Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UPXI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $3.3M | β | 5.164% | 0.00% |
| 2 | Arrington Capital Management, LLC | 2.8M | $2.7M | 0.0% | 4.213% | 3.03% |
| 3 | MMCAP International Inc. SPC | 2.3M | $2.3M | 0.0% | 3.552% | 0.20% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.3M | $1.2M | -41.6% | 1.924% | 0.00% |
| 5 | ADVISOR GROUP HOLDINGS, INC. | 776K | $768K | +74.4% | 1.184% | 0.00% |
| 6 | UBS Group AG | 766K | $755K | +59.6% | 1.169% | 0.00% |
| 7 | BlackRock, Inc. | 681K | $671K | 0.0% | 1.040% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 539K | $531K | +7.8% | 0.822% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 328K | $323K | β | 0.501% | 0.00% |
| 10 | MILLENNIUM MANAGEMENT LLC | 294K | $290K | -65.3% | 0.449% | 0.00% |
| 11 | J. Derek Lewis & Associates Inc. | 152K | $255K | β | 0.232% | 0.06% |
| 12 | STATE STREET CORP | 192K | $189K | 0.0% | 0.293% | 0.00% |
| 13 | Quantbot Technologies LP | 123K | $122K | β | 0.188% | 0.00% |
| 14 | OMERS ADMINISTRATION Corp | 121K | $119K | +19.4% | 0.184% | 0.00% |
| 15 | XTX Topco Ltd | 119K | $118K | -21.9% | 0.182% | 0.00% |
| 16 | NORTHERN TRUST CORP | 108K | $107K | +20.8% | 0.165% | 0.00% |
| 17 | NATIONAL BANK OF CANADA /FI/ | 82K | $81K | -26.3% | 0.125% | 0.00% |
| 18 | Point72 Asset Management, L.P. | 71K | $70K | -82.5% | 0.108% | 0.00% |
| 19 | Pinnacle Financial Partners, Inc. | 71K | $70K | 0.0% | 0.108% | 0.00% |
| 20 | GROUP ONE TRADING, L.P. | 70K | $69K | -90.4% | 0.107% | 0.00% |
| 21 | Millington Financial Advisors, LLC | 40K | $54K | 0.0% | 0.061% | 0.02% |
| 22 | Engineers Gate Manager LP | 53K | $52K | -56.1% | 0.081% | 0.00% |
| 23 | IMC-Chicago, LLC | 48K | $47K | β | 0.073% | 0.00% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 33K | $32K | 0.0% | 0.050% | 0.00% |
| 25 | BALYASNY ASSET MANAGEMENT LLC | 31K | $30K | -89.1% | 0.047% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UPXI β a direct measure of their conviction.
Filings activity in UPXI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UPXI position in Q1 2026
Institutions that fully closed their UPXI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 53 | 16% | 24.45% | 31.33 pp | $15M | 56% |
| Q4 2025 | 63 | 4.5% | 55.78% | 144.21 pp | $33M | 75% |
| Q3 2025 | 66 | +120% | 199.99% | +163.03 pp | $132M | +497% |
| Q2 2025 | 30 | +329% | 36.96% | +36.91 pp | $22M | +77821% |
| Q1 2025 | 7 | 13% | 0.05% | 0.04 pp | $0M | 49% |
| Q4 2024 | 8 | 20% | 0.09% | 0.86 pp | $0M | 90% |
| Q3 2024 | 10 | 33% | 0.95% | +0.55 pp | $1M | +135% |
| Q2 2024 | 15 | β | 0.40% | β | $0M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UPXI stock.
Based on Q1 2026 13F filings, institutional ownership of Upexi, Inc. stands at 24.4%, held across 53 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of UPXI, with approximately 3,382,602 shares worth $0.00B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of UPXI, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for UPXI is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
14 institutions opened new positions in UPXI during Q1 2026, while 24 fully exited. 3 added to existing positions and 35 trimmed.
UPXI institutional ownership fell by 31.33 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 88.7% of all reported 13F value in UPXI, and the top 25 account for 98.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Upexi, Inc. (UPXI) Institutional Ownership