United Airlines Holdings, Inc.
UAL- Exchange
- Nasdaq
- Industry
- Air Transportation, Scheduled
- SEC CIK
- 0000100517
In the last 90 days, United Airlines Holdings, Inc. insiders filed 0 open-market purchases and 7 sales; 1,072 institutions reported holding it in 13F filings for Q2 2026, worth $39.5B in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in United Airlines Holdings, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 647
- +46 vs. Q1 2023
- Shares held
- 231.9M
- +7.75M (+3.5%) vs. Q1 2023
- Total value
- $12.7B
- +$2.83B (+28.6%) vs. Q1 2023
- New holders
- 108
- 191 more added
- Sold out
- 62
- 204 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,072 | $39.5B |
| Q1 2026 | 978 | $26.2B |
| Q4 2025 | 1,020 | $32.4B |
| Q3 2025 | 914 | $28.0B |
| Q2 2025 | 866 | $22.4B |
| Q1 2025 | 847 | $19.8B |
| Q4 2024 | 858 | $27.9B |
| Q3 2024 | 653 | $15.4B |
| Q2 2024 | 670 | $12.6B |
| Q1 2024 | 636 | $11.8B |
| Q4 2023 | 629 | $9.41B |
| Q3 2023 | 623 | $9.81B |
| Q2 2023 | 647 | $12.7B |
| Q1 2023 | 604 | $9.89B |
| Q4 2022 | 576 | $7.94B |
| Q3 2022 | 508 | $6.42B |
| Q2 2022 | 508 | $7.39B |
| Q1 2022 | 539 | $9.40B |
| Q4 2021 | 542 | $8.23B |
| Q3 2021 | 549 | $9.01B |
| Q2 2021 | 563 | $10.2B |
| Q1 2021 | 577 | $11.6B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding United Airlines Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quent Capital, LLC | 206 | $11.3K | 0.00% | +15+7.9% | Added |
| IAG Wealth Partners, LLC | 222 | $12.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 226 | $12.4K | 0.00% | −2−0.9% | Reduced |
| WFA Asset Management Corp | 230 | $12.6K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 239 | $13.0K | 0.01% | +239 | New |
| Northwest Capital Management Inc | 240 | $13.2K | 0.01% | +240 | New |
| Compass Wealth Management LLC | 250 | $13.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 252 | $13.8K | 0.00% | +252 | New |
| Stone House Investment Management, LLC | 263 | $14.4K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $15.5K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 289 | $15.9K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $16.0K | 0.01% | −153−33.8% | Reduced |
| Prostatis Group LLC | 16,461 | $16.5K | 0.01% | +16,461 | New |
| Godsey & Gibb Associates | 315 | $17.3K | 0.00% | +315 | New |
| Gradient Investments LLC | 349 | $19.1K | 0.00% | +150+75.4% | Added |
| Impact Partnership Wealth, LLC | 351 | $19.3K | 0.01% | +351 | New |
| Venturi Wealth Management, LLC | 388 | $21.3K | 0.00% | +8+2.1% | Added |
| North Star Investment Management Corp. | 390 | $21.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 394 | $21.7K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $21.9K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $21.9K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $21.9K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 402 | $22.1K | 0.02% | +402 | New |
| Deseret Mutual Benefit Administrators | 411 | $22.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 412 | $22.6K | 0.00% | −2,013−83.0% | Reduced |
| NVWM, LLC | 421 | $23.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 421 | $23.1K | 0.00% | +27+6.9% | Added |
| Clear Street Markets LLC | 429 | $24.0K | 0.01% | −213−33.2% | Reduced |
| Smithfield Trust Co | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 455 | $25.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 570 | $25.0K | 0.01% | −8,091−93.4% | Reduced |
| Beacon Capital Management, LLC | 473 | $26.0K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 492 | $27.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $27.4K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 500 | $27.4K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $27.4K | 0.01% | +500 | New |
| Solstein Capital, LLC | 500 | $27.4K | 0.02% | +500 | New |
| Nemes Rush Group LLC | 500 | $27.4K | 0.00% | +500 | New |
| Montag A & Associates Inc | 515 | $28.3K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 530 | $29.1K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 542 | $29.7K | 0.02% | −111−17.0% | Reduced |
| Umb Bank N A | 547 | $30.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 551 | $30.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 564 | $30.9K | 0.01% | −23−3.9% | Reduced |
| CVA Family Office, LLC | 566 | $31.1K | 0.01% | +35+6.6% | Added |
| Rosenberg Matthew Hamilton | 594 | $32.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 595 | $32.6K | 0.02% | +220+58.7% | Added |
| Global Trust Asset Management, LLC | 600 | $32.9K | 0.01% | +600 | New |
| Hollencrest Capital Management | 624 | $34.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 672 | $36.9K | 0.00% | −50−6.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 682 | $37.4K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 700 | $38.4K | 0.01% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 700 | $38.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 707 | $38.8K | 0.00% | +96+15.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 778 | $42.7K | 0.01% | +778 | New |
| TD Private Client Wealth LLC | 800 | $43.9K | 0.00% | −14−1.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 800 | $43.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 830 | $45.5K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 886 | $48.6K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 895 | $49.0K | 0.03% | +775+645.8% | Added |
| Capstone Investment Advisors, LLC | 898 | $49.3K | 0.00% | −9,233−91.1% | Reduced |
| Gables Capital Management Inc. | 900 | $49.4K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 909 | $50.0K | 0.00% | +48+5.6% | Added |
| Whittier Trust Co of Nevada Inc | 963 | $52.8K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,000 | $54.9K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,021 | $56.0K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,055 | $57.9K | 0.03% | +1,055 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,085 | $59.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,085 | $59.5K | 0.01% | −55−4.8% | Reduced |
| Addison Advisors LLC | 1,107 | $60.7K | 0.03% | +63+6.0% | Added |
| Quadrant Capital Group LLC | 1,115 | $61.2K | 0.01% | −6−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,123 | $61.6K | 0.01% | −250−18.2% | Reduced |
| Capital Analysts, LLC | 1,191 | $64.0K | 0.00% | 00.0% | Unchanged |
| Wahed Invest LLC | 1,174 | $64.4K | 0.02% | +111+10.4% | Added |
| Itau Unibanco Holding S.A. | 1,190 | $65.3K | 0.00% | −296−19.9% | Reduced |
| 25 LLC | 1,184 | $65.4K | 0.04% | +10+0.9% | Added |
| Sandy Spring Bank | 1,265 | $69.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,265 | $69.4K | 0.02% | −50−3.8% | Reduced |
| Founders Capital Management | 1,270 | $69.7K | 0.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,315 | $71.0K | 0.04% | +73+5.9% | Added |
| Covestor Ltd | 1,333 | $73.0K | 0.06% | +1,018+323.2% | Added |
| Johnson Financial Group, Inc. | 1,497 | $82.1K | 0.01% | −929−38.3% | Reduced |
| Bogart Wealth, LLC | 1,509 | $82.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,512 | $83.0K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 1,550 | $85.0K | 0.05% | −305−16.4% | Reduced |
| Twin Lakes Capital Management, LLC | 1,550 | $85.0K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,675 | $91.9K | 0.04% | +675+67.5% | Added |
| ICA Group Wealth Management, LLC | 1,746 | $95.8K | 0.02% | −1,450−45.4% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,856 | $101.8K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,981 | $108.7K | 0.02% | +38+2.0% | Added |
| Simplex Trading, LLC | 2,000 | $109.0K | 0.00% | −163,464−98.8% | Reduced |
| Clearstead Advisors, LLC | 1,990 | $109.2K | 0.01% | +65+3.4% | Added |
| Delta Asset Management LLC | 2,000 | $109.7K | 0.01% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,000 | $109.7K | 0.11% | +2,000 | New |
| Sentry Investment Management LLC | 2,021 | $111.0K | 0.04% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,065 | $113.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,076 | $113.9K | 0.01% | −16−0.8% | Reduced |