PRINCIPAL SECURITIES, INC.
Broker-DealerPosition in LUV — Southwest Airlines Co
CIK 12600
DES MOINES, IA
Position in LUV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$936,358
+$234,814 QoQ
Shares Held
18,210
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#340
of 922 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUV Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026PRINCIPAL SECURITIES, INC. holds $7,284,543 across 6 Airlines names. LUV ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
24,042 | $2,251,773 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
16,108 | $2,190,526 | |
| 3 | CPA |
Copa Holdings, S.A.
|
6,733 | $1,047,452 | |
| 4 | LUV |
Southwest Airlines Co
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|
18,210 | $936,358 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
7,416 | $480,186 | |
| 6 | SKYW |
Skywest Inc
|
3,808 | $378,248 |
All Filings in LUV
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,358 | 18,210 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $701,544 | 18,673 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $677,688 | 16,397 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $650,198 | 20,376 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $661,905 | 20,404 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $513,337 | 15,287 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $512,167 | 15,234 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $370,493 | 12,504 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $168,226 | 5,880 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $170,294 | 5,834 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $169,150 | 5,857 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||