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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 4,573 | $177.5K | 0.01% | −392−7.9% | Reduced |
| IFP Advisors, Inc | 4,096 | $169.0K | 0.01% | −161−3.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,976 | $167.0K | 0.00% | +3,623+1,026.3% | Added |
| Signaturefd, LLC | 3,883 | $160.2K | 0.00% | −64−1.6% | Reduced |
| Geneos Wealth Management Inc. | 3,857 | $159.1K | 0.01% | −616−13.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,790 | $156.4K | 0.01% | −376−9.0% | Reduced |
| Liberty One Investment Management, LLC | 3,787 | $156.3K | 0.02% | +120+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 3,777 | $155.8K | 0.00% | −204−5.1% | Reduced |
| V-Square Quantitative Management LLC | 3,766 | $155.4K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,712 | $153.0K | 0.00% | +188+5.3% | Added |
| Parallel Advisors, LLC | 3,280 | $135.3K | 0.00% | +150+4.8% | Added |
| Asset Management One Co.,Ltd. | 3,181 | $133.5K | 0.00% | −42,337−93.0% | Reduced |
| Nomura Asset Management Co Ltd | 3,162 | $130.5K | 0.00% | −224−6.6% | Reduced |
| Paradigm Asset Management Co LLC | 3,000 | $123.8K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,873 | $119.0K | 0.08% | +1,650+134.9% | Added |
| Westpac Banking Corp | 2,769 | $114.2K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,754 | $114.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,760 | $113.9K | 0.01% | +779+39.3% | Added |
| Global Retirement Partners, LLC | 2,811 | $109.4K | 0.00% | +1,123+66.5% | Added |
| Icon Wealth Advisors, LLC | 2,651 | $109.4K | 0.01% | +2,651 | New |
| 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 |
| Private Trust Co NA | 2,100 | $86.6K | 0.01% | −957−31.3% | Reduced |
| Storebrand Asset Management AS | 2,065 | $85.2K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,848 | $83.1K | 0.00% | −18−1.0% | Reduced |
| Delta Asset Management LLC | 2,000 | $82.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,937 | $79.9K | 0.00% | −53−2.7% | Reduced |
| West Tower Group, LLC | 1,794 | $74.0K | 0.15% | −912−33.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,778 | $74.0K | 0.00% | +1,353+318.4% | Added |
| GAMMA Investing LLC | 1,742 | $72.1K | 0.02% | +1,742 | New |
| ICA Group Wealth Management, LLC | 1,746 | $72.0K | 0.02% | +1,746 | New |
| Sentry Investment Management LLC | 1,712 | $71.0K | 0.03% | −184−9.7% | Reduced |
| Johnson Financial Group, Inc. | 1,703 | $70.3K | 0.00% | +206+13.8% | Added |
| UniSuper Management Pty Ltd | 1,622 | $66.9K | 0.00% | +1,622 | New |
| Elkhorn Partners Limited Partnership | 1,580 | $65.0K | 0.04% | −30−1.9% | Reduced |
| Larson Financial Group LLC | 1,574 | $64.9K | 0.01% | −46−2.8% | Reduced |
| Twin Lakes Capital Management, LLC | 1,550 | $64.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,532 | $63.2K | 0.01% | −282−15.5% | Reduced |
| Huntington National Bank | 1,511 | $62.3K | 0.00% | −158−9.5% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,500 | $61.9K | 0.03% | −356−19.2% | Reduced |
| Bogart Wealth, LLC | 1,494 | $61.6K | 0.00% | −209−12.3% | Reduced |
| Advisory Services Network, LLC | 1,483 | $61.2K | 0.00% | −14,682−90.8% | Reduced |
| Ancora Advisors, LLC | 1,472 | $60.7K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,433 | $60.0K | 0.03% | −63−4.2% | Reduced |
| Sound Income Strategies, LLC | 1,425 | $58.8K | 0.00% | +753+112.1% | Added |
| Wahed Invest LLC | 1,399 | $57.7K | 0.02% | +128+10.1% | Added |
| PEAK6 Investments LLC | 1,373 | $56.6K | 0.00% | +1,373 | New |
| Center for Financial Planning, Inc. | 1,310 | $54.1K | 0.01% | +1,210+1,210.0% | Added |
| Founders Capital Management | 1,270 | $52.4K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,267 | $52.3K | 0.00% | +2+0.2% | Added |
| PSI Advisors, LLC | 1,246 | $51.4K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,241 | $51.2K | 0.00% | +130+11.7% | Added |
| LM Advisors LLC | 1,205 | $49.7K | 0.01% | +1,205 | New |
| Farther Finance Advisors, LLC | 1,201 | $49.6K | 0.00% | +354+41.8% | Added |
| Capital Analysts, LLC | 1,191 | $49.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,184 | $48.9K | 0.00% | +1,164+5,820.0% | Added |
| Groupama Asset Managment | 1,150 | $47.5K | 0.00% | +1,150 | New |
| MV Capital Management, Inc. | 1,139 | $47.0K | 0.01% | +43+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,129 | $46.6K | 0.00% | −27−2.3% | Reduced |
| Creative Financial Designs Inc | 1,121 | $46.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,100 | $45.4K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,060 | $43.7K | 0.02% | +25+2.4% | Added |
| Acima Private Wealth, LLC | 1,000 | $41.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 995 | $41.1K | 0.02% | −102−9.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 968 | $39.9K | 0.00% | −155−13.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 963 | $39.7K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 951 | $39.2K | 0.01% | +951 | New |
| Gables Capital Management Inc. | 900 | $37.1K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 886 | $36.6K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 845 | $35.3K | 0.03% | −100−10.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 820 | $33.8K | 0.01% | −10−1.2% | Reduced |
| TD Private Client Wealth LLC | 729 | $30.1K | 0.00% | −43−5.6% | Reduced |
| Rothschild Investment LLC | 718 | $29.6K | 0.00% | +718 | New |
| Citizens National Bank Trust Department | 700 | $28.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 658 | $27.1K | 0.03% | +658 | New |
| Wetzel Investment Advisors, Inc. | 645 | $27.0K | 0.02% | +645 | New |
| Venturi Wealth Management, LLC | 654 | $27.0K | 0.00% | +274+72.1% | Added |
| Hollencrest Capital Management | 624 | $25.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 622 | $25.7K | 0.00% | −63−9.2% | Reduced |
| Rosenberg Matthew Hamilton | 594 | $24.5K | 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 |
| Global Wealth Management Investment Advisory, Inc. | 560 | $23.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 558 | $23.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 530 | $21.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 515 | $21.2K | 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 |
| Smithfield Trust Co | 450 | $19.0K | 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 |
| Toth Financial Advisory Corp | 451 | $18.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 441 | $18.2K | 0.00% | +441 | New |
| Umb Bank N A | 422 | $17.4K | 0.00% | −125−22.9% | Reduced |
| 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 |
| Fortitude Family Office, LLC | 395 | $16.3K | 0.01% | +395 | New |