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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 1,381 | $40.3K | 0.01% | −130−8.6% | Reduced |
| CoreCap Advisors, LLC | 1,342 | $39.2K | 0.00% | +1,342 | New |
| 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 |
| Center for Financial Planning, Inc. | 1,335 | $39.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,317 | $38.4K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1,270 | $37.1K | 0.03% | +1,270 | New |
| Mather Group, LLC. | 1,175 | $33.9K | 0.00% | +1,175 | New |
| Tyler-Stone Wealth Management | 1,139 | $33.3K | 0.01% | +1+0.1% | Added |
| Delta Asset Management LLC | 1,130 | $33.0K | 0.00% | −1,125−49.9% | Reduced |
| FRG Family Wealth Advisors LLC | 1,253 | $32.5K | 0.01% | +1,253 | New |
| 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 |
| GPS Wealth Strategies Group, LLC | 1,098 | $32.1K | 0.01% | −333−23.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,081 | $31.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,024 | $29.9K | 0.01% | +9+0.9% | Added |
| Abich Financial Wealth Management LLC | 1,018 | $29.7K | 0.02% | +10+1.0% | Added |
| Ancora Advisors, LLC | 1,016 | $29.7K | 0.00% | −254−20.0% | Reduced |
| WR Wealth Planners, LLC | 1,015 | $29.6K | 0.01% | +1,015 | New |
| SRS Capital Advisors, Inc. | 1,006 | $29.4K | 0.00% | −25−2.4% | Reduced |
| 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 |
| Versant Capital Management, Inc | 990 | $28.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 965 | $28.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $27.7K | 0.01% | +200+26.7% | Added |
| Clearstead Advisors, LLC | 972 | $27.2K | 0.00% | −46−4.5% | Reduced |
| Capital Advisors, Ltd. LLC | 937 | $27.0K | 0.00% | +23+2.5% | Added |
| Caldwell Sutter Capital, Inc. | 890 | $26.0K | 0.01% | −1,255−58.5% | Reduced |
| Massmutual Trust Co FSB | 881 | $25.7K | 0.00% | +31+3.6% | Added |
| JFS Wealth Advisors, LLC | 880 | $25.7K | 0.00% | +146+19.9% | Added |
| Manchester Capital Management LLC | 879 | $25.7K | 0.00% | +47+5.6% | Added |
| Cassady Schiller Wealth Management, LLC | 859 | $25.1K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 851 | $24.8K | 0.00% | +851 | New |
| Beaird Harris Wealth Management, LLC | 847 | $24.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 806 | $23.5K | 0.03% | +5+0.6% | Added |
| Hexagon Capital Partners LLC | 799 | $23.3K | 0.01% | −59−6.9% | Reduced |
| TD Private Client Wealth LLC | 793 | $23.1K | 0.00% | −5,339−87.1% | Reduced |
| Castleview Partners, LLC | 772 | $22.5K | 0.01% | −2−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 784 | $22.2K | 0.00% | −1,085−58.1% | Reduced |
| Asset Dedication, LLC | 729 | $22.0K | 0.00% | +6+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 741 | $21.6K | 0.01% | +66+9.8% | Added |
| Plante Moran Financial Advisors, LLC | 740 | $21.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 738 | $21.5K | 0.01% | +9+1.2% | Added |
| Rise Advisors, LLC | 714 | $20.8K | 0.01% | +528+283.9% | Added |
| Pacific Capital Wealth Advisors, Inc | 686 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 677 | $20.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 671 | $19.6K | 0.01% | +671 | New |
| Caldwell Trust Co | 667 | $19.5K | 0.00% | −828−55.4% | Reduced |
| Costello Asset Management, INC | 650 | $19.0K | 0.01% | −300−31.6% | Reduced |
| HHM Wealth Advisors, LLC | 640 | $18.7K | 0.00% | +100+18.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 623 | $18.2K | 0.01% | +8+1.3% | Added |
| First Financial Corp | 616 | $18.0K | 0.01% | −14−2.2% | Reduced |
| Quent Capital, LLC | 610 | $17.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 608 | $17.7K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 599 | $17.5K | 0.01% | +7+1.2% | Added |
| Rakuten Securities, Inc. | 580 | $16.9K | 0.01% | −224−27.9% | Reduced |
| Annapolis Financial Services, LLC | 576 | $16.8K | 0.01% | −37−6.0% | Reduced |
| Elequin Capital LP | 566 | $16.5K | 0.00% | +566 | New |
| AdvisorNet Financial, Inc | 556 | $16.2K | 0.00% | −16−2.8% | Reduced |
| Robinson Value Management, Ltd. | 526 | $15.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 525 | $15.3K | 0.00% | 00.0% | Unchanged |
| Motco | 520 | $15.2K | 0.00% | +39+8.1% | Added |
| Glass Jacobson Investment Advisors llc | 506 | $14.8K | 0.01% | +103+25.6% | Added |
| Piscataqua Savings Bank | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 492 | $14.4K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 450 | $13.1K | 0.00% | +250+125.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 446 | $13.0K | 0.00% | +3+0.7% | Added |
| Raleigh Capital Management Inc. | 438 | $12.8K | 0.01% | −27−5.8% | Reduced |
| Financial Freedom, LLC | 415 | $12.1K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 415 | $12.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 405 | $11.8K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 400 | $11.7K | 0.01% | +400 | New |
| Arrow Financial Corp | 375 | $10.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 370 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 355 | $10.4K | 0.00% | +3+0.9% | Added |
| Founders Capital Management | 350 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 341 | $9.95K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 329 | $9.60K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 328 | $9.57K | 0.00% | +4+1.2% | Added |
| Wetzel Investment Advisors, Inc. | 321 | $9.33K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 310 | $9.05K | 0.01% | +310 | New |
| Smithfield Trust Co | 300 | $9.00K | 0.00% | −300−50.0% | Reduced |
| 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 |
| Insight Financial Services | 296 | $8.64K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 308 | $8.33K | 0.00% | +2+0.7% | Added |
| MV Capital Management, Inc. | 278 | $8.12K | 0.00% | +14+5.3% | Added |
| GW&K Investment Management, LLC | 273 | $8.00K | 0.00% | −6−2.2% | Reduced |
| PSI Advisors, LLC | 269 | $7.84K | 0.00% | −444−62.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 265 | $7.74K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 262 | $7.65K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 261 | $7.63K | 0.00% | −199−43.3% | Reduced |
| HighMark Wealth Management LLC | 259 | $7.55K | 0.00% | +3+1.2% | Added |
| Blume Capital Management, Inc. | 258 | $7.53K | 0.00% | 00.0% | Unchanged |
| 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 |
| Smartleaf Asset Management LLC | 240 | $7.02K | 0.00% | +240 | New |