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 806 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
44
shares
|
$4,620
0.0% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
41
shares
|
$4,305
0.0% of portfolio
|
Q4 2024
Added 127.78%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
40
shares
|
$4,200
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
39
shares
|
$4,095
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
37
shares
|
$3,885
0.0% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
35
shares
|
$3,675
0.0% of portfolio
|
Q3 2024
Added 105.88%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
35
shares
|
$3,675
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
34
shares
|
$3,570
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
32
shares
|
$3,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
31
shares
|
$3,255
0.0% of portfolio
|
Q4 2024
Added 158.33%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
30
shares
|
$3,150
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
30
shares
|
$3,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
30
shares
|
$3,150
0.0% of portfolio
|
Q3 2023
Reduced 86.96%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
27
shares
|
$2,835
0.0% of portfolio
|
Q3 2024
Reduced 64.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
25
shares
|
$2,625
0.0% of portfolio
|
Q3 2022
Reduced 88.26%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$2,625
0.0% of portfolio
|
Q4 2023
Reduced 76.19%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,520
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
23
shares
|
$2,415
0.0% of portfolio
|
Q3 2024
Reduced 54.9%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21
shares
|
$2,205
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
20
shares
|
$2,100
0.0% of portfolio
|
Q1 2023
Reduced 81.82%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
20
shares
|
$2,100
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
19
shares
|
$1,995
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$1,890
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
17
shares
|
$1,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
15
shares
|
$1,575
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|