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, Q4 2021
Institutional positions in Upbound Group, Inc. as of Dec 31, 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
- 247
- −24 vs. Q3 2021
- Shares held
- 48.2M
- −2.72M (−5.3%) vs. Q3 2021
- Total value
- $2.32B
- −$547.2M (−19.1%) vs. Q3 2021
- New holders
- 34
- 92 more added
- Sold out
- 58
- 92 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| JFS Wealth Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Cornerstone Advisory, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Covestor Ltd | 23 | $1.00K | 0.00% | +23 | New |
| Sageworth Trust Co | 67 | $3.00K | 0.00% | −223−76.9% | Reduced |
| Quadrant Capital Group LLC | 71 | $3.00K | 0.00% | −2−2.7% | Reduced |
| Signaturefd, LLC | 62 | $3.00K | 0.00% | +62 | New |
| Tarbox Family Office, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 80 | $4.00K | 0.00% | +2+2.6% | Added |
| Aua Capital Management, LLC | 108 | $5.00K | 0.00% | −4−3.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 156 | $7.00K | 0.00% | −8−4.9% | Reduced |
| Solstein Capital, LLC | 136 | $7.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 177 | $9.00K | 0.00% | +177 | New |
| Parallel Advisors, LLC | 188 | $9.00K | 0.00% | +188 | New |
| First Horizon Advisors, Inc. | 200 | $10.0K | 0.00% | −63−24.0% | Reduced |
| MV Capital Management, Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 217 | $10.0K | 0.02% | +217 | New |
| Rockefeller Capital Management L.P. | 238 | $11.0K | 0.00% | −1,000−80.8% | Reduced |
| Fifth Third Bancorp | 221 | $11.0K | 0.00% | +149+206.9% | Added |
| Northwestern Mutual Wealth Management Co | 251 | $12.0K | 0.00% | +251 | New |
| NEXT Financial Group, Inc | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Newbridge Financial Services Group, Inc. | 313 | $15.0K | 0.01% | +2+0.6% | Added |
| BDO Wealth Advisors, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $21.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 460 | $22.0K | 0.00% | +151+48.9% | Added |
| TCI Wealth Advisors, Inc. | 494 | $24.0K | 0.00% | +104+26.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 664 | $32.0K | 0.01% | +3+0.5% | Added |
| Exchange Traded Concepts, LLC | 729 | $35.0K | 0.00% | −7,886−91.5% | Reduced |
| Tower Research Capital LLC (TRC) | 773 | $37.0K | 0.00% | −626−44.7% | Reduced |
| Halpern Financial, Inc. | 800 | $38.4K | 0.02% | +800 | New |
| Sutton Wealth Advisors Inc. | 866 | $41.6K | 0.01% | +14+1.6% | Added |
| Eaton Vance Management | 856 | $42.0K | 0.00% | +3+0.4% | Added |
| Wolff Wiese Magana LLC | 1,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,025 | $49.0K | 0.00% | −20,511−95.2% | Reduced |
| Fieldpoint Private Securities, LLC | 1,217 | $58.0K | 0.01% | −358−22.7% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $67.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,436 | $69.0K | 0.03% | +1,436 | New |
| Point72 Hong Kong Ltd | 1,511 | $73.0K | 0.01% | −4,025−72.7% | Reduced |
| Public Employees Retirement System of Ohio | 1,557 | $75.0K | 0.00% | +30+2.0% | Added |
| CWM, LLC | 1,911 | $92.0K | 0.00% | +1,911 | New |
| Macquarie Group Ltd | 2,195 | $105.0K | 0.00% | +471+27.3% | Added |
| Vestcor Inc | 2,452 | $118.0K | 0.00% | −276−10.1% | Reduced |
| US Bancorp | 2,754 | $132.0K | 0.00% | +11+0.4% | Added |
| Gladius Capital Management LP | 2,942 | $142.0K | 0.05% | +2,942 | New |
| Paragon Capital Management Ltd | 3,478 | $167.0K | 0.03% | +3,478 | New |
| Captrust Financial Advisors | 3,725 | $180.0K | 0.00% | +349+10.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,937 | $189.0K | 0.01% | +1,252+46.6% | Added |
| Fulcrum Equity Management | 4,168 | $200.0K | 0.07% | −82−1.9% | Reduced |
| Boston Private Wealth LLC | 4,248 | $204.0K | 0.00% | −649−13.3% | Reduced |
| Avestar Capital, LLC | 4,327 | $209.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 4,384 | $211.0K | 0.01% | +95+2.2% | Added |
| Meritage Portfolio Management | 4,401 | $211.0K | 0.01% | +226+5.4% | Added |
| CIBC World Markets Inc. | 4,465 | $214.0K | 0.00% | −10,837−70.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,500 | $216.0K | 0.00% | −21,779−82.9% | Reduced |
| Euclidean Technologies Management, LLC | 4,509 | $217.0K | 0.18% | +4,509 | New |
| Ritholtz Wealth Management | 4,593 | $221.0K | 0.01% | −73−1.6% | Reduced |
| Qube Research & Technologies Ltd | 4,612 | $222.0K | 0.00% | +4,612 | New |
| Chesapeake Wealth Management | 4,745 | $228.0K | 0.08% | −1,175−19.8% | Reduced |
| HighTower Advisors, LLC | 5,192 | $247.0K | 0.00% | −16,416−76.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,170 | $248.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 5,283 | $254.0K | 0.05% | −341−6.1% | Reduced |
| Quantamental Technologies LLC | 5,381 | $259.0K | 0.13% | +5,381 | New |
| CIBC Asset Management Inc | 5,491 | $264.0K | 0.00% | +5,491 | New |
| Palouse Capital Management, Inc. | 5,623 | $270.0K | 0.12% | +5,623 | New |
| Cubist Systematic Strategies, LLC | 5,666 | $272.0K | 0.00% | +176+3.2% | Added |
| Crossmark Global Holdings, Inc. | 5,680 | $273.0K | 0.01% | −7,620−57.3% | Reduced |
| Virtu Financial LLC | 5,700 | $274.0K | 0.03% | +2,003+54.2% | Added |
| Prentice Wealth Management LLC | 5,749 | $276.0K | 0.13% | −86−1.5% | Reduced |
| Hudson Portfolio Management LLC | 5,780 | $277.0K | 0.24% | +5,780 | New |
| Man Group plc | 5,913 | $285.0K | 0.00% | −15,962−73.0% | Reduced |
| Alps Advisors Inc | 6,223 | $299.0K | 0.00% | +124+2.0% | Added |
| Profund Advisors LLC | 6,371 | $306.0K | 0.01% | +359+6.0% | Added |
| Cornerstone Investment Partners, LLC | 6,625 | $318.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,951 | $334.0K | 0.00% | +17+0.2% | Added |
| Koshinski Asset Management, Inc. | 6,953 | $334.0K | 0.03% | +6,234+867.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 7,200 | $352.0K | 0.00% | −2,000−21.7% | Reduced |
| IndexIQ Advisors LLC | 7,324 | $352.0K | 0.01% | −473−6.1% | Reduced |
| SEI Investments Co | 7,506 | $360.0K | 0.00% | −38,138−83.6% | Reduced |
| DuPont Capital Management Corp | 7,487 | $360.0K | 0.01% | −2,986−28.5% | Reduced |
| Central Trust Co | 7,500 | $360.0K | 0.01% | −400−5.1% | Reduced |
| Public Employees Retirement Association of Colorado | 7,629 | $366.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $366.0K | 0.00% | +2,684+54.4% | Added |
| AlphaCrest Capital Management LLC | 7,633 | $367.0K | 0.01% | +3,801+99.2% | Added |
| Shell Asset Management Co | 8,088 | $389.0K | 0.01% | +31+0.4% | Added |
| Belpointe Asset Management LLC | 8,196 | $394.0K | 0.02% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,267 | $397.0K | 0.01% | −12−0.1% | Reduced |
| Bellecapital International Ltd. | 8,315 | $399.0K | 0.11% | −6,625−44.3% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $415.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,842 | $426.0K | 0.00% | −715−7.5% | Reduced |
| Clear Street Markets LLC | 8,900 | $428.0K | 0.04% | +2,500+39.1% | Added |
| National Bank of Canada | 9,188 | $434.0K | 0.00% | +9,188 | New |
| AXA S.A. | 9,100 | $437.0K | 0.00% | −27,900−75.4% | Reduced |
| Tributary Capital Management, LLC | 9,100 | $437.0K | 0.03% | +2,700+42.2% | Added |
| Nisa Investment Advisors, LLC | 10,470 | $441.0K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 9,922 | $449.0K | 0.04% | −4,737−32.3% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $454.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 9,800 | $471.0K | 0.00% | +1,000+11.4% | Added |