UAL — United Airls Hldgs Inc Institutional Holders · Q3 2026

Name: Who Owns UAL? 46 Institutions Hold $60.4M (Q3 2026)
Creator: ko.io

Who owns United Airls Hldgs Inc (UAL)? 46 institutions reported holding $60.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($38.3M), Apella Capital, LLC ($4.2M), Gradient Investments LLC ($2.9M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$38.3M	345,391	Trimmed
2	Apella Capital, LLC	$4.2M	37,809	Added
3	Gradient Investments LLC	$2.9M	26,577	Trimmed
4	Mn Services Vermogensbeheer B.V.	$2.8M	24,987	Added
5	GAMMA Investing LLC	$1.6M	14,114	Added
6	Avidian Wealth Enterprises, LLC	$999,327	9,007	Trimmed
7	Farther Finance Advisors, LLC	$953,186	8,591	Added
8	Venture Visionary Partners LLC	$832,014	7,499	Added
9	Wedmont Private Capital	$781,626	7,275	Added
10	CHAPIN DAVIS, INC.	$665,700	6,000	Hold
11	Versant Capital Management, Inc	$657,157	5,923	Added
12	CX Institutional	$604,000	5,448	Added
13	MOODY NATIONAL BANK TRUST DIVISION	$548,315	4,942	Trimmed
14	RIVERSEDGE ADVISORS, LLC	$538,551	4,854	Added
15	ACT WEALTH MANAGEMENT, LLC	$437,365	3,942	Hold
16	CLUNE & ASSOCIATES, LTD.	$420,168	3,787	Hold
17	Whalen Wealth Management Inc.	$400,530	3,610	Trimmed
18	Valeo Financial Advisors, LLC	$393,873	3,550	Added
19	Balefire, LLC	$366,653	3,305	Added
20	NEVILLE RODIE & SHAW INC	$336,000	3,025	Hold
21	DOLIVER ADVISORS, LP	$300,564	2,709	Trimmed
22	Bank of New Hampshire	$296,458	2,672	Hold
23	Emprise Bank	$279,816	2,522	Hold
24	LifeGoal Investments, LLC	$222,566	2,006	Added
25	MassMutual Private Wealth & Trust, FSB	$116,165	1,047	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30