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, Q2 2023
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 220
- +17 vs. Q1 2023
- Shares held
- 48.9M
- +1.22M (+2.5%) vs. Q1 2023
- Total value
- $1.52B
- +$349.9M (+29.9%) vs. Q1 2023
- New holders
- 46
- 71 more added
- Sold out
- 29
- 78 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Comerica Bank | 95,212 | $2 | 0.00% | +95,212 | New |
| Tfo-TDC, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $405 | 0.00% | +2+18.2% | Added |
| SJS Investment Consulting Inc. | 16 | $499 | 0.00% | +2+14.3% | Added |
| Global Retirement Partners, LLC | 18 | $560 | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 19 | $591 | 0.00% | +19 | New |
| Allianz Asset Management GmbH | 22,110 | $688 | 0.00% | +11,810+114.7% | Added |
| Sofos Investments, Inc. | 31 | $926 | 0.00% | +31 | New |
| Gradient Investments LLC | 31 | $961 | 0.00% | +1+3.3% | Added |
| Glassman Wealth Services | 32 | $996 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 41 | $1.00K | 0.00% | +41 | New |
| Farmers & Merchants Investments Inc | 35 | $1.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.43K | 0.00% | +2+4.5% | Added |
| Lee Financial Co | 49 | $1.54K | 0.00% | −32−39.5% | Reduced |
| Ronald Blue Trust, Inc. | 101 | $2.00K | 0.00% | −1,557−93.9% | Reduced |
| Farther Finance Advisors, LLC | 90 | $2.80K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 118 | $3.67K | 0.00% | +118 | New |
| Signaturefd, LLC | 126 | $3.92K | 0.00% | −75−37.3% | Reduced |
| Parallel Advisors, LLC | 132 | $4.11K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 162 | $5.04K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $5.29K | 0.00% | +170 | New |
| IFP Advisors, Inc | 200 | $6.56K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 234 | $7.28K | 0.00% | +164+234.3% | Added |
| Covestor Ltd | 289 | $9.00K | 0.01% | +281+3,512.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 355 | $11.1K | 0.00% | +272+327.7% | Added |
| Versant Capital Management, Inc | 387 | $12.0K | 0.00% | +356+1,148.4% | Added |
| AdvisorNet Financial, Inc | 451 | $14.0K | 0.00% | +5+1.1% | Added |
| Lazard Asset Management LLC | 497 | $15.0K | 0.00% | +497 | New |
| TD Private Client Wealth LLC | 498 | $15.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $16.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $18.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 660 | $20.5K | 0.00% | −312−32.1% | Reduced |
| Quadrant Capital Group LLC | 714 | $22.2K | 0.00% | −214−23.1% | Reduced |
| Sunbelt Securities, Inc. | 725 | $22.6K | 0.00% | +725 | New |
| Nomura Asset Management Co Ltd | 790 | $24.6K | 0.00% | +390+97.5% | Added |
| Wolff Wiese Magana LLC | 1,000 | $31.1K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,152 | $35.9K | 0.00% | −2,309−66.7% | Reduced |
| Group One Trading, L.P. | 1,221 | $38.0K | 0.00% | −754−38.2% | Reduced |
| Clearstead Advisors, LLC | 1,300 | $40.5K | 0.00% | −100−7.1% | Reduced |
| Harbor Capital Advisors, Inc. | 1,448 | $45.1K | 0.01% | +1,448 | New |
| CWM, LLC | 1,515 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,597 | $49.9K | 0.00% | −64,960−97.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,659 | $51.6K | 0.00% | −2,937−63.9% | Reduced |
| Public Employees Retirement System of Ohio | 1,777 | $55.0K | 0.00% | −84−4.5% | Reduced |
| Harvest Fund Management Co., Ltd | 1,758 | $55.0K | 0.01% | +1,758 | New |
| Carolina Wealth Advisors, LLC | 2,383 | $74.2K | 0.04% | −80,446−97.1% | Reduced |
| Lumature Wealth Partners, LLC | 2,500 | $77.8K | 0.05% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,957 | $92.1K | 0.00% | +2,957 | New |
| Metropolitan Life Insurance Co | 3,014 | $93.8K | 0.00% | +234+8.4% | Added |
| Advisor Group Holdings, Inc. | 4,118 | $128.2K | 0.00% | −83−2.0% | Reduced |
| Royal Bank of Canada | 4,148 | $129.0K | 0.00% | −2,364−36.3% | Reduced |
| State of Wyoming | 4,297 | $133.8K | 0.04% | +4,297 | New |
| Ameritas Investment Partners, Inc. | 4,554 | $141.8K | 0.01% | +572+14.4% | Added |
| Shell Asset Management Co | 4,587 | $143.0K | 0.01% | −27−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,594 | $143.0K | 0.01% | +18+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 4,602 | $143.3K | 0.00% | +2,828+159.4% | Added |
| Hollencrest Capital Management | 5,000 | $155.7K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,180 | $161.3K | 0.00% | −1,581−23.4% | Reduced |
| Harbour Investments, Inc. | 5,979 | $186.1K | 0.01% | +355+6.3% | Added |
| Envestnet Asset Management Inc | 6,454 | $200.9K | 0.00% | −2,623−28.9% | Reduced |
| Man Group plc | 6,844 | $213.1K | 0.00% | +6,844 | New |
| Prentice Wealth Management LLC | 6,979 | $217.3K | 0.10% | +6,979 | New |
| Xponance, Inc. | 7,010 | $218.2K | 0.00% | +7,010 | New |
| HSBC Holdings PLC | 7,320 | $228.1K | 0.00% | +7,320 | New |
| Ritholtz Wealth Management | 7,570 | $235.7K | 0.01% | +7,570 | New |
| Tributary Capital Management, LLC | 7,600 | $236.6K | 0.02% | +7,600 | New |
| Public Employees Retirement Association of Colorado | 7,629 | $237.0K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 7,670 | $238.8K | 0.18% | +7,670 | New |
| Contravisory Investment Management, Inc. | 7,750 | $241.3K | 0.06% | +7,750 | New |
| Graham Capital Management, L.P. | 7,816 | $243.3K | 0.01% | +7,816 | New |
| Virtu Financial LLC | 7,978 | $248.0K | 0.02% | +7,978 | New |
| Two Sigma Securities, LLC | 8,016 | $249.5K | 0.02% | +8,016 | New |
| ProShare Advisors LLC | 8,486 | $264.2K | 0.00% | +8,486 | New |
| Wolverine Asset Management LLC | 8,652 | $269.3K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,435 | $293.7K | 0.07% | +9,435 | New |
| Handelsbanken Fonder AB | 9,452 | $294.0K | 0.00% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 9,500 | $295.7K | 0.57% | −10,074−51.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $301.4K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,832 | $306.1K | 0.00% | −485−4.7% | Reduced |
| Atom Investors LP | 10,117 | $314.9K | 0.12% | +10,117 | New |
| CWM Advisors, LLC | 10,167 | $316.5K | 0.04% | −1,131−10.0% | Reduced |
| Bridgewater Associates, LP | 11,821 | $368.0K | 0.00% | −148−1.2% | Reduced |
| Centiva Capital, LP | 11,939 | $371.7K | 0.02% | +11,939 | New |
| First National Advisers, LLC | 12,569 | $391.0K | 0.36% | −93−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 12,627 | $393.1K | 0.00% | +2,500+24.7% | Added |
| Campbell & CO Investment Adviser LLC | 12,890 | $401.3K | 0.07% | +12,890 | New |
| Teacher Retirement System of Texas | 12,928 | $402.0K | 0.00% | +12,928 | New |
| Arizona State Retirement System | 13,305 | $414.2K | 0.00% | −2,020−13.2% | Reduced |
| Point72 Middle East FZE | 13,345 | $415.4K | 0.02% | +13,297+27,702.1% | Added |
| Wellington Management Group LLP | 13,698 | $426.4K | 0.00% | −2,974−17.8% | Reduced |
| Cambria Investment Management, L.P. | 13,865 | $431.6K | 0.04% | +13,865 | New |
| Innovis Asset Management LLC | 13,899 | $432.7K | 0.16% | +13,899 | New |
| Bahl & Gaynor Inc | 13,924 | $433.5K | 0.00% | −7,796−35.9% | Reduced |
| Martingale Asset Management L P | 13,934 | $433.8K | 0.01% | +13,934 | New |
| Guggenheim Capital LLC | 14,329 | $446.1K | 0.00% | +14,329 | New |
| Rafferty Asset Management, LLC | 14,354 | $446.8K | 0.00% | −3,190−18.2% | Reduced |
| Boothbay Fund Management, LLC | 15,306 | $476.5K | 0.02% | +15,306 | New |