西南航空公司
MX ˙ BMV ˙ US8447411088
SecurityMX:LUV / Southwest Airlines Co.
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership107,577 shares
Latest Disclosed Value $ 4,041,668
Wealthfront Advisers Llc reports 232.88% increase in ownership of LUV / Southwest Airlines Co.

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 107,577 shares of Southwest Airlines Co. (MX:LUV) valued at $4,041,668 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 32,317 shares of Southwest Airlines Co.. This represents a change in shares of 232.88% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F SOUTHWEST AIRLS COM 844741108 107,577 75,260 232.88 4,042 202.70 0.0089
2026-01-30 2025-12-31 13F SOUTHWEST AIRLS COM 844741108 32,317 5,181 19.09 1,336 54.34 0.0030
2025-11-06 2025-09-30 13F SOUTHWEST AIRLS COM 844741108 27,136 632 2.38 866 0.70 0.0020
2025-07-31 2025-06-30 13F SOUTHWEST AIRLS COM 844741108 26,504 -11,432 -30.13 860 -32.52 0.0022
2025-05-02 2025-03-31 13F SOUTHWEST AIRLS COM 844741108 37,936 6,528 20.78 1,274 20.66 0.0034
2025-04-01 2024-12-31 13F/A-1 SOUTHWEST AIRLS COM 844741108 31,408 -2,326 -6.90 1,056 5.61 0.0031
2025-02-07 2024-12-31 13F SOUTHWEST AIRLS COM 844741108 34,267 533 1,698 0.0051
2024-11-12 2024-09-30 13F SOUTHWEST AIRLS COM 844741108 33,734 -635 -1.85 1,000 1.63 0.0031
2024-08-14 2024-06-30 13F SOUTHWEST AIRLS COM 844741108 34,369 20,343 145.04 983 140.34 0.0033
2024-04-19 2024-03-31 13F SOUTHWEST AIRLS COM 844741108 14,026 3,642 35.07 409 36.79 0.0014
2024-02-09 2023-12-31 13F SOUTHWEST AIRLS COM 844741108 10,384 1,019 10.88 300 18.18 0.0012
2023-11-01 2023-09-30 13F SOUTHWEST AIRLS COM 844741108 9,365 -3,006 -24.30 254 -43.40 0.0011
2023-08-07 2023-06-30 13F SOUTHWEST AIRLS COM 844741108 12,371 1,580 14.64 448 27.35 0.0019
2023-04-28 2023-03-31 13F SOUTHWEST AIRLS COM 844741108 10,791 -11,115 -50.74 351 -52.37 0.0016
2023-02-10 2022-12-31 13F SOUTHWEST AIRLS COM 844741108 21,906 7,265 49.62 738 63.05 0.0036
2022-11-14 2022-09-30 13F SOUTHWEST AIRLS COM 844741108 14,641 -10,630 -42.06 452 -50.49 0.0024
2022-07-20 2022-06-30 13F SOUTHWEST AIRLS COM 844741108 25,271 -10,647 -29.64 913 -44.50 0.0046
2022-05-16 2022-03-31 13F SOUTHWEST AIRLS COM 844741108 35,918 -5,254 -12.76 1,645 -6.75 0.0072
2022-01-21 2021-12-31 13F SOUTHWEST AIRLS COM 844741108 41,172 -4,060 -8.98 1,764 -24.16 0.0075
2021-11-15 2021-09-30 13F SOUTHWEST AIRLS COM 844741108 45,232 -7,208 -13.75 2,326 -16.45 0.0108
2021-08-16 2021-06-30 13F SOUTHWEST AIRLS COM 844741108 52,440 6,034 13.00 2,784 -1.76 0.0132
2021-05-14 2021-03-31 13F SOUTHWEST AIRLS COM 844741108 46,406 -584 -1.24 2,834 29.35 0.0152
2021-02-16 2020-12-31 13F SOUTHWEST AIRLS COM 844741108 46,990 5,538 13.36 2,191 40.99 0.0132
2020-11-16 2020-09-30 13F SOUTHWEST AIRLS COM 844741108 41,452 25,851 165.70 1,554 191.56 0.0111
2020-08-14 2020-06-30 13F SOUTHWEST AIRLS COM 844741108 15,601 7,489 92.32 533 84.43 0.0041
2020-05-15 2020-03-31 13F SOUTHWEST AIRLS COM 844741108 8,112 -3,745 -31.58 289 -54.84 0.0026
2020-01-21 2019-12-31 13F SOUTHWEST AIRLS COM 844741108 11,857 37 0.31 640 0.31 0.0047
2019-10-15 2019-09-30 13F SOUTHWEST AIRLS COM 844741108 11,820 65 0.55 638 6.87 0.0053
2019-08-13 2019-06-30 13F SOUTHWEST AIRLS COM 844741108 11,755 -722 -5.79 597 -7.87 0.0052
2019-05-13 2019-03-31 13F SOUTHWEST AIRLS COM 844741108 12,477 39 0.31 648 12.11 0.0060
2019-02-14 2018-12-31 13F SOUTHWEST AIRLS COM 844741108 12,438 12,438 578 0.0061
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.