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Wheels Up Experience (UP) Institutional Ownership

Wheels Up Experience logo
$8.96 +0.08 (+0.84%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$8.93 -0.03 (-0.34%)
As of 07/2/2026 05:46 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
35
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$317.15M
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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
5/22/2026WNY Asset Management LLC75,000$39K0.0%N/A0.207%
5/21/2026J. Derek Lewis & Associates Inc.482,965$249K0.1%-10.9%1.333%
5/16/2026Knighthead Capital Management LLC258,169,208$133.34M8.8%N/A712.781%
5/16/2026Masters Capital Management LLC4,000,000$2.07M0.1%-20.0%11.044%
5/15/2026OMERS ADMINISTRATION Corp209,900$108K0.0%-47.7%0.579%
5/13/2026Cetera Investment Advisers179,603$93K0.0%+34.1%0.496%
5/13/2026Kore Advisors LP15,194,884$7.85M8.5%+0.6%41.952%
4/23/2026Inspire Investing LLC1,061,623$548K0.0%+35.9%0.147%
3/23/2026J. Derek Lewis & Associates Inc.541,965$356K0.1%N/A0.075%
2/27/2026Instrumental Wealth LLC234,221$155K0.1%+103.8%0.032%
2/26/2026Alpine Global Management LLC268,016$176K0.0%N/A0.037%
2/18/2026XTX Topco Ltd166,230$109K0.0%+1,465.0%0.023%
2/18/2026Millennium Management LLC1,309,584$859K0.0%+1.1%0.181%
2/18/2026Inspire Investing LLC780,918$513K0.0%+210.6%0.108%
2/17/2026Cetera Investment Advisers133,942$88K0.0%+26.2%0.019%
2/16/2026OMERS ADMINISTRATION Corp401,000$263K0.0%N/A0.056%
2/16/2026Kore Advisors LP15,100,708$9.91M7.2%-11.2%2.092%
2/9/2026Geode Capital Management LLC989,640$650K0.0%+3.2%0.137%
2/9/2026Rooted Wealth Advisors Inc.45,041$30K0.0%+80.2%0.006%
11/21/2025CIBC Bancorp USA Inc.75,025$138K0.0%N/A0.010%
11/17/2025Kestra Private Wealth Services LLC13,650$25K0.0%N/A0.002%
11/17/2025Militia Capital Partners LP349,794$644K0.3%N/A0.048%
11/17/2025Millennium Management LLC1,295,252$2.38M0.0%-28.5%0.179%
11/14/2025Kore Advisors LP17,006,507$31.29M16.5%-26.9%2.434%
11/14/2025Two Sigma Investments LP147,911$272K0.0%N/A0.021%
11/14/2025Squarepoint Ops LLC21,975$40K0.0%-53.4%0.003%
11/13/2025Arrowstreet Capital Limited Partnership305,419$562K0.0%+350.6%0.044%
11/10/2025Clearstead Advisors LLC20,000$37K0.0%N/A0.003%
11/7/2025Vanguard Group Inc.3,614,924$6.65M0.0%+9.8%0.517%
11/7/2025Unconventional Investor LLC16,666$31K0.0%N/A0.002%
11/3/2025Valeo Financial Advisors LLC30,000$55K0.0%N/A0.004%
10/31/2025WealthShield Partners LLC18,197$33K0.0%N/A0.003%
10/20/2025Rooted Wealth Advisors Inc.25,000$49K0.0%N/A0.004%
10/15/2025Inspire Investing LLC251,384$463K0.0%N/A0.036%
8/18/2025Hudson Bay Capital Management LP23,626$25K0.0%N/A0.003%
8/15/2025Tower Research Capital LLC TRC 89,340$96K0.0%+830.8%0.013%
8/15/2025Hudson Bay Capital Management LP23,626$25K0.0%N/A0.003%
8/15/2025Engineers Gate Manager LP37,585$40K0.0%N/A0.005%
8/15/2025Beck Mack & Oliver LLC25,000$27K0.0%N/A0.004%
8/15/2025Brevan Howard Capital Management LP160,727$172K0.0%N/A0.023%
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8/14/2025Jane Street Group LLC742,723$795K0.0%N/A0.106%
8/14/2025The Manufacturers Life Insurance Company 68,288$73K0.0%-34.0%0.010%
8/13/2025Marshall Wace LLP207,927$222K0.0%N/A0.030%
8/13/2025Arrowstreet Capital Limited Partnership67,780$73K0.0%N/A0.010%
8/13/2025Kore Advisors LP23,257,134$24.89M27.4%-1.6%3.328%
8/12/2025XTX Topco Ltd132,106$141K0.0%N/A0.019%
8/12/2025Catalyst Funds Management Pty Ltd50,200$54K0.0%N/A0.007%
8/8/2025Cetera Investment Advisers72,460$78K0.0%N/A0.010%
8/8/2025Creative Planning23,471$25K0.0%N/A0.003%
8/8/2025Geode Capital Management LLC954,580$1.02M0.0%-52.4%0.137%
8/1/2025Y Intercept Hong Kong Ltd184,859$198K0.0%N/A0.026%
7/25/2025CWM LLC24,880$27K0.0%+77.0%0.004%
7/25/2025Vanguard Personalized Indexing Management LLC40,534$43K0.0%+197.7%0.006%
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%
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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%
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%


UP Institutional Ownership - Frequently Asked Questions

During the previous two years, 66 institutional investors and hedge funds held shares of Wheels Up Experience. The most heavily invested institutionals were Knighthead Capital Management LLC ($133.34M), Kore Advisors LP ($7.85M), Vanguard Group Inc. ($6.65M), State Street Corp ($3.20M), Masters Capital Management LLC ($2.07M), Northern Trust Corp ($1.39M), and First Trust Advisors LP ($1.26M).Learn more on Wheels Up Experience's institutional investors.

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

Of the 61 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 ($258.17M), Inspire Investing LLC ($1.06M), First Trust Advisors LP ($766.17K), Geode Capital Management LLC ($762.51K), Jane Street Group LLC ($742.72K), Charles Schwab Investment Management Inc. ($585.59K), and J. Derek Lewis & Associates Inc. ($541.97K).

Institutional investors have bought a total of 264,151,858 shares in the last 24 months. This purchase volume represents approximately $2.71B in transactions.

The following institutional investors have sold Wheels Up Experience stock in the last 24 months: Kore Advisors LP ($8.53M), Geode Capital Management LLC ($1.05M), Masters Capital Management LLC ($1M), Millennium Management LLC ($516.18K), OMERS ADMINISTRATION Corp ($191.10K), J. Derek Lewis & Associates Inc. ($59K), and The Manufacturers Life Insurance Company ($35.18K).

Institutional investors have sold a total of 11,408,856 shares in the last 24 months. This volume of shares sold represents approximately $317.15M in transactions.


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This page (NYSE:UP) was last updated on 7/4/2026 by MarketBeat.com Staff.
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