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Upbound Group (UPBD) Institutional Ownership

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$23.41 -0.25 (-1.06%)
Closing price 05/22/2025 04:00 PM Eastern
Extended Trading
$23.44 +0.04 (+0.15%)
As of 05/22/2025 06:17 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 Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
152
Total
Institutional Inflows
(last 12 months)
$341.53M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$150.52M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025WBI Investments LLC8,964$215K0.1%N/A0.016%
5/20/2025 Intech Investment Management LLC222,245$5.33M0.1%+4.2%0.384%
5/19/2025 Jane Street Group LLC86,450$2.07M0.0%+286.3%0.150%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC138,589$3.32M0.0%-1.1%0.240%
5/16/2025 Goldman Sachs Group Inc.532,809$12.77M0.0%+73.0%0.921%
5/16/2025 Dynamic Technology Lab Private Ltd9,639$231K0.0%-72.4%0.017%
5/16/2025 Teza Capital Management LLC11,895$285K0.1%-38.1%0.021%
5/16/2025 Petrus Trust Company LTA19,454$466K0.0%N/A0.034%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,891$764K0.0%+4.5%0.055%
5/16/2025 Interval Partners LP59,855$1.43M0.0%-9.1%0.104%
5/16/2025 Jacobs Levy Equity Management Inc.54,301$1.30M0.0%+149.5%0.094%
5/16/2025 Hancock Whitney Corp11,908$285K0.0%+12.6%0.021%
5/16/2025 AQR Capital Management LLC48,276$1.16M0.0%+15.9%0.083%
5/16/2025 Advisors Asset Management Inc.3,912$94K0.0%+179.4%0.007%
5/16/2025 Amundi104,506$2.29M0.0%+86.1%0.181%
5/15/2025 Cubist Systematic Strategies LLC9,413$226K0.0%-95.1%0.016%
5/15/2025 Graham Capital Management L.P.64,146$1.54M0.0%+51.1%0.111%
5/15/2025 Quarry LP1,580$38K0.0%-41.4%0.003%
5/15/2025 Panagora Asset Management Inc.298,003$7.14M0.0%+71.5%0.515%
5/15/2025 Huber Capital Management LLC949,055$22.74M4.3%+10.9%1.641%
5/15/2025 Landscape Capital Management L.L.C.93,320$2.24M0.2%N/A0.161%
5/14/2025 Ieq Capital LLC734,071$17.59M0.1%-2.0%1.269%
5/14/2025 Corebridge Financial Inc.27,936$669K0.0%-1.6%0.048%
5/14/2025 MetLife Investment Management LLC32,290$774K0.0%-1.6%0.056%
5/14/2025 Walleye Capital LLC9,819$235K0.0%+10.0%0.017%
5/14/2025 AlphaQuest LLC6,694$160K0.0%-57.8%0.012%
5/14/2025 Bragg Financial Advisors Inc724,231$17.35M0.7%+78.3%1.252%
5/14/2025 Martingale Asset Management L P32,770$785K0.0%-35.1%0.057%
5/14/2025 EntryPoint Capital LLC12,175$292K0.1%N/A0.021%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.44,638$1.06M0.0%+80.6%0.077%
5/14/2025 Hsbc Holdings PLC14,337$342K0.0%-68.9%0.025%
5/14/2025 Fuller & Thaler Asset Management Inc.802,481$19.23M0.1%+0.3%1.388%
5/14/2025 Quantbot Technologies LP56,344$1.35M0.0%+176.4%0.097%
5/14/2025 Wellington Management Group LLP556,295$13.33M0.0%-0.5%0.962%
5/13/2025 Northern Trust Corp647,612$15.52M0.0%-0.8%1.120%
5/13/2025 Algert Global LLC153,958$3.69M0.1%-46.4%0.266%
5/13/2025 Raymond James Financial Inc.153,638$3.68M0.0%+14.3%0.266%
5/13/2025 Cresset Asset Management LLC43,726$1.05M0.0%-6.8%0.076%
5/13/2025 American Century Companies Inc.89,790$2.15M0.0%+174.2%0.155%
5/13/2025 Brandywine Global Investment Management LLC161,097$3.86M0.0%-3.8%0.279%
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5/13/2025 Fox Run Management L.L.C.33,309$798K0.1%+134.3%0.058%
5/13/2025 Russell Investments Group Ltd.95,082$2.28M0.0%+63.7%0.164%
5/12/2025 Public Sector Pension Investment Board162,007$3.88M0.0%+33.5%0.280%
5/12/2025 Nuveen LLC418,330$10.02M0.0%N/A0.723%
5/12/2025 Aigen Investment Management LP19,216$460K0.1%N/A0.033%
5/12/2025 Invesco Ltd.454,124$10.88M0.0%+4.4%0.785%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.112,524$2.70M0.0%+435.7%0.195%
5/12/2025 Swiss National Bank90,100$2.16M0.0%-1.1%0.156%
5/12/2025 Maryland State Retirement & Pension System14,929$358K0.0%-9.2%0.026%
5/9/2025 Deutsche Bank AG44,172$1.06M0.0%-7.3%0.076%
5/9/2025 Headlands Technologies LLC28,445$682K0.1%+5.4%0.049%
5/9/2025 Charles Schwab Investment Management Inc.1,051,636$25.20M0.0%+8.0%1.819%
5/9/2025 Vanguard Group Inc.7,025,821$168.34M0.0%+3.6%12.150%
5/9/2025 LSV Asset Management1,689,151$40.47M0.1%+7.3%2.921%
5/8/2025 Blueshift Asset Management LLC8,501$204K0.1%N/A0.015%
5/8/2025 Clark Estates Inc. NY77,000$1.85M0.4%N/A0.133%
5/8/2025 Federated Hermes Inc.302,091$7.24M0.0%-1.5%0.522%
5/7/2025 First National Advisers LLC8,395$201K0.0%-87.5%0.015%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 15,612$374K0.0%+29.5%0.027%
5/6/2025 KLP Kapitalforvaltning AS8,600$206K0.0%-48.2%0.015%
5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH243,915$5.84M0.0%+36.8%0.422%
5/5/2025 Allianz Asset Management GmbH83,935$2.01M0.0%-22.4%0.145%
5/5/2025 Optimist Retirement Group LLC9,257$222K0.1%+15.8%0.016%
5/2/2025 Kingsview Wealth Management LLC15,271$366K0.0%N/A0.026%
5/2/2025 Napatree Capital LLC27,837$667K0.4%+7.6%0.048%
5/2/2025 Segall Bryant & Hamill LLC95,527$2.29M0.0%-2.4%0.165%
5/2/2025 Victory Capital Management Inc.279,737$6.70M0.0%+4.5%0.484%
5/1/2025 MQS Management LLC8,426$202K0.1%N/A0.015%
5/1/2025 CWM LLC1,880$45K0.0%+35.5%0.003%
5/1/2025 Louisiana State Employees Retirement System24,100$577K0.0%+2.6%0.042%
5/1/2025 New York State Common Retirement Fund21,074$505K0.0%+11.8%0.036%
4/30/2025 Alps Advisors Inc.14,173$340K0.0%-3.5%0.025%
4/30/2025 Nisa Investment Advisors LLC11,545$277K0.0%-30.2%0.020%
4/29/2025 TD Private Client Wealth LLC1,311$31K0.0%+59.9%0.002%
4/29/2025 Bank of New York Mellon Corp781,016$18.71M0.0%-2.1%1.351%
4/28/2025 Principal Financial Group Inc.255,244$6.12M0.0%+7.2%0.441%
4/28/2025 Teacher Retirement System of Texas14,392$345K0.0%-86.2%0.025%
4/25/2025 Kendall Capital Management91,995$2.20M0.6%+13.6%0.160%
4/25/2025 KBC Group NV2,454$59K0.0%-87.5%0.004%
4/24/2025 Illinois Municipal Retirement Fund25,929$621K0.0%-2.1%0.045%
4/24/2025 Diversified Trust Co14,380$345K0.0%N/A0.025%
4/21/2025 State of Alaska Department of Revenue28,301$678K0.0%+2.5%0.049%
4/16/2025 Palouse Capital Management Inc.6,623$159K0.1%+64.3%0.012%
4/15/2025 SG Americas Securities LLC46,796$1.12M0.0%+209.8%0.081%
4/9/2025 Canaan Partners XI LLC38,824$930K1.4%N/A0.068%
4/8/2025 Rhumbline Advisers148,921$3.57M0.0%+3.2%0.259%
4/7/2025 GAMMA Investing LLC12,196$292K0.0%+5,179.7%0.021%
3/24/2025 Wellington Management Group LLP559,120$16.31M0.0%+37.9%0.974%
3/18/2025 California State Teachers Retirement System43,984$1.28M0.0%-1.1%0.077%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH178,299$5.20M0.0%N/A0.310%
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2/18/2025 PharVision Advisers LLC10,754$314K0.3%N/A0.020%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC140,151$4.09M0.0%+18.2%0.256%
2/17/2025 Voloridge Investment Management LLC147,893$4.31M0.0%+101.7%0.270%
2/17/2025 Vident Advisory LLC16,444$480K0.0%N/A0.030%
2/17/2025 Twinbeech Capital LP45,979$1.34M0.0%N/A0.084%
2/17/2025 Two Sigma Advisers LP20,500$598K0.0%-37.3%0.037%
2/17/2025 Tidal Investments LLC17,900$522K0.0%N/A0.033%
2/17/2025 Teza Capital Management LLC19,227$561K0.1%-42.1%0.035%
2/17/2025 Sherbrooke Park Advisers LLC11,510$336K0.1%N/A0.021%
2/17/2025 Rafferty Asset Management LLC12,312$359K0.0%-11.2%0.023%
(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, 251 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($168.34M), FMR LLC ($123.65M), Dimensional Fund Advisors LP ($67.91M), State Street Corp ($64.88M), LSV Asset Management ($40.47M), Engaged Capital LLC ($35.83M), and Geode Capital Management LLC ($35.58M).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 220 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: Vanguard Group Inc. ($6.37M), FMR LLC ($6.20M), Ieq Capital LLC ($3.99M), LSV Asset Management ($1.81M), Charles Schwab Investment Management Inc. ($994.14K), Bank of New York Mellon Corp ($956.04K), and American Century Companies Inc. ($811.18K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 34,569,388 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 115 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: FMR LLC ($1.52M), Engaged Capital LLC ($498.66K), American Century Companies Inc. ($379.35K), Bank of America Corp DE ($314.11K), Cubist Systematic Strategies LLC ($224.94K), Algert Global LLC ($163.24K), and Millennium Management LLC ($158.20K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 5,399,168 shares in the last 24 months. This volume of shares sold represents approximately $162.36M in transactions.



This page (NASDAQ:UPBD) was last updated on 5/23/2025 by MarketBeat.com Staff
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