Free Trial
→ Stranded On The Flood Plains of History (From Porter & Company) (Ad)tc pixel Free UP Stock Alerts

Wheels Up Experience (UP) Institutional Ownership

Wheels Up Experience logo
$7.24 -0.58 (-7.35%)
Closing price 06/5/2026 03:59 PM Eastern
Extended Trading
$7.56 +0.31 (+4.29%)
As of 06/5/2026 07:57 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.
Compare

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)
9
Total
Institutional Outflows
(last 12 months)
$319.17M
Get UP Insider Trade Alerts

Want to know when executives and insiders are buying or selling Wheels Up Experience stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UP Institutional Buying and Selling by Quarter

Wheels Up Experience Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 WNY Asset Management LLC75,000$39K0.0%N/A0.207%
5/21/2026 J. Derek Lewis & Associates Inc.482,965$249K0.1%-10.9%1.333%
5/16/2026 Knighthead Capital Management LLC258,169,208$133.34M8.8%N/A712.781%
5/16/2026 Masters Capital Management LLC4,000,000$2.07M0.1%-20.0%11.044%
5/15/2026 OMERS ADMINISTRATION Corp209,900$108K0.0%-47.7%0.579%
5/13/2026 Cetera Investment Advisers179,603$93K0.0%+34.1%0.496%
5/13/2026 Kore Advisors LP15,194,884$7.85M8.5%+0.6%41.952%
4/23/2026 Inspire Investing LLC1,061,623$548K0.0%+35.9%0.147%
3/23/2026 J. Derek Lewis & Associates Inc.541,965$356K0.1%N/A0.075%
2/27/2026 Instrumental Wealth LLC234,221$155K0.1%+103.8%0.032%
2/26/2026 Alpine Global Management LLC268,016$176K0.0%N/A0.037%
2/18/2026 XTX Topco Ltd166,230$109K0.0%+1,465.0%0.023%
2/18/2026 Millennium Management LLC1,309,584$859K0.0%+1.1%0.181%
2/18/2026 Inspire Investing LLC780,918$513K0.0%+210.6%0.108%
2/17/2026 Cetera Investment Advisers133,942$88K0.0%+26.2%0.019%
2/16/2026 OMERS ADMINISTRATION Corp401,000$263K0.0%N/A0.056%
2/16/2026 Kore Advisors LP15,100,708$9.91M7.2%-11.2%2.092%
2/9/2026 Geode Capital Management LLC989,640$650K0.0%+3.2%0.137%
2/9/2026 Rooted Wealth Advisors Inc.45,041$30K0.0%+80.2%0.006%
11/21/2025 CIBC Bancorp USA Inc.75,025$138K0.0%N/A0.010%
11/17/2025 Kestra Private Wealth Services LLC13,650$25K0.0%N/A0.002%
11/17/2025Militia Capital Partners LP349,794$644K0.3%N/A0.048%
11/17/2025 Millennium Management LLC1,295,252$2.38M0.0%-28.5%0.179%
11/14/2025 Kore Advisors LP17,006,507$31.29M16.5%-26.9%2.434%
11/14/2025 Two Sigma Investments LP147,911$272K0.0%N/A0.021%
11/14/2025 Squarepoint Ops LLC21,975$40K0.0%-53.4%0.003%
11/13/2025 Arrowstreet Capital Limited Partnership305,419$562K0.0%+350.6%0.044%
11/10/2025 Clearstead Advisors LLC20,000$37K0.0%N/A0.003%
11/7/2025Vanguard Group Inc.3,614,924$6.65M0.0%+9.8%0.517%
11/7/2025 Unconventional Investor LLC16,666$31K0.0%N/A0.002%
11/3/2025 Valeo Financial Advisors LLC30,000$55K0.0%N/A0.004%
10/31/2025 WealthShield Partners LLC18,197$33K0.0%N/A0.003%
10/20/2025 Rooted Wealth Advisors Inc.25,000$49K0.0%N/A0.004%
10/15/2025 Inspire Investing LLC251,384$463K0.0%N/A0.036%
8/18/2025 Hudson Bay Capital Management LP23,626$25K0.0%N/A0.003%
8/15/2025 Tower Research Capital LLC TRC 89,340$96K0.0%+830.8%0.013%
8/15/2025 Hudson Bay Capital Management LP23,626$25K0.0%N/A0.003%
8/15/2025 Engineers Gate Manager LP37,585$40K0.0%N/A0.005%
8/15/2025 Beck Mack & Oliver LLC25,000$27K0.0%N/A0.004%
8/15/2025 Brevan Howard Capital Management LP160,727$172K0.0%N/A0.023%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/14/2025 Jane Street Group LLC742,723$795K0.0%N/A0.106%
8/14/2025 The Manufacturers Life Insurance Company 68,288$73K0.0%-34.0%0.010%
8/13/2025 Marshall Wace LLP207,927$222K0.0%N/A0.030%
8/13/2025 Arrowstreet Capital Limited Partnership67,780$73K0.0%N/A0.010%
8/13/2025 Kore Advisors LP23,257,134$24.89M27.4%-1.6%3.328%
8/12/2025 XTX Topco Ltd132,106$141K0.0%N/A0.019%
8/12/2025 Catalyst Funds Management Pty Ltd50,200$54K0.0%N/A0.007%
8/8/2025 Cetera Investment Advisers72,460$78K0.0%N/A0.010%
8/8/2025 Creative Planning23,471$25K0.0%N/A0.003%
8/8/2025 Geode Capital Management LLC954,580$1.02M0.0%-52.4%0.137%
8/1/2025 Y Intercept Hong Kong Ltd184,859$198K0.0%N/A0.026%
7/25/2025 CWM LLC24,880$27K0.0%+77.0%0.004%
7/25/2025 Vanguard Personalized Indexing Management LLC40,534$43K0.0%+197.7%0.006%
6/27/2025 Goldman 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%
How to claim a stake in SpaceX before the June 12 IPO (Ad)

SpaceX is expected to go public on June 12 - and for the first time, everyday investors may have a way in before the IPO. Jeff Brown, who identified Bitcoin, Tesla, and Nvidia before gains as high as 52,400%, 2,150%, and 32,000% respectively, is sharing the details on how to claim a stake in Elon Musk's company before it hits public markets.tc pixel

See exactly how to position yourself in SpaceX before June 12
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.

Of the 9 institutional investors that sold Wheels Up Experience's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 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), Goldman Sachs Group Inc. ($100.39K), and J. Derek Lewis & Associates Inc. ($59K).

Institutional investors have sold a total of 11,509,249 shares in the last 24 months. This volume of shares sold represents approximately $319.17M in transactions.


Related Companies

This page (NYSE:UP) was last updated on 6/6/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
BUY THIS: Claim a backdoor stake in SpaceX before June 12
SpaceX isn't public yet, but one trade available in a standard brokerage account could give you pre-IPO exposu...
Chaikin Analytics | Sponsoredtc pixel
Why is this free?
Simple Options Trading For Beginners normally sells for $29.97 - but right now Bill Poulos has opened a free w...
Profits Run | Sponsoredtc pixel
How to get into the SpaceX IPO before June 12
Former tech executive and angel investor Jeff Brown - who identified Bitcoin, Tesla, and Nvidia before their h...
Brownstone Research | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
One page of the SpaceX S-1 will move this stock overnight
When SpaceX files its S-1 in June, the SEC will require full disclosure of operating expenses - including powe...
Behind the Markets | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel