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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
40
shares
|
$3,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$3,207
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
39
shares
|
$3,127
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
37
shares
|
$2,966
0.0% of portfolio
|
Q1 2025
Reduced 90.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
35
shares
|
$2,806
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
32
shares
|
$2,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,565
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
30
shares
|
$2,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
30
shares
|
$2,405
0.0% of portfolio
|
Q3 2023
Reduced 86.96%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
30
shares
|
$2,405
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
29
shares
|
$2,325
0.0% of portfolio
|
Q1 2025
Added 70.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
27
shares
|
$2,164
0.0% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$2,004
0.0% of portfolio
|
Q4 2023
Reduced 76.19%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$1,924
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
23
shares
|
$1,844
0.0% of portfolio
|
Q1 2025
Reduced 54.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
23
shares
|
$1,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
23
shares
|
$1,844
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
22
shares
|
$1,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21
shares
|
$1,683
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
21
shares
|
$1,683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
21
shares
|
$1,683
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
20
shares
|
$1,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20
shares
|
$1,603
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$1,202
0.0% of portfolio
|
Q1 2025
New holding
|