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, Q1 2024
Institutional positions in United Airlines Holdings, Inc. as of Mar 31, 2024. 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
- 636
- +13 vs. Q4 2023
- Shares held
- 246.6M
- +18.7M (+8.2%) vs. Q4 2023
- Total value
- $11.8B
- +$2.41B (+25.6%) vs. Q4 2023
- New holders
- 104
- 210 more added
- Sold out
- 91
- 194 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding United Airlines Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 3 | $142 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $192 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $239 | 0.00% | +5 | New |
| Jamison Private Wealth Management, Inc. | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $335 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 22,681 | $479 | 0.02% | +22,681 | New |
| Delos Wealth Advisors, LLC | 11 | $527 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $527 | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 12 | $568 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 13 | $622 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $670 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 14 | $670 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $766 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17 | $814 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $814 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $814 | 0.00% | +7+70.0% | Added |
| Lummis Asset Management, LP | 18 | $862 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 19 | $910 | 0.00% | −200−91.3% | Reduced |
| Tyler-Stone Wealth Management | 19 | $910 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $910 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $958 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | −100−89.3% | Reduced |
| Asset Dedication, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 21 | $1.00K | 0.00% | −12,150−99.8% | Reduced |
| Valued Wealth Advisors LLC | 21 | $1.01K | 0.00% | −6−22.2% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.17K | 0.00% | +3+14.3% | Added |
| GHP Investment Advisors, Inc. | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 30 | $1.44K | 0.00% | +30 | New |
| WFA Asset Management Corp | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 35 | $1.68K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 39 | $1.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $1.87K | 0.00% | +2+5.4% | Added |
| Raleigh Capital Management Inc. | 40 | $1.92K | 0.00% | −415−91.2% | Reduced |
| CKW Financial Group | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 43 | $2.06K | 0.00% | +6+16.2% | Added |
| JJJ Advisors Inc. | 45 | $2.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $2.15K | 0.00% | +22+95.7% | Added |
| Front Row Advisors LLC | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 53 | $2.54K | 0.00% | −10,132−99.5% | Reduced |
| McIlrath & Eck, LLC | 56 | $2.68K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 56 | $2.68K | 0.00% | +56 | New |
| Cedar Mountain Advisors, LLC | 57 | $2.73K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 53 | $3.00K | 0.03% | −1,380−96.3% | Reduced |
| Capital Advisors, Ltd. LLC | 57 | $3.00K | 0.00% | +31+119.2% | Added |
| Criterion Capital Advisors, LLC | 63 | $3.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $3.11K | 0.00% | −47−42.0% | Reduced |
| Cape Investment Advisory, Inc. | 66 | $3.16K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 67 | $3.21K | 0.00% | +42+168.0% | Added |
| Byrne Asset Management LLC | 70 | $3.35K | 0.00% | −775−91.7% | Reduced |
| Retirement Group, LLC | 73 | $3.50K | 0.00% | −9−11.0% | Reduced |
| Hexagon Capital Partners LLC | 75 | $3.59K | 0.00% | +51+212.5% | Added |
| Aspire Private Capital, LLC | 79 | $3.78K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 83 | $3.97K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 90 | $4.31K | 0.00% | +90 | New |
| Concord Wealth Partners | 90 | $4.31K | 0.00% | +90 | New |
| JNBA Financial Advisors | 90 | $4.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $4.31K | 0.00% | +12+15.4% | Added |
| Zions Bancorporation, N.A. | 99 | $4.74K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $4.79K | 0.00% | +100 | New |
| Redmont Wealth Advisors LLC | 103 | $4.93K | 0.01% | +103 | New |
| WR Wealth Planners, LLC | 104 | $4.98K | 0.00% | +104 | New |
| Trust Co of Vermont | 105 | $5.03K | 0.00% | −2−1.9% | Reduced |
| Salem Investment Counselors Inc | 115 | $5.51K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $5.75K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 125 | $5.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $5.99K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 125 | $6.00K | 0.00% | −20−13.8% | Reduced |
| AdvisorNet Financial, Inc | 127 | $6.08K | 0.00% | +68+115.3% | Added |
| New Covenant Trust Company, N.A. | 138 | $6.61K | 0.01% | +138 | New |
| DT Investment Partners, LLC | 139 | $6.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 163 | $6.73K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 142 | $6.80K | 0.00% | −142−50.0% | Reduced |
| PFS Partners, LLC | 142 | $6.80K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 143 | $6.85K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 144 | $6.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 151 | $7.00K | 0.00% | +26+20.8% | Added |
| Spotlight Asset Group, Inc. | 150 | $7.18K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 153 | $7.33K | 0.00% | −242−61.3% | Reduced |
| Westside Investment Management, Inc. | 155 | $7.42K | 0.00% | +60+63.2% | Added |
| JFS Wealth Advisors, LLC | 164 | $7.85K | 0.00% | +29+21.5% | Added |
| TSFG, LLC | 164 | $8.00K | 0.00% | −100−37.9% | Reduced |
| Ronald Blue Trust, Inc. | 173 | $8.28K | 0.00% | +57+49.1% | Added |
| Hanson & Doremus Investment Management | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 188 | $9.00K | 0.00% | +50+36.2% | Added |
| Farmers & Merchants Investments Inc | 195 | $9.34K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $9.58K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 201 | $9.62K | 0.00% | +10+5.2% | Added |
| WealthCollab, LLC | 207 | $9.91K | 0.01% | +207 | New |
| IAG Wealth Partners, LLC | 222 | $10.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.8K | 0.00% | −14−5.9% | Reduced |