Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 627 holders are listed, largest first: 627
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $13.9B
holders whose share count rose or who opened the position (new + add), by shares: 316
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 104

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

Newest 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: 0 — —

filed 2026-07-03 → 2026-10-01 · 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
2026-05-15	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

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

20 members of Congress disclosed LUV — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).