Southwest Airlines Co.
US ˙ NYSE ˙ US8447411088

SecurityLUV / Southwest Airlines Co.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership8,416 shares
Latest Disclosed Value $ 316,189
IFP Advisors, Inc reports 9.91% increase in ownership of LUV / Southwest Airlines Co.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 8,416 shares of Southwest Airlines Co. (US:LUV) valued at $316,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 7,657 shares of Southwest Airlines Co.. This represents a change in shares of 9.91% during the quarter. The current value of the position is $343,962 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)
2026-04-13 2026-03-31 13F SOUTHWEST AIRLS cs 844741108 8,416 759 9.91 316 0.00 0.0066
2026-02-06 2025-12-31 13F SOUTHWEST AIRLS cs 844741108 7,657 -2,053 -21.14 316 2.27 0.0071
2026-02-06 2025-09-30 13F/A-1 SOUTHWEST AIRLS cs 844741108 9,710 686 7.60 310 -4.04 0.0080
2025-12-02 2025-09-30 13F SOUTHWEST AIRLS cs 844741108 8,081 -943 362 0.0093
2025-07-24 2025-06-30 13F SOUTHWEST AIRLS cs 844741108 9,024 -824 -8.37 323 -3.88 0.0092
2025-05-05 2025-03-31 13F SOUTHWEST AIRLS cs 844741108 9,848 553 5.95 335 6.01 0.0103
2025-02-04 2024-12-31 13F SOUTHWEST AIRLS cs 844741108 9,295 712 8.30 317 24.41 0.0104
2025-02-04 2024-09-30 13F SOUTHWEST AIRLS cs 844741108 8,583 -15,779 -64.77 254 -63.51 0.0092
2024-07-30 2024-06-30 13F SOUTHWEST AIRLS cs 844741108 24,362 -715 -2.85 697 -4.79 0.0277
2024-07-30 2024-03-31 13F SOUTHWEST AIRLS cs 844741108 25,077 4,783 23.57 732 24.74 0.0321
2024-01-09 2023-12-31 13F SOUTHWEST AIRLS cs 844741108 20,294 -79 -0.39 586 6.35 0.0277
2023-10-12 2023-09-30 13F SOUTHWEST AIRLS cs 844741108 20,373 466 2.34 552 -23.47 0.0248
2023-08-14 2023-06-30 13F/A-1 SOUTHWEST AIRLS cs 844741108 19,907 -2,651 -11.75 721 -37.34 0.0301
2023-08-04 2023-06-30 13F SOUTHWEST AIRLS cs 844741108 19,907 -2,651 1,014 0.0469
2023-04-18 2023-03-31 13F SOUTHWEST AIRLS cs 844741108 22,558 -3,828 -14.51 1,149 114,800.00 0.0500
2023-02-07 2022-12-31 13F SOUTHWEST AIRLS cs 844741108 26,386 -28,867 -52.25 1 -99.96 0.0364
2022-11-08 2022-09-30 13F SOUTHWEST AIRLS cs 844741108 55,253 5,650 11.39 2,850 11.33 0.0743
2022-09-06 2022-06-30 13F/A-1 SOUTHWEST AIRLS cs 844741108 49,603 0 0.00 2,560 0.00 0.0821
2022-09-06 2022-03-31 13F/A-1 SOUTHWEST AIRLS cs 844741108 49,603 34,153 221.06 2,560 283.81 0.0821
2022-08-08 2022-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 21,702 6,252 1,112 0.0227
2022-01-12 2021-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 15,450 3,575 30.11 667 7.75 0.0130
2021-10-06 2021-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 11,875 -552 -4.44 619 -6.50 0.0124
2021-07-13 2021-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 12,427 988 8.64 662 -4.34 0.0137
2021-04-30 2021-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 11,439 1,098 10.62 692 41.22 0.0135
2021-01-25 2020-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 10,341 2,428 30.68 490 62.25 0.0199
2020-10-29 2020-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 7,913 -1,207 -13.23 302 -6.21 0.0180
2020-08-05 2020-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 9,120 869 10.53 322 -4.73 0.0255
2020-05-12 2020-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 8,251 3,405 70.26 338 28.52 0.0341
2020-01-17 2019-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 4,846 -12,092 -71.39 263 -71.16 0.0198
2019-11-07 2019-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 16,938 2,408 16.57 912 21.60 0.0611
2019-05-15 2019-03-31 13F SOUTHWEST AIRLINES Stock 844741108 14,530 -4,147 -22.20 750 -14.09 0.1024
2019-06-03 2018-12-31 13F/A-10 SOUTHWEST AIRLS CO COM Stock 844741108 18,677 -1,734 -8.50 873 -31.53 0.0532
2019-01-23 2018-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 18,677 -1,734 873 0.0532
2019-06-03 2018-09-30 13F/A-9 SOUTHWEST AIRLS CO COM Stock 844741108 20,411 4,479 28.11 1,275 57.21 0.0520
2018-10-25 2018-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 20,411 4,479 1,275 0.0520
2019-06-03 2018-06-30 13F/A-8 SOUTHWEST AIRLS CO COM Stock 844741108 15,932 -45 -0.28 811 -22.47 0.0341
2018-08-07 2018-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 15,932 -508 811
2019-06-03 2018-03-31 13F/A-7 SOUTHWEST AIRLS CO COM Stock 844741108 15,977 0 0.00 1,046 0.00 0.0474
2018-05-09 2018-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 16,440 463 942
2019-06-03 2017-12-31 13F/A-6 SOUTHWEST AIRLS CO COM Stock 844741108 15,977 -5,963 -27.18 1,046 -14.82 0.0474
2018-01-24 2017-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 15,977 -5,963 1,046
2017-10-30 2017-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 21,940 -1,808 -7.61 1,228 -16.80 0.0488
2019-06-03 2017-06-30 13F/A-5 SOUTHWEST AIRLS CO COM Stock 844741108 23,748 903 3.95 1,476 20.20 0.0626
2017-07-31 2017-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 23,748 903 1,476
2019-06-03 2017-03-31 13F/A-4 SOUTHWEST AIRLS CO COM Stock 844741108 22,845 1,061 4.87 1,228 13.08 0.0535
2017-04-26 2017-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 22,845 1,061 1,228
2019-06-03 2016-12-31 13F/A-3 SOUTHWEST AIRLS CO COM Stock 844741108 21,784 2,387 12.31 1,086 44.03 0.0524
2017-02-14 2016-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 21,784 2,387 1,086
2016-11-04 2016-09-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 19,397 429 2.26 754 1.34 0.0392
2019-06-03 2016-06-30 13F/A-2 SOUTHWEST AIRLS CO COM Stock 844741108 18,968 4,438 30.54 744 -0.80 0.0415
2016-08-22 2016-06-30 13F SOUTHWEST AIRLS CO COM Stock 844741108 18,968 4,438 744
2019-06-03 2016-03-31 13F/A-1 SOUTHWEST AIRLINES Stock 844741108 14,530 -14,376 -49.73 750 -39.76 0.1024
2016-05-02 2016-03-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 19,407 -9,499 870
2016-02-11 2015-12-31 13F SOUTHWEST AIRLS CO COM Stock 844741108 28,906 28,906 1,245 0.0836
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.