Stocklore

United Airlines Holdings (UAL)

Transportation · US stock

What changed in recent filings

  • Revenue +16% YoYQuarter ended Jun 30, 2026
  • Institutions — 5 new · 3 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding United Airlines Holdings

How many of the institutions we track reported holding this stock, quarter by quarter.

max 10
2019 Q1 · 52019 Q2 · 22019 Q3 · 32019 Q4 · 52020 Q1 · 32020 Q2 · 22020 Q3 · 32020 Q4 · 12021 Q1 · 32021 Q2 · 22021 Q3 · 22021 Q4 · 02022 Q1 · 22022 Q2 · 22022 Q3 · 22022 Q4 · 22023 Q1 · 22023 Q2 · 32023 Q3 · 12023 Q4 · 32024 Q1 · 32024 Q2 · 22024 Q3 · 12024 Q4 · 42025 Q1 · 52025 Q2 · 52025 Q3 · 32025 Q4 · 72026 Q1 · 52026 Q2 · 10
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 10 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold United Airlines Holdings

Institutions we track that reported holding this stock in their most recent 13F.

  • Point72 Asset Management0.27% of portfolio · since 2022 Q3
  • Glenview Capital Management1.23% of portfolio · since 2025 Q1
  • Tudor Investment Corp0.01% of portfolio · since 2025 Q4
  • Duquesne Family Office2.07% of portfolio · since 2025 Q4
  • Bridgewater Associates0.12% of portfolio · since 2026 Q1
  • Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.01% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)under 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.18% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management1.32% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The largest operator of a US hub-and-spoke air network, with transatlantic and transpacific international routes and premium seats as major revenue sources. Its results are sensitive to fuel prices and the economy.

What is the Transportation sector?

Air, ground transport, and logistics. Sensitive to oil prices and the economy.

United Airlines Holdings is classified under the Transportation sector. See peers below.

United Airlines Holdings key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

United Airlines Holdings vs Transportation sector benchmark

Median of 10 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
8.5%vs benchmark 5.8%↑ above
Operating margin
6.2%vs benchmark 6.2%↑ above
Net margin
5.6%vs benchmark 5.3%↑ above
ROE
21.9%vs benchmark 21.9%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

UAL revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-06-30 revenue was $17.7B, +16.0% YoY.

The largest segment is Passenger, 91.1% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Passenger segment (about 93% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

UAL segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Sep '24Mar '25Sep '25Jun '26
Passenger 91%Other products and services 6%Cargo and freight 3%

ETFs holding United Airlines Holdings

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
0.77%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
VTVVANGUARD VALUE INDEX FUND
0.17%
SPY
0.07%
VOOVANGUARD 500 INDEX FUND
0.07%
IVViShares Core S&P 500 ETF
0.07%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.06%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.06%

UAL on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Transportation average
See full UAL analysis →

Peers · Transportation

UAL FAQ

What is United Airlines Holdings (UAL)?

The largest operator of a US hub-and-spoke air network, with transatlantic and transpacific international routes and premium seats as major revenue sources. Its results are sensitive to fuel prices and the economy.

What sector is United Airlines Holdings in?

United Airlines Holdings is classified under Transportation. Air, ground transport, and logistics. Sensitive to oil prices and the economy.

What are United Airlines Holdings's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 8.5%, Operating margin 6.2%, Net margin 5.6%, ROE 21.9%, Debt-to-equity 1.45x. Definitions and interpretation are available on Stocklore.

What are United Airlines Holdings's main revenue segments?

The largest segment is Passenger, about 91.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze United Airlines Holdings (UAL) stock?

On Stocklore you can see UAL's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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