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 2024
Institutional positions in Upbound Group, Inc. as of Sep 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
- 246
- 0 vs. Q2 2024
- Shares held
- 45.2M
- +3.36M (+8.0%) vs. Q2 2024
- Total value
- $1.45B
- +$160.4M (+12.5%) vs. Q2 2024
- New holders
- 33
- 102 more added
- Sold out
- 33
- 78 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 4 | $128 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 10 | $320 | 0.00% | −356−97.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $384 | 0.00% | +1+9.1% | Added |
| SJS Investment Consulting Inc. | 16 | $512 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $576 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $640 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $1.41K | 0.00% | −8−15.4% | Reduced |
| Eagle Bay Advisors LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $1.60K | 0.00% | +4+8.7% | Added |
| Sterling Capital Management LLC | 55 | $1.76K | 0.00% | +55 | New |
| Parkside Financial Bank & Trust | 64 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.08K | 0.00% | +40+160.0% | Added |
| Smartleaf Asset Management LLC | 68 | $2.21K | 0.00% | −36−34.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 81 | $2.59K | 0.00% | +81 | New |
| Frazier Financial Advisors, LLC | 81 | $2.59K | 0.00% | +19+30.6% | Added |
| EverSource Wealth Advisors, LLC | 86 | $2.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 85 | $3.00K | 0.00% | +85 | New |
| Umb Bank N A | 96 | $3.07K | 0.00% | −3−3.0% | Reduced |
| Parallel Advisors, LLC | 102 | $3.26K | 0.00% | −58−36.3% | Reduced |
| Hemington Wealth Management | 178 | $5.00K | 0.00% | +178 | New |
| Signaturefd, LLC | 169 | $5.41K | 0.00% | −138−45.0% | Reduced |
| Partnership Wealth Management, LLC | 200 | $6.40K | 0.00% | −11,903−98.3% | Reduced |
| IFP Advisors, Inc | 200 | $6.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 227 | $7.26K | 0.00% | −53−18.9% | Reduced |
| Main Street Group, LTD | 234 | $7.48K | 0.00% | +2+0.9% | Added |
| Quadrant Capital Group LLC | 254 | $8.13K | 0.00% | −79−23.7% | Reduced |
| GAMMA Investing LLC | 275 | $8.80K | 0.00% | +21+8.3% | Added |
| J.Safra Asset Management Corp | 294 | $9.53K | 0.00% | +261+790.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 382 | $12.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $13.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 465 | $14.9K | 0.00% | +163+54.0% | Added |
| Farther Finance Advisors, LLC | 464 | $14.9K | 0.00% | +139+42.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 600 | $19.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 746 | $23.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 790 | $25.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 805 | $25.8K | 0.01% | −65−7.5% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,136 | $37.0K | 0.02% | +828+268.8% | Added |
| Clearstead Advisors, LLC | 1,200 | $38.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,282 | $41.0K | 0.00% | −254−16.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,566 | $48.1K | 0.00% | +448+40.1% | Added |
| Public Employees Retirement System of Ohio | 1,873 | $59.9K | 0.00% | +39+2.1% | Added |
| Lazard Asset Management LLC | 2,308 | $72.0K | 0.00% | −14,813−86.5% | Reduced |
| Carolina Wealth Advisors, LLC | 2,469 | $79.0K | 0.04% | +37+1.5% | Added |
| Quarry LP | 3,282 | $105.0K | 0.03% | +2,590+374.3% | Added |
| The PNC Financial Services Group, Inc. | 3,356 | $107.4K | 0.00% | −2,580−43.5% | Reduced |
| Harbour Investments, Inc. | 3,357 | $107.4K | 0.00% | +572+20.5% | Added |
| Advisor Group Holdings, Inc. | 3,484 | $111.5K | 0.00% | +892+34.4% | Added |
| SG Americas Securities, LLC | 4,440 | $142.0K | 0.00% | +4,440 | New |
| Palouse Capital Management, Inc. | 4,776 | $152.8K | 0.10% | −70−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 5,479 | $175.3K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 6,000 | $191.9K | 0.09% | +6,000 | New |
| Trajan Wealth LLC | 6,265 | $200.4K | 0.01% | +6,265 | New |
| Magnetar Financial LLC | 6,285 | $201.1K | 0.00% | +6,285 | New |
| Pictet Asset Management Holding SA | 6,304 | $201.7K | 0.00% | +6,304 | New |
| SEI Investments Co | 6,348 | $203.1K | 0.00% | −4,742−42.8% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $204.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,630 | $212.1K | 0.01% | +6,630 | New |
| Quest Partners LLC | 6,682 | $213.8K | 0.02% | −21,084−75.9% | Reduced |
| Prentice Wealth Management LLC | 6,984 | $223.4K | 0.07% | −199−2.8% | Reduced |
| Optimist Retirement Group LLC | 7,075 | $226.3K | 0.10% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 7,134 | $228.2K | 0.01% | −4,310−37.7% | Reduced |
| Virtu Financial LLC | 7,158 | $229.0K | 0.01% | +7,158 | New |
| Blueshift Asset Management, LLC | 7,259 | $232.2K | 0.06% | +7,259 | New |
| Mutual of America Capital Management LLC | 7,320 | $234.2K | 0.00% | −43−0.6% | Reduced |
| State of Wyoming | 7,418 | $237.3K | 0.03% | +2,286+44.5% | Added |
| Cambria Investment Management, L.P. | 7,809 | $246.9K | 0.01% | −12,818−62.1% | Reduced |
| Petrus Trust Company, LTA | 7,846 | $251.0K | 0.02% | −3,407−30.3% | Reduced |
| Shell Asset Management Co | 7,865 | $252.0K | 0.01% | +7,865 | New |
| Sanctuary Advisors, LLC | 7,505 | $253.7K | 0.00% | −417−5.3% | Reduced |
| Dark Forest Capital Management LP | 8,033 | $257.0K | 0.03% | +8,033 | New |
| Royal Bank of Canada | 8,289 | $265.0K | 0.00% | +1,384+20.0% | Added |
| Wolverine Asset Management LLC | 8,652 | $276.8K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 8,903 | $284.8K | 0.14% | +2,314+35.1% | Added |
| TD Asset Management Inc | 9,000 | $291.9K | 0.00% | +9,000 | New |
| Vise Technologies, Inc. | 9,266 | $296.4K | 0.04% | −1,626−14.9% | Reduced |
| Gsa Capital Partners LLP | 9,413 | $301.0K | 0.02% | −20,079−68.1% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $302.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,992 | $319.6K | 0.01% | −881−8.1% | Reduced |
| Tributary Capital Management, LLC | 10,200 | $326.3K | 0.03% | −250−2.4% | Reduced |
| Natixis Advisors, L.P. | 10,291 | $329.0K | 0.00% | +10,291 | New |
| American Century Companies Inc | 10,335 | $330.6K | 0.00% | −201,185−95.1% | Reduced |
| EntryPoint Capital, LLC | 10,398 | $332.6K | 0.19% | +8,197+372.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,403 | $332.8K | 0.00% | +750+7.8% | Added |
| Keebeck Alpha, LP | 10,491 | $335.6K | 0.22% | +10,491 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,674 | $341.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 11,099 | $355.1K | 0.00% | −280−2.5% | Reduced |
| Renaissance Technologies LLC | 11,312 | $361.9K | 0.00% | −11,700−50.8% | Reduced |
| Oregon Public Employees Retirement Fund | 11,416 | $365.2K | 0.01% | +500+4.6% | Added |
| Nisa Investment Advisors, LLC | 11,530 | $368.8K | 0.00% | −1,188−9.3% | Reduced |
| MQS Management LLC | 11,805 | $377.6K | 0.21% | +2,234+23.3% | Added |
| CWM Advisors, LLC | 12,980 | $415.2K | 0.04% | +1,466+12.7% | Added |
| Arizona State Retirement System | 13,371 | $427.7K | 0.00% | +423+3.3% | Added |
| Tower Research Capital LLC (TRC) | 13,481 | $431.3K | 0.01% | +5,406+66.9% | Added |