Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
Wheels Up Experience is owned by 78.28% institutional investors, 12.66% insiders, and 9.06% retail investors. Delta air lines is the largest institutional shareholder, holding 37.30% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.30% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | 78.28% | 12.66% | 9.06% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 37.30% | $136.16M |
| Knighthead capital management | 258.17M | 36.57% | $133.34M |
| Kore advisors lp | 15.19M | 2.15% | $7.85M |
| Masters capital management | 4.00M | 0.57% | $2.07M |
| Vanguard group | 3.88M | 0.56% | $2.55M |
| Blackrock funding, inc. /de | 1.29M | 0.18% | $666.78K |
| Inspire investing | 1.06M | 0.15% | $548.33K |
| Ubs group | 1.05M | 0.15% | $544.13K |
| Geode capital management | 1.04M | 0.15% | $537.79K |
| Vanguard fiduciary trust | 612.49K | 0.09% | $316.66K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 36.05% | $136.16M |
| Knighthead capital management | 258.17M | 8.77% | $133.34M |
| Kore advisors lp | 15.19M | 8.45% | $7.85M |
| Militia capital partners, lp | 349.79K | 0.30% | $643.62K |
| Instrumental wealth | 234.22K | 0.07% | $120.97K |
| Masters capital management | 4.00M | 0.07% | $2.07M |
| Inspire investing | 1.06M | 0.05% | $548.33K |
| Unconventional investor | 16.67K | 0.02% | $31.50K |
| Audent global asset management | 16.21K | 0.02% | $29.82K |
| Brown wealth management | 100.00K | 0.01% | $51.65K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Knighthead capital management | 258.17M | 8.77% | 258.17M |
| Ubs group | 1.05M | 0.00% | 867.28K |
| Vanguard fiduciary trust | 612.49K | 0.00% | 612.49K |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K |
| Inspire investing | 1.06M | 0.05% | 280.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | - | - | -1.31M |
| Masters capital management | 4.00M | 0.07% | -1.00M |
| First trust advisors lp | - | - | -766.17K |
| Gsa capital partners llp | - | - | -668.10K |
| Arrowstreet capital, limited partnership | - | - | -305.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Knighthead capital management | 258.17M | 8.77% | 258.17M | $133.34M |
| Vanguard fiduciary trust | 612.49K | 0.00% | 612.49K | $316.66K |
| Militia capital partners, lp | 349.79K | 0.30% | 349.79K | $643.62K |
| Brown wealth management | 100.00K | 0.01% | 100.00K | $51.65K |
| Virtu financial | 92.33K | 0.00% | 92.33K | $48.00K |
Sold Out
| Holder | Change |
|---|---|
| Barclays | -2.00 |
| Tradewinds capital management | -6.00 |
| Concurrent investment advisors | -20.00 |
| Parkside financial bank & trust | -36.00 |
| West oak capital | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 99 | 5.32% | 552,654,623 | 85.66% | 78 | 4.32% | 43 | 16.22% | 21 | -8.70% |
| Dec 31, 2025 | 43 | -64.75% | 8,057,260 | -97.28% | 1 | 64154.25% | 15 | -64.29% | 10 | -69.70% |
| Sep 30, 2025 | 54 | -53.85% | 7,938,531 | -97.37% | - | 60.88% | 18 | -69.49% | 12 | -52.00% |
| Jun 30, 2025 | 115 | -2.54% | 301,946,006 | 1279.77% | 43 | 444625200.00% | 60 | 36.36% | 24 | -25.00% |
| Mar 31, 2025 | 120 | 10.09% | 308,885,893 | -0.44% | - | 0.00% | 44 | -4.35% | 33 | 22.22% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 107.90K | 0.30% | -2.05M |
| Inspire Small/Mid Cap ETF | 53.84K | 0.15% | 378.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 48.74K | 0.13% | -926.05K |
| Fidelity Small Cap Index | 915.22K | 0.13% | - |
| iShares Russell 2000 Growth ETF | 776.27K | 0.11% | - |
| Fidelity Extended Market Index | 540.44K | 0.07% | 23.88K |
| First Trust Small Cap Gr AlphaDEX® ETF | 481.88K | 0.07% | -15.67K |
| Vanguard Russell 2000 ETF | 448.14K | 0.06% | 4.03K |
| Schwab US Small-Cap ETF™ | 22.15K | 0.06% | -1.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 399.78K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 18, 2026 | Mattson George N | Chief Executive Officer | Buy | $8.20K |
| May 13, 2026 | Briffa Mark | Chief Sales Officer | Sell | $18.98K |
| May 13, 2026 | Mattson George N | Chief Executive Officer | Buy | $79.41K |
| May 15, 2026 | Mattson George N | Chief Executive Officer | Buy | $51.45K |
| May 14, 2026 | Mattson George N | Chief Executive Officer | Buy | $7.15K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 4 | 1 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 8 |
| 2025 Q2 | - | - |
UP Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools