This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LUV/capital-change-brief"
Use Arkolith's capital_change_brief for LUV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRIMECAP MANAGEMENT CO/CA/ | $1.8B | 47.1M | ▼−0.7% Reduced · −323K sh | Q1 2026 | |
| 2 | FRANKLIN RESOURCES INC | $1.7B | 44.4M | ▲+10% Added · +4.2M sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 31.6M | ▲New +31.6M sh | Q1 2026 | |
| 4 | Elliott Investment Management L.P. | $1.1B | 30.3M | ▼−41% Reduced · −20.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $1.1B | 29.5M | ▼−5.5% Reduced · −1.7M sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $1.1B | 28.6M | ▼−2.3% Reduced · −678K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $869.0M | 23.1M | ▲New +23.1M sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $522.0M | 13.9M | ▼−19% Reduced · −3.3M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $486.7M | 13.0M | ▲+0.7% Added · +84K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $375.1M | 10.0M | ▲+2.5% Added · +240K sh | Q1 2026 | |
| 11 | FMR LLC | $366.8M | 9.8M | ▲+161% Added · +6.0M sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $235.7M | 6.3M | ▼−9.6% Reduced · −663K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $216.5M | 5.8M | ▲+2.1% Added · +118K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $215.3M | 5.7M | ▼−8.0% Reduced · −497K sh | Q1 2026 | |
| 15 | Qube Research & Technologies Ltd | $193.9M | 5.2M | ▲Added Added · +5.2M sh | Q1 2026 | |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $182.5M | 4.9M | ▼−38% Reduced · −2.9M sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $159.7M | 4.4M | ▼−27% Reduced · −1.6M sh | Q1 2026 | |
| 18 | NORGES BANK | $172.0M | 4.2M | ▲+224% Added · +2.9M sh | Q4 2025 | |
| 19 | Bank of New York Mellon Corp | $147.4M | 3.9M | ▲+4.7% Added · +177K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $143.4M | 3.8M | ▼−2.7% Reduced · −105K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $132.2M | 3.5M | ▼−79% Reduced · −13.1M sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $128.0M | 3.4M | ▼−2.5% Reduced · −88K sh | Q1 2026 | |
| 23 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $110.3M | 2.9M | ▲17× Added · +2.8M sh | Q1 2026 | |
| 24 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $109.7M | 2.9M | ▼−16% Reduced · −550K sh | Q1 2026 | |
| 25 | Crake Asset Management LLP | $109.7M | 2.9M | ▲+115% Added · +1.6M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 7, 2026 | FORNARO ROBERT L | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Breber Pierre R | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Atherton Lisa M | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | BROOKS DOUGLAS H | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Grissen David | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Feinberg Sarah | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Hess David P | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Watson Patricia A | Director | Grant (A) | 4K | $0 |
| May 7, 2026 | Reynolds Christopher P. | Director | Grant (A) | 4K | $0 |
| Apr 7, 2026 | Atherton Lisa M | Director | Sell (S) | 118 | $4K |
| Mar 21, 2026 | Doxey Tom | EVP, Chief Financial Officer | Tax withholding (F) | 11K | $451K |
| Mar 21, 2026 | Roach Anthony | EVP Customer & Brand | Tax withholding (F) | 2K | $86K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 251 funds | $246.7B |
| META PLATFORMS INC-CLASS AMETA | 249 funds | $98.6B |
| AMAZON.COM INCAMZN | 248 funds | $183.7B |
| NVIDIA CORPNVDA | 247 funds | $347.3B |
| APPLE INCAAPL | 246 funds | $266.2B |
| ALPHABET INC-CL AGOOGL | 246 funds | $154.0B |
| ELI LILLY & COLLY | 246 funds | $74.9B |
| BROADCOM INCAVGO | 244 funds | $135.5B |
| JPMORGAN CHASE & COJPM | 244 funds | $63.7B |
| VISA INC-CLASS A SHARESV | 243 funds | $50.0B |
| BANK OF AMERICA CORPBAC | 243 funds | $29.4B |
| COSTCO WHOLESALE CORPCOST | 241 funds | $39.2B |
Ranked by how many of LUV's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for LUV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.