2026-08-12
AI summary pending
View Full Filing (SEC EDGAR)Southwest Airlines Co
$40.76-2.2%
+$927.2M
Net Activity
+2.39% total shares
Institutions Holding
954
Popularity Rank
#518
Avg Weight
0.13%
Total Value
$24.4B
954 institutions currently hold LUV, with 482 net buyers and 401 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
401
Net Buying Institutions
482
Top 5 by Value
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Across its top 20 institutional holders, LUV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 33/100).
LUV ranks #518 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
LUV is a top-conviction position for U S Global Investors Inc — at 9.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in LUV belongs to Primecap Management Co/ca/, but the position matters far more to U S Global Investors Inc, who has 9.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its LUV position for two straight quarters, increasing it by $1.6M to reach $2.9M today.
Cooper Financial Group has trimmed its LUV position for two straight quarters, cutting it by $326.5K while still holding $505.1K.
LUV is down 2.2% today, but institutions show net buying of $927.2M this quarter — a divergence between today's price move and the underlying institutional flow.
LUV posted net income of $837.0M over the trailing twelve months.
+$3.3B
Total Buy Value
$2.4B
Total Sell Value
482
Net Buyers
401
Net Sellers
LUV
Q2 2026
Top 5 Institutional Movers
LUV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Justin Jones | 2025-12-05 | $302K |
| Buy | SARETSKY GREGG A | 2025-08-06 | $82K |
| Buy | SARETSKY GREGG A | 2025-08-06 | $18K |
| Buy | Feinberg Sarah | 2025-08-05 | $6K |
| Buy | Feinberg Sarah | 2025-08-05 | $39K |
| Buy | SARETSKY GREGG A | 2025-04-30 | $100K |
| Buy | Breber Pierre R | 2025-04-29 | $40K |
| Buy | Breber Pierre R | 2025-04-29 | $22K |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Sell (Full) | Daniel S Sullivan Senate | 2023-08-22 | $1K–$15K |
| Sell (Full) | Daniel S Sullivan Senate | 2023-08-22 | $1K–$15K |
No Form 144 planned sale filings in the last 90 days
2
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| Franklin Templeton, Inc. | 13G/A | 2026-10-07 | 10.2% |
| PRIMECAP MANAGEMENT CO/CA/ | 13G/A | 2026-10-05 | 10.0% |
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Southwest Airlines (LUV) disclosed on Aug. 10, 2026 that its board appointed Varun Krishna and Jason T. Liberty as directors, effective immediately, and expanded the board to 13 members. Krishna is CEO of Rocket Companies and interim CEO of Redfin; Liberty is chair and CEO of Royal Caribbean Cruises. The filing details standard non-employee director compensation, including a $100,000 annual retainer (prorated for the new directors), free travel benefits for directors and their families, 50 one-way flight passes per year, eligibility for equity grants, and retirement payments. Neither new director has been assigned to board committees, and the filing says there are no disclosable interested-party transactions.
View Full Filing (SEC EDGAR)Southwest Airlines (LUV) disclosed that its Compensation Committee approved changes to annual base salaries and long-term incentive targets for certain officers, effective August 15, 2026. CEO Bob Jordan’s base salary was set at $1,225,000, with a long-term incentive target of 1200% of base salary and a short-term incentive target of 200%. Other named executives, including the COO and CFO, received base salaries around $805,000–$815,000 and long-term incentive targets of 500%. The committee also shifted its peer benchmarking to the three largest U.S. airlines (American, Delta, United), using reported 2025 compensation data.
View Full Filing (SEC EDGAR)Southwest Airlines (LUV) filed an 8-K on July 22, 2026, announcing its second quarter 2026 financial results via a press release (Exhibit 99.1). This is a routine quarterly earnings disclosure.
View Full Filing (SEC EDGAR)844741108, 844741908, 844741958, 844767103
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Access LUV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/LUVCLI
npx alphasmo stocks get LUV