Wheels Up Experience Ownership | Who Owns Wheels Up Experience?
Wheels Up Experience Ownership Summary
Wheels Up Experience is owned by 43.20% institutional investors, 13.38% insiders, and 43.42% retail investors. Delta air lines is the largest institutional shareholder, holding 37.68% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.25% of its assets in Wheels Up Experience shares.
UP Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Wheels Up Experience | 43.20% | 13.38% | 43.42% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 37.68% | $281.81M |
| Kore advisors lp | 23.26M | 3.33% | $24.89M |
| Blackrock funding, inc. /de | 1.76M | 0.25% | $1.88M |
| Masters capital management | 1.00M | 0.14% | $1.07M |
| Marshall wace, llp | 207.93K | 0.03% | $222.48K |
| Y-intercept (hong kong) | 184.86K | 0.03% | $197.80K |
| Mariner | 171.01K | 0.02% | $182.99K |
| Brevan howard capital management lp | 160.73K | 0.02% | $171.98K |
| Xtx topco | 132.11K | 0.02% | $141.35K |
| Instrumental wealth | 120.24K | 0.02% | $164.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Delta air lines | 263.37M | 70.75% | $281.81M |
| Kore advisors lp | 23.26M | 27.44% | $24.89M |
| Instrumental wealth | 120.24K | 0.13% | $164.73K |
| Masters capital management | 1.00M | 0.04% | $1.07M |
| Unconventional investor | 16.67K | 0.02% | $31.50K |
| Capital square | 13.24K | 0.01% | $21.18K |
| Cva family office | 60.85K | 0.01% | $65.11K |
| Nea management company | 106.13K | 0.01% | $113.55K |
| Arcus capital partners | 17.51K | 0.01% | $18.73K |
| Xtx topco | 132.11K | 0.01% | $141.35K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Masters capital management | 1.00M | 0.04% | 1.00M |
| Marshall wace, llp | 207.93K | 0.00% | 207.93K |
| Y-intercept (hong kong) | 184.86K | 0.00% | 184.86K |
| Brevan howard capital management lp | 160.73K | 0.00% | 160.73K |
| Xtx topco | 132.11K | 0.01% | 132.11K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.76M | - | -4.29M |
| First trust advisors lp | - | - | -766.17K |
| Kore advisors lp | 23.26M | 27.44% | -375.13K |
| Deutsche bank ag\ | - | - | -73.59K |
| Newedge wealth | - | - | -67.50K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Masters capital management | 1.00M | 0.04% | 1.00M | $1.07M |
| Y-intercept (hong kong) | 184.86K | 0.00% | 184.86K | $197.80K |
| Brevan howard capital management lp | 160.73K | 0.00% | 160.73K | $171.98K |
| Xtx topco | 132.11K | 0.01% | 132.11K | $141.35K |
| Hrt financial lp | 96.39K | 0.00% | 96.39K | $103.00K |
Sold Out
| Holder | Change |
|---|---|
| Tradewinds capital management | -6.00 |
| West oak capital | -50.00 |
| Sterling capital management | -92.00 |
| Us bancorp \de\ | -134.00 |
| Allworth financial lp | -148.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 1 | -50.00% | 16,666 | -0.30% | - | 41541.67% | - | -100.00% | - | - |
| Sep 30, 2024 | 2 | - | 16,716 | 0.15% | - | 41745.83% | 1 | - | - | - |
| Jun 30, 2024 | 2 | 100.00% | 16,691 | 0.15% | - | 41729.17% | 1 | - | - | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.72M | 0.25% | -38.06K |
| Vanguard Institutional Extnd Mkt Idx Tr | 949.09K | 0.14% | -432.47K |
| Fidelity Small Cap Index | 915.22K | 0.13% | - |
| iShares Russell 2000 Growth ETF | 776.27K | 0.11% | - |
| Fidelity Extended Market Index | 495.46K | 0.07% | -1.29K |
| 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™ | 415.31K | 0.06% | -210.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 399.78K | 0.06% | - |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 399.78K | 0.06% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 29, 2025 | Holtz David L | Chief Operating Officer | Sell | $106.05K |
| Aug 27, 2025 | Moak Donald Lee | - | Sell | $134.25K |
| Aug 26, 2025 | Kedzior Brian Joseph | Chief People Officer | Sell | $73.50K |
| Aug 26, 2025 | Godsman David | Chief Digital Officer | Sell | $212.25K |
| Aug 26, 2025 | Briffa Mark | Chief Sales Officer | Sell | $17.34K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 6 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
UP Ownership FAQ
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