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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 23,847 | $742.2K | 0.00% | −30.0% | Reduced |
| Wakefield Asset Management LLLP | 23,736 | $739.3K | 0.29% | +23,736 | New |
| WBI Investments | 23,739 | $739.0K | 0.13% | +13,090+122.9% | Added |
| First Trust Advisors LP | 23,534 | $732.6K | 0.00% | −37,203−61.3% | Reduced |
| Amalgamated Bank | 23,274 | $725.0K | 0.01% | +395+1.7% | Added |
| Citadel Advisors LLC | 22,325 | $695.0K | 0.00% | −108,966−83.0% | Reduced |
| Manufacturers Life Insurance Company, The | 22,183 | $690.6K | 0.00% | +1,758+8.6% | Added |
| Voya Investment Management LLC | 21,817 | $679.2K | 0.00% | −2,789−11.3% | Reduced |
| Susquehanna International Group, LLP | 21,114 | $657.3K | 0.00% | −12,064−36.4% | Reduced |
| KBC Group NV | 21,118 | $657.0K | 0.00% | −4,140−16.4% | Reduced |
| Moloney Securities Asset Management, LLC | 20,215 | $629.3K | 0.11% | −5,335−20.9% | Reduced |
| Maryland State Retirement & Pension System | 19,612 | $610.5K | 0.01% | −565−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,222 | $536.0K | 0.01% | +935+5.7% | Added |
| Franklin Resources Inc | 16,969 | $528.2K | 0.00% | +16,969 | New |
| Dynamic Technology Lab Private Ltd | 16,960 | $528.0K | 0.07% | +16,960 | New |
| Integrated Advisors Network LLC | 16,699 | $519.8K | 0.03% | −2,037−10.9% | Reduced |
| Oregon Public Employees Retirement Fund | 15,716 | $489.2K | 0.01% | −400−2.5% | Reduced |
| CoreCap Advisors, LLC | 15,674 | $487.9K | 0.03% | +15,674 | New |
| State Board of Administration of Florida Retirement System | 15,657 | $487.4K | 0.00% | −5,610−26.4% | Reduced |
| SEI Investments Co | 15,319 | $476.9K | 0.00% | −5,000−24.6% | Reduced |
| Boothbay Fund Management, LLC | 15,306 | $476.5K | 0.02% | +15,306 | New |
| Rafferty Asset Management, LLC | 14,354 | $446.8K | 0.00% | −3,190−18.2% | Reduced |
| Guggenheim Capital LLC | 14,329 | $446.1K | 0.00% | +14,329 | New |
| Martingale Asset Management L P | 13,934 | $433.8K | 0.01% | +13,934 | New |
| Bahl & Gaynor Inc | 13,924 | $433.5K | 0.00% | −7,796−35.9% | Reduced |
| Innovis Asset Management LLC | 13,899 | $432.7K | 0.16% | +13,899 | New |
| Cambria Investment Management, L.P. | 13,865 | $431.6K | 0.04% | +13,865 | New |
| Wellington Management Group LLP | 13,698 | $426.4K | 0.00% | −2,974−17.8% | Reduced |
| Point72 Middle East FZE | 13,345 | $415.4K | 0.02% | +13,297+27,702.1% | Added |
| Arizona State Retirement System | 13,305 | $414.2K | 0.00% | −2,020−13.2% | Reduced |
| Teacher Retirement System of Texas | 12,928 | $402.0K | 0.00% | +12,928 | New |
| Campbell & CO Investment Adviser LLC | 12,890 | $401.3K | 0.07% | +12,890 | New |
| Nisa Investment Advisors, LLC | 12,627 | $393.1K | 0.00% | +2,500+24.7% | Added |
| First National Advisers, LLC | 12,569 | $391.0K | 0.36% | −93−0.7% | Reduced |
| Centiva Capital, LP | 11,939 | $371.7K | 0.02% | +11,939 | New |
| Bridgewater Associates, LP | 11,821 | $368.0K | 0.00% | −148−1.2% | Reduced |
| CWM Advisors, LLC | 10,167 | $316.5K | 0.04% | −1,131−10.0% | Reduced |
| Atom Investors LP | 10,117 | $314.9K | 0.12% | +10,117 | New |
| Mutual of America Capital Management LLC | 9,832 | $306.1K | 0.00% | −485−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,682 | $301.4K | 0.00% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 9,500 | $295.7K | 0.57% | −10,074−51.5% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $294.0K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 9,435 | $293.7K | 0.07% | +9,435 | New |
| Wolverine Asset Management LLC | 8,652 | $269.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,486 | $264.2K | 0.00% | +8,486 | New |
| Two Sigma Securities, LLC | 8,016 | $249.5K | 0.02% | +8,016 | New |
| Virtu Financial LLC | 7,978 | $248.0K | 0.02% | +7,978 | New |
| Graham Capital Management, L.P. | 7,816 | $243.3K | 0.01% | +7,816 | New |
| Contravisory Investment Management, Inc. | 7,750 | $241.3K | 0.06% | +7,750 | New |
| Nebula Research & Development LLC | 7,670 | $238.8K | 0.18% | +7,670 | New |
| Public Employees Retirement Association of Colorado | 7,629 | $237.0K | 0.00% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,600 | $236.6K | 0.02% | +7,600 | New |
| Ritholtz Wealth Management | 7,570 | $235.7K | 0.01% | +7,570 | New |
| HSBC Holdings PLC | 7,320 | $228.1K | 0.00% | +7,320 | New |
| Xponance, Inc. | 7,010 | $218.2K | 0.00% | +7,010 | New |
| Prentice Wealth Management LLC | 6,979 | $217.3K | 0.10% | +6,979 | New |
| Man Group plc | 6,844 | $213.1K | 0.00% | +6,844 | New |
| Envestnet Asset Management Inc | 6,454 | $200.9K | 0.00% | −2,623−28.9% | Reduced |
| Harbour Investments, Inc. | 5,979 | $186.1K | 0.01% | +355+6.3% | Added |
| The PNC Financial Services Group, Inc. | 5,180 | $161.3K | 0.00% | −1,581−23.4% | Reduced |
| Hollencrest Capital Management | 5,000 | $155.7K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,602 | $143.3K | 0.00% | +2,828+159.4% | 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 |
| Ameritas Investment Partners, Inc. | 4,554 | $141.8K | 0.01% | +572+14.4% | Added |
| State of Wyoming | 4,297 | $133.8K | 0.04% | +4,297 | New |
| Royal Bank of Canada | 4,148 | $129.0K | 0.00% | −2,364−36.3% | Reduced |
| Advisor Group Holdings, Inc. | 4,118 | $128.2K | 0.00% | −83−2.0% | Reduced |
| Metropolitan Life Insurance Co | 3,014 | $93.8K | 0.00% | +234+8.4% | Added |
| Walleye Trading LLC | 2,957 | $92.1K | 0.00% | +2,957 | New |
| Lumature Wealth Partners, LLC | 2,500 | $77.8K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,383 | $74.2K | 0.04% | −80,446−97.1% | 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 |
| Steward Partners Investment Advisory, LLC | 1,659 | $51.6K | 0.00% | −2,937−63.9% | Reduced |
| Bramshill Investments, LLC | 1,597 | $49.9K | 0.00% | −64,960−97.6% | Reduced |
| CWM, LLC | 1,515 | $47.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,448 | $45.1K | 0.01% | +1,448 | New |
| Clearstead Advisors, LLC | 1,300 | $40.5K | 0.00% | −100−7.1% | Reduced |
| Group One Trading, L.P. | 1,221 | $38.0K | 0.00% | −754−38.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,152 | $35.9K | 0.00% | −2,309−66.7% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $31.1K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $24.6K | 0.00% | +390+97.5% | Added |
| Sunbelt Securities, Inc. | 725 | $22.6K | 0.00% | +725 | New |
| Quadrant Capital Group LLC | 714 | $22.2K | 0.00% | −214−23.1% | Reduced |
| US Bancorp | 660 | $20.5K | 0.00% | −312−32.1% | Reduced |
| BDO Wealth Advisors, LLC | 600 | $18.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 541 | $16.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 498 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 497 | $15.0K | 0.00% | +497 | New |
| AdvisorNet Financial, Inc | 451 | $14.0K | 0.00% | +5+1.1% | Added |
| Versant Capital Management, Inc | 387 | $12.0K | 0.00% | +356+1,148.4% | Added |
| First Horizon Advisors, Inc. | 355 | $11.1K | 0.00% | +272+327.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 289 | $9.00K | 0.01% | +281+3,512.5% | Added |
| Hexagon Capital Partners LLC | 234 | $7.28K | 0.00% | +164+234.3% | Added |
| IFP Advisors, Inc | 200 | $6.56K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $5.29K | 0.00% | +170 | New |
| Parkside Financial Bank & Trust | 162 | $5.04K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 132 | $4.11K | 0.00% | 00.0% | Unchanged |