- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Feb 2024
- latest of these filings; the earliest 13 Feb 2024
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 5 listed it in both
- Shares listed
- 23,112,666
- combined, among listed positions
- Reported value
- $954m
- combined, at the quarter end
Among the 93 comparable managers: 6 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing UAL in Q4 2023
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Capital World Investors | 11,313,588 | $467m | 0.08% | Trimmed | -621,794 | 13 Feb 2024 (the filing on sec.gov) |
| Citadel Advisors LLC | 4,687,767 | $193m | under 0.1% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Point72 Asset Management LP | 2,724,411 | $112m | 0.27% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,751,396 | $72m | 0.11% | Trimmed | -1,860,600 | 13 Feb 2024 (the filing on sec.gov) |
| Arrowstreet Capital LP | 744,672 | $31m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| AQR Capital Management LLC | 691,131 | $29m | 0.05% | Trimmed | -1,081,776 | 14 Feb 2024 (the filing on sec.gov) |
| Man Group PLC | 402,195 | $17m | under 0.1% | Trimmed | -814,354 | 14 Feb 2024 (the filing on sec.gov) |
| Schonfeld Strategic Advisors LLC | 356,958 | $15m | 0.10% | Added | n.a. | 14 Feb 2024 (the filing on sec.gov) |
| Tudor Investment Corp | 199,276 | $8.2m | 0.07% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Bridgewater Associates LP | 196,976 | $8.1m | under 0.1% | New | new | 14 Feb 2024 (the filing on sec.gov) |
| Quantbot Technologies LP | 44,296 | $1.8m | 0.11% | Trimmed | -58,522 | 14 Feb 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPnew position · 744,672 shares now+744,672
- Tudor Investment Corpnew position · 199,276 shares now+199,276
- Bridgewater Associates LPnew position · 196,976 shares now+196,976
Reductions
- Renaissance Technologies LLCexisting position · 1,751,396 shares now-1,860,600
- AQR Capital Management LLCexisting position · 691,131 shares now-1,081,776
- Man Group PLCexisting position · 402,195 shares now-814,354
- Capital World Investorsexisting position · 11,313,588 shares now-621,794
- Quantbot Technologies LPexisting position · 44,296 shares now-58,522
New positions and exits
New (3)
Exited (2)
- Balyasny Asset Management LLCwas $130m
- Hudson Bay Capital Management LPwas $13m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 17 | $4.5bn | n.a. | n.a. |
| Q3 2013 | 15 | $4.4bn | n.a. | n.a. |
| Q4 2013 | 17 | $5.6bn | n.a. | n.a. |
| Q1 2014 | 19 | $6.0bn | n.a. | n.a. |
| Q2 2014 | 16 | $4.7bn | n.a. | n.a. |
| Q3 2014 | 18 | $4.6bn | n.a. | n.a. |
| Q4 2014 | 23 | $7.1bn | n.a. | n.a. |
| Q1 2015 | 26 | $7.5bn | n.a. | n.a. |
| Q2 2015 | 24 | $4.7bn | n.a. | n.a. |
| Q3 2015 | 20 | $4.5bn | n.a. | n.a. |
| Q4 2015 | 21 | $4.2bn | n.a. | n.a. |
| Q1 2016 | 22 | $4.1bn | n.a. | n.a. |
| Q2 2016 | 18 | $2.1bn | n.a. | n.a. |
| Q3 2016 | 24 | $2.8bn | n.a. | n.a. |
| Q4 2016 | 21 | $5.1bn | n.a. | n.a. |
| Q1 2017 | 21 | $4.6bn | n.a. | n.a. |
| Q2 2017 | 24 | $5.5bn | n.a. | n.a. |
| Q3 2017 | 20 | $4.3bn | n.a. | n.a. |
| Q4 2017 | 18 | $5.5bn | n.a. | n.a. |
| Q1 2018 | 20 | $4.9bn | n.a. | n.a. |
| Q2 2018 | 16 | $4.2bn | n.a. | n.a. |
| Q3 2018 | 21 | $5.9bn | n.a. | n.a. |
| Q4 2018 | 21 | $5.6bn | n.a. | n.a. |
| Q1 2019 | 26 | $5.0bn | n.a. | n.a. |
| Q2 2019 | 19 | $5.2bn | n.a. | n.a. |
| Q3 2019 | 23 | $5.9bn | n.a. | n.a. |
| Q4 2019 | 27 | $5.6bn | n.a. | n.a. |
| Q1 2020 | 12 | $1.5bn | n.a. | n.a. |
| Q2 2020 | 8 | $362m | n.a. | n.a. |
| Q3 2020 | 8 | $219m | n.a. | n.a. |
| Q4 2020 | 13 | $720m | n.a. | n.a. |
| Q1 2021 | 16 | $1.6bn | n.a. | n.a. |
| Q2 2021 | 10 | $816m | n.a. | n.a. |
| Q3 2021 | 8 | $387m | n.a. | n.a. |
| Q4 2021 | 8 | $351m | n.a. | n.a. |
| Q1 2022 | 9 | $680m | n.a. | n.a. |
| Q2 2022 | 12 | $661m | n.a. | n.a. |
| Q3 2022 | 7 | $322m | n.a. | n.a. |
| Q4 2022 | 11 | $737m | n.a. | n.a. |
| Q1 2023 | 13 | $930m | n.a. | n.a. |
| Q2 2023 | 18 | $1.8bn | n.a. | n.a. |
| Q3 2023 | 11 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 11 | $954m | 6 | 7 |
| Q1 2024 | 16 | $1.6bn | 12 | 5 |
| Q2 2024 | 15 | $1.6bn | 9 | 9 |
| Q3 2024 | 14 | $1.7bn | 8 | 6 |
| Q4 2024 | 22 | $3.6bn | 15 | 8 |
| Q1 2025 | 18 | $1.6bn | 14 | 5 |
| Q2 2025 | 21 | $2.4bn | 13 | 9 |
| Q3 2025 | 21 | $4.0bn | 16 | 6 |
| Q4 2025 | 30 | $5.3bn | 28 | 14 |
| Q1 2026 | 24 | $4.9bn | 20 | 24 |
| Q2 2026 | 27 | $8.4bn | 23 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
UAL and KLAC →UAL and GE →UAL and LRCX →Choose a stock to compare with UAL →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own UAL, latest filings →Back to the 13F Explorer →