Who Owns Wheels Up Experience Stock?
NYSE: UPIndustrialsAirports & Air ServicesUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 81.39%
- Held by insiders
- 12.70%
- Institutional holders
- 88
- Institutions 81.4%
- Insiders 12.7%
- Public and other 5.9%
Who owns Wheels Up Experience stock?
Institutional investors own about 81.4% of Wheels Up Experience's shares, spread across 88 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 12.70% of UP.
The largest institutional holders are Delta Air Lines Inc (36.30%), Knighthead Capital Management, LLC (35.58%) and Whitebox Advisors, LLC (2.82%). Together, the top 10 institutions control 80.2% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their UP positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Delta Air Lines Inc | 13.17M | 36.30% | 0.0% |
| Knighthead Capital Management, LLC | 12.91M | 35.58% | 0.0% |
| Whitebox Advisors, LLC | 1.02M | 2.82% | -14.3% |
| Kore Advisors LP | 770.23K | 2.12% | +1.4% |
| Blackrock Inc. | 391.19K | 1.08% | +506.0% |
| Masters Capital Management, LLC | 300.00K | 0.83% | +50.0% |
| Vanguard Capital Management LLC | 218.48K | 0.60% | +35.0% |
| Geode Capital Management, LLC | 125.28K | 0.35% | +140.8% |
| Militia Capital Management LLC | 116.23K | 0.32% | +100.0% |
| UBS Group AG | 90.94K | 0.25% | +72.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UP
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 164.94K | 0.45% |
| iShares Trust-iShares Russell 2000 ETF | 124.51K | 0.34% |
| iShares Trust-iShares Russell 2000 Value ETF | 77.09K | 0.21% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 59.70K | 0.16% |
| Northern Lights Fund Trust IV-Inspire Small/Mid Cap ETF | 55.35K | 0.15% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 48.55K | 0.13% |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | 21.90K | 0.06% |
| iShares Trust-iShares Micro-Cap ETF | 21.48K | 0.06% |
| SCHWAB CAPITAL TRUST-Schwab Small-Cap Index Fund | 13.53K | 0.04% |
| EQ Advisors Trust-EQ/2000 Managed Volatility Portfolio | 9.67K | 0.03% |
Frequently asked questions
Who is the largest shareholder of Wheels Up Experience?
Delta Air Lines Inc is the largest institutional shareholder of UP, owning 36.30% of shares outstanding (13.17M shares) as of its latest 13F filing.
What percentage of Wheels Up Experience is owned by institutions?
Institutions own about 81.4% of UP shares and 93.2% of the public float.
How much of Wheels Up Experience do insiders own?
Insiders, such as officers and directors, own about 12.70% of UP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.