사우스웨스트 항공(주)
MX ˙ BMV ˙ US8447411088
SecurityMX:LUV / Southwest Airlines Co.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership31,397 shares
Latest Disclosed Value $ 1,179,581
Neuberger Berman Group LLC reports 10.15% increase in ownership of LUV / Southwest Airlines Co.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 31,397 shares of Southwest Airlines Co. (MX:LUV) valued at $1,179,581 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 28,505 shares of Southwest Airlines Co.. This represents a change in shares of 10.15% 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)
2026-05-14 2026-03-31 13F SOUTHWEST AIRLINES Common 844741108 31,397 2,892 10.15 1,180 0.08 0.0005
2026-02-13 2025-12-31 13F SOUTHWEST AIRLINES Common 844741108 28,505 2,826 11.01 1,178 43.83 0.0009
2025-11-12 2025-09-30 13F SOUTHWEST AIRLINES Common 844741108 25,679 3,034 13.40 819 11.58 0.0006
2025-08-25 2025-06-30 13F/A-1 SOUTHWEST AIRLINES Common 844741108 22,645 -3,131 -12.15 735 -15.14 0.0006
2025-08-13 2025-06-30 13F SOUTHWEST AIRLINES Common 844741108 22,645 -3,131 735 0.0003
2025-05-13 2025-03-31 13F SOUTHWEST AIRLINES Common 844741108 25,776 9,237 55.85 866 55.58 0.0007
2025-02-13 2024-12-31 13F SOUTHWEST AIRLINES Common 844741108 16,539 538 3.36 556 17.30 0.0004
2024-11-14 2024-09-30 13F SOUTHWEST AIRLINES Common 844741108 16,001 -4,697 -22.69 474 -19.93 0.0004
2024-11-14 2024-06-30 13F/A-1 SOUTHWEST AIRLINES Common 844741108 20,698 -3,463 -14.33 592 -16.03 0.0005
2024-08-13 2024-06-30 13F SOUTHWEST AIRLINES Common 844741108 20,698 -3,463 592 0.0005
2024-11-14 2024-03-31 13F/A-1 SOUTHWEST AIRLINES Common 844741108 24,161 557 2.36 705 3.52 0.0006
2024-05-13 2024-03-31 13F SOUTHWEST AIRLINES Common 844741108 24,161 557 705 0.0006
2024-11-14 2023-12-31 13F/A-2 SOUTHWEST AIRLINES Common 844741108 23,604 6,295 36.37 682 45.51 0.0006
2024-02-09 2023-12-31 13F SOUTHWEST AIRLINES Common 844741108 23,604 6,295 682 0.0006
2023-11-14 2023-09-30 13F SOUTHWEST AIRLINES Common 844741108 17,309 -20,871 -54.66 469 -66.14 0.0004
2023-08-11 2023-06-30 13F SOUTHWEST AIRLINES Common 844741108 38,180 -2,177 -5.39 1,382 5.26 0.0012
2023-05-12 2023-03-31 13F SOUTHWEST AIRLINES Common 844741108 40,357 -32,493 -44.60 1,313 -46.45 0.0012
2023-02-13 2022-12-31 13F SOUTHWEST AIRLINES Common 844741108 72,850 -14,650 -16.74 2,453 -9.15 0.0024
2022-11-15 2022-09-30 13F SOUTHWEST AIRLINES Common 844741108 87,500 633 0.73 2,699 -13.99 0.0028
2022-08-15 2022-06-30 13F SOUTHWEST AIRLINES Common 844741108 86,867 -2,373 -2.66 3,138 -23.22 0.0032
2022-05-23 2022-03-31 13F/A-1 SOUTHWEST AIRLINES Common 844741108 89,240 8,022 9.88 4,087 22.18 0.0035
2022-05-13 2022-03-31 13F SOUTHWEST AIRLINES Common 844741108 89,240 8,022 3,805 0.0017
2022-02-11 2021-12-31 13F SOUTHWEST AIRLINES Common 844741108 81,218 -3,531 -4.17 3,345 -21.28 0.0026
2021-11-12 2021-09-30 13F SOUTHWEST AIRLINES Common 844741108 84,749 -4,298 -4.83 4,249 -9.54 0.0037
2021-08-13 2021-06-30 13F SOUTHWEST AIRLINES Common 844741108 89,047 -1,010 -1.12 4,697 -13.45 0.0041
2021-05-13 2021-03-31 13F SOUTHWEST AIRLINES Common 844741108 90,057 -4,419 -4.68 5,427 23.82 0.0052
2021-02-10 2020-12-31 13F SOUTHWEST AIRLINES Common 844741108 94,476 15,063 18.97 4,383 47.58 0.0045
2020-11-12 2020-09-30 13F SOUTHWEST AIRLINES Common 844741108 79,413 -10,369 -11.55 2,970 -3.19 0.0035
2020-08-13 2020-06-30 13F SOUTHWEST AIRLINES Common 844741108 89,782 -53,203 -37.21 3,068 -39.74 0.0038
2020-05-14 2020-03-31 13F SOUTHWEST AIRLINES Common 844741108 142,985 14,738 11.49 5,091 -26.45 0.0078
2020-02-12 2019-12-31 13F SOUTHWEST AIRLINES Common 844741108 128,247 -4,165 -3.15 6,922 -3.20 0.0081
2019-11-13 2019-09-30 13F SOUTHWEST AIRLINES Common 844741108 132,412 430 0.33 7,151 6.70 0.0087
2019-08-13 2019-06-30 13F SOUTHWEST AIRLINES Common 844741108 131,982 3,724 2.90 6,702 0.66 0.0080
2019-05-13 2019-03-31 13F SOUTHWEST AIRLINES Common 844741108 128,258 10,103 8.55 6,658 21.23 0.0082
2019-02-12 2018-12-31 13F SOUTHWEST AIRLINES Common 844741108 118,155 -1,296 -1.08 5,492 -26.38 0.0077
2018-11-16 2018-09-30 13F/A-1 SOUTHWEST AIRLINES Common 844741108 119,451 1,863 1.58 7,460 24.69 0.0085
2018-11-13 2018-09-30 13F SOUTHWEST AIRLINES Common 844741108 119,451 1,863 7,460
2018-08-13 2018-06-30 13F SOUTHWEST AIRLINES Common 844741108 117,588 -2,763 -2.30 5,983 -13.21 0.0066
2018-05-08 2018-03-31 13F SOUTHWEST AIRLINES Common 844741108 120,351 644 0.54 6,894 -12.01 0.0079
2018-02-14 2017-12-31 13F SOUTHWEST AIRLINES Common 844741108 119,707 6,615 5.85 7,835 23.76 0.0090
2017-11-15 2017-09-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 113,092 13,073 13.07 6,331 1.87 0.0079
2017-08-08 2017-06-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 100,019 5,188 5.47 6,215 21.91 0.0080
2017-05-10 2017-03-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 94,831 -3,010 -3.08 5,098 4.55 0.0066
2017-02-06 2016-12-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 97,841 -13,945 -12.47 4,876 12.17 0.0065
2016-11-02 2016-09-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 111,786 -8,672 -7.20 4,347 -7.96 0.0059
2016-08-05 2016-06-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 120,458 61,369 103.86 4,723 78.43 0.0065
2016-05-06 2016-03-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 59,089 -43,970 -42.66 2,647 -40.36 0.0036
2016-01-28 2015-12-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 103,059 52,649 104.44 4,438 131.39 0.0058
2015-11-10 2015-09-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 50,410 -80,835 -61.59 1,918 -55.84 0.0025
2015-07-31 2015-06-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 131,245 45,616 53.27 4,343 14.50 0.0048
2015-05-06 2015-03-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 85,629 85,629 0.00 3,793 0.0040
2015-02-05 2014-12-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 0 -82,586 -100.00 0 -100.00
2014-11-04 2014-09-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 82,586 18,888 29.65 2,788 62.95 0.0029
2014-08-05 2014-06-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 63,698 -28,216 -30.70 1,711 -21.15 0.0017
2014-05-05 2014-03-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 91,914 -9,265 -9.16 2,170 13.85 0.0022
2014-02-11 2013-12-31 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 101,179 -2,730 -2.63 1,906 25.97 0.0020
2013-10-29 2013-09-30 13F/A-1 SOUTHWEST AIRLINES COMMON STOCK 844741108 103,909 67,663 186.68 1,513 223.98 0.0017
2013-10-29 2013-09-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 1,935,779 15,951
2013-08-13 2013-06-30 13F SOUTHWEST AIRLINES COMMON STOCK 844741108 36,246 36,246 467 0.0006
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.