UNITED AIRLS HLDGS INC (UAL)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$56.7M
Reported value
0.0%
Calls
0.0%
Puts
-1,041
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $38.3M | 345,391 | 0.51% | 32q | -5.5%-$2.2M |
| Apella Capital, LLC | $4.2M | 37,809 | 0.05% | 18q | +1898.4%+$4.0M |
| Gradient Investments LLC | $2.9M | 26,577 | 0.04% | 3q | -1.1%-$32.5K |
| GAMMA Investing LLC | $1.6M | 14,114 | 0.05% | 12q | +11.7%+$163.4K |
| Avidian Wealth Enterprises, LLC | $999.3K | 9,007 | 0.03% | 18q | -7.7%-$83.4K |
| Farther Finance Advisors, LLC | $953.2K | 8,591 | 0.01% | 16q | +16.9%+$138.1K |
| Venture Visionary Partners LLC | $832.0K | 7,499 | 0.02% | 2q | +10.1%+$76.7K |
| Wedmont Private Capital | $781.6K | 7,275 | 0.02% | 9q | +5.3%+$39.1K |
| CHAPIN DAVIS, INC. | $665.7K | 6,000 | 0.13% | 3q | HELD |
| Versant Capital Management, Inc | $657.2K | 5,923 | 0.06% | 16q | +0.9%+$6.1K |
| MOODY NATIONAL BANK TRUST DIVISION | $548.3K | 4,942 | 0.05% | 11q | HELD |
| RIVERSEDGE ADVISORS, LLC | $538.6K | 4,854 | 0.07% | 5q | +2.0%+$10.7K |
| ACT WEALTH MANAGEMENT, LLC | $437.4K | 3,942 | 0.13% | 12q | HELD |
| Factor Wealth Management LTD | $420.2K | 3,787 | 0.06% | 8q | HELD |
| Whalen Wealth Management Inc. | $400.5K | 3,610 | 0.17% | 4q | -49.6%-$394.9K |
| Valeo Financial Advisors, LLC | $393.9K | 3,550 | 0.01% | 11q | +1.2%+$4.5K |
| Balefire, LLC | $366.7K | 3,305 | 0.06% | 5q | +13.6%+$43.9K |
| DOLIVER ADVISORS, LP | $300.6K | 2,709 | 0.07% | 6q | HELD |
| Bank of New Hampshire | $296.5K | 2,672 | 0.06% | 3q | HELD |
| Emprise Bank | $279.8K | 2,522 | 0.11% | 6q | HELD |
| LifeGoal Investments, LLC | $222.6K | 2,006 | 0.07% | 2q | +11.2%+$22.4K |
| MassMutual Private Wealth & Trust, FSB | $116.2K | 1,047 | 0.00% | 23q | -13.5%-$18.2K |
| GK Wealth Management LLC | $90.4K | 815 | 0.05% | new | NEW |
| Rosenberg Matthew Hamilton | $84.9K | 765 | 0.02% | 27q | HELD |
| GoalVest Advisory LLC | $80.5K | 726 | 0.01% | 11q | +4.9%+$3.8K |
| TOTH FINANCIAL ADVISORY CORP | $51.5K | 464 | 0.01% | 27q | +2.9%+$1.4K |
| ELEVATION WEALTH PARTNERS, LLC | $33.6K | 303 | 0.01% | 5q | +42.9%+$10.1K |
| FIRST COMMUNITY TRUST NA | $33.5K | 302 | 0.01% | 10q | HELD |
| Wealth Enhancement Trust Services, Inc. | $27.7K | 250 | 0.00% | 4q | -69.1%-$62.0K |
| Roxbury Financial LLC | $20.0K | 180 | 0.02% | 8q | HELD |
| Grove Bank & Trust | $9.9K | 89 | 0.00% | 8q | HELD |
| CoreCap Advisors, LLC | $9.5K | 86 | 0.00% | 9q | +186.7%+$6.2K |
| EASTERN BANK | $6.1K | 55 | 0.00% | 7q | -45.0%-$5.0K |
| Investors Research Corp | $5.5K | 50 | 0.00% | 32q | HELD |
| Retirement Wealth Solutions LLC | $4.1K | 37 | 0.00% | 5q | +12.1% |
| ARMSTRONG ADVISORY GROUP, INC | $3.1K | 28 | 0.00% | 9q | -34.9%-$1.7K |
| Mn Services Vermogensbeheer B.V. | $2.8K | 24,987 | 0.02% | 6q | +9.7% |
| Marquette Asset Management, LLC | $1.6K | 14 | 0.00% | 3q | HELD |
| Davis Capital Management | $1.6K | 14 | 0.00% | 5q | +133.3% |
| Planning Strategies Inc. | $1.3K | 12 | 0.00% | 2q | +71.4% |
| CX Institutional | $604 | 5,448 | 0.02% | 8q | +9.6% |
| NEVILLE RODIE & SHAW INC | $336 | 3,025 | 0.02% | 8q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-21 | KIRBY J SCOTT | Chief Executive Officer | Sold | 159,321 | $18.8M |
| 2026-06-15 | KIRBY J SCOTT | Chief Executive Officer | Sold | 48,303 | $5.9M |
| 2026-05-26 | Gebo Kate | EVP HR and Labor Relations | Sold | 40,000 | $4.2M ×2 |
| 2026-07-28 | Hart Brett J | President | Sold | 30,108 | $3.6M |
| 2026-07-24 | Enqvist Torbjorn J | EVP & Chief Operations Officer | Sold | 20,000 | $2.4M |
| 2026-08-03 | Leskinen Michael D. | EVP & Chief Financial Officer | Sold | 10,000 | $1.3M |
| 2026-05-01 | Nocella Andrew P | EVP & Chief Commercial Officer | Sold | 7,000 | $631.3K |
| 2026-07-28 | Nocella Andrew P | EVP & Chief Commercial Officer | Sold | 4,200 | $506.0K |
| 2026-08-04 | Nocella Andrew P | EVP & Chief Commercial Officer | Sold | 3,000 | $396.9K |
| 2026-06-16 | KIRBY J SCOTT | Chief Executive Officer | Sold | 1,078 | $130.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $56.7M | 511,322 | 1 | 17 | 8 | 0.0% |
| Q2 2026 | 1,080 | $48.5B | 312,236,346 | 197 | 360 | 327 | 12.7% |
| Q1 2026 | 987 | $31.8B | 285,608,176 | 129 | 392 | 256 | 17.3% |
| Q4 2025 | 1,028 | $36.9B | 291,122,671 | 159 | 347 | 285 | 11.9% |
| Q3 2025 | 923 | $32.5B | 291,663,064 | 139 | 323 | 278 | 13.3% |
| Q2 2025 | 880 | $26.5B | 282,872,663 | 135 | 324 | 259 | 15.1% |
| Q1 2025 | 856 | $23.9B | 288,015,680 | 161 | 310 | 229 | 17.0% |
| Q4 2024 | 869 | $35.3B | 288,053,838 | 220 | 234 | 227 | 20.7% |
| Q3 2024 | 670 | $19.5B | 271,024,918 | 80 | 190 | 240 | 20.7% |
| Q2 2024 | 679 | $15.8B | 259,120,122 | 105 | 182 | 203 | 20.0% |
| Q1 2024 | 649 | $15.6B | 260,365,047 | 99 | 198 | 186 | 20.0% |
| Q4 2023 | 637 | $12.7B | 232,959,111 | 56 | 177 | 217 | 24.1% |
| Q3 2023 | 629 | $12.4B | 232,377,859 | 65 | 178 | 201 | 20.7% |
| Q2 2023 | 659 | $16.2B | 231,979,175 | 107 | 180 | 200 | 21.5% |
| Q1 2023 | 604 | $13.0B | 232,969,369 | 103 | 172 | 199 | 21.4% |
| Q4 2022 | 581 | $10.6B | 210,501,445 | 91 | 186 | 145 | 25.2% |
| Q3 2022 | 508 | $8.7B | 197,405,148 | 65 | 152 | 167 | 25.8% |
| Q2 2022 | 504 | $10.1B | 208,757,954 | 76 | 166 | 155 | 26.5% |
| Q1 2022 | 544 | $13.1B | 203,009,056 | 81 | 158 | 165 | 28.2% |
| Q4 2021 | 542 | $13.0B | 190,080,516 | 66 | 146 | 170 | 35.9% |
| Q3 2021 | 555 | $12.9B | 189,298,980 | 64 | 143 | 189 | 30.4% |
| Q2 2021 | 564 | $13.4B | 195,113,282 | 73 | 194 | 146 | 23.7% |
| Q1 2021 | 583 | $15.0B | 202,363,975 | 106 | 193 | 156 | 22.6% |
| Q4 2020 | 556 | $11.8B | 200,771,240 | 103 | 165 | 145 | 26.7% |
| Q3 2020 | 481 | $8.1B | 178,971,878 | 60 | 169 | 134 | 22.4% |
| Q2 2020 | 475 | $8.3B | 177,659,722 | 102 | 160 | 151 | 25.8% |
| Q1 2020 | 532 | $7.6B | 212,464,967 | 102 | 158 | 209 | 12.3% |
| Q4 2019 | 614 | $24.7B | 249,242,414 | 58 | 183 | 216 | 11.0% |
| Q3 2019 | 591 | $24.9B | 251,308,413 | 73 | 168 | 212 | 10.7% |
| Q2 2019 | 577 | $24.1B | 254,003,339 | 49 | 165 | 231 | 7.8% |
| Q1 2019 | 606 | $22.0B | 262,220,776 | 64 | 192 | 224 | 4.9% |
| Q4 2018 | 642 | $24.9B | 271,376,868 | 15 | 12 | 4 | 8.9% |