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 2024
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 248
- +8 vs. Q1 2024
- Shares held
- 49.8M
- +3.69M (+8.0%) vs. Q1 2024
- Total value
- $1.53B
- −$92.2M (−5.7%) vs. Q1 2024
- New holders
- 40
- 101 more added
- Sold out
- 32
- 78 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | −18−100.0% | Reduced |
| TFC Financial Management | 1 | $31 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $338 | 0.00% | +1+10.0% | Added |
| SJS Investment Consulting Inc. | 16 | $492 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $553 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $614 | 0.00% | +20 | New |
| Innealta Capital, LLC | 24 | $737 | 0.00% | +24 | New |
| Rothschild Investment LLC | 25 | $768 | 0.00% | +20+400.0% | Added |
| Cornerstone Planning Group LLC | 27 | $889 | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 33 | $1.01K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 35 | $1.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.41K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 51 | $1.57K | 0.00% | +51 | New |
| Allworth Financial LP | 52 | $1.70K | 0.00% | +8+18.2% | Added |
| Lindbrook Capital, LLC | 58 | $1.78K | 0.00% | +58 | New |
| Frazier Financial Advisors, LLC | 62 | $1.91K | 0.00% | −118−65.6% | Reduced |
| Parkside Financial Bank & Trust | 64 | $1.97K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 89 | $2.73K | 0.01% | +89 | New |
| Umb Bank N A | 99 | $3.04K | 0.00% | +81+450.0% | Added |
| Smartleaf Asset Management LLC | 104 | $3.13K | 0.00% | +104 | New |
| EverSource Wealth Advisors, LLC | 86 | $3.25K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 160 | $4.91K | 0.00% | +58+56.9% | Added |
| Redwood Wealth Management Group, LLC | 175 | $5.37K | 0.00% | +175 | New |
| IFP Advisors, Inc | 200 | $6.14K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 232 | $7.09K | 0.00% | +4+1.8% | Added |
| GAMMA Investing LLC | 254 | $7.80K | 0.00% | +90+54.9% | Added |
| First Horizon Advisors, Inc. | 280 | $8.60K | 0.00% | −27−8.8% | Reduced |
| Covestor Ltd | 308 | $9.00K | 0.01% | +3+1.0% | Added |
| US Bancorp | 302 | $9.27K | 0.00% | −59−16.3% | Reduced |
| Signaturefd, LLC | 307 | $9.43K | 0.00% | +181+143.7% | Added |
| Farther Finance Advisors, LLC | 325 | $9.76K | 0.00% | +199+157.9% | Added |
| Quadrant Capital Group LLC | 333 | $10.2K | 0.00% | −344−50.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 366 | $11.2K | 0.00% | −19−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 382 | $11.3K | 0.00% | −600−61.1% | Reduced |
| AdvisorNet Financial, Inc | 432 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 600 | $18.4K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 692 | $21.2K | 0.01% | +398+135.4% | Added |
| TD Private Client Wealth LLC | 746 | $22.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $24.3K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 801 | $24.6K | 0.00% | −3,728−82.3% | Reduced |
| Hexagon Capital Partners LLC | 870 | $26.7K | 0.01% | +58+7.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 986 | $30.3K | 0.01% | −4,773−82.9% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $30.7K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $32.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,200 | $36.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,118 | $39.4K | 0.00% | +362+47.9% | Added |
| Meeder Asset Management Inc | 1,381 | $42.4K | 0.00% | +1,381 | New |
| CWM, LLC | 1,536 | $47.0K | 0.00% | +180+13.3% | Added |
| Public Employees Retirement System of Ohio | 1,834 | $56.3K | 0.00% | +127+7.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,054 | $63.0K | 0.00% | −119−5.5% | Reduced |
| Vestcor Inc | 2,086 | $64.0K | 0.00% | −4,171−66.7% | Reduced |
| EntryPoint Capital, LLC | 2,201 | $67.6K | 0.03% | +2,201 | New |
| Wetzel Investment Advisors, Inc. | 2,000 | $70.4K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,432 | $74.7K | 0.04% | +167+7.4% | Added |
| Advisor Group Holdings, Inc. | 2,592 | $79.6K | 0.00% | +310+13.6% | Added |
| Harbour Investments, Inc. | 2,785 | $85.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,886 | $88.6K | 0.00% | +2,886 | New |
| Mitsubishi UFJ Trust & Banking Corp | 3,051 | $93.7K | 0.00% | +3,051 | New |
| Palouse Capital Management, Inc. | 4,846 | $148.8K | 0.10% | −273−5.3% | Reduced |
| State of Wyoming | 5,132 | $157.6K | 0.03% | +5,132 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $168.2K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,936 | $182.2K | 0.00% | +1,100+22.7% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $196.0K | 0.00% | −155−2.4% | Reduced |
| ISAM Funds (UK) Ltd | 6,537 | $200.7K | 0.15% | −780−10.7% | Reduced |
| Corton Capital Inc. | 6,589 | $202.3K | 0.11% | +6,589 | New |
| Royal Bank of Canada | 6,905 | $212.0K | 0.00% | +5,533+403.3% | Added |
| Aristides Capital LLC | 6,926 | $212.6K | 0.09% | +6,926 | New |
| Optimist Retirement Group LLC | 7,075 | $217.2K | 0.11% | −2,901−29.1% | Reduced |
| Prentice Wealth Management LLC | 7,183 | $220.5K | 0.07% | −61−0.8% | Reduced |
| Inceptionr LLC | 7,299 | $224.1K | 0.06% | −395−5.1% | Reduced |
| Mutual of America Capital Management LLC | 7,363 | $226.0K | 0.00% | −307−4.0% | Reduced |
| Fox Run Management, L.L.C. | 7,535 | $231.3K | 0.04% | +7,535 | New |
| Graham Capital Management, L.P. | 7,605 | $233.5K | 0.01% | +7,605 | New |
| Advisors Asset Management, Inc. | 7,755 | $238.1K | 0.00% | −9,046−53.8% | Reduced |
| Brevan Howard Capital Management LP | 8,063 | $247.5K | 0.02% | −12,690−61.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,075 | $247.9K | 0.00% | +4,365+117.7% | Added |
| Sanctuary Advisors, LLC | 7,922 | $256.8K | 0.00% | +7,922 | New |
| Lombard Odier Asset Management (USA) Corp | 8,513 | $261.3K | 0.10% | +8,513 | New |
| Wolverine Asset Management LLC | 8,652 | $265.6K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 9,365 | $287.5K | 0.03% | −12,777−57.7% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $290.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 9,571 | $293.8K | 0.18% | +9,571 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,653 | $296.3K | 0.00% | +38+0.4% | Added |
| Hohimer Wealth Management, LLC | 10,044 | $308.4K | 0.07% | −152−1.5% | Reduced |
| Tributary Capital Management, LLC | 10,450 | $320.8K | 0.03% | −650−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,674 | $327.7K | 0.00% | +2,664+33.3% | Added |
| Exchange Traded Concepts, LLC | 10,873 | $333.8K | 0.01% | +352+3.3% | Added |
| Vise Technologies, Inc. | 10,892 | $334.4K | 0.06% | +859+8.6% | Added |
| Oregon Public Employees Retirement Fund | 10,916 | $335.1K | 0.01% | −1,000−8.4% | Reduced |
| SEI Investments Co | 11,090 | $340.5K | 0.00% | +2,298+26.1% | Added |
| Petrus Trust Company, LTA | 11,253 | $345.5K | 0.03% | +5,535+96.8% | Added |
| Cetera Investment Advisers | 11,379 | $349.3K | 0.00% | +2,134+23.1% | Added |
| Ritholtz Wealth Management | 11,444 | $351.3K | 0.01% | −7,321−39.0% | Reduced |
| CWM Advisors, LLC | 11,514 | $353.5K | 0.04% | +1,399+13.8% | Added |
| Partnership Wealth Management, LLC | 12,103 | $371.6K | 0.27% | −6,738−35.8% | Reduced |
| Nisa Investment Advisors, LLC | 12,718 | $395.1K | 0.00% | +46+0.4% | Added |
| Arizona State Retirement System | 12,948 | $397.5K | 0.00% | +265+2.1% | Added |