UPXI Upexi, Inc.

NASDAQ
$1.07

Upexi, Inc. (UPXI) Institutional Ownership

What the institutions did with UPXI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
66
filed both this quarter and last
Managers holding
48
-7 on the quarter
Buyers
27
11 opened new
Sellers
29
18 sold out entirely
Buyer share
48.2%
of managers who traded it
Breadth
-3.6
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Arrington Capital Management, LLC 2.8M 21.2%
VANGUARD CAPITAL MANAGEMENT LLC 2.4M 18.5%
MMCAP International Inc. SPC 2.3M 17.8%
BlackRock, Inc. 888.9K 6.8%
OSAIC HOLDINGS, INC. 770.2K 5.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 703.1K 5.4%
GEODE CAPITAL MANAGEMENT, LLC 582.9K 4.5%
VANGUARD FIDUCIARY TRUST CO 311.4K 2.4%
MILLENNIUM MANAGEMENT LLC 271.2K 2.1%
UBS Group AG 232.2K 1.8%
XTX Topco Ltd 229.7K 1.8%
STATE STREET CORP 192.0K 1.5%
JANE STREET GROUP, LLC 191.5K 1.5%
HRT FINANCIAL LP 142.5K 1.1%
J. Derek Lewis & Associates Inc. 125.0K 1.0%
NORTHERN TRUST CORP 117.3K 0.9%
CITADEL ADVISORS LLC 100.4K 0.8%
CITIGROUP INC 79.1K 0.6%
Engineers Gate Manager LP 77.7K 0.6%
Pinnacle Financial Partners, Inc. 70.7K 0.5%
Virtu Financial LLC 70.6K 0.5%
GOLDMAN SACHS GROUP INC 68.4K 0.5%
IMC-Chicago, LLC 52.8K 0.4%
Millington Financial Advisors, LLC 40.0K 0.3%
COMMONWEALTH EQUITY SERVICES, LLC 33.1K 0.3%

Largest changes

Manager Action Previous Current Change
VANGUARD CAPITAL MANAGEMENT LLC Reduced 3.4M 2.4M -972.9K
UBS Group AG Reduced 765.8K 232.2K -533.6K
HRT FINANCIAL LP Reduced 417.8K 142.5K -275.3K
BlackRock, Inc. Increased 681.3K 888.9K +207.6K
Quantbot Technologies LP Sold Out 123.4K 0 -123.4K
OMERS ADMINISTRATION Corp Sold Out 120.8K 0 -120.8K
XTX Topco Ltd Increased 119.5K 229.7K +110.2K
CITADEL ADVISORS LLC New 0 100.4K +100.4K
NATIONAL BANK OF CANADA /FI/ Sold Out 82.0K 0 -82.0K
CITIGROUP INC Increased 5 79.1K +79.1K
Point72 Asset Management, L.P. Sold Out 71.1K 0 -71.1K
Virtu Financial LLC New 0 70.6K +70.6K
GROUP ONE TRADING LLC Sold Out 70.0K 0 -70.0K
Strategic Investment Solutions, Inc. /IL Sold Out 56.4K 0 -56.4K
GOLDMAN SACHS GROUP INC Increased 22.2K 68.4K +46.2K
GEODE CAPITAL MANAGEMENT, LLC Increased 538.5K 582.9K +44.4K
Balyasny Asset Management L.P. Sold Out 30.5K 0 -30.5K
J. Derek Lewis & Associates Inc. Increased 97.0K 125.0K +28.0K
SHARIAPORTFOLIO, INC. Sold Out 27.8K 0 -27.8K
Engineers Gate Manager LP Increased 52.9K 77.7K +24.9K
Quadrature Capital Ltd Sold Out 23.2K 0 -23.2K
MILLENNIUM MANAGEMENT LLC Reduced 294.2K 271.2K -23.0K
PRICE T ROWE ASSOCIATES INC /MD/ Sold Out 20.5K 0 -20.5K
MORGAN STANLEY Increased 7.1K 27.2K +20.1K
VANGUARD FIDUCIARY TRUST CO Reduced 328.0K 311.4K -16.6K
Clearstead Advisors, LLC Sold Out 16.0K 0 -16.0K
SG Americas Securities, LLC New 0 14.4K +14.4K
Stratos Wealth Partners, LTD. New 0 13.3K +13.3K
GREAT VALLEY ADVISOR GROUP, INC. Sold Out 11.7K 0 -11.7K
DEUTSCHE BANK AG\ New 0 11.4K +11.4K
Catalyst Funds Management Pty Ltd Sold Out 10.5K 0 -10.5K
Waverly Advisors, LLC Sold Out 10.0K 0 -10.0K
Rossby Financial, LCC Sold Out 9.2K 0 -9.2K
NORTHERN TRUST CORP Increased 108.2K 117.3K +9.1K
Smith Thornton Advisors LLC Increased 11.0K 17.5K +6.5K
OSAIC HOLDINGS, INC. Reduced 775.9K 770.2K -5.6K
IMC-Chicago, LLC Increased 48.1K 52.8K +4.7K
JPMORGAN CHASE & CO New 0 4.4K +4.4K
SUSQUEHANNA INTERNATIONAL GROUP, LLP Increased 698.7K 703.1K +4.4K
Integrated Wealth Concepts LLC New 0 3.5K +3.5K
LPL Financial LLC Reduced 13.3K 10.1K -3.2K
Portus Wealth Advisors, LLC Sold Out 1.6K 0 -1.6K
Summit Financial, LLC Increased 13.5K 15.0K +1.5K
Avion Wealth Reduced 1.6K 527 -1.1K
Private Advisor Group, LLC Reduced 11.5K 10.5K -1.1K
MAI Capital Management Sold Out 875 0 -875
JANE STREET GROUP, LLC Increased 190.7K 191.5K +841
Tower Research Capital LLC (TRC) New 0 675 +675
Catherine Avery Investment Management LLC New 0 500 +500
COMMONWEALTH EQUITY SERVICES, LLC Increased 32.6K 33.1K +500
VALLEY NATIONAL ADVISERS INC New 0 390 +390
J.W. COLE ADVISORS, INC. Reduced 15.1K 14.8K -300
SBI Securities Co., Ltd. Reduced 1.8K 1.6K -185
ROYAL BANK OF CANADA Increased 70 80 +10
Optiver Holding B.V. New 0 4 +4
Farther Finance Advisors, LLC Sold Out 4 0 -4

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.