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

United Airlines Holdings, Inc.

UAL Industrials
$109.82 +$3.33 (3.13%)
Market Cap: $35.65 B
Gurus Holding
10
Popularity Rank
#442
% of Shares Held
2.10%
Net Activity (Q2 2026)
+$18.62 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $750.21 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $18.62 M net inflow during the quarter.

Recent activity highlights Stanley Druckenmiller who increased their stake by 202.8%. Conversely, Paul Tudor Jones reduced exposure by 44.4%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$177.63 M
Total Buy Value
New Buys 2
Additions 3
-$159.01 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for United Airlines Holdings, Inc. (UAL)

Major holders include Cliff Asness ($357.84 M), Steven Cohen ($245.25 M), Stanley Druckenmiller ($108.08 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 6.83 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.62 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited UAL. The total reported sell value was $159.01 M.

Yes, 2 managers opened new positions in UAL, and 3 increased their existing holdings. The total reported buy value was $177.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.12% Reduce -28.5% 2,631,391 $357.84 M Q2 2026
0.27% Add 10.4% 1,803,428 $245.25 M Q2 2026
2.07% Add 202.8% 794,795 $108.08 M Q2 2026
1.23% Reduce -0.4% 494,736 $67.28 M Q2 2026
0.09% New Buy 465,763 $63.34 M Q2 2026
0.07% Reduce -5.9% 244,540 $33.25 M Q2 2026
0.12% Add 172.4% 218,601 $29.73 M Q2 2026
0.03% Reduce -22.1% 102,141 $13.89 M Q2 2026
0.01% Reduce -44.4% 75,871 $10.32 M Q2 2026
0.00% New Buy 1 $135 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form