# UNITED AIRLS HLDGS INC (UAL)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UAL/

- Reporting holders: 39
- Reported value: $56.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $38.3M | 345,391 | 0.5% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $4.2M | 37,809 | 0.1% | 18 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $2.9M | 26,577 | 0.0% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.6M | 14,114 | 0.1% | 12 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $999.3K | 9,007 | 0.0% | 18 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $953.2K | 8,591 | 0.0% | 16 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $832.0K | 7,499 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $781.6K | 7,275 | 0.0% | 9 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $665.7K | 6,000 | 0.1% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $657.2K | 5,923 | 0.1% | 16 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $548.3K | 4,942 | 0.0% | 11 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $538.6K | 4,854 | 0.1% | 5 |
| [ACT WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1814191-act-wealth-management-llc/) | $437.4K | 3,942 | 0.1% | 12 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $420.2K | 3,787 | 0.1% | 8 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $400.5K | 3,610 | 0.2% | 4 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $393.9K | 3,550 | 0.0% | 11 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $366.7K | 3,305 | 0.1% | 5 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $300.6K | 2,709 | 0.1% | 6 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $296.5K | 2,672 | 0.1% | 3 |
| [Emprise Bank](https://holderbook.com/funds/2018815-emprise-bank/) | $279.8K | 2,522 | 0.1% | 6 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $222.6K | 2,006 | 0.1% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $116.2K | 1,047 | 0.0% | 23 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $90.4K | 815 | 0.1% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $84.9K | 765 | 0.0% | 27 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $80.5K | 726 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $56.7M |
| Q2 2026 | 1,080 | $48.5B |
| Q1 2026 | 987 | $31.8B |
| Q4 2025 | 1,028 | $36.9B |
| Q3 2025 | 923 | $32.5B |
| Q2 2025 | 880 | $26.5B |
| Q1 2025 | 856 | $23.9B |
| Q4 2024 | 869 | $35.3B |
| Q3 2024 | 670 | $19.5B |
| Q2 2024 | 679 | $15.8B |
| Q1 2024 | 649 | $15.6B |
| Q4 2023 | 637 | $12.7B |