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CGC   6.88 (+6.01%)
DIS   113.02 (+0.07%)
AMC   2.77 (-7.05%)
PFE   25.41 (-0.04%)
PYPL   62.99 (-0.43%)
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QQQ   425.85 (+0.00%)
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GOOGL   155.10 (-0.24%)
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TSLA   149.30 (-3.96%)
NVDA   842.72 (+0.28%)
AMD   154.34 (+0.21%)
NIO   3.93 (+0.51%)
BABA   69.31 (+0.71%)
T   16.12 (+0.00%)
F   12.06 (+0.17%)
MU   117.44 (+0.95%)
GE   157.65 (+1.27%)
CGC   6.88 (+6.01%)
DIS   113.02 (+0.07%)
AMC   2.77 (-7.05%)
PFE   25.41 (-0.04%)
PYPL   62.99 (-0.43%)
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QQQ   425.85 (+0.00%)
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MSFT   407.65 (-1.02%)
META   504.01 (+1.99%)
GOOGL   155.10 (-0.24%)
AMZN   180.29 (-0.55%)
TSLA   149.30 (-3.96%)
NVDA   842.72 (+0.28%)
AMD   154.34 (+0.21%)
NIO   3.93 (+0.51%)
BABA   69.31 (+0.71%)
T   16.12 (+0.00%)
F   12.06 (+0.17%)
MU   117.44 (+0.95%)
GE   157.65 (+1.27%)
CGC   6.88 (+6.01%)
DIS   113.02 (+0.07%)
AMC   2.77 (-7.05%)
PFE   25.41 (-0.04%)
PYPL   62.99 (-0.43%)
XOM   118.99 (+0.30%)

Wheels Up Experience (UP) Institutional Ownership

$2.69
-0.05 (-1.82%)
(As of 10:09 AM ET)

Institutional Ownership Changes (13F Filings) for Wheels Up Experience (NYSE:UP)

Current
Institutional Ownership
Percentage
98.20%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$256.60M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$136.21M
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UP Institutional Buying and Selling by Quarter

Wheels Up Experience Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Cannon Global Investment Management LLC50,500$145K0.4%N/A0.007%
4/10/2024 CVA Family Office LLC60,850$175K0.0%N/A0.009%
3/25/2024Quadrature Capital Ltd10,060$34K0.0%N/A0.001%
3/11/2024Vanguard Group Inc.5,004,355$17.17M0.0%+504.2%3.000%
2/26/2024Virtu Financial LLC21,247$73K0.0%+42.8%0.013%
2/15/2024Barclays PLC192,000$659K0.0%N/A0.115%
2/15/2024Vanguard Group Inc.5,004,355$17.17M0.0%+504.2%3.000%
2/15/2024Baird Financial Group Inc.20,030$69K0.0%N/A0.012%
2/14/2024Pathstone Holdings LLC11,985$41K0.0%N/A0.007%
2/14/2024Quadrature Capital Ltd10,060$34K0.0%N/A0.006%
2/13/2024Northern Trust Corp87,614$301K0.0%+178.2%0.053%
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%
2/7/2024Dimensional Fund Advisors LP47,217$162K0.0%-8.3%0.028%
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%
11/14/2023Schonfeld Strategic Advisors LLC18,700$39K0.0%N/A0.074%
11/13/2023FMR LLC113,038$234K0.0%+11.1%0.445%
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%
8/15/2023Wells Fargo & Company MN42,472$50K0.0%-91.3%0.169%
8/15/2023Y Intercept Hong Kong Ltd80,517$94K0.0%N/A0.320%
8/15/2023Goldman Sachs Group Inc.54,427$64K0.0%-55.9%0.216%
8/14/2023State Street Corp62,787$73K0.0%-97.7%0.250%
8/14/2023Jefferies Financial Group Inc.159,135$186K0.0%-90.6%0.632%
8/11/2023Delta Air Lines Inc.5,200,099$6.08M1.9%-90.0%20.668%
8/11/2023Renaissance Technologies LLC258,170$302K0.0%-90.6%1.026%
8/11/2023BlackRock Inc.243,595$285K0.0%-98.2%0.968%
8/11/2023Geode Capital Management LLC161,496$189K0.0%-94.8%0.642%
8/11/2023Northern Trust Corp36,492$43K0.0%-97.4%0.145%
8/10/2023Charles Schwab Investment Management Inc.71,750$84K0.0%-93.8%0.285%
8/9/2023Saltoro Capital LP77,912$91K0.1%N/A0.310%
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8/9/2023Lido Advisors LLC21,442$25K0.0%-76.8%0.085%
8/3/2023Bank of New York Mellon Corp22,690$27K0.0%-96.7%0.090%
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%
5/18/2023New York State Common Retirement Fund42,654$27K0.0%-62.3%0.017%
5/17/2023Rockefeller Capital Management L.P.410,240$259K0.0%-15.2%0.163%
5/16/2023State Street Corp2,786,410$1.76M0.0%+2.0%1.109%
5/16/2023Squarepoint Ops LLC55,470$35K0.0%-77.3%0.022%
5/16/2023Geode Capital Management LLC3,134,894$1.98M0.0%+2.5%1.247%
5/15/2023Mill Creek Capital Advisors LLC146,336$93K0.0%-27.3%0.058%
5/15/2023Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023Renaissance Technologies LLC2,735,050$1.73M0.0%+45.5%1.088%
5/12/2023Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/12/2023BlackRock Inc.13,265,485$8.39M0.0%-0.8%5.279%
5/12/2023Franklin Resources Inc.2,735,545$1.73M0.0%-3.6%1.089%
5/11/2023FMR LLC4,048,784$2.56M0.0%-62.4%1.611%
5/10/2023Connor Clark & Lunn Investment Management Ltd.464,513$294K0.0%+123.1%0.185%
5/9/2023Bank of New York Mellon Corp687,984$435K0.0%+37.2%0.274%
5/4/2023Barclays PLC204,616$129K0.0%+23.3%0.081%
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%
2/16/2023Alliancebernstein L.P.141,141$145K0.0%N/A0.057%
2/15/2023CI Private Wealth LLC79,498$82K0.0%N/A0.032%
2/15/2023MetLife Investment Management LLC36,212$37K0.0%-60.0%0.015%
2/15/2023IHT Wealth Management LLC67,729$70K0.0%+26.5%0.027%
2/15/2023Patriot Investment Management Group Inc.69,305$91K0.0%N/A0.028%
2/15/2023Virtu Financial LLC63,269$65K0.0%+19.3%0.026%
2/15/2023Susquehanna Fundamental Investments LLC91,930$95K0.0%-29.6%0.037%
2/15/2023Squarepoint Ops LLC244,641$252K0.0%+1,266.7%0.099%
2/15/2023Morgan Stanley1,047,994$1.08M0.0%+44.3%0.423%
2/15/2023AQR Capital Management LLC202,111$208K0.0%-54.7%0.082%
2/14/2023Cetera Advisor Networks LLC66,236$68K0.0%N/A0.027%
2/14/2023Cetera Advisors LLC28,601$29K0.0%N/A0.012%
2/13/2023Charles Schwab Investment Management Inc.1,181,766$1.22M0.0%-2.5%0.477%
2/13/2023Panagora Asset Management Inc.254,196$262K0.0%N/A0.103%
2/13/2023Wells Fargo & Company MN713,975$735K0.0%+47.4%0.288%
2/13/2023Barclays PLC165,996$171K0.0%+28.2%0.067%
2/13/2023Renaissance Technologies LLC1,880,242$1.94M0.0%+3.5%0.760%
2/13/2023Geode Capital Management LLC3,059,799$3.15M0.0%+3.5%1.236%
2/13/2023American Century Companies Inc.125,498$129K0.0%-63.1%0.051%
2/13/2023GSA Capital Partners LLP39,687$41K0.0%N/A0.016%
2/13/2023JPMorgan Chase & Co.114,211$118K0.0%-59.5%0.046%
2/10/2023Bank of America Corp DE144,143$148K0.0%+108.3%0.058%
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%
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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%
2/9/2023HighTower Advisors LLC185,580$189K0.0%+56.3%0.075%
2/8/2023Raymond James Financial Services Advisors Inc.162,804$168K0.0%-6.1%0.066%
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%
1/30/2023 Annex Advisory Services LLC184,723$190K0.0%N/A0.075%
(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, 146 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 ($88.55M), Vanguard Group Inc. ($17.17M), Delta Air Lines Inc. ($6.08M), Healthcare of Ontario Pension Plan Trust Fund ($3.63M), Franklin Resources Inc. ($1.73M), and Qube Research & Technologies Ltd ($1.57M).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 114 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), Vanguard Group Inc. ($13.37M), Goldman Sachs Group Inc. ($7.97M), Renaissance Technologies LLC ($2.57M), BlackRock Inc. ($2.17M), and Northern Trust Corp ($1.19M).

How much institutional buying is happening at Wheels Up Experience?

Institutional investors have bought a total of 124,657,280 shares in the last 24 months. This purchase volume represents approximately $901.32M in transactions.

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

Of the 57 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), BlackRock Inc. ($13.18M), FMR LLC ($9.21M), Goldman Sachs Group Inc. ($8.03M), Healthcare of Ontario Pension Plan Trust Fund ($7.83M), Franklin Resources Inc. ($5.08M), and State Street Corp ($3.52M).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 110,296,313 shares in the last 24 months. This volume of shares sold represents approximately $750.00M in transactions.


This page (NYSE:UP) was last updated on 4/18/2024 by MarketBeat.com Staff

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