UPXI Institutional Ownership & Shareholders
UPEXI INC (UPXI) is currently held by 45 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $10.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Arrington Capital Management, Llc is currently the largest disclosed institutional shareholder of UPXI tracked by InsiderSet, reporting ownership valued at approximately $2.16M 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 $2.98M, representing an estimated gain of +37.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed UPXI value among the investors covered in this analysis. Major shareholders include Arrington Capital Management, Llc, Vanguard Capital Management Llc, Mmcap International Inc. Spc, and several other long-term asset managers with concentrated positions in UPEXI INC (UPXI).
This page ranks the largest institutional UPXI 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
45
Total Reported Value
$10.22M
Largest Holder
Arrington Capital Management, Llc
Largest Position
$2.16M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Arrington Capital Management, Llc | 2.40% | 2,760,107 | $2,164,476 | $2,980,916 | +$816,440 | +37.72% | |
| Vanguard Capital Management Llc | 0.00% | 2,409,720 | $1,889,220 | $2,602,498 | +$713,278 | +37.76% | |
| Mmcap International Inc. Spc | 0.15% | 2,326,777 | $1,824,659 | $2,512,919 | +$688,260 | +37.72% | |
| Blackrock, Inc. | 0.00% | 888,906 | $697,081 | $960,018 | +$262,937 | +37.72% | |
| Osaic Holdings, Inc. | 0.00% | 770,236 | $600,782 | $831,855 | +$231,073 | +38.46% | |
| Susquehanna International Group, Llp | 0.00% | 703,129 | $551,394 | $759,379 | +$207,985 | +37.72% | |
| Geode Capital Management, Llc | 0.00% | 582,895 | $457,354 | $629,527 | +$172,173 | +37.65% | |
| Vanguard Fiduciary Trust Co | 0.00% | 311,362 | $244,108 | $336,271 | +$92,163 | +37.75% | |
| Millennium Management Llc | 0.00% | 271,216 | $212,688 | $292,913 | +$80,225 | +37.72% | |
| Ubs Group Ag | 0.00% | 232,206 | $182,049 | $250,782 | +$68,733 | +37.76% | |
| Xtx Topco Ltd | 0.00% | 229,653 | $180,094 | $248,025 | +$67,931 | +37.72% | |
| State Street Corp | 0.00% | 192,022 | $150,584 | $207,384 | +$56,800 | +37.72% | |
| Jane Street Group, Llc | 0.00% | 191,536 | $150,203 | $206,859 | +$56,656 | +37.72% | |
| Hrt Financial Lp | 0.00% | 142,525 | $111,000 | $153,927 | +$42,927 | +38.67% | |
| J. Derek Lewis & Associates Inc. | 0.02% | 125,000 | $98,025 | $135,000 | +$36,975 | +37.72% | |
| Northern Trust Corp | 0.00% | 117,311 | $91,995 | $126,696 | +$34,701 | +37.72% | |
| Citadel Advisors Llc | 0.00% | 100,402 | $78,735 | $108,434 | +$29,699 | +37.72% | |
| Citigroup Inc | 0.00% | 79,135 | $62,058 | $85,466 | +$23,408 | +37.72% | |
| Engineers Gate Manager Lp | 0.00% | 77,738 | $60,962 | $83,957 | +$22,995 | +37.72% | |
| Pinnacle Financial Partners, Inc. | 0.00% | 70,720 | $55,459 | $76,378 | +$20,919 | +37.72% | |
| Virtu Financial Llc | 0.00% | 70,642 | $55,000 | $76,293 | +$21,293 | +38.72% | |
| Goldman Sachs Group Inc | 0.00% | 68,378 | $53,622 | $73,848 | +$20,226 | +37.72% | |
| Imc-Chicago, Llc | 0.00% | 52,768 | $41,381 | $56,989 | +$15,608 | +37.72% | |
| Millington Financial Advisors, Llc | 0.01% | 40,000 | $32,184 | $43,200 | +$11,016 | +34.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,125 | $25,980 | $35,775 | +$9,795 | +37.70% | |
| Morgan Stanley | 0.00% | 27,166 | $21,304 | $29,339 | +$8,035 | +37.72% | |
| Cetera Investment Advisers | 0.00% | 24,207 | $18,983 | $26,144 | +$7,161 | +37.72% | |
| Vanguard Global Advisers, Llc | 0.00% | 18,514 | $14,515 | $19,995 | +$5,480 | +37.75% | |
| Smith Thornton Advisors Llc | 0.01% | 17,500 | $13,260 | $18,900 | +$5,640 | +42.53% | |
| Summit Financial, Llc | 0.00% | 15,000 | $11,763 | $16,200 | +$4,437 | +37.72% | |
| J.W. Cole Advisors, Inc. | 0.00% | 14,800 | $11,606 | $15,984 | +$4,378 | +37.72% | |
| Sg Americas Securities, Llc | 0.00% | 14,427 | $11,000 | $15,581 | +$4,581 | +41.65% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 13,300 | $10,430 | $14,364 | +$3,934 | +37.72% | |
| Deutsche Bank Ag\ | 0.00% | 11,400 | $8,892 | $12,312 | +$3,420 | +38.46% | |
| Private Advisor Group, Llc | 0.00% | 10,475 | $8,214 | $11,313 | +$3,099 | +37.73% | |
| Lpl Financial Llc | 0.00% | 10,067 | $7,895 | $10,872 | +$2,977 | +37.71% | |
| Mariner, Llc | 0.00% | 10,005 | $7,846 | $10,805 | +$2,959 | +37.72% | |
| Jpmorgan Chase & Co | 0.00% | 4,435 | $3,681 | $4,790 | +$1,109 | +30.12% | |
| Sbi Securities Co., Ltd. | 0.00% | 1,581 | $1,240 | $1,707 | +$467 | +37.70% | |
| Tower Research Capital Llc (Trc) | 0.00% | 675 | $529 | $729 | +$200 | +37.81% | |
| Catherine Avery Investment Management Llc | 0.00% | 500 | $392 | $540 | +$148 | +37.76% | |
| Valley National Advisers Inc | 0.00% | 390 | $306 | $421 | +$115 | +37.65% | |
| Signaturefd, Llc | 0.00% | 113 | $89 | $122 | +$33 | +37.12% | |
| Jones Financial Companies Lllp | 0.00% | 67 | $56 | $72 | +$16 | +29.21% | |
| Optiver Holding B.V. | 0.00% | 4 | $3 | $4 | +$1 | +44.00% |
Frequently asked questions about UPXI
Who are the largest institutional holders of UPXI?
The largest institutional holders of UPXI reported in the latest SEC Form 13F filings include Arrington Capital Management, Llc, Vanguard Capital Management Llc, Mmcap International Inc. Spc, Blackrock, Inc., and Osaic Holdings, Inc.. InsiderSet ranks institutional holders by their latest reported UPXI position.
What is UPXI institutional ownership?
This page tracks UPXI positions reported by institutional investment managers through SEC Form 13F. UPEXI INC (UPXI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UPXI?
InsiderSet currently tracks 45 institutional managers reporting UPXI 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 UPXI shareholders.
How much UPXI stock do institutions own?
Institutional investment managers disclosed approximately $10.22M in UPXI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UPXI institutional ownership last updated?
The latest UPXI 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 UPXI 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 UPXI position after the reporting date.
Are institutions buying or selling UPXI?
Institutional buying and selling can be analyzed by comparing UPXI positions across consecutive 13F reporting periods. InsiderSet's UPXI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UPXI ownership changes.
How has UPXI institutional ownership changed over time?
InsiderSet tracks UPXI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.