Upexi, Inc. Common Stock — Institutional Ownership

Which tracked institutions hold UPXI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

10
Funds holding
$1317833
Total value held
Buying
8 added/new · 0 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $697081 888906 +207598 +30.47%
2 Ubs Group Ag $182049 232206 +232206 NEW BUY
3 State Street Corp $150584 192022 Held
4 Northern Trust Corp $91995 117311 +9091 +8.40%
5 Citigroup Inc $62058 79135 +79135 NEW BUY
6 Pinnacle Financial Partners, Inc. $55459 70720 Held
7 Goldman Sachs Group Inc $53622 68378 +46187 +208.13%
8 Morgan Stanley $21304 27166 +20066 +282.62%
9 Jpmorgan Chase & Co $3681 4435 +4435 NEW BUY
10 Royal Bank Of Canada $0 80 +10 +14.29%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.