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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 500 | $23.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 500 | $23.9K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $23.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 500 | $23.9K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $23.9K | 0.00% | +398+390.2% | Added |
| Old Point Trust & Financial Services N A | 500 | $23.9K | 0.01% | +500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 478 | $22.9K | 0.01% | +478 | New |
| First Financial Corp | 458 | $21.9K | 0.01% | +458 | New |
| HHM Wealth Advisors, LLC | 455 | $21.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 451 | $21.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 394 | $21.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 447 | $21.4K | 0.00% | +447 | New |
| CVA Family Office, LLC | 441 | $21.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 450 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 427 | $20.4K | 0.00% | +5+1.2% | Added |
| Trivant Custom Portfolio Group, LLC | 400 | $19.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380 | $18.2K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 378 | $18.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 353 | $16.9K | 0.00% | +7+2.0% | Added |
| Abich Financial Wealth Management LLC | 350 | $16.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 304 | $15.7K | 0.00% | +134+78.8% | Added |
| Godsey & Gibb Associates | 315 | $15.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 281 | $14.8K | 0.00% | +281 | New |
| Highlander Capital Management, LLC | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 295 | $14.1K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 282 | $13.5K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 274 | $13.1K | 0.02% | −30−9.9% | Reduced |
| Stone House Investment Management, LLC | 263 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 251 | $12.0K | 0.01% | +251 | New |
| Compass Wealth Management LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 240 | $11.5K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 239 | $11.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 237 | $11.3K | 0.00% | +237 | New |
| Bell Investment Advisors, Inc | 231 | $11.1K | 0.00% | +16+7.4% | Added |
| Castleview Partners, LLC | 227 | $10.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 225 | $10.8K | 0.00% | −14−5.9% | Reduced |
| Quent Capital, LLC | 225 | $10.8K | 0.00% | +13+6.1% | Added |
| IAG Wealth Partners, LLC | 222 | $10.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 207 | $9.91K | 0.01% | +207 | New |
| SJS Investment Consulting Inc. | 201 | $9.62K | 0.00% | +10+5.2% | Added |
| Hartford Financial Management Inc. | 200 | $9.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $9.34K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 188 | $9.00K | 0.00% | +50+36.2% | Added |
| Hanson & Doremus Investment Management | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 173 | $8.28K | 0.00% | +57+49.1% | Added |
| TSFG, LLC | 164 | $8.00K | 0.00% | −100−37.9% | Reduced |
| JFS Wealth Advisors, LLC | 164 | $7.85K | 0.00% | +29+21.5% | Added |
| Westside Investment Management, Inc. | 155 | $7.42K | 0.00% | +60+63.2% | Added |
| Fortitude Family Office, LLC | 153 | $7.33K | 0.00% | −242−61.3% | Reduced |
| Spotlight Asset Group, Inc. | 150 | $7.18K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 151 | $7.00K | 0.00% | +26+20.8% | Added |
| Harbor Investment Advisory, LLC | 144 | $6.89K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 143 | $6.85K | 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 |
| Sachetta, LLC | 163 | $6.73K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $6.66K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 138 | $6.61K | 0.01% | +138 | New |
| AdvisorNet Financial, Inc | 127 | $6.08K | 0.00% | +68+115.3% | Added |
| City State Bank | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 125 | $6.00K | 0.00% | −20−13.8% | Reduced |
| Key Financial Inc | 125 | $5.99K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 125 | $5.99K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $5.75K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 115 | $5.51K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 105 | $5.03K | 0.00% | −2−1.9% | Reduced |
| WR Wealth Planners, LLC | 104 | $4.98K | 0.00% | +104 | New |
| Redmont Wealth Advisors LLC | 103 | $4.93K | 0.01% | +103 | New |
| Syntax Research, Inc. | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $4.79K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 99 | $4.74K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 90 | $4.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 90 | $4.31K | 0.00% | +12+15.4% | Added |
| Silicon Valley Capital Partners | 90 | $4.31K | 0.00% | +90 | New |
| Concord Wealth Partners | 90 | $4.31K | 0.00% | +90 | New |
| Legend Financial Advisors, Inc. | 83 | $3.97K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 79 | $3.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 75 | $3.59K | 0.00% | +51+212.5% | Added |
| Retirement Group, LLC | 73 | $3.50K | 0.00% | −9−11.0% | Reduced |
| Byrne Asset Management LLC | 70 | $3.35K | 0.00% | −775−91.7% | Reduced |
| First Horizon Advisors, Inc. | 67 | $3.21K | 0.00% | +42+168.0% | Added |
| Cape Investment Advisory, Inc. | 66 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $3.11K | 0.00% | −47−42.0% | Reduced |
| Criterion Capital Advisors, LLC | 63 | $3.02K | 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 |
| Cedar Mountain Advisors, LLC | 57 | $2.73K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 56 | $2.68K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 56 | $2.68K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 53 | $2.54K | 0.00% | −10,132−99.5% | Reduced |
| Beacon Capital Management, LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 51 | $2.44K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 45 | $2.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $2.15K | 0.00% | +22+95.7% | Added |
| VisionPoint Advisory Group, LLC | 43 | $2.06K | 0.00% | +6+16.2% | Added |
| CKW Financial Group | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $1.92K | 0.00% | −415−91.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $1.87K | 0.00% | +2+5.4% | Added |
| Robinson Value Management, Ltd. | 39 | $1.87K | 0.00% | 00.0% | Unchanged |