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S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Closing prices for crude oil, gold and other commodities
Chick-fil-A Is Hiring an 'Entertainment Producer'
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dell, Marvell Technology fall; Ulta Beauty, UiPath rise, Friday, 12/1/2023
Mega merger in the works? Humana, Cigna explore big deal
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
MarketBeat Week in Review – 11/27 - 12/1
Chicago and other northern US cities scramble to house migrants with coldest weather just ahead
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Closing prices for crude oil, gold and other commodities
Chick-fil-A Is Hiring an 'Entertainment Producer'
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dell, Marvell Technology fall; Ulta Beauty, UiPath rise, Friday, 12/1/2023
Mega merger in the works? Humana, Cigna explore big deal
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
MarketBeat Week in Review – 11/27 - 12/1
Chicago and other northern US cities scramble to house migrants with coldest weather just ahead
S&P 500   4,594.63
DOW   36,245.50
QQQ   389.94
15 best consumer discretionary stocks for the rest of 2023
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Closing prices for crude oil, gold and other commodities
Chick-fil-A Is Hiring an 'Entertainment Producer'
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
Dell, Marvell Technology fall; Ulta Beauty, UiPath rise, Friday, 12/1/2023
Mega merger in the works? Humana, Cigna explore big deal
Trading Experts Call It “The Perfect Tesla Trade” (Ad)
MarketBeat Week in Review – 11/27 - 12/1
Chicago and other northern US cities scramble to house migrants with coldest weather just ahead
Positive News SentimentPositive News

Upbound Group (UPBD) Institutional Ownership

$30.08
+0.98 (+3.37%)
(As of 12/1/2023 ET)
Compare
Today's Range
$28.92
▼
$30.12
50-Day Range
$25.27
▼
$30.18
52-Week Range
$21.68
▼
$36.17
Volume
442,452 shs
Average Volume
360,959 shs
Market Capitalization
$1.63 billion
P/E Ratio
214.87
Dividend Yield
4.52%
Price Target
$36.80
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

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

Current
Institutional Ownership
Percentage
86.72%
Number of
Institutional Buyers
(last 12 months)
107
Total
Institutional Inflows
(last 12 months)
$494.35 M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$561,169.75
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Skip Chart & View Institutional Buying and Selling Data

UPBD Institutional Buying and Selling by Quarter


Upbound Group Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/1/2023Wellington Management Group LLP13,681$0.40M0.0%N/A0.025%
11/30/2023American Century Companies Inc.731,722$21.55M0.0%N/A1.348%
11/24/2023Deutsche Bank AG31,812$0.94M0.0%N/A0.059%
11/22/2023Public Sector Pension Investment Board56,735$1.67M0.0%N/A0.105%
11/22/2023KBC Group NV21,118$0.66M0.0%N/A0.039%
11/21/2023Comerica Bank20,955$0.62M0.0%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$0.47M0.0%N/A0.029%
11/16/2023Harbour Investments Inc.4,205$0.12M0.0%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$0.76M0.0%N/A0.048%
11/15/2023GSA Capital Partners LLP33,212$0.98M0.1%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%
11/15/2023Kennedy Capital Management LLC106,181$3.13M0.1%N/A0.196%
11/15/2023Legal & General Group Plc130,113$3.83M0.0%N/A0.240%
11/15/2023Alps Advisors Inc.17,784$0.52M0.0%N/A0.033%
11/15/2023Ameriprise Financial Inc.150,077$4.42M0.0%N/A0.276%
11/15/2023Advisors Asset Management Inc.27,205$0.80M0.0%N/A0.050%
11/15/2023First National Bank of Omaha117,404$3.46M0.2%N/A0.216%
11/15/2023AQR Capital Management LLC42,443$1.25M0.0%N/A0.078%
11/14/2023Schonfeld Strategic Advisors LLC66,795$1.97M0.0%N/A0.123%
11/14/2023Teza Capital Management LLC9,531$0.28M0.0%N/A0.018%
11/14/2023California State Teachers Retirement System54,179$1.60M0.0%N/A0.100%
11/14/2023Tower Research Capital LLC TRC 5,463$0.16M0.0%N/A0.010%
11/14/2023Qube Research & Technologies Ltd59,779$1.76M0.0%N/A0.110%
11/14/2023Trexquant Investment LP13,137$0.39M0.0%N/A0.024%
11/14/2023O Shaughnessy Asset Management LLC98,537$2.90M0.0%N/A0.182%
11/13/2023Hollencrest Capital Management5,000$0.15M0.0%N/A0.009%
11/13/2023Algert Global LLC58,710$1.73M0.1%N/A0.108%
11/13/2023Gallacher Capital Management LLC13,882$0.41M0.3%N/A0.026%
11/13/2023Northern Trust Corp585,000$17.23M0.0%N/A1.078%
11/13/2023Federated Hermes Inc.296,391$8.73M0.0%N/A0.546%
11/13/2023Stifel Financial Corp32,550$0.96M0.0%N/A0.060%
11/13/2023Fuller & Thaler Asset Management Inc.514,017$15.14M0.1%N/A0.947%
11/13/2023LPL Financial LLC19,475$0.57M0.0%N/A0.036%
11/13/2023Dark Forest Capital Management LP39,829$1.17M0.1%N/A0.073%
11/13/2023Hsbc Holdings PLC10,991$0.32M0.0%N/A0.020%
11/13/2023Bramshill Investments LLC1,486$43K0.0%N/A0.003%
11/13/2023Mirabella Financial Services LLP8,500$0.25M0.0%N/A0.016%
11/13/2023Cambria Investment Management L.P.11,800$0.34M0.0%N/A0.022%
11/13/2023Invesco Ltd.480,605$14.15M0.0%N/A0.885%
11/13/2023Clearstead Advisors LLC1,300$38K0.0%N/A0.002%
11/13/2023Wolverine Asset Management LLC8,652$0.26M0.0%N/A0.016%
11/13/2023FMR LLC6,195,763$182.47M0.0%N/A11.412%
11/13/2023Envestnet Asset Management Inc.13,245$0.39M0.0%N/A0.024%
11/13/2023Rafferty Asset Management LLC12,792$0.38M0.0%N/A0.024%
11/13/2023PNC Financial Services Group Inc.5,134$0.15M0.0%N/A0.009%
11/13/2023DekaBank Deutsche Girozentrale1,082$32K0.0%N/A0.002%
11/9/2023First National Advisers LLC32,550$0.96M0.4%N/A0.060%
11/9/2023Rhumbline Advisers153,683$4.53M0.0%N/A0.283%
11/9/2023WBI Investments Inc.10,718$0.32M0.1%N/A0.020%
11/9/2023Deutsche Bank AG31,812$0.94M0.0%N/A0.059%
11/9/2023Citigroup Inc.20,222$0.60M0.0%N/A0.037%
11/9/2023Innovis Asset Management LLC13,899$0.41M0.2%N/A0.026%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS30,688$0.90M0.0%N/A0.057%
11/9/2023Texas Permanent School Fund Corp38,967$1.15M0.0%N/A0.072%
11/9/2023Mutual of America Capital Management LLC8,045$0.24M0.0%N/A0.015%
11/9/2023UBS Group AG60,364$1.78M0.0%N/A0.111%
11/8/2023State Board of Administration of Florida Retirement System16,830$0.50M0.0%N/A0.030%
11/8/2023HighTower Advisors LLC40,670$1.20M0.0%N/A0.073%
11/8/2023Shell Asset Management Co.11,907$0.35M0.0%N/A0.021%
11/8/2023Charles Schwab Investment Management Inc.823,386$24.25M0.0%N/A1.471%
11/8/2023Swiss National Bank104,500$3.08M0.0%N/A0.187%
11/8/2023Amalgamated Bank21,330$0.63M0.0%N/A0.038%
11/8/2023Boston Partners14,398$0.42M0.0%N/A0.026%
11/7/2023New York State Common Retirement Fund23,924$0.71M0.0%N/A0.043%
11/7/2023Clearstead Advisors LLC1,300$38K0.0%N/A0.002%
11/7/2023Barclays PLC47,039$1.39M0.0%-28.8%0.084%
11/7/2023Arizona State Retirement System13,537$0.40M0.0%N/A0.024%
11/7/2023Harvest Fund Management Co. Ltd1,758$52K0.0%N/A0.003%
11/6/2023Illinois Municipal Retirement Fund29,319$0.86M0.0%N/A0.052%
11/6/2023Victory Capital Management Inc.108,061$3.18M0.0%N/A0.193%
11/6/2023Ieq Capital LLC1,432,409$42.18M0.9%N/A2.559%
11/4/2023Jackson Creek Investment Advisors LLC28,882$0.85M0.4%N/A0.052%
11/4/2023Capula Management Ltd30,880$0.91M0.0%N/A0.055%
11/4/2023LSV Asset Management1,082,732$31.89M0.1%N/A1.934%
11/2/2023Principal Financial Group Inc.246,904$7.27M0.0%N/A0.441%
11/2/2023Nisa Investment Advisors LLC12,627$0.37M0.0%N/A0.023%
11/1/2023Wakefield Asset Management LLLP22,759$0.67M0.3%N/A0.041%
10/31/2023Teacher Retirement System of Texas27,974$0.82M0.0%N/A0.050%
10/31/2023Kendall Capital Management56,005$1.65M0.7%N/A0.100%
10/31/2023Wolff Wiese Magana LLC1,000$29K0.0%N/A0.002%
10/30/2023Yousif Capital Management LLC22,851$0.67M0.0%N/A0.041%
10/27/2023Hennion & Walsh Asset Management Inc.37,154$1.09M0.1%N/A0.066%
10/27/2023Allspring Global Investments Holdings LLC4,389$0.13M0.0%N/A0.008%
10/27/2023Oregon Public Employees Retirement Fund13,616$0.40M0.0%N/A0.024%
10/26/2023Inspire Investing LLC10,474$0.31M0.0%N/A0.019%
10/26/2023Inspire Advisors LLC26,941$0.79M0.1%N/A0.048%
10/26/2023Mirae Asset Global Investments Co. Ltd.26,432$0.78M0.0%N/A0.047%
10/26/2023Strs Ohio27,700$0.82M0.0%N/A0.049%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank 9,895$0.29M0.0%N/A0.018%
10/25/2023New York State Teachers Retirement System81,991$2.42M0.0%N/A0.146%
10/24/2023Bank of New York Mellon Corp886,054$26.09M0.0%N/A1.583%
10/24/2023Raymond James Financial Services Advisors Inc.76,444$2.25M0.0%N/A0.137%
10/24/2023Raymond James & Associates57,561$1.70M0.0%N/A0.103%
10/24/2023Maryland State Retirement & Pension System16,907$0.50M0.0%N/A0.030%
10/24/2023Xponance Inc.6,868$0.20M0.0%N/A0.012%
10/19/2023Handelsbanken Fonder AB9,452$0.28M0.0%N/A0.017%
10/18/2023Secure Asset Management LLC37,245$1.10M0.3%N/A0.067%
(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, 107 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were FMR LLC ($182.47M), Ieq Capital LLC ($42.18M), LSV Asset Management ($31.89M), Bank of New York Mellon Corp ($26.09M), Charles Schwab Investment Management Inc. ($24.25M), American Century Companies Inc. ($21.55M), and Northern Trust Corp ($17.23M).Learn more on UPBD's institutional investors.

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

86.72% 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 107 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), Ieq Capital LLC ($1.43M), LSV Asset Management ($1.08M), Bank of New York Mellon Corp ($0.89M), Charles Schwab Investment Management Inc. ($0.82M), American Century Companies Inc. ($0.73M), and Northern Trust Corp ($0.59M).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 16,782,374 shares in the last 24 months. This purchase volume represents approximately $494.35M in transactions.

Which Upbound Group major shareholders have been selling company stock?

The following institutional investors have sold Upbound Group stock in the last 24 months: Barclays PLC ($19.06K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 19,055 shares in the last 24 months. This volume of shares sold represents approximately $0.56M in transactions.


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This page (NASDAQ:UPBD) was last updated on 12/2/2023 by MarketBeat.com Staff

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