Public record / Tickers / LUV

LUV — SOUTHWEST AIRLINES CO

Both disclosure regimes on one name: who in Congress filed about LUV, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
64
all PTR rows naming LUV
Members · 12m
1
0 buys · 1 sells · by trade date
Latest PTR
06-17
filed 2026-06-17
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Pat Fallon · $100K–$250K

Purchase · traded 2021-11-19 → filed 2021-11-30. Ranked over every LUV row by the provable lower bound, never a point estimate.

1 member · 0 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

12 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

7 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 7 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING LUV · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning LUV
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-06-17Matt Van Epps R–TN-7SaleTraded 06-16 +1d$1K–$15K
2025-10-10Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 09-05 +35d$1K–$15K
2025-09-12Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 08-05 +38d$1K–$15K
2025-08-14Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 07-03 +42d$1K–$15K
2025-03-06Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 02-26 +8d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 64 ↗

Members active in LUV

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing LUV in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Matt Van Epps R–TN-71−$15.0K to −$1.0K2

1 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-06-17Matt Van Epps CongressSale$1K–$15K
2026-05-15Bridgewater Associates 13Fadd+629,817 sh
2026-05-15Gotham Asset Management 13Fadd+118,330 sh
2026-05-15Elliott Investment Management 13Ftrim−20,782,500 sh
2026-05-14Caxton Associates 13Fadd+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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of LUV for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1PRIMECAP MANAGEMENT CO/CA/$1.8B1
2FRANKLIN RESOURCES INC$1.7B1
3VANGUARD CAPITAL MANAGEMENT LLC$1.2B1
4Elliott Investment Management L.P.$1.1B1
5STATE STREET CORP$1.1B1
6BlackRock, Inc.$1.1B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$869M1
8FMR LLC$367M1
9Invesco Ltd.$245M1
10BANK OF AMERICA CORP /DE/$236M1
11DIMENSIONAL FUND ADVISORS LP$216M1
12MORGAN STANLEY$215M1
13PAR CAPITAL MANAGEMENT INC$196M1
14Qube Research & Technologies Ltd$194M1
15ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$183M1
16NORTHERN TRUST CORP$143M1
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC$128M1
18VOLORIDGE INVESTMENT MANAGEMENT, LLC$110M1
19MASSACHUSETTS FINANCIAL SERVICES CO /MA/$110M1
20Crake Asset Management LLP$110M1
21FEDERATED HERMES, INC.$105M1
22JANE STREET GROUP, LLC$105M1
23VANGUARD FIDUCIARY TRUST CO$104M1
24JACOBS LEVY EQUITY MANAGEMENT, INC$98.2M1
25BARCLAYS PLC$96.3M1
26UBS Group AG$95.6M1
27AMERICAN CENTURY COMPANIES INC$79.5M1
28RAYMOND JAMES FINANCIAL INC$75.4M1
29CITADEL ADVISORS LLC$72.7M1
30MILLENNIUM MANAGEMENT LLC$58.0M1
31Amundi$54.9M1
32Nuveen, LLC$45.1M1
33ROYAL BANK OF CANADA$41.6M1
34Vanguard Global Advisers, LLC$40.6M1
35DEUTSCHE BANK AG\$39.1M1
36NORDEA INVESTMENT MANAGEMENT AB$39.1M1
37BALYASNY ASSET MANAGEMENT L.P.$38.5M1
38HSBC HOLDINGS PLC$34.5M1
39COOKSON PEIRCE & CO INC$32.4M1
40Legal & General Group Plc$32.1M1
41Trexquant Investment LP$30.8M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$29.5M1
43LPL Financial LLC$28.1M1
44Bridgewater Associates, LP$26.3M1
45CITIGROUP INC$25.9M1
46FIRST TRUST ADVISORS LP$24.5M1
47ENVESTNET ASSET MANAGEMENT INC$24.1M1
48MANUFACTURERS LIFE INSURANCE COMPANY, THE$23.2M1
49WELLS FARGO & COMPANY/MN$23.1M1
50AQR CAPITAL MANAGEMENT LLC$23.1M1
51SEI INVESTMENTS CO$22.3M1
52Kiltearn Partners LLP$22.1M1
53Mitsubishi UFJ Asset Management Co., Ltd.$22.0M1
54NFJ INVESTMENT GROUP, LLC$21.5M1
55UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20.8M1
56ALLIANCEBERNSTEIN L.P.$20.8M1
57PRINCIPAL FINANCIAL GROUP INC$20.6M1
58WS MANAGEMENT LLLP$20.5M1
59Teewinot Capital Advisers, L.L.C.$19.9M1
60Squarepoint Ops LLC$19.0M1
61ADAGE CAPITAL PARTNERS GP, L.L.C.$18.2M1
62SHELTON CAPITAL MANAGEMENT$17.7M1
63Engineers Gate Manager LP$17.5M1
64Assenagon Asset Management S.A.$17.4M1
65M&G Plc$17.4M1
66Gradient Investments LLC$17.0M1
67SUSQUEHANNA INTERNATIONAL GROUP, LLP$16.6M1
68Connor, Clark & Lunn Investment Management Ltd.$16.5M1
69CREDIT AGRICOLE S A$16.0M1
70Calamos Advisors LLC$15.6M1
71Creative Planning$15.3M1
72Walleye Capital LLC$15.1M1
73STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$14.9M1
74D. E. Shaw & Co., Inc.$14.8M1
75Centiva Capital, LP$14.3M1
76Y-Intercept (Hong Kong) Ltd$14.0M1
77NATIONAL BANK OF CANADA /FI/$12.7M1
78BANK OF MONTREAL /CAN/$12.7M1
79Ceredex Value Advisors LLC$11.6M1
80Gotham Asset Management, LLC$11.2M1
81THOMIST CAPITAL MANAGEMENT, LP$10.8M1
82CANADA PENSION PLAN INVESTMENT BOARD$10.3M1
83OSAIC HOLDINGS, INC.$9.4M1
84PRUDENTIAL FINANCIAL INC$9.3M1
85Chevy Chase Trust Holdings, LLC$9.2M1
86O'SHAUGHNESSY ASSET MANAGEMENT, LLC$8.7M1
87VANGUARD ASSET MANAGEMENT, Ltd$8.6M1
88XTX Topco Ltd$7.6M1
89RENAISSANCE TECHNOLOGIES LLC$7.4M1
90BW Gestao de Investimentos Ltda.$7.1M1
91Quantinno Capital Management LP$7.0M1
92HighTower Advisors, LLC$7.0M1
93Allspring Global Investments Holdings, LLC$6.9M1
94VICTORY CAPITAL MANAGEMENT INC$6.7M1
95OPPENHEIMER ASSET MANAGEMENT INC.$6.6M1
96Cetera Investment Advisers$6.6M1
97Schonfeld Strategic Advisors LLC$6.4M1
98Edgestream Partners, L.P.$6.3M1
99Qsemble Capital Management, LP$6.3M1
100Weiss Asset Management LP$6.1M1
101HEARTLAND ADVISORS INC$6.0M1
102PDT Partners, LLC$5.9M1
103Longaeva Partners L.P.$5.8M1
104Allianz Asset Management GmbH$5.6M1
105Mariner, LLC$5.5M1
106STIFEL FINANCIAL CORP$5.5M1
107PUBLIC SECTOR PENSION INVESTMENT BOARD$5.3M1
108Czech National Bank$5.0M1
109TD ASSET MANAGEMENT INC$4.9M1
110Aberdeen Group plc$4.9M1
111Mirae Asset Global Investments Co., Ltd.$4.8M1
112Beacon Pointe Advisors, LLC$4.8M1
113STATE OF MICHIGAN RETIREMENT SYSTEM$4.8M1
114NewEdge Advisors, LLC$4.8M1
115Tidal Investments LLC$4.6M1
116Caption Management, LLC$4.6M1
117TRUIST FINANCIAL CORP$4.5M1
118Brevan Howard Capital Management LP$4.5M1
119Man Group plc$4.4M1
120CIBC Bancorp USA Inc.$4.4M1
121Howard Capital Management, LLC$4.3M1
122COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$4.3M1
123FIRST NATIONAL BANK OF OMAHA$4.3M1
124CIBC Asset Management Inc$4.3M1
125Twin Lakes Capital Management, LLC$4.0M1
126Wealthfront Advisers LLC$4.0M1
127ProShare Advisors LLC$4.0M1
128Retirement Systems of Alabama$3.9M1
129New Age Alpha Advisors, LLC$3.7M1
130Turas Capital Management LP$3.6M1
131VOYA INVESTMENT MANAGEMENT LLC$3.6M1
132M&T BANK CORP$3.5M1
133COMMONWEALTH EQUITY SERVICES, LLC$3.5M1
134Corient Private Wealth LLC$3.5M1
135Sanctuary Advisors, LLC$3.4M1
136US BANCORP \DE\$3.4M1
137USS Investment Management Ltd$3.4M1
138Kercheville Advisors, LLC$3.4M1
139CAXTON ASSOCIATES LLP$3.4M1
140FAS Wealth Partners, Inc.$3.4M1
141Lighthouse Investment Partners, LLC$3.3M1
142ZACKS INVESTMENT MANAGEMENT$3.3M1
143Oak Thistle LLC$3.3M1
144PATTON FUND MANAGEMENT, INC.$3.2M1
145CAMBIAR INVESTORS LLC$3.2M1
146FIFTH THIRD BANCORP$3.1M1
147Rockefeller Capital Management L.P.$3.1M1
148Game Creek Capital, LP$3.1M1
149JONES FINANCIAL COMPANIES LLLP$3.0M1
150NOMURA HOLDINGS INC$3.0M1
151TORONTO DOMINION BANK$2.9M1
152AXQ CAPITAL, LP$2.9M1
153NEOS Investment Management LLC$2.9M1
154OPPENHEIMER & CO INC$2.7M1
155Aquatic Capital Management LLC$2.6M1
156MERCER GLOBAL ADVISORS INC /ADV$2.6M1
157Dana Investment Advisors, Inc.$2.6M1
158Jain Global LLC$2.6M1
159NEW YORK LIFE INVESTMENT MANAGEMENT LLC$2.5M1
160Kestra Advisory Services, LLC$2.4M1
161LBP AM SA$2.3M1
162Verdence Capital Advisors LLC$2.3M1
163Daiwa Securities Group Inc.$2.3M1
164MACKENZIE FINANCIAL CORP$2.1M1
165Vanguard Personalized Indexing Management, LLC$2.1M1
166OREGON PUBLIC EMPLOYEES RETIREMENT FUND$2.1M1
167XPONANCE LLC$2.1M1
168TWO SIGMA INVESTMENTS, LP$2.1M1
169IMC-Chicago, LLC$2.1M1
170CenterBook Partners LP$2.1M1
171Vinva Investment Management Ltd$2.0M1
172BOOTHBAY FUND MANAGEMENT, LLC$2.0M1
173Cerity Partners LLC$2.0M1
174APG Asset Management N.V.$2.0M1
175MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.0M1
176GROUP ONE TRADING LLC$2.0M1
177Avanza Fonder AB$1.9M1
178BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.9M1
179MEEDER ASSET MANAGEMENT INC$1.9M1
180UniSuper Management Pty Ltd$1.9M1
181Gerald Baker Financial Group LLC$1.9M1
182Shellback Capital, LP$1.9M1
183BNP Paribas Asset Management Holding S.A.$1.9M1
184MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.9M1
185Catalyst Capital Advisors LLC$1.9M1
186Harvest Portfolios Group Inc.$1.8M1
187Ashton Thomas Private Wealth, LLC$1.8M1
188North Dakota State Investment Board$1.8M1
189Rakuten Investment Management, Inc.$1.8M1
190Consolidated Investment Group LLC$1.8M1
191Greenfield Seitz Capital Management, LLC$1.7M1
192Rafferty Asset Management, LLC$1.7M1
193FIDELIS CAPITAL PARTNERS, LLC$1.7M1
194Summit Trail Advisors, LLC$1.7M1
195Pathstone Holdings, LLC$1.7M1
196Universal- Beteiligungs- und Servicegesellschaft mbH$1.6M1
197Farringdon Capital, Ltd.$1.6M1
198Concurrent Investment Advisors, LLC$1.6M1
199Tower Research Capital LLC (TRC)$1.6M1
200Atria Investments, Inc$1.6M1
201Mattson Financial Services, LLC$1.5M1
202&PARTNERS$1.5M1
203Carrera Capital Advisors$1.5M1
204BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$1.5M1
205RWA WEALTH PARTNERS, LLC$1.5M1
206Sequoia Financial Advisors, LLC$1.5M1
207WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M1
208PEAK6 LLC$1.4M1
209Bellwether Advisors, LLC$1.4M1
210Alphadyne Asset Management LP$1.3M1
211Lombard Odier Asset Management (USA) Corp$1.3M1
212BANK OF NOVA SCOTIA$1.3M1
213Crossmark Global Holdings, Inc.$1.2M1
214Buckley Wealth Management, LLC$1.2M1
215CWM, LLC$1.2M1
216QRG CAPITAL MANAGEMENT, INC.$1.2M1
217MML INVESTORS SERVICES, LLC$1.2M1
218CIBC WORLD MARKET INC.$1.2M1
219HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.2M1
220SageGuard Financial Group, LLC$1.2M1
221Allworth Financial LP$1.1M1
222S&T BANK/PA$1.1M1
223Gibbs Wealth Management$1.1M1
224Athena Wealth Management, LLC$1.1M1
225MIZUHO SECURITIES USA LLC$1.1M1
226GUGGENHEIM CAPITAL LLC$1.1M1
227WINTON GROUP Ltd$1.1M1
228DRW Securities, LLC$1.1M1
229CANTOR FITZGERALD INVESTMENT ADVISORS L.P.$1.0M1
230Lido Advisors, LLC$1.0M1
2311900 WEALTH MANAGEMENT LLC$1.0M1
232MGO ONE SEVEN LLC$919K1
233Utah Retirement Systems$918K1
234TOTAL INVESTMENT MANAGEMENT INC$916K1
235MBM WEALTH CONSULTANTS, LLC$909K1
236Portside Wealth Group, LLC$905K1
237CI INVESTMENTS INC.$903K1
238U.S. Capital Wealth Advisors, LLC$899K1
239Cardinal Point Capital Management ULC$892K1
240FOX RUN MANAGEMENT, L.L.C.$874K1
241Maryland State Retirement & Pension System$873K1
242Savant Capital, LLC$863K1
243HOWARD FINANCIAL SERVICES, LTD.$861K1
244ICON ADVISERS INC/CO$842K1
245Cooper Financial Group$832K1
246Caitong International Asset Management Co., Ltd$810K1
247NORDEN GROUP LLC$806K1
248Brown Financial Advisors$797K1
249RFG Advisory, LLC$795K1
250Pictet Asset Management Holding SA$793K1
251SFMG, LLC$793K1
252ALTFEST L J & CO INC$787K1
253AIGEN INVESTMENT MANAGEMENT, LP$786K1
254MAI Capital Management$783K1
255Vident Advisory, LLC$778K1
256VARCOV Co.$774K1
257Empirical Finance, LLC$766K1
258Invst, LLC$764K1
259MUFG Securities EMEA plc$757K1
260CWC Advisors, LLC.$757K1
261Norinchukin Bank, The$754K1
262NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$727K1
263OLD NATIONAL BANCORP /IN/$726K1
264SCOTIA CAPITAL INC.$723K1
265Focus Partners Wealth$721K1
266Candriam S.C.A.$714K1
267Snowden Capital Advisors LLC$709K1
268PRINCIPAL SECURITIES, INC.$702K1
269AE Wealth Management LLC$699K1
270LMR Partners LLP$695K1
271Nicholas Investment Partners, LP$691K1
272CALIBER WEALTH MANAGEMENT, LLC / KS$686K1
273FIDUCIARY TRUST CO$684K1
274Rothschild Wealth LLC$681K1
275Asset Management One Co., Ltd.$679K1
276World Investment Advisors$678K1
277Linscomb Wealth, Inc.$675K1
278Federation des caisses Desjardins du Quebec$674K1
279EVOLVE PRIVATE WEALTH, LLC$666K1
280Headlands Technologies LLC$659K1
281Empower Advisory Group, LLC$645K1
282Winthrop Advisory Group LLC$642K1
283M.E. ALLISON & CO., INC.$635K1
284CLIFFORD SWAN INVESTMENT COUNSEL LLC$626K1
285Annis Gardner Whiting Capital Advisors, LLC$625K1
286Colonial River Investments, LLC$623K1
287Prospera Financial Services Inc$622K1
288Empowered Funds, LLC$620K1
289Institute for Wealth Management, LLC.$610K1
290MACQUARIE GROUP LTD$609K1
291Tarbox Family Office, Inc.$605K1
292AlphaCore Capital LLC$605K1
293Blue Trust, Inc.$600K1
294Midwest Trust Co$596K1
295NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$591K1
296HB Wealth Management, LLC$586K1
297Sendero Wealth Management, LLC$578K1
298GTS SECURITIES LLC$577K1
299Pflug Koory, LLC$567K1
300Private Advisor Group, LLC$567K1
301BEACON INVESTMENT ADVISORS LLC$567K1
302Sumitomo Mitsui DS Asset Management Company, Ltd$566K1
303Laird Norton Wetherby Trust Company, LLC$552K1
304DIVERSIFY WEALTH MANAGEMENT, LLC$551K1
305INDEPENDENT FINANCIAL GROUP, LLC$547K1
306Baird Financial Group, Inc.$538K1
307Equitable Holdings, Inc.$528K1
308Steward Partners Investment Advisory, LLC$526K1
309UNITED CAPITAL FINANCIAL ADVISORS, LLC$523K1
310WELLINGTON MANAGEMENT GROUP LLP$511K1
311STEPHENS INC /AR/$509K1
312Ascentis Independent Advisors$507K1
313STOREBRAND ASSET MANAGEMENT AS$506K1
314SECURIAN ASSET MANAGEMENT, INC$501K1
315Aptus Capital Advisors, LLC$499K1
316Brooklyn Investment Group$497K1
317HUNTINGTON NATIONAL BANK$495K1
318BLAIR WILLIAM & CO/IL$491K1
319111 Capital$490K1
320CAPITAL ADVISORS INC/OK$483K1
321Oxbow Advisors, LLC$477K1
322NOMURA ASSET MANAGEMENT CO LTD$471K1
323COMMERCE BANK$460K1
324LEVEL FOUR ADVISORY SERVICES, LLC$452K1
325Paladin Wealth, LLC$449K1
326Verition Fund Management LLC$447K1
327BINGHAM PRIVATE WEALTH, LLC$445K1
328KESTRA PRIVATE WEALTH SERVICES, LLC$433K1
329Jefferies Financial Group Inc.$421K1
330Kingsview Wealth Management, LLC$414K1
331Mutual Advisors, LLC$413K1
332EVERGREEN CAPITAL MANAGEMENT LLC$411K1
333Marex Group Ltd$408K1
334ExodusPoint Capital Management, LP$406K1
335COLDSTREAM CAPITAL MANAGEMENT INC$406K1
336Wealth Management Associates, Inc.$404K1
337CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$402K1
338BURNEY CO/$392K1
339ROMAN BUTLER FULLERTON & CO$384K1
340Credit Capital Investments LLC$381K1
341Focus Partners Advisor Solutions, LLC$381K1
342Merit Financial Group, LLC$380K1
343First Eagle Investment Management, LLC$376K1
344Horrell Capital Management, Inc.$376K1
345True North Advisors, LLC$372K1
346Baader Bank Aktiengesellschaft$365K1
347Three Seasons Wealth, LLC$353K1
348TEMA ETFS LLC$350K1
349Metis Global Partners, LLC$350K1
350Janus Henderson Group Ltd.$349K1
351HUB Investment Partners, LLC$348K1
352Hilltop Holdings Inc.$345K1
353Eurizon Capital SGR S.p.A.$343K1
354Lee Financial Co$343K1
355Cladis Investment Advisory, LLC$338K1
356TRB Wealth Management, LLC$338K1
357Cresset Asset Management, LLC$325K1
358EXCHANGE TRADED CONCEPTS, LLC$320K1
359PICTON MAHONEY ASSET MANAGEMENT$319K1
360Mitsubishi UFJ Trust & Banking Corp$318K1
361PERSONAL CFO SOLUTIONS, LLC$317K1
362OXFORD ASSET MANAGEMENT LLP$314K1
363INCEPTIONR LLC$313K1
364D.A. DAVIDSON & CO.$311K1
365Leonteq Securities AG$310K1
366SIGNATUREFD, LLC$309K1
367NewEdge Wealth, LLC$308K1
368KEYBANK NATIONAL ASSOCIATION/OH$307K1
369Bridgewater Advisors Inc.$307K1
370Lake Hills Wealth Management, LLC$304K1
371Oxinas Partners, LLC$304K1
372GROUPAMA ASSET MANAGMENT$298K1
373Geneos Wealth Management Inc.$294K1
374UMB Bank, n.a.$291K1
375Triton Wealth Management, PLLC$289K1
376MONETA GROUP INVESTMENT ADVISORS LLC$289K1
377Opal Wealth Advisors, LLC$288K1
378United Capital Management of KS, Inc.$286K1
379Acropolis Investment Management, LLC$285K1
380Arcataur Capital Management LLC$284K1
381Stratos Wealth Partners, LTD.$283K1
382Narwhal Capital Management$282K1
383Navigation Wealth Management, Inc.$274K1
384CAPSTONE INVESTMENT ADVISORS, LLC$273K1
385Third View Private Wealth, LLC$272K1
386Blueshift Asset Management, LLC$266K1
387Wedmont Private Capital$266K1
388VERUS CAPITAL PARTNERS, LLC$266K1
389Weil Company, Inc.$265K1
390STATE OF WISCONSIN INVESTMENT BOARD$261K1
391Bridgefront Capital, LLC$260K1
392DOLIVER ADVISORS, LP$260K1
393CITIZENS FINANCIAL GROUP INC/RI$259K1
394BAKER TILLY WEALTH MANAGEMENT, LLC$258K1
395WOODMONT INVESTMENT COUNSEL LLC$255K1
396MOODY NATIONAL BANK TRUST DIVISION$255K1
397Mendel Capital Management LLC$254K1
398Avidian Wealth Enterprises, LLC$254K1
399MIRABELLA FINANCIAL SERVICES LLP$254K1
400Cornerstone Wealth Management, LLC$252K1
401Brookstone Capital Management$252K1
402SUMMITRY LLC$249K1
403ALEXANDER LABRUNERIE & CO., INC.$248K1
404West Wealth Group, LLC$245K1
405TABR Capital Management, LLC$245K1
406Resona Asset Management Co.,Ltd.$245K1
407Ackerman Capital Advisors, LLC$240K1
408Apollon Wealth Management, LLC$239K1
409Excelsior Advisor Network LLC$239K1
410Arax Advisory Partners$238K1
411Sowell Financial Services LLC$238K1
412Triad Wealth Partners, LLC$235K1
413Horst & Graben Wealth Management LLC$233K1
414Avior Wealth Management, LLC$232K1
415Vestmark Advisory Solutions, Inc.$231K1
416Wealthspire Advisors, LLC$230K1
417Magnetar Financial LLC$230K1
418Kovack Advisors, Inc.$228K1
419Larson Financial Group LLC$228K1
420THOMPSON DAVIS & CO., INC.$227K1
421Eagle Bluffs Wealth Management LLC$227K1
422CENTRAL TRUST Co$226K1
423TWINBEECH CAPITAL LP$225K1
424Pinnacle Wealth Planning Services, Inc.$223K1
425SILVER OAK SECURITIES, INCORPORATED$214K1
426BERKSHIRE ASSET MANAGEMENT LLC/PA$212K1
427Fisher Asset Management, LLC$212K1
428Clarus Group, Inc.$208K1
429Visionary Wealth Advisors$208K1
430TOWNSQUARE CAPITAL LLC$207K1
431Midwest Financial Group LLC$204K1
432Ballast Rock Private Wealth LLC$204K1
433INTEGRAL INVESTMENT ADVISORS, INC.$203K1
434EVERPAR ADVISORS LLC$202K1
435Strategic Investment Solutions, Inc. /IL$201K1
436Vanguard Investments Australia, Ltd.$190K1
437AMERIFLEX GROUP, INC.$173K1
438Ameritas Investment Partners, Inc.$166K1
439MATHER GROUP, LLC.$152K1
440QUADRANT CAPITAL GROUP LLC$147K1
441INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$145K1
442MONTAG A & ASSOCIATES INC$133K1
443CoreFirst Bank & Trust$130K1
444Quarry LP$121K1
445Parkside Financial Bank & Trust$117K1
446Generali Investments Towarzystwo Funduszy Inwestycyjnych$93.9K1
447ASSETMARK, INC$90.1K1
448WESTPAC BANKING CORP$84.5K1
449Cromwell Holdings LLC$77.3K1
450TD Waterhouse Canada Inc.$72.6K1
451CVA Family Office, LLC$67.1K1
452PROSPERITY BANCSHARES INC$65.9K1
453VIRTUS ADVISERS, LLC$63.9K1
454Smartleaf Asset Management LLC$62.3K1
455CASTLEARK MANAGEMENT LLC$58.6K1
456Global Assets Advisory, LLC$55.7K1
457Millstone Evans Group, LLC$49.2K1
458ARMSTRONG ADVISORY GROUP, INC$48.6K1
459JFS WEALTH ADVISORS, LLC$46.5K1
460Destiny Wealth Partners, LLC$42.6K1
461Nvest Wealth Strategies, Inc.$42.5K1
462DELTA ASSET MANAGEMENT LLC/TN$42.5K1
463Board of the Pension Protection Fund$41.3K1
464STANCE CAPITAL LLC$41.3K1
465Financial Network Wealth Advisors LLC$39.8K1
466EVERMAY WEALTH MANAGEMENT LLC$37.6K1
467MidFirst Bank$35.2K1
468MCF Advisors LLC$34.6K1
469Keating Financial Advisory Services, Inc.$33.8K1
470Spire Wealth Management$31.8K1
471RICHARDS, MERRILL & PETERSON, INC.$31.6K1
472SWAN Capital LLC$30.1K1
473Scarborough Advisors, LLC$27.7K1
474Atlantic Union Bankshares Corp$26.2K1
475SHP Wealth Management$24.3K1
476CALDWELL SUTTER CAPITAL, INC.$24.0K1
477COUNTRY TRUST BANK$22.9K1
478Pacific Center for Financial Services$22.8K1
479PITTENGER & ANDERSON INC$22.7K1
480GHP Investment Advisors, Inc.$22.5K1
481Triumph Capital Management$20.8K1
482HHM Wealth Advisors, LLC$20.3K1
483Deseret Mutual Benefit Administrators$20.3K1
484Center for Financial Planning, Inc.$20.0K1
485Moisand Fitzgerald Tamayo, LLC$19.5K1
486Aster Capital Management (DIFC) Ltd$19.4K1
487ENTRUST FINANCIAL LLC$18.6K1
488Beaird Harris Wealth Management, LLC$16.9K1
489Abound Wealth Management$16.8K1
490Rakuten Securities, Inc.$16.7K1
491Byrne Asset Management LLC$16.5K1
492Evergreen Advisors, LLC$16.5K1
493MV CAPITAL MANAGEMENT, INC.$15.8K1
494MCGUIRE CAPITAL ADVISORS INC$15.7K1
495Grove Bank & Trust$15.6K1
496Tredje AP-fonden$15.3K1
497TD Capital Management LLC$15.1K1
498REAP Financial Group, LLC$14.6K1
499Salomon & Ludwin, LLC$14.6K1
500Private Wealth Management Group, LLC$14.1K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 1 sell
Congress net ($ bound)−$15.0K to −$1.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on LUV

RETAINED WINDOW · ACTIVE HITS
Signal hits naming LUV
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for LUV · financials and macro

Financials — as filed PLANNED

LUV's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: LUV on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing