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Beacon Pointe Advisors, LLC

Position in LUV — Southwest Airlines Co

CIK 1744317 NEWPORT BEACH, CA

Position in LUV

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,823,725
+$436,050 QoQ
Shares Held
128,393
+20.9% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in LUV Over Time

Shares Held

Position Value (USD)

Position in Airlines

Industrials · as of Mar 31, 2026

Beacon Pointe Advisors, LLC holds $7,395,018 across 5 Airlines names. LUV ranks #1 (65.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LUV
Southwest Airlines Co
This page
128,393 $4,823,725

All Filings in LUV

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24 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $4,823,725 128,393
2025-12-31 $4,387,675 106,162
2025-09-30 $3,631,613 113,808
2025-06-30 $4,169,059 128,516
2025-03-31 $4,446,126 132,404
2024-12-31 $4,612,327 137,190
2024-09-30 $4,316,202 145,670
2024-06-30 $4,392,521 153,531
2024-03-31 $4,804,761 164,603
2023-12-31 $4,819,465 166,879
2023-09-30 $5,264,844 194,490
2023-06-30 $8,605,451 237,654
2023-03-31 $7,972,885 245,018
2022-12-31 $10,906,891 323,935
2022-09-30 $9,597,808 311,213
2022-06-30 $11,410,777 315,913
2022-03-31 $14,714,349 321,274
2021-12-31 $12,395,454 289,343
2021-09-30 $16,551,819 321,832
2021-06-30 $4,044,449 76,181
2021-03-31 $705,181 11,549
2020-12-31 $624,993 13,409
2020-09-30 $425,062 11,335
2020-06-30 $334,212 9,778