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Upbound Group (UPBD) Institutional Ownership

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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)
135
Total
Institutional Inflows
(last 12 months)
$704.79M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$13.70M
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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
4/18/2024Allspring Global Investments Holdings LLC1,640$58K0.0%+232.0%0.003%
4/17/2024Hennion & 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%
3/1/2024Goldman Sachs Group Inc.421,293$14.31M0.0%+2.5%0.776%
2/26/2024Integrated Advisors Network LLC14,516$493K0.0%-9.1%0.027%
2/22/2024Sierra Summit Advisors LLC16,451$559K0.2%N/A0.030%
2/16/2024Price T Rowe Associates Inc. MD59,950$2.04M0.0%+1.9%0.110%
2/16/2024Harbour Investments Inc.2,785$95K0.0%-33.8%0.005%
2/16/2024Optimist Retirement Group LLC9,976$339K0.2%N/A0.018%
2/15/2024Legal & General Group Plc125,954$4.28M0.0%-3.2%0.232%
2/15/2024Barclays PLC135,488$4.60M0.0%+188.0%0.250%
2/15/2024Vanguard Group Inc.5,796,072$196.89M0.0%-0.1%10.675%
2/15/2024Nuveen Asset Management LLC436,621$14.83M0.0%+0.5%0.804%
2/15/2024Price T Rowe Associates Inc. MD59,950$2.04M0.0%+1.9%0.110%
2/15/2024Public Sector Pension Investment Board92,388$3.14M0.0%+62.8%0.170%
2/15/2024Bayesian Capital Management LP9,120$310K0.0%N/A0.017%
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%
2/15/2024Comerica Bank20,333$691K0.0%-3.0%0.037%
2/14/2024Royal Bank of Canada15,715$534K0.0%-66.3%0.029%
2/14/2024Cubist Systematic Strategies LLC9,678$329K0.0%N/A0.018%
2/14/2024Nebula Research & Development LLC6,792$231K0.1%N/A0.013%
2/14/2024State of Tennessee Treasury Department37,855$1.29M0.0%+14.9%0.070%
2/14/2024Verition Fund Management LLC32,794$1.11M0.0%N/A0.060%
2/14/2024Shell Asset Management Co.9,158$311K0.0%-23.1%0.017%
2/13/2024Envestnet Asset Management Inc.12,393$421K0.0%-6.4%0.023%
2/13/2024First National Bank of Omaha102,166$3.47M0.2%-13.0%0.188%
2/13/2024Northern Trust Corp573,610$19.49M0.0%-1.9%1.057%
2/13/2024Tower Research Capital LLC TRC 10,411$354K0.0%+90.6%0.019%
2/13/2024First Trust Advisors LP20,080$682K0.0%-68.0%0.037%
2/13/2024Goldman Sachs Group Inc.421,293$14.31M0.0%+2.5%0.776%
2/13/2024Rafferty Asset Management LLC14,806$503K0.0%+15.7%0.027%
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%
2/13/2024California State Teachers Retirement System51,461$1.75M0.0%-5.0%0.095%
2/12/2024Alpha DNA Investment Management LLC13,828$470K0.2%N/A0.025%
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2/12/2024TFO Wealth Partners LLC2,689$91K0.0%+44,716.7%0.005%
2/12/2024Allianz Asset Management GmbH61,573$2.09M0.0%+108.6%0.113%
2/12/2024Hsbc Holdings PLC13,196$450K0.0%+20.1%0.024%
2/9/2024Franklin Resources Inc.17,176$583K0.0%-3.6%0.032%
2/9/2024Quest Partners LLC11,665$396K0.1%N/A0.021%
2/9/2024Trexquant Investment LP27,407$931K0.0%+108.6%0.050%
2/9/2024UBS Group AG100,045$3.40M0.0%+65.7%0.184%
2/9/2024PNC Financial Services Group Inc.4,833$164K0.0%-5.9%0.009%
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%
2/7/2024Principal 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%
2/7/2024BNP Paribas Financial Markets95,147$3.23M0.0%+71.3%0.175%
2/7/2024Teacher 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%
2/6/2024Maryland State Retirement & Pension System16,181$550K0.0%-4.3%0.030%
2/6/2024LSV Asset Management1,184,352$40.23M0.1%+9.4%2.182%
2/6/2024Amalgamated Bank19,934$677K0.0%-6.5%0.037%
2/6/2024Swiss National Bank93,700$3.18M0.0%-10.3%0.173%
2/6/2024Fisher Asset Management LLC150,947$5.13M0.0%-12.4%0.278%
2/5/2024Victory 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%
2/1/2024Yousif Capital Management LLC22,181$753K0.0%-2.9%0.041%
2/1/2024New York State Common Retirement Fund22,877$777K0.0%-4.4%0.042%
2/1/2024Illinois Municipal Retirement Fund25,520$867K0.0%-13.0%0.047%
1/31/2024Wetzel Investment Advisors Inc.2,000$68K0.0%N/A0.004%
1/31/2024Federated Hermes Inc.288,425$9.80M0.0%-2.7%0.531%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 11,539$392K0.0%+16.6%0.021%
1/30/2024Strs Ohio26,100$886K0.0%-5.8%0.048%
1/29/2024Louisiana State Employees Retirement System22,300$758K0.0%N/A0.041%
1/25/2024Wakefield Asset Management LLLP25,241$858K0.3%+10.9%0.046%
1/24/2024New York State Teachers Retirement System80,985$2.75M0.0%-1.2%0.149%
1/22/2024Secure Asset Management LLC37,702$1.28M0.3%+1.2%0.069%
1/19/2024State of Alaska Department of Revenue27,382$930K0.0%-4.2%0.050%
1/18/2024Saxon Interests Inc.5,905$201K0.1%N/A0.011%
1/18/2024Ritholtz Wealth Management18,251$620K0.0%+26.9%0.034%
1/16/2024Raymond James Financial Services Advisors Inc.65,583$2.23M0.0%-14.2%0.121%
1/16/2024Raymond James & Associates74,603$2.53M0.0%+29.6%0.137%
1/16/2024CoreCap Advisors LLC18,565$631K0.0%+12.3%0.034%
1/5/2024Exchange 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%
12/1/2023Wellington Management Group LLP13,681$403K0.0%N/A0.025%
11/30/2023American Century Companies Inc.731,722$21.55M0.0%N/A1.348%
11/24/2023Deutsche Bank AG31,812$937K0.0%N/A0.059%
11/22/2023Public Sector Pension Investment Board56,735$1.67M0.0%N/A0.105%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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11/22/2023KBC Group NV21,118$657K0.0%N/A0.039%
11/21/2023Comerica Bank20,955$617K0.0%N/A0.039%
11/17/2023Jacobs Levy Equity Management Inc.98,423$2.90M0.0%N/A0.181%
11/16/2023Integrated Advisors Network LLC15,962$470K0.0%N/A0.029%
11/16/2023Harbour Investments Inc.4,205$124K0.0%N/A0.008%
11/16/2023Public Employees Retirement System of Ohio1,818$54K0.0%N/A0.003%
11/15/2023The Manufacturers Life Insurance Company 25,957$764K0.0%N/A0.048%
11/15/2023GSA Capital Partners LLP33,212$978K0.1%N/A0.061%
11/15/2023Royal Bank of Canada46,675$1.38M0.0%N/A0.086%
11/15/2023JPMorgan Chase & Co.404,742$11.92M0.0%N/A0.746%
(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, 140 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), Ieq Capital LLC ($47.79M), LSV Asset Management ($40.23M), 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 135 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), Ieq Capital LLC ($1.43M), LSV Asset Management ($1.18M), 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 23,751,821 shares in the last 24 months. This purchase volume represents approximately $704.79M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 37 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), First Trust Advisors LP ($42.63K), Russell Investments Group Ltd. ($37.05K), Royal Bank of Canada ($30.96K), Ieq Capital LLC ($25.47K), and Barclays PLC ($19.06K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 405,238 shares in the last 24 months. This volume of shares sold represents approximately $13.70M in transactions.


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This page (NASDAQ:UPBD) was last updated on 4/19/2024 by MarketBeat.com Staff

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