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UAL United Airlines

Industrials, filed as UNITED AIRLS HLDGS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 6 Owners
  • #233
  • Max 5.3%
  • Master 0.14%
  • $2.5B
  • 1 new 1 add 1 reduce 3 small

In 2026 Q2 Polen Capital Management opened a position in United Airlines, Stanley Druckenmiller added, and Senator Investment Group trimmed.

Who owns this now

Largest portfolio weights among holders, up to 5.3% (Senator Investment Group). Not free-float ownership.

  1. Senator Investment Group Reduce 5.3%
  2. Samantha Mclemore Reduce 3.3%
  3. Stanley Druckenmiller Add 2.1%
  4. Lewis Sanders Reduce 2.1%
  5. Glenview Capital Management Reduce 1.2%
  6. Polen Capital Management New 0.01%

Who owns UAL

Sorted by value, long equity only, as of 2026 Q2.

History
Lewis Sanders, Sanders Capital 2.1% Small trim −1.2% 15,027,948 $2B History
Senator Investment Group 5.3%, was 6.1% Reduce −24.8% 1,075,439 $146M History
Stanley Druckenmiller, Duquesne Family Office 2.1%, was 0.71% Add +202.8% 794,795 $108M History
Samantha Mclemore, Patient Capital Management 3.3% Small trim −0.1% 731,523 $99M History
Glenview Capital Management 1.2% Small trim −0.4% 494,736 $67M History
Polen Capital Management 0.01% New 0.01% 5,277 $718K History

6 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by UAL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All UAL insider trades
  • None no insider bought on the open market
  • $33.2M sold by 5 insiders outside a trading plan
  • $20.2M sold by 2 insiders under 10b5-1 plans
  1. Andrew P Nocella EVP & Chief Commercial Officer
    Sale
    $585K 5,000 shares at $117.00 2.3% of stake
    Traded Aug 25 Filed Aug 27
    ↗
  2. Michael D. Leskinen CFO
    Planned sale
    $1.3M 10,000 shares at $128.19 17% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  3. Andrew P Nocella EVP & Chief Commercial Officer
    Sale
    $397K 3,000 shares at $132.30 1.3% of stake
    Traded Aug 4 Filed Aug 5
    ↗
  4. Torbjorn J Enqvist EVP & Chief Operations Officer
    Sale
    $2.4M 20,000 shares at $119.91 15% of stake
    Traded Jul 24 Filed Jul 28
    ↗
  5. Andrew P Nocella EVP & Chief Commercial Officer
    Sale
    $506K 4,200 shares at $120.48 1.8% of stake
    Traded Jul 28 Filed Jul 28
    ↗
  6. Brett J Hart President
    Sale
    $3.6M 30,108 shares at $120.72 7.5% of stake
    Traded Jul 28 Filed Jul 28
    ↗
  7. J Scott Kirby CEO
    Sale
    $18.8M 159,321 shares at $118.05 17% of stake
    Traded Jul 21 Filed Jul 21
    ↗
  8. J Scott Kirby CEO
    Planned sale
    $6M 49,381 shares at $121.29 5.8% of stake
    Traded Jun 15–16 Filed Jun 17
    ↗
  9. Kate Gebo EVP HR and Labor Relations
    Sale
    $4.2M 40,000 shares at $105.43
    Traded May 26 Filed May 28
    ↗
  10. Andrew P Nocella EVP & Chief Commercial Officer
    Sale
    $631K 7,000 shares at $90.19 3.1% of stake
    Traded May 1 Filed May 5
    ↗
  11. Brett J Hart President
    Sale
    $2M 19,000 shares at $106.45 6.7% of stake
    Traded Feb 2 Filed Feb 4
    ↗
  12. J Scott Kirby CEO
    Planned sale
    $12.9M 120,000 shares at $107.87 15% of stake
    Traded Dec 3, 2025 Filed Dec 3, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises, 23 share withholdings for taxes, 14 stock grants, 8 gifts, and 1 sale back to the company.

Congress

1 member of Congress traded UAL in the last three years: 1 buy and 1 sale. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Feb 10 filed Mar 9
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Dec 19, 2025 filed Jan 12

SEC filings

Recent issuer filings from EDGAR, 6 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 9 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $53.72B $57.06B $59.07B
Net income $2.62B $3.15B $3.35B
Net margin * 4.9% 5.5% 5.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $18.49B $18.88B $16.86B
Total non-current assets * $52.62B $55.2B $59.59B
Total assets $71.1B $74.08B $76.45B
Total current liabilities $22.2B $23.31B $26.13B
Total non-current liabilities — $38.09B $35.03B
Total equity $9.32B $12.68B $15.28B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $6.91B $9.44B $8.43B
Cash from investing -$6.11B -$2.65B -$6.35B
Cash from financing -$1.89B -$4.18B -$4.94B
Net change in cash -$1.09B $2.61B -$2.86B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.