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Upbound Group (UPBD) Institutional Ownership

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$32.66
+0.11 (+0.34%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
116
Total
Institutional Inflows
(last 12 months)
$665.53M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$10.85M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024SageView Advisory Group LLC9,678$341K0.0%N/A0.018%
5/9/2024State Board of Administration of Florida Retirement System21,267$749K0.0%+35.1%0.039%
5/8/2024ProShare Advisors LLC10,592$373K0.0%+4.7%0.019%
5/8/2024Hohimer Wealth Management LLC10,196$359K0.1%N/A0.019%
5/8/2024Russell Investments Group Ltd.34,643$1.22M0.0%+33.0%0.063%
5/8/2024 Headlands Technologies LLC834$29K0.0%N/A0.002%
5/8/2024 Inspire Investing LLC10,115$356K0.0%-10.7%0.019%
5/8/2024 Inspire Advisors LLC35,246$1.24M0.2%+19.9%0.065%
5/7/2024 Swiss National Bank91,100$3.21M0.0%-2.8%0.167%
5/7/2024 Illinois Municipal Retirement Fund26,355$928K0.0%+3.3%0.048%
5/7/2024 ClariVest Asset Management LLC30,905$1.09M0.1%+36,691.7%0.057%
5/7/2024 SG Americas Securities LLC3,189$112K0.0%N/A0.006%
5/6/2024 Quantbot Technologies LP9,367$330K0.0%N/A0.017%
5/6/2024 LSV Asset Management1,693,695$59.64M0.1%+43.0%3.100%
5/6/2024 Texas Permanent School Fund Corp38,965$1.37M0.0%+1.4%0.071%
5/3/2024 GSA Capital Partners LLP17,814$627K0.0%N/A0.033%
5/1/2024 BNP Paribas Financial Markets84,234$2.97M0.0%-11.5%0.154%
4/30/2024 Allspring Global Investments Holdings LLC1,640$58K0.0%+232.0%0.003%
4/29/2024 Principal Financial Group Inc.247,592$8.72M0.0%+6.3%0.453%
4/29/2024 Benjamin F. Edwards & Company Inc.2,173$77K0.0%-52.5%0.004%
4/26/2024 Yousif Capital Management LLC20,131$709K0.0%-9.2%0.037%
4/25/2024 New York State Teachers Retirement System80,185$2.82M0.0%-1.0%0.146%
4/23/2024 Raymond James Financial Services Advisors Inc.77,819$2.74M0.0%+18.7%0.141%
4/18/2024 Allspring Global Investments Holdings LLC1,640$58K0.0%+232.0%0.003%
4/17/2024 Hennion & Walsh Asset Management Inc.16,102$567K0.0%-43.0%0.029%
4/10/2024 Partnership Wealth Management LLC18,841$663K0.5%-8.5%0.034%
3/26/2024Napatree Capital LLC24,129$820K0.8%N/A0.044%
3/22/2024PNC Financial Services Group Inc.4,833$164K0.0%-5.9%0.009%
3/11/2024Vanguard Group Inc.5,796,072$196.89M0.0%-0.1%10.651%
3/5/2024Fisher Asset Management LLC151,062$5.13M0.0%-12.3%0.278%
2/26/2024 Integrated Advisors Network LLC14,516$493K0.0%-9.1%0.027%
2/22/2024Sierra Summit Advisors LLC16,451$559K0.2%N/A0.030%
2/16/2024Optimist Retirement Group LLC9,976$339K0.2%N/A0.018%
2/15/2024Bragg Financial Advisors Inc242,613$8.24M0.4%+14.4%0.447%
2/15/2024Clear Street Markets LLC4,100$139K0.0%N/A0.008%
2/13/2024First National Bank of Omaha102,166$3.47M0.2%-13.0%0.188%
2/13/2024KBC Group NV18,596$632K0.0%-11.9%0.034%
2/13/2024Campbell & CO Investment Adviser LLC54,381$1.85M0.2%N/A0.100%
2/12/2024Alpha DNA Investment Management LLC13,828$470K0.2%N/A0.025%
2/12/2024TFO Wealth Partners LLC2,689$91K0.0%+44,716.7%0.005%
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2/12/2024Allianz Asset Management GmbH61,573$2.09M0.0%+108.6%0.113%
2/9/2024Quest Partners LLC11,665$396K0.1%N/A0.021%
2/9/2024Trexquant Investment LP27,407$931K0.0%+108.6%0.050%
2/9/2024Norges Bank358,254$12.17M0.0%N/A0.660%
2/8/2024First National Advisers LLC46,216$1.57M0.5%+42.0%0.085%
2/8/2024Vise Technologies Inc.10,475$356K0.1%-24.8%0.019%
2/7/2024 Partnership Wealth Management LLC20,591$684K0.5%N/A0.038%
2/7/2024Ieq Capital LLC1,406,940$47.79M0.8%-1.8%2.592%
2/7/2024 Principal Financial Group Inc.232,864$7.91M0.0%-5.7%0.429%
2/7/2024Dimensional Fund Advisors LP2,148,331$72.98M0.0%+3.0%3.957%
2/7/2024 BNP Paribas Financial Markets95,147$3.23M0.0%+71.3%0.175%
2/7/2024 Teacher Retirement System of Texas31,548$1.07M0.0%+12.8%0.058%
2/6/2024Charles Schwab Investment Management Inc.810,353$27.53M0.0%-1.6%1.493%
2/6/2024 Maryland State Retirement & Pension System16,181$550K0.0%-4.3%0.030%
2/6/2024 LSV Asset Management1,184,352$40.23M0.1%+9.4%2.182%
2/6/2024 Amalgamated Bank19,934$677K0.0%-6.5%0.037%
2/6/2024 Swiss National Bank93,700$3.18M0.0%-10.3%0.173%
2/6/2024Fisher Asset Management LLC150,947$5.13M0.0%-12.4%0.278%
2/5/2024 Victory Capital Management Inc.43,752$1.49M0.0%-59.5%0.081%
2/5/2024Mach 1 Financial Group LLC12,391$421K0.2%N/A0.023%
2/5/2024Russell Investments Group Ltd.26,041$885K0.0%-58.7%0.048%
2/1/2024 Yousif Capital Management LLC22,181$753K0.0%-2.9%0.041%
2/1/2024 New York State Common Retirement Fund22,877$777K0.0%-4.4%0.042%
2/1/2024 Illinois Municipal Retirement Fund25,520$867K0.0%-13.0%0.047%
1/31/2024 Wetzel Investment Advisors Inc.2,000$68K0.0%N/A0.004%
1/31/2024Federated Hermes Inc.288,425$9.80M0.0%-2.7%0.531%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank11,539$392K0.0%+16.6%0.021%
1/30/2024Strs Ohio26,100$886K0.0%-5.8%0.048%
1/29/2024 Louisiana State Employees Retirement System22,300$758K0.0%N/A0.041%
1/25/2024 Wakefield Asset Management LLLP25,241$858K0.3%+10.9%0.046%
1/24/2024 New York State Teachers Retirement System80,985$2.75M0.0%-1.2%0.149%
1/22/2024 Secure Asset Management LLC37,702$1.28M0.3%+1.2%0.069%
1/19/2024 State of Alaska Department of Revenue27,382$930K0.0%-4.2%0.050%
1/18/2024 Saxon Interests Inc.5,905$201K0.1%N/A0.011%
1/18/2024 Ritholtz Wealth Management18,251$620K0.0%+26.9%0.034%
1/16/2024 Raymond James Financial Services Advisors Inc.65,583$2.23M0.0%-14.2%0.121%
1/16/2024 Raymond James & Associates74,603$2.53M0.0%+29.6%0.137%
1/16/2024CoreCap Advisors LLC18,565$631K0.0%+12.3%0.034%
1/5/2024 Exchange Traded Concepts LLC11,942$406K0.0%-6.5%0.022%
12/18/2023Vanguard Group Inc.5,802,272$170.88M0.0%N/A10.687%
12/6/2023Citigroup Inc.20,222$596K0.0%N/A0.037%
11/30/2023American Century Companies Inc.731,722$21.55M0.0%N/A1.348%
11/22/2023KBC Group NV21,118$657K0.0%N/A0.039%
11/16/2023 Integrated Advisors Network LLC15,962$470K0.0%N/A0.029%
11/15/2023 GSA Capital Partners LLP33,212$978K0.1%N/A0.061%
11/15/2023Kennedy Capital Management LLC106,181$3.13M0.1%N/A0.196%
11/15/2023Alps Advisors Inc.17,784$524K0.0%N/A0.033%
11/15/2023Advisors Asset Management Inc.27,205$801K0.0%N/A0.050%
11/15/2023First National Bank of Omaha117,404$3.46M0.2%N/A0.216%
11/14/2023Schonfeld Strategic Advisors LLC66,795$1.97M0.0%N/A0.123%
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11/14/2023Teza Capital Management LLC9,531$281K0.0%N/A0.018%
11/14/2023Qube Research & Technologies Ltd59,779$1.76M0.0%N/A0.110%
11/14/2023Trexquant Investment LP13,137$387K0.0%N/A0.024%
11/14/2023O Shaughnessy Asset Management LLC98,537$2.90M0.0%N/A0.182%
11/13/2023 Hollencrest Capital Management5,000$147K0.0%N/A0.009%
11/13/2023Algert Global LLC58,710$1.73M0.1%N/A0.108%
11/13/2023 Gallacher Capital Management LLC13,882$409K0.3%N/A0.026%
11/13/2023Federated Hermes Inc.296,391$8.73M0.0%N/A0.546%
11/13/2023Fuller & Thaler Asset Management Inc.514,017$15.14M0.1%N/A0.947%
11/13/2023Dark Forest Capital Management LP39,829$1.17M0.1%N/A0.073%
(Data available from 1/1/2016 forward)

UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

During the previous two years, 119 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($196.89M), FMR LLC ($182.47M), Dimensional Fund Advisors LP ($72.98M), LSV Asset Management ($59.64M), Ieq Capital LLC ($47.79M), Charles Schwab Investment Management Inc. ($27.53M), and Bank of New York Mellon Corp ($26.09M).Learn more on UPBD's institutional investors.

What percentage of Upbound Group stock is owned by institutional investors?

90.30% of Upbound Group stock is owned by institutional investors. Learn more on UPBD's institutional investor holdings.

Which institutional investors have been buying Upbound Group stock?

Of the 116 institutional investors that purchased Upbound Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.20M), Vanguard Group Inc. ($5.80M), LSV Asset Management ($1.69M), Ieq Capital LLC ($1.43M), Bank of New York Mellon Corp ($886.05K), Charles Schwab Investment Management Inc. ($823.39K), and American Century Companies Inc. ($731.72K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 22,333,573 shares in the last 24 months. This purchase volume represents approximately $665.53M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 30 institutional investors that sold Upbound Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($64.31K), Fisher Asset Management LLC ($42.67K), Russell Investments Group Ltd. ($37.05K), Ieq Capital LLC ($25.47K), Barclays PLC ($19.06K), First National Bank of Omaha ($15.24K), and Principal Financial Group Inc. ($14.04K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 320,564 shares in the last 24 months. This volume of shares sold represents approximately $10.85M in transactions.


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This page (NASDAQ:UPBD) was last updated on 5/9/2024 by MarketBeat.com Staff

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