UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in LUV — Southwest Airlines Co
CIK 1463217
IRVING, TX
Position in LUV
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$692,781
+$169,469 QoQ
Shares Held
13,473
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#386
of 923 holders
Holding Since
Mar 2020
23 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $5,969,777 across 6 Airlines names. LUV ranks #3 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAL |
Delta Air Lines, Inc.
|
22,651 | $2,121,492 | |
| 2 | UAL |
United Airlines Holdings, Inc.
|
13,445 | $1,828,385 | |
| 3 | LUV |
Southwest Airlines Co
This page
|
13,473 | $692,781 | |
| 4 | AAL |
American Airlines Group Inc.
|
26,619 | $481,005 | |
| 5 | RYAAY |
Ryanair Holdings PLC
|
6,672 | $432,012 | |
| 6 | ALK |
Alaska Air Group, Inc.
|
7,933 | $414,102 |
All Filings in LUV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $692,781 | 13,473 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $523,312 | 13,929 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $409,704 | 9,913 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $284,445 | 8,914 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $282,260 | 8,701 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $326,901 | 9,735 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $339,427 | 10,096 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $300,122 | 10,129 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $347,868 | 12,159 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $371,034 | 12,711 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $407,208 | 14,100 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $398,821 | 11,845 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $341,645 | 11,078 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $404,002 | 11,185 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $547,630 | 11,957 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $662,949 | 15,475 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $897,042 | 17,442 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $992,623 | 18,697 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,101,156 | 18,034 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,001,468 | 85,850 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $4,048,800 | 107,968 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $429,642 | 12,570 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $381,632 | 10,717 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||