🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

United Airlines Holdings, Inc.

UAL Industrials
$99.96 +$0.32 (0.32%)
Market Cap: $32.44 B
Gurus Holding
9
Popularity Rank
#632
% of Shares Held
2.06%
Net Activity (Q1 2026)
+$6.51 M

Guru Ownership Trend

Guru Analysis for United Airlines Holdings, Inc. (UAL)

United Airlines Holdings, Inc. (UAL), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $669.83 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $6.51 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 429.4%. Conversely, Stanley Druckenmiller reduced exposure by 24.7%.

Key Holders

Top 5 by Value

$324.51 M
$150.41 M
$45.75 M
$23.93 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$89.1 M
Total Buy Value
New Buys 1
Additions 5
-$82.59 M
Total Sell Value
Reductions 3
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
6

FAQs for United Airlines Holdings, Inc. (UAL)

Major holders include Cliff Asness ($324.51 M), Steven Cohen ($150.41 M), Larry Robbins ($45.75 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 6.7 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.51 M, with 6 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited UAL. The total reported sell value was $82.59 M.

Yes, 1 managers opened new positions in UAL, and 5 increased their existing holdings. The total reported buy value was $89.1 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 25.6% 3,679,708 $324.51 M Q1 2026
0.19% Reduce -8.8% 1,633,657 $150.41 M Q1 2026
1.15% Reduce -2.8% 496,860 $45.75 M Q1 2026
0.72% Reduce -24.7% 262,495 $24.17 M Q1 2026
0.06% Add 24.0% 259,898 $23.93 M Q1 2026
0.02% Add 429.4% 136,559 $12.57 M Q1 2026
0.04% Add 5.0% 131,028 $12.06 M Q1 2026
0.03% New Buy 80,242 $7.39 M Q1 2026
0.01% Add 4.6% 20,552 $1.89 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form