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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
38
shares
|
$3,611
0.0% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
37
shares
|
$3,516
0.0% of portfolio
|
Q1 2025
Reduced 90.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
35
shares
|
$3,326
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
33
shares
|
$3,135
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
32
shares
|
$3,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
30
shares
|
$2,850
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
30
shares
|
$2,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
30
shares
|
$2,850
0.0% of portfolio
|
Q3 2023
Reduced 86.96%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
27
shares
|
$2,565
0.0% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$2,470
0.01% of portfolio
|
Q3 2025
Reduced 95.59%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
25
shares
|
$2,375
0.0% of portfolio
|
Q2 2025
Added 212.5%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
25
shares
|
$2,375
0.0% of portfolio
|
Q2 2025
Reduced 44.44%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
25
shares
|
$2,375
0.0% of portfolio
|
Q4 2025
Added 56.25%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
25
shares
|
$2,375
0.0% of portfolio
|
Q4 2023
Reduced 76.19%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$2,280
0.0% of portfolio
|
Q2 2025
Added 84.62%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
24
shares
|
$2,280
0.0% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
23
shares
|
$2,185
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
23
shares
|
$2,185
0.0% of portfolio
|
Q3 2025
Reduced 81.3%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
22
shares
|
$2,090
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
21
shares
|
$1,995
0.0% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21
shares
|
$1,995
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,900
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
20
shares
|
$1,900
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
20
shares
|
$1,900
0.0% of portfolio
|
Q4 2024
New holding
|
|