LUV — Southwest Airls Co Institutional Holders · Q3 2026

Name: Who Owns LUV? 43 Institutions Hold $32.8M (Q3 2026)
Creator: ko.io

Who owns Southwest Airls Co (LUV)? 43 institutions reported holding $32.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gradient Investments LLC ($20.1M), Gerald Baker Financial Group LLC ($2.1M), Westwind Capital ($1.3M).

Rank	Institution	Value	Shares	Change
1	Gradient Investments LLC	$20.1M	482,585	Trimmed
2	Gerald Baker Financial Group LLC	$2.1M	49,779	Added
3	Westwind Capital	$1.3M	31,344	Added
4	Athena Wealth Management, LLC	$1.2M	28,556	Trimmed
5	GAMMA Investing LLC	$979,790	23,530	Added
6	Sound Income Strategies, LLC	$802,691	19,407	New
7	M.E. ALLISON & CO., INC.	$704,174	16,911	Hold
8	Farther Finance Advisors, LLC	$695,379	16,700	Added
9	Douglas Lane & Associates, LLC	$519,292	12,471	Trimmed
10	Cooper Financial Group	$505,100	12,130	Trimmed
11	CX Institutional	$479,000	11,510	Added
12	Horrell Capital Management, Inc.	$397,662	9,550	Trimmed
13	Valeo Financial Advisors, LLC	$394,872	9,483	Trimmed
14	BAKER TILLY WEALTH MANAGEMENT, LLC	$376,677	9,046	Trimmed
15	Wedmont Private Capital	$347,116	8,393	Trimmed
16	Acropolis Investment Management, LLC	$309,542	7,434	Added
17	Avidian Wealth Enterprises, LLC	$288,442	6,927	Trimmed
18	MOODY NATIONAL BANK TRUST DIVISION	$282,153	6,776	Hold
19	DOLIVER ADVISORS, LP	$254,212	6,105	Trimmed
20	Everhart Financial Group, Inc.	$238,562	5,729	Added
21	GK Wealth Management LLC	$137,925	3,312	Trimmed
22	MassMutual Private Wealth & Trust, FSB	$104,350	2,506	Added
23	Versant Capital Management, Inc	$81,110	1,948	Added
24	Bank & Trust Co	$53,965	1,296	Hold
25	ARMSTRONG ADVISORY GROUP, INC	$53,883	1,294	Hold

Source: SEC Form 13F filings · as of 2026-09-30