Rakuten Investment Management, Inc.

Position in LUV — Southwest Airlines Co

CIK 2062680 TOKYO, M0

Position in LUV

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$2,664,635

+$846,698 QoQ

Shares Held

51,821

+7.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#212

of 923 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Rakuten Investment Management, Inc. holds $15,353,247 across 3 Airlines names. LUV ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DAL	Delta Air Lines, Inc.	78,730	$7,373,851
2	UAL	United Airlines Holdings, Inc.	39,082	$5,314,761
3	LUV	Southwest Airlines Co This page	51,821	$2,664,635

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,664,635	51,821	+7.1%	Shares	Sole	2026-08-18
2026-03-31	$1,817,937	48,388	+4.9%	Shares	Sole	2026-05-12
2025-12-31	$1,906,304	46,124	+48451.6%	Shares	Sole	2026-02-17
2025-09-30	$3,031	95	-99.8%	Shares	Sole	2025-10-30
2025-03-31	$1,408,815	41,954	+63.1%	Shares	Sole	2025-05-15
2024-09-30	$762,261	25,726	+33.2%	Shares	Sole	2025-05-15
2024-06-30	$552,373	19,307	+58.6%	Shares	Sole	2025-05-15
2024-03-31	$355,271	12,171	+954.7%	Shares	Sole	2025-05-15
2023-12-31	$33,327	1,154	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.