Upexi Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/15/2026 | 3.38 M | $3.34 M | 100.00% | 5.56% | |
| 05/14/2026 | 2.76 M | $2.72 M | 0.00% | 4.54% | |
| MMCAP INTERNATIONAL INC. SPC | 05/15/2026 | 2.33 M | $2.29 M | 0.00% | 3.83% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 775.86 K | $768.10 K | 74.37% | 1.28% |
| UBS GROUP AG | 05/05/2026 | 765.78 K | $755.06 K | 59.57% | 1.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 698.73 K | $688.67 K | -9.22% | 1.15% |
| BLACKROCK, INC. | 05/13/2026 | 681.31 K | $671.50 K | 0.00% | 1.12% |
| JANE STREET GROUP, LLC | 05/12/2026 | 680.10 K | $670.31 K | -17.67% | 1.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 538.52 K | $531.05 K | 7.79% | 0.89% |
| HRT FINANCIAL LP | 05/14/2026 | 417.85 K | $411.00 K | 100.00% | 0.69% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 413.50 K | $409.37 K | -48.24% | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 327.98 K | $323.39 K | 100.00% | 0.54% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 294.18 K | $289.95 K | -65.25% | 0.48% |
| CITADEL ADVISORS LLC | 05/15/2026 | 266.30 K | $262.47 K | -33.38% | 0.44% |
| STATE STREET CORP | 05/15/2026 | 192.02 K | $189.26 K | 0.00% | 0.32% |
| JANE STREET GROUP, LLC | 05/12/2026 | 190.70 K | $187.95 K | -78.81% | 0.31% |
| CITADEL ADVISORS LLC | 05/15/2026 | 152.50 K | $150.30 K | -33.46% | 0.25% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 148.30 K | $146.82 K | -74.92% | 0.24% |
| QUANTBOT TECHNOLOGIES LP | 05/13/2026 | 123.42 K | $121.64 K | 100.00% | 0.20% |
| OMERS ADMINISTRATION CORP | 05/15/2026 | 120.80 K | $119.06 K | 19.37% | 0.20% |
| XTX TOPCO LTD | 05/15/2026 | 119.45 K | $117.73 K | -21.86% | 0.20% |
| NORTHERN TRUST CORP | 05/14/2026 | 108.22 K | $106.66 K | 20.79% | 0.18% |
| 05/21/2026 | 97.00 K | $95.60 K | -36.18% | 0.16% | |
| NATIONAL BANK OF CANADA /FI/ | 05/15/2026 | 82.00 K | $80.82 K | -26.33% | 0.13% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 71.09 K | $70.07 K | -82.50% | 0.12% |
| 05/14/2026 | 70.72 K | $69.70 K | 0.00% | 0.12% | |
| GROUP ONE TRADING, L.P. | 05/13/2026 | 70.03 K | $69.02 K | -90.39% | 0.12% |
| ENGINEERS GATE MANAGER LP | 05/15/2026 | 52.85 K | $52.09 K | -56.10% | 0.09% |
| IMC-CHICAGO, LLC | 05/05/2026 | 48.07 K | $47.38 K | 100.00% | 0.08% |
| MILLINGTON FINANCIAL ADVISORS, LLC | 05/08/2026 | 40.00 K | $54.00 K | 0.00% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 38.20 K | $37.65 K | -72.48% | 0.06% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 32.63 K | $32.16 K | 0.00% | 0.05% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 30.52 K | $30.08 K | -89.08% | 0.05% |
| SHARIAPORTFOLIO, INC. | 06/12/2026 | 27.79 K | $27.39 K | -65.19% | 0.05% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 24.21 K | $23.86 K | 2.31% | 0.04% |
| QUADRATURE CAPITAL LTD | 05/15/2026 | 23.17 K | $22.84 K | -93.59% | 0.04% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 22.19 K | $21.87 K | -61.38% | 0.04% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 20.50 K | $21.00 K | 0.00% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 18.51 K | $18.26 K | 100.00% | 0.03% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 16.00 K | $15.77 K | 0.00% | 0.03% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 15.10 K | $14.88 K | 0.00% | 0.02% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 13.50 K | $13.31 K | 100.00% | 0.02% |
| LPL FINANCIAL LLC | 05/06/2026 | 13.27 K | $13.08 K | -45.55% | 0.02% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 11.70 K | $11.53 K | 0.00% | 0.02% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 11.53 K | $11.36 K | 7.46% | 0.02% |
| SMITH THORNTON ADVISORS LLC | 04/16/2026 | 11.00 K | $10.84 K | 0.00% | 0.02% |
| CATALYST FUNDS MANAGEMENT PTY LTD | 05/11/2026 | 10.50 K | $10.35 K | 100.00% | 0.02% |
| MARINER, LLC | 05/13/2026 | 10.01 K | $9.86 K | 0.05% | 0.02% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 10.00 K | $9.86 K | -27.14% | 0.02% |
| ROSSBY FINANCIAL, LCC | 05/11/2026 | 9.20 K | $9.09 K | 80.39% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
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:
MMCAP International Inc. SPC: 2.33 M
ADVISOR GROUP HOLDINGS, INC.: 775,862
UBS Group AG: 765,776
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 698,728
BlackRock, Inc.: 681,308
GEODE CAPITAL MANAGEMENT, LLC: 538,517
24.17% of Upexi Inc stock is owned by institutional investors.
Institutional investors have bought a total of 9.14 M shares in the last 24 months. This purchase volume represents approximately $8.86 M in transactions.