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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 27,983 | $490.0K | 0.00% | +7,610+37.4% | Added |
| MetLife Investment Management | 27,782 | $486.5K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 27,458 | $481.0K | 0.00% | −11,890−30.2% | Reduced |
| Deutsche Bank AG | 27,083 | $474.0K | 0.00% | −5,660−17.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,432 | $463.0K | 0.00% | +6,800+34.6% | Added |
| Amalgamated Bank | 25,821 | $452.0K | 0.00% | +59+0.2% | Added |
| Russell Investments Group, Ltd. | 25,672 | $449.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 25,500 | $447.0K | 0.01% | −500−1.9% | Reduced |
| Aigen Investment Management, LP | 24,100 | $422.0K | 0.06% | +24,100 | New |
| Two Sigma Advisers, LP | 24,000 | $420.0K | 0.00% | −900−3.6% | Reduced |
| WBI Investments | 23,929 | $418.0K | 0.12% | +1,311+5.8% | Added |
| Manufacturers Life Insurance Company, The | 21,442 | $375.4K | 0.00% | −400−1.8% | Reduced |
| State Board of Administration of Florida Retirement System | 21,287 | $373.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 17,507 | $351.0K | 0.00% | −6,554−27.2% | Reduced |
| State of Wisconsin Investment Board | 19,874 | $348.0K | 0.00% | −2,359−10.6% | Reduced |
| Secure Asset Management, LLC | 19,662 | $344.0K | 0.19% | +4,102+26.4% | Added |
| Teachers Retirement System of the State of Kentucky | 19,394 | $340.0K | 0.00% | +19,394 | New |
| Susquehanna International Group, LLP | 18,530 | $324.0K | 0.00% | +6,972+60.3% | Added |
| Ensign Peak Advisors, Inc | 17,850 | $313.0K | 0.00% | −4,050−18.5% | Reduced |
| Oregon Public Employees Retirement Fund | 17,698 | $310.0K | 0.00% | +42+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 17,570 | $308.0K | 0.03% | +17,570 | New |
| SEI Investments Co | 17,400 | $305.0K | 0.00% | +2,989+20.7% | Added |
| Two Sigma Investments, LP | 17,031 | $298.0K | 0.00% | +17,031 | New |
| Exchange Traded Concepts, LLC | 16,576 | $290.0K | 0.01% | −4,528−21.5% | Reduced |
| 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 |
| Wellington Management Group LLP | 16,053 | $281.0K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 15,736 | $276.0K | 0.06% | +15,736 | New |
| Arizona State Retirement System | 15,268 | $267.0K | 0.00% | −1,760−10.3% | Reduced |
| Inspire Advisors, LLC | 15,149 | $265.0K | 0.07% | +15,149 | New |
| Tower Research Capital LLC (TRC) | 14,411 | $252.0K | 0.00% | +12,317+588.2% | Added |
| LPL Financial LLC | 14,363 | $251.0K | 0.00% | +14,363 | New |
| Allianz Asset Management GmbH | 13,974 | $245.0K | 0.00% | −12,845−47.9% | Reduced |
| Verity Asset Management, Inc. | 13,597 | $238.1K | 0.25% | +13,597 | New |
| Man Group plc | 13,218 | $231.0K | 0.00% | – | – |
| First Republic Investment Management, Inc. | 13,175 | $231.0K | 0.00% | +609+4.8% | Added |
| Legacy Wealth Asset Management, LLC | 13,002 | $228.0K | 0.10% | −98−0.7% | Reduced |
| CoreCap Advisors, LLC | 12,370 | $217.0K | 0.02% | −625−4.8% | Reduced |
| CWM Advisors, LLC | 11,954 | $209.0K | 0.03% | +1,001+9.1% | Added |
| HSBC Holdings PLC | 11,758 | $207.0K | 0.00% | −4,825−29.1% | Reduced |
| 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 |
| First National Advisers, LLC | 11,658 | $204.0K | 0.30% | +11,658 | New |
| Kestra Private Wealth Services, LLC | 11,167 | $196.0K | 0.01% | −462−4.0% | Reduced |
| 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 |
| Mutual of America Capital Management LLC | 10,600 | $186.0K | 0.00% | +1,561+17.3% | Added |
| Janus Henderson Group PLC | 10,457 | $183.0K | 0.00% | −27−0.3% | Reduced |
| CX Institutional | 10,421 | $182.0K | 0.01% | +4,074+64.2% | Added |
| 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 |
| Wolverine Asset Management LLC | 8,652 | $151.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 8,586 | $150.0K | 0.01% | +1,708+24.8% | Added |
| Robeco Institutional Asset Management B.V. | 8,214 | $144.0K | 0.00% | +8,214 | New |
| Group One Trading, L.P. | 7,786 | $136.0K | 0.00% | −15,943−67.2% | Reduced |
| Public Employees Retirement Association of Colorado | 7,629 | $134.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,614 | $133.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,907 | $121.0K | 0.00% | −5,624−44.9% | Reduced |
| Simplex Trading, LLC | 6,686 | $117.0K | 0.00% | +6,686 | New |
| The PNC Financial Services Group, Inc. | 6,415 | $113.0K | 0.00% | −560−8.0% | Reduced |
| Harbour Investments, Inc. | 5,524 | $107.0K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,609 | $98.0K | 0.00% | −1,458−20.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,274 | $92.0K | 0.00% | +1,425+37.0% | Added |
| PEAK6 Investments LLC | 4,475 | $78.0K | 0.00% | +4,132+1,204.7% | Added |
| Public Employees Retirement System of Ohio | 4,249 | $74.0K | 0.00% | +968+29.5% | Added |
| Ameritas Investment Partners, Inc. | 3,982 | $69.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,856 | $68.0K | 0.00% | −439−10.2% | Reduced |
| Meeder Asset Management Inc | 3,828 | $67.0K | 0.00% | +3,421+840.5% | Added |
| Metropolitan Life Insurance Co | 3,224 | $56.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,475 | $43.0K | 0.00% | +50+2.1% | Added |
| CWM, LLC | 2,269 | $40.0K | 0.00% | +233+11.4% | Added |
| Macquarie Group Ltd | 1,298 | $38.0K | 0.00% | −897−40.9% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,338 | $23.4K | 0.01% | −77−5.4% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 782 | $15.0K | 0.00% | +460+142.9% | Added |
| Wipfli Financial Advisors LLC, | 696 | $12.0K | 0.00% | +696 | New |
| TD Private Client Wealth LLC | 672 | $11.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 647 | $11.0K | 0.01% | +647 | New |
| TCI Wealth Advisors, Inc. | 591 | $10.0K | 0.00% | +394+200.0% | Added |
| Allworth Financial LP | 541 | $9.00K | 0.00% | +532+5,911.1% | Added |
| AdvisorNet Financial, Inc | 432 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $7.00K | 0.00% | +400 | New |
| 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 |
| First Horizon Advisors, Inc. | 200 | $4.00K | 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 |
| 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 |
| 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 |