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 |
|---|---|---|---|---|---|
| US Bancorp | 2,754 | $132.0K | 0.00% | +11+0.4% | Added |
| Vestcor Inc | 2,452 | $118.0K | 0.00% | −276−10.1% | Reduced |
| Macquarie Group Ltd | 2,195 | $105.0K | 0.00% | +471+27.3% | Added |
| CWM, LLC | 1,911 | $92.0K | 0.00% | +1,911 | New |
| Public Employees Retirement System of Ohio | 1,557 | $75.0K | 0.00% | +30+2.0% | Added |
| Point72 Hong Kong Ltd | 1,511 | $73.0K | 0.01% | −4,025−72.7% | Reduced |
| State of Wyoming | 1,436 | $69.0K | 0.03% | +1,436 | New |
| Clearstead Advisors, LLC | 1,400 | $67.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,217 | $58.0K | 0.01% | −358−22.7% | Reduced |
| Lazard Asset Management LLC | 1,025 | $49.0K | 0.00% | −20,511−95.2% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $48.0K | 0.03% | 00.0% | Unchanged |
| Eaton Vance Management | 856 | $42.0K | 0.00% | +3+0.4% | Added |
| Sutton Wealth Advisors Inc. | 866 | $41.6K | 0.01% | +14+1.6% | Added |
| Halpern Financial, Inc. | 800 | $38.4K | 0.02% | +800 | New |
| Tower Research Capital LLC (TRC) | 773 | $37.0K | 0.00% | −626−44.7% | Reduced |
| Exchange Traded Concepts, LLC | 729 | $35.0K | 0.00% | −7,886−91.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 664 | $32.0K | 0.01% | +3+0.5% | Added |
| TCI Wealth Advisors, Inc. | 494 | $24.0K | 0.00% | +104+26.7% | Added |
| Steward Partners Investment Advisory, LLC | 460 | $22.0K | 0.00% | +151+48.9% | Added |
| AdvisorNet Financial, Inc | 432 | $21.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 313 | $15.0K | 0.01% | +2+0.6% | Added |
| NEXT Financial Group, Inc | 300 | $14.0K | 0.00% | +200+200.0% | Added |
| Northwestern Mutual Wealth Management Co | 251 | $12.0K | 0.00% | +251 | 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 |
| 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 |
| Umb Bank N A | 177 | $9.00K | 0.00% | +177 | New |
| Parallel Advisors, LLC | 188 | $9.00K | 0.00% | +188 | New |
| 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 |
| 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 |
| Tarbox Family Office, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 80 | $4.00K | 0.00% | +2+2.6% | Added |
| 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 |
| 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 |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | +10 | New |
| Schubert & Co | 6 | $0 | 0.00% | +6 | New |
| Financial Advocates Investment Management | 4,572 | – | – | +4,572 | New |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −1,276,821−100.0% | Sold out |
| Capital Growth Management LP | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| Collaborative Holdings Management LP | 0 | $0 | 0.00% | −202,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −178,780−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −108,788−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −73,145−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −59,799−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −56,570−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −42,986−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −42,990−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −41,385−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −39,102−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −26,734−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −23,640−100.0% | Sold out |
| Human Investing LLC | 0 | $0 | 0.00% | −18,495−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −18,081−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −13,723−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −13,306−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,241−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −7,911−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,231−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −6,175−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,431−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,593−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −5,356−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −4,861−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |
| ProVise Management Group, LLC | 0 | $0 | 0.00% | −4,667−100.0% | Sold out |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −4,011−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Premier Asset Management LLC | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −3,692−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,082−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,711−100.0% | Sold out |