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 2024
Institutional positions in Upbound Group, Inc. as of Mar 31, 2024. 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
- 242
- +10 vs. Q4 2023
- Shares held
- 46.2M
- +1.56M (+3.5%) vs. Q4 2023
- Total value
- $1.62B
- +$108.2M (+7.1%) vs. Q4 2023
- New holders
- 38
- 80 more added
- Sold out
- 28
- 92 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $176 | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 10 | $352 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $353 | 0.00% | +1+11.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $387 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 16 | $564 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $634 | 0.00% | −25−58.1% | Reduced |
| Umb Bank N A | 18 | $634 | 0.00% | +18 | New |
| Global Retirement Partners, LLC | 18 | $636 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $938 | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $1.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.76K | 0.00% | +50 | New |
| Parkside Financial Bank & Trust | 64 | $2.25K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 86 | $2.67K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 102 | $3.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 126 | $4.41K | 0.00% | −10−7.4% | Reduced |
| Signaturefd, LLC | 126 | $4.44K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 164 | $5.77K | 0.00% | +44+36.7% | Added |
| Frazier Financial Advisors, LLC | 180 | $6.34K | 0.01% | +135+300.0% | Added |
| IFP Advisors, Inc | 200 | $7.04K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 228 | $8.04K | 0.00% | +228 | New |
| Quarry LP | 294 | $10.4K | 0.00% | +294 | New |
| First Horizon Advisors, Inc. | 307 | $10.8K | 0.00% | −48−13.5% | Reduced |
| Covestor Ltd | 305 | $11.0K | 0.01% | −62−16.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $11.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 361 | $12.7K | 0.00% | +27+8.1% | Added |
| Group One Trading, L.P. | 378 | $13.3K | 0.00% | +100+36.0% | Added |
| Versant Capital Management, Inc | 385 | $13.6K | 0.00% | +19+5.2% | Added |
| AdvisorNet Financial, Inc | 432 | $15.2K | 0.00% | −15−3.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 600 | $21.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 677 | $23.8K | 0.00% | −33−4.6% | Reduced |
| TD Private Client Wealth LLC | 746 | $26.3K | 0.00% | +248+49.8% | Added |
| Ronald Blue Trust, Inc. | 756 | $26.6K | 0.00% | +61+8.8% | Added |
| Nomura Asset Management Co Ltd | 790 | $27.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 812 | $28.6K | 0.01% | +121+17.5% | Added |
| Headlands Technologies LLC | 834 | $29.4K | 0.01% | +834 | New |
| CIBC Private Wealth Group, LLC | 982 | $34.4K | 0.00% | +982 | New |
| Wolff Wiese Magana LLC | 1,000 | $35.2K | 0.03% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,200 | $39.8K | 0.00% | −100−7.7% | Reduced |
| Royal Bank of Canada | 1,372 | $48.0K | 0.00% | −14,343−91.3% | Reduced |
| CWM, LLC | 1,356 | $48.0K | 0.00% | −108−7.4% | Reduced |
| Cubist Systematic Strategies, LLC | 1,521 | $53.6K | 0.00% | −8,157−84.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,640 | $57.7K | 0.00% | +1,146+232.0% | Added |
| Public Employees Retirement System of Ohio | 1,707 | $60.1K | 0.00% | −5−0.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,000 | $60.9K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,026 | $71.3K | 0.00% | +434+27.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,173 | $77.0K | 0.00% | −2,403−52.5% | Reduced |
| Carolina Wealth Advisors, LLC | 2,265 | $79.8K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,282 | $80.3K | 0.00% | −406−15.1% | Reduced |
| Pacifica Partners Inc. | 2,773 | $97.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,785 | $98.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,825 | $99.5K | 0.00% | −351−11.1% | Reduced |
| SG Americas Securities, LLC | 3,189 | $112.0K | 0.00% | +3,189 | New |
| Tower Research Capital LLC (TRC) | 3,710 | $130.6K | 0.00% | −6,701−64.4% | Reduced |
| Point72 (DIFC) Ltd | 4,529 | $159.5K | 0.01% | +4,529 | New |
| The PNC Financial Services Group, Inc. | 4,836 | $170.3K | 0.00% | +3+0.1% | Added |
| Palouse Capital Management, Inc. | 5,119 | $180.2K | 0.12% | +5,119 | New |
| Aquatic Capital Management LLC | 5,400 | $190.1K | 0.01% | +5,100+1,700.0% | Added |
| Ameritas Investment Partners, Inc. | 5,479 | $192.9K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,718 | $201.3K | 0.02% | +5,718 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,759 | $202.8K | 0.05% | +5,759 | New |
| Lazard Asset Management LLC | 5,878 | $206.0K | 0.00% | +4,796+443.3% | Added |
| First National Bank of Omaha | 8,626 | $206.7K | 0.01% | −93,540−91.6% | Reduced |
| Evergreen Capital Management LLC | 5,940 | $209.1K | 0.01% | −17−0.3% | Reduced |
| Susquehanna International Group, LLP | 5,991 | $210.9K | 0.00% | −24,779−80.5% | Reduced |
| Walleye Capital LLC | 6,014 | $211.8K | 0.00% | −13,318−68.9% | Reduced |
| Vestcor Inc | 6,257 | $220.0K | 0.01% | −1,391−18.2% | Reduced |
| Pictet Asset Management Holding SA | 6,304 | $222.0K | 0.00% | 00.0% | Unchanged |
| Trajan Wealth LLC | 6,316 | $222.4K | 0.02% | +6,316 | New |
| Public Employees Retirement Association of Colorado | 6,545 | $230.0K | 0.00% | −287−4.2% | Reduced |
| Shell Asset Management Co | 8,314 | $255.0K | 0.01% | −844−9.2% | Reduced |
| Prentice Wealth Management LLC | 7,244 | $255.1K | 0.09% | +97+1.4% | Added |
| ISAM Funds (UK) Ltd | 7,317 | $257.6K | 0.15% | +7,317 | New |
| Mariner, LLC | 7,618 | $268.2K | 0.00% | +1,464+23.8% | Added |
| Mutual of America Capital Management LLC | 7,670 | $270.1K | 0.00% | −123−1.6% | Reduced |
| Inceptionr LLC | 7,694 | $270.9K | 0.07% | +7,694 | New |
| Contravisory Investment Management, Inc. | 7,820 | $275.3K | 0.06% | −28−0.4% | Reduced |
| Nebula Research & Development LLC | 7,903 | $278.3K | 0.06% | +1,111+16.4% | Added |
| Mackenzie Financial Corp | 7,940 | $279.6K | 0.00% | +7,940 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,010 | $282.0K | 0.00% | −3,529−30.6% | Reduced |
| Envestnet Asset Management Inc | 8,249 | $290.4K | 0.00% | −4,144−33.4% | Reduced |
| Two Sigma Investments, LP | 8,431 | $296.9K | 0.00% | −6,400−43.2% | Reduced |
| Axq Capital, LP | 8,491 | $299.0K | 0.07% | +577+7.3% | Added |
| Wolverine Asset Management LLC | 8,652 | $304.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 8,740 | $307.7K | 0.09% | +8,740 | New |
| SEI Investments Co | 8,792 | $309.6K | 0.00% | +8,792 | New |
| Cetera Investment Advisers | 9,245 | $325.5K | 0.00% | +9,245 | New |
| Quantbot Technologies LP | 9,367 | $329.8K | 0.02% | +9,367 | New |
| Handelsbanken Fonder AB | 9,452 | $333.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,615 | $338.5K | 0.00% | +8+0.1% | Added |
| Integrated Advisors Network LLC | 9,948 | $350.3K | 0.02% | −4,568−31.5% | Reduced |
| Optimist Retirement Group LLC | 9,976 | $351.3K | 0.18% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,033 | $353.3K | 0.07% | −442−4.2% | Reduced |
| CWM Advisors, LLC | 10,115 | $356.1K | 0.04% | −1,208−10.7% | Reduced |
| Hohimer Wealth Management, LLC | 10,196 | $359.0K | 0.08% | +10,196 | New |
| Exchange Traded Concepts, LLC | 10,521 | $370.4K | 0.01% | −1,421−11.9% | Reduced |