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, Q4 2023
Institutional positions in United Airlines Holdings, Inc. as of Dec 31, 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
- 629
- +13 vs. Q3 2023
- Shares held
- 227.9M
- −2.60M (−1.1%) vs. Q3 2023
- Total value
- $9.41B
- −$393.4M (−4.0%) vs. Q3 2023
- New holders
- 99
- 186 more added
- Sold out
- 86
- 223 more reduced
7 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding United Airlines Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SJS Investment Consulting Inc. | 191 | $7.88K | 0.00% | −16−7.7% | Reduced |
| Hanson & Doremus Investment Management | 183 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $8.05K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $8.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 212 | $8.75K | 0.00% | +6+2.9% | Added |
| Bell Investment Advisors, Inc | 215 | $8.87K | 0.00% | +66+44.3% | Added |
| IAG Wealth Partners, LLC | 222 | $9.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 219 | $9.26K | 0.01% | +100+84.0% | Added |
| Castleview Partners, LLC | 227 | $9.37K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 239 | $9.86K | 0.00% | +14+6.2% | Added |
| Voisard Asset Management Group, Inc. | 239 | $9.86K | 0.01% | +239 | New |
| Northwest Capital Management Inc | 240 | $9.90K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 263 | $10.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 264 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $11.6K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 284 | $11.7K | 0.00% | +142+100.0% | Added |
| Deseret Mutual Benefit Administrators | 295 | $12.2K | 0.01% | −116−28.2% | Reduced |
| Glassman Wealth Services | 299 | $12.3K | 0.00% | −122−29.0% | Reduced |
| Highlander Capital Management, LLC | 300 | $12.4K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 304 | $12.5K | 0.02% | +304 | New |
| Godsey & Gibb Associates | 315 | $13.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 346 | $14.3K | 0.00% | +280+424.2% | Added |
| Abich Financial Wealth Management LLC | 350 | $14.4K | 0.01% | +350 | New |
| Jones Financial Companies LLLP | 356 | $14.7K | 0.00% | +356 | New |
| Kozak & Associates, Inc. | 394 | $15.3K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 378 | $15.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380 | $15.7K | 0.00% | −10−2.6% | Reduced |
| Fortitude Family Office, LLC | 395 | $16.3K | 0.01% | +395 | New |
| Focused Wealth Management, Inc | 400 | $16.5K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $16.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 422 | $17.4K | 0.00% | −125−22.9% | Reduced |
| CVA Family Office, LLC | 441 | $18.2K | 0.00% | +441 | New |
| Toth Financial Advisory Corp | 451 | $18.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 455 | $18.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 455 | $18.8K | 0.01% | +1+0.2% | Added |
| Smithfield Trust Co | 450 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 500 | $20.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 500 | $20.6K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $20.6K | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 500 | $20.6K | 0.00% | +500 | New |
| Arlington Trust Co LLC | 500 | $20.6K | 0.01% | +500 | New |
| Montag A & Associates Inc | 515 | $21.2K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 530 | $21.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 558 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 560 | $23.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 577 | $24.0K | 0.00% | −45−7.2% | Reduced |
| NBC Securities, Inc. | 602 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 594 | $24.5K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $25.7K | 0.00% | −63−9.2% | Reduced |
| Hollencrest Capital Management | 624 | $25.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 654 | $27.0K | 0.00% | +274+72.1% | Added |
| Wetzel Investment Advisors, Inc. | 645 | $27.0K | 0.02% | +645 | New |
| EntryPoint Capital, LLC | 658 | $27.1K | 0.03% | +658 | New |
| Citizens National Bank Trust Department | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 718 | $29.6K | 0.00% | +718 | New |
| TD Private Client Wealth LLC | 729 | $30.1K | 0.00% | −43−5.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 820 | $33.8K | 0.01% | −10−1.2% | Reduced |
| Byrne Asset Management LLC | 845 | $35.3K | 0.03% | −100−10.6% | Reduced |
| Stephens Consulting, LLC | 886 | $36.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 900 | $37.1K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 951 | $39.2K | 0.01% | +951 | New |
| Whittier Trust Co of Nevada Inc | 963 | $39.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 968 | $39.9K | 0.00% | −155−13.8% | Reduced |
| Addison Advisors LLC | 995 | $41.1K | 0.02% | −102−9.3% | Reduced |
| Acima Private Wealth, LLC | 1,000 | $41.3K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,060 | $43.7K | 0.02% | +25+2.4% | Added |
| Cullen/Frost Bankers, Inc. | 1,100 | $45.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,121 | $46.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,129 | $46.6K | 0.00% | −27−2.3% | Reduced |
| MV Capital Management, Inc. | 1,139 | $47.0K | 0.01% | +43+3.9% | Added |
| Groupama Asset Managment | 1,150 | $47.5K | 0.00% | +1,150 | New |
| Baystate Wealth Management LLC | 1,184 | $48.9K | 0.00% | +1,164+5,820.0% | Added |
| Capital Analysts, LLC | 1,191 | $49.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,201 | $49.6K | 0.00% | +354+41.8% | Added |
| LM Advisors LLC | 1,205 | $49.7K | 0.01% | +1,205 | New |
| Quadrant Capital Group LLC | 1,241 | $51.2K | 0.00% | +130+11.7% | Added |
| PSI Advisors, LLC | 1,246 | $51.4K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,267 | $52.3K | 0.00% | +2+0.2% | Added |
| Founders Capital Management | 1,270 | $52.4K | 0.04% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,310 | $54.1K | 0.01% | +1,210+1,210.0% | Added |
| PEAK6 Investments LLC | 1,373 | $56.6K | 0.00% | +1,373 | New |
| Wahed Invest LLC | 1,399 | $57.7K | 0.02% | +128+10.1% | Added |
| Sound Income Strategies, LLC | 1,425 | $58.8K | 0.00% | +753+112.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 1,433 | $60.0K | 0.03% | −63−4.2% | Reduced |
| Ancora Advisors, LLC | 1,472 | $60.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,483 | $61.2K | 0.00% | −14,682−90.8% | Reduced |
| Bogart Wealth, LLC | 1,494 | $61.6K | 0.00% | −209−12.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,500 | $61.9K | 0.03% | −356−19.2% | Reduced |
| Huntington National Bank | 1,511 | $62.3K | 0.00% | −158−9.5% | Reduced |
| Parkside Financial Bank & Trust | 1,532 | $63.2K | 0.01% | −282−15.5% | Reduced |
| Twin Lakes Capital Management, LLC | 1,550 | $64.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,574 | $64.9K | 0.01% | −46−2.8% | Reduced |
| Elkhorn Partners Limited Partnership | 1,580 | $65.0K | 0.04% | −30−1.9% | Reduced |
| UniSuper Management Pty Ltd | 1,622 | $66.9K | 0.00% | +1,622 | New |
| Johnson Financial Group, Inc. | 1,703 | $70.3K | 0.00% | +206+13.8% | Added |
| Sentry Investment Management LLC | 1,712 | $71.0K | 0.03% | −184−9.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,746 | $72.0K | 0.02% | +1,746 | New |
| GAMMA Investing LLC | 1,742 | $72.1K | 0.02% | +1,742 | New |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $74.0K | 0.00% | +1,353+318.4% | Added |