ZACKS INVESTMENT MANAGEMENT

Position in LUV — Southwest Airlines Co

CIK 1086483 Chicago, IL

Position in LUV

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,259,609

-$162,845 QoQ

Shares Held

86,761

+4.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

ZACKS INVESTMENT MANAGEMENT holds $75,948,498 across 3 Airlines names. LUV ranks #2 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	1,078,952	$71,728,728
2	LUV	Southwest Airlines Co This page	86,761	$3,259,609
3	ALGT	Allegiant Travel CO	11,848	$960,161

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,259,609	86,761	+4.8%	Shares	Sole	2026-05-14
2025-12-31	$3,422,454	82,808	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$2,650,763	83,070	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$2,683,501	82,722	-0.7%	Shares	Sole	2025-08-12
2025-03-31	$2,797,348	83,304	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$2,792,510	83,061	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.