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, Q4 2022
Institutional positions in Upbound Group, Inc. as of Dec 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
- 206
- −9 vs. Q3 2022
- Shares held
- 49.2M
- +1.63M (+3.4%) vs. Q3 2022
- Total value
- $1.11B
- +$276.0M (+33.1%) vs. Q3 2022
- New holders
- 35
- 62 more added
- Sold out
- 44
- 83 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −51−86.4% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 16 | $0 | 0.00% | +16 | New |
| Tfo-TDC, LLC | 3 | $113 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 7 | $158 | 0.00% | −5−41.7% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $226 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $293 | 0.00% | +7+116.7% | Added |
| Activest Wealth Management | 21 | $469 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $594 | 0.01% | +23 | New |
| Aua Capital Management, LLC | 27 | $609 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $677 | 0.00% | +30 | New |
| Glassman Wealth Services | 32 | $722 | 0.00% | +10+45.5% | Added |
| Schubert & Co | 32 | $722 | 0.00% | +18+128.6% | Added |
| Farmers & Merchants Investments Inc | 35 | $789 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $902 | 0.00% | −107−72.8% | Reduced |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 45 | $1.01K | 0.00% | +1+2.3% | Added |
| Versant Capital Management, Inc | 47 | $1.06K | 0.00% | +6+14.6% | Added |
| GWM Advisors LLC | 72 | $1.06K | 0.00% | +72 | New |
| Hexagon Capital Partners LLC | 70 | $1.58K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 108 | $2.00K | 0.00% | +2+1.9% | Added |
| Washington Trust Co | 110 | $2.48K | 0.00% | +110 | New |
| Signaturefd, LLC | 126 | $2.84K | 0.00% | +27+27.3% | Added |
| Parallel Advisors, LLC | 132 | $2.98K | 0.00% | +123+1,366.7% | Added |
| Farther Finance Advisors, LLC | 141 | $3.18K | 0.00% | +141 | New |
| Parkside Financial Bank & Trust | 162 | $3.65K | 0.00% | +9+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 176 | $3.97K | 0.00% | −4−2.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.55K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $8.16K | 0.00% | −229−38.7% | Reduced |
| Nomura Asset Management Co Ltd | 400 | $9.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 445 | $10.0K | 0.00% | +13+3.0% | Added |
| Belpointe Asset Management LLC | 500 | $11.3K | 0.00% | +500 | New |
| Allworth Financial LP | 541 | $12.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 672 | $15.2K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 711 | $16.0K | 0.00% | +711 | New |
| Ronald Blue Trust, Inc. | 970 | $17.0K | 0.00% | +188+24.0% | Added |
| Sutton Wealth Advisors Inc. | 852 | $19.2K | 0.01% | −486−36.3% | Reduced |
| Advisory Services Network, LLC | 870 | $19.6K | 0.00% | +870 | New |
| Quadrant Capital Group LLC | 941 | $21.2K | 0.00% | +747+385.1% | Added |
| US Bancorp | 972 | $21.9K | 0.00% | −1,503−60.7% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $22.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,400 | $31.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,515 | $34.0K | 0.00% | −754−33.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,666 | $38.0K | 0.00% | −2,583−60.8% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $56.4K | 0.03% | +2,500 | New |
| Benjamin F. Edwards & Company, Inc. | 2,911 | $66.0K | 0.00% | −945−24.5% | Reduced |
| Meeder Asset Management Inc | 3,013 | $67.9K | 0.01% | −815−21.3% | Reduced |
| Metropolitan Life Insurance Co | 3,224 | $72.7K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,246 | $73.0K | 0.01% | +2,860+740.9% | Added |
| Ameritas Investment Partners, Inc. | 3,982 | $102.4K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,630 | $104.0K | 0.00% | −979−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,923 | $111.0K | 0.00% | −1,984−28.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,245 | $118.3K | 0.00% | −29−0.5% | Reduced |
| Harbour Investments, Inc. | 5,624 | $126.8K | 0.01% | +100+1.8% | Added |
| The PNC Financial Services Group, Inc. | 6,484 | $146.2K | 0.00% | +69+1.1% | Added |
| Group One Trading, L.P. | 7,033 | $158.6K | 0.01% | −753−9.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,629 | $172.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,754 | $174.9K | 0.01% | −832−9.7% | Reduced |
| Hollencrest Capital Management | 8,000 | $180.4K | 0.02% | +8,000 | New |
| Wolverine Asset Management LLC | 8,652 | $195.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,323 | $210.0K | 0.02% | −8,247−46.9% | Reduced |
| Cetera Advisor Networks LLC | 9,359 | $211.0K | 0.00% | +9,359 | New |
| Handelsbanken Fonder AB | 9,452 | $213.0K | 0.00% | +9,452 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $218.3K | 0.00% | +2,068+27.2% | Added |
| Kingsview Wealth Management, LLC | 9,970 | $224.8K | 0.01% | +9,970 | New |
| Nisa Investment Advisors, LLC | 10,127 | $228.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 10,253 | $231.2K | 0.02% | −608−5.6% | Reduced |
| Allianz Asset Management GmbH | 10,300 | $232.3K | 0.00% | −3,674−26.3% | Reduced |
| Janus Henderson Group PLC | 10,457 | $235.7K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,501 | $236.8K | 0.00% | −99−0.9% | Reduced |
| CWM Advisors, LLC | 10,675 | $240.7K | 0.03% | −1,279−10.7% | Reduced |
| Hudson Portfolio Management LLC | 11,250 | $253.7K | 0.28% | −475−4.1% | Reduced |
| Royal Bank of Canada | 11,594 | $261.0K | 0.00% | −25,970−69.1% | Reduced |
| Verity Asset Management, Inc. | 12,748 | $287.5K | 0.25% | −849−6.2% | Reduced |
| First National Advisers, LLC | 12,836 | $289.0K | 0.37% | +1,178+10.1% | Added |
| HSBC Holdings PLC | 13,560 | $300.9K | 0.00% | +1,802+15.3% | Added |
| CSS LLC | 14,000 | $315.7K | 0.02% | +14,000 | New |
| CoreCap Advisors, LLC | 14,233 | $321.0K | 0.02% | +1,863+15.1% | Added |
| Holocene Advisors, LP | 15,051 | $339.4K | 0.00% | −47,534−76.0% | Reduced |
| Tower Research Capital LLC (TRC) | 15,701 | $354.0K | 0.01% | +1,290+9.0% | Added |
| Rafferty Asset Management, LLC | 15,862 | $357.7K | 0.00% | −525−3.2% | Reduced |
| Arizona State Retirement System | 15,869 | $357.8K | 0.00% | +601+3.9% | Added |
| Wellington Management Group LLP | 16,091 | $362.9K | 0.00% | +38+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 16,287 | $368.0K | 0.00% | −3,107−16.0% | Reduced |
| Wells Fargo & Company | 16,343 | $368.5K | 0.00% | −55,840−77.4% | Reduced |
| Oregon Public Employees Retirement Fund | 16,656 | $375.6K | 0.00% | −1,042−5.9% | Reduced |
| Exchange Traded Concepts, LLC | 16,797 | $378.8K | 0.01% | +221+1.3% | Added |
| State of Wisconsin Investment Board | 17,913 | $403.9K | 0.00% | −1,961−9.9% | Reduced |
| Quadrature Capital Ltd | 17,963 | $404.9K | 0.01% | −32,047−64.1% | Reduced |
| WBI Investments | 17,971 | $405.2K | 0.09% | −5,958−24.9% | Reduced |
| AdvisorShares Investments LLC | 19,140 | $431.6K | 0.12% | +19,140 | New |
| Two Sigma Investments, LP | 19,631 | $442.7K | 0.00% | +2,600+15.3% | Added |
| Manufacturers Life Insurance Company, The | 20,347 | $458.8K | 0.00% | −1,095−5.1% | Reduced |
| Maryland State Retirement & Pension System | 20,625 | $465.1K | 0.01% | +20,625 | New |
| State Board of Administration of Florida Retirement System | 21,267 | $479.6K | 0.00% | −20−0.1% | Reduced |
| Duality Advisers, LP | 21,607 | $487.2K | 0.06% | +21,607 | New |
| Amundi | 19,361 | $490.0K | 0.00% | +1,854+10.6% | Added |
| Jump Financial, LLC | 21,844 | $492.6K | 0.03% | −25,376−53.7% | Reduced |