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, Q4 2024
Institutional positions in Upbound Group, Inc. as of Dec 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
- 241
- −1 vs. Q3 2024
- Shares held
- 46.7M
- +1.58M (+3.5%) vs. Q3 2024
- Total value
- $1.36B
- −$79.7M (−5.5%) vs. Q3 2024
- New holders
- 37
- 92 more added
- Sold out
- 38
- 76 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $58 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $117 | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 12 | $350 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $351 | 0.00% | −4−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $351 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $532 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23 | $671 | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $700 | 0.00% | +14+140.0% | Added |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 35 | $1.02K | 0.00% | +15+75.0% | Added |
| Allworth Financial LP | 44 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $1.40K | 0.00% | −2−4.0% | Reduced |
| Rothschild Investment LLC | 50 | $1.46K | 0.00% | −15−23.1% | Reduced |
| Sterling Capital Management LLC | 55 | $1.60K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 57 | $1.69K | 0.00% | +7+14.0% | Added |
| Bessemer Group Inc | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 72 | $2.10K | 0.00% | −24−25.0% | Reduced |
| Parkside Financial Bank & Trust | 74 | $2.16K | 0.00% | +10+15.6% | Added |
| SBI Securities Co., Ltd. | 90 | $2.63K | 0.00% | +90 | New |
| EverSource Wealth Advisors, LLC | 97 | $2.83K | 0.00% | +11+12.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $2.92K | 0.00% | −500−83.3% | Reduced |
| Parallel Advisors, LLC | 108 | $3.15K | 0.00% | +6+5.9% | Added |
| Signaturefd, LLC | 114 | $3.33K | 0.00% | −55−32.5% | Reduced |
| Hemington Wealth Management | 178 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.83K | 0.00% | +200 | New |
| IFP Advisors, Inc | 201 | $5.86K | 0.00% | +1+0.5% | Added |
| Quadrant Capital Group LLC | 226 | $6.59K | 0.00% | −28−11.0% | Reduced |
| GAMMA Investing LLC | 231 | $6.74K | 0.00% | −44−16.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 249 | $7.26K | 0.01% | +249 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 315 | $9.20K | 0.00% | +315 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $9.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $9.86K | 0.00% | +338 | New |
| Farther Finance Advisors, LLC | 342 | $9.98K | 0.00% | −122−26.3% | Reduced |
| CIBC Private Wealth Group, LLC | 382 | $11.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 432 | $12.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 469 | $13.0K | 0.00% | +469 | New |
| Mainstream Capital Management LLC | 453 | $13.2K | 0.01% | +453 | New |
| US Bancorp | 465 | $13.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 479 | $14.0K | 0.00% | +479 | New |
| Smartleaf Asset Management LLC | 698 | $20.1K | 0.00% | +630+926.5% | Added |
| Nomura Asset Management Co Ltd | 790 | $23.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 820 | $23.9K | 0.00% | +74+9.9% | Added |
| R Squared Ltd | 870 | $25.4K | 0.02% | +870 | New |
| Hexagon Capital Partners LLC | 955 | $27.9K | 0.01% | +150+18.6% | Added |
| Wolff Wiese Magana LLC | 1,000 | $29.2K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,338 | $39.0K | 0.02% | +202+17.8% | Added |
| CWM, LLC | 1,387 | $40.0K | 0.00% | +105+8.2% | Added |
| Advisors Asset Management, Inc. | 1,400 | $40.8K | 0.00% | +1,400 | New |
| Ronald Blue Trust, Inc. | 1,733 | $50.6K | 0.00% | +167+10.7% | Added |
| Lazard Asset Management LLC | 1,890 | $53.0K | 0.00% | −418−18.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,933 | $56.4K | 0.00% | +60+3.2% | Added |
| Royal Bank of Canada | 2,353 | $69.0K | 0.00% | −5,936−71.6% | Reduced |
| Carolina Wealth Advisors, LLC | 2,401 | $70.0K | 0.04% | −68−2.8% | Reduced |
| Quarry LP | 2,698 | $78.7K | 0.02% | −584−17.8% | Reduced |
| Advisor Group Holdings, Inc. | 3,160 | $92.2K | 0.00% | −324−9.3% | Reduced |
| Harbour Investments, Inc. | 3,357 | $97.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,785 | $110.4K | 0.00% | +429+12.8% | Added |
| Palouse Capital Management, Inc. | 4,031 | $117.6K | 0.08% | −745−15.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,644 | $135.5K | 0.00% | −111,314−96.0% | Reduced |
| Point72 (DIFC) Ltd | 4,966 | $144.9K | 0.01% | +4,966 | New |
| Ameritas Investment Partners, Inc. | 5,479 | $159.8K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,973 | $174.0K | 0.01% | +5,973 | New |
| Public Employees Retirement Association of Colorado | 6,390 | $186.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 6,922 | $201.9K | 0.06% | −62−0.9% | Reduced |
| Corton Capital Inc. | 7,105 | $207.3K | 0.12% | −1,798−20.2% | Reduced |
| Mutual of America Capital Management LLC | 7,375 | $215.1K | 0.00% | +55+0.8% | Added |
| Freestone Grove Partners LP | 7,569 | $220.8K | 0.00% | +7,569 | New |
| Shell Asset Management Co | 7,865 | $229.0K | 0.01% | 00.0% | Unchanged |
| Crestline Management, LP | 7,880 | $229.9K | 0.01% | +7,880 | New |
| Cambria Investment Management, L.P. | 7,990 | $233.1K | 0.01% | +181+2.3% | Added |
| Optimist Retirement Group LLC | 7,991 | $233.1K | 0.11% | +916+12.9% | Added |
| Moody National Bank Trust Division | 8,274 | $241.4K | 0.03% | +8,274 | New |
| Jones Financial Companies LLLP | 8,517 | $248.4K | 0.00% | −8,891−51.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,565 | $249.8K | 0.02% | −46,460−84.4% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $252.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 8,926 | $260.4K | 0.00% | −111,443−92.6% | Reduced |
| Vise Technologies, Inc. | 8,967 | $261.6K | 0.02% | −299−3.2% | Reduced |
| Prelude Capital Management, LLC | 9,401 | $274.2K | 0.02% | −9,790−51.0% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $276.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,482 | $276.6K | 0.01% | −3,999−29.7% | Reduced |
| Exchange Traded Concepts, LLC | 9,628 | $280.8K | 0.01% | −364−3.6% | Reduced |
| Tributary Capital Management, LLC | 9,700 | $282.9K | 0.02% | −500−4.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,393 | $303.2K | 0.00% | −10−0.1% | Reduced |
| Hancock Whitney Corp | 10,580 | $308.6K | 0.01% | +10,580 | New |
| Cetera Investment Advisers | 10,731 | $313.0K | 0.00% | −368−3.3% | Reduced |
| PharVision Advisers, LLC | 10,754 | $313.7K | 0.27% | +10,754 | New |
| Oregon Public Employees Retirement Fund | 11,416 | $333.0K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 11,510 | $335.7K | 0.11% | +11,510 | New |
| Police & Firemen's Retirement System of New Jersey | 11,516 | $335.9K | 0.00% | +11,516 | New |
| Tudor Investment Corp Et Al | 11,889 | $346.8K | 0.00% | −7,786−39.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,052 | $351.6K | 0.00% | +1,378+12.9% | Added |
| Rafferty Asset Management, LLC | 12,312 | $359.1K | 0.00% | −1,553−11.2% | Reduced |
| Centiva Capital, LP | 12,545 | $365.9K | 0.01% | −2,929−18.9% | Reduced |
| Arizona State Retirement System | 13,473 | $393.0K | 0.00% | +102+0.8% | Added |
| CWM Advisors, LLC | 13,798 | $402.5K | 0.05% | +818+6.3% | Added |