SEC 13F Intelligence

WHEELS UP EXPERIENCE INC

CUSIP 96328L205

Wheels Up Experience Inc has 95 institutional holders in Filings Flow’s 13F database, together reporting 553.73M shares worth $286M as of Q1 2026. The largest reported holders are Delta Air Lines, Inc., Knighthead Capital Management, LLC, and Kore Advisors LP.

Institutional Holders
95
Q1 2026
Reported Value
$286M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’24: 92Q3 ’24Q4 ’24: 92Q4 ’24Q1 ’25: 105Q1 ’25Q2 ’25: 113Q2 ’25Q3 ’25: 106Q3 ’25Q4 ’25: 84Q4 ’25Q1 ’26: 95Q1 ’26filingsflow.com
Total reported value
Q3 ’24: $81MQ3 ’24Q4 ’24: $55MQ4 ’24Q1 ’25: $39MQ1 ’25Q2 ’25: $41MQ2 ’25Q3 ’25: $60MQ3 ’25Q4 ’25: $22MQ4 ’25Q1 ’26: $286MQ1 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
DELTA AIR LINES, INC.$378M AUM36.05%$136M263.37MQ1 2026
Knighthead Capital Management, LLC$1.5B AUM8.77%$133M258.17MQ1 2026
Militia Capital Partners, LP$263M AUM0.30%$643,621349.8KQ3 2025OLDER
CANNELL CAPITAL LLC$163M AUM0.13%$260,4204.0KQ4 2025OLDER
INSTRUMENTAL WEALTH, LLC$163M AUM0.07%$120,975234.2KQ1 2026
MASTERS CAPITAL MANAGEMENT LLC$3.0B AUM0.07%$2M4.00MQ1 2026
J. Derek Lewis & Associates Inc.$445M AUM0.06%$249,453483.0KQ1 2026
Alpine Global Management, LLC$668M AUM0.04%$175,899268.0KQ4 2025OLDER
Inspire Investing, LLC$1.7B AUM0.03%$575,5491.11MQ1 2026
Aster Capital Management (DIFC) Ltd$306M AUM0.03%$126,339118.1KQ2 2025OLDER
Audent Global Asset Management, LLC$100M AUM0.02%$29,82516.2KQ3 2025OLDER
Catalyst Funds Management Pty Ltd$591M AUM0.02%$142,91377.7KQ3 2025OLDER
BROWN WEALTH MANAGEMENT, LLC$389M AUM0.01%$51,650100.0KQ1 2026
CVA Family Office, LLC$950M AUM0.01%$65,11060.9KQ2 2025OLDER
IFC & Insurance Marketing, Inc.$114M AUM0.01%$8,50016.5KQ1 2026
NEA Management Company, LLC$1.8B AUM0.01%$113,554106.1KQ2 2025OLDER
EWA, LLC$548M AUM0.01%$30,80716.7KQ3 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.01%$29,71727.8KQ2 2025OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$197,799184.9KQ2 2025OLDER
WNY Asset Management, LLC$967M AUM0.00%$38,73875.0KQ1 2026
WealthShield Partners, LLC$898M AUM0.00%$33,48218.2KQ3 2025OLDER
Arcus Capital Partners, LLC$278M AUM0.00%$9,04317.5KQ1 2026
Northstar Group, Inc.$707M AUM0.00%$19,06110.4KQ3 2025OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$23,73145.9KQ1 2026
LRI Investments, LLC$1.1B AUM0.00%$30,47459.0KQ1 2026
American Financial Advisors, LLC$750M AUM0.00%$18,40010.0KQ3 2025OLDER
Capital Square, LLC$217M AUM0.00%$5,07612.2KQ1 2026
XTX Topco Ltd$5.8B AUM0.00%$118,683229.8KQ1 2026
Rooted Wealth Advisors, Inc.$379M AUM0.00%$7,81620.0KQ1 2026
MEANS INVESTMENT CO., INC.$1.1B AUM0.00%$22,08012.0KQ3 2025OLDER
Keudell/Morrison Wealth Management$489M AUM0.00%$8,76117.0KQ1 2026
CCG WEALTH MANAGEMENT, LLC$369M AUM0.00%$5,94011.5KQ1 2026
Valeo Financial Advisors, LLC$4.7B AUM0.00%$55,20030.0KQ3 2025OLDER
SWAN Capital LLC$272M AUM0.00%$3,1046.0KQ1 2026
Jain Global LLC$24.2B AUM0.00%$135,356126.5KQ2 2025OLDER
Brevan Howard Capital Management LP$11.3B AUM0.00%$171,978160.7KQ2 2025OLDER
Callan Family Office, LLC$4.4B AUM0.00%$28,77415.6KQ3 2025OLDER
Wilkerson Advisory Group LLC$291M AUM0.00%$2,5835.0KQ1 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC$678M AUM0.00%$5,19610.1KQ1 2026
OMERS ADMINISTRATION Corp$15.6B AUM0.00%$108,413209.9KQ1 2026
Laurion Capital Management LP$2.3B AUM0.00%$38,00535.5KQ2 2025OLDER
PETERSON WEALTH MANAGEMENT$172M AUM0.00%$1,0332.0KQ1 2026
DRW Securities, LLC$7.2B AUM0.00%$25,78824.1KQ2 2025OLDER
WPG Advisers, LLC$136M AUM0.00%$7621.5KQ1 2026
State of Wyoming$844M AUM0.00%$4,3538.4KQ1 2026
BECK MACK & OLIVER LLC$4.8B AUM0.00%$26,75025.0KQ2 2025OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$36,80020.0KQ3 2025OLDER
Quantbot Technologies LP$2.4B AUM0.00%$13,16420.1KQ4 2025OLDER
Engineers Gate Manager LP$8.0B AUM0.00%$36,38219.8KQ3 2025OLDER
Garton & Associates Financial Advisors LLC$122M AUM0.00%$6561.0KQ4 2025OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$859,4801.31MQ4 2025OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$561,971305.4KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$18,43710.0KQ3 2025OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$2,5835.0KQ1 2026
GABLES CAPITAL MANAGEMENT INC.$236M AUM0.00%$7091.1KQ4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$347,712325.0KQ2 2025OLDER
OneAscent Financial Services LLC$1.8B AUM0.00%$5,16610.0KQ1 2026
Essential Partners LLC$250M AUM0.00%$696650Q1 2026
GROUP ONE TRADING LLC$52.2B AUM0.00%$140,151271.3KQ1 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$222,482207.9KQ2 2025OLDER
Point72 (DIFC) Ltd$1.5B AUM0.00%$6,5746.1KQ2 2025OLDER
IEQ CAPITAL, LLC$21.5B AUM0.00%$38,23635.7KQ2 2025OLDER
WOLVERINE TRADING, LLC$138.7B AUM0.00%$318,632174.1KQ3 2025OLDER
Meridian Wealth Management, LLC$2.8B AUM0.00%$5,88311.4KQ1 2026
Annex Advisory Services, LLC$5.3B AUM0.00%$9,54018.5KQ1 2026
Quarry LP$558M AUM0.00%$819765Q2 2025OLDER
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$111,815104.5KQ2 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$19,52818.3KQ2 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$18,54417.3KQ2 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$10,89510.2KQ2 2025OLDER
HHM Wealth Advisors, LLC$996M AUM0.00%$1,0332.0KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$92,765179.6KQ1 2026
Spire Wealth Management$3.3B AUM0.00%$2,7601.5KQ3 2025OLDER
Vanguard Personalized Indexing Management, LLC$10.2B AUM0.00%$9,54118.5KQ1 2026
KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM0.00%$7,48914.5KQ1 2026
True Wealth Design, LLC$360M AUM0.00%$261243Q2 2025OLDER
Prospera Financial Services Inc$6.2B AUM0.00%$5,68111.0KQ1 2026
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$68,89137.4KQ3 2025OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$25,28023.6KQ2 2025OLDER
GAMMA Investing LLC$2.7B AUM0.00%$1,7583.4KQ1 2026
UBS Group AG$666.3B AUM0.00%$544,1351.05MQ1 2026
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$316,658612.5KQ1 2026
Gotham Asset Management, LLC$32.7B AUM0.00%$25,47749.3KQ1 2026
Summit Trail Advisors, LLC$7.0B AUM0.00%$5,28310.2KQ1 2026
IFP Advisors, Inc$4.8B AUM0.00%$2,8501.5KQ4 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$2,6545.1KQ1 2026
Hughes Financial Services, LLC$651M AUM0.00%$456356Q3 2025OLDER
Smallwood Wealth Investment Management, LLC$190M AUM0.00%$13875Q3 2025OLDER
BLAIR WILLIAM & CO/IL$34.9B AUM0.00%$23,83946.2KQ1 2026
Independent Advisor Alliance$9.3B AUM0.00%$5,97611.6KQ1 2026
Brooklyn Investment Group$3.2B AUM0.00%$481449Q2 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$15,79924.1KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$433,567839.4KQ1 2026
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$1,818988Q3 2025OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$295,967573.0KQ1 2026
MAI Capital Management$17.7B AUM0.00%$7,53914.6KQ1 2026
Wealthspire Advisors, LLC$12.7B AUM0.00%$5,33010.3KQ1 2026
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$2M3.24MQ1 2026
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2,6615.2KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$364,906702.8KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$40,43422.0KQ3 2025OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$25,67214.0KQ3 2025OLDER
Investors Research Corp$523M AUM0.00%$209405Q1 2026
VANGUARD GROUP INC$6.90T AUM0.00%$3M3.88MQ4 2025OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$5,68211.0KQ1 2026
Cerity Partners LLC$70.8B AUM0.00%$19,20617.9KQ2 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$537,7921.04MQ1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$685640Q2 2025OLDER
BROWN BROTHERS HARRIMAN & CO$18.6B AUM0.00%$5,35010.4KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$168,103325.5KQ1 2026
CIBC Asset Management Inc$40.9B AUM0.00%$11,07521.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$2,6215.4KQ1 2026
Pathstone Holdings, LLC$25.1B AUM0.00%$5,49610.6KQ1 2026
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$175,86495.6KQ3 2025OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$11,95918.2KQ4 2025OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$26,38251.1KQ1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$258500Q1 2026
TOTAL INVESTMENT MANAGEMENT INC$858M AUM0.00%$107100Q2 2025OLDER
Baird Financial Group, Inc.$64.0B AUM0.00%$9,86415.0KQ4 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$109,506212.0KQ1 2026
Focus Partners Wealth$89.9B AUM0.00%$12,71224.6KQ1 2026
HighTower Advisors, LLC$94.2B AUM0.00%$12,44319.0KQ4 2025OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$11,7946.4KQ3 2025OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$16,05631.1KQ1 2026
BlackRock, Inc.$5.72T AUM0.00%$666,7801.29MQ1 2026
Kilter Group LLC$232M AUM0.00%$2751Q1 2026
Arax Advisory Partners$3.5B AUM0.00%$682371Q3 2025OLDER
Mariner, LLC$85.7B AUM0.00%$8,05312.3KQ4 2025OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$17,81134.5KQ1 2026
Creative Planning$147.4B AUM0.00%$12,37724.0KQ1 2026
STATE STREET CORP$2.90T AUM0.00%$213,073412.5KQ1 2026
IMC-Chicago, LLC$278.4B AUM0.00%$19,14937.1KQ1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1,663904Q3 2025OLDER
SIMPLEX TRADING, LLC$149.1B AUM0.00%$11,11216.9KQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$3,2825.0KQ4 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$6,40512.4KQ1 2026
Parkside Financial Bank & Trust$1.3B AUM0.00%$6736Q3 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$18,21235.3KQ1 2026
CWM, LLC$38.1B AUM0.00%$1,5743.0KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2,4634.8KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$59,53290.7KQ1 2026
Global Retirement Partners, LLC$5.6B AUM0.00%$198302Q4 2025OLDER
FMR LLC$1.90T AUM0.00%$64,96199.0KQ4 2025OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$155300Q1 2026
Advisory Services Network, LLC$7.5B AUM0.00%$170330Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$6,26412.1KQ1 2026
Bear Mountain Capital, Inc.$333M AUM0.00%$512Q1 2026
Bank of New York Mellon Corp$543.9B AUM0.00%$5,82611.3KQ1 2026
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$2,0534.0KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$1,8794.3KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$3,8673.6KQ4 2025OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$9301.8KQ1 2026
NFSG Corp$608M AUM0.00%$510Q1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$3,0005.0KQ1 2026
Bogart Wealth, LLC$2.6B AUM0.00%$1326Q1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$5,4458.3KQ4 2025OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$406788Q1 2026
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$432235Q3 2025OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$9492.2KQ1 2026
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$1020Q1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$1938Q1 2026
COMERICA BANK$25.1B AUM0.00%$812Q4 2025OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$1625Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$104200Q1 2026
CITIGROUP INC$234.5B AUM0.00%$1834Q1 2026
Optiver Holding B.V.$289.5B AUM0.00%$510Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.