MIZUHO MARKETS AMERICAS LLC has opened a new $55.3M position in $LUV, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $LUV.
$LUV Hedge Fund Activity
We have seen 336 institutional investors add shares of $LUV stock to their portfolio, and 399 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS GROUP AG removed 20,816,964 shares (-73.6%) from their portfolio in Q4 2025, for an estimated $860,365,122
- CAPITAL WORLD INVESTORS removed 8,468,269 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $270,222,463
- NOMURA HOLDINGS INC removed 7,698,971 shares (-66.6%) from their portfolio in Q3 2025, for an estimated $245,674,164
- GOLDMAN SACHS GROUP INC added 5,490,321 shares (+161.2%) to their portfolio in Q3 2025, for an estimated $175,196,143
- INTERVAL PARTNERS, LP added 4,017,235 shares (+inf%) to their portfolio in Q3 2025, for an estimated $128,189,968
- AMERIPRISE FINANCIAL INC added 3,753,183 shares (+43.7%) to their portfolio in Q3 2025, for an estimated $119,764,069
- SG AMERICAS SECURITIES, LLC added 3,606,255 shares (+2468.4%) to their portfolio in Q4 2025, for an estimated $149,046,519
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$LUV Insider Trading Activity
$LUV insiders have traded $LUV stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LUV stock by insiders over the last 6 months:
- JUSTIN JONES (EVP Operations) sold 8,085 shares for an estimated $302,055
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$LUV Government Contracts
We have seen $198,619 of award payments to $LUV over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- IGF:OT:IGF DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $82,700
- DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $79,500
- DOMESTIC CHARTER - AIR TRANSPORTATION SERVICES: $33,419
- CIVIL RESERVE AIR FLEET - AIR TRANSPORTATION SERVICES: $3,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$LUV Congressional Stock Trading
Members of Congress have traded $LUV stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $LUV stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 09/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$LUV Analyst Ratings
Wall Street analysts have issued reports on $LUV in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 01/30/2026
- B of A Securities issued a "Underperform" rating on 01/30/2026
- BMO Capital issued a "Outperform" rating on 01/30/2026
- JP Morgan issued a "Overweight" rating on 01/09/2026
To track analyst ratings and price targets for $LUV, check out Quiver Quantitative's $LUV forecast page.
$LUV Price Targets
Multiple analysts have issued price targets for $LUV recently. We have seen 15 analysts offer price targets for $LUV in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Christopher Stathoulopoulos from Susquehanna set a target price of $55.0 on 02/03/2026
- Atul Maheswari from UBS set a target price of $51.0 on 02/02/2026
- Sheila Kahyaoglu from Jefferies set a target price of $48.0 on 02/02/2026
- Ravi Shanker from Morgan Stanley set a target price of $55.0 on 01/30/2026
- Christian Wetherbee from Wells Fargo set a target price of $50.0 on 01/30/2026
- Michael Goldie from BMO Capital set a target price of $57.5 on 01/30/2026
- Tom Fitzgerald from TD Cowen set a target price of $50.0 on 01/30/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $LUV ticker page for more data.
