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Upbound Group (UPBD) Institutional Ownership

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$15.86 -0.13 (-0.78%)
As of 11:33 AM Eastern
This is a fair market value 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)
144
Total
Institutional Inflows
(last 12 months)
$476.99M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$47.30M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.18,499$393K0.0%-5.1%0.032%
9/9/2026 Tidal Investments LLC10,596$225K0.0%-11.8%0.018%
9/9/2026 WINTON GROUP Ltd24,700$524K0.0%N/A0.042%
9/9/2026 Engineers Gate Manager LP58,810$1.25M0.0%+62.0%0.101%
9/9/2026 Integrated Wealth Concepts LLC3,566$76K0.0%N/A0.006%
9/9/2026 IFP Advisors Inc1,214$26K0.0%+299.3%0.002%
9/9/2026 Squarepoint Ops LLC46,588$989K0.0%-68.5%0.080%
9/8/2026 Allworth Financial LP2,352$50K0.0%+223.5%0.004%
8/27/2026 Corient Private Wealth LP91,393$1.94M0.0%N/A0.157%
8/26/2026 Amundi30,726$652K0.0%+111.1%0.053%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al17,900$380K0.0%N/A0.031%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,141$2.42M0.0%-10.5%0.196%
8/19/2026 Hsbc Holdings PLC39,836$838K0.0%+137.6%0.068%
8/19/2026 Wellington Management Group LLP1,104,571$23.44M0.0%-12.1%1.895%
8/18/2026 Empowered Funds LLC236,744$5.02M0.0%N/A0.406%
8/18/2026 Public Employees Retirement System of Ohio4,330$92K0.0%N/A0.007%
8/17/2026 Corient Private Wealth LP82,756$1.76M0.0%N/A0.142%
8/17/2026 Bank of America Corp DE294,594$6.25M0.0%N/A0.505%
8/15/2026 Freestone Grove Partners LP22,574$479K0.0%N/A0.039%
8/15/2026 Miller Value Partners LLC258,000$5.48M1.3%N/A0.443%
8/15/2026 Jupiter Topco LLC23,555$500K0.0%N/A0.040%
8/14/2026 Hsbc Holdings PLC39,836$838K0.0%N/A0.068%
8/14/2026 Legal & General Group Plc118,017$2.50M0.0%N/A0.202%
8/14/2026 The Manufacturers Life Insurance Company20,667$439K0.0%N/A0.035%
8/14/2026 Algert Global LLC109,568$2.33M0.0%+93.0%0.188%
8/13/2026 Cibc World Market Inc.13,632$289K0.0%N/A0.023%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.182,289$3.87M0.0%N/A0.313%
8/13/2026 Kendall Capital Management58,130$1.23M0.2%N/A0.100%
8/12/2026 Quantbot Technologies LP2,167$46K0.0%N/A0.004%
8/12/2026 Landscape Capital Management L.L.C.143,592$3.05M0.2%N/A0.246%
8/12/2026 Ieq Capital LLC1,770,257$37.57M0.2%N/A3.036%
8/11/2026 Allworth Financial LP2,352$50K0.0%N/A0.004%
8/7/2026 BlackRock Inc.9,152,511$194.22M0.0%N/A15.699%
8/7/2026 Deutsche Bank AG59,325$1.26M0.0%N/A0.102%
8/6/2026 Bank of New York Mellon Corp888,866$18.86M0.0%N/A1.525%
8/3/2026 Summit Global Investments36,700$779K0.0%N/A0.063%
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%
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7/2/2026 Versant Capital Management Inc1,193$25K0.0%-44.1%0.002%
6/18/2026 Pacer Advisors Inc.413,005$7.46M0.0%N/A0.708%
5/19/2026 Bank of America Corp DE194,819$3.52M0.0%+10.7%0.334%
5/18/2026 Amundi14,554$263K0.0%N/A0.025%
5/18/2026 Royal Bank of Canada14,601$263K0.0%+73.1%0.025%
5/18/2026 Empowered Funds LLC240,726$4.35M0.0%+12.0%0.413%
5/16/2026 The Manufacturers Life Insurance Company20,714$374K0.0%-5.4%0.036%
5/16/2026 Quantinno Capital Management LP47,463$857K0.0%+83.4%0.081%
5/14/2026 Renaissance Technologies LLC63,900$1.15M0.0%N/A0.110%
5/14/2026 Sei Investments Co.244,848$4.42M0.0%+249.0%0.420%
5/14/2026 Lido 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%
5/13/2026 First Trust Advisors LP196,526$3.55M0.0%+57.3%0.337%
5/8/2026 PNC Financial Services Group Inc.3,685$67K0.0%+49.9%0.006%
5/8/2026 Summit Global Investments37,522$677K0.0%-4.1%0.064%
5/7/2026 Dimensional Fund Advisors LP2,394,770$43.23M0.0%+15.8%4.108%
5/5/2026 Bank of New York Mellon Corp855,176$15.44M0.0%-1.7%1.466%
5/5/2026 Illinois Municipal Retirement Fund31,249$564K0.0%+16.7%0.054%
5/4/2026 Principal Financial Group Inc.303,918$5.49M0.0%+22.2%0.521%
5/1/2026 Fifth Third Bancorp12,303$222K0.0%+4,357.6%0.021%
4/30/2026 Hsbc Holdings PLC16,763$298K0.0%-26.0%0.029%
4/30/2026 Range Financial Group LLC80,999$1.46M0.5%+6.7%0.139%
4/28/2026 Stephens 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%
4/23/2026 Inspire 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%
3/20/2026 Hsbc Holdings PLC22,653$398K0.0%N/A0.039%
2/19/2026 Invesco Ltd.548,630$9.63M0.0%+28.1%0.947%
2/18/2026 Summit Global Investments39,139$687K0.0%-5.1%0.068%
2/18/2026 Vident Advisory LLC33,108$581K0.0%+33.2%0.057%
2/18/2026 State of Tennessee Department of Treasury57,873$1.09M0.0%+40.3%0.100%
2/18/2026 Empowered Funds LLC214,851$3.77M0.0%+9.5%0.371%
2/18/2026 Wellington Management Group LLP1,315,672$23.10M0.0%+4.8%2.272%
2/18/2026 SummitTX Capital L.P.10,625$187K0.0%N/A0.018%
2/18/2026 Millennium Management LLC391,580$6.88M0.0%+343.5%0.676%
2/18/2026 Miller Value Partners LLC70,000$1.23M0.4%+250.0%0.121%
2/18/2026 Inspire Investing LLC27,094$476K0.0%+37.4%0.047%
2/18/2026 Engineers Gate Manager LP29,319$515K0.0%-75.3%0.051%
2/18/2026 Balyasny Asset Management L.P.441,351$7.75M0.0%+89.8%0.762%
2/18/2026 Banco Bilbao Vizcaya Argentaria S.A.50,343$884K0.0%-15.2%0.087%
2/18/2026 Boothbay Fund Management LLC17,690$311K0.0%N/A0.031%
2/18/2026 Bridgeway Capital Management LLC347,851$6.11M0.1%+5.6%0.601%
2/18/2026 Aristeia Capital L.L.C.12,477$219K0.0%N/A0.022%
2/17/2026 Freestone Grove Partners LP19,162$336K0.0%+16.0%0.033%
2/17/2026 Guggenheim Capital LLC53,077$932K0.0%+176.0%0.092%
2/17/2026 AQR Capital Management LLC333,415$5.86M0.0%+19.5%0.576%
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2/17/2026 Lazard Asset Management LLC10,038$176K0.0%N/A0.017%
2/17/2026 Trexquant Investment LP77,608$1.36M0.0%N/A0.134%
2/17/2026 Price T Rowe Associates Inc. MD59,958$1.05M0.0%+3.9%0.104%
2/17/2026 Public Employees Retirement System of Ohio3,400$60K0.0%+18.7%0.006%
2/17/2026 Russell Investments Group Ltd.161,749$2.84M0.0%+1.7%0.279%
2/17/2026 Royal Bank of Canada8,436$148K0.0%+1,020.3%0.015%
2/17/2026 Mangrove Partners IM LLC13,603$239K0.0%N/A0.023%
2/17/2026 Graham Capital Management L.P.36,932$649K0.0%+255.6%0.064%
2/16/2026 Squarepoint Ops LLC116,910$2.05M0.0%+22.5%0.202%
2/16/2026 Truvestments Capital LLC23,051$405K0.1%+14.2%0.040%


UPBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 265 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were BlackRock Inc. ($194.22M), Vanguard Group Inc. ($125.25M), FMR LLC ($123.65M), LSV Asset Management ($44.17M), Dimensional Fund Advisors LP ($43.23M), State Street Corp ($43.22M), and Ieq Capital LLC ($37.57M).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 230 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: BlackRock Inc. ($9.15M), Ieq Capital LLC ($5.57M), Huber Capital Management LLC ($1.28M), Wellington Management Group LLP ($1.23M), LSV Asset Management ($958.13K), Bank of New York Mellon Corp ($954.25K), and Azora Capital LP ($755.43K).

Institutional investors have bought a total of 22,998,197 shares in the last 24 months. This purchase volume represents approximately $476.99M in transactions.

Of the 66 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: Millennium Management LLC ($318.80K), Lido Advisors LLC ($239.78K), TrueMark Investments LLC ($190.24K), Nuveen LLC ($184.06K), Wellington Management Group LLP ($151.51K), Qube Research & Technologies Ltd ($121.24K), and Dimensional Fund Advisors LP ($102.50K).

Institutional investors have sold a total of 2,336,308 shares in the last 24 months. This volume of shares sold represents approximately $47.30M in transactions.


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Institutional ownership data for NASDAQ:UPBD is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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