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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/LUV

LUV

LUV — Smart Money Tracker (13F)

Southwest Airlines Co

-$2.4B

Net Activity

Data as of: 2026-03-31

Institutions Holding

874

Popularity Rank

#538

Avg Weight

0.10%

Total Value

$17.4B

Ownership Trend

874 institutions currently hold LUV, with 421 net buyers and 389 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

389

Net Buying Institutions

421

Key Holders

Key Holders

Top 5 by Value

PM
Primecap Management Co/ca/
$1.8B
FR
Franklin Resources INC
$1.7B
VC
Vanguard Capital Management LLC
$1.2B
EI
Elliott Investment Management L.P.
$1.1B
SS
State Street CORP
$1.1B

Top 5 by Conviction

US
U S Global Investors INC
7.31%
PC
Par Capital Management INC
5.68%
EI
Elliott Investment Management L.P.
5.67%
CA
Crake Asset Management LLP
3.83%
SS
Sound Shore Management INC /ct/
2.52%
View all 874 holding institutions

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 26/100).

Quarterly Activity

Recent Activity

+$6.6B

Total Buy Value

$13.0B

Total Sell Value

New buy124
Trim282
Add297
Sold out107

421

Net Buyers

389

Net Sellers

Game Theory Scenarios

Neutral— Wait & Watch

Institutional net outflow vs. buyer breadth keeps LUV neutral

Signal Basis

Institutional holders reduced total value by $2.45B in the latest quarter, yet buyer count (421) exceeded seller count (389), creating a mixed footprint. Insider trading data is absent, leaving no corroborating signal. This divergence between dollar flow and participant direction warrants a neutral stance.

Confirmation

A sustained net outflow in the next quarter combined with insider selling would tilt bearish; conversely, insider buying or a reversal in institutional flows would support a bullish shift.

Invalidation Risk

If the net dollar outflow accelerates materially or insider selling data surfaces, the neutral assessment would be invalidated.

AI-generated from institutional holders' SEC EDGAR disclosures and limited to historical data. Should not be relied upon as the sole basis for any investment decision.

See the institutional 13F filings behind this signal

Smart Money Convergence

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 2026-06-30 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/LUV

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Jan 25
Aug 25
BuySell
ActionInsiderTitleDateValue
SellJones JustinEVP Operations2025-12-05$302K
BuySARETSKY GREGG ADirector2025-08-06$82K
BuySARETSKY GREGG ADirector2025-08-06$18K
BuyFeinberg SarahDirector2025-08-05$6K
BuyFeinberg SarahDirector2025-08-05$39K
BuySARETSKY GREGG ADirector2025-04-30$100K
BuyBreber Pierre RDirector2025-04-29$40K
BuyBreber Pierre RDirector2025-04-29$22K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-22
2026-07-22

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)

View all Form 8-K filings

CUSIP

844741108, 844741908, 844741958, 844767103

FAQ

Who are the top institutional investors holding SOUTHWEST AIRLINES CO (LUV)?
Major stakeholders currently include Primecap Management Co/ca/ ($1.8B), Franklin Resources INC ($1.7B), Vanguard Capital Management LLC ($1.2B). Based on the latest 13F filings, there are a total of 874 tracked investment funds and institutions maintaining positions in LUV.
What is the overall institutional sentiment toward LUV recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.4B, driven by 421 managers accumulating shares while 389 reduced their exposure.
Which institutions have been selling or reducing their LUV positions?
In the latest period, 282 funds trimmed their holdings, and 107 managers completely exited their positions. The aggregate reported sell value was $13.0B.
Are there any notable investors adding LUV to their portfolios?
Yes, buying activity remains notable. 124 institutions opened new positions in {ticker}, and 297 existing holders added to their shares. The total reported buy value for the quarter amounted to $6.6B.

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Developer Access

Access LUV's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/LUV

CLI

npx alphasmo stocks get LUV
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