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Upbound Group (UPBD) Institutional Ownership

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$20.72 +0.08 (+0.39%)
Closing price 08/1/2025 04:00 PM Eastern
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$20.76 +0.04 (+0.20%)
As of 08/1/2025 07:56 PM Eastern
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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)
156
Total
Institutional Inflows
(last 12 months)
$335.05M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$149.81M
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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
8/1/2025Teacher Retirement System of Texas67,336$1.69M0.0%+367.9%0.116%
8/1/2025Y Intercept Hong Kong Ltd42,107$1.06M0.0%N/A0.073%
7/31/2025 Nisa Investment Advisors LLC12,183$311K0.0%+5.5%0.021%
7/31/2025 AlphaQuest LLC1,352$34K0.0%-79.8%0.002%
7/30/2025 First Citizens Bank & Trust Co.9,854$247K0.0%N/A0.017%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al87,400$2.19M0.0%N/A0.151%
7/28/2025 Allianz Asset Management GmbH84,556$2.12M0.0%+0.7%0.146%
7/25/2025 Envestnet Portfolio Solutions Inc.9,537$239K0.0%N/A0.016%
7/25/2025 Yousif Capital Management LLC19,093$479K0.0%+4.2%0.033%
7/25/2025 CWM LLC12,763$320K0.0%+578.9%0.022%
7/24/2025 Inspire Investing LLC15,861$398K0.0%+10.6%0.027%
7/24/2025 Blue Trust Inc.1,292$32K0.0%-27.6%0.002%
7/23/2025 KLP Kapitalforvaltning AS10,700$272K0.0%+24.4%0.019%
7/16/2025 Kendall Capital Management93,930$2.36M0.6%+2.1%0.162%
7/16/2025 State of Alaska Department of Revenue30,657$769K0.0%+8.3%0.053%
7/14/2025 GAMMA Investing LLC2,617$66K0.0%+414.1%0.005%
7/11/2025 Diversified Trust Co15,923$400K0.0%+10.7%0.028%
7/11/2025 Kingstone Capital Partners Texas LLC12,480$313K0.0%N/A0.022%
7/10/2025 Moody National Bank Trust Division8,775$220K0.0%N/A0.015%
6/18/2025Voya Investment Management LLC36,431$873K0.0%+74.2%0.063%
6/3/2025 Inspire Investing LLC14,338$344K0.0%+3.9%0.025%
5/29/2025Rhumbline Advisers148,921$3.57M0.0%+3.2%0.258%
5/28/2025Strs Ohio26,100$625K0.0%N/A0.045%
5/22/2025WBI Investments LLC8,964$215K0.1%N/A0.016%
5/20/2025Intech Investment Management LLC222,245$5.33M0.1%+4.2%0.384%
5/19/2025Jane Street Group LLC86,450$2.07M0.0%+286.3%0.150%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC138,589$3.32M0.0%-1.1%0.240%
5/16/2025Goldman Sachs Group Inc.532,809$12.77M0.0%+73.0%0.921%
5/16/2025Dynamic Technology Lab Private Ltd9,639$231K0.0%-72.4%0.017%
5/16/2025Teza Capital Management LLC11,895$285K0.1%-38.1%0.021%
5/16/2025Petrus Trust Company LTA19,454$466K0.0%N/A0.034%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,891$764K0.0%+4.5%0.055%
5/16/2025Interval Partners LP59,855$1.43M0.0%-9.1%0.104%
5/16/2025Jacobs Levy Equity Management Inc.54,301$1.30M0.0%+149.5%0.094%
5/16/2025Hancock Whitney Corp11,908$285K0.0%+12.6%0.021%
5/16/2025AQR Capital Management LLC48,276$1.16M0.0%+15.9%0.083%
5/16/2025Advisors Asset Management Inc.3,912$94K0.0%+179.4%0.007%
5/16/2025Amundi104,506$2.29M0.0%+86.1%0.181%
5/15/2025Cubist Systematic Strategies LLC9,413$226K0.0%-95.1%0.016%
5/15/2025Graham Capital Management L.P.64,146$1.54M0.0%+51.1%0.111%
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5/15/2025Quarry LP1,580$38K0.0%-41.4%0.003%
5/15/2025Panagora Asset Management Inc.298,003$7.14M0.0%+71.5%0.515%
5/15/2025Huber Capital Management LLC949,055$22.74M4.3%+10.9%1.641%
5/15/2025Landscape Capital Management L.L.C.93,320$2.24M0.2%N/A0.161%
5/14/2025Ieq Capital LLC734,071$17.59M0.1%-2.0%1.269%
5/14/2025Corebridge Financial Inc.27,936$669K0.0%-1.6%0.048%
5/14/2025MetLife Investment Management LLC32,290$774K0.0%-1.6%0.056%
5/14/2025Walleye Capital LLC9,819$235K0.0%+10.0%0.017%
5/14/2025 AlphaQuest LLC6,694$160K0.0%-57.8%0.012%
5/14/2025Bragg Financial Advisors Inc724,231$17.35M0.7%+78.3%1.252%
5/14/2025Martingale Asset Management L P32,770$785K0.0%-35.1%0.057%
5/14/2025EntryPoint Capital LLC12,175$292K0.1%N/A0.021%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.44,638$1.06M0.0%+80.6%0.077%
5/14/2025Hsbc Holdings PLC14,337$342K0.0%-68.9%0.025%
5/14/2025Fuller & Thaler Asset Management Inc.802,481$19.23M0.1%+0.3%1.388%
5/14/2025Quantbot Technologies LP56,344$1.35M0.0%+176.4%0.097%
5/14/2025Wellington Management Group LLP556,295$13.33M0.0%-0.5%0.962%
5/13/2025Northern Trust Corp647,612$15.52M0.0%-0.8%1.120%
5/13/2025Algert Global LLC153,958$3.69M0.1%-46.4%0.266%
5/13/2025Raymond James Financial Inc.153,638$3.68M0.0%+14.3%0.266%
5/13/2025Cresset Asset Management LLC43,726$1.05M0.0%-6.8%0.076%
5/13/2025American Century Companies Inc.89,790$2.15M0.0%+174.2%0.155%
5/13/2025Brandywine Global Investment Management LLC161,097$3.86M0.0%-3.8%0.279%
5/13/2025Fox Run Management L.L.C.33,309$798K0.1%+134.3%0.058%
5/13/2025Russell Investments Group Ltd.95,082$2.28M0.0%+63.7%0.164%
5/12/2025Public Sector Pension Investment Board162,007$3.88M0.0%+33.5%0.280%
5/12/2025Nuveen LLC418,330$10.02M0.0%N/A0.723%
5/12/2025Aigen Investment Management LP19,216$460K0.1%N/A0.033%
5/12/2025Invesco Ltd.454,124$10.88M0.0%+4.4%0.785%
5/12/2025Connor Clark & Lunn Investment Management Ltd.112,524$2.70M0.0%+435.7%0.195%
5/12/2025Swiss National Bank90,100$2.16M0.0%-1.1%0.156%
5/12/2025 Maryland State Retirement & Pension System14,929$358K0.0%-9.2%0.026%
5/9/2025Deutsche Bank AG44,172$1.06M0.0%-7.3%0.076%
5/9/2025Headlands Technologies LLC28,445$682K0.1%+5.4%0.049%
5/9/2025Charles Schwab Investment Management Inc.1,051,636$25.20M0.0%+8.0%1.819%
5/9/2025Vanguard Group Inc.7,025,821$168.34M0.0%+3.6%12.150%
5/9/2025LSV Asset Management1,689,151$40.47M0.1%+7.3%2.921%
5/8/2025Blueshift Asset Management LLC8,501$204K0.1%N/A0.015%
5/8/2025Clark Estates Inc. NY77,000$1.85M0.4%N/A0.133%
5/8/2025Federated Hermes Inc.302,091$7.24M0.0%-1.5%0.522%
5/7/2025First National Advisers LLC8,395$201K0.0%-87.5%0.015%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 15,612$374K0.0%+29.5%0.027%
5/6/2025 KLP Kapitalforvaltning AS8,600$206K0.0%-48.2%0.015%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH243,915$5.84M0.0%+36.8%0.422%
5/5/2025 Allianz Asset Management GmbH83,935$2.01M0.0%-22.4%0.145%
5/5/2025Optimist Retirement Group LLC9,257$222K0.1%+15.8%0.016%
5/2/2025Kingsview Wealth Management LLC15,271$366K0.0%N/A0.026%
5/2/2025Napatree Capital LLC27,837$667K0.4%+7.6%0.048%
5/2/2025Segall Bryant & Hamill LLC95,527$2.29M0.0%-2.4%0.165%
5/2/2025Victory Capital Management Inc.279,737$6.70M0.0%+4.5%0.484%
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5/1/2025 MQS Management LLC8,426$202K0.1%N/A0.015%
5/1/2025 CWM LLC1,880$45K0.0%+35.5%0.003%
5/1/2025 Louisiana State Employees Retirement System24,100$577K0.0%+2.6%0.042%
5/1/2025New York State Common Retirement Fund21,074$505K0.0%+11.8%0.036%
4/30/2025Alps Advisors Inc.14,173$340K0.0%-3.5%0.025%
4/30/2025 Nisa Investment Advisors LLC11,545$277K0.0%-30.2%0.020%
4/29/2025 TD Private Client Wealth LLC1,311$31K0.0%+59.9%0.002%
4/29/2025Bank of New York Mellon Corp781,016$18.71M0.0%-2.1%1.351%
4/28/2025Principal Financial Group Inc.255,244$6.12M0.0%+7.2%0.441%
4/28/2025Teacher Retirement System of Texas14,392$345K0.0%-86.2%0.025%
(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, 255 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($168.34M), FMR LLC ($123.65M), Dimensional Fund Advisors LP ($67.91M), State Street Corp ($64.88M), LSV Asset Management ($40.47M), Engaged Capital LLC ($35.83M), and Geode Capital Management LLC ($35.58M).Learn more on Upbound Group's institutional investors.

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

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

Which institutional investors have been buying Upbound Group's stock?

Of the 224 institutional investors that purchased Upbound Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($6.37M), FMR LLC ($6.20M), Ieq Capital LLC ($3.99M), LSV Asset Management ($1.81M), Charles Schwab Investment Management Inc. ($994.14K), Bank of New York Mellon Corp ($956.04K), and American Century Companies Inc. ($811.18K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 11,675,782 shares in the last 24 months. This purchase volume represents approximately $335.05M in transactions.

Which of Upbound Group's major shareholders have been selling company stock?

Of the 92 institutional investors that sold Upbound Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.52M), Engaged Capital LLC ($498.66K), American Century Companies Inc. ($379.35K), Bank of America Corp DE ($314.11K), Cubist Systematic Strategies LLC ($224.94K), Algert Global LLC ($163.24K), and Millennium Management LLC ($158.20K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 5,028,315 shares in the last 24 months. This volume of shares sold represents approximately $149.81M in transactions.


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This page (NASDAQ:UPBD) was last updated on 8/2/2025 by MarketBeat.com Staff
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