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 1,076 institutions that hold shares in the stock, with a total of 272 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 19, 2025 Q3 2025 |
4,689
shares
|
$445,595
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,675
shares
|
$444,265
0.0% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
4,661
shares
|
$442,934
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
4,617
shares
|
$438,753
0.01% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
4,614
shares
|
$438,468
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,557
shares
|
$433,051
0.01% of portfolio
|
Q3 2025
Added 21.84%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
4,552
shares
|
$432,576
0.04% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,468
shares
|
$424,594
0.01% of portfolio
|
Q3 2025
Added 36.64%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
4,465
shares
|
$424,308
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,403
shares
|
$418,417
0.02% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,323
shares
|
$410,814
0.01% of portfolio
|
Q4 2025
Added 48.45%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
4,300
shares
|
$408,629
0.01% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
4,282
shares
|
$406,918
0.0% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
4,267
shares
|
$405,493
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,251
shares
|
$403,972
0.01% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Affinity Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,228
shares
|
$401,786
0.28% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2025 Q3 2025 |
4,200
shares
|
$399,126
0.3% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,188
shares
|
$397,985
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,174
shares
|
$396,655
0.01% of portfolio
|
Q3 2025
Reduced 48.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,165
shares
|
$395,799
0.03% of portfolio
|
Q2 2025
Added 35.62%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
4,163
shares
|
$395,609
0.21% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,127
shares
|
$392,188
0.02% of portfolio
|
Q3 2025
Added 41.58%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,108
shares
|
$390,383
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
4,046
shares
|
$384,491
0.06% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
4,008
shares
|
$380,880
0.05% of portfolio
|
Q3 2025
Reduced 15.08%
|
|