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Wheels Up Experience (UP) Institutional Ownership

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$1.60 +0.03 (+1.58%)
Closing price 05/15/2025 03:59 PM Eastern
Extended Trading
$1.60 0.00 (-0.31%)
As of 07:12 AM 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)
$8.33M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.29M
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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
5/15/2025 Kore Advisors LP23,632,265$23.87M20.6%-1.6%3.382%
5/12/2025 Nuveen LLC147,024$148K0.0%N/A0.021%
5/9/2025 Deutsche Bank AG73,593$74K0.0%+69.0%0.011%
5/9/2025 Charles Schwab Investment Management Inc.784,050$792K0.0%-2.4%0.112%
4/22/2025 EWA LLC42,751$43K0.0%N/A0.006%
4/16/2025 Byrne Asset Management LLC26,931$27K0.0%N/A0.004%
2/17/2025 ProShare 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%
2/17/2025 BNP Paribas Financial Markets120,822$199K0.0%N/A0.017%
2/14/2025 Northern Trust Corp840,804$1.39M0.0%+10.7%0.120%
2/14/2025 Hsbc Holdings PLC21,775$35K0.0%+97.3%0.003%
2/14/2025 First 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%
2/13/2025 Wells Fargo & Company MN43,147$71K0.0%+49.6%0.006%
2/12/2025 Geode Capital Management LLC1,978,652$3.27M0.0%+0.7%0.284%
2/12/2025 CIBC Private Wealth Group LLC75,025$119K0.0%+48,303.2%0.011%
2/10/2025 Corient Private Wealth LLC205,567$339K0.0%N/A0.029%
2/4/2025 Bank of New York Mellon Corp192,891$318K0.0%-5.9%0.028%
1/17/2025 SG Americas Securities LLC48,527$80K0.0%+110.7%0.007%
11/19/2024Barclays PLC127,939$309K0.0%+320.8%0.018%
11/16/2024 Geode 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%
11/15/2024 Stifel Financial Corp16,884$41K0.0%N/A0.002%
11/15/2024 Kore 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%
11/12/2024 Charles 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%
10/21/2024 Koss Olinger Consulting LLC10,765$26K0.0%N/A0.002%
10/3/2024 SG Americas Securities LLC23,032$56K0.0%N/A0.003%
8/15/2024The Manufacturers Life Insurance Company117,772$223K0.0%+44.4%0.017%
8/9/2024 Renaissance Technologies LLC15,000$28K0.0%N/A0.002%
8/1/2024 Rhumbline Advisers87,332$165K0.0%+15,329.7%0.013%
8/1/2024 CIBC Asset Management Inc19,555$37K0.0%N/A0.003%
7/26/2024 Instrumental Wealth LLC126,595$239K0.2%-33.1%0.018%
7/26/2024 Bank of New York Mellon Corp264,377$500K0.0%+1,399.2%0.038%
5/29/2024 Instrumental Wealth LLC189,268$545K0.2%+21.1%0.027%
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5/10/2024 Vanguard Group Inc.4,913,264$14.10M0.0%-1.8%0.705%
5/7/2024 Capital Square LLC14,140$41K0.0%N/A0.002%
5/7/2024 Susquehanna Fundamental Investments LLC23,387$67K0.0%N/A0.003%
5/2/2024 Fifth Lane Capital LP15,552$45K0.0%N/A0.002%
4/18/2024 CCG Wealth Management LLC100,000$287K0.2%N/A0.014%
4/17/2024 Cannon Global Investment Management LLC50,500$145K0.4%N/A0.007%
4/10/2024 CVA Family Office LLC60,850$175K0.0%N/A0.009%
3/25/2024 Quadrature Capital Ltd10,060$34K0.0%N/A0.001%
2/13/2024Tower Research Capital LLC TRC23,279$80K0.0%N/A0.014%
2/9/2024 Kore Advisors LP25,816,921$88.55M24.1%N/A15.477%
2/7/2024 Wealthspire Advisors LLC11,879$41K0.0%-26.2%0.007%
2/5/2024 Victory Capital Management Inc.11,116$38K0.0%N/A0.007%
1/31/2024 American Financial Advisors LLC10,000$34K0.0%N/A0.006%
1/25/2024 Instrumental Wealth LLC156,305$531K0.6%+315.6%0.094%
1/24/2024 Stratos 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%
11/8/2023 Vanguard Personalized Indexing Management LLC17,882$37K0.0%N/A0.070%
10/24/2023 Stratos Wealth Partners LTD.18,265$38K0.0%N/A0.072%
10/18/2023 Instrumental Wealth LLC37,606$78K0.1%N/A0.148%
10/18/2023 UMB Bank n.a.26,660$55K0.0%N/A0.105%
8/11/2023 Delta 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%
8/1/2023 Cookson Peirce & Co. Inc.30,000$35K0.0%N/A0.119%
7/18/2023 Arcus Capital Partners LLC24,495$29K0.0%-90.0%0.097%
5/15/2023 Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023 Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.464,513$294K0.0%+123.1%0.185%
4/28/2023 SG Americas Securities LLC90,930$58K0.0%+73.2%0.036%
4/20/2023 Stonegate Investment Group LLC961,735$609K0.0%+12.7%0.383%
4/20/2023 Pennsylvania Capital Management Inc. ADV161,169$102K0.0%N/A0.064%
3/23/2023 MetLife Investment Management LLC36,212$37K0.0%-60.0%0.015%
3/6/2023 Rockefeller Capital Management L.P.483,740$497K0.0%+3.2%0.195%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.208,220$214K0.0%N/A0.084%
2/10/2023 Franklin Resources Inc.2,837,152$2.92M0.0%-59.8%1.146%
2/10/2023 Capital Square LLC64,900$67K0.1%+71.2%0.026%
2/10/2023 Financial Partners Group LLC50,000$52K0.0%N/A0.020%
2/9/2023 First Eagle Investment Management LLC460,392$474K0.0%N/A0.186%
2/9/2023MAI Capital Management101,371$104K0.0%+25.7%0.041%
2/8/2023 Cambridge Investment Research Advisors Inc.45,860$47K0.0%-36.3%0.019%
2/8/2023 Russell Investments Group Ltd.133,799$138K0.0%N/A0.054%
2/7/2023 Moors & Cabot Inc.18,600$86K0.0%-36.1%0.008%
2/1/2023 Bank of Montreal Can114,176$119K0.0%+276.3%0.046%
1/31/2023 Cookson Peirce & Co. Inc.50,000$52K0.0%N/A0.020%
1/30/2023 Annex Advisory Services LLC184,723$190K0.0%N/A0.075%
1/24/2023 Stonegate Investment Group LLC853,680$879K0.0%+950.3%0.345%
1/20/2023 Avestar Capital LLC52,000$54K0.0%+26.8%0.021%
1/19/2023 Conservest Capital Advisors Inc.46,039$47K0.0%-20.0%0.019%
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1/10/2023 Gries Financial LLC38,587$40K0.0%N/A0.016%
11/7/2022 Capital Planning LLC43,635$50K0.0%N/A0.018%
11/7/2022 Virtu Financial LLC53,042$61K0.0%N/A0.022%
11/4/2022 Commerce Bank100,000$115K0.0%N/A0.041%
11/4/2022 Prudential Financial Inc.74,965$86K0.0%+19.8%0.031%
11/4/2022 Independent Advisor Alliance367,257$422K0.0%+7.0%0.150%
11/3/2022Creative Planning91,087$105K0.0%+60.7%0.037%
11/3/2022Barclays PLC129,432$149K0.0%+64.4%0.053%
11/2/2022 Rockefeller Capital Management L.P.468,740$538K0.0%+4.0%0.192%
11/1/2022 Kestra Advisory Services LLC90,088$104K0.0%-17.2%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, 55 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 UP's institutional investors.

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

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

Which institutional investors have been buying Wheels Up Experience stock?

Of the 48 institutional investors that purchased Wheels Up Experience 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 91,363,614 shares in the last 24 months. This purchase volume represents approximately $224.16M in transactions.

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

Of the 13 institutional investors that sold Wheels Up Experience stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Delta Air Lines Inc. ($46.80M), Kore Advisors LP ($602.84K), Arcus Capital Partners LLC ($220.47K), Nuveen Asset Management LLC ($107.88K), Vanguard Group Inc. ($91.09K), Lido Advisors LLC ($70.79K), and Instrumental Wealth LLC ($62.67K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 48,021,548 shares in the last 24 months. This volume of shares sold represents approximately $56.67M in transactions.


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This page (NYSE:UP) was last updated on 5/16/2025 by MarketBeat.com Staff
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