Who holds LUVticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SOUTHWEST AIRLS CO · COM · quarter ended 2026-03-31 · 20 members disclosed LUV ↗

627

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$13.9B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

316

addsholders whose share count rose or who opened the position (new + add), by shares

104

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of LUV ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	PRIMECAP MANAGEMENT CO/CA/	$1.8B	47,069,495	−322,600	trim
2	FRANKLIN RESOURCES INC	$1.7B	44,386,408	+4,185,878	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.2B	31,644,632	—	no prior
4	Elliott Investment Management L.P.	$1.1B	30,346,000	−20,782,500	trim
5	STATE STREET CORP	$1.1B	29,519,791	−1,702,983	trim
6	BlackRock, Inc.	$1.1B	28,573,281	−678,112	trim
7	VANGUARD PORTFOLIO MANAGEMENT LLC	$869M	23,130,148	—	no prior
8	FMR LLC	$367M	9,763,660	+6,027,103	add
9	Invesco Ltd.	$245M	6,517,386	+697,723	add
10	BANK OF AMERICA CORP /DE/	$236M	6,273,083	−662,816	trim
11	DIMENSIONAL FUND ADVISORS LP	$216M	5,763,154	+117,833	add
12	MORGAN STANLEY	$215M	5,731,005	−497,470	trim
13	PAR CAPITAL MANAGEMENT INC	$196M	5,219,192	+269,000	add
14	Qube Research & Technologies Ltd	$194M	5,159,735	+5,159,735	new
15	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$183M	4,858,283	−2,932,884	trim
16	NORTHERN TRUST CORP	$143M	3,815,812	−105,295	trim
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$128M	3,407,080	−87,709	trim
18	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$110M	2,937,132	+2,767,546	add
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$110M	2,920,605	−550,247	trim
20	Crake Asset Management LLP	$110M	2,919,976	+1,563,815	add
21	FEDERATED HERMES, INC.	$105M	2,795,269	+1,771,539	add
22	JANE STREET GROUP, LLC	$105M	2,784,768	+976,687	add
23	VANGUARD FIDUCIARY TRUST CO	$104M	2,769,264	—	no prior
24	JACOBS LEVY EQUITY MANAGEMENT, INC	$98.2M	2,613,887	−55,109	trim
25	BARCLAYS PLC	$96.3M	2,563,302	−342,621	trim
26	UBS Group AG	$95.6M	2,543,380	−4,921,689	trim
27	AMERICAN CENTURY COMPANIES INC	$79.5M	2,115,353	−1,011,526	trim
28	RAYMOND JAMES FINANCIAL INC	$75.4M	2,009,355	+454,305	add
29	CITADEL ADVISORS LLC	$72.7M	1,933,834	+107,991	add
30	MILLENNIUM MANAGEMENT LLC	$58.0M	1,544,748	+909,819	add
31	Amundi	$54.9M	1,461,344	+437,423	add
32	Nuveen, LLC	$45.1M	1,201,153	−7,448	trim
33	ROYAL BANK OF CANADA	$41.6M	1,107,727	−854,577	trim
34	Vanguard Global Advisers, LLC	$40.6M	1,081,846	—	no prior
35	DEUTSCHE BANK AG\	$39.1M	1,041,843	+158,838	add
36	NORDEA INVESTMENT MANAGEMENT AB	$39.1M	1,077,605	+308,402	add
37	BALYASNY ASSET MANAGEMENT L.P.	$38.5M	1,023,625	+234,943	add
38	HSBC HOLDINGS PLC	$34.5M	917,687	−961,109	trim
39	COOKSON PEIRCE & CO INC	$32.4M	863,345	+863,345	new
40	Legal & General Group Plc	$32.1M	854,332	−2,061	trim
41	Trexquant Investment LP	$30.8M	820,690	+496,853	add
42	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$29.5M	785,399	−15,316	trim
43	LPL Financial LLC	$28.1M	748,011	−6,296	trim
44	Bridgewater Associates, LP	$26.3M	700,368	+629,817	add
45	CITIGROUP INC	$25.9M	688,110	−220,695	trim
46	FIRST TRUST ADVISORS LP	$24.5M	651,106	+146,559	add
47	ENVESTNET ASSET MANAGEMENT INC	$24.1M	640,578	+103,403	add
48	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$23.2M	618,678	−64,168	trim
49	WELLS FARGO & COMPANY/MN	$23.1M	616,027	+281,588	add
50	AQR CAPITAL MANAGEMENT LLC	$23.1M	622,538	+350,441	add
51	SEI INVESTMENTS CO	$22.3M	592,515	+303,922	add
52	Kiltearn Partners LLP	$22.1M	588,883	−124,400	trim
53	Mitsubishi UFJ Asset Management Co., Ltd.	$22.0M	584,284	+8,645	add
54	NFJ INVESTMENT GROUP, LLC	$21.5M	571,281	+420,845	add
55	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$20.8M	553,965	−14,582	trim
56	ALLIANCEBERNSTEIN L.P.	$20.8M	503,407	+24,256	add
57	PRINCIPAL FINANCIAL GROUP INC	$20.6M	547,600	−21,359	trim
58	WS MANAGEMENT LLLP	$20.5M	546,511	−3,489	trim
59	Teewinot Capital Advisers, L.L.C.	$19.9M	530,081	+530,081	new
60	Squarepoint Ops LLC	$19.0M	506,981	+493,199	add
61	ADAGE CAPITAL PARTNERS GP, L.L.C.	$18.2M	483,377	+16,500	add
62	SHELTON CAPITAL MANAGEMENT	$17.7M	472,087	−439,168	trim
63	Engineers Gate Manager LP	$17.5M	465,426	+454,960	add
64	Assenagon Asset Management S.A.	$17.4M	462,903	+462,903	new
65	M&G Plc	$17.4M	457,469	−47,743	trim
66	Gradient Investments LLC	$17.0M	452,466	−50,870	trim
67	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$16.6M	441,701	−2,629,888	trim
68	Connor, Clark & Lunn Investment Management Ltd.	$16.5M	439,168	+364,230	add
69	CREDIT AGRICOLE S A	$16.0M	426,780	−29,232	trim
70	Calamos Advisors LLC	$15.6M	415,532	+97,500	add
71	Creative Planning	$15.3M	408,404	+33,657	add
72	Walleye Capital LLC	$15.1M	402,623	+356,857	add
73	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$14.9M	397,737	−38,303	trim
74	D. E. Shaw & Co., Inc.	$14.8M	393,774	+393,774	new
75	Centiva Capital, LP	$14.3M	381,161	+381,161	new
76	Y-Intercept (Hong Kong) Ltd	$14.0M	372,178	+180,040	add
77	NATIONAL BANK OF CANADA /FI/	$12.7M	337,198	−638,147	trim
78	BANK OF MONTREAL /CAN/	$12.7M	337,077	−59,464	trim
79	Ceredex Value Advisors LLC	$11.6M	308,053	+308,053	new
80	Gotham Asset Management, LLC	$11.2M	298,946	+118,330	add
81	THOMIST CAPITAL MANAGEMENT, LP	$10.8M	288,001	+185,141	add
82	CANADA PENSION PLAN INVESTMENT BOARD	$10.3M	275,373	−50,631	trim
83	OSAIC HOLDINGS, INC.	$9.4M	251,039	+24,682	add
84	PRUDENTIAL FINANCIAL INC	$9.3M	247,638	−13,729	trim
85	Chevy Chase Trust Holdings, LLC	$9.2M	245,495	−20,170	trim
86	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$8.7M	231,769	+11,198	add
87	VANGUARD ASSET MANAGEMENT, Ltd	$8.6M	228,873	—	no prior
88	XTX Topco Ltd	$7.6M	201,976	+54,076	add
89	RENAISSANCE TECHNOLOGIES LLC	$7.4M	197,380	+197,380	new
90	BW Gestao de Investimentos Ltda.	$7.1M	190,089	−33,494	trim
91	Quantinno Capital Management LP	$7.0M	187,054	+26,758	add
92	HighTower Advisors, LLC	$7.0M	185,656	−7,065	trim
93	Allspring Global Investments Holdings, LLC	$6.9M	179,583	+156,029	add
94	VICTORY CAPITAL MANAGEMENT INC	$6.7M	179,655	+1,717	add
95	OPPENHEIMER ASSET MANAGEMENT INC.	$6.6M	175,519	−63,321	trim
96	Cetera Investment Advisers	$6.6M	175,125	+3,366	add
97	Schonfeld Strategic Advisors LLC	$6.4M	169,422	+169,422	new
98	Edgestream Partners, L.P.	$6.3M	168,858	+14,741	add
99	Qsemble Capital Management, LP	$6.3M	166,901	+62,984	add
100	Weiss Asset Management LP	$6.1M	161,040	+55,122	add
101	HEARTLAND ADVISORS INC	$6.0M	160,304	+57,868	add
102	PDT Partners, LLC	$5.9M	156,880	−67,200	trim
103	Longaeva Partners L.P.	$5.8M	154,535	+154,535	new
104	Allianz Asset Management GmbH	$5.6M	148,970	+148,970	new
105	Mariner, LLC	$5.5M	146,605	−11,861	trim
106	STIFEL FINANCIAL CORP	$5.5M	146,000	+14,909	add
107	PUBLIC SECTOR PENSION INVESTMENT BOARD	$5.3M	139,799	+8,078	add
108	Czech National Bank	$5.0M	133,808	−2,558	trim
109	TD ASSET MANAGEMENT INC	$4.9M	131,075	−1,072	trim
110	Aberdeen Group plc	$4.9M	131,067	+8,593	add
111	Mirae Asset Global Investments Co., Ltd.	$4.8M	128,605	+46,001	add
112	Beacon Pointe Advisors, LLC	$4.8M	128,393	+22,231	add
113	STATE OF MICHIGAN RETIREMENT SYSTEM	$4.8M	128,303	−7,100	trim
114	NewEdge Advisors, LLC	$4.8M	127,331	+127,331	new
115	Tidal Investments LLC	$4.6M	122,770	+9,677	add
116	Caption Management, LLC	$4.6M	121,900	+65,625	add
117	TRUIST FINANCIAL CORP	$4.5M	121,018	+5,821	add
118	Brevan Howard Capital Management LP	$4.5M	119,252	+110,188	add
119	Man Group plc	$4.4M	117,610	+56,392	add
120	CIBC Bancorp USA Inc.	$4.4M	117,245	—	no prior
121	Howard Capital Management, LLC	$4.3M	115,343	−26,691	trim
122	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$4.3M	114,449	−5,844	trim
123	FIRST NATIONAL BANK OF OMAHA	$4.3M	117,367	+1,754	add
124	CIBC Asset Management Inc	$4.3M	113,163	−4,364	trim
125	Twin Lakes Capital Management, LLC	$4.0M	107,617	−1,785	trim
126	Wealthfront Advisers LLC	$4.0M	107,577	+75,260	add
127	ProShare Advisors LLC	$4.0M	105,171	−38,779	trim
128	Retirement Systems of Alabama	$3.9M	104,335	−5,680	trim
129	New Age Alpha Advisors, LLC	$3.7M	98,397	−6,191	trim
130	Turas Capital Management LP	$3.6M	96,500	+96,500	new
131	VOYA INVESTMENT MANAGEMENT LLC	$3.6M	95,939	−3,433	trim
132	M&T BANK CORP	$3.5M	93,571	+1,002	add
133	COMMONWEALTH EQUITY SERVICES, LLC	$3.5M	93,313	−5,632	trim
134	Corient Private Wealth LLC	$3.5M	92,638	−77,515	trim
135	Sanctuary Advisors, LLC	$3.4M	90,651	+5,513	add
136	US BANCORP \DE\	$3.4M	90,451	−775	trim
137	USS Investment Management Ltd	$3.4M	90,334	+7,747	add
138	Kercheville Advisors, LLC	$3.4M	90,174	−39,350	trim
139	CAXTON ASSOCIATES LLP	$3.4M	89,659	+56,412	add
140	FAS Wealth Partners, Inc.	$3.4M	89,224	+2,473	add
141	Lighthouse Investment Partners, LLC	$3.3M	87,082	+87,082	new
142	ZACKS INVESTMENT MANAGEMENT	$3.3M	86,761	+3,953	add
143	Oak Thistle LLC	$3.3M	86,546	+67,588	add
144	PATTON FUND MANAGEMENT, INC.	$3.2M	86,047	+79,829	add
145	CAMBIAR INVESTORS LLC	$3.2M	85,863	+85,863	new
146	FIFTH THIRD BANCORP	$3.1M	83,825	+60,273	add
147	Rockefeller Capital Management L.P.	$3.1M	83,641	+4,284	add
148	Game Creek Capital, LP	$3.1M	82,125	−75,750	trim
149	JONES FINANCIAL COMPANIES LLLP	$3.0M	81,104	−19,869	trim
150	NOMURA HOLDINGS INC	$3.0M	78,846	−3,851,665	trim
151	TORONTO DOMINION BANK	$2.9M	78,428	−141,124	trim
152	AXQ CAPITAL, LP	$2.9M	76,950	+76,950	new
153	NEOS Investment Management LLC	$2.9M	75,951	−17,178	trim
154	OPPENHEIMER & CO INC	$2.7M	70,813	+11,378	add
155	Aquatic Capital Management LLC	$2.6M	70,285	+70,285	new
156	MERCER GLOBAL ADVISORS INC /ADV	$2.6M	70,122	+9,699	add
157	Dana Investment Advisors, Inc.	$2.6M	69,955	−736	trim
158	Jain Global LLC	$2.6M	67,956	−158,043	trim
159	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.5M	67,346	−2,615	trim
160	Kestra Advisory Services, LLC	$2.4M	62,988	−27	trim
161	LBP AM SA	$2.3M	62,402	+62,402	new
162	Verdence Capital Advisors LLC	$2.3M	61,113	+25,125	add
163	Daiwa Securities Group Inc.	$2.3M	60,931	+1,128	add
164	MACKENZIE FINANCIAL CORP	$2.1M	57,135	−6,368	trim
165	Vanguard Personalized Indexing Management, LLC	$2.1M	56,811	+5,032	add
166	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.1M	56,220	+56,220	new
167	XPONANCE LLC	$2.1M	55,998	+9,583	add
168	TWO SIGMA INVESTMENTS, LP	$2.1M	55,702	−36,814	trim
169	IMC-Chicago, LLC	$2.1M	54,730	−112,758	trim
170	CenterBook Partners LP	$2.1M	54,715	+29,357	add
171	Vinva Investment Management Ltd	$2.0M	38,358	+38,358	new
172	BOOTHBAY FUND MANAGEMENT, LLC	$2.0M	53,704	+48,200	add
173	Cerity Partners LLC	$2.0M	52,721	+13,545	add
174	APG Asset Management N.V.	$2.0M	60,487	−2,862	trim
175	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.0M	52,273	−3,272	trim
176	GROUP ONE TRADING LLC	$2.0M	52,101	−66,077	trim
177	Avanza Fonder AB	$1.9M	51,704	0	no change
178	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$1.9M	51,500	+51,500	new
179	MEEDER ASSET MANAGEMENT INC	$1.9M	50,792	+16,704	add
180	UniSuper Management Pty Ltd	$1.9M	50,721	−4,727	trim
181	Gerald Baker Financial Group LLC	$1.9M	50,615	—	no prior
182	Shellback Capital, LP	$1.9M	50,000	+50,000	new
183	BNP Paribas Asset Management Holding S.A.	$1.9M	49,744	+35,791	add
184	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$1.9M	49,629	−1,301	trim
185	Catalyst Capital Advisors LLC	$1.9M	49,600	+49,600	new
186	Harvest Portfolios Group Inc.	$1.8M	48,728	−5,019	trim
187	Ashton Thomas Private Wealth, LLC	$1.8M	48,419	+28,906	add
188	North Dakota State Investment Board	$1.8M	48,364	−4,604	trim
189	Rakuten Investment Management, Inc.	$1.8M	48,388	+2,264	add
190	Consolidated Investment Group LLC	$1.8M	46,600	+46,600	new
191	Greenfield Seitz Capital Management, LLC	$1.7M	45,968	−3,432	trim
192	Rafferty Asset Management, LLC	$1.7M	45,305	−20,251	trim
193	FIDELIS CAPITAL PARTNERS, LLC	$1.7M	44,731	−31,885	trim
194	Summit Trail Advisors, LLC	$1.7M	44,240	+21,624	add
195	Pathstone Holdings, LLC	$1.7M	43,970	+1,787	add
196	Universal- Beteiligungs- und Servicegesellschaft mbH	$1.6M	43,681	+2,745	add
197	Farringdon Capital, Ltd.	$1.6M	43,236	+43,236	new
198	Concurrent Investment Advisors, LLC	$1.6M	42,776	+6,552	add
199	Tower Research Capital LLC (TRC)	$1.6M	41,324	+32,416	add
200	Atria Investments, Inc	$1.6M	41,319	−4,570	trim
201	Mattson Financial Services, LLC	$1.5M	41,073	−5,866	trim
202	&PARTNERS	$1.5M	40,960	+2,158	add
203	Carrera Capital Advisors	$1.5M	40,620	+40,620	new
204	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.5M	40,724	+1,622	add
205	RWA WEALTH PARTNERS, LLC	$1.5M	39,468	+33	add
206	Sequoia Financial Advisors, LLC	$1.5M	38,624	+8,772	add
207	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.4M	36,923	+876	add
208	PEAK6 LLC	$1.4M	36,738	−1,574,312	trim
209	Bellwether Advisors, LLC	$1.4M	36,076	+36,076	new
210	Alphadyne Asset Management LP	$1.3M	35,118	+35,118	new
211	Lombard Odier Asset Management (USA) Corp	$1.3M	34,363	−33,966	trim
212	BANK OF NOVA SCOTIA	$1.3M	33,531	−35,055	trim
213	Crossmark Global Holdings, Inc.	$1.2M	33,077	—	no prior
214	Buckley Wealth Management, LLC	$1.2M	32,835	+32,835	new
215	CWM, LLC	$1.2M	32,787	+4,939	add
216	QRG CAPITAL MANAGEMENT, INC.	$1.2M	32,709	+3,626	add
217	MML INVESTORS SERVICES, LLC	$1.2M	31,880	−4,747	trim
218	CIBC WORLD MARKET INC.	$1.2M	31,828	+4,570	add
219	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.2M	30,872	+10,428	add
220	SageGuard Financial Group, LLC	$1.2M	30,617	+30,617	new
221	Allworth Financial LP	$1.1M	30,144	+1,398	add
222	S&T BANK/PA	$1.1M	30,077	−16,812	trim
223	Gibbs Wealth Management	$1.1M	29,879	+13,874	add
224	Athena Wealth Management, LLC	$1.1M	29,748	—	no prior
225	MIZUHO SECURITIES USA LLC	$1.1M	29,702	−7,954	trim
226	GUGGENHEIM CAPITAL LLC	$1.1M	29,435	+14,070	add
227	WINTON GROUP Ltd	$1.1M	29,435	+1,701	add
228	DRW Securities, LLC	$1.1M	28,592	+28,592	new
229	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$1.0M	27,450	+27,450	new
230	Lido Advisors, LLC	$1.0M	26,915	−7,461	trim
231	1900 WEALTH MANAGEMENT LLC	$1.0M	26,854	+13	add
232	MGO ONE SEVEN LLC	$919K	24,460	+10,082	add
233	Utah Retirement Systems	$918K	24,441	0	no change
234	TOTAL INVESTMENT MANAGEMENT INC	$916K	24,389	−11,270	trim
235	MBM WEALTH CONSULTANTS, LLC	$909K	24,182	+822	add
236	Portside Wealth Group, LLC	$905K	24,101	−8,591	trim
237	CI INVESTMENTS INC.	$903K	24,047	+190	add
238	U.S. Capital Wealth Advisors, LLC	$899K	23,917	+1,353	add
239	Cardinal Point Capital Management ULC	$892K	23,631	+9,410	add
240	FOX RUN MANAGEMENT, L.L.C.	$874K	24,092	+24,092	new
241	Maryland State Retirement & Pension System	$873K	23,246	0	no change
242	Savant Capital, LLC	$863K	22,958	+868	add
243	HOWARD FINANCIAL SERVICES, LTD.	$861K	22,907	+181	add
244	ICON ADVISERS INC/CO	$842K	22,400	0	no change
245	Cooper Financial Group	$832K	22,133	−1,612	trim
246	Caitong International Asset Management Co., Ltd	$810K	21,570	+21,570	new
247	NORDEN GROUP LLC	$806K	21,465	−8,587	trim
248	Brown Financial Advisors	$797K	21,202	−5,481	trim
249	RFG Advisory, LLC	$795K	21,156	−32	trim
250	Pictet Asset Management Holding SA	$793K	21,094	0	no change
251	SFMG, LLC	$793K	21,094	−1,317	trim
252	ALTFEST L J & CO INC	$787K	20,945	−12,998	trim
253	AIGEN INVESTMENT MANAGEMENT, LP	$786K	20,913	+248	add
254	MAI Capital Management	$783K	20,851	−507	trim
255	Vident Advisory, LLC	$778K	20,695	+3,829	add
256	VARCOV Co.	$774K	20,592	−8,981	trim
257	Empirical Finance, LLC	$766K	20,398	−76	trim
258	Invst, LLC	$764K	20,344	+20,344	new
259	MUFG Securities EMEA plc	$757K	20,142	−1,059	trim
260	CWC Advisors, LLC.	$757K	20,139	−204	trim
261	Norinchukin Bank, The	$754K	20,064	−3,095	trim
262	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$727K	19,345	−2,204	trim
263	OLD NATIONAL BANCORP /IN/	$726K	19,314	+2,772	add
264	SCOTIA CAPITAL INC.	$723K	19,239	+12,582	add
265	Focus Partners Wealth	$721K	19,162	−12,439	trim
266	Candriam S.C.A.	$714K	19,000	−1,516	trim
267	Snowden Capital Advisors LLC	$709K	18,788	−1,835	trim
268	PRINCIPAL SECURITIES, INC.	$702K	18,673	+2,276	add
269	AE Wealth Management LLC	$699K	18,607	+1,147	add
270	LMR Partners LLP	$695K	18,500	+18,500	new
271	Nicholas Investment Partners, LP	$691K	18,385	+18,385	new
272	CALIBER WEALTH MANAGEMENT, LLC / KS	$686K	18,258	+6,320	add
273	FIDUCIARY TRUST CO	$684K	18,195	−4,890	trim
274	Rothschild Wealth LLC	$681K	18,116	+18,116	new
275	Asset Management One Co., Ltd.	$679K	18,070	−1,198	trim
276	World Investment Advisors	$678K	18,056	−3,092	trim
277	Linscomb Wealth, Inc.	$675K	17,972	+7,449	add
278	Federation des caisses Desjardins du Quebec	$674K	17,935	+3,572	add
279	EVOLVE PRIVATE WEALTH, LLC	$666K	17,718	+17,718	new
280	Headlands Technologies LLC	$659K	17,528	+17,528	new
281	Empower Advisory Group, LLC	$645K	17,160	−7,186	trim
282	Winthrop Advisory Group LLC	$642K	17,000	0	no change
283	M.E. ALLISON & CO., INC.	$635K	16,911	0	no change
284	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$626K	16,654	0	no change
285	Annis Gardner Whiting Capital Advisors, LLC	$625K	16,561	+124	add
286	Colonial River Investments, LLC	$623K	16,595	+217	add
287	Prospera Financial Services Inc	$622K	16,545	−130	trim
288	Empowered Funds, LLC	$620K	16,506	+16,506	new
289	Institute for Wealth Management, LLC.	$610K	16,236	0	no change
290	MACQUARIE GROUP LTD	$609K	16,206	−862,424	trim
291	Tarbox Family Office, Inc.	$605K	16,110	−304	trim
292	AlphaCore Capital LLC	$605K	16,045	+2,074	add
293	Blue Trust, Inc.	$600K	15,958	+14,282	add
294	Midwest Trust Co	$596K	15,861	−161	trim
295	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$591K	15,721	−803	trim
296	HB Wealth Management, LLC	$586K	15,590	+926	add
297	Sendero Wealth Management, LLC	$578K	15,388	0	no change
298	GTS SECURITIES LLC	$577K	15,366	+9,874	add
299	Pflug Koory, LLC	$567K	15,103	0	no change
300	Private Advisor Group, LLC	$567K	15,098	−751	trim
301	BEACON INVESTMENT ADVISORS LLC	$567K	15,094	−265	trim
302	Sumitomo Mitsui DS Asset Management Company, Ltd	$566K	15,068	+1,066	add
303	Laird Norton Wetherby Trust Company, LLC	$552K	14,631	−679	trim
304	DIVERSIFY WEALTH MANAGEMENT, LLC	$551K	14,794	+681	add
305	INDEPENDENT FINANCIAL GROUP, LLC	$547K	14,560	—	no prior
306	Baird Financial Group, Inc.	$538K	14,321	+14,321	new
307	Equitable Holdings, Inc.	$528K	14,059	+14,059	new
308	Steward Partners Investment Advisory, LLC	$526K	14,008	−1,383	trim
309	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$523K	13,929	+13,929	new
310	WELLINGTON MANAGEMENT GROUP LLP	$511K	13,590	+7,277	add
311	STEPHENS INC /AR/	$509K	12,964	−3,014	trim
312	Ascentis Independent Advisors	$507K	13,501	+1,568	add
313	STOREBRAND ASSET MANAGEMENT AS	$506K	13,475	—	no prior
314	SECURIAN ASSET MANAGEMENT, INC	$501K	13,328	−734	trim
315	Aptus Capital Advisors, LLC	$499K	13,294	+6,833	add
316	Brooklyn Investment Group	$497K	13,238	+4,812	add
317	HUNTINGTON NATIONAL BANK	$495K	13,184	+13,184	new
318	BLAIR WILLIAM & CO/IL	$491K	13,061	+923	add
319	111 Capital	$490K	13,038	+13,038	new
320	CAPITAL ADVISORS INC/OK	$483K	12,867	+2,101	add
321	Oxbow Advisors, LLC	$477K	12,706	0	no change
322	NOMURA ASSET MANAGEMENT CO LTD	$471K	12,530	−2,741	trim
323	COMMERCE BANK	$460K	12,245	+418	add
324	LEVEL FOUR ADVISORY SERVICES, LLC	$452K	12,033	+3,429	add
325	Paladin Wealth, LLC	$449K	11,956	−1,807	trim
326	Verition Fund Management LLC	$447K	11,890	−158,706	trim
327	BINGHAM PRIVATE WEALTH, LLC	$445K	11,838	+483	add
328	KESTRA PRIVATE WEALTH SERVICES, LLC	$433K	11,514	−1,227	trim
329	Jefferies Financial Group Inc.	$421K	11,200	+4,178	add
330	Kingsview Wealth Management, LLC	$414K	11,007	+1,502	add
331	Mutual Advisors, LLC	$413K	10,985	−880	trim
332	EVERGREEN CAPITAL MANAGEMENT LLC	$411K	10,885	+307	add
333	Marex Group Ltd	$408K	10,855	+10,855	new
334	ExodusPoint Capital Management, LP	$406K	10,799	+10,799	new
335	COLDSTREAM CAPITAL MANAGEMENT INC	$406K	10,798	+1,405	add
336	Wealth Management Associates, Inc.	$404K	10,750	+10,750	new
337	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$402K	10,700	+10,700	new
338	BURNEY CO/	$392K	10,435	−60	trim
339	ROMAN BUTLER FULLERTON & CO	$384K	9,503	+19	add
340	Credit Capital Investments LLC	$381K	10,150	+10,150	new
341	Focus Partners Advisor Solutions, LLC	$381K	10,147	+3,699	add
342	Merit Financial Group, LLC	$380K	10,110	+3,207	add
343	First Eagle Investment Management, LLC	$376K	10,000	0	no change
344	Horrell Capital Management, Inc.	$376K	10,000	−200	trim
345	True North Advisors, LLC	$372K	9,900	−120	trim
346	Baader Bank Aktiengesellschaft	$365K	9,830	+9,830	new
347	Three Seasons Wealth, LLC	$353K	9,363	+9,363	new
348	TEMA ETFS LLC	$350K	9,311	+42	add
349	Metis Global Partners, LLC	$350K	9,307	−1,830	trim
350	Janus Henderson Group Ltd.	$349K	9,285	−2,783	trim
351	HUB Investment Partners, LLC	$348K	9,267	+168	add
352	Hilltop Holdings Inc.	$345K	9,187	−4,775	trim
353	Eurizon Capital SGR S.p.A.	$343K	9,142	+243	add
354	Lee Financial Co	$343K	9,081	+4	add
355	Cladis Investment Advisory, LLC	$338K	9,000	0	no change
356	TRB Wealth Management, LLC	$338K	8,948	—	no prior
357	Cresset Asset Management, LLC	$325K	8,607	+8,607	new
358	EXCHANGE TRADED CONCEPTS, LLC	$320K	8,529	+924	add
359	PICTON MAHONEY ASSET MANAGEMENT	$319K	8,485	+8,485	new
360	Mitsubishi UFJ Trust & Banking Corp	$318K	8,461	+8,461	new
361	PERSONAL CFO SOLUTIONS, LLC	$317K	8,391	+1,004	add
362	OXFORD ASSET MANAGEMENT LLP	$314K	8,364	+8,364	new
363	INCEPTIONR LLC	$313K	8,336	−26,082	trim
364	D.A. DAVIDSON & CO.	$311K	8,270	−1,241	trim
365	Leonteq Securities AG	$310K	8,240	+3,196	add
366	SIGNATUREFD, LLC	$309K	8,227	+877	add
367	NewEdge Wealth, LLC	$308K	8,194	−2,906	trim
368	KEYBANK NATIONAL ASSOCIATION/OH	$307K	8,178	+8,178	new
369	Bridgewater Advisors Inc.	$307K	7,879	−134	trim
370	Lake Hills Wealth Management, LLC	$304K	8,104	+8,104	new
371	Oxinas Partners, LLC	$304K	8,100	−1,400	trim
372	GROUPAMA ASSET MANAGMENT	$298K	7,920	−5,811	trim
373	Geneos Wealth Management Inc.	$294K	7,813	−1,030	trim
374	UMB Bank, n.a.	$291K	7,750	+156	add
375	Triton Wealth Management, PLLC	$289K	7,518	−338	trim
376	MONETA GROUP INVESTMENT ADVISORS LLC	$289K	7,682	−504	trim
377	Opal Wealth Advisors, LLC	$288K	7,672	−1,154	trim
378	United Capital Management of KS, Inc.	$286K	7,604	+7,604	new
379	Acropolis Investment Management, LLC	$285K	7,598	0	no change
380	Arcataur Capital Management LLC	$284K	7,560	+115	add
381	Stratos Wealth Partners, LTD.	$283K	7,537	+846	add
382	Narwhal Capital Management	$282K	7,500	−290	trim
383	Navigation Wealth Management, Inc.	$274K	7,292	0	no change
384	CAPSTONE INVESTMENT ADVISORS, LLC	$273K	7,261	+7,261	new
385	Third View Private Wealth, LLC	$272K	7,244	+1,918	add
386	Blueshift Asset Management, LLC	$266K	7,088	+7,088	new
387	Wedmont Private Capital	$266K	6,585	+603	add
388	VERUS CAPITAL PARTNERS, LLC	$266K	7,070	+2,046	add
389	Weil Company, Inc.	$265K	7,062	0	no change
390	STATE OF WISCONSIN INVESTMENT BOARD	$261K	6,935	−365	trim
391	Bridgefront Capital, LLC	$260K	6,929	+6,929	new
392	DOLIVER ADVISORS, LP	$260K	6,928	−140	trim
393	CITIZENS FINANCIAL GROUP INC/RI	$259K	6,864	+1,233	add
394	BAKER TILLY WEALTH MANAGEMENT, LLC	$258K	6,869	−1,606	trim
395	WOODMONT INVESTMENT COUNSEL LLC	$255K	6,799	−2,933	trim
396	MOODY NATIONAL BANK TRUST DIVISION	$255K	6,776	−2,584	trim
397	Mendel Capital Management LLC	$254K	6,767	—	no prior
398	Avidian Wealth Enterprises, LLC	$254K	6,759	−193	trim
399	MIRABELLA FINANCIAL SERVICES LLP	$254K	6,753	+6,753	new
400	Cornerstone Wealth Management, LLC	$252K	6,717	+44	add
401	Brookstone Capital Management	$252K	6,707	+6,707	new
402	SUMMITRY LLC	$249K	6,637	+154	add
403	ALEXANDER LABRUNERIE & CO., INC.	$248K	6,592	−247	trim
404	West Wealth Group, LLC	$245K	6,527	+14	add
405	TABR Capital Management, LLC	$245K	6,524	+6,524	new
406	Resona Asset Management Co.,Ltd.	$245K	6,738	+498	add
407	Ackerman Capital Advisors, LLC	$240K	6,382	0	no change
408	Apollon Wealth Management, LLC	$239K	6,374	+6,374	new
409	Excelsior Advisor Network LLC	$239K	6,365	+31	add
410	Arax Advisory Partners	$238K	6,343	+3,601	add
411	Sowell Financial Services LLC	$238K	6,339	+96	add
412	Triad Wealth Partners, LLC	$235K	6,264	+6,264	new
413	Horst & Graben Wealth Management LLC	$233K	6,091	+2	add
414	Avior Wealth Management, LLC	$232K	6,179	+6,179	new
415	Vestmark Advisory Solutions, Inc.	$231K	6,156	+10	add
416	Wealthspire Advisors, LLC	$230K	6,114	−4,226	trim
417	Magnetar Financial LLC	$230K	6,329	+6,329	new
418	Kovack Advisors, Inc.	$228K	6,054	+6,054	new
419	Larson Financial Group LLC	$228K	6,060	−2,588	trim
420	THOMPSON DAVIS & CO., INC.	$227K	6,046	+6,046	new
421	Eagle Bluffs Wealth Management LLC	$227K	6,000	0	no change
422	CENTRAL TRUST Co	$226K	6,019	0	no change
423	TWINBEECH CAPITAL LP	$225K	5,988	−175,357	trim
424	Pinnacle Wealth Planning Services, Inc.	$223K	5,924	+523	add
425	SILVER OAK SECURITIES, INCORPORATED	$214K	5,698	+5	add
426	BERKSHIRE ASSET MANAGEMENT LLC/PA	$212K	5,643	+5,643	new
427	Fisher Asset Management, LLC	$212K	5,632	+5,632	new
428	Clarus Group, Inc.	$208K	5,547	0	no change
429	Visionary Wealth Advisors	$208K	5,529	+6	add
430	TOWNSQUARE CAPITAL LLC	$207K	5,522	−1,335	trim
431	Midwest Financial Group LLC	$204K	5,427	0	no change
432	Ballast Rock Private Wealth LLC	$204K	5,400	0	no change
433	INTEGRAL INVESTMENT ADVISORS, INC.	$203K	5,400	−500	trim
434	EVERPAR ADVISORS LLC	$202K	5,389	−517	trim
435	Strategic Investment Solutions, Inc. /IL	$201K	5,344	−1,931	trim
436	Vanguard Investments Australia, Ltd.	$190K	5,053	—	no prior
437	AMERIFLEX GROUP, INC.	$173K	4,601	+4,601	new
438	Ameritas Investment Partners, Inc.	$166K	4,407	−380	trim
439	MATHER GROUP, LLC.	$152K	4,048	+4,048	new
440	QUADRANT CAPITAL GROUP LLC	$147K	3,920	+127	add
441	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$145K	3,783	−30	trim
442	MONTAG A & ASSOCIATES INC	$133K	3,530	0	no change
443	CoreFirst Bank & Trust	$130K	3,457	0	no change
444	Quarry LP	$121K	3,225	+2,373	add
445	Parkside Financial Bank & Trust	$117K	3,118	+55	add
446	Generali Investments Towarzystwo Funduszy Inwestycyjnych	$93.9K	2,500	+2,500	new
447	ASSETMARK, INC	$90.1K	2,399	−232	trim
448	WESTPAC BANKING CORP	$84.5K	2,250	+234	add
449	Cromwell Holdings LLC	$77.3K	2,048	0	no change
450	TD Waterhouse Canada Inc.	$72.6K	1,900	+627	add
451	CVA Family Office, LLC	$67.1K	1,785	+699	add
452	PROSPERITY BANCSHARES INC	$65.9K	1,755	0	no change
453	VIRTUS ADVISERS, LLC	$63.9K	1,700	+1,700	new
454	Smartleaf Asset Management LLC	$62.3K	1,716	−136	trim
455	CASTLEARK MANAGEMENT LLC	$58.6K	1,560	0	no change
456	Global Assets Advisory, LLC	$55.7K	1,847	+1,847	new
457	Millstone Evans Group, LLC	$49.2K	1,310	0	no change
458	ARMSTRONG ADVISORY GROUP, INC	$48.6K	1,294	0	no change
459	JFS WEALTH ADVISORS, LLC	$46.5K	1,238	+25	add
460	Destiny Wealth Partners, LLC	$42.6K	1,135	+1,135	new
461	Nvest Wealth Strategies, Inc.	$42.5K	1,130	0	no change
462	DELTA ASSET MANAGEMENT LLC/TN	$42.5K	1,130	0	no change
463	Board of the Pension Protection Fund	$41.3K	1,100	−100	trim
464	STANCE CAPITAL LLC	$41.3K	1,098	+1,098	new
465	Financial Network Wealth Advisors LLC	$39.8K	1,059	—	no prior
466	EVERMAY WEALTH MANAGEMENT LLC	$37.6K	1,000	−3	trim
467	MidFirst Bank	$35.2K	936	+4	add
468	MCF Advisors LLC	$34.6K	915	—	no prior
469	Keating Financial Advisory Services, Inc.	$33.8K	900	+39	add
470	Spire Wealth Management	$31.8K	846	+17	add
471	RICHARDS, MERRILL & PETERSON, INC.	$31.6K	842	0	no change
472	SWAN Capital LLC	$30.1K	800	−500	trim
473	Scarborough Advisors, LLC	$27.7K	738	+738	new
474	Atlantic Union Bankshares Corp	$26.2K	696	0	no change
475	SHP Wealth Management	$24.3K	646	+53	add
476	CALDWELL SUTTER CAPITAL, INC.	$24.0K	640	0	no change
477	COUNTRY TRUST BANK	$22.9K	610	0	no change
478	Pacific Center for Financial Services	$22.8K	607	0	no change
479	PITTENGER & ANDERSON INC	$22.7K	603	+70	add
480	GHP Investment Advisors, Inc.	$22.5K	600	−20	trim
481	Triumph Capital Management	$20.8K	552	−466	trim
482	HHM Wealth Advisors, LLC	$20.3K	540	0	no change
483	Deseret Mutual Benefit Administrators	$20.3K	540	+135	add
484	Center for Financial Planning, Inc.	$20.0K	533	−4,000	trim
485	Moisand Fitzgerald Tamayo, LLC	$19.5K	520	+7	add
486	Aster Capital Management (DIFC) Ltd	$19.4K	578	−4,156	trim
487	ENTRUST FINANCIAL LLC	$18.6K	496	−127	trim
488	Beaird Harris Wealth Management, LLC	$16.9K	449	+50	add
489	Abound Wealth Management	$16.8K	448	+78	add
490	Rakuten Securities, Inc.	$16.7K	445	+354	add
491	Byrne Asset Management LLC	$16.5K	440	−60	trim
492	Evergreen Advisors, LLC	$16.5K	439	+439	new
493	MV CAPITAL MANAGEMENT, INC.	$15.8K	420	0	no change
494	MCGUIRE CAPITAL ADVISORS INC	$15.7K	417	+133	add
495	Grove Bank & Trust	$15.6K	416	−100	trim
496	Tredje AP-fonden	$15.3K	406	+406	new
497	TD Capital Management LLC	$15.1K	401	+300	add
498	REAP Financial Group, LLC	$14.6K	389	+100	add
499	Salomon & Ludwin, LLC	$14.6K	387	0	no change
500	Private Wealth Management Group, LLC	$14.1K	374	−59	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · LUV

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Matt Van Epps R–TN-7 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 3 Bridgewater Associates, Gotham Asset Management, Caxton Associates $40.9M held
Trimming: 1 Elliott Investment Management $1.1B held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SOUTHWEST AIRLS CO

Merged timeline of congressional filings and notable-manager moves on LUV
Date	Who	Change	Size
2026-06-17	Matt Van Epps Congress	Sale	$1K–$15K
2026-05-15	Bridgewater Associates 13F	add	+629,817 sh
2026-05-15	Gotham Asset Management 13F	add	+118,330 sh
2026-05-15	Elliott Investment Management 13F	trim	−20,782,500 sh
2026-05-14	Caxton Associates 13F	add	+56,412 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

20 members of Congress disclosed LUV — the congressional view ↗