Upexi, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 5.00 M | $28.70 M | 100.00% | 63.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 2.04 M | $11.78 M | 2,202.59% | 3.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.92 M | $11.08 M | 576.51% | 3.47% |
| JANE STREET GROUP, LLC | 11/14/2025 | 1.64 M | $9.45 M | 674.42% | 2.96% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 200.00 K | $1.15 M | 100.00% | 2.53% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 1.25 M | $7.18 M | 100.00% | 2.26% |
| CITADEL ADVISORS LLC | 11/14/2025 | 1.14 M | $6.60 M | 1,564.48% | 2.07% |
| JPMORGAN CHASE & CO | 11/26/2025 | 150.23 K | $866.81 K | 100.00% | 1.90% |
| MMCAP INTERNATIONAL INC. SPC | 11/10/2025 | 766.93 K | $4.43 M | 100.00% | 1.39% |
| UBS GROUP AG | 11/13/2025 | 757.24 K | $4.37 M | 1,988.72% | 1.37% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 751.48 K | $4.34 M | 558.48% | 1.36% |
| VANGUARD GROUP INC | 11/07/2025 | 710.74 K | $4.10 M | 41.91% | 1.28% |
| BLACKROCK, INC. | 11/12/2025 | 682.04 K | $3.94 M | 100.00% | 1.23% |
| MAREX GROUP PLC | 11/14/2025 | 644.18 K | $3.72 M | 100.00% | 1.16% |
| SHARIAPORTFOLIO, INC. | 11/06/2025 | 622.73 K | $3.59 M | 100.00% | 1.13% |
| JANE STREET GROUP, LLC | 11/14/2025 | 614.87 K | $3.55 M | 100.00% | 1.11% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 458.35 K | $2.65 M | 36.43% | 0.83% |
| KATHMERE CAPITAL MANAGEMENT, LLC | 10/22/2025 | 417.98 K | $2.41 M | -80.94% | 0.76% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 365.96 K | $2.11 M | -5.01% | 0.66% |
| CANTOR FITZGERALD, L. P. | 12/01/2025 | 50.00 K | $288.50 K | 100.00% | 0.63% |
| CITADEL ADVISORS LLC | 11/14/2025 | 302.60 K | $1.75 M | 224.68% | 0.55% |
| MORGAN STANLEY | 11/14/2025 | 301.12 K | $1.74 M | 44,709.97% | 0.54% |
| JANE STREET GROUP, LLC | 11/14/2025 | 293.70 K | $1.69 M | 575.17% | 0.53% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 267.14 K | $1.54 M | 372.54% | 0.48% |
| HEIGHTS CAPITAL MANAGEMENT, INC | 11/18/2025 | 250.00 K | $1.44 M | 100.00% | 0.45% |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 11/14/2025 | 200.00 K | $1.15 M | 100.00% | 0.36% |
| STATE STREET CORP | 11/14/2025 | 192.02 K | $1.11 M | 47.66% | 0.35% |
| BARCLAYS PLC | 11/12/2025 | 175.48 K | $1.01 M | 100.00% | 0.32% |
| LPL FINANCIAL LLC | 11/12/2025 | 100.00 K | $577.00 K | 100.00% | 0.18% |
| NORTHERN TRUST CORP | 11/14/2025 | 89.01 K | $513.58 K | 48.14% | 0.16% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 82.29 K | $474.82 K | 3,588.53% | 0.15% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 74.48 K | $429.74 K | 100.00% | 0.13% |
| BLUECREST CAPITAL MANAGEMENT LTD | 11/14/2025 | 70.57 K | $407.16 K | 100.00% | 0.13% |
| PHOENIX HOLDINGS LTD. | 11/13/2025 | 70.00 K | $404.14 K | 100.00% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2025 | 61.62 K | $355.55 K | -53.29% | 0.11% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2025 | 60.14 K | $347.00 K | 100.00% | 0.11% |
| BARCLAYS PLC | 11/12/2025 | 50.00 K | $288.50 K | 100.00% | 0.09% |
| PARALLAX VOLATILITY ADVISERS, L.P. | 11/14/2025 | 50.00 K | $288.50 K | 100.00% | 0.09% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 41.30 K | $238.30 K | 100.00% | 0.07% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 40.46 K | $233.00 K | 105.60% | 0.07% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 35.11 K | $202.57 K | 100.00% | 0.06% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2025 | 33.71 K | $194.48 K | 100.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 31.33 K | $181.00 K | 123.75% | 0.06% |
| XTX TOPCO LTD | 11/14/2025 | 31.30 K | $180.60 K | -62.51% | 0.06% |
| SG AMERICAS SECURITIES, LLC | 10/23/2025 | 30.65 K | $177.00 K | 100.00% | 0.06% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 27.93 K | $161.14 K | 100.00% | 0.05% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 27.07 K | $156.21 K | -55.03% | 0.05% |
| SYNOVUS FINANCIAL CORP | 11/07/2025 | 25.10 K | $144.83 K | 100.00% | 0.05% |
| HAP TRADING, LLC | 11/12/2025 | 24.70 K | $15.99 M | 100.00% | 0.04% |
| STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 12/03/2025 | 3.26 K | $79.74 K | 100.00% | 0.04% |
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Upexi, Inc. institutional Ownership - FAQ's
During the previous two years, 73 institutional investors and hedge funds held shares of Upexi, Inc.. The most heavily invested institutionals were:
Polar Asset Management Partners Inc.: 5 M
Alyeska Investment Group, L.P.: 1.25 M
MMCAP International Inc. SPC: 766,933
UBS Group AG: 757,244
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 751,479
VANGUARD GROUP INC: 710,744
195.49% of Upexi, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 16.06 M shares in the last 24 months. This purchase volume represents approximately $119.50 M in transactions.