Institutional Ownership Southwest Airlines CO (LUV)
This table provides information about the institutional ownership of Southwest Airlines CO (LUV). We have compiled data on the 926 institutions that hold shares in the stock, with a total of 534 Million shares, which have been reported (via 13F filing form) to have a value of $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
179
shares
|
$5,874
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
177
shares
|
$5,809
0.0% of portfolio
|
Q2 2023
Reduced 4.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
173
shares
|
$5,677
0.0% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
169
shares
|
$5,546
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
158
shares
|
$5,185
0.0% of portfolio
|
Q3 2025
Added 25.4%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
156
shares
|
$5,119
0.0% of portfolio
|
Q3 2023
Reduced 61.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
150
shares
|
$4,923
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
150
shares
|
$4,923
0.0% of portfolio
|
Q3 2025
Reduced 63.14%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
150
shares
|
$4,923
0.0% of portfolio
|
Q4 2019
Added 3538.67%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
149
shares
|
$4,890
0.0% of portfolio
|
Q3 2024
Reduced 75.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
145
shares
|
$4,758
0.0% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
144
shares
|
$4,726
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
143
shares
|
$4,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
142
shares
|
$4,660
0.0% of portfolio
|
Q3 2025
Reduced 46.82%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
140
shares
|
$4,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
140
shares
|
$4,594
0.0% of portfolio
|
Q1 2025
Reduced 14.63%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
140
shares
|
$4,594
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
140
shares
|
$4,594
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
138
shares
|
$4,529
0.0% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
138
shares
|
$4,529
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
138
shares
|
$4,529
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
137
shares
|
$4,496
0.0% of portfolio
|
Q3 2025
Added 19.13%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
132
shares
|
$4,332
0.0% of portfolio
|
Q2 2024
Reduced 49.43%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
123
shares
|
$4,036
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
121
shares
|
$3,971
0.0% of portfolio
|
Q4 2023
New holding
|
|