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Upbound Group (UPBD) Institutional Ownership

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$15.44 +0.04 (+0.26%)
Closing price 04:00 PM Eastern
Extended Trading
$15.38 -0.06 (-0.40%)
As of 06:03 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)
144
Total
Institutional Inflows
(last 12 months)
$480.59M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$47.13M
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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
10/9/2026GAMMA Investing LLC2,470$39K0.0%-26.5%0.004%
10/8/2026CoreCap Advisors LLC14,145$222K0.0%-18.7%0.024%
10/7/2026Venture Visionary Partners LLC157,858$2.48M0.1%+72.8%0.271%
10/2/2026 CX Institutional294,173$4.62M0.1%N/A0.505%
9/23/2026Envestnet Portfolio Solutions Inc.18,499$393K0.0%-5.1%0.032%
9/9/2026Tidal Investments LLC10,596$225K0.0%-11.8%0.018%
9/9/2026WINTON GROUP Ltd24,700$524K0.0%N/A0.042%
9/9/2026Engineers Gate Manager LP58,810$1.25M0.0%+62.0%0.101%
9/9/2026Integrated Wealth Concepts LLC3,566$76K0.0%N/A0.006%
9/9/2026IFP Advisors Inc1,214$26K0.0%+299.3%0.002%
9/9/2026Squarepoint Ops LLC46,588$989K0.0%-68.5%0.080%
9/8/2026Allworth Financial LP2,352$50K0.0%+223.5%0.004%
8/27/2026Corient Private Wealth LP91,393$1.94M0.0%N/A0.157%
8/26/2026Amundi30,726$652K0.0%+111.1%0.053%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al17,900$380K0.0%N/A0.031%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC114,141$2.42M0.0%-10.5%0.196%
8/19/2026Hsbc Holdings PLC39,836$838K0.0%+137.6%0.068%
8/19/2026Wellington Management Group LLP1,104,571$23.44M0.0%-12.1%1.895%
8/18/2026Empowered Funds LLC236,744$5.02M0.0%N/A0.406%
8/18/2026Public Employees Retirement System of Ohio4,330$92K0.0%N/A0.007%
8/17/2026Corient Private Wealth LP82,756$1.76M0.0%N/A0.142%
8/17/2026Bank of America Corp DE294,594$6.25M0.0%N/A0.505%
8/15/2026Freestone Grove Partners LP22,574$479K0.0%N/A0.039%
8/15/2026Miller Value Partners LLC258,000$5.48M1.3%N/A0.443%
8/15/2026Jupiter Topco LLC23,555$500K0.0%N/A0.040%
8/14/2026Hsbc Holdings PLC39,836$838K0.0%N/A0.068%
8/14/2026Legal & General Group Plc118,017$2.50M0.0%N/A0.202%
8/14/2026The Manufacturers Life Insurance Company20,667$439K0.0%N/A0.035%
8/14/2026Algert Global LLC109,568$2.33M0.0%+93.0%0.188%
8/13/2026Cibc World Market Inc.13,632$289K0.0%N/A0.023%
8/13/2026Connor Clark & Lunn Investment Management Ltd.182,289$3.87M0.0%N/A0.313%
8/13/2026Kendall Capital Management58,130$1.23M0.2%N/A0.100%
8/12/2026Quantbot Technologies LP2,167$46K0.0%N/A0.004%
8/12/2026Landscape Capital Management L.L.C.143,592$3.05M0.2%N/A0.246%
8/12/2026Ieq Capital LLC1,770,257$37.57M0.2%N/A3.036%
8/11/2026Allworth Financial LP2,352$50K0.0%N/A0.004%
8/7/2026BlackRock Inc.9,152,511$194.22M0.0%N/A15.699%
8/7/2026Deutsche Bank AG59,325$1.26M0.0%N/A0.102%
8/6/2026Bank of New York Mellon Corp888,866$18.86M0.0%N/A1.525%
8/3/2026Summit Global Investments36,700$779K0.0%N/A0.063%
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7/10/2026Redhawk Wealth Advisors Inc.22,236$472K0.0%N/A0.038%
7/7/2026GAMMA Investing LLC3,360$71K0.0%+18.2%0.006%
7/7/2026Moody National Bank Trust Division10,719$227K0.0%N/A0.018%
7/7/2026CoreCap 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 Company20,714$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%
5/13/2026First 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%
4/30/2026Range Financial Group LLC80,999$1.46M0.5%+6.7%0.139%
4/28/2026Stephens Inc. AR11,563$209K0.0%N/A0.020%
4/27/2026PFG Investments LLC14,261$257K0.0%N/A0.024%
4/27/2026New York State Teachers Retirement System68,884$1.24M0.0%-16.6%0.118%
4/27/2026Y Intercept Hong Kong Ltd150,195$2.71M0.1%+56.0%0.257%
4/24/2026Peregrine Capital Management LLC273,370$4.93M0.2%N/A0.469%
4/23/2026Inspire Investing LLC29,733$537K0.0%+9.7%0.051%
4/21/2026Louisiana State Employees Retirement System23,100$417K0.0%N/A0.040%
4/16/2026Diversified 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%
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%
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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%


UPBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 266 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 232 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 23,271,424 shares in the last 24 months. This purchase volume represents approximately $480.59M in transactions.

Of the 65 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 2,330,743 shares in the last 24 months. This volume of shares sold represents approximately $47.13M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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