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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,282 | $41.0K | 0.00% | −254−16.5% | Reduced |
| Clearstead Advisors, LLC | 1,200 | $38.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,136 | $37.0K | 0.02% | +828+268.8% | Added |
| DekaBank Deutsche Girozentrale | 1,082 | $35.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 805 | $25.8K | 0.01% | −65−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $25.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 746 | $23.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 600 | $19.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 464 | $14.9K | 0.00% | +139+42.8% | Added |
| US Bancorp | 465 | $14.9K | 0.00% | +163+54.0% | Added |
| AdvisorNet Financial, Inc | 432 | $13.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 382 | $12.2K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $10.7K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 294 | $9.53K | 0.00% | +261+790.9% | Added |
| GAMMA Investing LLC | 275 | $8.80K | 0.00% | +21+8.3% | Added |
| Quadrant Capital Group LLC | 254 | $8.13K | 0.00% | −79−23.7% | Reduced |
| Main Street Group, LTD | 234 | $7.48K | 0.00% | +2+0.9% | Added |
| First Horizon Advisors, Inc. | 227 | $7.26K | 0.00% | −53−18.9% | 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 |
| Signaturefd, LLC | 169 | $5.41K | 0.00% | −138−45.0% | Reduced |
| Hemington Wealth Management | 178 | $5.00K | 0.00% | +178 | New |
| Parallel Advisors, LLC | 102 | $3.26K | 0.00% | −58−36.3% | Reduced |
| Umb Bank N A | 96 | $3.07K | 0.00% | −3−3.0% | Reduced |
| Bessemer Group Inc | 85 | $3.00K | 0.00% | +85 | New |
| EverSource Wealth Advisors, LLC | 86 | $2.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $2.59K | 0.00% | +19+30.6% | Added |
| Allspring Global Investments Holdings, LLC | 81 | $2.59K | 0.00% | +81 | New |
| Smartleaf Asset Management LLC | 68 | $2.21K | 0.00% | −36−34.6% | Reduced |
| Rothschild Investment LLC | 65 | $2.08K | 0.00% | +40+160.0% | Added |
| Parkside Financial Bank & Trust | 64 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 55 | $1.76K | 0.00% | +55 | New |
| 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 |
| Allworth Financial LP | 44 | $1.41K | 0.00% | −8−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $1.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $640 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $576 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $512 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $384 | 0.00% | +1+9.1% | Added |
| Versant Capital Management, Inc | 10 | $320 | 0.00% | −356−97.3% | Reduced |
| Claris Advisors, LLC | 4 | $128 | 0.00% | +4 | New |
| TFC Financial Management | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −1,390,840−100.0% | Sold out |
| Engaged Capital LLC | 0 | $0 | 0.00% | −1,167,051−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −179,355−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −179,990−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −71,702−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −31,366−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,978−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,726−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −21,240−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −20,587−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −19,343−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,296−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,365−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,063−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −7,755−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −6,926−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,537−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |