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 2022
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 220
- 0 vs. Q1 2022
- Shares held
- 49.6M
- −1.80M (−3.5%) vs. Q1 2022
- Total value
- $966.4M
- −$328.8M (−25.4%) vs. Q1 2022
- New holders
- 29
- 66 more added
- Sold out
- 29
- 98 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 4 | $0 | 0.00% | −2,897−99.9% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 9 | $0 | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −3−37.5% | Reduced |
| Schubert & Co | 25 | $0 | 0.00% | +18+257.1% | Added |
| Covestor Ltd | 18 | $0 | 0.00% | +4+28.6% | Added |
| Northwestern Mutual Wealth Management Co | 25 | $0 | 0.00% | +25 | New |
| Glassman Wealth Services | 22 | $0 | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 21 | $0 | 0.00% | +21 | New |
| Steward Financial Group LLC | 13 | $0 | 0.00% | +13 | New |
| Patriot Financial Group Insurance Agency, LLC | 50 | $1.00K | 0.00% | −415−89.2% | Reduced |
| Fifth Third Bancorp | 42 | $1.00K | 0.00% | −277−86.8% | Reduced |
| Fieldpoint Private Securities, LLC | 46 | $1.00K | 0.00% | −254−84.7% | Reduced |
| Sageworth Trust Co of South Dakota | 37 | $1.00K | 0.00% | −91−71.1% | Reduced |
| Sageworth Trust Co | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 27 | $1.00K | 0.00% | −40−59.7% | Reduced |
| Massmutual Trust Co FSB | 57 | $1.00K | 0.00% | +38+200.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $1.00K | 0.00% | +50+2,500.0% | Added |
| ClariVest Asset Management LLC | 88 | $2.00K | 0.00% | −10,451−99.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 104 | $2.00K | 0.00% | +83+395.2% | Added |
| Versant Capital Management, Inc | 94 | $2.00K | 0.00% | +94 | New |
| Allspring Global Investments Holdings, LLC | 180 | $3.00K | 0.00% | −17,687−99.0% | Reduced |
| Umb Bank N A | 177 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 173 | $3.00K | 0.00% | +93+116.3% | Added |
| Rockefeller Capital Management L.P. | 210 | $4.00K | 0.00% | −68−24.5% | Reduced |
| TCI Wealth Advisors, Inc. | 197 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 273 | $5.00K | 0.00% | −188−40.8% | Reduced |
| Zions Bancorporation, N.A. | 268 | $5.00K | 0.00% | −97−26.6% | Reduced |
| EverSource Wealth Advisors, LLC | 279 | $5.00K | 0.00% | +279 | New |
| Newbridge Financial Services Group, Inc. | 319 | $6.00K | 0.00% | +4+1.3% | Added |
| Charter Oak Capital Management, LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 407 | $7.00K | 0.00% | +267+190.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 368 | $7.00K | 0.00% | +368 | New |
| PEAK6 Investments LLC | 343 | $7.00K | 0.00% | +343 | New |
| Nomura Asset Management Co Ltd | 400 | $7.78K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $8.00K | 0.00% | +322 | New |
| BDO Wealth Advisors, LLC | 600 | $12.0K | 0.00% | +100+20.0% | Added |
| TD Private Client Wealth LLC | 672 | $13.1K | 0.00% | −620−48.0% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,415 | $27.5K | 0.01% | +188+15.3% | Added |
| CWM, LLC | 2,036 | $40.0K | 0.00% | −41−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,094 | $41.0K | 0.00% | −2,322−52.6% | Reduced |
| Macquarie Group Ltd | 2,195 | $43.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,425 | $47.0K | 0.00% | −307−11.2% | Reduced |
| Metropolitan Life Insurance Co | 3,224 | $62.7K | 0.00% | −912−22.1% | Reduced |
| Public Employees Retirement System of Ohio | 3,281 | $64.0K | 0.00% | +1,081+49.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,849 | $75.0K | 0.00% | +294+8.3% | Added |
| Ameritas Investment Partners, Inc. | 3,982 | $77.0K | 0.00% | −1,188−23.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,295 | $84.0K | 0.00% | −83−1.9% | Reduced |
| Captrust Financial Advisors | 4,732 | $93.0K | 0.00% | −1,000−17.4% | Reduced |
| Harbour Investments, Inc. | 5,524 | $107.0K | 0.01% | +5,524 | New |
| Point72 Hong Kong Ltd | 5,897 | $115.0K | 0.01% | +847+16.8% | Added |
| CX Institutional | 6,347 | $124.0K | 0.01% | +6,347 | New |
| Prentice Wealth Management LLC | 6,569 | $128.0K | 0.13% | +6,569 | New |
| DuPont Capital Management Corp | 6,878 | $134.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,975 | $135.0K | 0.00% | +410+6.2% | Added |
| Shell Asset Management Co | 7,067 | $137.0K | 0.00% | +18+0.3% | Added |
| Central Trust Co | 7,500 | $146.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,629 | $148.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $148.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 8,652 | $168.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,039 | $176.0K | 0.00% | −46,203−83.6% | Reduced |
| Bellecapital International Ltd. | 10,062 | $196.0K | 0.05% | −155−1.5% | Reduced |
| Janus Henderson Group PLC | 10,484 | $204.0K | 0.00% | −17−0.2% | Reduced |
| Scotia Capital Inc. | 10,600 | $206.0K | 0.00% | +10,600 | New |
| Koshinski Asset Management, Inc. | 10,817 | $210.0K | 0.02% | −540−4.8% | Reduced |
| CWM Advisors, LLC | 10,953 | $213.0K | 0.03% | −13,998−56.1% | Reduced |
| Rafferty Asset Management, LLC | 11,065 | $215.0K | 0.00% | −9,788−46.9% | Reduced |
| Susquehanna International Group, LLP | 11,558 | $225.0K | 0.00% | −39,716−77.5% | Reduced |
| Kestra Private Wealth Services, LLC | 11,629 | $226.0K | 0.01% | −1,199−9.3% | Reduced |
| Hudson Portfolio Management LLC | 11,725 | $228.0K | 0.24% | +2,350+25.1% | Added |
| Campbell & CO Investment Adviser LLC | 12,103 | $235.0K | 0.06% | −9,597−44.2% | Reduced |
| Balyasny Asset Management LLC | 12,115 | $235.0K | 0.00% | +12,115 | New |
| First Republic Investment Management, Inc. | 12,566 | $244.0K | 0.00% | −6,689−34.7% | Reduced |
| Advisor Group Holdings, Inc. | 12,531 | $244.0K | 0.00% | +6,064+93.8% | Added |
| CoreCap Advisors, LLC | 12,995 | $253.0K | 0.02% | +2,220+20.6% | Added |
| Legacy Wealth Asset Management, LLC | 13,100 | $255.0K | 0.10% | +370+2.9% | Added |
| Truist Financial Corp | 13,567 | $264.0K | 0.00% | −254−1.8% | Reduced |
| SEI Investments Co | 14,411 | $280.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 15,423 | $300.0K | 0.01% | −69,030−81.7% | Reduced |
| ExodusPoint Capital Management, LP | 15,554 | $303.0K | 0.00% | −1,385−8.2% | Reduced |
| Secure Asset Management, LLC | 15,560 | $303.0K | 0.17% | +15,560 | New |
| Wellington Management Group LLP | 16,053 | $312.0K | 0.00% | +15+0.1% | Added |
| Fox Run Management, L.L.C. | 16,244 | $316.0K | 0.16% | +16,244 | New |
| HSBC Holdings PLC | 16,583 | $322.0K | 0.00% | −2,449−12.9% | Reduced |
| SummerHaven Investment Management, LLC | 16,832 | $327.0K | 0.22% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,028 | $331.0K | 0.00% | +937+5.8% | Added |
| Oregon Public Employees Retirement Fund | 17,656 | $343.0K | 0.01% | −5,178−22.7% | Reduced |
| AQR Capital Management LLC | 19,253 | $374.0K | 0.00% | +7,222+60.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,632 | $382.0K | 0.00% | +19,632 | New |
| Voya Investment Management LLC | 20,373 | $396.0K | 0.00% | −5,690−21.8% | Reduced |
| Exchange Traded Concepts, LLC | 21,104 | $410.0K | 0.01% | +21,104 | New |
| State Board of Administration of Florida Retirement System | 21,287 | $414.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 21,755 | $423.0K | 0.06% | +2,456+12.7% | Added |
| Maryland State Retirement & Pension System | 21,809 | $424.0K | 0.01% | −2,655−10.9% | Reduced |