Southwest Airlines Co.
US ˙ NYSE ˙ US8447411088

SecurityLUV / Southwest Airlines Co.
InstitutionBessemer Group Inc
Latest Disclosed Ownership9,424 shares
Latest Disclosed Value $ 355
Bessemer Group Inc reports 15.14% increase in ownership of LUV / Southwest Airlines Co.

On May 6, 2026 - Bessemer Group Inc filed a 13F-HR form disclosing ownership of 9,424 shares of Southwest Airlines Co. (US:LUV) valued at $354,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,185 shares of Southwest Airlines Co.. The current value of the position is $385,159 USD.

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)
2026-05-06 2026-03-31 13F SOUTHWEST AIRLINES SC 844741108 9,424 1,239 15.14 0 0.0006
2026-02-05 2025-12-31 13F SOUTHWEST AIRLINES SC 844741108 8,185 1,898 30.19 0 0.0005
2025-11-05 2025-09-30 13F SOUTHWEST AIRLINES SC 844741108 6,287 -155 -2.41 0 0.0003
2025-08-01 2025-06-30 13F SOUTHWEST AIRLINES SC 844741108 6,442 123 1.95 0 0.0003
2025-04-23 2025-03-31 13F SOUTHWEST AIRLINES SC 844741108 6,319 -357 -5.35 0 0.0004
2025-02-13 2024-12-31 13F SOUTHWEST AIRLINES SC 844741108 6,676 -66,549 -90.88 0 -100.00 0.0004
2024-11-12 2024-09-30 13F SOUTHWEST AIRLINES SC 844741108 73,225 -35,979 -32.95 2 -33.33 0.0036
2024-08-13 2024-06-30 13F SOUTHWEST AIRLINES SC 844741108 109,204 946 0.87 3 0.00 0.0055
2024-08-13 2024-03-31 13F/A-1 SOUTHWEST AIRLINES SC 844741108 108,258 -41 -0.04 3 0.00 0.0057
2024-05-13 2024-03-31 13F SOUTHWEST AIRLINES SC 844741108 108,258 -41 3 0.0057
2024-02-09 2023-12-31 13F SOUTHWEST AIRLINES SC 844741108 108,299 824 0.77 3 50.00 0.0061
2023-11-13 2023-09-30 13F SOUTHWEST AIRLINES SC 844741108 107,475 1,137 1.07 3 -33.33 0.0064
2023-08-10 2023-06-30 13F SOUTHWEST AIRLINES SC 844741108 106,338 11,085 11.64 4 0.00 0.0082
2023-05-10 2023-03-31 13F SOUTHWEST AIRLINES SC 844741108 95,253 57,963 155.44 3 200.00 0.0074
2023-02-13 2022-12-31 13F SOUTHWEST AIRLINES SC 844741108 37,290 35,018 1,541.29 1 -98.57 0.0031
2022-11-09 2022-09-30 13F SOUTHWEST AIRLINES SC 844741108 2,272 -335 -12.85 70 -26.32 0.0002
2022-08-10 2022-06-30 13F SOUTHWEST AIRLINES SC 844741108 2,607 816 45.56 95 15.85 0.0002
2022-05-12 2022-03-31 13F SOUTHWEST AIRLINES SC 844741108 1,791 -1,317 -42.37 82 -38.81 0.0002
2022-01-27 2021-12-31 13F SOUTHWEST AIRLINES SC 844741108 3,108 388 14.26 134 -4.29 0.0003
2021-11-12 2021-09-30 13F SOUTHWEST AIRLINES SC 844741108 2,720 129 4.98 140 2.19 0.0003
2021-08-06 2021-06-30 13F SOUTHWEST AIRLINES SC 844741108 2,591 209 8.77 137 -5.52 0.0003
2021-05-13 2021-03-31 13F SOUTHWEST AIRLINES SC 844741108 2,382 351 17.28 145 52.63 0.0003
2021-02-09 2020-12-31 13F SOUTHWEST AIRLINES SC 844741108 2,031 -1,182 -36.79 95 -20.83 0.0003
2020-11-12 2020-09-30 13F SOUTHWEST AIRLINES SC 844741108 3,213 -55,087 -94.49 120 -93.98 0.0004
2020-08-05 2020-06-30 13F SOUTHWEST AIRLINES SC 844741108 58,300 -331 -0.56 1,993 -4.50 0.0063
2020-04-30 2020-03-31 13F SOUTHWEST AIRLINES SC 844741108 58,631 -23,538 -28.65 2,087 -52.94 0.0084
2020-02-04 2019-12-31 13F SOUTHWEST AIRLINES SC 844741108 82,169 -525 -0.63 4,435 -0.74 0.0144
2019-11-07 2019-09-30 13F SOUTHWEST AIRLINES SC 844741108 82,694 -15,199 -15.53 4,468 -10.14 0.0160
2019-07-19 2019-06-30 13F SOUTHWEST AIRLINES SC 844741108 97,893 -1,083 -1.09 4,972 -3.21 0.0167
2019-05-13 2019-03-31 13F SOUTHWEST AIRLINES SC 844741108 98,976 20,053 25.41 5,137 40.05 0.0197
2019-05-21 2018-12-31 13F/A-1 SOUTHWEST AIRLINES SC 844741108 78,923 -12,085 -13.28 3,668 -35.47 0.0160
2019-02-12 2018-12-31 13F SOUTHWEST AIRLINES SC 844741108 78,923 -12,085 3,668 0.0160
2018-11-06 2018-09-30 13F SOUTHWEST AIRLINES SC 844741108 91,008 1,075 1.20 5,684 24.19 0.0212
2018-07-25 2018-06-30 13F SOUTHWEST AIRLINES SC 844741108 89,933 -778 -0.86 4,577 -11.91 0.0178
2018-05-10 2018-03-31 13F SOUTHWEST AIRLINES SC 844741108 90,711 650 0.72 5,196 -11.86 0.0202
2018-01-30 2017-12-31 13F SOUTHWEST AIRLINES SC 844741108 90,061 -77 -0.09 5,895 16.83 0.0229
2017-11-03 2017-09-30 13F SOUTHWEST AIRLINES SC 844741108 90,138 -1,743 -1.90 5,046 -11.63 0.0201
2017-07-27 2017-06-30 13F SOUTHWEST AIRLINES SC 844741108 91,881 230 0.25 5,710 15.87 0.0230
2017-05-12 2017-03-31 13F SOUTHWEST AIRLINES SC 844741108 91,651 226 0.25 4,928 8.14 0.0206
2017-02-07 2016-12-31 13F SOUTHWEST AIRLINES SC 844741108 91,425 2,305 2.59 4,557 31.48 0.0210
2016-11-10 2016-09-30 13F SOUTHWEST AIRLINES SC 844741108 89,120 -650 -0.72 3,466 -1.53 0.0174
2016-08-11 2016-06-30 13F SOUTHWEST AIRLINES SC 844741108 89,770 -1,893 -2.07 3,520 -14.29 0.0193
2016-05-11 2016-03-31 13F SOUTHWEST AIRLINES SC 844741108 91,663 1,541 1.71 4,107 5.82 0.0232
2016-02-12 2015-12-31 13F SOUTHWEST AIRLINES SC 844741108 90,122 0 0.00 3,881 13.21 0.0216
2015-11-16 2015-09-30 13F SOUTHWEST AIRLINES SC 844741108 90,122 -29,389 -24.59 3,428 -13.30 0.0196
2015-08-14 2015-06-30 13F SOUTHWEST AIRLINES SC 844741108 119,511 0 0.00 3,954 -25.31 0.0207
2015-06-18 2015-03-31 13F/A-1 SOUTHWEST AIRLINES SC 844741108 119,511 5,941 5.23 5,294 10.15 0.0268
2015-05-14 2015-03-31 13F SOUTHWEST AIRLINES SC 844741108 119,511 5,294
2015-02-17 2014-12-31 13F SOUTHWEST AIRLINES SC 844741108 113,570 16,175 16.61 4,806 46.12 0.0259
2014-12-11 2014-09-30 13F/A-1 SOUTHWEST AIRLINES SC 844741108 97,395 0 0.00 3,289 25.73 0.0187
2014-11-13 2014-09-30 13F SOUTHWEST AIRLINES SC 844741108 97,395 0 3,289 0.0208
2014-08-13 2014-06-30 13F SOUTHWEST AIRLINES SC 844741108 97,395 0 0.00 2,616 13.74 0.0161
2014-05-14 2014-03-31 13F SOUTHWEST AIRLINES SC 844741108 97,395 -3,181 -3.16 2,300 21.44 0.0155
2014-02-18 2013-12-31 13F SOUTHWEST AIRLINES SC 844741108 100,576 96,745 2,525.32 1,894 3,282.14 0.0136
2013-11-08 2013-09-30 13F SOUTHWEST AIRLINES SC 844741108 3,831 -3,900 -50.45 56 -44.00 0.0005
2013-08-14 2013-06-30 13F SOUTHWEST AIRLINES SC 844741108 7,731 7,731 100 0.0009
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.