Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free UP Stock Alerts

Wheels Up Experience (UP) Institutional Ownership

Wheels Up Experience logo
$6.52 +1.48 (+29.37%)
Closing price 03:59 PM Eastern
Extended Trading
$6.50 -0.02 (-0.31%)
As of 07:48 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)
$131.48M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$316.98M
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
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%
2/26/2026Alpine 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%
2/18/2026 Inspire 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%
2/9/2026 Rooted Wealth Advisors Inc.45,041$30K0.0%+80.2%0.006%
11/21/2025CIBC Bancorp USA Inc.75,025$138K0.0%N/A0.010%
11/17/2025 Kestra Private Wealth Services LLC13,650$25K0.0%N/A0.002%
11/17/2025Militia Capital Partners LP349,794$644K0.3%N/A0.048%
11/17/2025Millennium 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%
10/31/2025 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%
8/18/2025Hudson 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%
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%
8/1/2025 Y 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%
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%
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%


UP Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UP shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Wheels Up Experience. The most heavily invested institutionals were Kore Advisors LP ($9.91M), Vanguard Group Inc. ($6.65M), State Street Corp ($3.20M), Northern Trust Corp ($1.39M), First Trust Advisors LP ($1.26M), Millennium Management LLC ($859K), and Jane Street Group LLC ($795K).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 60 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: 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), J. Derek Lewis & Associates Inc. ($541.97K), and OMERS ADMINISTRATION Corp ($401K).

How much institutional buying is happening at Wheels Up Experience?

Institutional investors have bought a total of 6,099,653 shares in the last 24 months. This purchase volume represents approximately $131.48M 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 ($8.93M), Geode Capital Management LLC ($1.05M), Millennium Management LLC ($516.18K), Goldman Sachs Group Inc. ($200.79K), The Manufacturers Life Insurance Company ($35.18K), Squarepoint Ops LLC ($25.14K), and Charles Schwab Investment Management Inc. ($19.13K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 10,773,230 shares in the last 24 months. This volume of shares sold represents approximately $316.98M in transactions.


Related Companies

This page (NYSE:UP) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel