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Upbound Group (UPBD) Institutional Ownership

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$20.46 -0.62 (-2.94%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$20.47 +0.01 (+0.05%)
As of 07/24/2026 07:34 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
163
Total
Institutional Inflows
(last 12 months)
$359.61M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$67.17M
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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
7/10/2026 Redhawk Wealth Advisors Inc.22,236$472K0.0%N/A0.038%
7/7/2026 GAMMA Investing LLC3,360$71K0.0%+18.2%0.006%
7/7/2026 Moody National Bank Trust Division10,719$227K0.0%N/A0.018%
7/7/2026 CoreCap Advisors LLC17,404$369K0.0%-14.3%0.030%
7/2/2026 Versant Capital Management Inc1,193$25K0.0%-44.1%0.002%
6/18/2026Pacer Advisors Inc.413,005$7.46M0.0%N/A0.708%
5/19/2026Bank of America Corp DE194,819$3.52M0.0%+10.7%0.334%
5/18/2026Amundi14,554$263K0.0%N/A0.025%
5/18/2026Royal Bank of Canada14,601$263K0.0%+73.1%0.025%
5/18/2026Empowered Funds LLC240,726$4.35M0.0%+12.0%0.413%
5/16/2026The Manufacturers Life Insurance Company 20,714$374K0.0%-5.4%0.036%
5/16/2026Quantinno Capital Management LP47,463$857K0.0%+83.4%0.081%
5/14/2026Renaissance Technologies LLC63,900$1.15M0.0%N/A0.110%
5/14/2026Sei Investments Co.244,848$4.42M0.0%+249.0%0.420%
5/14/2026Lido Advisors LLC124,581$2.25M0.0%-59.4%0.214%
5/13/2026 First Citizens Bank & Trust Co.20,354$367K0.0%+62.2%0.035%
5/13/2026First Trust Advisors LP196,526$3.55M0.0%+57.3%0.337%
5/8/2026PNC Financial Services Group Inc.3,685$67K0.0%+49.9%0.006%
5/8/2026Summit Global Investments37,522$677K0.0%-4.1%0.064%
5/7/2026Dimensional Fund Advisors LP2,394,770$43.23M0.0%+15.8%4.108%
5/5/2026Bank of New York Mellon Corp855,176$15.44M0.0%-1.7%1.466%
5/5/2026Illinois Municipal Retirement Fund31,249$564K0.0%+16.7%0.054%
5/4/2026Principal Financial Group Inc.303,918$5.49M0.0%+22.2%0.521%
5/1/2026Fifth Third Bancorp12,303$222K0.0%+4,357.6%0.021%
4/30/2026Hsbc Holdings PLC16,763$298K0.0%-26.0%0.029%
4/30/2026 Range Financial Group LLC80,999$1.46M0.5%+6.7%0.139%
4/28/2026Stephens Inc. AR11,563$209K0.0%N/A0.020%
4/27/2026 PFG Investments LLC14,261$257K0.0%N/A0.024%
4/27/2026 New York State Teachers Retirement System68,884$1.24M0.0%-16.6%0.118%
4/27/2026 Y Intercept Hong Kong Ltd150,195$2.71M0.1%+56.0%0.257%
4/24/2026 Peregrine Capital Management LLC273,370$4.93M0.2%N/A0.469%
4/23/2026Inspire Investing LLC29,733$537K0.0%+9.7%0.051%
4/21/2026 Louisiana State Employees Retirement System23,100$417K0.0%N/A0.040%
4/16/2026 Diversified Trust Co20,608$372K0.0%+13.6%0.035%
3/20/2026Hsbc Holdings PLC22,653$398K0.0%N/A0.039%
2/19/2026Invesco Ltd.548,630$9.63M0.0%+28.1%0.947%
2/18/2026Summit Global Investments39,139$687K0.0%-5.1%0.068%
2/18/2026Vident Advisory LLC33,108$581K0.0%+33.2%0.057%
2/18/2026State of Tennessee Department of Treasury57,873$1.09M0.0%+40.3%0.100%
2/18/2026Empowered Funds LLC214,851$3.77M0.0%+9.5%0.371%
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2/18/2026Wellington Management Group LLP1,315,672$23.10M0.0%+4.8%2.272%
2/18/2026SummitTX Capital L.P.10,625$187K0.0%N/A0.018%
2/18/2026Millennium Management LLC391,580$6.88M0.0%+343.5%0.676%
2/18/2026Miller Value Partners LLC70,000$1.23M0.4%+250.0%0.121%
2/18/2026Inspire Investing LLC27,094$476K0.0%+37.4%0.047%
2/18/2026Engineers Gate Manager LP29,319$515K0.0%-75.3%0.051%
2/18/2026Balyasny Asset Management L.P.441,351$7.75M0.0%+89.8%0.762%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.50,343$884K0.0%-15.2%0.087%
2/18/2026Boothbay Fund Management LLC17,690$311K0.0%N/A0.031%
2/18/2026Bridgeway Capital Management LLC347,851$6.11M0.1%+5.6%0.601%
2/18/2026Aristeia Capital L.L.C.12,477$219K0.0%N/A0.022%
2/17/2026Freestone Grove Partners LP19,162$336K0.0%+16.0%0.033%
2/17/2026Guggenheim Capital LLC53,077$932K0.0%+176.0%0.092%
2/17/2026AQR Capital Management LLC333,415$5.86M0.0%+19.5%0.576%
2/17/2026Lazard Asset Management LLC10,038$176K0.0%N/A0.017%
2/17/2026Trexquant Investment LP77,608$1.36M0.0%N/A0.134%
2/17/2026Price T Rowe Associates Inc. MD59,958$1.05M0.0%+3.9%0.104%
2/17/2026Public Employees Retirement System of Ohio3,400$60K0.0%+18.7%0.006%
2/17/2026Russell Investments Group Ltd.161,749$2.84M0.0%+1.7%0.279%
2/17/2026Royal Bank of Canada8,436$148K0.0%+1,020.3%0.015%
2/17/2026Mangrove Partners IM LLC13,603$239K0.0%N/A0.023%
2/17/2026Graham Capital Management L.P.36,932$649K0.0%+255.6%0.064%
2/16/2026Squarepoint Ops LLC116,910$2.05M0.0%+22.5%0.202%
2/16/2026Truvestments Capital LLC23,051$405K0.1%+14.2%0.040%
2/16/2026Verition Fund Management LLC103,873$1.82M0.0%+69.8%0.179%
2/16/2026Panagora Asset Management Inc.328,753$5.77M0.0%+3.9%0.568%
2/16/2026Huber Capital Management LLC1,739,045$30.54M4.5%+80.2%3.003%
2/16/2026Kennedy Capital Management LLC672,289$11.81M0.2%+13.5%1.161%
2/16/2026Landscape Capital Management L.L.C.23,819$418K0.0%N/A0.041%
2/16/2026Arax Advisory Partners1,597$28K0.0%-42.8%0.003%
2/16/2026Barclays PLC121,546$2.13M0.0%+15.4%0.210%
2/13/2026Marshall Wace LLP86,350$1.52M0.0%-51.8%0.149%
2/13/2026The Manufacturers Life Insurance Company 21,907$385K0.0%-5.4%0.038%
2/13/2026CANADA LIFE ASSURANCE Co53,807$945K0.0%+4.6%0.093%
2/13/2026Inspire Advisors LLC133,069$2.34M0.2%+20.3%0.230%
2/13/2026Public Sector Pension Investment Board180,595$3.17M0.0%-11.2%0.312%
2/13/2026Bragg Financial Advisors Inc1,105,047$19.41M0.6%+12.1%1.908%
2/13/2026Rafferty Asset Management LLC19,203$337K0.0%+40.9%0.033%
2/13/2026First Trust Advisors LP124,928$2.19M0.0%+20.1%0.216%
2/13/2026Headlands Technologies LLC17,028$299K0.0%-12.5%0.029%
2/13/2026Charles Schwab Investment Management Inc.1,235,539$21.70M0.0%+8.0%2.134%
2/13/2026State Street Corp2,410,524$43.22M0.0%+11.4%4.163%
2/13/2026Ieq Capital LLC4,101,233$72.02M0.2%-0.5%7.082%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC126,297$2.22M0.0%+15.0%0.218%
2/13/2026Wells Fargo & Company MN66,679$1.17M0.0%+45.3%0.115%
2/12/2026Advisors Asset Management Inc.162,218$2.85M0.0%+175.5%0.280%
2/12/2026DRW Securities LLC10,602$186K0.0%-20.6%0.018%
2/12/2026MetLife Investment Management LLC28,396$499K0.0%-12.1%0.049%
2/12/2026Dimensional Fund Advisors LP2,067,567$36.31M0.0%-3.4%3.570%
2/12/2026Clark Estates Inc. NY113,000$1.98M0.5%+32.2%0.195%
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2/12/2026Swiss National Bank102,800$1.81M0.0%+1.9%0.178%
2/12/2026Sepio Capital LP148,309$2.60M0.1%N/A0.256%
2/12/2026Nuveen LLC514,649$9.04M0.0%-26.3%0.889%
2/11/2026CSM Advisors LLC251,985$4.43M0.1%+22.5%0.435%
2/11/2026Empowered Funds LLC214,851$3.77M0.0%+9.5%0.371%
2/11/2026Inceptionr LLC17,468$307K0.1%N/A0.030%
2/11/2026Deutsche Bank AG150,118$2.64M0.0%+266.0%0.259%
2/11/2026Cerity Partners LLC58,555$1.03M0.0%+438.2%0.101%
2/11/2026LPL Financial LLC46,341$814K0.0%+1.5%0.080%
2/11/2026Franklin Resources Inc.41,650$731K0.0%-26.8%0.072%


UPBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 268 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($125.25M), FMR LLC ($123.65M), Ieq Capital LLC ($72.02M), LSV Asset Management ($44.17M), Dimensional Fund Advisors LP ($43.23M), State Street Corp ($43.22M), and Engaged Capital LLC ($35.83M).Learn more on Upbound Group's institutional investors.

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

Of the 233 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: Ieq Capital LLC ($6.36M), Huber Capital Management LLC ($1.53M), Wellington Management Group LLP ($1.23M), LSV Asset Management ($958.13K), Azora Capital LP ($755.43K), Marshall Wace LLP ($676.59K), and Vanguard Group Inc. ($632.33K).

Institutional investors have bought a total of 16,209,259 shares in the last 24 months. This purchase volume represents approximately $359.61M in transactions.

Of the 77 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: Kennedy Capital Management LLC ($331.60K), Millennium Management LLC ($318.80K), Lido Advisors LLC ($239.78K), Federated Hermes Inc. ($231.61K), JPMorgan Chase & Co. ($200.43K), TrueMark Investments LLC ($190.24K), and Nuveen LLC ($184.06K).

Institutional investors have sold a total of 3,086,362 shares in the last 24 months. This volume of shares sold represents approximately $67.17M in transactions.


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This page (NASDAQ:UPBD) was last updated on 7/25/2026 by MarketBeat.com Staff.
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