United Airlines Holdings, Inc.
MX ˙ BMV ˙ US9100471096
SecurityMX:UAL / United Airlines Holdings, Inc.
InstitutionCapital Advisors, Ltd. LLC
Latest Disclosed Ownership39 shares
Latest Disclosed Value $ 4
Capital Advisors, Ltd. LLC reports 2.63% increase in ownership of UAL / United Airlines Holdings, Inc.

On April 16, 2026 - Capital Advisors, Ltd. LLC filed a 13F-HR form disclosing ownership of 39 shares of United Airlines Holdings, Inc. (MX:UAL) valued at $4 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 38 shares of United Airlines Holdings, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F UNITED AIRLS HLDGS COM 910047109 39 1 2.63 0 0.0005
2026-01-21 2025-12-31 13F UNITED AIRLS HLDGS COM 910047109 38 0 0.00 0 0.0005
2025-10-16 2025-09-30 13F UNITED AIRLS HLDGS COM 910047109 38 0 0.00 0 0.0005
2025-07-24 2025-06-30 13F UNITED AIRLS HLDGS COM 910047109 38 -12 -24.00 0 0.0004
2025-04-15 2025-03-31 13F UNITED AIRLS HLDGS COM 910047109 50 0 0.00 0 0.0004
2025-02-04 2024-12-31 13F UNITED AIRLS HLDGS COM 910047109 50 13 35.14 0 0.0006
2024-10-24 2024-09-30 13F UNITED AIRLS HLDGS COM 910047109 37 -12 -24.49 0 0.0002
2024-07-25 2024-06-30 13F UNITED AIRLS HLDGS COM 910047109 49 -8 -14.04 0 0.0003
2024-04-18 2024-03-31 13F UNITED AIRLS HLDGS COM 910047109 57 31 119.23 0 0.0004
2024-02-02 2023-12-31 13F UNITED AIRLS HLDGS COM 910047109 26 -54 -67.50 0 0.0001
2023-10-27 2023-09-30 13F UNITED AIRLS HLDGS COM 910047109 80 -7 -8.05 0 0.0005
2023-07-26 2023-06-30 13F UNITED AIRLS HLDGS COM 910047109 87 9 11.54 0 0.0007
2023-05-03 2023-03-31 13F UNITED AIRLS HLDGS COM 910047109 78 -48 -38.10 0 0.0005
2023-02-07 2022-12-31 13F UNITED AIRLS HLDGS COM 910047109 126 -150 -54.35 0 -100.00 0.0009
2022-11-09 2022-09-30 13F UNITED AIRLS HLDGS COM 910047109 276 26 10.40 9 0.00 0.0018
2022-08-05 2022-06-30 13F UNITED AIRLS HLDGS COM 910047109 250 0 0.00 9 -25.00 0.0017
2022-05-09 2022-03-31 13F UNITED AIRLS HLDGS COM 910047109 250 -12 -4.58 12 9.09 0.0020
2022-02-08 2021-12-31 13F UNITED AIRLS HLDGS COM 910047109 262 12 4.80 11 -8.33 0.0018
2021-11-12 2021-09-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 12 -7.69 0.0021
2021-08-10 2021-06-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 13 -7.14 0.0023
2021-05-13 2021-03-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 14 27.27 0.0026
2021-02-10 2020-12-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 11 22.22 0.0024
2020-11-03 2020-09-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 9 0.00 0.0022
2020-08-06 2020-06-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 9 12.50 0.0024
2020-05-08 2020-03-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 8 -63.64 0.0025
2020-02-03 2019-12-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 22 0.00 0.0056
2019-10-23 2019-09-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 22 0.00 0.0061
2019-07-31 2019-06-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 22 10.00 0.0062
2019-05-01 2019-03-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 20 -4.76 0.0054
2019-01-29 2018-12-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 21 -4.55 0.0062
2018-10-24 2018-09-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 22 29.41 0.0062
2018-07-20 2018-06-30 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 17 0.00 0.0053
2018-04-23 2018-03-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 17 0.00 0.0055
2018-01-16 2017-12-31 13F UNITED CONTL HLDGS COM 910047109 250 0 0.00 17 13.33 0.0056
2017-10-25 2017-09-30 13F UNITED CONTL HLDGS COM 910047109 250 250 15 0.0053
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.