Harvest Portfolios Group Inc. Sells 14,674 Shares of Southwest Airlines Co.

Hedge fund lowers stake in major U.S. airline

Mar. 3, 2026 at 12:39am

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Harvest Portfolios Group Inc. lowered its holdings in Southwest Airlines Co. (NYSE:LUV) by 20.5% during the third quarter, according to the company's recent SEC filing. The firm sold 14,674 shares of the airline's stock, leaving it with 57,013 shares worth $1.819 million at the end of the quarter.

Why it matters

This transaction reflects broader trends in the airline industry, as institutional investors adjust their portfolios in response to market conditions and company performance. Southwest Airlines is a major U.S. carrier, so changes to its shareholder base can provide insights into investor sentiment around the sector.

The details

Harvest Portfolios Group Inc. sold 14,674 shares of Southwest Airlines stock during the third quarter, reducing its total stake in the company by 20.5%. The firm now holds 57,013 shares of Southwest Airlines stock, valued at $1.819 million. Several other hedge funds have also made changes to their Southwest Airlines holdings in recent quarters, with some increasing and others decreasing their positions.

  • Harvest Portfolios Group Inc. made the share sale during the third quarter of 2026.

The players

Harvest Portfolios Group Inc.

An investment management firm that oversees a portfolio of equity and fixed-income funds.

Southwest Airlines Co.

A major U.S. low-cost airline headquartered in Dallas, Texas that operates a fleet of Boeing 737 aircraft.

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The takeaway

This transaction highlights the ongoing shifts in institutional ownership of airline stocks as investors navigate the industry's recovery from the pandemic and evaluate the long-term prospects of major carriers like Southwest Airlines.