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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 11,972 | $656.9K | 0.09% | −99−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,881 | $651.9K | 0.00% | −4,340−26.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,773 | $646.0K | 0.05% | +140+1.2% | Added |
| US Bancorp | 11,406 | $625.8K | 0.00% | −37,766−76.8% | Reduced |
| Commerce Bank | 11,380 | $624.4K | 0.00% | +5,105+81.4% | Added |
| XML Financial, LLC | 11,044 | $606.0K | 0.07% | −43−0.4% | Reduced |
| Captrust Financial Advisors | 11,031 | $605.3K | 0.00% | −310−2.7% | Reduced |
| Wolverine Asset Management LLC | 10,769 | $590.9K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,706 | $587.4K | 0.02% | +1,625+17.9% | Added |
| Sawtooth Solutions, LLC | 10,667 | $585.3K | 0.02% | −4,966−31.8% | Reduced |
| Strategic Advisors LLC | 10,500 | $576.1K | 0.11% | −4,000−27.6% | Reduced |
| Avantax Advisory Services, Inc. | 10,356 | $568.2K | 0.01% | −20−0.2% | Reduced |
| ISAM Funds (UK) Ltd | 10,352 | $568.0K | 0.51% | +10,352 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,346 | $567.7K | 0.01% | +70+0.7% | Added |
| Cim Investment Mangement Inc | 10,216 | $560.6K | 0.19% | +25+0.2% | Added |
| Winton Group Ltd | 10,045 | $551.2K | 0.05% | −28,120−73.7% | Reduced |
| Black Swift Group, LLC | 10,000 | $548.7K | 0.19% | +10,000 | New |
| Sweet Financial Partners, LLC | 9,908 | $543.7K | 0.14% | +352+3.7% | Added |
| Meeder Advisory Services, Inc. | 9,849 | $540.4K | 0.06% | −708−6.7% | Reduced |
| Moors & Cabot, Inc. | 9,800 | $537.7K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 9,761 | $535.6K | 0.05% | −226−2.3% | Reduced |
| Empirical Finance, LLC | 9,568 | $525.0K | 0.04% | +1,101+13.0% | Added |
| Advisory Research Inc | 9,415 | $516.6K | 0.07% | +2,099+28.7% | Added |
| Fox Run Management, L.L.C. | 9,394 | $515.4K | 0.14% | −199−2.1% | Reduced |
| Lido Advisors, LLC | 9,279 | $509.1K | 0.01% | −1,169−11.2% | Reduced |
| Weinberger Asset Management, Inc | 9,258 | $508.0K | 0.28% | +8+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 9,028 | $495.4K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,326 | $456.8K | 0.01% | +8,326 | New |
| Wright Investors Service Inc | 8,191 | $449.4K | 0.13% | −533−6.1% | Reduced |
| Cetera Advisors LLC | 8,037 | $441.0K | 0.01% | −2,046−20.3% | Reduced |
| Fifth Third Bancorp | 7,954 | $436.4K | 0.00% | +1,426+21.8% | Added |
| Peapack Gladstone Financial Corp | 7,905 | $434.0K | 0.01% | −522−6.2% | Reduced |
| Nebula Research & Development LLC | 7,864 | $431.5K | 0.33% | +7,864 | New |
| Harbor Capital Advisors, Inc. | 7,733 | $424.3K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,607 | $417.0K | 0.00% | −31,546−80.6% | Reduced |
| Banco Santander, S.A. | 7,548 | $414.2K | 0.01% | +7,548 | New |
| Lindbrook Capital, LLC | 7,547 | $414.1K | 0.04% | +42+0.6% | Added |
| Moody National Bank Trust Division | 7,419 | $407.1K | 0.03% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 7,362 | $404.0K | 0.16% | +7,362 | New |
| Echo Street Capital Management LLC | 7,329 | $402.1K | 0.00% | +2,111+40.5% | Added |
| Pinnacle Associates Ltd | 7,191 | $394.6K | 0.01% | +1,395+24.1% | Added |
| Glenmede Trust Co NA | 8,795 | $389.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 6,953 | $381.5K | 0.01% | −6,092−46.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 6,922 | $379.8K | 0.18% | −665−8.8% | Reduced |
| CWM, LLC | 6,870 | $377.0K | 0.00% | +531+8.4% | Added |
| AlphaCentric Advisors LLC | 6,645 | $364.6K | 0.20% | +4,402+196.3% | Added |
| Oarsman Capital, Inc. | 6,612 | $362.8K | 0.16% | +6,612 | New |
| Avidian Wealth Solutions, LLC | 6,511 | $357.3K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,454 | $354.1K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 5,431 | $351.6K | 0.00% | +1,046+23.9% | Added |
| Savant Capital, LLC | 6,388 | $350.5K | 0.01% | +6,388 | New |
| Balentine LLC | 6,382 | $350.2K | 0.01% | −4,517−41.4% | Reduced |
| Leuthold Group, LLC | 6,374 | $349.7K | 0.05% | +6,374 | New |
| Smith Anglin Financial, LLC | 6,204 | $340.4K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,056 | $332.3K | 0.01% | +1,089+21.9% | Added |
| Spire Wealth Management | 6,016 | $330.1K | 0.01% | −621−9.4% | Reduced |
| Hourglass Capital, LLC | 5,950 | $326.5K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 5,832 | $320.0K | 0.00% | +5,832 | New |
| Allworth Financial LP | 5,779 | $317.1K | 0.00% | −305−5.0% | Reduced |
| Fayez Sarofim & Co | 5,737 | $314.8K | 0.00% | +700+13.9% | Added |
| Wedmont Private Capital | 5,816 | $310.2K | 0.03% | +5,816 | New |
| Independent Financial Group, LLC | 5,575 | $305.9K | 0.02% | +5,575 | New |
| IFP Advisors, Inc | 4,409 | $305.3K | 0.02% | −1,683−27.6% | Reduced |
| First Dallas Securities Inc. | 5,530 | $303.0K | 0.17% | +5,530 | New |
| Veriti Management LLC | 5,483 | $300.9K | 0.03% | −150−2.7% | Reduced |
| Watershed Asset Management, L.L.C. | 5,455 | $299.3K | 0.37% | +5,455 | New |
| TD Waterhouse Canada Inc. | 5,102 | $291.2K | 0.00% | −2,071−28.9% | Reduced |
| Point72 Asset Management, L.P. | 5,279 | $289.7K | 0.00% | −1,251,103−99.6% | Reduced |
| Siemens Fonds Invest GmbH | 5,273 | $287.9K | 0.03% | +96+1.9% | Added |
| Caxton Associates LP | 5,246 | $287.8K | 0.04% | −5,495−51.2% | Reduced |
| Algert Global LLC | 5,192 | $284.9K | 0.01% | +272+5.5% | Added |
| Foster Group, Inc. | 5,133 | $281.6K | 0.02% | −105−2.0% | Reduced |
| Metis Global Partners, LLC | 5,111 | $280.4K | 0.02% | +269+5.6% | Added |
| Davis R M Inc | 5,087 | $279.0K | 0.01% | +5,087 | New |
| Systematic Alpha Investments, LLC | 5,047 | $276.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,026 | $275.8K | 0.01% | +58+1.2% | Added |
| Occudo Quantitative Strategies LP | 5,015 | $275.2K | 0.03% | +5,015 | 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 |
| Merit Financial Group, LLC | 4,982 | $273.4K | 0.01% | +4,982 | New |
| Ieq Capital, LLC | 4,974 | $272.9K | 0.01% | −597−10.7% | Reduced |
| Solitude Financial Services | 4,971 | $272.8K | 0.15% | +4,971 | New |
| Dynamic Advisor Solutions LLC | 4,953 | $271.8K | 0.01% | +4,953 | New |
| Chapin Davis, Inc. | 4,950 | $271.6K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,927 | $270.3K | 0.01% | −1,705−25.7% | Reduced |
| Heartland Bank & Trust Co | 4,923 | $270.1K | 0.21% | −911−15.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,841 | $265.6K | 0.00% | −2,445−33.6% | Reduced |
| C M Bidwell & Associates Ltd | 4,825 | $264.7K | 0.19% | −40−0.8% | Reduced |
| Harbour Investments, Inc. | 4,804 | $263.6K | 0.01% | −160−3.2% | Reduced |
| Independent Advisor Alliance | 4,798 | $263.3K | 0.01% | +150+3.2% | Added |
| Personal Cfo Solutions, LLC | 4,794 | $263.0K | 0.05% | +45+0.9% | Added |
| Affinity Investment Advisors, LLC | 4,770 | $261.7K | 0.15% | −550−10.3% | Reduced |
| Zacks Investment Management | 4,707 | $258.3K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 4,679 | $256.7K | 0.19% | −188−3.9% | Reduced |
| Clarius Group, LLC | 4,610 | $253.0K | 0.02% | −71−1.5% | Reduced |
| Sigma Planning Corp | 4,519 | $248.0K | 0.01% | −977−17.8% | Reduced |
| Alpha Cubed Investments, LLC | 4,510 | $247.5K | 0.02% | +4,510 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,509 | $247.4K | 0.07% | +4,509 | New |
| Edgewood Management LLC | 4,500 | $246.9K | 0.00% | +4,500 | New |
| Geneos Wealth Management Inc. | 4,473 | $245.4K | 0.01% | +816+22.3% | Added |