Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

Upbound Group (UPBD) Institutional Ownership

Upbound Group logo
$17.84 0.00 (0.00%)
Closing price 05/22/2026 04:00 PM Eastern
Extended Trading
$17.88 +0.04 (+0.20%)
As of 05/22/2026 07:51 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.
Compare

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

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$353.92M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$67.10M
Get UPBD Insider Trade Alerts

Want to know when executives and insiders are buying or selling Upbound Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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 Company 20,714$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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%
2/16/2026 Verition Fund Management LLC103,873$1.82M0.0%+69.8%0.179%
2/16/2026 Panagora Asset Management Inc.328,753$5.77M0.0%+3.9%0.568%
2/16/2026 Huber Capital Management LLC1,739,045$30.54M4.5%+80.2%3.003%
2/16/2026 Kennedy Capital Management LLC672,289$11.81M0.2%+13.5%1.161%
2/16/2026 Landscape Capital Management L.L.C.23,819$418K0.0%N/A0.041%
2/16/2026 Arax Advisory Partners1,597$28K0.0%-42.8%0.003%
2/16/2026 Barclays PLC121,546$2.13M0.0%+15.4%0.210%
2/13/2026 Marshall Wace LLP86,350$1.52M0.0%-51.8%0.149%
2/13/2026 The Manufacturers Life Insurance Company 21,907$385K0.0%-5.4%0.038%
2/13/2026 CANADA LIFE ASSURANCE Co53,807$945K0.0%+4.6%0.093%
2/13/2026 Inspire Advisors LLC133,069$2.34M0.2%+20.3%0.230%
2/13/2026 Public Sector Pension Investment Board180,595$3.17M0.0%-11.2%0.312%
2/13/2026 Bragg Financial Advisors Inc1,105,047$19.41M0.6%+12.1%1.908%
2/13/2026 Rafferty Asset Management LLC19,203$337K0.0%+40.9%0.033%
2/13/2026 First Trust Advisors LP124,928$2.19M0.0%+20.1%0.216%
2/13/2026 Headlands Technologies LLC17,028$299K0.0%-12.5%0.029%
2/13/2026 Charles Schwab Investment Management Inc.1,235,539$21.70M0.0%+8.0%2.134%
2/13/2026 State Street Corp2,410,524$43.22M0.0%+11.4%4.163%
2/13/2026 Ieq Capital LLC4,101,233$72.02M0.2%-0.5%7.082%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC126,297$2.22M0.0%+15.0%0.218%
2/13/2026 Wells Fargo & Company MN66,679$1.17M0.0%+45.3%0.115%
2/12/2026 Advisors Asset Management Inc.162,218$2.85M0.0%+175.5%0.280%
2/12/2026 DRW Securities LLC10,602$186K0.0%-20.6%0.018%
2/12/2026 MetLife Investment Management LLC28,396$499K0.0%-12.1%0.049%
2/12/2026 Dimensional Fund Advisors LP2,067,567$36.31M0.0%-3.4%3.570%
2/12/2026 Clark Estates Inc. NY113,000$1.98M0.5%+32.2%0.195%
2/12/2026 Swiss National Bank102,800$1.81M0.0%+1.9%0.178%
2/12/2026 Sepio Capital LP148,309$2.60M0.1%N/A0.256%
2/12/2026 Nuveen LLC514,649$9.04M0.0%-26.3%0.889%
2/11/2026 CSM Advisors LLC251,985$4.43M0.1%+22.5%0.435%
2/11/2026 Empowered Funds LLC214,851$3.77M0.0%+9.5%0.371%
2/11/2026 Inceptionr LLC17,468$307K0.1%N/A0.030%
Your $29.97 book is free today (Ad)

Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options can give you up to 12 times the leverage of stocks — with a fraction of the capital tied up. This free guide lays it all out in plain English — from A to Z, with step-by-step examples you can follow in your own account.tc pixel

Normally $29.97. Today it's free. Grab your copy now.
2/11/2026 Deutsche Bank AG150,118$2.64M0.0%+266.0%0.259%
2/11/2026 Cerity Partners LLC58,555$1.03M0.0%+438.2%0.101%
2/11/2026 LPL Financial LLC46,341$814K0.0%+1.5%0.080%
2/11/2026 Franklin Resources Inc.41,650$731K0.0%-26.8%0.072%
2/11/2026 Krane Funds Advisors LLC22,598$397K0.0%+13.9%0.039%
2/11/2026 Los Angeles Capital Management LLC51,288$992K0.0%+14.9%0.089%
2/10/2026 Cibc World Market Inc.13,946$245K0.0%N/A0.024%
2/10/2026 Lido Advisors LLC306,786$5.39M0.0%-15.8%0.530%
2/10/2026 Goldman Sachs Group Inc.726,944$12.77M0.0%+55.1%1.255%
2/10/2026 BNP Paribas Financial Markets296,712$5.21M0.0%+57.8%0.512%


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 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: 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 15,863,575 shares in the last 24 months. This purchase volume represents approximately $353.92M 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 3,083,012 shares in the last 24 months. This volume of shares sold represents approximately $67.10M in transactions.


Related Companies

This page (NASDAQ:UPBD) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
$30 stock to buy before Starlink goes public (WATCH NOW!)
In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...
Paradigm Press | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel