Who owns LUV (LUV)
Which tracked institutional funds hold LUV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LUV company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
134 tracked funds added or opened LUV while 199 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LUV’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes LUV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in LUV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 863 tracked filers holding LUV, 426 increased or opened the position and 410 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LUV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 56
- VANGUARD CAPITAL MANAGEMENT LLC$1.2B
- VANGUARD PORTFOLIO MANAGEMENT LLC$869M
- Qube Research & Technologies Ltd$194M
- VANGUARD FIDUCIARY TRUST CO$104M
- Vanguard Global Advisers, LLC$41M
- COOKSON PEIRCE & CO INC$32M
Full exits 36
- VANGUARD GROUP INC$2.5B
- Capitolis Liquid Global Markets LLC$142M
- Nearwater Capital Markets, Ltd$116M
- MIZUHO MARKETS AMERICAS LLC$55M
- Oldfield Partners LLP$35M
- Silver Point Capital L.P.$27M
Largest adds
- FMR LLC$211M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$103M
- FEDERATED HERMES, INC.$63M
- Crake Asset Management LLP$54M
- MILLENNIUM MANAGEMENT LLC$32M
- JANE STREET GROUP, LLC$30M
Largest trims
- Elliott Investment Management L.P.$973M
- GOLDMAN SACHS GROUP INC$555M
- BlackRock, Inc.$323M
- UBS Group AG$213M
- PRIMECAP MANAGEMENT CO/CA/$190M
- PRICE T ROWE ASSOCIATES INC /MD/$187M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 47,069,495 | $1.8B | 9.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 44,386,408 | $1.7B | 8.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 31,644,632 | $1.2B | 6.3% | 2026-Q1 |
| Elliott Investment Management L.P. trimmed | 30,346,000 | $1.1B | 6.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 29,519,791 | $1.1B | 5.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 23,586,090 | $886M | 4.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 23,130,148 | $869M | 4.6% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 13,894,699 | $522M | 2.7% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 12,975,720 | $487M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 9,984,432 | $375M | 2.0% | 2026-Q1 |
| FMR LLC added | 9,727,045 | $365M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 6,467,293 | $243M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,273,083 | $236M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 5,763,154 | $216M | 1.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,731,005 | $215M | 1.1% | 2026-Q1 |
| PAR CAPITAL MANAGEMENT INC added | 5,219,192 | $196M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 5,159,735 | $194M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 4,858,283 | $183M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,401,436 | $160M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,924,407 | $147M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,815,812 | $143M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,518,630 | $132M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,407,080 | $128M | 0.7% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 2,937,132 | $110M | 0.6% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,920,605 | $110M | 0.6% | 2026-Q1 |
| Crake Asset Management LLP added | 2,919,976 | $110M | 0.6% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 2,795,269 | $105M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,784,768 | $105M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,769,264 | $104M | 0.5% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 2,613,887 | $98M | 0.5% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,563,302 | $96M | 0.5% | 2026-Q1 |
| UBS Group AG trimmed | 2,543,380 | $96M | 0.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,115,353 | $79M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 2,009,355 | $75M | 0.4% | 2026-Q1 |
| SOUND SHORE MANAGEMENT INC /CT/ trimmed | 2,001,977 | $75M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,933,834 | $73M | 0.4% | 2026-Q1 |
| U S GLOBAL INVESTORS INC trimmed | 1,668,355 | $63M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,544,748 | $58M | 0.3% | 2026-Q1 |
| Amundi added | 1,461,344 | $55M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,274,165 | $48M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,201,153 | $45M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,107,727 | $42M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,081,846 | $41M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 1,062,063 | $40M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,041,843 | $39M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,077,605 | $39M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 1,023,625 | $38M | 0.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 969,797 | $36M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 917,687 | $34M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 1,015,786 | $34M | 0.2% | 2026-Q1 |
| COOKSON PEIRCE & CO INC added | 863,345 | $32M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 854,332 | $32M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 820,690 | $31M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 785,399 | $30M | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 748,011 | $28M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP added | 700,368 | $26M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 688,110 | $26M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 687,756 | $26M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 683,554 | $26M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 651,106 | $24M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 640,578 | $24M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 618,678 | $23M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 616,027 | $23M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 613,417 | $23M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 592,515 | $22M | 0.1% | 2026-Q1 |
| Kiltearn Partners LLP trimmed | 588,883 | $22M | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 584,284 | $22M | 0.1% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC added | 571,281 | $21M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 553,965 | $21M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 503,407 | $21M | 0.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 547,600 | $21M | 0.1% | 2026-Q1 |
| WS MANAGEMENT LLLP trimmed | 546,511 | $21M | 0.1% | 2026-Q1 |
| Teewinot Capital Advisers, L.L.C. new | 530,081 | $20M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 506,981 | $19M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 503,716 | $19M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 483,377 | $18M | 0.1% | 2026-Q1 |
| SHELTON CAPITAL MANAGEMENT trimmed | 472,087 | $18M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 465,426 | $17M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 462,903 | $17M | 0.1% | 2026-Q1 |
| M&G PLC trimmed | 457,469 | $17M | 0.1% | 2026-Q1 |
| Gradient Investments LLC trimmed | 452,466 | $17M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 441,701 | $17M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 439,168 | $16M | 0.1% | 2026-Q1 |
| CREDIT AGRICOLE S A trimmed | 426,780 | $16M | 0.1% | 2026-Q1 |
| Calamos Advisors LLC added | 415,532 | $16M | 0.1% | 2026-Q1 |
| Creative Planning added | 408,404 | $15M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 60,362,151 | $2.5B | 13.1% | 2025-Q4 stale |
| Artisan Partners Limited Partnership trimmed | 10,748,649 | $343M | 1.8% | 2025-Q3 stale |
| Capital World Investors added | 8,468,269 | $275M | 1.4% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC added | 3,443,500 | $142M | 0.7% | 2025-Q4 stale |
| Interval Partners, LP added | 4,017,235 | $128M | 0.7% | 2025-Q3 stale |
| Nearwater Capital Markets, Ltd added | 2,800,000 | $116M | 0.6% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 1,674,920 | $56M | 0.3% | 2025-Q1 stale |
| MIZUHO MARKETS AMERICAS LLC added | 1,338,500 | $55M | 0.3% | 2025-Q4 stale |
| Oldfield Partners LLP trimmed | 857,300 | $35M | 0.2% | 2025-Q4 stale |
| Greenbrier Partners Capital Management, LLC trimmed | 938,909 | $32M | 0.2% | 2025-Q1 stale |
| Silver Point Capital L.P. added | 650,000 | $27M | 0.1% | 2025-Q4 stale |
| ALPS ADVISORS INC added | 774,928 | $25M | 0.1% | 2025-Q3 stale |
| ING GROEP NV added | 592,935 | $25M | 0.1% | 2025-Q4 stale |
| Woodline Partners LP added | 513,223 | $16M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.