Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Southwest Airls Co (LUV)

915 + Investors. Track Smart Money conviction in LUV. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +60
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — LUV

Based on 930 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added LUV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
930 hedge funds hold LUV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+136 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

493 buying411 selling
Last quarter: 493 funds bought or added vs 411 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new LUV position: 82 → 172 → 151 → 175. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
608 out of 930 hedge funds have held LUV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +40% but shares only +2% — price-driven

Value
+40%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

117 → 82 → 172 → 151 → 175 new funds/Q
New funds entering each quarter: 82 → 172 → 151 → 175. A growing number of institutions are discovering LUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 977 holders: 699 (72%) are 2+ year veterans, 98 entered 1–2 years ago, and 180 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
66 of 923 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LUV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — LUV

In 2026 Q2, 493 hedge funds were net buyers of LUV (175 opened a new position, 318 added to an existing one), while 411 reduced or exited (296 trimmed, 115 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 66% of total institutional value in LUV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +60 funds (more new holders than closures). Total institutional holders: 930.

Hedge Fund Ownership: LUV

How many hedge funds hold LUV — quarterly history vs. share price
Quarterly hedge fund ownership of LUV vs. share price

Market Analysis: LUV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LUV

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 6 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: LUV
915 + Investors

Track Smart Money conviction in LUV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 915 870 5.17%
13F Shares 467M 457M 2.24%
Total Value $23.14B $16.53B 40.02%
New Positions 173 151 +22
Increased Positions 296 287 +9
Closed Positions 121 128 -7
Reduced Positions 283 275 +8
Total Calls 30 26 15.38%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 0.77 1.19 Neutral

Statistics: LUV

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

915 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LUV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 LUV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 U S Global Investors Inc 9.82% 1,985,637 $102.1M
2 Crake Asset Management LLP 8.69% 7,065,875 $363.3M
3 Kiltearn Partners LLP 7.73% 619,627 $31.9M
4 Par Capital Management Inc 6.25% 4,905,756 $252.3M
5 Teewinot Capital Advisers, L.L.C. 5.68% 1,527,872 $78.6M
6 Elliott Investment Management L.P. 5.51% 24,308,000 $1.25B
7 Sound Shore Management Inc /Ct/ 3.87% 2,441,564 $125.5M
8 Cambridge Financial Group, Inc. 3.50% 195,485 $10.1M
9 Hedges Asset Management LLC 2.81% 83,400 $4.3M
10 Ws Management Lllp 2.37% 526,511 $27.1M
11 Twin Lakes Capital Management, LLC 2.09% 106,422 $5.5M
12 Econ Financial Services Corp 1.73% 71,801 $3.7M
13 Board of the Pension Protection Fund 1.71% 35,100 $1.8M
14 Primecap Management Co/Ca/ 1.48% 48,797,725 $2.51B
15 Cookson Peirce & Co Inc 1.41% 830,605 $42.7M
16 Kercheville Advisors, LLC 1.41% 89,874 $4.6M
17 Dorsal Capital Management, LP 1.18% 650,000 $33.4M
18 Schwerin Boyle Capital Management Inc 1.16% 183,927 $9.5M
19 Athena Wealth Management, LLC 1.13% 29,453 $1.5M
20 Game Creek Capital, LP 1.12% 61,925 $3.2M
21 PDT Partners, LLC 0.94% 348,374 $17.9M
22 Monetta Financial Services Inc 0.94% 27,000 $1.4M
23 Tanglewood Legacy Advisors, LLC 0.77% 46,464 $2.4M
24 Jacobs Levy Equity Management, Inc 0.77% 4,140,634 $212.9M
25 KLCM Advisors, Inc. 0.75% 185,845 $9.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Southwest Airls Co (LUV)

What does the Smart Money Trend signal show for LUV?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added LUV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LUV?

Slight buying edge — 55% buying: Last quarter: 493 funds bought or added vs 411 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LUV holders?

Elite ownership — 66% AUM from top-100 funds: 66 of 923 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in LUV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LUV?

65% of holders stayed for 2+ years: 608 out of 930 hedge funds have held LUV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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