Institutional Ownership United Airlines Holdings, Inc. (UAL)
This table provides information about the institutional ownership of United Airlines Holdings, Inc. (UAL). We have compiled data on the 984 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
8,004
shares
|
$641,760
0.2% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
7,986
shares
|
$640,317
0.01% of portfolio
|
Q1 2025
Added 38.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
7,935
shares
|
$636,228
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
7,810
shares
|
$626,205
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,758
shares
|
$622,036
0.02% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Latash Investments, LLC
Anchorage, AK |
May 12, 2025 Q1 2025 |
7,735
shares
|
$620,192
0.44% of portfolio
|
Q3 2024
Reduced 49.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
7,733
shares
|
$620,031
0.02% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
7,686
shares
|
$616,263
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
7,680
shares
|
$615,782
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
7,610
shares
|
$610,169
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
7,550
shares
|
$605,359
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
7,438
shares
|
$596,378
0.12% of portfolio
|
Q1 2025
Added 87.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,390
shares
|
$592,530
0.0% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
7,289
shares
|
$584,432
0.22% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,201
shares
|
$577,376
0.01% of portfolio
|
Q1 2025
Reduced 57.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
7,186
shares
|
$576,173
0.01% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
7,183
shares
|
$575,932
0.07% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
7,024
shares
|
$563,184
0.02% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,016
shares
|
$562,542
0.0% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
6,900
shares
|
$553,242
0.14% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
6,875
shares
|
$551,237
0.35% of portfolio
|
Q1 2025
Added 2650.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,850
shares
|
$549,233
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
6,784
shares
|
$543,941
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Apr 30, 2025 Q1 2025 |
6,688
shares
|
$536,243
0.31% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
6,581
shares
|
$527,664
0.03% of portfolio
|
Q1 2025
New holding
|