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 |
|---|---|---|---|---|---|
| LBMC Investment Advisors, LLC | 4,450 | $244.2K | 0.02% | −443−9.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,420 | $243.0K | 0.03% | +4,420 | New |
| Valeo Financial Advisors, LLC | 4,426 | $242.9K | 0.01% | +4,426 | New |
| Affiance Financial, LLC | 4,375 | $240.1K | 0.12% | +4,375 | New |
| Fisher Asset Management, LLC | 4,371 | $239.8K | 0.00% | +4,371 | New |
| Bessemer Group Inc | 4,357 | $238.0K | 0.00% | +1,693+63.6% | Added |
| Fund Management at Engine No. 1 LLC | 4,270 | $234.3K | 0.04% | +4,270 | New |
| Buckingham Strategic Wealth, LLC | 4,209 | $230.9K | 0.00% | −8,092−65.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,203 | $230.6K | 0.01% | +4,203 | New |
| E&G Advisors, LP | 4,200 | $230.5K | 0.08% | +4,200 | New |
| Ameritas Investment Partners, Inc. | 4,166 | $228.6K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 4,108 | $225.4K | 0.01% | +4,108 | New |
| EA Series Trust | 4,108 | $225.4K | 0.01% | +4,108 | New |
| Doliver Advisors, LP | 4,102 | $225.1K | 0.07% | +4,102 | New |
| Sheaff Brock Investment Advisors, LLC | 4,050 | $222.2K | 0.02% | +4,050 | 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 |
| D.A. Davidson & Co. | 3,999 | $219.4K | 0.00% | +3,999 | New |
| Centaurus Financial, Inc. | 3,994 | $219.0K | 0.02% | +1,228+44.4% | Added |
| 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 |
| EP Wealth Advisors, LLC | 48,297 | $218.6K | 0.00% | +48,297 | New |
| Wetherby Asset Management Inc | 3,872 | $212.5K | 0.01% | +3,872 | New |
| Oak Thistle LLC | 3,867 | $212.2K | 0.11% | +3,867 | New |
| Larson Financial Group LLC | 3,864 | $212.0K | 0.02% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 3,855 | $211.5K | 0.01% | +3,855 | New |
| Lincoln National Corp | 3,838 | $210.6K | 0.00% | +3,838 | New |
| Profund Advisors LLC | 3,815 | $209.3K | 0.01% | +3,815 | New |
| Nomura Asset Management Co Ltd | 3,796 | $208.3K | 0.00% | −360−8.7% | Reduced |
| Act Wealth Management, LLC | 3,784 | $207.6K | 0.12% | +3,784 | New |
| Gallagher Fiduciary Advisors, LLC | 3,650 | $200.3K | 0.02% | −1,700−31.8% | Reduced |
| Moneta Group Investment Advisors LLC | 3,647 | $200.1K | 0.00% | +3,647 | New |
| Signaturefd, LLC | 3,555 | $195.1K | 0.00% | −1,268−26.3% | Reduced |
| EverSource Wealth Advisors, LLC | 3,364 | $184.6K | 0.02% | −120−3.4% | Reduced |
| Parallel Advisors, LLC | 3,157 | $173.2K | 0.01% | +1,754+125.0% | Added |
| Icon Wealth Partners, LLC | 3,147 | $172.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,057 | $167.7K | 0.02% | −2−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 3,000 | $164.6K | 0.04% | +3,000 | New |
| WealthPLAN Partners, LLC | 2,532 | $138.9K | 0.02% | −66−2.5% | Reduced |
| 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 |
| Ossiam | 2,445 | $134.2K | 0.00% | +1,337+120.7% | Added |
| Proequities, Inc. | 2,365 | $129.8K | 0.01% | −530−18.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,330 | $127.8K | 0.02% | +50+2.2% | Added |
| Westpac Banking Corp | 2,244 | $123.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,215 | $121.5K | 0.00% | −13−0.6% | Reduced |
| Huntington National Bank | 2,123 | $116.5K | 0.00% | +689+48.0% | Added |
| Global Retirement Partners, LLC | 2,076 | $113.9K | 0.01% | −16−0.8% | Reduced |
| Storebrand Asset Management AS | 2,065 | $113.3K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,021 | $111.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 1,990 | $109.2K | 0.01% | +65+3.4% | Added |
| Simplex Trading, LLC | 2,000 | $109.0K | 0.00% | −163,464−98.8% | Reduced |
| Sunbelt Securities, Inc. | 1,981 | $108.7K | 0.02% | +38+2.0% | Added |
| Tanglewood Legacy Advisors, LLC | 1,856 | $101.8K | 0.06% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,746 | $95.8K | 0.02% | −1,450−45.4% | Reduced |
| PSI Advisors, LLC | 1,675 | $91.9K | 0.04% | +675+67.5% | Added |
| Twin Lakes Capital Management, LLC | 1,550 | $85.0K | 0.06% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 1,550 | $85.0K | 0.05% | −305−16.4% | Reduced |
| Ancora Advisors, LLC | 1,512 | $83.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,509 | $82.8K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,497 | $82.1K | 0.01% | −929−38.3% | Reduced |
| Covestor Ltd | 1,333 | $73.0K | 0.06% | +1,018+323.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,315 | $71.0K | 0.04% | +73+5.9% | Added |
| Founders Capital Management | 1,270 | $69.7K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,265 | $69.4K | 0.02% | −50−3.8% | Reduced |
| Sandy Spring Bank | 1,265 | $69.4K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1,184 | $65.4K | 0.04% | +10+0.9% | Added |
| Itau Unibanco Holding S.A. | 1,190 | $65.3K | 0.00% | −296−19.9% | Reduced |
| Wahed Invest LLC | 1,174 | $64.4K | 0.02% | +111+10.4% | Added |
| Capital Analysts, LLC | 1,191 | $64.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,123 | $61.6K | 0.01% | −250−18.2% | Reduced |
| Quadrant Capital Group LLC | 1,115 | $61.2K | 0.01% | −6−0.5% | Reduced |
| Addison Advisors LLC | 1,107 | $60.7K | 0.03% | +63+6.0% | Added |
| MV Capital Management, Inc. | 1,085 | $59.5K | 0.01% | −55−4.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,085 | $59.5K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,055 | $57.9K | 0.03% | +1,055 | New |
| Creative Financial Designs Inc | 1,021 | $56.0K | 0.01% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 1,000 | $54.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 963 | $52.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 909 | $50.0K | 0.00% | +48+5.6% | Added |
| Gables Capital Management Inc. | 900 | $49.4K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 898 | $49.3K | 0.00% | −9,233−91.1% | Reduced |
| Byrne Asset Management LLC | 895 | $49.0K | 0.03% | +775+645.8% | Added |
| Stephens Consulting, LLC | 886 | $48.6K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 830 | $45.5K | 0.01% | 00.0% | Unchanged |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 778 | $42.7K | 0.01% | +778 | New |
| Massmutual Trust Co FSB | 707 | $38.8K | 0.00% | +96+15.7% | Added |
| Royal London Asset Management Ltd | 700 | $38.4K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 700 | $38.4K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 682 | $37.4K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 672 | $36.9K | 0.00% | −50−6.9% | Reduced |
| Hollencrest Capital Management | 624 | $34.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 600 | $32.9K | 0.01% | +600 | New |
| Newbridge Financial Services Group, Inc. | 595 | $32.6K | 0.02% | +220+58.7% | Added |
| Rosenberg Matthew Hamilton | 594 | $32.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 566 | $31.1K | 0.01% | +35+6.6% | Added |