Southwest Airlines Co.
MX ˙ BMV ˙ US8447411088
SecurityMX:LUV / Southwest Airlines Co.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership712 shares
Latest Disclosed Value $ 26,750
Ancora Advisors, LLC reports 1.39% decrease in ownership of LUV / Southwest Airlines Co.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 712 shares of Southwest Airlines Co. (MX:LUV) valued at $26,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 722 shares of Southwest Airlines Co.. This represents a change in shares of -1.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOUTHWEST AIRLS CO COM COM 844741108 712 -10 -1.39 27 -10.34 0.0003
2026-02-17 2025-12-31 13F SOUTHWEST AIRLS CO COM COM 844741108 722 240 49.79 30 93.33 0.0006
2025-11-14 2025-09-30 13F SOUTHWEST AIRLS COM 844741108 482 30 6.64 15 7.14 0.0003
2025-08-14 2025-06-30 13F SOUTHWEST AIRLS COM 844741108 452 415 1,121.62 15 1,300.00 0.0003
2025-05-15 2025-03-31 13F SOUTHWEST AIRLS COM 844741108 37 -811 -95.64 1 -96.43 0.0000
2025-02-14 2024-12-31 13F SOUTHWEST AIRLS COM 844741108 848 0 0.00 29 12.00 0.0006
2024-11-14 2024-09-30 13F SOUTHWEST AIRLS COM 844741108 848 -143 -14.43 25 -10.71 0.0006
2024-08-14 2024-06-30 13F SOUTHWEST AIRLS COM 844741108 991 -25 -2.46 28 -3.45 0.0007
2024-05-16 2024-03-31 13F SOUTHWEST AIRLS COM 844741108 1,016 -254 -20.00 30 -19.44 0.0007
2024-02-14 2023-12-31 13F SOUTHWEST AIRLS COM 844741108 1,270 0 0.00 37 5.88 0.0009
2023-11-14 2023-09-30 13F SOUTHWEST AIRLS COM 844741108 1,270 0 0.00 34 -24.44 0.0009
2023-08-14 2023-06-30 13F SOUTHWEST AIRLS COM 844741108 1,270 1,075 551.28 46 650.00 0.0012
2023-05-16 2023-03-31 13F SOUTHWEST AIRLS COM 844741108 195 0 0.00 6 -14.29 0.0002
2023-02-14 2022-12-31 13F SOUTHWEST AIRLS COM 844741108 195 0 0.00 7 16.67 0.0002
2022-11-14 2022-09-30 13F SOUTHWEST AIRLS COM 844741108 195 -107 -35.43 6 -45.45 0.0002
2022-08-15 2022-06-30 13F SOUTHWEST AIRLS COM 844741108 302 127 72.57 11 37.50 0.0003
2022-05-16 2022-03-31 13F/A-1 SOUTHWEST AIRLS COM 844741108 175 -10 -5.41 8 0.00 0.0002
2022-05-13 2022-03-31 13F SOUTHWEST AIRLS CO COM COM 844741108 184 -1 11 0.0002
2022-02-14 2021-12-31 13F SOUTHWEST AIRLS COM 844741108 185 1 0.54 8 -11.11 0.0002
2021-11-15 2021-09-30 13F SOUTHWEST AIRLS COM 844741108 184 0 0.00 9 -10.00 0.0002
2021-11-12 2021-06-30 13F/A-1 SOUTHWEST AIRLS COM 844741108 184 0 0.00 10 -9.09 0.0003
2021-08-13 2021-06-30 13F SOUTHWEST AIRLS COM 844741108 184 0 10 0.0003
2021-11-12 2021-03-31 13F/A-1 SOUTHWEST AIRLS CO COM COM 844741108 184 175 1,944.44 11 0.0003
2021-05-14 2021-03-31 13F SOUTHWEST AIRLS CO COM COM 844741108 184 175 11 0.0003
2021-11-12 2020-12-31 13F/A-1 SOUTHWEST AIRLS COM 844741108 9 0 0.00 0 0.0000
2021-02-12 2020-12-31 13F SOUTHWEST AIRLS COM 844741108 9 0 0 0.0000
2021-11-12 2020-09-30 13F/A-1 SOUTHWEST AIRLS COM 844741108 9 -701 -98.73 0 -100.00
2020-11-13 2020-09-30 13F SOUTHWEST AIRLS COM 844741108 9 -701 0
2021-11-12 2020-06-30 13F/A-1 SOUTHWEST AIRLS COM 844741108 710 8 1.14 24 -4.00 0.0010
2020-08-14 2020-06-30 13F SOUTHWEST AIRLS COM 844741108 710 8 24 0.0010
2021-11-12 2020-03-31 13F/A-1 SOUTHWEST AIRLS COM 844741108 702 702 25 0.0012
2020-05-14 2020-03-31 13F SOUTHWEST AIRLS COM 844741108 702 25 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.