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, Q3 2022
Institutional positions in Upbound Group, Inc. as of Sep 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
- 216
- −3 vs. Q2 2022
- Shares held
- 47.5M
- −2.06M (−4.2%) vs. Q2 2022
- Total value
- $833.7M
- −$132.7M (−13.7%) vs. Q2 2022
- New holders
- 31
- 68 more added
- Sold out
- 34
- 86 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aua Capital Management, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $0 | 0.00% | +7+140.0% | Added |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Bell Investment Advisors, Inc | 18 | $0 | 0.00% | −3−14.3% | Reduced |
| Schubert & Co | 14 | $0 | 0.00% | −11−44.0% | Reduced |
| Walleye Trading LLC | 14 | $0 | 0.00% | +14 | New |
| Parallel Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Lindbrook Capital, LLC | 26 | $0 | 0.00% | +26 | New |
| Activest Wealth Management | 21 | $0 | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Rockefeller Capital Management L.P. | 106 | $1.00K | 0.00% | −104−49.5% | Reduced |
| Versant Capital Management, Inc | 41 | $1.00K | 0.00% | −53−56.4% | Reduced |
| Sageworth Trust Co | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $1.00K | 0.00% | −8−15.4% | Reduced |
| Covestor Ltd | 59 | $1.00K | 0.00% | +41+227.8% | Added |
| Farmers & Merchants Investments Inc | 35 | $1.00K | 0.00% | +35 | New |
| Hexagon Capital Partners LLC | 70 | $1.00K | 0.00% | +70 | New |
| ClariVest Asset Management LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 99 | $2.00K | 0.00% | −5−4.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 194 | $3.00K | 0.00% | −79−28.9% | Reduced |
| Parkside Financial Bank & Trust | 153 | $3.00K | 0.00% | −20−11.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 147 | $3.00K | 0.00% | +105+250.0% | Added |
| First Horizon Advisors, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $6.00K | 0.00% | −33−9.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 324 | $6.00K | 0.00% | +5+1.6% | Added |
| Cutler Group LP | 386 | $6.00K | 0.00% | +386 | New |
| Aquatic Capital Management LLC | 400 | $7.00K | 0.00% | +400 | New |
| Nomura Asset Management Co Ltd | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $9.00K | 0.00% | +532+5,911.1% | Added |
| TCI Wealth Advisors, Inc. | 591 | $10.0K | 0.00% | +394+200.0% | Added |
| BDO Wealth Advisors, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 647 | $11.0K | 0.01% | +647 | New |
| TD Private Client Wealth LLC | 672 | $11.8K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 696 | $12.0K | 0.00% | +696 | New |
| Ronald Blue Trust, Inc. | 782 | $15.0K | 0.00% | +460+142.9% | Added |
| Wolff Wiese Magana LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,338 | $23.4K | 0.01% | −77−5.4% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,298 | $38.0K | 0.00% | −897−40.9% | Reduced |
| CWM, LLC | 2,269 | $40.0K | 0.00% | +233+11.4% | Added |
| US Bancorp | 2,475 | $43.0K | 0.00% | +50+2.1% | Added |
| Metropolitan Life Insurance Co | 3,224 | $56.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,828 | $67.0K | 0.00% | +3,421+840.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,856 | $68.0K | 0.00% | −439−10.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,982 | $69.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,249 | $74.0K | 0.00% | +968+29.5% | Added |
| PEAK6 Investments LLC | 4,475 | $78.0K | 0.00% | +4,132+1,204.7% | Added |
| Steward Partners Investment Advisory, LLC | 5,274 | $92.0K | 0.00% | +1,425+37.0% | Added |
| Shell Asset Management Co | 5,609 | $98.0K | 0.00% | −1,458−20.6% | Reduced |
| Harbour Investments, Inc. | 5,524 | $107.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,415 | $113.0K | 0.00% | −560−8.0% | Reduced |
| Simplex Trading, LLC | 6,686 | $117.0K | 0.00% | +6,686 | New |
| Advisor Group Holdings, Inc. | 6,907 | $121.0K | 0.00% | −5,624−44.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $133.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 7,629 | $134.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,786 | $136.0K | 0.00% | −15,943−67.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 8,214 | $144.0K | 0.00% | +8,214 | New |
| DuPont Capital Management Corp | 8,586 | $150.0K | 0.01% | +1,708+24.8% | Added |
| Wolverine Asset Management LLC | 8,652 | $151.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,127 | $179.0K | 0.00% | −11,959−54.1% | Reduced |
| Bellecapital International Ltd. | 10,217 | $179.0K | 0.05% | +155+1.5% | Added |
| CX Institutional | 10,421 | $182.0K | 0.01% | +4,074+64.2% | Added |
| Janus Henderson Group PLC | 10,457 | $183.0K | 0.00% | −27−0.3% | Reduced |
| Mutual of America Capital Management LLC | 10,600 | $186.0K | 0.00% | +1,561+17.3% | Added |
| Koshinski Asset Management, Inc. | 10,861 | $190.0K | 0.02% | +44+0.4% | Added |
| Scotia Capital Inc. | 10,843 | $190.0K | 0.00% | +243+2.3% | Added |
| Kestra Private Wealth Services, LLC | 11,167 | $196.0K | 0.01% | −462−4.0% | Reduced |
| First National Advisers, LLC | 11,658 | $204.0K | 0.30% | +11,658 | New |
| Engineers Gate Manager LP | 11,723 | $205.0K | 0.01% | −17,958−60.5% | Reduced |
| Hudson Portfolio Management LLC | 11,725 | $205.0K | 0.24% | 00.0% | Unchanged |
| Chimera Capital Management LLC | 11,945 | $205.0K | 0.06% | +11,945 | New |
| HSBC Holdings PLC | 11,758 | $207.0K | 0.00% | −4,825−29.1% | Reduced |
| CWM Advisors, LLC | 11,954 | $209.0K | 0.03% | +1,001+9.1% | Added |
| CoreCap Advisors, LLC | 12,370 | $217.0K | 0.02% | −625−4.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,002 | $228.0K | 0.10% | −98−0.7% | Reduced |
| Man Group plc | 13,218 | $231.0K | 0.00% | – | – |
| First Republic Investment Management, Inc. | 13,175 | $231.0K | 0.00% | +609+4.8% | Added |
| Verity Asset Management, Inc. | 13,597 | $238.1K | 0.25% | +13,597 | New |
| Allianz Asset Management GmbH | 13,974 | $245.0K | 0.00% | −12,845−47.9% | Reduced |
| LPL Financial LLC | 14,363 | $251.0K | 0.00% | +14,363 | New |
| Tower Research Capital LLC (TRC) | 14,411 | $252.0K | 0.00% | +12,317+588.2% | Added |
| Inspire Advisors, LLC | 15,149 | $265.0K | 0.07% | +15,149 | New |
| Arizona State Retirement System | 15,268 | $267.0K | 0.00% | −1,760−10.3% | Reduced |
| Blueshift Asset Management, LLC | 15,736 | $276.0K | 0.06% | +15,736 | New |
| Wellington Management Group LLP | 16,053 | $281.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 16,395 | $287.0K | 0.00% | −10,938−40.0% | Reduced |
| Rafferty Asset Management, LLC | 16,387 | $287.0K | 0.00% | +5,322+48.1% | Added |
| Exchange Traded Concepts, LLC | 16,576 | $290.0K | 0.01% | −4,528−21.5% | Reduced |
| Two Sigma Investments, LP | 17,031 | $298.0K | 0.00% | +17,031 | New |
| SEI Investments Co | 17,400 | $305.0K | 0.00% | +2,989+20.7% | Added |
| Dynamic Technology Lab Private Ltd | 17,570 | $308.0K | 0.03% | +17,570 | New |
| Oregon Public Employees Retirement Fund | 17,698 | $310.0K | 0.00% | +42+0.2% | Added |
| Ensign Peak Advisors, Inc | 17,850 | $313.0K | 0.00% | −4,050−18.5% | Reduced |
| Susquehanna International Group, LLP | 18,530 | $324.0K | 0.00% | +6,972+60.3% | Added |
| Teachers Retirement System of the State of Kentucky | 19,394 | $340.0K | 0.00% | +19,394 | New |