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, Q3 2024
Institutional positions in Southwest Airlines Co as of Sep 30, 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
- 799
- +43 vs. Q2 2024
- Shares held
- 540.4M
- +38.1M (+7.6%) vs. Q2 2024
- Total value
- $16.1B
- +$1.69B (+11.8%) vs. Q2 2024
- New holders
- 112
- 220 more added
- Sold out
- 69
- 322 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Southwest Airlines Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,142 | $33.8K | 0.00% | −206−15.3% | Reduced |
| Bryn Mawr Trust Co | 1,176 | $34.8K | 0.00% | +1,176 | New |
| TD Private Client Wealth LLC | 1,184 | $35.1K | 0.00% | +345+41.1% | Added |
| Cape Investment Advisory, Inc. | 1,198 | $35.5K | 0.01% | +117+10.8% | Added |
| Westside Investment Management, Inc. | 1,227 | $36.4K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 1,300 | $38.5K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,327 | $39.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,320 | $39.1K | 0.00% | +140+11.9% | Added |
| ORG Partners LLC | 1,346 | $39.9K | 0.01% | −2,967−68.8% | Reduced |
| Manchester Capital Management LLC | 1,350 | $40.0K | 0.00% | +475+54.3% | Added |
| Financial Management Professionals, Inc. | 1,383 | $41.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1,400 | $41.0K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 1,389 | $41.2K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,401 | $41.5K | 0.00% | −304−17.8% | Reduced |
| Riverview Trust Co | 1,408 | $41.7K | 0.04% | +18+1.3% | Added |
| Rothschild Investment LLC | 1,457 | $43.2K | 0.00% | −668−31.4% | Reduced |
| Ridgewood Investments LLC | 1,489 | $44.1K | 0.02% | −233−13.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,493 | $44.2K | 0.01% | +6+0.4% | Added |
| Lummis Asset Management, LP | 1,500 | $44.4K | 0.05% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,500 | $44.4K | 0.01% | +1,500 | New |
| Kozak & Associates, Inc. | 1,474 | $45.6K | 0.01% | −107−6.8% | Reduced |
| Castleark Management LLC | 1,560 | $46.2K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,661 | $49.2K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,661 | $49.2K | 0.01% | +627+60.6% | Added |
| Financial Network Wealth Advisors LLC | 1,677 | $49.7K | 0.04% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,681 | $49.8K | 0.03% | −208−11.0% | Reduced |
| GeoWealth Management, LLC | 1,886 | $55.9K | 0.00% | +1,886 | New |
| New England Capital Financial Advisors LLC | 1,923 | $57.0K | 0.03% | +502+35.3% | Added |
| Covestor Ltd | 1,933 | $57.0K | 0.04% | −1,055−35.3% | Reduced |
| City State Bank | 1,955 | $57.9K | 0.02% | +700+55.8% | Added |
| NBC Securities, Inc. | 2,000 | $59.0K | 0.00% | +3+0.2% | Added |
| Sandy Spring Bank | 1,992 | $59.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,000 | $59.3K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,000 | $59.3K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 2,000 | $59.3K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2,001 | $59.3K | 0.00% | +1,095+120.9% | Added |
| Westpac Banking Corp | 2,016 | $59.7K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 2,106 | $62.4K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,156 | $63.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,254 | $66.0K | 0.02% | −213−8.6% | Reduced |
| Quarry LP | 2,283 | $67.6K | 0.02% | +2,283 | New |
| SRS Capital Advisors, Inc. | 2,290 | $67.9K | 0.01% | +40+1.8% | Added |
| EverSource Wealth Advisors, LLC | 2,484 | $73.6K | 0.00% | −3−0.1% | Reduced |
| Huntington National Bank | 2,529 | $74.9K | 0.00% | −2,483−49.5% | Reduced |
| Waldron Private Wealth LLC | 2,533 | $75.1K | 0.00% | +2,533 | New |
| Sentry Investment Management LLC | 2,586 | $77.0K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2,607 | $77.2K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,822 | $83.6K | 0.00% | −1,415−33.4% | Reduced |
| Venturi Wealth Management, LLC | 2,891 | $85.7K | 0.00% | −260−8.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,924 | $87.0K | 0.00% | −426−12.7% | Reduced |
| Beach Investment Counsel Inc | 3,076 | $91.0K | 0.01% | −1,828−37.3% | Reduced |
| North Star Investment Management Corp. | 3,109 | $92.1K | 0.01% | −10−0.3% | Reduced |
| Heritage Wealth Advisors | 3,258 | $96.5K | 0.00% | +80+2.5% | Added |
| TCTC Holdings, LLC | 3,330 | $98.7K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,433 | $102.0K | 0.00% | −12−0.3% | Reduced |
| Larson Financial Group LLC | 3,496 | $103.6K | 0.01% | −82−2.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,500 | $103.7K | 0.07% | +500+16.7% | Added |
| Oakworth Capital, Inc. | 3,526 | $104.5K | 0.01% | +153+4.5% | Added |
| Montag A & Associates Inc | 3,546 | $105.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3,610 | $107.0K | 0.04% | 00.0% | Unchanged |
| Wahed Invest LLC | 3,638 | $107.8K | 0.02% | +375+11.5% | Added |
| Private Trust Co NA | 3,849 | $114.0K | 0.01% | −773−16.7% | Reduced |
| Parkside Financial Bank & Trust | 3,856 | $114.3K | 0.02% | +383+11.0% | Added |
| Farther Finance Advisors, LLC | 4,066 | $120.4K | 0.00% | +1,932+90.5% | Added |
| Quadrant Capital Group LLC | 4,424 | $131.1K | 0.01% | −566−11.3% | Reduced |
| GWM Advisors LLC | 4,572 | $135.5K | 0.00% | −644−12.3% | Reduced |
| Center for Financial Planning, Inc. | 4,633 | $137.3K | 0.02% | +3,298+247.0% | Added |
| Spire Wealth Management | 4,746 | $140.6K | 0.00% | +141+3.1% | Added |
| Creative Financial Designs Inc | 4,843 | $143.5K | 0.01% | +247+5.4% | Added |
| Advisors Asset Management, Inc. | 4,864 | $144.1K | 0.00% | −1,126−18.8% | Reduced |
| Meeder Asset Management Inc | 4,918 | $145.7K | 0.01% | +383+8.4% | Added |
| CoreFirst Bank & Trust | 4,957 | $146.9K | 0.08% | +4,957 | New |
| Golden State Equity Partners | 5,173 | $153.3K | 0.02% | +5,173 | New |
| Zions Bancorporation, N.A. | 5,190 | $153.8K | 0.01% | +631+13.8% | Added |
| Strategic Investment Solutions, Inc. | 5,346 | $158.4K | 0.05% | +30+0.6% | Added |
| Proequities, Inc. | 5,355 | $158.7K | 0.01% | +285+5.6% | Added |
| Lindbrook Capital, LLC | 5,554 | $164.6K | 0.01% | −158−2.8% | Reduced |
| Black Cypress Capital Management, LLC | 5,778 | $171.2K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,069 | $179.8K | 0.01% | −584−8.8% | Reduced |
| Credit Agricole S A | 6,208 | $183.9K | 0.00% | −1,911−23.5% | Reduced |
| Caption Management, LLC | 6,451 | $191.1K | 0.02% | +6,451 | New |
| Wealthspire Advisors, LLC | 6,804 | $201.6K | 0.00% | −392−5.4% | Reduced |
| Mendel Capital Management LLC | 6,806 | $201.7K | 0.12% | +6,806 | New |
| GAMMA Investing LLC | 6,816 | $202.0K | 0.02% | +92+1.4% | Added |
| Schroder Investment Management Group | 6,880 | $203.2K | 0.00% | −2,622−27.6% | Reduced |
| Avidian Wealth Solutions, LLC | 6,894 | $204.3K | 0.01% | −226−3.2% | Reduced |
| West Wealth Group, LLC | 6,904 | $204.6K | 0.07% | +6,904 | New |
| Colony Group, LLC | 6,929 | $205.3K | 0.00% | +6,929 | New |
| Greenleaf Trust | 6,975 | $206.7K | 0.00% | −1,467−17.4% | Reduced |
| Studio Investment Management LLC | 6,978 | $206.8K | 0.04% | +343+5.2% | Added |
| Modera Wealth Management, LLC | 6,980 | $206.8K | 0.00% | +6,980 | New |
| MAI Capital Management | 6,982 | $206.9K | 0.00% | −75−1.1% | Reduced |
| Verdence Capital Advisors LLC | 6,994 | $207.2K | 0.02% | −54−0.8% | Reduced |
| Cim Investment Mangement Inc | 7,038 | $208.5K | 0.06% | −125−1.7% | Reduced |
| Verus Capital Partners, LLC | 7,059 | $208.9K | 0.02% | +7,059 | New |
| Centaurus Financial, Inc. | 7,055 | $209.0K | 0.01% | +1,769+33.5% | Added |
| Weil Company, Inc. | 7,062 | $209.2K | 0.07% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,113 | $210.8K | 0.00% | −1,243−14.9% | Reduced |
| First Heartland Consultants, Inc. | 7,133 | $211.0K | 0.02% | +79+1.1% | Added |
| Compass Wealth Management LLC | 7,130 | $211.3K | 0.05% | −701−9.0% | Reduced |