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 857 institutions that hold shares in the stock, with a total of 259 Million shares, which have been reported (via 13F filing form) to have a value of $28.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,900
shares
|
$534,100
0.3% of portfolio
|
Q1 2024
Reduced 25.76%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
4,840
shares
|
$527,560
0.05% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,793
shares
|
$522,437
0.48% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,763
shares
|
$519,167
0.0% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,744
shares
|
$517,096
0.01% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,739
shares
|
$516,551
0.03% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
4,738
shares
|
$516,442
0.25% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,735
shares
|
$516,115
0.01% of portfolio
|
Q4 2024
Reduced 11.56%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
4,719
shares
|
$514,371
0.06% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,689
shares
|
$511,101
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
4,632
shares
|
$504,888
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,628
shares
|
$504,452
0.01% of portfolio
|
Q3 2024
Added 27.49%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,553
shares
|
$496,277
0.02% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
4,527
shares
|
$493,443
0.02% of portfolio
|
Q3 2024
Reduced 16.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,465
shares
|
$486,685
0.01% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
4,450
shares
|
$485,050
0.22% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,442
shares
|
$484,178
0.01% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Nov 14, 2024 Q3 2024 |
4,425
shares
|
$482,325
0.16% of portfolio
|
Q3 2024
Added 105.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,381
shares
|
$477,529
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,344
shares
|
$473,496
0.01% of portfolio
|
Q4 2024
Reduced 15.96%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,339
shares
|
$472,951
0.01% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,267
shares
|
$465,103
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
4,208
shares
|
$458,672
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,175
shares
|
$455,075
0.19% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
4,124
shares
|
$449,516
0.23% of portfolio
|
Q4 2024
New holding
|