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 950 institutions that hold shares in the stock, with a total of 277 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accent Capital Management, LLC
Dayton, OH |
Feb 12, 2025 Q4 2024 |
131
shares
|
$13,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
125
shares
|
$13,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
121
shares
|
$12,615
0.0% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
120
shares
|
$12,511
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
120
shares
|
$12,511
0.0% of portfolio
|
Q1 2021
Added 71.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
115
shares
|
$11,989
0.0% of portfolio
|
Q2 2022
Added 0.88%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
113
shares
|
$11,781
0.0% of portfolio
|
Q3 2024
Reduced 20.98%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
113
shares
|
$11,781
0.0% of portfolio
|
Q3 2021
Reduced 46.95%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
107
shares
|
$11,155
0.0% of portfolio
|
Q4 2024
Added 24.42%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
105
shares
|
$10,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
105
shares
|
$10,947
0.0% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
104
shares
|
$10,843
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
100
shares
|
$10,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
100
shares
|
$10,426
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
100
shares
|
$10,426
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
100
shares
|
$10,426
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
100
shares
|
$10,426
0.0% of portfolio
|
Q4 2023
Reduced 83.33%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
99
shares
|
$10,321
0.0% of portfolio
|
Q2 2023
Reduced 9.17%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
83
shares
|
$8,653
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
81
shares
|
$8,445
0.0% of portfolio
|
Q4 2024
Reduced 97.1%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
73
shares
|
$7,610
0.0% of portfolio
|
Q4 2024
Added 19.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
73
shares
|
$7,610
0.0% of portfolio
|
Q1 2024
Reduced 10.98%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
71
shares
|
$7,402
0.0% of portfolio
|
Q4 2024
Reduced 66.67%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
67
shares
|
$6,985
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
67
shares
|
$6,985
0.0% of portfolio
|
Q3 2024
Added 19.64%
|