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 |
|---|---|---|---|---|---|
| Solas Capital Management, LLC | 24,960 | $562.8K | 0.34% | +24,960 | New |
| Gallacher Capital Management LLC | 24,942 | $562.4K | 0.34% | +24,942 | New |
| Voya Investment Management LLC | 24,812 | $559.5K | 0.00% | −3,171−11.3% | Reduced |
| Amalgamated Bank | 24,797 | $559.0K | 0.00% | −1,024−4.0% | Reduced |
| Louisiana State Employees Retirement System | 23,800 | $537.0K | 0.01% | −1,700−6.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,899 | $493.8K | 0.07% | +21,899 | New |
| Jump Financial, LLC | 21,844 | $492.6K | 0.03% | −25,376−53.7% | Reduced |
| Amundi | 19,361 | $490.0K | 0.00% | +1,854+10.6% | Added |
| Duality Advisers, LP | 21,607 | $487.2K | 0.06% | +21,607 | New |
| State Board of Administration of Florida Retirement System | 21,267 | $479.6K | 0.00% | −20−0.1% | Reduced |
| Maryland State Retirement & Pension System | 20,625 | $465.1K | 0.01% | +20,625 | New |
| Manufacturers Life Insurance Company, The | 20,347 | $458.8K | 0.00% | −1,095−5.1% | Reduced |
| Two Sigma Investments, LP | 19,631 | $442.7K | 0.00% | +2,600+15.3% | Added |
| AdvisorShares Investments LLC | 19,140 | $431.6K | 0.12% | +19,140 | New |
| WBI Investments | 17,971 | $405.2K | 0.09% | −5,958−24.9% | Reduced |
| Quadrature Capital Ltd | 17,963 | $404.9K | 0.01% | −32,047−64.1% | Reduced |
| State of Wisconsin Investment Board | 17,913 | $403.9K | 0.00% | −1,961−9.9% | Reduced |
| Exchange Traded Concepts, LLC | 16,797 | $378.8K | 0.01% | +221+1.3% | Added |
| Oregon Public Employees Retirement Fund | 16,656 | $375.6K | 0.00% | −1,042−5.9% | Reduced |
| Wells Fargo & Company | 16,343 | $368.5K | 0.00% | −55,840−77.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,287 | $368.0K | 0.00% | −3,107−16.0% | Reduced |
| Wellington Management Group LLP | 16,091 | $362.9K | 0.00% | +38+0.2% | Added |
| Arizona State Retirement System | 15,869 | $357.8K | 0.00% | +601+3.9% | Added |
| Rafferty Asset Management, LLC | 15,862 | $357.7K | 0.00% | −525−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 15,701 | $354.0K | 0.01% | +1,290+9.0% | Added |
| Holocene Advisors, LP | 15,051 | $339.4K | 0.00% | −47,534−76.0% | Reduced |
| CoreCap Advisors, LLC | 14,233 | $321.0K | 0.02% | +1,863+15.1% | Added |
| CSS LLC | 14,000 | $315.7K | 0.02% | +14,000 | New |
| HSBC Holdings PLC | 13,560 | $300.9K | 0.00% | +1,802+15.3% | Added |
| First National Advisers, LLC | 12,836 | $289.0K | 0.37% | +1,178+10.1% | Added |
| Verity Asset Management, Inc. | 12,748 | $287.5K | 0.25% | −849−6.2% | Reduced |
| Royal Bank of Canada | 11,594 | $261.0K | 0.00% | −25,970−69.1% | Reduced |
| Hudson Portfolio Management LLC | 11,250 | $253.7K | 0.28% | −475−4.1% | Reduced |
| CWM Advisors, LLC | 10,675 | $240.7K | 0.03% | −1,279−10.7% | Reduced |
| Mutual of America Capital Management LLC | 10,501 | $236.8K | 0.00% | −99−0.9% | Reduced |
| Janus Henderson Group PLC | 10,457 | $235.7K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,300 | $232.3K | 0.00% | −3,674−26.3% | Reduced |
| Koshinski Asset Management, Inc. | 10,253 | $231.2K | 0.02% | −608−5.6% | Reduced |
| Nisa Investment Advisors, LLC | 10,127 | $228.0K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 9,970 | $224.8K | 0.01% | +9,970 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $218.3K | 0.00% | +2,068+27.2% | Added |
| Handelsbanken Fonder AB | 9,452 | $213.0K | 0.00% | +9,452 | New |
| Cetera Advisor Networks LLC | 9,359 | $211.0K | 0.00% | +9,359 | New |
| Dynamic Technology Lab Private Ltd | 9,323 | $210.0K | 0.02% | −8,247−46.9% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $195.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,000 | $180.4K | 0.02% | +8,000 | New |
| DuPont Capital Management Corp | 7,754 | $174.9K | 0.01% | −832−9.7% | Reduced |
| Public Employees Retirement Association of Colorado | 7,629 | $172.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,033 | $158.6K | 0.01% | −753−9.7% | Reduced |
| The PNC Financial Services Group, Inc. | 6,484 | $146.2K | 0.00% | +69+1.1% | Added |
| Harbour Investments, Inc. | 5,624 | $126.8K | 0.01% | +100+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 5,245 | $118.3K | 0.00% | −29−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 4,923 | $111.0K | 0.00% | −1,984−28.7% | Reduced |
| Shell Asset Management Co | 4,630 | $104.0K | 0.00% | −979−17.5% | Reduced |
| Ameritas Investment Partners, Inc. | 3,982 | $102.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 3,246 | $73.0K | 0.01% | +2,860+740.9% | Added |
| Metropolitan Life Insurance Co | 3,224 | $72.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,013 | $67.9K | 0.01% | −815−21.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,911 | $66.0K | 0.00% | −945−24.5% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $56.4K | 0.03% | +2,500 | New |
| Public Employees Retirement System of Ohio | 1,666 | $38.0K | 0.00% | −2,583−60.8% | Reduced |
| CWM, LLC | 1,515 | $34.0K | 0.00% | −754−33.2% | Reduced |
| Clearstead Advisors, LLC | 1,400 | $31.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $22.6K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 972 | $21.9K | 0.00% | −1,503−60.7% | Reduced |
| Quadrant Capital Group LLC | 941 | $21.2K | 0.00% | +747+385.1% | Added |
| Advisory Services Network, LLC | 870 | $19.6K | 0.00% | +870 | New |
| Sutton Wealth Advisors Inc. | 852 | $19.2K | 0.01% | −486−36.3% | Reduced |
| Ronald Blue Trust, Inc. | 970 | $17.0K | 0.00% | +188+24.0% | Added |
| Money Concepts Capital Corp | 711 | $16.0K | 0.00% | +711 | New |
| TD Private Client Wealth LLC | 672 | $15.2K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $13.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $12.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 500 | $11.3K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 445 | $10.0K | 0.00% | +13+3.0% | Added |
| Nomura Asset Management Co Ltd | 400 | $9.02K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $8.16K | 0.00% | −229−38.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.55K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 176 | $3.97K | 0.00% | −4−2.2% | Reduced |
| Parkside Financial Bank & Trust | 162 | $3.65K | 0.00% | +9+5.9% | Added |
| Farther Finance Advisors, LLC | 141 | $3.18K | 0.00% | +141 | New |
| Parallel Advisors, LLC | 132 | $2.98K | 0.00% | +123+1,366.7% | Added |
| Signaturefd, LLC | 126 | $2.84K | 0.00% | +27+27.3% | Added |
| Washington Trust Co | 110 | $2.48K | 0.00% | +110 | New |
| 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 |
| Hexagon Capital Partners LLC | 70 | $1.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $1.06K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 47 | $1.06K | 0.00% | +6+14.6% | Added |
| JFS Wealth Advisors, LLC | 45 | $1.01K | 0.00% | +1+2.3% | Added |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | +26 | New |
| Fifth Third Bancorp | 40 | $902 | 0.00% | −107−72.8% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $789 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $722 | 0.00% | +10+45.5% | Added |
| Schubert & Co | 32 | $722 | 0.00% | +18+128.6% | Added |
| Gradient Investments LLC | 30 | $677 | 0.00% | +30 | New |
| Aua Capital Management, LLC | 27 | $609 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $594 | 0.01% | +23 | New |
| Activest Wealth Management | 21 | $469 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $293 | 0.00% | +7+116.7% | Added |