Filing Research | LUV - SOUTHWEST AIRLINES CO Institutional Holdings

Snapshot holdings

50 / 243 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	977.0KSH	$50.2M
2	COOKSON PEIRCE & CO INC	Shares	830.6KSH	$42.7M
3	Gradient Investments LLC	Shares	539.6KSH	$27.7M
4	Vest Financial, LLC	Shares	448.0KSH	$23.0M
5	Mediolanum International Funds Ltd	Shares	185.9KSH	$9.6M
6	Mirae Asset Global Investments Co., Ltd.	Shares	140.5KSH	$7.2M
7	Czech National Bank	Shares	139.1KSH	$7.2M
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	108.0KSH	$5.6M
9	Assenagon Asset Management S.A.	Shares	85.1KSH	$4.4M
10	ANDERSON HOAGLAND & CO	Shares	81.8KSH	$4.2M
11	LBP AM SA	Shares	81.2KSH	$4.2M
12	Econ Financial Services Corp	Shares	71.8KSH	$3.7M
13	Avanza Fonder AB	Shares	69.8KSH	$3.6M
14	Police & Firemen's Retirement System of New Jersey	Shares	69.5KSH	$3.6M
15	Monument Capital Management	Shares	64.9KSH	$3.3M
16	Catalyst Capital Advisors LLC	Shares	49.6KSH	$2.6M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	47.1KSH	$2.4M
18	Consolidated Investment Group LLC	Shares	46.6KSH	$2.4M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	44.6KSH	$2.2M
20	Portside Wealth Group, LLC	Shares	37.7KSH	$1.9M
21	QRG CAPITAL MANAGEMENT, INC.	Shares	35.3KSH	$1.8M
22	Crossmark Global Holdings, Inc.	Shares	33.7KSH	$1.7M
23	EASTERLY INVESTMENT PARTNERS LLC	Shares	33.6KSH	$1.7M
24	Sequoia Financial Advisors, LLC	Shares	31.6KSH	$1.6M
25	Athena Wealth Management, LLC	Shares	29.5KSH	$1.5M
26	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	28.2KSH	$1.4M
27	MBM WEALTH CONSULTANTS, LLC	Shares	27.2KSH	$1.4M
28	HARTFORD INVESTMENT MANAGEMENT CO	Shares	26.8KSH	$1.4M
29	Louisiana State Employees Retirement System	Shares	25.0KSH	$1.3M
30	Cardinal Point Capital Management ULC	Shares	22.9KSH	$1.2M
31	RFG Advisory, LLC	Shares	23.0KSH	$1.2M
32	MIZUHO SECURITIES USA LLC	Shares	29.7KSH	$1.1M
33	HOWARD FINANCIAL SERVICES, LTD.	Shares	21.6KSH	$1.1M
34	GAMMA Investing LLC	Shares	21.0KSH	$1.1M
35	CWC Advisors, LLC.	Shares	19.4KSH	$996.0K
36	Blue Trust, Inc.	Shares	19.2KSH	$988.0K
37	Winthrop Advisory Group LLC	Shares	17.4KSH	$896.9K
38	LEE DANNER & BASS INC	Shares	17.3KSH	$887.2K
39	OLD NATIONAL BANCORP /IN/	Shares	17.0KSH	$873.3K
40	M.E. ALLISON & CO., INC.	Shares	16.9KSH	$869.6K
41	BENJAMIN EDWARDS INC	Shares	16.8KSH	$862.9K
42	Prospera Financial Services Inc	Shares	16.5KSH	$847.2K
43	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	16.4KSH	$843.5K
44	Pflug Koory, LLC	Shares	15.1KSH	$776.6K
45	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.1KSH	$774.8K
46	Paladin Wealth, LLC	Shares	13.9KSH	$713.5K
47	INDEPENDENT FINANCIAL GROUP, LLC	Shares	13.4KSH	$687.4K
48	Douglas Lane & Associates, LLC	Shares	13.2KSH	$676.6K
49	Farther Finance Advisors, LLC	Shares	13.0KSH	$669.5K
50	Cooper Financial Group	Shares	12.6KSH	$649.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 262 loaded

#		Instrument
1	Vest Financial, LLC new	Shares	+448.0K	+$23.0M	$23.0M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added	Shares	+7.2K	+$13.8M	$50.2M
3	Gradient Investments LLC added	Shares	+87.1K	+$10.7M	$27.7M
4	COOKSON PEIRCE & CO INC trimmed	Shares	-32.7K	+$10.3M	$42.7M
5	Mediolanum International Funds Ltd new	Shares	+185.9K	+$9.6M	$9.6M
6	ANDERSON HOAGLAND & CO new	Shares	+81.8K	+$4.2M	$4.2M
7	Econ Financial Services Corp new	Shares	+71.8K	+$3.7M	$3.7M
8	Monument Capital Management new	Shares	+64.9K	+$3.3M	$3.3M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+11.9K	+$2.4M	$7.2M
10	Czech National Bank added	Shares	+5.3K	+$2.1M	$7.2M
11	LBP AM SA added	Shares	+18.8K	+$1.8M	$4.2M
12	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+33.6K	+$1.7M	$1.7M
13	Avanza Fonder AB added	Shares	+18.1K	+$1.6M	$3.6M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-6.5K	+$1.3M	$5.6M
15	Portside Wealth Group, LLC added	Shares	+13.6K	+$1.0M	$1.9M
16	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.4K	+$909.5K	$3.6M
17	BENJAMIN EDWARDS INC new	Shares	+16.8K	+$862.9K	$862.9K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.7K	+$770.6K	$2.2M
19	Catalyst Capital Advisors LLC unchanged	Shares	0	+$687.0K	$2.6M
20	Consolidated Investment Group LLC unchanged	Shares	0	+$645.4K	$2.4M
21	QRG CAPITAL MANAGEMENT, INC. added	Shares	+2.6K	+$588.3K	$1.8M
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.3K	+$567.6K	$2.4M
23	Crossmark Global Holdings, Inc. added	Shares	+617	+$489.8K	$1.7M
24	MBM WEALTH CONSULTANTS, LLC added	Shares	+3.0K	+$489.6K	$1.4M
25	Curated Wealth Partners LLC new	Shares	+33.9K	+$458.3K	$458.3K
26	GATEWAY INVESTMENT ADVISERS LLC new	Shares	+8.5K	+$436.2K	$436.2K
27	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+725	+$417.5K	$1.4M
28	Athena Wealth Management, LLC trimmed	Shares	-295	+$396.8K	$1.5M
29	Blue Trust, Inc. added	Shares	+3.3K	+$388.5K	$988.0K
30	RFG Advisory, LLC added	Shares	+1.8K	+$387.4K	$1.2M
31	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+5.5K	+$379.2K	$637.3K
32	Sovereign Financial Group, Inc. new	Shares	+7.4K	+$378.2K	$378.2K
33	J.W. COLE ADVISORS, INC. new	Shares	+7.3K	+$377.2K	$377.2K
34	GAMMA Investing LLC added	Shares	+1.6K	+$350.9K	$1.1M
35	Louisiana State Employees Retirement System unchanged	Shares	0	+$346.3K	$1.3M
36	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+6.7K	+$343.6K	$343.6K
37	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-1.2K	+$325.1K	$1.4M
38	MISSION WEALTH MANAGEMENT, LP new	Shares	+6.2K	+$320.9K	$320.9K
39	Canada Post Corp Registered Pension Plan added	Shares	+5.3K	+$303.4K	$387.3K
40	Cardinal Point Capital Management ULC trimmed	Shares	-705	+$291.0K	$1.2M
41	Everhart Financial Group, Inc. new	Shares	+5.4K	+$279.0K	$279.0K
42	GK Wealth Management LLC new	Shares	+5.4K	+$277.1K	$277.1K
43	JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC new	Shares	+5.2K	+$269.2K	$269.2K
44	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+4.5K	+$266.0K	$359.9K
45	Apollon Wealth Management, LLC added	Shares	+3.4K	+$264.8K	$504.2K
46	Paladin Wealth, LLC added	Shares	+1.9K	+$264.3K	$713.5K
47	Winthrop Advisory Group LLC added	Shares	+382	+$255.2K	$896.9K
48	HOWARD FINANCIAL SERVICES, LTD. trimmed	Shares	-1.3K	+$250.8K	$1.1M
49	BEACON FINANCIAL GROUP new	Shares	+4.8K	+$248.6K	$248.6K
50	KPP Advisory Services LLC new	Shares	+4.7K	+$241.4K	$241.4K

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