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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 564 | $30.9K | 0.01% | −23−3.9% | Reduced |
| Central Trust Co | 558 | $30.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 551 | $30.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 547 | $30.0K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 542 | $29.7K | 0.02% | −111−17.0% | Reduced |
| Blume Capital Management, Inc. | 530 | $29.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 515 | $28.3K | 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 |
| Benjamin F. Edwards & Company, Inc. | 500 | $27.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 492 | $27.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 473 | $26.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 570 | $25.0K | 0.01% | −8,091−93.4% | Reduced |
| HHM Wealth Advisors, LLC | 455 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 429 | $24.0K | 0.01% | −213−33.2% | Reduced |
| Smithfield Trust Co | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 421 | $23.1K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 421 | $23.1K | 0.00% | +27+6.9% | Added |
| Credit Agricole S A | 412 | $22.6K | 0.00% | −2,013−83.0% | Reduced |
| Deseret Mutual Benefit Administrators | 411 | $22.6K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 402 | $22.1K | 0.02% | +402 | New |
| 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 |
| Kozak & Associates, Inc. | 394 | $21.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 390 | $21.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 388 | $21.3K | 0.00% | +8+2.1% | Added |
| Impact Partnership Wealth, LLC | 351 | $19.3K | 0.01% | +351 | New |
| Gradient Investments LLC | 349 | $19.1K | 0.00% | +150+75.4% | Added |
| Godsey & Gibb Associates | 315 | $17.3K | 0.00% | +315 | New |
| Prostatis Group LLC | 16,461 | $16.5K | 0.01% | +16,461 | New |
| Highlander Capital Management, LLC | 300 | $16.0K | 0.01% | −153−33.8% | Reduced |
| Castleview Partners, LLC | 289 | $15.9K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $15.5K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 263 | $14.4K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 252 | $13.8K | 0.00% | +252 | New |
| Compass Wealth Management LLC | 250 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 240 | $13.2K | 0.01% | +240 | New |
| Safeguard Financial, LLC | 239 | $13.0K | 0.01% | +239 | New |
| WFA Asset Management Corp | 230 | $12.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 226 | $12.4K | 0.00% | −2−0.9% | Reduced |
| SOA Wealth Advisors, LLC. | 225 | $12.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $12.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 206 | $11.3K | 0.00% | +15+7.9% | Added |
| Sutton Wealth Advisors Inc. | 201 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $11.0K | 0.00% | −200−50.0% | Reduced |
| Steward Financial Group LLC | 209 | $11.0K | 0.00% | +209 | New |
| Bartlett & Co. Wealth Management LLC | 200 | $11.0K | 0.00% | −200−50.0% | Reduced |
| Hartford Financial Management Inc. | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 200 | $11.0K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 195 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 189 | $10.4K | 0.00% | +189 | New |
| Silicon Valley Capital Partners | 185 | $10.2K | 0.00% | +185 | New |
| Hanson & Doremus Investment Management | 183 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 180 | $9.88K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $9.48K | 0.00% | −2−1.0% | Reduced |
| Cornerstone Planning Group LLC | 170 | $9.33K | 0.00% | +170 | New |
| AdvisorNet Financial, Inc | 167 | $9.16K | 0.00% | −131−44.0% | Reduced |
| Worth Asset Management, LLC | 150 | $8.23K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 150 | $8.23K | 0.01% | +150 | New |
| Harbor Investment Advisory, LLC | 144 | $7.90K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 143 | $7.85K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $7.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $7.00K | 0.00% | +126 | New |
| Key Financial Inc | 125 | $6.86K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $6.58K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 120 | $6.58K | 0.00% | +120 | New |
| ZRC Wealth Management, LLC | 119 | $6.53K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 115 | $6.31K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 113 | $6.20K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 110 | $6.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $6.04K | 0.00% | +45+69.2% | Added |
| Hantz Financial Services, Inc. | 112 | $6.00K | 0.00% | +2+1.8% | Added |
| CKW Financial Group | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $5.76K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 105 | $5.76K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $5.49K | 0.00% | −12−10.7% | Reduced |
| SRS Capital Advisors, Inc. | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $5.49K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $5.49K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 99 | $5.43K | 0.00% | −10−9.2% | Reduced |
| Westside Investment Management, Inc. | 95 | $5.21K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 93 | $5.10K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 87 | $5.00K | 0.00% | +9+11.5% | Added |
| JNBA Financial Advisors | 90 | $4.94K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $4.55K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 82 | $4.50K | 0.00% | −150−64.7% | Reduced |
| Aspire Private Capital, LLC | 79 | $4.33K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75 | $4.12K | 0.00% | −26−25.7% | Reduced |
| Loomis Sayles & Co L P | 77 | $4.00K | 0.00% | +77 | New |
| Cape Investment Advisory, Inc. | 66 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 64 | $3.51K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $3.13K | 0.00% | 00.0% | Unchanged |