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 928 institutions that hold shares in the stock, with a total of 535 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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,100
shares
|
$68,922
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
2,048
shares
|
$67,215
0.04% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,026
shares
|
$66,493
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
2,000
shares
|
$65,640
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
1,928
shares
|
$63,276
0.03% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,919
shares
|
$62,981
0.01% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,866
shares
|
$61,242
0.0% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
1,635
shares
|
$53,660
0.06% of portfolio
|
Q3 2025
Added 84.54%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,611
shares
|
$52,873
0.03% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,560
shares
|
$51,199
0.0% of portfolio
|
Q3 2021
Reduced 99.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
1,549
shares
|
$50,838
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$49,230
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,471
shares
|
$48,278
0.01% of portfolio
|
Q4 2025
Added 3.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,469
shares
|
$48,212
0.0% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
1,445
shares
|
$47,424
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,424
shares
|
$46,735
0.0% of portfolio
|
Q3 2025
Added 51.65%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,412
shares
|
$46,341
0.04% of portfolio
|
Q4 2024
Reduced 37.36%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,400
shares
|
$45,948
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,392
shares
|
$45,685
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
1,390
shares
|
$45,619
0.07% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
1,389
shares
|
$45,586
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
1,368
shares
|
$44,897
0.02% of portfolio
|
Q3 2025
Reduced 33.01%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,363
shares
|
$44,733
0.03% of portfolio
|
Q3 2025
Reduced 20.39%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,310
shares
|
$42,994
0.03% of portfolio
|
Q1 2025
Reduced 16.29%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
1,309
shares
|
$42,961
0.01% of portfolio
|
Q2 2025
New holding
|
|