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Wheels Up Experience (UP) Institutional Ownership

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$1.13 +0.02 (+1.80%)
Closing price 03:56 PM Eastern
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$1.13 +0.00 (+0.35%)
As of 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Wheels Up Experience (NYSE:UP)

Current
Institutional Ownership
Percentage
98.20%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$8.39M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.49M
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UP Institutional Buying and Selling by Quarter

Wheels Up Experience Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.164,858$167K0.0%-37.8%0.024%
5/16/2025Goldman Sachs Group Inc.164,858$167K0.0%-37.8%0.024%
5/16/2025AQR Capital Management LLC154,758$156K0.0%N/A0.022%
5/15/2025Kore Advisors LP23,632,265$23.87M20.6%-1.6%3.382%
5/12/2025Nuveen LLC147,024$148K0.0%N/A0.021%
5/9/2025Deutsche Bank AG73,593$74K0.0%+69.0%0.011%
5/9/2025Charles Schwab Investment Management Inc.784,050$792K0.0%-2.4%0.112%
4/22/2025EWA LLC42,751$43K0.0%N/A0.006%
4/16/2025Byrne Asset Management LLC26,931$27K0.0%N/A0.004%
2/17/2025ProShare Advisors LLC25,258$42K0.0%-25.5%0.004%
2/17/2025Nuveen Asset Management LLC147,024$243K0.0%-42.3%0.021%
2/17/2025Focus Partners Wealth66,879$110K0.0%N/A0.010%
2/17/2025Bank of America Corp DE73,560$121K0.0%+72.5%0.011%
2/17/2025BNP Paribas Financial Markets120,822$199K0.0%N/A0.017%
2/14/2025Northern Trust Corp840,804$1.39M0.0%+10.7%0.120%
2/14/2025Hsbc Holdings PLC21,775$35K0.0%+97.3%0.003%
2/14/2025First Trust Advisors LP766,168$1.26M0.0%N/A0.110%
2/13/2025Marshall Wace LLP69,807$115K0.0%N/A0.010%
2/13/2025Barclays PLC142,056$234K0.0%+11.0%0.020%
2/13/2025Wells Fargo & Company MN43,147$71K0.0%+49.6%0.006%
2/12/2025Geode Capital Management LLC1,978,652$3.27M0.0%+0.7%0.284%
2/12/2025CIBC Private Wealth Group LLC75,025$119K0.0%+48,303.2%0.011%
2/10/2025Corient Private Wealth LLC205,567$339K0.0%N/A0.029%
2/4/2025Bank of New York Mellon Corp192,891$318K0.0%-5.9%0.028%
1/17/2025SG Americas Securities LLC48,527$80K0.0%+110.7%0.007%
11/19/2024Barclays PLC127,939$309K0.0%+320.8%0.018%
11/16/2024Geode Capital Management LLC1,965,280$4.76M0.0%+57.6%0.282%
11/15/2024Barclays PLC127,939$309K0.0%+320.8%0.018%
11/15/2024State Street Corp1,322,891$3.20M0.0%+41.9%0.190%
11/15/2024Stifel Financial Corp16,884$41K0.0%N/A0.002%
11/15/2024Kore Advisors LP25,608,638$61.97M17.8%-0.8%3.671%
11/13/2024The Manufacturers Life Insurance Company99,843$242K0.0%-15.2%0.014%
11/12/2024Charles Schwab Investment Management Inc.796,827$1.93M0.0%+277.2%0.114%
11/9/2024Intech Investment Management LLC36,233$88K0.0%N/A0.005%
10/21/2024Koss Olinger Consulting LLC10,765$26K0.0%N/A0.002%
10/3/2024SG Americas Securities LLC23,032$56K0.0%N/A0.003%
8/15/2024The Manufacturers Life Insurance Company117,772$223K0.0%+44.4%0.017%
8/9/2024Renaissance Technologies LLC15,000$28K0.0%N/A0.002%
8/1/2024Rhumbline Advisers87,332$165K0.0%+15,329.7%0.013%
8/1/2024CIBC Asset Management Inc19,555$37K0.0%N/A0.003%
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7/26/2024Instrumental Wealth LLC126,595$239K0.2%-33.1%0.018%
7/26/2024Bank of New York Mellon Corp264,377$500K0.0%+1,399.2%0.038%
5/29/2024Instrumental Wealth LLC189,268$545K0.2%+21.1%0.027%
5/10/2024Vanguard Group Inc.4,913,264$14.10M0.0%-1.8%0.705%
5/7/2024Capital Square LLC14,140$41K0.0%N/A0.002%
5/7/2024Susquehanna Fundamental Investments LLC23,387$67K0.0%N/A0.003%
5/2/2024Fifth Lane Capital LP15,552$45K0.0%N/A0.002%
4/18/2024CCG Wealth Management LLC100,000$287K0.2%N/A0.014%
4/17/2024Cannon Global Investment Management LLC50,500$145K0.4%N/A0.007%
4/10/2024CVA Family Office LLC60,850$175K0.0%N/A0.009%
3/25/2024Quadrature Capital Ltd10,060$34K0.0%N/A0.001%
2/13/2024Tower Research Capital LLC TRC23,279$80K0.0%N/A0.014%
2/9/2024Kore Advisors LP25,816,921$88.55M24.1%N/A15.477%
2/7/2024Wealthspire Advisors LLC11,879$41K0.0%-26.2%0.007%
2/5/2024Victory Capital Management Inc.11,116$38K0.0%N/A0.007%
1/31/2024American Financial Advisors LLC10,000$34K0.0%N/A0.006%
1/25/2024Instrumental Wealth LLC156,305$531K0.6%+315.6%0.094%
1/24/2024Stratos Wealth Partners LTD.15,265$52K0.0%-16.4%0.009%
1/16/2024Raymond James Financial Services Advisors Inc.10,583$36K0.0%N/A0.006%
11/15/2023Knighthead Capital Management LLC60,563,002$125.37M4.0%N/A238.625%
11/8/2023Pathstone Family Office LLC17,711$37K0.0%N/A0.070%
11/8/2023Vanguard Personalized Indexing Management LLC17,882$37K0.0%N/A0.070%
10/24/2023Stratos Wealth Partners LTD.18,265$38K0.0%N/A0.072%
10/18/2023Instrumental Wealth LLC37,606$78K0.1%N/A0.148%
10/18/2023UMB Bank n.a.26,660$55K0.0%N/A0.105%
8/11/2023Delta Air Lines Inc.5,200,099$6.08M1.9%-90.0%20.668%
8/9/2023Saltoro Capital LP77,912$91K0.1%N/A0.310%
8/9/2023Lido Advisors LLC21,442$25K0.0%-76.8%0.085%
8/1/2023Cookson Peirce & Co. Inc.30,000$35K0.0%N/A0.119%
7/18/2023Arcus Capital Partners LLC24,495$29K0.0%-90.0%0.097%
5/15/2023Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/10/2023Connor Clark & Lunn Investment Management Ltd.464,513$294K0.0%+123.1%0.185%
4/28/2023SG Americas Securities LLC90,930$58K0.0%+73.2%0.036%
4/20/2023Stonegate Investment Group LLC961,735$609K0.0%+12.7%0.383%
4/20/2023Pennsylvania Capital Management Inc. ADV161,169$102K0.0%N/A0.064%
3/23/2023MetLife Investment Management LLC36,212$37K0.0%-60.0%0.015%
3/6/2023Rockefeller Capital Management L.P.483,740$497K0.0%+3.2%0.195%
2/10/2023Connor Clark & Lunn Investment Management Ltd.208,220$214K0.0%N/A0.084%
2/10/2023Franklin Resources Inc.2,837,152$2.92M0.0%-59.8%1.146%
2/10/2023Capital Square LLC64,900$67K0.1%+71.2%0.026%
2/10/2023Financial Partners Group LLC50,000$52K0.0%N/A0.020%
2/9/2023First Eagle Investment Management LLC460,392$474K0.0%N/A0.186%
2/9/2023MAI Capital Management101,371$104K0.0%+25.7%0.041%
2/8/2023Cambridge Investment Research Advisors Inc.45,860$47K0.0%-36.3%0.019%
2/8/2023Russell Investments Group Ltd.133,799$138K0.0%N/A0.054%
2/7/2023Moors & Cabot Inc.18,600$86K0.0%-36.1%0.008%
2/1/2023Bank of Montreal Can114,176$119K0.0%+276.3%0.046%
1/31/2023Cookson Peirce & Co. Inc.50,000$52K0.0%N/A0.020%
1/30/2023Annex Advisory Services LLC184,723$190K0.0%N/A0.075%
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1/24/2023Stonegate Investment Group LLC853,680$879K0.0%+950.3%0.345%
1/20/2023Avestar Capital LLC52,000$54K0.0%+26.8%0.021%
1/19/2023Conservest Capital Advisors Inc.46,039$47K0.0%-20.0%0.019%
1/10/2023Gries Financial LLC38,587$40K0.0%N/A0.016%
11/7/2022Capital Planning LLC43,635$50K0.0%N/A0.018%
11/7/2022Virtu Financial LLC53,042$61K0.0%N/A0.022%
11/4/2022Commerce Bank100,000$115K0.0%N/A0.041%
11/4/2022Prudential Financial Inc.74,965$86K0.0%+19.8%0.031%
11/4/2022Independent Advisor Alliance367,257$422K0.0%+7.0%0.150%
11/3/2022Creative Planning91,087$105K0.0%+60.7%0.037%
(Data available from 1/1/2016 forward)

UP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UP shares?

During the previous two years, 56 institutional investors and hedge funds held shares of Wheels Up Experience. The most heavily invested institutionals were Knighthead Capital Management LLC ($125.37M), Kore Advisors LP ($23.87M), Vanguard Group Inc. ($14.10M), Delta Air Lines Inc. ($6.08M), Geode Capital Management LLC ($3.27M), State Street Corp ($3.20M), and Northern Trust Corp ($1.39M).Learn more on Wheels Up Experience's institutional investors.

What percentage of Wheels Up Experience's stock is owned by institutional investors?

98.20% of Wheels Up Experience's stock is owned by institutional investors. Learn more on UP's institutional investor holdings.

Which institutional investors have been buying Wheels Up Experience's stock?

Of the 48 institutional investors that purchased Wheels Up Experience's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Knighthead Capital Management LLC ($60.56M), Kore Advisors LP ($25.82M), First Trust Advisors LP ($766.17K), Geode Capital Management LLC ($731.78K), Charles Schwab Investment Management Inc. ($585.59K), State Street Corp ($390.41K), and Bank of New York Mellon Corp ($246.74K).

How much institutional buying is happening at Wheels Up Experience?

Institutional investors have bought a total of 4,276,526 shares in the last 24 months. This purchase volume represents approximately $8.39M in transactions.

Which of Wheels Up Experience's major shareholders have been selling company stock?

The following institutional investors have sold Wheels Up Experience stock in the last 24 months: Kore Advisors LP ($602.84K), Goldman Sachs Group Inc. ($200.79K), Nuveen Asset Management LLC ($107.88K), Instrumental Wealth LLC ($62.67K), Charles Schwab Investment Management Inc. ($19.13K), The Manufacturers Life Insurance Company ($17.93K), and Bank of New York Mellon Corp ($12K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 1,031,875 shares in the last 24 months. This volume of shares sold represents approximately $1.49M in transactions.


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This page (NYSE:UP) was last updated on 7/3/2025 by MarketBeat.com Staff
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