Upexi Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 02/17/2026 | 2.76 M | $4.64 M | 100.00% | 4.54% | |
| MAREX GROUP PLC | 02/12/2026 | 2.51 M | $4.21 M | 289.21% | 4.12% |
| MMCAP INTERNATIONAL INC. SPC | 02/09/2026 | 2.33 M | $3.91 M | 203.39% | 3.83% |
| JANE STREET GROUP, LLC | 02/12/2026 | 899.83 K | $1.51 M | 46.34% | 1.63% |
| JANE STREET GROUP, LLC | 02/12/2026 | 826.10 K | $1.39 M | -49.56% | 1.49% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 846.55 K | $1.42 M | 131.32% | 1.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 798.90 K | $1.34 M | -58.40% | 1.31% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 769.73 K | $1.29 M | 2.43% | 1.27% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 744.44 K | $1.25 M | 100.00% | 1.22% |
| GROUP ONE TRADING, L.P. | 02/12/2026 | 728.93 K | $1.22 M | 100.00% | 1.20% |
| VANGUARD GROUP INC | 01/29/2026 | 710.74 K | $1.19 M | 0.00% | 1.17% |
| BLACKROCK, INC. | 02/12/2026 | 681.31 K | $1.14 M | -0.11% | 1.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 591.30 K | $993.38 K | -71.05% | 0.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 499.61 K | $839.82 K | 9.00% | 0.82% |
| UBS GROUP AG | 01/29/2026 | 479.89 K | $806.21 K | -36.63% | 0.79% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 444.95 K | $747.52 K | 2,271.68% | 0.73% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 406.26 K | $682.51 K | 100.00% | 0.67% |
| CITADEL ADVISORS LLC | 02/17/2026 | 399.70 K | $671.50 K | -65.05% | 0.66% |
| QUADRATURE CAPITAL LTD | 02/17/2026 | 361.66 K | $607.58 K | 100.00% | 0.59% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 279.58 K | $469.69 K | 100.00% | 0.46% |
| CITADEL ADVISORS LLC | 02/17/2026 | 229.20 K | $385.06 K | -24.26% | 0.38% |
| CITADEL ADVISORS LLC | 02/17/2026 | 197.18 K | $331.26 K | 219.99% | 0.32% |
| STATE STREET CORP | 02/13/2026 | 192.02 K | $322.60 K | 0.00% | 0.32% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 03/04/2026 | 159.80 K | $268.46 K | 100.00% | 0.29% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 174.77 K | $293.61 K | 100.00% | 0.29% |
| 03/23/2026 | 152.00 K | $255.36 K | 100.00% | 0.27% | |
| XTX TOPCO LTD | 02/17/2026 | 152.87 K | $256.83 K | 388.43% | 0.25% |
| JANE STREET GROUP, LLC | 02/12/2026 | 138.80 K | $233.18 K | -52.74% | 0.25% |
| MORGAN STANLEY | 02/13/2026 | 137.79 K | $231.48 K | -54.24% | 0.23% |
| ENGINEERS GATE MANAGER LP | 02/17/2026 | 120.39 K | $202.25 K | 808.12% | 0.20% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 111.30 K | $186.98 K | 652.03% | 0.18% |
| OMERS ADMINISTRATION CORP | 02/13/2026 | 101.20 K | $170.02 K | 100.00% | 0.17% |
| NORTHERN TRUST CORP | 02/17/2026 | 89.59 K | $150.51 K | 0.65% | 0.15% |
| SHARIAPORTFOLIO, INC. | 01/21/2026 | 79.83 K | $134.11 K | -87.18% | 0.14% |
| SIMPLEX TRADING, LLC | 02/11/2026 | 87.20 K | $146.50 K | -67.36% | 0.14% |
| 02/18/2026 | 70.72 K | $118.81 M | 100.00% | 0.12% | |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 69.09 K | $116.06 K | -16.05% | 0.11% |
| ARISTIDES CAPITAL LLC | 02/26/2026 | 59.34 K | $99.70 K | 100.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 57.46 K | $96.52 K | 105.73% | 0.10% |
| PHOENIX HOLDINGS LTD. | 02/05/2026 | 52.00 K | $87.28 K | -25.71% | 0.09% |
| MILLINGTON FINANCIAL ADVISORS, LLC | 02/09/2026 | 40.00 K | $45.60 K | 100.00% | 0.07% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 33.88 K | $56.92 K | 1,186.29% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 32.63 K | $54.81 K | 4.15% | 0.05% |
| KEYSTONE FINANCIAL GROUP | 02/06/2026 | 27.33 K | $45.91 K | 100.00% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 24.91 K | $41.85 K | 81.52% | 0.04% |
| LPL FINANCIAL LLC | 02/11/2026 | 24.37 K | $40.94 K | 50.00% | 0.04% |
| NOMURA HOLDINGS INC | 02/17/2026 | 24.00 K | $40.32 K | 33.33% | 0.04% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 23.66 K | $39.75 K | 38.20% | 0.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 20.50 K | $35.00 K | 100.00% | 0.03% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 02/17/2026 | 18.18 K | $30.54 K | 100.00% | 0.03% |
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Upexi Inc institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Upexi Inc. The most heavily invested institutionals were:
UBS Group AG: 765,776
IMC-Chicago, LLC: 48,070
COMMONWEALTH EQUITY SERVICES, LLC: 32,625
J.W. COLE ADVISORS, INC.: 15,100
Private Advisor Group, LLC: 11,525
Smith Thornton Advisors LLC: 11,000
32.43% of Upexi Inc stock is owned by institutional investors.
Institutional investors have bought a total of 15.27 M shares in the last 24 months. This purchase volume represents approximately $14.81 M in transactions.