UPEXI INC (UPXI)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
Institutions report 12,818,648 shares against 70,261,828 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Arrington Capital Management, LLC | $2.2M | 2,760,107 | 1.33% | 3q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9M | 2,409,720 | 0.00% | 2q | -28.8%-$762.7K |
| MMCAP International Inc. SPC | $1.8M | 2,326,777 | 0.15% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $936.6K | 703,129 | 0.00% | 5q | +0.6%+$5.9K |
| GROUP ONE TRADING LLC | $919.8K | options only | 0.00% | 5q | OPTIONS |
| JANE STREET GROUP, LLC | $835.1K | 191,536 | 0.00% | 5q | HELD |
| BlackRock, Inc. | $697.1K | 888,906 | 0.00% | 4q | +30.5%+$162.8K |
| OSAIC HOLDINGS, INC. | $600.8K | 770,236 | 0.00% | 5q | -0.7%-$4.4K |
| SIMPLEX TRADING, LLC | $469.0K | options only | 0.00% | 5q | OPTIONS |
| GEODE CAPITAL MANAGEMENT, LLC | $457.4K | 582,895 | 0.00% | 5q | +8.2%+$34.8K |
| CITADEL ADVISORS LLC | $328.8K | 100,402 | 0.00% | 5q | HELD |
| IMC-Chicago, LLC | $246.2K | 52,768 | 0.00% | 2q | +9.8%+$21.9K |
| VANGUARD FIDUCIARY TRUST CO | $244.1K | 311,362 | 0.00% | 2q | -5.1%-$13.0K |
| MILLENNIUM MANAGEMENT LLC | $212.7K | 271,216 | 0.00% | 5q | -7.8%-$18.0K |
| UBS Group AG | $182.0K | 232,206 | 0.00% | 7q | -69.7%-$418.3K |
| XTX Topco Ltd | $180.1K | 229,653 | 0.00% | 5q | +92.3%+$86.4K |
| STATE STREET CORP | $150.6K | 192,022 | 0.00% | 5q | HELD |
| J. Derek Lewis & Associates Inc. | $98.0K | 125,000 | 0.02% | 3q | +28.9%+$22.0K |
| NORTHERN TRUST CORP | $92.0K | 117,311 | 0.00% | 5q | +8.4%+$7.1K |
| CITIGROUP INC | $62.1K | 79,135 | 0.00% | 2q | +1582600.0%+$62.1K |
| Engineers Gate Manager LP | $61.0K | 77,738 | 0.00% | 4q | +47.1%+$19.5K |
| Pinnacle Financial Partners, Inc. | $55.5K | 70,720 | 0.00% | 3q | HELD |
| GOLDMAN SACHS GROUP INC | $53.6K | 68,378 | 0.00% | 4q | +208.1%+$36.2K |
| Millington Financial Advisors, LLC | $32.2K | 40,000 | 0.01% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $26.0K | 33,125 | 0.00% | 5q | +1.5% |
| MORGAN STANLEY | $21.3K | 27,166 | 0.00% | 6q | +282.6%+$15.7K |
| Cetera Investment Advisers | $19.0K | 24,207 | 0.00% | 4q | HELD |
| Vanguard Global Advisers, LLC | $14.5K | 18,514 | 0.00% | 2q | HELD |
| Smith Thornton Advisors LLC | $13.3K | 17,500 | 0.01% | 3q | +59.1%+$4.9K |
| Summit Financial, LLC | $11.8K | 15,000 | 0.00% | 2q | +11.1%+$1.2K |
| J.W. COLE ADVISORS, INC. | $11.6K | 14,800 | 0.00% | 4q | -2.0% |
| Stratos Wealth Partners, LTD. | $10.4K | 13,300 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $8.9K | 11,400 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $8.2K | 10,475 | 0.00% | 3q | -9.1% |
| LPL Financial LLC | $7.9K | 10,067 | 0.00% | 5q | -24.1%-$2.5K |
| Mariner, LLC | $7.8K | 10,005 | 0.00% | 4q | HELD |
| JPMORGAN CHASE & CO | $3.7K | 4,435 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $2.7K | 3,500 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $1.2K | 1,581 | 0.00% | 7q | -10.5% |
| Tower Research Capital LLC (TRC) | $529 | 675 | 0.00% | new | NEW |
| Catherine Avery Investment Management LLC | $392 | 500 | 0.00% | new | NEW |
| VALLEY NATIONAL ADVISERS INC | $306 | 390 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $111 | 142,525 | 0.00% | 2q | -65.9% |
| SIGNATUREFD, LLC | $89 | 113 | 0.00% | 5q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $56 | 67 | 0.00% | 2q | HELD |
| Virtu Financial LLC | $55 | 70,642 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $11 | 14,427 | 0.00% | new | NEW |
| Optiver Holding B.V. | $3 | 4 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $0 | 80 | 0.00% | new | NEW |
| Avion Wealth | $0 | 527 | 0.00% | 2q | -66.7% |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Hivemind Capital Partners, LLCwith 3 co-filers | 10.0% |
| 2026-08-14 | 13G/A | Hivemind Capital Partners, LLCwith 3 co-filers | 10.0% |
| 2026-07-31 | 13G/A | Vanguard Capital Management | 3.9% |
| 2026-07-24 | 13G/A | CNC Inversiones Ltd.with 6 co-filers | 3.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 47 | $13.0M | 12,818,648 | 9 | 14 | 10 | 22.5% |
| Q1 2026 | 51 | $17.7M | 14,232,760 | 9 | 8 | 18 | 20.5% |
| Q4 2025 | 64 | $37.6M | 17,945,809 | 21 | 22 | 10 | 19.9% |
| Q3 2025 | 68 | $167.7M | 15,312,983 | 41 | 11 | 9 | 47.4% |
| Q2 2025 | 30 | $26.2M | 7,709,063 | 29 | 4 | 0 | 11.9% |
| Q1 2025 | 6 | $28.3K | 13,531 | 1 | 2 | 2 | 0.0% |
| Q4 2024 | 7 | $55.7K | 15,636 | 6 | 0 | 0 | 0.0% |
| Q3 2024 | 7 | $68.5K | 349,489 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 12 | $240.3K | 666,674 | 2 | 2 | 1 | 0.0% |
| Q1 2024 | 13 | $429.6K | 740,138 | 3 | 6 | 0 | 0.0% |
| Q4 2023 | 16 | $863.8K | 745,036 | 5 | 5 | 2 | 0.0% |
| Q3 2023 | 12 | $1.1M | 607,480 | 1 | 6 | 3 | 0.0% |
| Q2 2023 | 14 | $1.3M | 598,671 | 6 | 6 | 0 | 0.0% |
| Q1 2023 | 10 | $1.1M | 263,718 | 0 | 4 | 2 | 0.0% |
| Q4 2022 | 12 | $838.1K | 279,383 | 6 | 2 | 1 | 0.0% |
| Q3 2022 | 11 | $2.0M | 509,991 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 9 | $3.0M | 710,819 | 4 | 3 | 1 | 0.0% |
| Q1 2022 | 7 | $2.4M | 476,341 | 1 | 4 | 0 | 0.0% |
| Q4 2021 | 6 | $1.2M | 297,381 | 3 | 2 | 0 | 0.0% |
| Q3 2021 | 8 | $454.0K | 89,079 | 6 | 2 | 0 | 0.0% |
| Q2 2021 | 6 | $884.0K | 142,898 | 6 | 0 | 0 | 0.0% |