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, Q3 2023
Institutional positions in Upbound Group, Inc. as of Sep 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
- 215
- −2 vs. Q2 2023
- Shares held
- 45.2M
- −3.73M (−7.6%) vs. Q2 2023
- Total value
- $1.33B
- −$187.0M (−12.3%) vs. Q2 2023
- New holders
- 24
- 72 more added
- Sold out
- 26
- 86 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 6 | $187 | 0.00% | +5+500.0% | Added |
| SJS Investment Consulting Inc. | 16 | $472 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $517 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $919 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 32 | $942 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 47 | $1.00K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 35 | $1.03K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $1.12K | 0.00% | +38 | New |
| JFS Wealth Advisors, LLC | 46 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 49 | $1.44K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 90 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $3.00K | 0.00% | +44+107.3% | Added |
| Fifth Third Bancorp | 118 | $3.48K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 126 | $3.71K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 149 | $4.39K | 0.00% | +17+12.9% | Added |
| Parkside Financial Bank & Trust | 162 | $4.77K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $5.01K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 200 | $5.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 259 | $7.00K | 0.01% | −30−10.4% | Reduced |
| Quarry LP | 268 | $7.89K | 0.01% | +268 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $9.87K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 355 | $10.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 387 | $11.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 413 | $12.2K | 0.00% | −247−37.4% | Reduced |
| AdvisorNet Financial, Inc | 448 | $13.2K | 0.00% | −3−0.7% | Reduced |
| Hexagon Capital Partners LLC | 486 | $14.3K | 0.00% | +252+107.7% | Added |
| TD Private Client Wealth LLC | 498 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 471 | $15.0K | 0.00% | +370+366.3% | Added |
| Allworth Financial LP | 552 | $16.3K | 0.00% | +11+2.0% | Added |
| Quadrant Capital Group LLC | 692 | $20.4K | 0.00% | −22−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $23.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $29.4K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,082 | $31.0K | 0.00% | +585+117.7% | Added |
| DekaBank Deutsche Girozentrale | 1,082 | $32.0K | 0.00% | +1,082 | New |
| Clearstead Advisors, LLC | 1,300 | $38.3K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,486 | $42.5K | 0.00% | −111−7.0% | Reduced |
| CWM, LLC | 1,540 | $45.0K | 0.00% | +25+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,659 | $48.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,758 | $52.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,818 | $54.0K | 0.00% | +41+2.3% | Added |
| Carolina Wealth Advisors, LLC | 2,265 | $66.7K | 0.04% | −118−5.0% | Reduced |
| Point72 Asset Management, L.P. | 2,518 | $74.2K | 0.00% | +2,518 | New |
| Aquatic Capital Management LLC | 2,600 | $77.0K | 0.00% | +2,600 | New |
| Pacifica Partners Inc. | 2,773 | $79.4K | 0.04% | +2,773 | New |
| Metropolitan Life Insurance Co | 3,176 | $93.5K | 0.00% | +162+5.4% | Added |
| Advisor Group Holdings, Inc. | 3,682 | $108.4K | 0.00% | −436−10.6% | Reduced |
| Harbour Investments, Inc. | 4,205 | $123.8K | 0.01% | −1,774−29.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,389 | $129.3K | 0.00% | −213−4.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,573 | $135.0K | 0.01% | −21−0.5% | Reduced |
| Hollencrest Capital Management | 5,000 | $147.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,134 | $151.2K | 0.00% | −46−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 5,463 | $160.9K | 0.01% | +4,311+374.2% | Added |
| Ameritas Investment Partners, Inc. | 5,479 | $161.4K | 0.01% | +925+20.3% | Added |
| State of Wyoming | 6,167 | $181.6K | 0.04% | +1,870+43.5% | Added |
| Point72 Middle East FZE | 6,822 | $200.9K | 0.01% | −6,523−48.9% | Reduced |
| Xponance, Inc. | 6,868 | $202.3K | 0.00% | −142−2.0% | Reduced |
| Prentice Wealth Management LLC | 6,955 | $204.8K | 0.09% | −24−0.3% | Reduced |
| Centiva Capital, LP | 7,132 | $210.0K | 0.01% | −4,807−40.3% | Reduced |
| Two Sigma Securities, LLC | 7,311 | $215.3K | 0.01% | −705−8.8% | Reduced |
| Public Employees Retirement Association of Colorado | 7,414 | $218.0K | 0.00% | −215−2.8% | Reduced |
| Vestcor Inc | 7,648 | $225.0K | 0.01% | +7,648 | New |
| Contravisory Investment Management, Inc. | 7,848 | $231.1K | 0.07% | +98+1.3% | Added |
| Mutual of America Capital Management LLC | 8,045 | $236.9K | 0.00% | −1,787−18.2% | Reduced |
| Two Sigma Investments, LP | 8,131 | $239.5K | 0.00% | +8,131 | New |
| ProShare Advisors LLC | 8,188 | $241.1K | 0.00% | −298−3.5% | Reduced |
| Mirabella Financial Services LLP | 8,500 | $250.3K | 0.04% | +8,500 | New |
| State of Wisconsin Investment Board | 8,567 | $252.3K | 0.00% | +8,567 | New |
| Wolverine Asset Management LLC | 8,652 | $254.8K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,452 | $278.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,895 | $291.4K | 0.00% | +213+2.2% | Added |
| CWM Advisors, LLC | 10,474 | $308.4K | 0.04% | +307+3.0% | Added |
| WBI Investments | 10,718 | $315.6K | 0.06% | −13,021−54.9% | Reduced |
| HSBC Holdings PLC | 10,991 | $324.0K | 0.00% | +3,671+50.2% | Added |
| Tributary Capital Management, LLC | 11,300 | $332.8K | 0.03% | +3,700+48.7% | Added |
| Cambria Investment Management, L.P. | 11,800 | $343.5K | 0.03% | −2,065−14.9% | Reduced |
| Engineers Gate Manager LP | 11,779 | $346.9K | 0.01% | −25,581−68.5% | Reduced |
| Shell Asset Management Co | 11,907 | $351.0K | 0.01% | +7,320+159.6% | Added |
| Voloridge Investment Management, LLC | 12,120 | $356.9K | 0.00% | −50,337−80.6% | Reduced |
| Nisa Investment Advisors, LLC | 12,627 | $371.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12,775 | $376.2K | 0.01% | −26,391−67.4% | Reduced |
| Rafferty Asset Management, LLC | 12,792 | $376.7K | 0.00% | −1,562−10.9% | Reduced |
| Trexquant Investment LP | 13,137 | $386.9K | 0.01% | −83,424−86.4% | Reduced |
| Envestnet Asset Management Inc | 13,245 | $390.1K | 0.00% | +6,791+105.2% | Added |
| Arizona State Retirement System | 13,537 | $398.7K | 0.00% | +232+1.7% | Added |
| Oregon Public Employees Retirement Fund | 13,616 | $401.0K | 0.01% | −2,100−13.4% | Reduced |
| Wellington Management Group LLP | 13,681 | $402.9K | 0.00% | −17−0.1% | Reduced |
| Gallacher Capital Management LLC | 13,882 | $408.8K | 0.26% | +13,882 | New |
| Innovis Asset Management LLC | 13,899 | $409.3K | 0.16% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 13,936 | $410.4K | 0.10% | +4,501+47.7% | Added |
| Ritholtz Wealth Management | 14,381 | $423.5K | 0.02% | +6,811+90.0% | Added |
| Boston Partners | 14,398 | $424.0K | 0.00% | +14,398 | New |
| Petrus Trust Company, LTA | 14,890 | $438.5K | 0.05% | +14,890 | New |
| Guggenheim Capital LLC | 15,242 | $448.9K | 0.00% | +913+6.4% | Added |
| Cornercap Investment Counsel Inc | 15,824 | $466.0K | 0.08% | +15,824 | New |
| Integrated Advisors Network LLC | 15,962 | $470.1K | 0.03% | −737−4.4% | Reduced |
| CoreCap Advisors, LLC | 16,527 | $486.7K | 0.04% | +853+5.4% | Added |
| State Board of Administration of Florida Retirement System | 16,830 | $495.6K | 0.00% | +1,173+7.5% | Added |
| Maryland State Retirement & Pension System | 16,907 | $497.9K | 0.01% | −2,705−13.8% | Reduced |