Filing Research | UAL - UNITED AIRLINES HOLDINGS INC Institutional Holdings

Snapshot holdings

50 / 239 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	365.5KSH	$49.7M
2	Assenagon Asset Management S.A.	Shares	207.9KSH	$28.3M
3	FIRST CITIZENS BANK & TRUST CO	Shares	109.2KSH	$14.9M
4	Envestnet Portfolio Solutions, Inc.	Shares	102.1KSH	$13.9M
5	QRG CAPITAL MANAGEMENT, INC.	Shares	93.4KSH	$12.7M
6	Czech National Bank	Shares	92.4KSH	$12.6M
7	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	82.8KSH	$11.3M
8	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	71.7KSH	$9.7M
9	Mirae Asset Global Investments Co., Ltd.	Shares	70.9KSH	$9.6M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	72.6KSH	$8.8M
11	ASR Vermogensbeheer N.V.	Shares	62.9KSH	$8.6M
12	Police & Firemen's Retirement System of New Jersey	Shares	48.9KSH	$6.7M
13	BURNEY CO/	Shares	41.7KSH	$5.7M
14	Avanza Fonder AB	Shares	39.4KSH	$5.4M
15	Oxinas Partners, LLC	Shares	39.1KSH	$5.3M
16	Robeco Institutional Asset Management B.V.	Shares	35.0KSH	$4.8M
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	30.6KSH	$4.2M
18	Gradient Investments LLC	Shares	26.9KSH	$3.7M
19	Swedbank AB	Shares	26.6KSH	$3.6M
20	SVB WEALTH LLC	Shares	23.8KSH	$3.2M
21	Sequoia Financial Advisors, LLC	Shares	23.6KSH	$3.2M
22	Merit Financial Group, LLC	Shares	19.4KSH	$2.6M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	18.7KSH	$2.5M
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	18.1KSH	$2.5M
25	HARTFORD INVESTMENT MANAGEMENT CO	Shares	17.9KSH	$2.4M
26	GATEWAY INVESTMENT ADVISERS LLC	Shares	17.9KSH	$2.4M
27	Louisiana State Employees Retirement System	Shares	16.6KSH	$2.3M
28	IFM Investors Pty Ltd	Shares	13.9KSH	$1.9M
29	Crossmark Global Holdings, Inc.	Shares	13.3KSH	$1.8M
30	SBI Securities Co., Ltd.	Shares	13.3KSH	$1.8M
31	MIZUHO SECURITIES USA LLC	Shares	19.6KSH	$1.8M
32	GAMMA Investing LLC	Shares	12.6KSH	$1.7M
33	Retireful, LLC	Shares	10.9KSH	$1.5M
34	GC Wealth Management RIA, LLC	Shares	10.4KSH	$1.4M
35	Apollon Wealth Management, LLC	Shares	10.2KSH	$1.4M
36	Sowell Financial Services LLC	Shares	10.0KSH	$1.4M
37	Avidian Wealth Enterprises, LLC	Shares	9.8KSH	$1.3M
38	Prospera Financial Services Inc	Shares	9.5KSH	$1.3M
39	Sivia Capital Partners, LLC	Shares	9.2KSH	$1.3M
40	OLD NATIONAL BANCORP /IN/	Shares	9.0KSH	$1.2M
41	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	8.5KSH	$1.2M
42	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	8.0KSH	$1.1M
43	SEAMOUNT FINANCIAL GROUP INC	Shares	7.9KSH	$1.1M
44	IAMS WEALTH MANAGEMENT, LLC	Shares	7.5KSH	$1.0M
45	Farther Finance Advisors, LLC	Shares	7.3KSH	$998.8K
46	SECURIAN ASSET MANAGEMENT, INC	Shares	8.6KSH	$992.9K
47	PensionDanmark Pensionsforsikringsaktieselskab	Shares	7.0KSH	$949.3K
48	Avondale Wealth Management	Shares	6.9KSH	$938.3K
49	XML Financial, LLC	Shares	6.7KSH	$913.9K
50	SIGNATUREFD, LLC	Shares	6.7KSH	$907.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 259 loaded

#		Instrument
1	Douglas Lane & Associates, LLC trimmed	Shares	-11.2K	+$15.0M	$49.7M
2	ASR Vermogensbeheer N.V. new	Shares	+62.9K	+$8.6M	$8.6M
3	BURNEY CO/ new	Shares	+41.7K	+$5.7M	$5.7M
4	FIRST CITIZENS BANK & TRUST CO added	Shares	+4.4K	+$5.2M	$14.9M
5	Envestnet Portfolio Solutions, Inc. added	Shares	+4.7K	+$4.9M	$13.9M
6	QRG CAPITAL MANAGEMENT, INC. added	Shares	+5.6K	+$4.6M	$12.7M
7	Czech National Bank added	Shares	+4.3K	+$4.5M	$12.6M
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.6K	+$4.2M	$11.3M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+6.9K	+$3.7M	$9.6M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.8K	+$3.0M	$8.8M
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-3.7K	+$2.8M	$9.7M
12	Avanza Fonder AB added	Shares	+7.0K	+$2.4M	$5.4M
13	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.3K	+$2.0M	$6.7M
14	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+10.9K	+$1.8M	$2.4M
15	Sequoia Financial Advisors, LLC added	Shares	+4.9K	+$1.5M	$3.2M
16	Retireful, LLC new	Shares	+10.9K	+$1.5M	$1.5M
17	Oxinas Partners, LLC trimmed	Shares	-2.9K	+$1.5M	$5.3M
18	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.3K	+$1.2M	$4.2M
19	Gradient Investments LLC trimmed	Shares	-1.1K	+$1.1M	$3.7M
20	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+860	+$901.4K	$2.5M
21	Merit Financial Group, LLC trimmed	Shares	-701	+$786.5K	$2.6M
22	Apollon Wealth Management, LLC added	Shares	+3.6K	+$781.1K	$1.4M
23	IFM Investors Pty Ltd added	Shares	+1.8K	+$779.8K	$1.9M
24	Louisiana State Employees Retirement System added	Shares	+100	+$738.3K	$2.3M
25	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+4.2K	+$738.2K	$1.1M
26	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+4.6K	+$733.9K	$949.3K
27	SBI Securities Co., Ltd. added	Shares	+1.6K	+$732.8K	$1.8M
28	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-666	+$724.6K	$2.4M
29	J.W. COLE ADVISORS, INC. new	Shares	+5.2K	+$713.7K	$713.7K
30	SVB WEALTH LLC trimmed	Shares	-3.7K	+$709.4K	$3.2M
31	GAMMA Investing LLC added	Shares	+1.1K	+$659.1K	$1.7M
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-762	+$654.4K	$2.5M
33	Sowell Financial Services LLC added	Shares	+1.3K	+$560.8K	$1.4M
34	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+3.3K	+$545.1K	$757.3K
35	Venturi Wealth Management, LLC new	Shares	+4.0K	+$541.9K	$541.9K
36	Avidian Wealth Enterprises, LLC added	Shares	+1.2K	+$540.1K	$1.3M
37	Crossmark Global Holdings, Inc. trimmed	Shares	-637	+$526.3K	$1.8M
38	Canada Post Corp Registered Pension Plan added	Shares	+2.2K	+$459.3K	$795.0K
39	Prospera Financial Services Inc added	Shares	+230	+$437.6K	$1.3M
40	IAMS WEALTH MANAGEMENT, LLC added	Shares	+1.1K	+$427.9K	$1.0M
41	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+601	+$427.7K	$1.2M
42	GC Wealth Management RIA, LLC trimmed	Shares	-627	+$399.2K	$1.4M
43	Composition Wealth, LLC new	Shares	+2.8K	+$379.8K	$379.8K
44	FULTON BANK, N.A. added	Shares	+988	+$365.6K	$850.3K
45	Fideuram Asset Management (Ireland) dac new	Shares	+3.0K	+$358.9K	$358.9K
46	Aprio Wealth Management, LLC added	Shares	+1.3K	+$353.4K	$711.2K
47	Capstone Wealth Management, LLC new	Shares	+2.5K	+$344.2K	$344.2K
48	Tema ETFs LLC added	Shares	+580	+$342.4K	$895.0K
49	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.8K	+$342.2K	$551.9K
50	SEAMOUNT FINANCIAL GROUP INC trimmed	Shares	-49	+$341.7K	$1.1M

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