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, Q1 2023
Institutional positions in Upbound Group, Inc. as of Mar 31, 2023. 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
- 204
- 0 vs. Q4 2022
- Shares held
- 47.8M
- −1.36M (−2.8%) vs. Q4 2022
- Total value
- $1.17B
- +$61.9M (+5.6%) vs. Q4 2022
- New holders
- 29
- 59 more added
- Sold out
- 29
- 83 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 31 | $0 | 0.00% | +15+93.8% | Added |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $25 | 0.00% | −2−66.7% | Reduced |
| Disciplined Investments, LLC | 11 | $270 | 0.00% | +4+57.1% | Added |
| SJS Investment Consulting Inc. | 14 | $344 | 0.00% | +1+7.7% | Added |
| Global Retirement Partners, LLC | 18 | $483 | 0.00% | +18 | New |
| Versant Capital Management, Inc | 31 | $723 | 0.00% | −16−34.0% | Reduced |
| Gradient Investments LLC | 30 | $746 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $784 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $858 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 36 | $883 | 0.00% | +4+12.5% | Added |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $1.08K | 0.00% | −1−2.2% | Reduced |
| Point72 Middle East FZE | 48 | $1.19K | 0.00% | +48 | New |
| Hexagon Capital Partners LLC | 70 | $1.72K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 81 | $1.99K | 0.00% | +81 | New |
| ClariVest Asset Management LLC | 84 | $2.00K | 0.00% | −4−4.5% | Reduced |
| First Horizon Advisors, Inc. | 83 | $2.03K | 0.00% | +83 | New |
| Farther Finance Advisors, LLC | 90 | $2.21K | 0.00% | −51−36.2% | Reduced |
| Ameritas Advisory Services, LLC | 114 | $2.79K | 0.00% | +114 | New |
| Parallel Advisors, LLC | 132 | $3.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $3.97K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 158 | $4.00K | 0.00% | +158 | New |
| Signaturefd, LLC | 201 | $4.93K | 0.00% | +75+59.5% | Added |
| IFP Advisors, Inc | 200 | $6.56K | 0.00% | +200 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $8.21K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 362 | $8.87K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 400 | $9.80K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 446 | $10.9K | 0.00% | +1+0.2% | Added |
| TD Private Client Wealth LLC | 498 | $12.2K | 0.00% | −174−25.9% | Reduced |
| Belpointe Asset Management LLC | 500 | $12.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $13.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $14.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 743 | $18.2K | 0.00% | +743 | New |
| Advisory Services Network, LLC | 870 | $21.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 928 | $22.7K | 0.00% | −13−1.4% | Reduced |
| US Bancorp | 972 | $23.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $24.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,400 | $34.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,515 | $37.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,658 | $37.0K | 0.00% | +688+70.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,774 | $43.5K | 0.00% | +1,598+908.0% | Added |
| Public Employees Retirement System of Ohio | 1,861 | $46.0K | 0.00% | +195+11.7% | Added |
| Group One Trading, L.P. | 1,975 | $48.4K | 0.00% | −5,058−71.9% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $61.3K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,780 | $68.1K | 0.00% | −444−13.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,461 | $85.0K | 0.00% | −12,240−78.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,982 | $97.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,201 | $102.9K | 0.00% | −722−14.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,576 | $112.0K | 0.00% | +1,665+57.2% | Added |
| Steward Partners Investment Advisory, LLC | 4,596 | $112.6K | 0.00% | −649−12.4% | Reduced |
| Shell Asset Management Co | 4,614 | $113.0K | 0.00% | −16−0.3% | Reduced |
| Hollencrest Capital Management | 5,000 | $122.5K | 0.01% | −3,000−37.5% | Reduced |
| Gladius Capital Management LP | 5,272 | $129.2K | 0.04% | +5,272 | New |
| Harbour Investments, Inc. | 5,624 | $137.8K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,900 | $145.0K | 0.01% | +5,900 | New |
| Royal Bank of Canada | 6,512 | $159.0K | 0.00% | −5,082−43.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,761 | $165.7K | 0.00% | +277+4.3% | Added |
| Public Employees Retirement Association of Colorado | 7,629 | $187.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 8,530 | $209.1K | 0.00% | +8,530 | New |
| Wolverine Asset Management LLC | 8,652 | $212.1K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 9,069 | $222.3K | 0.13% | −3,679−28.9% | Reduced |
| Envestnet Asset Management Inc | 9,077 | $222.5K | 0.00% | +9,077 | New |
| Koshinski Asset Management, Inc. | 9,135 | $223.9K | 0.02% | −1,118−10.9% | Reduced |
| Marshall Wace, LLP | 9,155 | $224.4K | 0.00% | +9,155 | New |
| Cetera Investment Advisers | 9,327 | $228.6K | 0.00% | +9,327 | New |
| Handelsbanken Fonder AB | 9,452 | $232.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $237.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,897 | $242.6K | 0.01% | +9,897 | New |
| Nisa Investment Advisors, LLC | 10,127 | $248.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 10,272 | $252.0K | 0.02% | +10,272 | New |
| Allianz Asset Management GmbH | 10,300 | $252.5K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 10,317 | $252.9K | 0.00% | −184−1.8% | Reduced |
| WBI Investments | 10,649 | $261.0K | 0.05% | −7,322−40.7% | Reduced |
| Balyasny Asset Management LLC | 10,983 | $269.2K | 0.00% | +10,983 | New |
| Hudson Portfolio Management LLC | 11,250 | $275.7K | 0.31% | 00.0% | Unchanged |
| CWM Advisors, LLC | 11,298 | $276.9K | 0.04% | +623+5.8% | Added |
| Bridgewater Associates, LP | 11,969 | $293.4K | 0.00% | +11,969 | New |
| CSS LLC | 12,000 | $294.1K | 0.02% | −2,000−14.3% | Reduced |
| First National Advisers, LLC | 12,662 | $310.0K | 0.35% | −174−1.4% | Reduced |
| Verition Fund Management LLC | 15,000 | $367.6K | 0.01% | +15,000 | New |
| Arizona State Retirement System | 15,325 | $375.6K | 0.00% | −544−3.4% | Reduced |
| Oregon Public Employees Retirement Fund | 16,116 | $395.0K | 0.00% | −540−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,287 | $400.0K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 16,672 | $408.6K | 0.00% | +581+3.6% | Added |
| AdvisorShares Investments LLC | 16,953 | $415.5K | 0.13% | −2,187−11.4% | Reduced |
| Rafferty Asset Management, LLC | 17,544 | $430.0K | 0.00% | +1,682+10.6% | Added |
| Millennium Management LLC | 17,605 | $431.0K | 0.00% | −93,086−84.1% | Reduced |
| Ergoteles LLC | 18,035 | $442.0K | 0.02% | −42,291−70.1% | Reduced |
| Squarepoint Ops LLC | 18,081 | $443.2K | 0.00% | −78,524−81.3% | Reduced |
| Integrated Advisors Network LLC | 18,736 | $459.2K | 0.03% | +18,736 | New |
| SG Americas Securities, LLC | 18,818 | $461.0K | 0.01% | −10,786−36.4% | Reduced |
| Boulder Hill Capital Management LP | 19,574 | $479.8K | 0.39% | +19,574 | New |
| Interval Partners, LP | 20,000 | $490.2K | 0.03% | +20,000 | New |
| Maryland State Retirement & Pension System | 20,177 | $494.5K | 0.01% | −448−2.2% | Reduced |
| SEI Investments Co | 20,319 | $498.0K | 0.00% | −24,396−54.6% | Reduced |
| Manufacturers Life Insurance Company, The | 20,425 | $500.6K | 0.00% | +78+0.4% | Added |
| Gallacher Capital Management LLC | 20,550 | $503.7K | 0.30% | −4,392−17.6% | Reduced |
| State Board of Administration of Florida Retirement System | 21,267 | $521.3K | 0.00% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 21,720 | $532.4K | 0.00% | −58,484−72.9% | Reduced |