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, Q1 2022
Institutional positions in Upbound Group, Inc. as of Mar 31, 2022. 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
- 224
- −21 vs. Q4 2021
- Shares held
- 51.7M
- +3.45M (+7.1%) vs. Q4 2021
- Total value
- $1.30B
- −$1.01B (−43.8%) vs. Q4 2021
- New holders
- 40
- 87 more added
- Sold out
- 61
- 69 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | −11−84.6% | Reduced |
| Covestor Ltd | 14 | $0 | 0.00% | −9−39.1% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $0 | 0.00% | +1+16.7% | Added |
| Massmutual Trust Co FSB | 19 | $0 | 0.00% | +19 | New |
| Allworth Financial LP | 8 | $0 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 8 | $0 | 0.00% | +8 | New |
| Cordant, Inc. | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| TD Waterhouse Canada Inc. | 1 | $25 | 0.00% | −17,056−100.0% | Reduced |
| Signaturefd, LLC | 21 | $1.00K | 0.00% | −41−66.1% | Reduced |
| Lindbrook Capital, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 80 | $2.00K | 0.00% | −76−48.7% | Reduced |
| Aua Capital Management, LLC | 67 | $2.00K | 0.00% | −41−38.0% | Reduced |
| Tarbox Family Office, Inc. | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 70 | $2.00K | 0.00% | +70 | New |
| Sageworth Trust Co of South Dakota | 128 | $3.00K | 0.01% | −89−41.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 118 | $3.00K | 0.00% | +38+47.5% | Added |
| Umb Bank N A | 177 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 140 | $4.00K | 0.00% | +140 | New |
| TCI Wealth Advisors, Inc. | 197 | $5.00K | 0.00% | −297−60.1% | Reduced |
| First Horizon Advisors, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 278 | $7.00K | 0.00% | +40+16.8% | Added |
| Fieldpoint Private Securities, LLC | 300 | $8.00K | 0.00% | −917−75.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 315 | $8.00K | 0.00% | +2+0.6% | Added |
| Fifth Third Bancorp | 319 | $8.00K | 0.00% | +98+44.3% | Added |
| Zions Bancorporation, N.A. | 365 | $9.00K | 0.00% | +365 | New |
| Charter Oak Capital Management, LLC | 350 | $9.00K | 0.00% | +350 | New |
| Nomura Asset Management Co Ltd | 400 | $10.1K | 0.00% | +400 | New |
| AdvisorNet Financial, Inc | 432 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 465 | $12.0K | 0.00% | −199−30.0% | Reduced |
| Quadrant Capital Group LLC | 461 | $12.0K | 0.00% | +390+549.3% | Added |
| BDO Wealth Advisors, LLC | 500 | $13.0K | 0.00% | +100+25.0% | Added |
| Wolff Wiese Magana LLC | 1,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,227 | $30.9K | 0.01% | +361+41.7% | Added |
| TD Private Client Wealth LLC | 1,292 | $32.5K | 0.00% | +1,292 | New |
| Clearstead Advisors, LLC | 1,400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,415 | $36.0K | 0.00% | +1,415 | New |
| CWM, LLC | 2,077 | $52.0K | 0.00% | +166+8.7% | Added |
| Macquarie Group Ltd | 2,195 | $55.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,200 | $55.0K | 0.00% | +643+41.3% | Added |
| US Bancorp | 2,732 | $68.0K | 0.00% | −22−0.8% | Reduced |
| Dark Forest Capital Management LP | 2,901 | $73.0K | 0.02% | +2,901 | New |
| Capital Advisory Group Advisory Services, LLC | 3,218 | $81.0K | 0.04% | +3,218 | New |
| Steward Partners Investment Advisory, LLC | 3,555 | $90.0K | 0.00% | +3,095+672.8% | Added |
| Metropolitan Life Insurance Co | 4,136 | $104.2K | 0.00% | −13,111−76.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,378 | $110.0K | 0.00% | +441+11.2% | Added |
| Gladius Capital Management LP | 4,345 | $110.0K | 0.04% | +1,403+47.7% | Added |
| Tower Research Capital LLC (TRC) | 4,416 | $111.0K | 0.00% | +3,643+471.3% | Added |
| Point72 Hong Kong Ltd | 5,050 | $127.0K | 0.01% | +3,539+234.2% | Added |
| Ameritas Investment Partners, Inc. | 5,170 | $130.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,732 | $144.0K | 0.00% | +2,007+53.9% | Added |
| UBS Group AG | 6,338 | $159.0K | 0.00% | −35,183−84.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,565 | $166.0K | 0.00% | −386−5.6% | Reduced |
| DuPont Capital Management Corp | 6,878 | $173.0K | 0.01% | −609−8.1% | Reduced |
| Shell Asset Management Co | 7,049 | $178.0K | 0.00% | −1,039−12.8% | Reduced |
| Central Trust Co | 7,500 | $189.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,629 | $192.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $192.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,100 | $204.0K | 0.01% | −96−1.2% | Reduced |
| Tributary Capital Management, LLC | 8,600 | $217.0K | 0.02% | −500−5.5% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $217.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,467 | $226.0K | 0.00% | −2,375−26.9% | Reduced |
| Hudson Portfolio Management LLC | 9,375 | $236.0K | 0.21% | +3,595+62.2% | Added |
| Handelsbanken Fonder AB | 9,452 | $238.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,472 | $239.0K | 0.00% | +9,472 | New |
| Bellecapital International Ltd. | 10,217 | $257.0K | 0.08% | +1,902+22.9% | Added |
| Janus Henderson Group PLC | 10,501 | $264.0K | 0.00% | +10.0% | Added |
| Nisa Investment Advisors, LLC | 10,510 | $265.0K | 0.00% | +40+0.4% | Added |
| ClariVest Asset Management LLC | 10,539 | $266.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10,775 | $271.0K | 0.02% | +365+3.5% | Added |
| Koshinski Asset Management, Inc. | 11,357 | $286.1K | 0.02% | +4,404+63.3% | Added |
| AQR Capital Management LLC | 12,031 | $303.0K | 0.00% | −9,671−44.6% | Reduced |
| STRS Ohio | 12,300 | $309.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,346 | $311.0K | 0.00% | +822+7.1% | Added |
| Legacy Wealth Asset Management, LLC | 12,730 | $321.0K | 0.11% | +664+5.5% | Added |
| Kestra Private Wealth Services, LLC | 12,828 | $323.0K | 0.02% | −58−0.5% | Reduced |
| FORA Capital, LLC | 12,469 | $330.0K | 0.06% | +12,469 | New |
| O'Shaughnessy Asset Management, LLC | 13,189 | $332.0K | 0.01% | −6,471−32.9% | Reduced |
| Occudo Quantitative Strategies LP | 13,244 | $334.0K | 0.03% | +13,244 | New |
| Truist Financial Corp | 13,821 | $348.0K | 0.00% | +2,685+24.1% | Added |
| SEI Investments Co | 14,411 | $363.0K | 0.00% | +6,905+92.0% | Added |
| ProShare Advisors LLC | 14,470 | $365.0K | 0.00% | −1,829−11.2% | Reduced |
| Parametrica Management Ltd | 14,747 | $371.0K | 0.27% | +14,747 | New |
| Wellington Management Group LLP | 16,038 | $404.0K | 0.00% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 16,051 | $404.0K | 0.25% | +16,051 | New |
| Arizona State Retirement System | 16,091 | $405.0K | 0.00% | −80.0% | Reduced |
| Group One Trading, L.P. | 16,269 | $410.0K | 0.01% | +16,269 | New |
| SummerHaven Investment Management, LLC | 16,832 | $424.0K | 0.24% | +752+4.7% | Added |
| ExodusPoint Capital Management, LP | 16,939 | $427.0K | 0.01% | +16,939 | New |
| Natixis | 17,022 | $429.0K | 0.00% | +17,022 | New |
| Allspring Global Investments Holdings, LLC | 17,867 | $450.0K | 0.00% | −390−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,432 | $464.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 17,831 | $472.0K | 0.00% | −482−2.6% | Reduced |
| HSBC Holdings PLC | 19,032 | $480.0K | 0.00% | +6,873+56.5% | Added |
| First Republic Investment Management, Inc. | 19,255 | $485.0K | 0.00% | −27,970−59.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,299 | $486.0K | 0.11% | +19,299 | New |