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 |
|---|---|---|---|---|---|
| West Tower Group, LLC | 1,794 | $74.0K | 0.15% | −912−33.7% | Reduced |
| Clearstead Advisors, LLC | 1,937 | $79.9K | 0.00% | −53−2.7% | Reduced |
| Delta Asset Management LLC | 2,000 | $82.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,848 | $83.1K | 0.00% | −18−1.0% | Reduced |
| Storebrand Asset Management AS | 2,065 | $85.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,100 | $86.6K | 0.01% | −957−31.3% | Reduced |
| Investors Research Corp | 2,500 | $103.2K | 0.02% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 2,500 | $103.2K | 0.13% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 2,651 | $109.4K | 0.01% | +2,651 | New |
| Global Retirement Partners, LLC | 2,811 | $109.4K | 0.00% | +1,123+66.5% | Added |
| Sunbelt Securities, Inc. | 2,760 | $113.9K | 0.01% | +779+39.3% | Added |
| Centaurus Financial, Inc. | 2,754 | $114.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,769 | $114.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,873 | $119.0K | 0.08% | +1,650+134.9% | Added |
| Paradigm Asset Management Co LLC | 3,000 | $123.8K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,162 | $130.5K | 0.00% | −224−6.6% | Reduced |
| Asset Management One Co.,Ltd. | 3,181 | $133.5K | 0.00% | −42,337−93.0% | Reduced |
| Parallel Advisors, LLC | 3,280 | $135.3K | 0.00% | +150+4.8% | Added |
| Bessemer Group Inc | 3,712 | $153.0K | 0.00% | +188+5.3% | Added |
| V-Square Quantitative Management LLC | 3,766 | $155.4K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,777 | $155.8K | 0.00% | −204−5.1% | Reduced |
| Liberty One Investment Management, LLC | 3,787 | $156.3K | 0.02% | +120+3.3% | Added |
| Ameritas Investment Partners, Inc. | 3,790 | $156.4K | 0.01% | −376−9.0% | Reduced |
| Geneos Wealth Management Inc. | 3,857 | $159.1K | 0.01% | −616−13.8% | Reduced |
| Signaturefd, LLC | 3,883 | $160.2K | 0.00% | −64−1.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,976 | $167.0K | 0.00% | +3,623+1,026.3% | Added |
| IFP Advisors, Inc | 4,096 | $169.0K | 0.01% | −161−3.8% | Reduced |
| Spire Wealth Management | 4,573 | $177.5K | 0.01% | −392−7.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,398 | $181.5K | 0.02% | +662+17.7% | Added |
| iA Global Asset Management Inc. | 4,565 | $188.0K | 0.00% | −9,699−68.0% | Reduced |
| Harbour Investments, Inc. | 4,723 | $194.9K | 0.01% | −9−0.2% | Reduced |
| Ci Investments Inc. | 4,846 | $200.0K | 0.00% | +571+13.4% | Added |
| JB Capital LLC | 4,868 | $200.9K | 0.01% | +4,868 | New |
| Horizon Investments, LLC | 4,949 | $204.2K | 0.01% | +41+0.8% | Added |
| Scotia Capital Inc. | 4,999 | $206.3K | 0.00% | +4,999 | New |
| HCR Wealth Advisors | 5,000 | $206.3K | 0.03% | 00.0% | Unchanged |
| SP Asset Management LLC | 5,000 | $206.3K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,047 | $208.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 5,112 | $210.9K | 0.02% | +2,325+83.4% | Added |
| Act Wealth Management, LLC | 5,133 | $211.8K | 0.11% | +5,133 | New |
| Dynamic Technology Lab Private Ltd | 5,157 | $213.0K | 0.02% | +5,157 | New |
| Fayez Sarofim & Co | 5,037 | $213.2K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 5,230 | $215.8K | 0.02% | +393+8.1% | Added |
| Axxcess Wealth Management, LLC | 5,235 | $216.0K | 0.01% | +5,235 | New |
| Oarsman Capital, Inc. | 5,257 | $216.9K | 0.06% | +5,257 | New |
| Foster Group, Inc. | 5,133 | $217.1K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 5,313 | $219.2K | 0.12% | +5,313 | New |
| Greenleaf Trust | 5,319 | $219.5K | 0.00% | −526−9.0% | Reduced |
| Royal London Asset Management Ltd | 5,343 | $220.5K | 0.00% | −1,083−16.9% | Reduced |
| National Asset Management, Inc. | 5,671 | $234.0K | 0.01% | +447+8.6% | Added |
| Solitude Financial Services | 5,744 | $237.0K | 0.13% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 5,837 | $240.8K | 0.00% | −154−2.6% | Reduced |
| Algert Global LLC | 5,838 | $240.9K | 0.01% | −978−14.3% | Reduced |
| Hourglass Capital, LLC | 5,950 | $245.5K | 0.08% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 5,988 | $247.1K | 0.03% | +5,988 | New |
| First Dallas Securities Inc. | 6,030 | $249.0K | 0.13% | +6,030 | New |
| Coldstream Capital Management Inc | 6,043 | $249.3K | 0.01% | +977+19.3% | Added |
| Empowered Funds, LLC | 6,080 | $250.9K | 0.01% | −121,625−95.2% | Reduced |
| Allworth Financial LP | 6,114 | $252.3K | 0.00% | +429+7.5% | Added |
| Ameritas Advisory Services, LLC | 6,043 | $253.4K | 0.01% | +6,043 | New |
| Independent Financial Group, LLC | 6,197 | $255.7K | 0.01% | +372+6.4% | Added |
| Principal Securities, Inc. | 6,202 | $255.9K | 0.01% | +6,202 | New |
| Symmetry Partners, LLC | 6,121 | $257.0K | 0.01% | −35,567−85.3% | Reduced |
| MQS Management LLC | 6,244 | $257.6K | 0.14% | +6,244 | New |
| Metis Global Partners, LLC | 6,254 | $258.0K | 0.01% | −402−6.0% | Reduced |
| Meeder Advisory Services, Inc. | 6,407 | $264.4K | 0.03% | −1,157−15.3% | Reduced |
| Great Lakes Advisors, LLC | 6,492 | $267.9K | 0.00% | +6,492 | New |
| Watershed Asset Management, L.L.C. | 6,537 | $269.7K | 0.31% | +375+6.1% | Added |
| 17 Capital Partners, LLC | 6,600 | $272.3K | 0.25% | +6,600 | New |
| Smartleaf Asset Management LLC | 6,548 | $274.8K | 0.07% | +6,548 | New |
| Ieq Capital, LLC | 6,697 | $276.3K | 0.00% | −642−8.7% | Reduced |
| Summa Corp. | 6,700 | $276.4K | 0.19% | +6,700 | New |
| IHT Wealth Management, LLC | 6,821 | $281.4K | 0.01% | −1,206−15.0% | Reduced |
| Smith Anglin Financial, LLC | 6,828 | $281.7K | 0.03% | +622+10.0% | Added |
| Park Avenue Securities LLC | 6,884 | $284.0K | 0.00% | −8,324−54.7% | Reduced |
| Savant Capital, LLC | 7,046 | $290.7K | 0.00% | +784+12.5% | Added |
| HighPoint Advisor Group LLC | 6,690 | $300.0K | 0.02% | +6,690 | New |
| XTX Topco Ltd | 7,284 | $300.5K | 0.07% | −5,696−43.9% | Reduced |
| Avidian Wealth Solutions, LLC | 7,311 | $301.7K | 0.02% | +700+10.6% | Added |
| Glenmede Trust Co NA | 7,363 | $303.8K | 0.00% | −749−9.2% | Reduced |
| Clear Street Markets LLC | 7,400 | $305.0K | 0.12% | +6,470+695.7% | Added |
| Brevan Howard Capital Management LP | 7,488 | $309.0K | 0.03% | +7,488 | New |
| CIBC Private Wealth Group, LLC | 7,493 | $309.1K | 0.00% | +135+1.8% | Added |
| CWM, LLC | 7,532 | $311.0K | 0.00% | +435+6.1% | Added |
| Banco Santander, S.A. | 7,548 | $311.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 7,693 | $317.4K | 0.06% | −40−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 7,694 | $318.0K | 0.01% | −26−0.3% | Reduced |
| AlphaCentric Advisors LLC | 7,758 | $320.1K | 0.21% | +1,961+33.8% | Added |
| Lindbrook Capital, LLC | 7,774 | $320.8K | 0.03% | −16−0.2% | Reduced |
| Seamount Financial Group Inc | 7,893 | $325.7K | 0.31% | +7,893 | New |
| Chapin Davis, Inc. | 7,950 | $328.0K | 0.14% | +800+11.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 8,000 | $330.1K | 0.10% | +8,000 | New |
| Winton Group Ltd | 8,225 | $339.4K | 0.02% | +443+5.7% | Added |
| Sawtooth Solutions, LLC | 8,376 | $345.6K | 0.01% | −1,007−10.7% | Reduced |
| Bleakley Financial Group, LLC | 8,415 | $347.2K | 0.01% | −968−10.3% | Reduced |
| FJ Investments, LLC | 8,500 | $350.7K | 0.02% | +8,500 | New |
| BancFirst Trust & Investment Management | 8,633 | $362.3K | 0.17% | +8,633 | New |
| Daiwa Securities Group Inc. | 8,788 | $363.0K | 0.00% | −5,124−36.8% | Reduced |
| Stevens Capital Management LP | 8,866 | $366.0K | 0.09% | +8,866 | New |
| Squarepoint Ops LLC | 8,887 | $366.7K | 0.00% | −80,043−90.0% | Reduced |