40 institutions reported holding $57.3M of United Airlines Holdings Inc (UAL) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($28.3M), Czech National Bank ($12.6M), Gradient Investments LLC ($3.7M), Polianta Ltd ($1.8M), GAMMA Investing LLC ($1.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $28.3M | 207,916 | Trimmed |
| 2 | Czech National Bank | $12.6M | 92,385 | Added |
| 3 | Gradient Investments LLC | $3.7M | 26,870 | Trimmed |
| 4 | Polianta Ltd | $1.8M | 13,500 | Trimmed |
| 5 | GAMMA Investing LLC | $1.7M | 12,641 | Added |
| 6 | PensionDanmark Pensionsforsikringsaktieselskab | $949,346 | 6,981 | New |
| 7 | CHAPIN DAVIS, INC. | $815,940 | 6,000 | Hold |
| 8 | Versant Capital Management, Inc | $797,989 | 5,868 | Added |
| 9 | Foster Group, Inc. | $777,183 | 5,715 | Hold |
| 10 | CX Institutional | $676,000 | 4,971 | Added |
| 11 | MOODY NATIONAL BANK TRUST DIVISION | $674,103 | 4,957 | Hold |
| 12 | ACT WEALTH MANAGEMENT, LLC | $536,073 | 3,942 | Trimmed |
| 13 | CLUNE & ASSOCIATES, LTD. | $514,994 | 3,787 | Hold |
| 14 | Valeo Financial Advisors, LLC | $477,124 | 3,509 | Added |
| 15 | Avior Wealth Management, LLC | $430,272 | 3,164 | Added |
| 16 | NEVILLE RODIE & SHAW INC | $411,000 | 3,025 | Trimmed |
| 17 | Balefire, LLC | $395,550 | 2,909 | Trimmed |
| 18 | Emprise Bank | $342,967 | 2,522 | Hold |
| 19 | 55 North Private Wealth, LLC | $258,925 | 1,904 | New |
| 20 | Quantum Financial Advisors, LLC | $254,301 | 1,870 | New |
| 21 | LifeGoal Investments, LLC | $245,326 | 1,804 | New |
| 22 | Apella Capital, LLC | $242,763 | 1,892 | Trimmed |
| 23 | MassMutual Private Wealth & Trust, FSB | $164,684 | 1,211 | Trimmed |
| 24 | Strategic Investment Solutions, Inc. /IL | $104,984 | 772 | Added |
| 25 | Kozak & Associates, Inc. | $79,727 | 590 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30