K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 328 | $9.57K | 0.00% | +4+1.2% | Added |
| Private Wealth Management Group, LLC | 329 | $9.60K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 341 | $9.95K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 350 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 355 | $10.4K | 0.00% | +3+0.9% | Added |
| CVA Family Office, LLC | 370 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 375 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $11.7K | 0.01% | +400 | New |
| Deseret Mutual Benefit Administrators | 405 | $11.8K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 415 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 415 | $12.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 438 | $12.8K | 0.01% | −27−5.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 446 | $13.0K | 0.00% | +3+0.7% | Added |
| VisionPoint Advisory Group, LLC | 450 | $13.1K | 0.00% | +250+125.0% | Added |
| Bruce G. Allen Investments, LLC | 492 | $14.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 506 | $14.8K | 0.01% | +103+25.6% | Added |
| Motco | 520 | $15.2K | 0.00% | +39+8.1% | Added |
| REAP Financial Group, LLC | 525 | $15.3K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 526 | $15.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 556 | $16.2K | 0.00% | −16−2.8% | Reduced |
| Elequin Capital LP | 566 | $16.5K | 0.00% | +566 | New |
| Annapolis Financial Services, LLC | 576 | $16.8K | 0.01% | −37−6.0% | Reduced |
| Rakuten Securities, Inc. | 580 | $16.9K | 0.01% | −224−27.9% | Reduced |
| Archer Investment Corp | 599 | $17.5K | 0.01% | +7+1.2% | Added |
| Evergreen Private Wealth LLC | 608 | $17.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 610 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 616 | $18.0K | 0.01% | −14−2.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 623 | $18.2K | 0.01% | +8+1.3% | Added |
| HHM Wealth Advisors, LLC | 640 | $18.7K | 0.00% | +100+18.5% | Added |
| Costello Asset Management, INC | 650 | $19.0K | 0.01% | −300−31.6% | Reduced |
| Caldwell Trust Co | 667 | $19.5K | 0.00% | −828−55.4% | Reduced |
| GoalVest Advisory LLC | 671 | $19.6K | 0.01% | +671 | New |
| Hantz Financial Services, Inc. | 677 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 686 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 714 | $20.8K | 0.01% | +528+283.9% | Added |
| Winch Advisory Services, LLC | 738 | $21.5K | 0.01% | +9+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 740 | $21.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 741 | $21.6K | 0.01% | +66+9.8% | Added |
| Asset Dedication, LLC | 729 | $22.0K | 0.00% | +6+0.8% | Added |
| TD Waterhouse Canada Inc. | 784 | $22.2K | 0.00% | −1,085−58.1% | Reduced |
| Castleview Partners, LLC | 772 | $22.5K | 0.01% | −2−0.3% | Reduced |
| TD Private Client Wealth LLC | 793 | $23.1K | 0.00% | −5,339−87.1% | Reduced |
| Hexagon Capital Partners LLC | 799 | $23.3K | 0.01% | −59−6.9% | Reduced |
| LGT Financial Advisors LLC | 806 | $23.5K | 0.03% | +5+0.6% | Added |
| Beaird Harris Wealth Management, LLC | 847 | $24.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 851 | $24.8K | 0.00% | +851 | New |
| Cassady Schiller Wealth Management, LLC | 859 | $25.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 879 | $25.7K | 0.00% | +47+5.6% | Added |
| JFS Wealth Advisors, LLC | 880 | $25.7K | 0.00% | +146+19.9% | Added |
| Massmutual Trust Co FSB | 881 | $25.7K | 0.00% | +31+3.6% | Added |
| Caldwell Sutter Capital, Inc. | 890 | $26.0K | 0.01% | −1,255−58.5% | Reduced |
| Capital Advisors, Ltd. LLC | 937 | $27.0K | 0.00% | +23+2.5% | Added |
| Clearstead Advisors, LLC | 972 | $27.2K | 0.00% | −46−4.5% | Reduced |
| Optimum Investment Advisors | 950 | $27.7K | 0.01% | +200+26.7% | Added |
| FinTrust Capital Advisors, LLC | 965 | $28.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 990 | $28.9K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,000 | $29.2K | 0.02% | −1,000−50.0% | Reduced |
| Washington Trust Co | 1,000 | $29.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,006 | $29.4K | 0.00% | −25−2.4% | Reduced |
| WR Wealth Planners, LLC | 1,015 | $29.6K | 0.01% | +1,015 | New |
| Ancora Advisors, LLC | 1,016 | $29.7K | 0.00% | −254−20.0% | Reduced |
| Abich Financial Wealth Management LLC | 1,018 | $29.7K | 0.02% | +10+1.0% | Added |
| ICA Group Wealth Management, LLC | 1,024 | $29.9K | 0.01% | +9+0.9% | Added |
| Cape Investment Advisory, Inc. | 1,081 | $31.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,098 | $32.1K | 0.01% | −333−23.3% | Reduced |
| Pineridge Advisors LLC | 1,100 | $32.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,100 | $32.1K | 0.00% | +100+10.0% | Added |
| FRG Family Wealth Advisors LLC | 1,253 | $32.5K | 0.01% | +1,253 | New |
| Delta Asset Management LLC | 1,130 | $33.0K | 0.00% | −1,125−49.9% | Reduced |
| Tyler-Stone Wealth Management | 1,139 | $33.3K | 0.01% | +1+0.1% | Added |
| Mather Group, LLC. | 1,175 | $33.9K | 0.00% | +1,175 | New |
| Accordant Advisory Group Inc | 1,270 | $37.1K | 0.03% | +1,270 | New |
| Harbor Investment Advisory, LLC | 1,317 | $38.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,335 | $39.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,342 | $39.0K | 0.01% | −271−16.8% | Reduced |
| Avion Wealth | 1,307 | $39.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,342 | $39.2K | 0.00% | +1,342 | New |
| McIlrath & Eck, LLC | 1,381 | $40.3K | 0.01% | −130−8.6% | Reduced |
| MCF Advisors LLC | 1,381 | $40.3K | 0.00% | +669+94.0% | Added |
| Riverview Trust Co | 1,390 | $40.6K | 0.03% | +1,390 | New |
| City State Bank | 1,405 | $41.0K | 0.02% | −100−6.6% | Reduced |
| Keener Financial Planning LLC | 1,400 | $41.0K | 0.03% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,421 | $41.5K | 0.02% | +102+7.7% | Added |
| Westside Investment Management, Inc. | 1,427 | $41.7K | 0.01% | −150−9.5% | Reduced |
| Farther Finance Advisors, LLC | 1,434 | $41.8K | 0.00% | +193+15.6% | Added |
| Kozak & Associates, Inc. | 1,526 | $42.7K | 0.01% | +47+3.2% | Added |
| Covestor Ltd | 1,479 | $43.0K | 0.03% | −3,750−71.7% | Reduced |
| Lummis Asset Management, LP | 1,500 | $43.8K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,560 | $45.5K | 0.00% | +11+0.7% | Added |