United Airlines Holdings, Inc.
MX ˙ BMV ˙ US9100471096
SecurityMX:UAL / United Airlines Holdings, Inc.
InstitutionFirst Trust Advisors Lp
Latest Disclosed Ownership536,007 shares
Latest Disclosed Value $ 49,350,164
First Trust Advisors Lp reports 96.48% increase in ownership of UAL / United Airlines Holdings, Inc.

On May 13, 2026 - First Trust Advisors Lp filed a 13F-HR form disclosing ownership of 536,007 shares of United Airlines Holdings, Inc. (MX:UAL) valued at $49,350,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 272,811 shares of United Airlines Holdings, Inc.. This represents a change in shares of 96.48% during the quarter.

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)
2026-05-13 2026-03-31 13F UNITED AIRLS HLDGS COM 910047109 536,007 263,196 96.48 49,350 61.78 0.0352
2026-02-13 2025-12-31 13F UNITED AIRLS HLDGS COM 910047109 272,811 17,264 6.76 30,506 23.70 0.0222
2025-11-12 2025-09-30 13F UNITED AIRLS HLDGS COM 910047109 255,547 -37,033 -12.66 24,660 5.85 0.0183
2025-08-13 2025-06-30 13F UNITED AIRLS HLDGS COM 910047109 292,580 55,728 23.53 23,298 42.46 0.0187
2025-05-14 2025-03-31 13F UNITED AIRLS HLDGS COM 910047109 236,852 -523,383 -68.84 16,355 -77.85 0.0145
2025-02-13 2024-12-31 13F UNITED AIRLS HLDGS COM 910047109 760,235 52,317 7.39 73,819 82.75 0.0651
2024-11-13 2024-09-30 13F UNITED AIRLS HLDGS COM 910047109 707,918 -342,304 -32.59 40,394 -20.96 0.0385
2024-08-13 2024-06-30 13F UNITED AIRLS HLDGS COM 910047109 1,050,222 375,563 55.67 51,104 58.20 0.0521
2024-05-13 2024-03-31 13F UNITED AIRLS HLDGS COM 910047109 674,659 128,062 23.43 32,303 43.23 0.0328
2024-02-13 2023-12-31 13F UNITED AIRLS HLDGS COM 910047109 546,597 44,732 8.91 22,553 6.24 0.0246
2023-11-13 2023-09-30 13F UNITED AIRLS HLDGS COM 910047109 501,865 -2,352 -0.47 21,229 -23.27 0.0252
2023-08-14 2023-06-30 13F UNITED AIRLS HLDGS COM 910047109 504,217 193,373 62.21 27,666 101.15 0.0315
2023-05-15 2023-03-31 13F UNITED AIRLS HLDGS COM 910047109 310,844 187,592 152.20 13,755 196.04 0.0159
2023-02-09 2022-12-31 13F UNITED AIRLS HLDGS COM 910047109 123,252 -11,076 -8.25 4,647 6.32 0.0055
2022-11-14 2022-09-30 13F UNITED AIRLS HLDGS COM 910047109 134,328 95,720 247.93 4,370 219.68 0.0057
2022-08-12 2022-06-30 13F UNITED AIRLS HLDGS COM 910047109 38,608 -141,722 -78.59 1,367 -83.65 0.0017
2022-05-13 2022-03-31 13F UNITED AIRLS HLDGS COM 910047109 180,330 -350,251 -66.01 8,360 -64.01 0.0086
2022-02-08 2021-12-31 13F UNITED AIRLS HLDGS COM 910047109 530,581 95,391 21.92 23,229 12.21 0.0226
2021-11-15 2021-09-30 13F UNITED AIRLS HLDGS COM 910047109 435,190 62,733 16.84 20,702 6.29 0.0223
2021-10-12 2021-06-30 13F/A-1 UNITED AIRLS HLDGS COM 910047109 372,457 122,979 49.29 19,476 35.67 0.0211
2021-08-16 2021-06-30 13F UNITED AIRLS HLDGS COM 910047109 372,457 122,979 19,476 0.0202
2021-05-14 2021-03-31 13F UNITED AIRLS HLDGS COM 910047109 249,478 -20,684 -7.66 14,355 22.85 0.0174
2021-02-02 2020-12-31 13F UNITED AIRLS HLDGS COM 910047109 270,162 -650,917 -70.67 11,685 -63.49 0.0155
2020-11-05 2020-09-30 13F UNITED AIRLS HLDGS COM 910047109 921,079 373,376 68.17 32,007 68.85 0.0513
2020-07-22 2020-06-30 13F UNITED AIRLS HLDGS COM 910047109 547,703 222,939 68.65 18,956 85.01 0.0329
2020-05-06 2020-03-31 13F UNITED AIRLS HLDGS COM 910047109 324,764 -42,148 -11.49 10,246 -68.30 0.0232
2020-02-03 2019-12-31 13F UNITED AIRLINES HLDGS COM 910047109 366,912 17,314 4.95 32,321 4.57 0.0552
2019-11-04 2019-09-30 13F UNITED AIRLINES HLDGS COM 910047109 349,598 -2,273 -0.65 30,908 0.33 0.0582
2019-07-30 2019-06-30 13F UNITED CONTL HLDGS COM 910047109 351,871 69,065 24.42 30,806 36.54 0.0581
2019-06-19 2019-03-31 13F/A-1 UNITED CONTL HLDGS COM 910047109 282,806 -14,100 -4.75 22,562 -9.24 0.0449
2019-05-09 2019-03-31 13F UNITED CONTL HLDGS COM 910047109 282,806 -14,100 22,562
2019-02-07 2018-12-31 13F UNITED CONTL HLDGS COM 910047109 296,906 -236,350 -44.32 24,860 -47.65 0.0589
2018-10-25 2018-09-30 13F UNITED CONTL HLDGS COM 910047109 533,256 -4,695 -0.87 47,492 26.61 0.0884
2018-08-02 2018-06-30 13F UNITED CONTL HLDGS COM 910047109 537,951 -196,647 -26.77 37,511 -26.50 0.0778
2018-04-23 2018-03-31 13F UNITED CONTL HLDGS COM 910047109 734,598 -13,520 -1.81 51,033 1.21 0.1172
2018-02-08 2017-12-31 13F UNITED CONTL HLDGS COM 910047109 748,118 205,184 37.79 50,423 52.55 0.1200
2017-10-24 2017-09-30 13F UNITED CONTL HLDGS COM 910047109 542,934 -64,077 -10.56 33,054 -27.64 0.0850
2017-08-02 2017-06-30 13F UNITED CONTL HLDGS COM 910047109 607,011 115,602 23.52 45,678 31.59 0.1219
2017-05-02 2017-03-31 13F UNITED CONTL HLDGS COM 910047109 491,409 -245,311 -33.30 34,713 -35.35 0.0962
2017-02-06 2016-12-31 13F UNITED CONTL HLDGS COM 910047109 736,720 308,598 72.08 53,692 139.01 0.1598
2016-11-01 2016-09-30 13F UNITED CONTL HLDGS COM 910047109 428,122 155,010 56.76 22,464 100.41 0.0671
2016-08-04 2016-06-30 13F UNITED CONTL HLDGS COM 910047109 273,112 4,803 1.79 11,209 -30.21 0.0353
2016-05-10 2016-03-31 13F UNITED CONTL HLDGS COM 910047109 268,309 57,752 27.43 16,061 33.12 0.0516
2016-05-04 2015-12-31 13F/A-1 UNITED CONTL HLDGS COM 910047109 210,557 200,006 1,895.61 12,065 2,054.46 0.0313
2016-02-03 2015-12-31 13F UNITED CONTL HLDGS COM 910047109 210,557 12,065
2015-11-05 2015-09-30 13F UNITED CONTL HLDGS COM 910047109 10,551 -102,531 -90.67 560 -90.66 0.0016
2015-08-04 2015-06-30 13F UNITED CONTL HLDGS COM 910047109 113,082 -27,723 -19.69 5,994 -36.70 0.0156
2015-05-04 2015-03-31 13F UNITED CONTL HLDGS COM 910047109 140,805 -69,148 -32.93 9,469 -32.58 0.0278
2015-02-13 2014-12-31 13F UNITED CONTL HLDGS COM 910047109 209,953 97,765 87.14 14,044 167.56 0.0474
2014-11-12 2014-09-30 13F UNITED CONTL HLDGS COM 910047109 112,188 -331,040 -74.69 5,249 -71.16 0.0206
2014-08-11 2014-06-30 13F UNITED CONTL HLDGS COM 910047109 443,228 165,067 59.34 18,203 46.63 0.0756
2014-05-12 2014-03-31 13F UNITED CONTL HLDGS COM 910047109 278,161 278,161 441.27 12,414 686.69 0.0546
2014-08-08 2013-12-31 13F/A-1 UNITED CONTL HLDGS COM 910047109 0 -51,390 -100.00 0 -100.00
2013-11-12 2013-09-30 13F UNITED CONTL HLDGS COM 910047109 51,390 -45,103 -46.74 1,578 -47.73 0.0086
2013-08-12 2013-06-30 13F UNITED CONTL HLDGS COM 910047109 96,493 96,493 3,019 0.0196
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.