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 278 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,800
shares
|
$279,946
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,795
shares
|
$279,577
0.0% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
3,779
shares
|
$278,398
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
3,742
shares
|
$275,673
0.0% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
3,708
shares
|
$273,168
0.01% of portfolio
|
Q4 2024
Reduced 57.71%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,702
shares
|
$272,726
0.02% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
3,679
shares
|
$271,031
0.12% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
3,667
shares
|
$270,147
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,659
shares
|
$269,558
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,654
shares
|
$269,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,650
shares
|
$268,895
0.01% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,642
shares
|
$268,306
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
3,609
shares
|
$265,875
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,602
shares
|
$265,359
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,586
shares
|
$264,180
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,583
shares
|
$263,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,580
shares
|
$263,738
0.01% of portfolio
|
Q4 2024
Reduced 13.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
3,574
shares
|
$263,296
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,526
shares
|
$259,760
0.01% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,493
shares
|
$257,329
0.0% of portfolio
|
Q2 2020
Added 7.27%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,451
shares
|
$254,235
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,397
shares
|
$250,256
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,376
shares
|
$248,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,351
shares
|
$246,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
3,349
shares
|
$246,720
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|