Upbound Group, Inc.
UPBD- Exchange
- Nasdaq
- Industry
- Services-Equipment Rental & Leasing, NEC
- SEC CIK
- 0000933036
In the last 90 days, Upbound Group, Inc. insiders filed 1 open-market purchase and 1 sale; 259 institutions reported holding it in 13F filings for Q2 2026, worth $1.23B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Upbound Group, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 284
- +16 vs. Q1 2021
- Shares held
- 52.1M
- +2.04M (+4.1%) vs. Q1 2021
- Total value
- $2.77B
- −$118.0M (−4.1%) vs. Q1 2021
- New holders
- 45
- 119 more added
- Sold out
- 29
- 88 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UPBD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $1.23B |
| Q1 2026 | 240 | $1.01B |
| Q4 2025 | 239 | $972.3M |
| Q3 2025 | 262 | $1.27B |
| Q2 2025 | 256 | $1.33B |
| Q1 2025 | 243 | $1.15B |
| Q4 2024 | 241 | $1.36B |
| Q3 2024 | 246 | $1.45B |
| Q2 2024 | 248 | $1.53B |
| Q1 2024 | 242 | $1.62B |
| Q4 2023 | 233 | $1.52B |
| Q3 2023 | 215 | $1.33B |
| Q2 2023 | 220 | $1.52B |
| Q1 2023 | 204 | $1.17B |
| Q4 2022 | 206 | $1.11B |
| Q3 2022 | 216 | $833.7M |
| Q2 2022 | 220 | $966.4M |
| Q1 2022 | 224 | $1.30B |
| Q4 2021 | 247 | $2.32B |
| Q3 2021 | 271 | $2.86B |
| Q2 2021 | 284 | $2.77B |
| Q1 2021 | 270 | $2.90B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 16 | $0 | 0.00% | −1,531−99.0% | Reduced |
| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 18 | $1.00K | 0.00% | +18 | New |
| Signaturefd, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Larson Financial Group LLC | 54 | $3.00K | 0.00% | +54 | New |
| Assetmark, Inc | 78 | $4.00K | 0.00% | −2−2.5% | Reduced |
| Bogart Wealth, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 73 | $4.00K | 0.00% | +2+2.8% | Added |
| Anchor Investment Management, LLC | 92 | $4.88K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| Tarbox Family Office, Inc. | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 100 | $5.00K | 0.00% | +100 | New |
| Aua Capital Management, LLC | 122 | $6.00K | 0.00% | −5−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 105 | $6.00K | 0.00% | +105 | New |
| Solstein Capital, LLC | 136 | $7.00K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $7.00K | 0.00% | +140 | New |
| Parkside Financial Bank & Trust | 160 | $8.00K | 0.00% | +14+9.6% | Added |
| Glen Eagle Advisors, LLC | 165 | $8.76K | 0.00% | +165 | New |
| Hillsdale Investment Management Inc. | 190 | $10.0K | 0.00% | −123,480−99.8% | Reduced |
| MV Capital Management, Inc. | 200 | $11.0K | 0.00% | +200 | New |
| Sageworth Trust Co | 290 | $15.0K | 0.00% | +290 | New |
| Newbridge Financial Services Group, Inc. | 309 | $16.0K | 0.01% | +2+0.7% | Added |
| TCI Wealth Advisors, Inc. | 326 | $17.0K | 0.00% | −12−3.6% | Reduced |
| BDO Wealth Advisors, LLC | 400 | $21.0K | 0.00% | −16−3.8% | Reduced |
| AdvisorNet Financial, Inc | 432 | $23.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 450 | $24.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 500 | $27.0K | 0.02% | +500 | New |
| Patriot Financial Group Insurance Agency, LLC | 658 | $35.0K | 0.01% | +3+0.5% | Added |
| Eaton Vance Management | 742 | $39.0K | 0.00% | +409+122.8% | Added |
| First Horizon Advisors, Inc. | 789 | $41.0K | 0.00% | +684+651.4% | Added |
| Dark Forest Capital Management LP | 798 | $42.0K | 0.02% | +798 | New |
| CWM, LLC | 845 | $45.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 852 | $45.2K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $53.0K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,024 | $55.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,125 | $60.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,363 | $72.0K | 0.05% | +210+18.2% | Added |
| Clearstead Advisors, LLC | 1,400 | $74.0K | 0.01% | −100−6.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,582 | $84.0K | 0.00% | −704−30.8% | Reduced |
| Macquarie Group Ltd | 1,724 | $91.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,805 | $96.0K | 0.00% | +303+20.2% | Added |
| Fieldpoint Private Securities, LLC | 1,748 | $104.0K | 0.02% | +293+20.1% | Added |
| Rockefeller Capital Management L.P. | 2,006 | $106.0K | 0.00% | +2,006 | New |
| Benjamin F. Edwards & Company, Inc. | 2,152 | $114.0K | 0.01% | +2,152 | New |
| US Bancorp | 2,432 | $129.0K | 0.00% | +1,186+95.2% | Added |
| Vestcor Inc | 2,728 | $145.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,346 | $179.0K | 0.00% | +30+0.9% | Added |
| Advisory Services Network, LLC | 3,579 | $190.0K | 0.01% | −14−0.4% | Reduced |
| Shelton Capital Management | 3,850 | $204.0K | 0.01% | +3,850 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,905 | $207.0K | 0.00% | +3,905 | New |
| Cetera Advisor Networks LLC | 3,921 | $208.0K | 0.00% | −360−8.4% | Reduced |
| Pictet Asset Management Ltd | 4,000 | $212.0K | 0.00% | 00.0% | Unchanged |
| Cadence Bank NA | 4,040 | $214.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 4,091 | $217.0K | 0.08% | +4,091 | New |
| Alpha Paradigm Partners, LLC | 4,122 | $219.0K | 0.08% | +4,122 | New |
| Caxton Associates LP | 4,245 | $225.0K | 0.03% | −2,365−35.8% | Reduced |
| Bayesian Capital Management, LP | 4,234 | $225.0K | 0.06% | +4,234 | New |
| Fulcrum Equity Management | 4,313 | $229.0K | 0.09% | +4,313 | New |
| Avestar Capital, LLC | 4,330 | $231.0K | 0.04% | −10−0.2% | Reduced |
| Fox Run Management, L.L.C. | 4,479 | $238.0K | 0.22% | −2,332−34.2% | Reduced |
| Scotia Capital Inc. | 4,548 | $241.0K | 0.00% | +165+3.8% | Added |
| ProVise Management Group, LLC | 4,547 | $241.0K | 0.02% | +4,547 | New |
| USA Financial Portformulas Corp | 4,575 | $243.0K | 0.20% | −350−7.1% | Reduced |
| Neo Ivy Capital Management | 4,606 | $244.0K | 0.25% | +3,932+583.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,600 | $244.0K | 0.08% | +4,600 | New |
| Ritholtz Wealth Management | 4,711 | $250.0K | 0.02% | −76−1.6% | Reduced |
| SG Americas Securities, LLC | 4,820 | $256.0K | 0.00% | −3,370−41.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,930 | $262.0K | 0.00% | −2,493−33.6% | Reduced |
| HighTower Advisors, LLC | 5,096 | $270.0K | 0.00% | +1,272+33.3% | Added |
| Boston Private Wealth LLC | 5,120 | $271.0K | 0.00% | −120−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 5,170 | $274.0K | 0.01% | +1,227+31.1% | Added |
| Simplex Trading, LLC | 5,193 | $275.0K | 0.01% | +2,039+64.6% | Added |
| Alps Advisors Inc | 5,418 | $288.0K | 0.00% | 00.0% | Unchanged |
| Intersect Capital LLC | 5,455 | $289.0K | 0.05% | −10−0.2% | Reduced |
| Prentice Wealth Management LLC | 5,905 | $313.0K | 0.16% | +269+4.8% | Added |
| Teacher Retirement System of Texas | 6,399 | $340.0K | 0.00% | +954+17.5% | Added |
| Private Advisor Group, LLC | 6,598 | $350.0K | 0.00% | +6,598 | New |
| Martingale Asset Management L P | 6,613 | $351.0K | 0.00% | −27,441−80.6% | Reduced |
| Profund Advisors LLC | 6,687 | $355.0K | 0.01% | +1,513+29.2% | Added |
| The PNC Financial Services Group, Inc. | 6,907 | $367.0K | 0.00% | +1,652+31.4% | Added |
| IndexIQ Advisors LLC | 7,016 | $372.0K | 0.01% | +109+1.6% | Added |
| Eqis Capital Management, Inc. | 7,172 | $381.0K | 0.03% | +2,543+54.9% | Added |
| Central Trust Co | 7,500 | $398.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,629 | $405.0K | 0.00% | 00.0% | Unchanged |
| NorthCoast Asset Management LLC | 7,701 | $409.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 7,773 | $413.0K | 0.01% | +3,807+96.0% | Added |
| PEAK6 Investments LLC | 7,873 | $418.0K | 0.01% | +7,366+1,452.9% | Added |
| Walleye Capital LLC | 7,909 | $420.0K | 0.02% | +7,909 | New |
| Chesapeake Wealth Management | 7,975 | $423.0K | 0.14% | −965−10.8% | Reduced |
| Guggenheim Capital LLC | 8,123 | $431.0K | 0.00% | −718−8.1% | Reduced |
| Cornerstone Investment Partners, LLC | 8,125 | $431.0K | 0.02% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 8,094 | $432.0K | 0.06% | +8,094 | New |
| Belpointe Asset Management LLC | 8,173 | $434.0K | 0.03% | −800−8.9% | Reduced |
| Shell Asset Management Co | 8,407 | $446.0K | 0.01% | +450+5.7% | Added |
| Mutual of America Capital Management LLC | 8,484 | $450.0K | 0.00% | +1,944+29.7% | Added |
| Campbell & CO Investment Adviser LLC | 8,504 | $451.0K | 0.19% | +3,200+60.3% | Added |
| HSBC Holdings PLC | 8,672 | $457.0K | 0.00% | −6,443−42.6% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $459.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,891 | $472.0K | 0.01% | +1,073+13.7% | Added |
| Handelsbanken Fonder AB | 8,952 | $475.0K | 0.00% | +700+8.5% | Added |