UP Institutional Ownership & Shareholders
WHEELS UP EXPERIENCE INC (UP) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $262.07M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Delta Air Lines, Inc. is currently the largest disclosed institutional shareholder of UP tracked by InsiderSet, reporting ownership valued at approximately $118.12M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $42.01M, representing an estimated loss of -64.44% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed UP value among the investors covered in this analysis. Major shareholders include Delta Air Lines, Inc., Knighthead Capital Management, Llc, Whitebox Advisors Llc, and several other long-term asset managers with concentrated positions in WHEELS UP EXPERIENCE INC (UP).
This page ranks the largest institutional UP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$262.07M
Largest Holder
Delta Air Lines, Inc.
Largest Position
$118.12M
Insider Transactions (90d)
46
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Delta Air Lines, Inc. | 30.25% | 13,168,465 | $118,121,131 | $42,007,403 | -$76,113,728 | -64.44% | |
| Knighthead Capital Management, Llc | 20.67% | 12,908,460 | $115,788,881 | $41,177,987 | -$74,610,894 | -64.44% | |
| Whitebox Advisors Llc | 6.17% | 23,832,927 | $7,388,207 | $76,027,037 | +$68,638,830 | +929.03% | |
| Kore Advisors Lp | 7.98% | 770,231 | $6,908,972 | $2,457,037 | -$4,451,935 | -64.44% | |
| Blackrock, Inc. | 0.00% | 391,189 | $3,508,966 | $1,247,893 | -$2,261,073 | -64.44% | |
| Masters Capital Management Llc | 0.38% | 300,000 | $2,691,000 | $957,000 | -$1,734,000 | -64.44% | |
| Vanguard Capital Management Llc | 0.00% | 218,479 | $1,959,757 | $696,948 | -$1,262,809 | -64.44% | |
| Geode Capital Management, Llc | 0.00% | 125,276 | $1,123,965 | $399,630 | -$724,335 | -64.44% | |
| Militia Capital Management Llc | 0.19% | 116,231 | $1,042,592 | $370,777 | -$671,815 | -64.44% | |
| Ubs Group Ag | 0.00% | 90,936 | $815,695 | $290,086 | -$525,609 | -64.44% | |
| State Street Corp | 0.00% | 41,807 | $375,009 | $133,364 | -$241,645 | -64.44% | |
| Northern Trust Corp | 0.00% | 40,816 | $366,119 | $130,203 | -$235,916 | -64.44% | |
| Vanguard Portfolio Management Llc | 0.00% | 36,192 | $324,642 | $115,452 | -$209,190 | -64.44% | |
| Charles Schwab Investment Management Inc | 0.00% | 35,483 | $318,283 | $113,191 | -$205,092 | -64.44% | |
| Vanguard Fiduciary Trust Co | 0.00% | 33,067 | $296,611 | $105,484 | -$191,127 | -64.44% | |
| Ieq Capital, Llc | 0.00% | 30,000 | $269,100 | $95,700 | -$173,400 | -64.44% | |
| Gsa Capital Partners Llp | 0.01% | 18,923 | $170,000 | $60,364 | -$109,636 | -64.49% | |
| New York State Common Retirement Fund | 0.00% | 11,000 | $98,670 | $35,090 | -$63,580 | -64.44% | |
| Instrumental Wealth, Llc | 0.05% | 29,710 | $95,666 | $94,775 | -$891 | -0.93% | |
| Morgan Stanley | 0.00% | 8,959 | $80,363 | $28,579 | -$51,784 | -64.44% | |
| Wells Fargo & Company/Mn | 0.00% | 4,563 | $40,930 | $14,556 | -$26,374 | -64.44% | |
| Anchyra Partners Llc | 0.01% | 11,277 | $36,312 | $35,974 | -$338 | -0.93% | |
| Rhumbline Advisers | 0.00% | 4,045 | $36,279 | $12,904 | -$23,375 | -64.43% | |
| Group One Trading Llc | 0.00% | 3,269 | $29,323 | $10,428 | -$18,895 | -64.44% | |
| Citigroup Inc | 0.00% | 2,519 | $22,596 | $8,036 | -$14,560 | -64.44% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 2,505 | $22,470 | $7,991 | -$14,479 | -64.44% | |
| State Of Wyoming | 0.00% | 6,404 | $20,621 | $20,429 | -$192 | -0.93% | |
| Jpmorgan Chase & Co | 0.00% | 2,366 | $19,378 | $7,548 | -$11,830 | -61.05% | |
| Vanguard Global Advisers, Llc | 0.00% | 1,721 | $15,437 | $5,490 | -$9,947 | -64.44% | |
| Barclays Plc | 0.00% | 1,347 | $12,083 | $4,297 | -$7,786 | -64.44% | |
| Bnp Paribas Financial Markets | 0.00% | 1,089 | $9,768 | $3,474 | -$6,294 | -64.44% | |
| Legal & General Group Plc | 0.00% | 704 | $6,304 | $2,246 | -$4,058 | -64.38% | |
| Royal Bank Of Canada | 0.00% | 651 | $6,000 | $2,077 | -$3,923 | -65.39% | |
| Pathstone Holdings, Llc | 0.00% | 10,641 | $5,496 | $33,945 | +$28,449 | +517.63% | |
| Osaic Holdings, Inc. | 0.00% | 601 | $5,390 | $1,917 | -$3,473 | -64.43% | |
| Brown Brothers Harriman & Co | 0.00% | 517 | $4,637 | $1,649 | -$2,988 | -64.43% | |
| Ameritas Investment Partners, Inc. | 0.00% | 494 | $4,431 | $1,576 | -$2,855 | -64.44% | |
| Russell Investments Group, Ltd. | 0.00% | 433 | $3,884 | $1,381 | -$2,503 | -64.44% | |
| Farther Finance Advisors, Llc | 0.00% | 910 | $2,930 | $2,903 | -$27 | -0.92% | |
| Tower Research Capital Llc (Trc) | 0.00% | 309 | $2,772 | $986 | -$1,786 | -64.44% | |
| Jones Financial Companies Lllp | 0.00% | 326 | $2,716 | $1,040 | -$1,676 | -61.71% | |
| Swan Capital Llc | 0.00% | 300 | $2,691 | $957 | -$1,734 | -64.44% | |
| Harbour Investments, Inc. | 0.00% | 257 | $2,305 | $820 | -$1,485 | -64.43% | |
| Quarry Lp | 0.00% | 212 | $1,902 | $676 | -$1,226 | -64.44% | |
| Cwm, Llc | 0.00% | 3,047 | $1,574 | $9,720 | +$8,146 | +517.53% | |
| Gamma Investing Llc | 0.00% | 374 | $1,204 | $1,193 | -$11 | -0.91% | |
| Sbi Securities Co., Ltd. | 0.00% | 310 | $998 | $989 | -$9 | -0.91% | |
| Sjs Investment Consulting Inc. | 0.00% | 287 | $925 | $916 | -$9 | -1.02% | |
| Fmr Llc | 0.00% | 81 | $727 | $258 | -$469 | -64.46% | |
| Gables Capital Management Inc. | 0.00% | 53 | $476 | $169 | -$307 | -64.48% |
Frequently asked questions about UP
Who are the largest institutional holders of UP?
The largest institutional holders of UP reported in the latest SEC Form 13F filings include Delta Air Lines, Inc., Knighthead Capital Management, Llc, Whitebox Advisors Llc, Kore Advisors Lp, and Blackrock, Inc.. InsiderSet ranks institutional holders by their latest reported UP position.
What is UP institutional ownership?
This page tracks UP positions reported by institutional investment managers through SEC Form 13F. WHEELS UP EXPERIENCE INC (UP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UP?
InsiderSet currently tracks 63 institutional managers reporting UP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UP shareholders.
How much UP stock do institutions own?
Institutional investment managers disclosed approximately $262.07M in UP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UP institutional ownership last updated?
The latest UP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UP position after the reporting date.
Are institutions buying or selling UP?
Institutional buying and selling can be analyzed by comparing UP positions across consecutive 13F reporting periods. InsiderSet's UP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UP ownership changes.
How has UP institutional ownership changed over time?
InsiderSet tracks UP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.