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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2,123 | $116.5K | 0.00% | +689+48.0% | Added |
| First Horizon Advisors, Inc. | 2,215 | $121.5K | 0.00% | −13−0.6% | Reduced |
| Westpac Banking Corp | 2,244 | $123.1K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,330 | $127.8K | 0.02% | +50+2.2% | Added |
| Proequities, Inc. | 2,365 | $129.8K | 0.01% | −530−18.3% | Reduced |
| Ossiam | 2,445 | $134.2K | 0.00% | +1,337+120.7% | Added |
| Investors Research Corp | 2,500 | $137.2K | 0.03% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 2,500 | $137.2K | 0.07% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,532 | $138.9K | 0.02% | −66−2.5% | Reduced |
| Paradigm Asset Management Co LLC | 3,000 | $164.6K | 0.04% | +3,000 | New |
| Private Trust Co NA | 3,057 | $167.7K | 0.02% | −2−0.1% | Reduced |
| Icon Wealth Partners, LLC | 3,147 | $172.7K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,157 | $173.2K | 0.01% | +1,754+125.0% | Added |
| EverSource Wealth Advisors, LLC | 3,364 | $184.6K | 0.02% | −120−3.4% | Reduced |
| Signaturefd, LLC | 3,555 | $195.1K | 0.00% | −1,268−26.3% | Reduced |
| Moneta Group Investment Advisors LLC | 3,647 | $200.1K | 0.00% | +3,647 | New |
| Gallagher Fiduciary Advisors, LLC | 3,650 | $200.3K | 0.02% | −1,700−31.8% | Reduced |
| Act Wealth Management, LLC | 3,784 | $207.6K | 0.12% | +3,784 | New |
| Nomura Asset Management Co Ltd | 3,796 | $208.3K | 0.00% | −360−8.7% | Reduced |
| Profund Advisors LLC | 3,815 | $209.3K | 0.01% | +3,815 | New |
| Lincoln National Corp | 3,838 | $210.6K | 0.00% | +3,838 | New |
| CWA Asset Management Group, LLC | 3,855 | $211.5K | 0.01% | +3,855 | New |
| Larson Financial Group LLC | 3,864 | $212.0K | 0.02% | 00.0% | Unchanged |
| Oak Thistle LLC | 3,867 | $212.2K | 0.11% | +3,867 | New |
| Wetherby Asset Management Inc | 3,872 | $212.5K | 0.01% | +3,872 | New |
| EP Wealth Advisors, LLC | 48,297 | $218.6K | 0.00% | +48,297 | New |
| Liberty One Investment Management, LLC | 3,984 | $218.6K | 0.03% | −731−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,984 | $218.6K | 0.00% | −455−10.3% | Reduced |
| Centaurus Financial, Inc. | 3,994 | $219.0K | 0.02% | +1,228+44.4% | Added |
| D.A. Davidson & Co. | 3,999 | $219.4K | 0.00% | +3,999 | New |
| Armstrong Shaw Associates Inc | 4,000 | $219.5K | 0.22% | +4,000 | New |
| KLK Capital Management LLC | 4,000 | $219.5K | 0.28% | +4,000 | New |
| Sheaff Brock Investment Advisors, LLC | 4,050 | $222.2K | 0.02% | +4,050 | New |
| Doliver Advisors, LP | 4,102 | $225.1K | 0.07% | +4,102 | New |
| Empowered Funds, LLC | 4,108 | $225.4K | 0.01% | +4,108 | New |
| EA Series Trust | 4,108 | $225.4K | 0.01% | +4,108 | New |
| Ameritas Investment Partners, Inc. | 4,166 | $228.6K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,200 | $230.5K | 0.08% | +4,200 | New |
| Mill Creek Capital Advisors, LLC | 4,203 | $230.6K | 0.01% | +4,203 | New |
| Buckingham Strategic Wealth, LLC | 4,209 | $230.9K | 0.00% | −8,092−65.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,270 | $234.3K | 0.04% | +4,270 | New |
| Bessemer Group Inc | 4,357 | $238.0K | 0.00% | +1,693+63.6% | Added |
| Fisher Asset Management, LLC | 4,371 | $239.8K | 0.00% | +4,371 | New |
| Affiance Financial, LLC | 4,375 | $240.1K | 0.12% | +4,375 | New |
| Valeo Financial Advisors, LLC | 4,426 | $242.9K | 0.01% | +4,426 | New |
| Dynamic Technology Lab Private Ltd | 4,420 | $243.0K | 0.03% | +4,420 | New |
| LBMC Investment Advisors, LLC | 4,450 | $244.2K | 0.02% | −443−9.1% | Reduced |
| Geneos Wealth Management Inc. | 4,473 | $245.4K | 0.01% | +816+22.3% | Added |
| Edgewood Management LLC | 4,500 | $246.9K | 0.00% | +4,500 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,509 | $247.4K | 0.07% | +4,509 | New |
| Alpha Cubed Investments, LLC | 4,510 | $247.5K | 0.02% | +4,510 | New |
| Sigma Planning Corp | 4,519 | $248.0K | 0.01% | −977−17.8% | Reduced |
| Clarius Group, LLC | 4,610 | $253.0K | 0.02% | −71−1.5% | Reduced |
| Capital Wealth Alliance, LLC | 4,679 | $256.7K | 0.19% | −188−3.9% | Reduced |
| Zacks Investment Management | 4,707 | $258.3K | 0.00% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 4,770 | $261.7K | 0.15% | −550−10.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,794 | $263.0K | 0.05% | +45+0.9% | Added |
| Independent Advisor Alliance | 4,798 | $263.3K | 0.01% | +150+3.2% | Added |
| Harbour Investments, Inc. | 4,804 | $263.6K | 0.01% | −160−3.2% | Reduced |
| C M Bidwell & Associates Ltd | 4,825 | $264.7K | 0.19% | −40−0.8% | Reduced |
| United Capital Financial Advisers, LLC | 4,841 | $265.6K | 0.00% | −2,445−33.6% | Reduced |
| Heartland Bank & Trust Co | 4,923 | $270.1K | 0.21% | −911−15.6% | Reduced |
| Horizon Investments, LLC | 4,927 | $270.3K | 0.01% | −1,705−25.7% | Reduced |
| Chapin Davis, Inc. | 4,950 | $271.6K | 0.13% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,953 | $271.8K | 0.01% | +4,953 | New |
| Solitude Financial Services | 4,971 | $272.8K | 0.15% | +4,971 | New |
| Ieq Capital, LLC | 4,974 | $272.9K | 0.01% | −597−10.7% | Reduced |
| Merit Financial Group, LLC | 4,982 | $273.4K | 0.01% | +4,982 | New |
| HCR Wealth Advisors | 5,000 | $274.4K | 0.05% | 00.0% | Unchanged |
| SP Asset Management LLC | 5,000 | $274.4K | 0.03% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,015 | $275.2K | 0.03% | +5,015 | New |
| Coldstream Capital Management Inc | 5,026 | $275.8K | 0.01% | +58+1.2% | Added |
| Systematic Alpha Investments, LLC | 5,047 | $276.9K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 5,087 | $279.0K | 0.01% | +5,087 | New |
| Metis Global Partners, LLC | 5,111 | $280.4K | 0.02% | +269+5.6% | Added |
| Foster Group, Inc. | 5,133 | $281.6K | 0.02% | −105−2.0% | Reduced |
| Algert Global LLC | 5,192 | $284.9K | 0.01% | +272+5.5% | Added |
| Caxton Associates LP | 5,246 | $287.8K | 0.04% | −5,495−51.2% | Reduced |
| Siemens Fonds Invest GmbH | 5,273 | $287.9K | 0.03% | +96+1.9% | Added |
| Point72 Asset Management, L.P. | 5,279 | $289.7K | 0.00% | −1,251,103−99.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,102 | $291.2K | 0.00% | −2,071−28.9% | Reduced |
| Watershed Asset Management, L.L.C. | 5,455 | $299.3K | 0.37% | +5,455 | New |
| Veriti Management LLC | 5,483 | $300.9K | 0.03% | −150−2.7% | Reduced |
| First Dallas Securities Inc. | 5,530 | $303.0K | 0.17% | +5,530 | New |
| IFP Advisors, Inc | 4,409 | $305.3K | 0.02% | −1,683−27.6% | Reduced |
| Independent Financial Group, LLC | 5,575 | $305.9K | 0.02% | +5,575 | New |
| Wedmont Private Capital | 5,816 | $310.2K | 0.03% | +5,816 | New |
| Fayez Sarofim & Co | 5,737 | $314.8K | 0.00% | +700+13.9% | Added |
| Allworth Financial LP | 5,779 | $317.1K | 0.00% | −305−5.0% | Reduced |
| Greenleaf Trust | 5,832 | $320.0K | 0.00% | +5,832 | New |
| Hourglass Capital, LLC | 5,950 | $326.5K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 6,016 | $330.1K | 0.01% | −621−9.4% | Reduced |
| National Asset Management, Inc. | 6,056 | $332.3K | 0.01% | +1,089+21.9% | Added |
| Smith Anglin Financial, LLC | 6,204 | $340.4K | 0.04% | 00.0% | Unchanged |
| Leuthold Group, LLC | 6,374 | $349.7K | 0.05% | +6,374 | New |
| Balentine LLC | 6,382 | $350.2K | 0.01% | −4,517−41.4% | Reduced |
| Savant Capital, LLC | 6,388 | $350.5K | 0.01% | +6,388 | New |
| Pathstone Family Office, LLC | 5,431 | $351.6K | 0.00% | +1,046+23.9% | Added |
| Compagnie Lombard Odier SCmA | 6,454 | $354.1K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,511 | $357.3K | 0.02% | 00.0% | Unchanged |