Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SOUTHWEST AIRLS CO (LUV)

837 + 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
↑ +87
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — LUV

Based on 797 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
797 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 — +5% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

394 buying363 selling
Last quarter: 394 funds bought or added vs 363 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 (+88 vs last Q)

new funds entering per quarter
Funds opening a new LUV position: 108 → 107 → 78 → 166. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
542 out of 797 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.
💰

Price up while funds trimmed (+20% value, -7% shares)

Value
+20%
Shares
-7%
Last quarter: total value of institutional LUV holdings rose +20% even though funds reduced share count by 7%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

113 → 108 → 107 → 78 → 166 new funds/Q
New funds entering each quarter: 108 → 107 → 78 → 166. A growing number of institutions are discovering LUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Of 837 current holders: 606 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
41 of 797 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

86 top-rated funds 6 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: LUV
2026 Q1 Stats Unlock in 22 days 837 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 837 764 9.55%
13F Shares 507M 545M -7.02%
Total Value $20.22B $16.79B 20.44%
New Positions 167 81 +86
Increased Positions 295 304 -9
Closed Positions 86 109 -23
Reduced Positions 341 350 -9
Total Calls 23 34 -32.35%
Total Puts 27 34 -20.59%
PUT/CALL Ratio 1.17 1.0 Neutral

Statistics: LUV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

837 + investors

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

Top 25 institutional holders of LUV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kercheville Advisors, LLC 1.08% 90,174 $3.4M
2 Navigation Wealth Management, Inc. 0.99% 7,292 $274K
3 Athena Wealth Management, LLC 0.73% 18,125 $749K
4 Olstein Capital Management, L.P. 0.69% 84,000 $3K
5 Tanglewood Legacy Advisors, LLC 0.63% 46,464 $1.7M
6 PATTON FUND MANAGEMENT, INC. 0.55% 86,047 $3.2M
7 Greenfield Seitz Capital Management, LLC 0.52% 45,968 $1.7M
8 M.E. ALLISON & CO., INC. 0.42% 16,911 $635K
9 CWC Advisors, LLC. 0.36% 20,139 $757K
10 REXFORD CAPITAL INC 0.34% 12,732 $478K
11 Oak Thistle LLC 0.32% 86,546 $3.3M
12 Paladin Wealth, LLC 0.31% 11,956 $449K
13 Y-Intercept (Hong Kong) Ltd 0.27% 372,178 $14.0M
14 Gradient Investments LLC 0.26% 452,466 $17.0M
15 Pflug Koory, LLC 0.26% 15,103 $567K
16 TABR Capital Management, LLC 0.23% 6,524 $245K
17 Colonial River Investments, LLC 0.22% 16,595 $623K
18 First Dallas Securities Inc. 0.22% 15,975 $600K
19 MBM WEALTH CONSULTANTS, LLC 0.21% 24,182 $909K
20 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.20% 969,797 $36.4M
21 SageGuard Financial Group, LLC 0.18% 30,617 $1.2M
22 Lake Hills Wealth Management, LLC 0.17% 8,104 $304K
23 Marex Group plc 0.17% 219,998 $6.3M
24 CULTIVAR CAPITAL, INC. 0.15% 6,310 $237K
25 THOMPSON DAVIS & CO., INC. 0.15% 6,046 $227K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 52% buying: Last quarter: 394 funds bought or added vs 363 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 — 53% AUM from top-100 funds: 41 of 797 holders are among the 100 largest funds by AUM, controlling 53% 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?

68% of holders stayed for 2+ years: 542 out of 797 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.