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Wheels Up Experience Ownership | Who Owns Wheels Up Experience?

OverviewForecastRevenueFinancialsChartTranscripts

Wheels Up Experience Ownership Summary

Wheels Up Experience is owned by 0.04% institutional investors, 13.41% insiders, and 86.54% retail investors. Unconventional investor is the largest institutional shareholder, holding 0.00% of UP shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 0.63% of its assets in Wheels Up Experience shares.

UP Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockWheels Up Experience0.04%13.41%86.54%
SectorIndustrials Stocks 39.26%12.57%48.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Unconventional investor16.67K0.00%$31.50K
Parallel advisors---
West oak capital---
Marshall wace, llp---
Metlife investment management---
Lindbrook capital---
Farmers & merchants investments---
Us bancorp \de\---
Gotham asset management---
Allworth financial lp---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Unconventional investor16.67K0.02%$31.50K
Parallel advisors---
West oak capital---
Marshall wace, llp---
Metlife investment management---
Lindbrook capital---
Farmers & merchants investments---
Us bancorp \de\---
Gotham asset management---
Allworth financial lp---

Top Buyers

HolderShares% AssetsChange
Unconventional investor16.67K0.02%-
West oak capital---50.00
Us bancorp \de\---134.00
Allworth financial lp---148.00
Lindbrook capital---234.00

Top Sellers

HolderShares% AssetsChange
First trust advisors lp---766.17K
Marshall wace, llp---69.81K
Metlife investment management---28.69K
Gotham asset management---23.30K
Oarsman capital---5.00K

Sold Out

HolderChange
West oak capital-50.00
Us bancorp \de\-134.00
Allworth financial lp-148.00
Lindbrook capital-234.00
Parallel advisors-290.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202512010.09%308,885,893-0.44%-0.00%44-4.35%3322.22%
Dec 31, 20241-50.00%16,666-0.30%-41541.67%--100.00%--
Sep 30, 20242-16,7160.15%-41745.83%1---
Jun 30, 20242100.00%16,6910.15%-41729.17%1---
Mar 31, 20241-16,666--41600.00%----

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv4.39M0.63%-
iShares Russell 2000 ETF2.30M0.33%1.13K
Vanguard Institutional Extnd Mkt Idx Tr1.38M0.20%-
Fidelity Small Cap Index902.77K0.13%-
iShares Russell 2000 Growth ETF781.01K0.11%-
Fidelity Extended Market Index503.74K0.07%8.35K
First Trust Small Cap Gr AlphaDEX® ETF481.88K0.07%-15.67K
Vanguard Russell 2000 ETF444.11K0.06%24.79K
Schwab US Small-Cap ETF™419.42K0.06%-
State St Russell Sm/Mid Cp® Indx NL Cl C399.78K0.06%-

Recent Insider Transactions

DateNameRoleActivityValue
Mar 13, 2025Briffa Mark EVP, Charter & CEO Air PartnerSell$30.44K
Nov 25, 2024Moak Donald Lee-Sell$50.00K
Nov 26, 2024Moak Donald Lee-Sell$53.76K
Nov 25, 2024Briffa Mark EVP, Charter & CEO Air PartnerSell$24.46K
Mar 13, 2024Heltebran Laura Chief Legal OfficerSell$72.17K

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1-1
2024 Q4-3
2024 Q3--
2024 Q2--

UP Ownership FAQ

Who owns the most shares of Wheels Up Experience?

Wheels Up Experience’s largest shareholders are Unconventional investor (16.67K shares, 0.00%), Parallel advisors (0 shares, 0%), and West oak capital (0 shares, 0%). Together, they hold 0.00% of Wheels Up Experience’s total shares outstanding.

Does Blackrock own Wheels Up Experience?

BlackRock is not among the top 10 institutional shareholders of Wheels Up Experience.

Who is Wheels Up Experience’s biggest shareholder by percentage of total assets invested?

Unconventional investor is Wheels Up Experience’s biggest shareholder by percentage of total assets invested, with 0.02% of its assets in 16.67K Wheels Up Experience shares, valued at 31.5K$.

Who is the top mutual fund holder of Wheels Up Experience shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Wheels Up Experience shares, with 0.63% of its total shares outstanding invested in 4.39M Wheels Up Experience shares.

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