Wheels Up Experience Inc.
Wheels Up Experience Inc. (UP) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · UP · as of Mar 31, 2025
Ownership Breakdown
120
Institutional Holders
▲ 11 vs Q4
$311.94M
Total Inst. Value
▼ $199.97M vs Q4
36.23M
Shares Outstanding
freeFloat 61.73%
308.89M
13F Shares Held
▼ 1.37M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
UP largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
DELTA AIR LINES, INC. air transportation, nonscheduled | 263.37M | 3.77% | 3.77% | $266.00B | May 9, 2025 | — held |
KORE ADVISORS LP air transportation, nonscheduled | 23.63M | 0.34% | 0.34% | $23.87B | May 15, 2025 | ▼ 394.6K |
VANGUARD GROUP INC air transportation, nonscheduled | 6.65M | 0.10% | 0.10% | $6.72B | May 9, 2025 | ▼ 67.9K |
BLACKROCK, INC. air transportation, nonscheduled | 6.05M | 0.09% | 0.09% | $6.11B | May 2, 2025 | ▼ 117.9K |
GEODE CAPITAL MANAGEMENT, LLC air transportation, nonscheduled | 2.01M | 0.03% | 0.03% | $2.03B | May 13, 2025 | ▲ 26.6K |
STATE STREET CORP air transportation, nonscheduled | 1.62M | 0.02% | 0.02% | $1.64B | May 15, 2025 | ▼ 40.3K |
NORTHERN TRUST CORP air transportation, nonscheduled | 823.0K | 0.01% | 0.01% | $831.22M | May 13, 2025 | ▼ 17.8K |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC air transportation, nonscheduled | 784.0K | 0.01% | 0.01% | $791.89M | Sep 15, 2025 | ▼ 19.1K |
MILLENNIUM MANAGEMENT LLC air transportation, nonscheduled | 381.9K | 0.01% | 0.01% | $385.68M | May 15, 2025 | NEW |
UBS GROUP AG air transportation, nonscheduled | 199.1K | 0.00% | 0.00% | $201.14M | May 13, 2025 | ▼ 8.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
13
Increased
+288.9K shares7
New Positions
first time holders22
Decreased
−998.3K shares0
Sold Out
fully exitedNet shares change (top 50)
709.4K
+288.9K / −998.3K
Net new holders
-2
7 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
UP insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
4
Buy transactions
15
Sell transactions
0.27
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Godsman David Chief Digital Officer | Jun 1, 2026 | Tax Withhold | 593 | $9.85 | $5.8K | 79.8K | Form 4 ↗ |
Wells Meaghan Danielle Chief Growth Officer | May 26, 2026 | Tax Withhold | 298 | $8.66 | $2.6K | 66.1K | Form 4 ↗ |
Lauria Kristen Chief Marketing Officer | May 26, 2026 | Tax Withhold | 146 | $8.66 | $1.3K | 82.6K | Form 4 ↗ |
Lauria Kristen Chief Marketing Officer | May 26, 2026 | Tax Withhold | 383 | $8.66 | $3.3K | 82.2K | Form 4 ↗ |
Knopf Matthew J. Chief Legal Officer | May 26, 2026 | Tax Withhold | 379 | $8.66 | $3.3K | 96.2K | Form 4 ↗ |
Kedzior Brian Joseph Chief People Officer | May 26, 2026 | Tax Withhold | 105 | $8.66 | $909.3 | 70.3K | Form 4 ↗ |
Kedzior Brian Joseph Chief People Officer | May 26, 2026 | Tax Withhold | 305 | $8.66 | $2.6K | 70.0K | Form 4 ↗ |
Holtz David L Chief Operating Officer | May 26, 2026 | Tax Withhold | 135 | $8.66 | $1.2K | 79.3K | Form 4 ↗ |
Holtz David L Chief Operating Officer | May 26, 2026 | Tax Withhold | 376 | $8.66 | $3.3K | 78.9K | Form 4 ↗ |
Godsman David Chief Digital Officer | May 26, 2026 | Tax Withhold | 130 | $8.66 | $1.1K | 80.8K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Wheels Up Experience Inc. (UP) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 38.27%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Wheels Up Experience Inc. is DELTA AIR LINES, INC., holding approximately 263.37 million shares — equal to 3.77% of outstanding shares — as of March 31, 2025.
A total of 120 institutional investors currently hold UP stock, with a combined institutional value of approximately $311,939,339 as of the most recent 13F filing period.
Frequently asked questions
UP ownershipWheels Up Experience Inc. (UP) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is DELTA AIR LINES, INC. with a 3.77% stake. Company insiders hold 38.27%. Data sourced from SEC Form 13F as of March 31, 2025.