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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 28,819 | $561.0K | 0.00% | −8,538−22.9% | Reduced |
| Zebra Capital Management LLC | 27,878 | $542.0K | 1.59% | −817−2.8% | Reduced |
| MetLife Investment Management | 27,782 | $540.4K | 0.00% | −8,689−23.8% | Reduced |
| Qube Research & Technologies Ltd | 27,333 | $532.0K | 0.00% | +121+0.4% | Added |
| Allianz Asset Management GmbH | 26,819 | $522.0K | 0.00% | −7,630−22.1% | Reduced |
| Man Group plc | – | $511.0K | 0.00% | – | – |
| Amalgamated Bank | 25,762 | $501.0K | 0.00% | −4,626−15.2% | Reduced |
| Russell Investments Group, Ltd. | 25,672 | $499.0K | 0.00% | −13,691−34.8% | Reduced |
| BNP Paribas Arbitrage, SA | 24,991 | $486.1K | 0.00% | −386−1.5% | Reduced |
| Two Sigma Advisers, LP | 24,900 | $484.0K | 0.00% | −12,300−33.1% | Reduced |
| Amundi | 24,061 | $474.0K | 0.00% | +24,061 | New |
| Group One Trading, L.P. | 23,729 | $462.0K | 0.01% | +7,460+45.9% | Added |
| WBI Investments | 22,618 | $439.0K | 0.09% | +22,618 | New |
| State of Tennessee, Treasury Department | 22,401 | $436.0K | 0.00% | −13,484−37.6% | Reduced |
| Virtu Financial LLC | 22,404 | $436.0K | 0.04% | +22,404 | New |
| State of Wisconsin Investment Board | 22,233 | $432.0K | 0.00% | +12,761+134.7% | Added |
| Schonfeld Strategic Advisors LLC | 22,144 | $431.0K | 0.00% | −3,856−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 22,086 | $430.0K | 0.00% | +11,576+110.1% | Added |
| Ensign Peak Advisors, Inc | 21,900 | $426.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,842 | $424.8K | 0.00% | −5,150−19.1% | Reduced |
| Maryland State Retirement & Pension System | 21,809 | $424.0K | 0.01% | −2,655−10.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,755 | $423.0K | 0.06% | +2,456+12.7% | Added |
| State Board of Administration of Florida Retirement System | 21,287 | $414.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 21,104 | $410.0K | 0.01% | +21,104 | New |
| Voya Investment Management LLC | 20,373 | $396.0K | 0.00% | −5,690−21.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 19,632 | $382.0K | 0.00% | +19,632 | New |
| AQR Capital Management LLC | 19,253 | $374.0K | 0.00% | +7,222+60.0% | Added |
| Oregon Public Employees Retirement Fund | 17,656 | $343.0K | 0.01% | −5,178−22.7% | Reduced |
| Arizona State Retirement System | 17,028 | $331.0K | 0.00% | +937+5.8% | Added |
| SummerHaven Investment Management, LLC | 16,832 | $327.0K | 0.22% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,583 | $322.0K | 0.00% | −2,449−12.9% | Reduced |
| Fox Run Management, L.L.C. | 16,244 | $316.0K | 0.16% | +16,244 | New |
| Wellington Management Group LLP | 16,053 | $312.0K | 0.00% | +15+0.1% | Added |
| 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 |
| Tudor Investment Corp Et Al | 15,423 | $300.0K | 0.01% | −69,030−81.7% | Reduced |
| SEI Investments Co | 14,411 | $280.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 13,567 | $264.0K | 0.00% | −254−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,100 | $255.0K | 0.10% | +370+2.9% | Added |
| CoreCap Advisors, LLC | 12,995 | $253.0K | 0.02% | +2,220+20.6% | Added |
| 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 |
| 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 |
| Hudson Portfolio Management LLC | 11,725 | $228.0K | 0.24% | +2,350+25.1% | Added |
| Kestra Private Wealth Services, LLC | 11,629 | $226.0K | 0.01% | −1,199−9.3% | Reduced |
| Susquehanna International Group, LLP | 11,558 | $225.0K | 0.00% | −39,716−77.5% | Reduced |
| Rafferty Asset Management, LLC | 11,065 | $215.0K | 0.00% | −9,788−46.9% | Reduced |
| CWM Advisors, LLC | 10,953 | $213.0K | 0.03% | −13,998−56.1% | Reduced |
| Koshinski Asset Management, Inc. | 10,817 | $210.0K | 0.02% | −540−4.8% | Reduced |
| Scotia Capital Inc. | 10,600 | $206.0K | 0.00% | +10,600 | New |
| Janus Henderson Group PLC | 10,484 | $204.0K | 0.00% | −17−0.2% | Reduced |
| Bellecapital International Ltd. | 10,062 | $196.0K | 0.05% | −155−1.5% | Reduced |
| Mutual of America Capital Management LLC | 9,039 | $176.0K | 0.00% | −46,203−83.6% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $168.0K | 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 |
| Central Trust Co | 7,500 | $146.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 7,067 | $137.0K | 0.00% | +18+0.3% | Added |
| The PNC Financial Services Group, Inc. | 6,975 | $135.0K | 0.00% | +410+6.2% | Added |
| DuPont Capital Management Corp | 6,878 | $134.0K | 0.01% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,569 | $128.0K | 0.13% | +6,569 | New |
| CX Institutional | 6,347 | $124.0K | 0.01% | +6,347 | New |
| Point72 Hong Kong Ltd | 5,897 | $115.0K | 0.01% | +847+16.8% | Added |
| Harbour Investments, Inc. | 5,524 | $107.0K | 0.01% | +5,524 | New |
| Captrust Financial Advisors | 4,732 | $93.0K | 0.00% | −1,000−17.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,295 | $84.0K | 0.00% | −83−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 3,982 | $77.0K | 0.00% | −1,188−23.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,849 | $75.0K | 0.00% | +294+8.3% | Added |
| Public Employees Retirement System of Ohio | 3,281 | $64.0K | 0.00% | +1,081+49.1% | Added |
| Metropolitan Life Insurance Co | 3,224 | $62.7K | 0.00% | −912−22.1% | Reduced |
| US Bancorp | 2,425 | $47.0K | 0.00% | −307−11.2% | Reduced |
| Macquarie Group Ltd | 2,195 | $43.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,094 | $41.0K | 0.00% | −2,322−52.6% | Reduced |
| CWM, LLC | 2,036 | $40.0K | 0.00% | −41−2.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1,415 | $27.5K | 0.01% | +188+15.3% | Added |
| Clearstead Advisors, LLC | 1,400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 672 | $13.1K | 0.00% | −620−48.0% | Reduced |
| BDO Wealth Advisors, LLC | 600 | $12.0K | 0.00% | +100+20.0% | Added |
| AdvisorNet Financial, Inc | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 322 | $8.00K | 0.00% | +322 | New |
| Nomura Asset Management Co Ltd | 400 | $7.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| Newbridge Financial Services Group, Inc. | 319 | $6.00K | 0.00% | +4+1.3% | Added |
| 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 |
| 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 |
| 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 |
| 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 |