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 |
|---|---|---|---|---|---|
| Thoroughbred Financial Services, LLC | 7,323 | $213.0K | 0.02% | −1,493−16.9% | Reduced |
| Ronald Blue Trust, Inc. | 7,269 | $212.2K | 0.00% | +23+0.3% | Added |
| Verdence Capital Advisors LLC | 7,231 | $211.1K | 0.02% | −173−2.3% | Reduced |
| Stonebridge Capital Advisors LLC | 7,228 | $211.0K | 0.02% | −226−3.0% | Reduced |
| Family Legacy, Inc. | 7,215 | $210.6K | 0.08% | −200−2.7% | Reduced |
| Cultivar Capital, Inc. | 7,210 | $210.5K | 0.18% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 7,205 | $210.3K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 7,192 | $210.0K | 0.01% | +7,192 | New |
| Sheaff Brock Investment Advisors, LLC | 7,145 | $208.6K | 0.02% | −550−7.1% | Reduced |
| Coldstream Capital Management Inc | 7,120 | $207.8K | 0.01% | +7,120 | New |
| Avidian Wealth Solutions, LLC | 7,071 | $206.4K | 0.01% | +7,071 | New |
| Weil Company, Inc. | 7,062 | $206.1K | 0.08% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 7,055 | $205.9K | 0.14% | −198−2.7% | Reduced |
| Wallace Advisory Group, LLC | 7,125 | $205.8K | 0.15% | −4,124−36.7% | Reduced |
| Modera Wealth Management, LLC | 6,953 | $203.0K | 0.00% | +6,953 | New |
| Forum Financial Management, LP | 6,950 | $202.9K | 0.00% | −993−12.5% | Reduced |
| APG Asset Management N.V. | 7,443 | $201.2K | 0.00% | −700−8.6% | Reduced |
| Keybank National Association | 6,891 | $201.1K | 0.00% | +6,891 | New |
| First Heartland Consultants, Inc. | 6,893 | $201.0K | 0.02% | −101−1.4% | Reduced |
| West Wealth Group, LLC | 6,883 | $200.9K | 0.07% | +6,883 | New |
| Black Cypress Capital Management, LLC | 6,844 | $199.8K | 0.19% | +6,844 | New |
| Ameritas Investment Partners, Inc. | 6,653 | $194.2K | 0.01% | −405−5.7% | Reduced |
| nVerses Capital, LLC | 6,400 | $186.8K | 0.45% | +6,400 | New |
| Studio Investment Management LLC | 6,264 | $182.8K | 0.04% | +514+8.9% | Added |
| V-Square Quantitative Management LLC | 6,202 | $181.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,889 | $171.9K | 0.01% | +310+5.6% | Added |
| Principal Securities, Inc. | 5,834 | $170.3K | 0.01% | −23−0.4% | Reduced |
| CoreFirst Bank & Trust | 5,747 | $167.8K | 0.10% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,651 | $165.0K | 0.01% | −221−3.8% | Reduced |
| Lindbrook Capital, LLC | 5,628 | $164.3K | 0.02% | −5,688−50.3% | Reduced |
| GWM Advisors LLC | 5,533 | $161.5K | 0.00% | −1,867−25.2% | Reduced |
| Farmers & Merchants Investments Inc | 5,400 | $157.6K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 5,317 | $155.2K | 0.01% | −595−10.1% | Reduced |
| Private Trust Co NA | 5,073 | $148.1K | 0.02% | +32+0.6% | Added |
| Huntington National Bank | 5,001 | $146.0K | 0.00% | −104−2.0% | Reduced |
| Quadrant Capital Group LLC | 4,980 | $145.4K | 0.01% | +211+4.4% | Added |
| GAMMA Investing LLC | 4,680 | $136.6K | 0.03% | +595+14.6% | Added |
| Spire Wealth Management | 4,615 | $134.7K | 0.00% | +7+0.2% | Added |
| First Command Advisory Services, Inc. | 4,516 | $131.8K | 0.00% | −1,368−23.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 4,500 | $131.4K | 0.11% | −3,062−40.5% | Reduced |
| Hollencrest Capital Management | 4,265 | $124.5K | 0.01% | +10.0% | Added |
| Creative Financial Designs Inc | 4,151 | $121.2K | 0.01% | −663−13.8% | Reduced |
| Acadian Asset Management LLC | 4,120 | $120.0K | 0.00% | +4,120 | New |
| Larson Financial Group LLC | 3,719 | $108.6K | 0.01% | −4,526−54.9% | Reduced |
| Westpac Banking Corp | 3,614 | $105.5K | 0.01% | −1,115−23.6% | Reduced |
| Global Financial Private Client, LLC | 3,610 | $105.4K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,530 | $103.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,445 | $101.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,373 | $98.5K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 3,374 | $98.0K | 0.01% | −124−3.5% | Reduced |
| TCTC Holdings, LLC | 3,330 | $97.2K | 0.00% | −330−9.0% | Reduced |
| Venturi Wealth Management, LLC | 3,304 | $96.4K | 0.01% | +474+16.7% | Added |
| Degroof Petercam Asset Management | 3,300 | $96.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 3,178 | $92.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,156 | $92.1K | 0.00% | +1,001+46.5% | Added |
| Parkside Financial Bank & Trust | 3,124 | $91.2K | 0.01% | −328−9.5% | Reduced |
| North Star Investment Management Corp. | 3,119 | $91.1K | 0.01% | −500−13.8% | Reduced |
| Sentry Investment Management LLC | 3,116 | $91.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,095 | $90.3K | 0.02% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,064 | $89.4K | 0.02% | +3,064 | New |
| Wahed Invest LLC | 2,895 | $84.5K | 0.02% | +2,895 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,839 | $82.9K | 0.02% | +375+15.2% | Added |
| Sunbelt Securities, Inc. | 2,718 | $79.3K | 0.01% | −682−20.1% | Reduced |
| Rothschild Investment LLC | 2,715 | $79.3K | 0.01% | −64−2.3% | Reduced |
| LifeSteps Financial, Inc. | 2,689 | $78.5K | 0.06% | +2,689 | New |
| Cutler Group LP | 2,669 | $77.0K | 0.04% | −1,318−33.1% | Reduced |
| Pacific Center for Financial Services | 2,607 | $76.1K | 0.02% | +607+30.3% | Added |
| Wolff Wiese Magana LLC | 2,435 | $71.1K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,400 | $70.1K | 0.03% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,300 | $67.1K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2,281 | $66.6K | 0.01% | −64−2.7% | Reduced |
| Grove Bank & Trust | 2,222 | $64.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,432 | $63.1K | 0.00% | −353−12.7% | Reduced |
| Federated Hermes, Inc. | 2,156 | $62.9K | 0.00% | +2,156 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,115 | $62.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,106 | $61.5K | 0.01% | −72−3.3% | Reduced |
| Quarry LP | 2,032 | $59.3K | 0.02% | +1,126+124.3% | Added |
| Tobam | 2,007 | $59.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,014 | $58.8K | 0.03% | −1,338−39.9% | Reduced |
| Thompson Investment Management, Inc. | 2,000 | $58.4K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 2,000 | $58.4K | 0.02% | +2,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,963 | $57.3K | 0.01% | +1,963 | New |
| Bray Capital Advisors | 1,929 | $56.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,772 | $51.7K | 0.00% | +241+15.7% | Added |
| Register Financial Advisors LLC | 1,661 | $48.5K | 0.03% | +1,661 | New |
| Sound Income Strategies, LLC | 1,660 | $48.4K | 0.00% | −208−11.1% | Reduced |
| Sandy Spring Bank | 1,620 | $47.3K | 0.00% | −30−1.8% | Reduced |
| Castleark Management LLC | 1,560 | $45.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,560 | $45.5K | 0.01% | +1,560 | New |
| Whittier Trust Co of Nevada Inc | 1,560 | $45.5K | 0.00% | +11+0.7% | Added |
| Lummis Asset Management, LP | 1,500 | $43.8K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 1,479 | $43.0K | 0.03% | −3,750−71.7% | Reduced |
| Kozak & Associates, Inc. | 1,526 | $42.7K | 0.01% | +47+3.2% | Added |
| Farther Finance Advisors, LLC | 1,434 | $41.8K | 0.00% | +193+15.6% | Added |
| Westside Investment Management, Inc. | 1,427 | $41.7K | 0.01% | −150−9.5% | Reduced |
| New England Capital Financial Advisors LLC | 1,421 | $41.5K | 0.02% | +102+7.7% | Added |
| 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 |
| Riverview Trust Co | 1,390 | $40.6K | 0.03% | +1,390 | New |
| MCF Advisors LLC | 1,381 | $40.3K | 0.00% | +669+94.0% | Added |