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Wheels Up Experience (UP) Institutional Ownership

Wheels Up Experience logo
$1.64 +0.02 (+0.93%)
Closing price 01/17/2025 03:59 PM Eastern
Extended Trading
$1.66 +0.02 (+1.53%)
As of 08:04 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)
25
Total
Institutional Inflows
(last 12 months)
$95.56M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$948.64K
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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
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%
11/16/2024Geode 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%
10/3/2024 SG Americas Securities LLC23,032$56K0.0%N/A0.003%
8/15/2024The Manufacturers Life Insurance Company117,772$223K0.0%+44.4%0.017%
8/9/2024Renaissance 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%
4/10/2024 CVA 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%
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%
11/8/2023Pathstone 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%
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10/18/2023 UMB Bank n.a.26,660$55K0.0%N/A0.105%
8/11/2023Delta 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%
8/1/2023Cookson Peirce & Co. Inc.30,000$35K0.0%N/A0.119%
7/18/2023Arcus Capital Partners LLC24,495$29K0.0%-90.0%0.097%
5/15/2023Formula Growth Ltd.279,806$177K0.1%-68.4%0.111%
5/12/2023Financial Partners Group LLC100,000$63K0.0%+100.0%0.040%
5/10/2023Connor 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%
4/20/2023Stonegate 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%
2/10/2023Connor 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%
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%
2/8/2023Cambridge 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%
1/24/2023Stonegate Investment Group LLC853,680$879K0.0%+950.3%0.345%
1/20/2023Avestar Capital LLC52,000$54K0.0%+26.8%0.021%
1/19/2023Conservest Capital Advisors Inc.46,039$47K0.0%-20.0%0.019%
1/10/2023Gries Financial LLC38,587$40K0.0%N/A0.016%
11/7/2022 Capital Planning LLC43,635$50K0.0%N/A0.018%
11/7/2022Virtu Financial LLC53,042$61K0.0%N/A0.022%
11/4/2022Commerce Bank100,000$115K0.0%N/A0.041%
11/4/2022Prudential Financial Inc.74,965$86K0.0%+19.8%0.031%
11/4/2022Independent 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%
11/2/2022Rockefeller Capital Management L.P.468,740$538K0.0%+4.0%0.192%
11/1/2022Kestra Advisory Services LLC90,088$104K0.0%-17.2%0.037%
11/1/2022Gables Capital Management Inc.52,100$60K0.0%-24.5%0.021%
10/31/2022Wilbanks Smith & Thomas Asset Management LLC66,237$76K0.0%-19.6%0.027%
10/31/2022 SG Americas Securities LLC51,369$59K0.0%-83.0%0.021%
10/26/2022Truist Financial Corp39,500$45K0.0%-26.9%0.016%
10/26/2022Avestar Capital LLC41,000$47K0.0%+121.6%0.017%
10/25/2022Raymond James Financial Services Advisors Inc.173,448$199K0.0%-8.8%0.071%
10/13/2022Hunter Perkins Capital Management LLC28,600$33K0.0%N/A0.012%
10/13/2022Conservest Capital Advisors Inc.57,549$66K0.0%+25.0%0.024%
8/15/2022Kestra Private Wealth Services LLC17,600$34K0.0%+29.4%0.007%
8/12/2022Robertson Stephens Wealth Management LLC20,000$39K0.0%N/A0.008%
8/12/2022FMR LLC18,856,447$36.77M0.0%-11.6%7.723%
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8/12/2022Franklin Resources Inc.10,709,146$20.88M0.0%-6.7%4.386%
8/9/2022Swiss National Bank143,900$281K0.0%-17.4%0.059%
8/9/2022 Capital Wealth Management LLC17,042$33K0.0%N/A0.007%
8/9/2022Stonegate Investment Group LLC78,780$154K0.0%+6.8%0.032%
8/9/2022Summit Trail Advisors LLC128,771$251K0.0%N/A0.053%
8/8/2022Moors & Cabot Inc.28,100$55K0.0%+51.1%0.012%
8/8/2022Level Four Advisory Services LLC26,830$52K0.0%-35.9%0.011%
8/4/2022Independent Advisor Alliance343,327$669K0.0%N/A0.141%
8/4/2022NorthRock Partners LLC26,315$51K0.0%N/A0.011%
8/1/2022ProShare Advisors LLC17,881$35K0.0%N/A0.007%
(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, 53 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 ($61.97M), Vanguard Group Inc. ($14.10M), Delta Air Lines Inc. ($6.08M), Geode Capital Management LLC ($4.76M), State Street Corp ($3.20M), and Franklin Resources Inc. ($2.92M).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 43 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), Stonegate Investment Group LLC ($880.46K), Geode Capital Management LLC ($718.41K), Charles Schwab Investment Management Inc. ($585.59K), Connor Clark & Lunn Investment Management Ltd. ($464.51K), and First Eagle Investment Management LLC ($460.39K).

How much institutional buying is happening at Wheels Up Experience?

Institutional investors have bought a total of 92,113,251 shares in the last 24 months. This purchase volume represents approximately $245.88M in transactions.

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

Of the 14 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), Franklin Resources Inc. ($4.22M), Formula Growth Ltd. ($606K), Arcus Capital Partners LLC ($220.47K), Kore Advisors LP ($208.28K), Vanguard Group Inc. ($91.09K), and Lido Advisors LLC ($70.79K).

How much institutional selling is happening at Wheels Up Experience?

Institutional investors have sold a total of 52,391,964 shares in the last 24 months. This volume of shares sold represents approximately $104.24M in transactions.


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This page (NYSE:UP) was last updated on 1/21/2025 by MarketBeat.com Staff
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