Upbound Group (UPBD) Institutional Ownership

$18.67 -0.13 (-0.69%)

Closing price 09/3/2026 04:00 PM Eastern

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$18.66 -0.01 (-0.03%)

As of 08:07 AM Eastern

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Current Institutional Ownership Percentage: 90.30%
Number of Institutional Buyers (last 12 months): 141
Total Institutional Inflows (last 12 months): $501.06M

Number of Institutional Sellers (last 12 months): 63
Total Institutional Outflows (last 12 months): $45.10M

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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	91,393	$1.94M	0.0%	N/A	0.157%
8/26/2026	Amundi	30,726	$652K	0.0%	+111.1%	0.053%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	17,900	$380K	0.0%	N/A	0.031%
8/24/2026	California State Teachers Retirement System	1,214,909	$25.78M	0.0%	+2,426.3%	2.084%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	114,141	$2.42M	0.0%	-10.5%	0.196%
8/19/2026	Hsbc Holdings PLC	39,836	$838K	0.0%	+137.6%	0.068%
8/19/2026	Wellington Management Group LLP	1,104,571	$23.44M	0.0%	-12.1%	1.895%
8/18/2026	Empowered Funds LLC	236,744	$5.02M	0.0%	N/A	0.406%
8/18/2026	Public Employees Retirement System of Ohio	4,330	$92K	0.0%	N/A	0.007%
8/17/2026	Corient Private Wealth LP	82,756	$1.76M	0.0%	N/A	0.142%
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8/17/2026	Bank of America Corp DE	294,594	$6.25M	0.0%	N/A	0.505%
8/15/2026	Freestone Grove Partners LP	22,574	$479K	0.0%	N/A	0.039%
8/15/2026	Miller Value Partners LLC	258,000	$5.48M	1.3%	N/A	0.443%
8/15/2026	Jupiter Topco LLC	23,555	$500K	0.0%	N/A	0.040%
8/14/2026	Hsbc Holdings PLC	39,836	$838K	0.0%	N/A	0.068%
8/14/2026	Legal & General Group Plc	118,017	$2.50M	0.0%	N/A	0.202%
8/14/2026	The Manufacturers Life Insurance Company	20,667	$439K	0.0%	N/A	0.035%
8/14/2026	Algert Global LLC	109,568	$2.33M	0.0%	+93.0%	0.188%
8/13/2026	Cibc World Market Inc.	13,632	$289K	0.0%	N/A	0.023%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	182,289	$3.87M	0.0%	N/A	0.313%
8/13/2026	Kendall Capital Management	58,130	$1.23M	0.2%	N/A	0.100%
8/12/2026	Quantbot Technologies LP	2,167	$46K	0.0%	N/A	0.004%
8/12/2026	Landscape Capital Management L.L.C.	143,592	$3.05M	0.2%	N/A	0.246%
8/12/2026	Ieq Capital LLC	1,770,257	$37.57M	0.2%	N/A	3.036%
8/11/2026	Allworth Financial LP	2,352	$50K	0.0%	N/A	0.004%
8/7/2026	BlackRock Inc.	9,152,511	$194.22M	0.0%	N/A	15.699%
8/7/2026	Deutsche Bank AG	59,325	$1.26M	0.0%	N/A	0.102%
8/6/2026	Bank of New York Mellon Corp	888,866	$18.86M	0.0%	N/A	1.525%
8/3/2026	Summit Global Investments	36,700	$779K	0.0%	N/A	0.063%
7/10/2026	Redhawk Wealth Advisors Inc.	22,236	$472K	0.0%	N/A	0.038%
7/7/2026	GAMMA Investing LLC	3,360	$71K	0.0%	+18.2%	0.006%
7/7/2026	Moody National Bank Trust Division	10,719	$227K	0.0%	N/A	0.018%
7/7/2026	CoreCap Advisors LLC	17,404	$369K	0.0%	-14.3%	0.030%
7/2/2026	Versant Capital Management Inc	1,193	$25K	0.0%	-44.1%	0.002%
6/18/2026	Pacer Advisors Inc.	413,005	$7.46M	0.0%	N/A	0.708%
5/19/2026	Bank of America Corp DE	194,819	$3.52M	0.0%	+10.7%	0.334%
5/18/2026	Amundi	14,554	$263K	0.0%	N/A	0.025%
5/18/2026	Royal Bank of Canada	14,601	$263K	0.0%	+73.1%	0.025%
5/18/2026	Empowered Funds LLC	240,726	$4.35M	0.0%	+12.0%	0.413%
5/16/2026	The Manufacturers Life Insurance Company	20,714	$374K	0.0%	-5.4%	0.036%
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5/16/2026	Quantinno Capital Management LP	47,463	$857K	0.0%	+83.4%	0.081%
5/14/2026	Renaissance Technologies LLC	63,900	$1.15M	0.0%	N/A	0.110%
5/14/2026	Sei Investments Co.	244,848	$4.42M	0.0%	+249.0%	0.420%
5/14/2026	Lido Advisors LLC	124,581	$2.25M	0.0%	-59.4%	0.214%
5/13/2026	First Citizens Bank & Trust Co.	20,354	$367K	0.0%	+62.2%	0.035%
5/13/2026	First Trust Advisors LP	196,526	$3.55M	0.0%	+57.3%	0.337%
5/8/2026	PNC Financial Services Group Inc.	3,685	$67K	0.0%	+49.9%	0.006%
5/8/2026	Summit Global Investments	37,522	$677K	0.0%	-4.1%	0.064%
5/7/2026	Dimensional Fund Advisors LP	2,394,770	$43.23M	0.0%	+15.8%	4.108%
5/5/2026	Bank of New York Mellon Corp	855,176	$15.44M	0.0%	-1.7%	1.466%
5/5/2026	Illinois Municipal Retirement Fund	31,249	$564K	0.0%	+16.7%	0.054%
5/4/2026	Principal Financial Group Inc.	303,918	$5.49M	0.0%	+22.2%	0.521%
5/1/2026	Fifth Third Bancorp	12,303	$222K	0.0%	+4,357.6%	0.021%
4/30/2026	Hsbc Holdings PLC	16,763	$298K	0.0%	-26.0%	0.029%
4/30/2026	Range Financial Group LLC	80,999	$1.46M	0.5%	+6.7%	0.139%
4/28/2026	Stephens Inc. AR	11,563	$209K	0.0%	N/A	0.020%
4/27/2026	PFG Investments LLC	14,261	$257K	0.0%	N/A	0.024%
4/27/2026	New York State Teachers Retirement System	68,884	$1.24M	0.0%	-16.6%	0.118%
4/27/2026	Y Intercept Hong Kong Ltd	150,195	$2.71M	0.1%	+56.0%	0.257%
4/24/2026	Peregrine Capital Management LLC	273,370	$4.93M	0.2%	N/A	0.469%
4/23/2026	Inspire Investing LLC	29,733	$537K	0.0%	+9.7%	0.051%
4/21/2026	Louisiana State Employees Retirement System	23,100	$417K	0.0%	N/A	0.040%
4/16/2026	Diversified Trust Co	20,608	$372K	0.0%	+13.6%	0.035%
3/20/2026	Hsbc Holdings PLC	22,653	$398K	0.0%	N/A	0.039%
2/19/2026	Invesco Ltd.	548,630	$9.63M	0.0%	+28.1%	0.947%
2/18/2026	Summit Global Investments	39,139	$687K	0.0%	-5.1%	0.068%
2/18/2026	Vident Advisory LLC	33,108	$581K	0.0%	+33.2%	0.057%
2/18/2026	State of Tennessee Department of Treasury	57,873	$1.09M	0.0%	+40.3%	0.100%
2/18/2026	Empowered Funds LLC	214,851	$3.77M	0.0%	+9.5%	0.371%
2/18/2026	Wellington Management Group LLP	1,315,672	$23.10M	0.0%	+4.8%	2.272%
2/18/2026	SummitTX Capital L.P.	10,625	$187K	0.0%	N/A	0.018%
2/18/2026	Millennium Management LLC	391,580	$6.88M	0.0%	+343.5%	0.676%
2/18/2026	Miller Value Partners LLC	70,000	$1.23M	0.4%	+250.0%	0.121%
2/18/2026	Inspire Investing LLC	27,094	$476K	0.0%	+37.4%	0.047%
2/18/2026	Engineers Gate Manager LP	29,319	$515K	0.0%	-75.3%	0.051%
2/18/2026	Balyasny Asset Management L.P.	441,351	$7.75M	0.0%	+89.8%	0.762%
2/18/2026	Banco Bilbao Vizcaya Argentaria S.A.	50,343	$884K	0.0%	-15.2%	0.087%
2/18/2026	Boothbay Fund Management LLC	17,690	$311K	0.0%	N/A	0.031%
2/18/2026	Bridgeway Capital Management LLC	347,851	$6.11M	0.1%	+5.6%	0.601%
2/18/2026	Aristeia Capital L.L.C.	12,477	$219K	0.0%	N/A	0.022%
2/17/2026	Freestone Grove Partners LP	19,162	$336K	0.0%	+16.0%	0.033%
2/17/2026	Guggenheim Capital LLC	53,077	$932K	0.0%	+176.0%	0.092%
2/17/2026	AQR Capital Management LLC	333,415	$5.86M	0.0%	+19.5%	0.576%
2/17/2026	Lazard Asset Management LLC	10,038	$176K	0.0%	N/A	0.017%
2/17/2026	Trexquant Investment LP	77,608	$1.36M	0.0%	N/A	0.134%
2/17/2026	Price T Rowe Associates Inc. MD	59,958	$1.05M	0.0%	+3.9%	0.104%
2/17/2026	Public Employees Retirement System of Ohio	3,400	$60K	0.0%	+18.7%	0.006%
2/17/2026	Russell Investments Group Ltd.	161,749	$2.84M	0.0%	+1.7%	0.279%
2/17/2026	Royal Bank of Canada	8,436	$148K	0.0%	+1,020.3%	0.015%
2/17/2026	Mangrove Partners IM LLC	13,603	$239K	0.0%	N/A	0.023%
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2/17/2026	Graham Capital Management L.P.	36,932	$649K	0.0%	+255.6%	0.064%
2/16/2026	Squarepoint Ops LLC	116,910	$2.05M	0.0%	+22.5%	0.202%
2/16/2026	Truvestments Capital LLC	23,051	$405K	0.1%	+14.2%	0.040%
2/16/2026	Verition Fund Management LLC	103,873	$1.82M	0.0%	+69.8%	0.179%
2/16/2026	Panagora Asset Management Inc.	328,753	$5.77M	0.0%	+3.9%	0.568%
2/16/2026	Huber Capital Management LLC	1,739,045	$30.54M	4.5%	+80.2%	3.003%
2/16/2026	Kennedy Capital Management LLC	672,289	$11.81M	0.2%	+13.5%	1.161%
2/16/2026	Landscape Capital Management L.L.C.	23,819	$418K	0.0%	N/A	0.041%
2/16/2026	Arax Advisory Partners	1,597	$28K	0.0%	-42.8%	0.003%
2/16/2026	Barclays PLC	121,546	$2.13M	0.0%	+15.4%	0.210%

UPBD Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 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 227 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), California State Teachers Retirement System ($1.17M), LSV Asset Management ($958.13K), and Bank of New York Mellon Corp ($954.25K).

Institutional investors have bought a total of 24,129,336 shares in the last 24 months. This purchase volume represents approximately $501.06M in transactions.

Of the 63 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 2,232,539 shares in the last 24 months. This volume of shares sold represents approximately $45.10M 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 8/27/2026. New 13F filings are added each quarter as they're published.

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Upbound Group (UPBD) Institutional Ownership

UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

UPBD Institutional Ownership - Frequently Asked Questions

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Upbound Group (UPBD) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

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

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

How much institutional buying is happening at Upbound Group?

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

How much institutional selling is happening at Upbound Group?

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