Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Southwest Airls Co (LUV)

864 + 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
↑ +21
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — LUV

Based on 868 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
868 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 — +8% more funds vs a year ago

fund count last 6Q
+68 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

442 buying419 selling
Last quarter: 442 funds bought or added vs 419 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.
⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 82 → 172 → 151. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
571 out of 868 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.
🚀

Acceleration phase — new buyers rushing in

117 → 117 → 82 → 172 → 151 new funds/Q
New funds entering each quarter: 117 → 82 → 172 → 151. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 73% veterans vs 18% newcomers

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Entry-cohort mix of 923 holders: 676 (73%) are 2+ year veterans, 81 entered 1–2 years ago, and 166 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
60 of 864 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 442 hedge funds were net buyers of LUV (151 opened a new position, 291 added to an existing one), while 419 reduced or exited (289 trimmed, 130 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 63% of total institutional value in LUV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +21 funds (more new holders than closures). Total institutional holders: 868.

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

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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.

35 top-rated funds 6 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: LUV
2026 Q2 Stats Unlock in 5 days 864 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 864 847 2.01%
13F Shares 456M 507M -10.18%
Total Value $16.49B $20.25B -18.54%
New Positions 151 172 -21
Increased Positions 286 223 +63
Closed Positions 130 85 +45
Reduced Positions 274 292 -18
Total Calls 26 23 13.04%
Total Puts 31 27 14.81%
PUT/CALL Ratio 1.19 1.17 Neutral

Statistics: LUV

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Institutional Holders (2026 Q2)

864 + 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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 LUV holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Sound Shore Management Inc /Ct/ 3.87% 2,441,564 $125.5M
5 Hedges Asset Management LLC 2.81% 83,400 $4.3M
6 Econ Financial Services Corp 1.73% 71,801 $3.7M
7 Board of the Pension Protection Fund 1.71% 35,100 $1.8M
8 Cookson Peirce & Co Inc 1.41% 830,605 $42.7M
9 Kercheville Advisors, LLC 1.41% 89,874 $4.6M
10 Schwerin Boyle Capital Management Inc 1.16% 183,927 $9.5M
11 Athena Wealth Management, LLC 1.13% 29,453 $1.5M
12 Game Creek Capital, LP 1.12% 61,925 $3.2M
13 Monetta Financial Services Inc 0.94% 27,000 $1.4M
14 Tanglewood Legacy Advisors, LLC 0.77% 46,464 $2.4M
15 KLCM Advisors, Inc. 0.75% 185,845 $9.6M
16 Gerald Baker Financial Group LLC 0.73% 49,686 $2.6M
17 Constant Guidance Financial LLC 0.71% 21,857 $1.1M
18 Monument Capital Management 0.67% 64,856 $3.3M
19 Hodges Capital Management Inc. 0.62% 182,015 $9.4M
20 Greenfield Seitz Capital Management, LLC 0.62% 40,268 $2.1M
21 Rexford Capital Inc 0.56% 17,639 $907K
22 Ceredex Value Advisors LLC 0.55% 382,300 $19.7M
23 First Dallas Securities Inc. 0.53% 30,975 $1.6M
24 Franklin Resources Inc 0.52% 46,578,090 $2.40B
25 Navigation Wealth Management, Inc. 0.52% 7,292 $375K
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 442 funds bought or added vs 419 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 — 63% AUM from top-100 funds: 60 of 864 holders are among the 100 largest funds by AUM, controlling 63% 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?

66% of holders stayed for 2+ years: 571 out of 868 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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