Upexi Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARRINGTON CAPITAL MANAGEMENT, LLC | 08/11/2026 | 2.76 M | $2.16 M | 0.00% | 4.21% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.41 M | $1.89 M | -28.76% | 3.68% |
| MMCAP INTERNATIONAL INC. SPC | 08/14/2026 | 2.33 M | $1.82 M | 0.00% | 3.55% |
| BLACKROCK, INC. | 08/07/2026 | 888.91 K | $697.08 K | 30.47% | 1.36% |
| JANE STREET GROUP, LLC | 08/14/2026 | 802.80 K | $629.56 K | 18.04% | 1.23% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 770.24 K | $600.78 K | -0.73% | 1.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 703.13 K | $551.39 K | 0.63% | 1.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 582.90 K | $457.35 K | 8.24% | 0.89% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 376.00 K | $293.28 K | -9.07% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 311.36 K | $244.11 K | -5.07% | 0.48% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 271.22 K | $212.69 K | -7.81% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 232.21 K | $182.05 K | -69.68% | 0.35% |
| XTX TOPCO LTD | 08/14/2026 | 229.65 K | $180.09 K | 92.25% | 0.35% |
| CITADEL ADVISORS LLC | 09/02/2026 | 205.70 K | $161.31 K | -22.76% | 0.31% |
| STATE STREET CORP | 08/07/2026 | 192.02 K | $150.58 K | 0.00% | 0.29% |
| JANE STREET GROUP, LLC | 08/14/2026 | 191.54 K | $150.20 K | 0.44% | 0.29% |
| HRT FINANCIAL LP | 08/14/2026 | 142.53 K | $111.00 K | -65.89% | 0.22% |
| J. DEREK LEWIS & ASSOCIATES INC. | 07/31/2026 | 125.00 K | $98.03 K | 28.87% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 117.90 K | $91.96 K | -20.50% | 0.18% |
| NORTHERN TRUST CORP | 08/13/2026 | 117.31 K | $92.00 K | 8.40% | 0.18% |
| CITADEL ADVISORS LLC | 09/02/2026 | 113.20 K | $88.77 K | -25.77% | 0.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 100.40 K | $78.74 K | 100.00% | 0.15% |
| CITIGROUP INC | 08/03/2026 | 79.14 K | $62.06 K | 1,582,600.00% | 0.12% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 77.74 K | $60.96 K | 47.08% | 0.12% |
| PINNACLE FINANCIAL PARTNERS, INC. | 08/14/2026 | 70.72 K | $55.46 K | 0.00% | 0.11% |
| VIRTU FINANCIAL LLC | 08/13/2026 | 70.64 K | $55.00 K | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 70.60 K | $55.37 K | 84.82% | 0.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 68.38 K | $53.62 K | 208.13% | 0.10% |
| IMC-CHICAGO, LLC | 08/06/2026 | 52.77 K | $41.38 K | 9.77% | 0.08% |
| MILLINGTON FINANCIAL ADVISORS, LLC | 08/07/2026 | 40.00 K | $32.18 K | 0.00% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 33.13 K | $25.98 K | 1.53% | 0.05% |
| MORGAN STANLEY | 08/13/2026 | 27.17 K | $21.30 K | 282.62% | 0.04% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 24.21 K | $18.98 K | 0.00% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 18.51 K | $14.52 K | 0.00% | 0.03% |
| SMITH THORNTON ADVISORS LLC | 07/14/2026 | 17.50 K | $13.26 K | 59.09% | 0.03% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 15.00 K | $11.76 K | 11.11% | 0.02% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 14.80 K | $11.61 K | -1.99% | 0.02% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 14.43 K | $11.00 K | 100.00% | 0.02% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 13.30 K | $10.43 K | 100.00% | 0.02% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 11.40 K | $8.89 K | 100.00% | 0.02% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 10.48 K | $8.21 K | -9.11% | 0.02% |
| LPL FINANCIAL LLC | 08/07/2026 | 10.07 K | $7.90 K | -24.12% | 0.02% |
| MARINER, LLC | 08/13/2026 | 10.01 K | $7.85 K | 0.00% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2026 | 4.44 K | $3.68 K | 100.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 3.50 K | $2.75 K | 100.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 1.58 K | $1.24 K | -10.48% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 675 | $529 | 100.00% | 0.00% |
| CATHERINE AVERY INVESTMENT MANAGEMENT LLC | 07/27/2026 | 500 | $392 | 100.00% | 0.00% |
| VALLEY NATIONAL ADVISERS INC | 07/29/2026 | 390 | $306 | 100.00% | 0.00% |
| SIGNATUREFD, LLC | 07/24/2026 | 113 | $89 | 0.00% | 0.00% |
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Upexi Inc institutional Ownership - FAQ's
During the previous two years, 69 institutional investors and hedge funds held shares of Upexi Inc. The most heavily invested institutionals were:
Arrington Capital Management, LLC: 2.76 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.41 M
MMCAP International Inc. SPC: 2.33 M
BlackRock, Inc.: 888,906
ADVISOR GROUP HOLDINGS, INC.: 770,236
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 703,129
19.91% of Upexi Inc stock is owned by institutional investors.
Institutional investors have bought a total of 13.80 M shares in the last 24 months. This purchase volume represents approximately $13.38 M in transactions.