carbonthatcarbonthat
← Every company

Who Owns Southwest Airlines Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Southwest Airlines Co.

Who crossed 5% of LUV →
Managers holding
33
as of 2026-09-30
Reported value
$31.9M
summed across filings
Shares held
767.1K
Added vs trimmed
9 / 15
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Gradient Investments LLCCOM482.6K shtrimmed$20.1M
Gerald Baker Financial Group LLCCOM49.8K shadded$2.1M
Westwind CapitalStock31.3K shadded$1.3M
Athena Wealth Management, LLCCOM28.6K shtrimmed$1.2M
GAMMA Investing LLCCommon Stock23.5K shadded$979.8K
Sound Income Strategies, LLCCOM19.4K shadded$802.7K
M.E. ALLISON & CO., INC.COM16.9K shheld$704.2K
Farther Finance Advisors, LLCStock16.7K shadded$695.4K
Douglas Lane & Associates, LLCCOMMON12.5K shtrimmed$519.3K
Cooper Financial GroupCOM12.1K shtrimmed$505.1K
Horrell Capital Management, Inc.COM9.6K shtrimmed$397.7K
Valeo Financial Advisors, LLCStock9.5K shtrimmed$394.9K
BAKER TILLY WEALTH MANAGEMENT, LLCCOM9K shtrimmed$376.7K
Wedmont Private CapitalCOM8.4K shtrimmed$347.1K
Acropolis Investment Management, LLCCOM7.4K shtrimmed$309.5K
Avidian Wealth Enterprises, LLCCOM6.9K shtrimmed$288.4K
MOODY NATIONAL BANK TRUST DIVISIONCOM6.8K shheld$282.2K
Everhart Financial Group, Inc.COM5.7K shadded$238.6K
GK Wealth Management LLCCOM3.3K shtrimmed$137.9K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock2.5K shadded$104.4K
Bank & Trust CoCOM1.3K shheld$54K
ARMSTRONG ADVISORY GROUP, INCCOM1.3K shheld$53.9K
CoreCap Advisors, LLCStock758 shtrimmed$31.6K
Grove Bank & TrustCOM416 shtrimmed$17.3K
Olistico Wealth, LLCStock210 shheld$8.7K
VALLEY WEALTH MANAGERS, INC.Stock156 sh—$6.5K
Byrne Asset Management LLCCOM150 shtrimmed$6.3K
GILPIN WEALTH MANAGEMENT, LLCCOM130 sh—$5.4K
ELEVATION WEALTH PARTNERS, LLCCOM47 shadded$2K
Wealth Enhancement Trust Services, Inc.COM45 sh—$1.9K
Retirement Wealth Solutions LLCCOM23 shadded$958
Davis Capital ManagementStock11 shtrimmed$458
ATWOOD & PALMER INCCOM5 shheld$209

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on LUV

Company overviewEverything on LUV in one place, with the price.SEC filingsWhat LUV's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat LUV's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold LUV, and how big a bet.LobbyingWhat LUV spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on LUV's account, and who they worked for.Federal contractsWhat federal agencies pay LUV.Workplace safetyWhat OSHA found at LUV's sites.AircraftThe jets on LUV's registration.

Follow Southwest Airlines Co (LUV) by email

New trades in Southwest Airlines Co (LUV) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.