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 978 institutions that hold shares in the stock, with a total of 289 Million shares, which have been reported (via 13F filing form) to have a value of $22.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
29
shares
|
$2,279
0.0% of portfolio
|
Q1 2025
Added 70.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
27
shares
|
$2,122
0.0% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
26
shares
|
$2,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
25
shares
|
$1,965
0.0% of portfolio
|
Q4 2023
Reduced 76.19%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
24
shares
|
$1,886
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
23
shares
|
$1,808
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
23
shares
|
$1,808
0.0% of portfolio
|
Q1 2025
Reduced 54.9%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
22
shares
|
$1,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
21
shares
|
$1,651
0.0% of portfolio
|
Q4 2024
Reduced 82.93%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21
shares
|
$1,651
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,572
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
20
shares
|
$1,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,572
0.0% of portfolio
|
Q1 2023
Reduced 81.82%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
17
shares
|
$1,336
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
15
shares
|
$1,179
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
15
shares
|
$1,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
14
shares
|
$1,100
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
14
shares
|
$1,100
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
13
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
13
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
Reduced 69.77%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
13
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
Reduced 99.86%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
13
shares
|
$1,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
11
shares
|
$864
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
11
shares
|
$864
0.0% of portfolio
|
Q4 2024
New holding
|