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 2025
Institutional positions in Upbound Group, Inc. as of Mar 31, 2025. 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
- 243
- +5 vs. Q4 2024
- Shares held
- 48.1M
- +1.95M (+4.2%) vs. Q4 2024
- Total value
- $1.15B
- −$194.2M (−14.4%) vs. Q4 2024
- New holders
- 38
- 104 more added
- Sold out
- 33
- 76 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 7 | $0 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 1 | $23 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $24 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3 | $72 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 5 | $120 | 0.00% | +1+25.0% | Added |
| WealthTrak Capital Management LLC | 5 | $120 | 0.00% | +5 | New |
| Huntington National Bank | 9 | $216 | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $240 | 0.00% | −2−16.7% | Reduced |
| SJS Investment Consulting Inc. | 11 | $264 | 0.00% | −1−8.3% | Reduced |
| True Wealth Design, LLC | 18 | $432 | 0.00% | +18 | New |
| Allworth Financial LP | 34 | $705 | 0.00% | −10−22.7% | Reduced |
| Stephens Consulting, LLC | 30 | $719 | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 35 | $839 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37 | $887 | 0.00% | +2+5.7% | Added |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $1.10K | 0.00% | −2−4.2% | Reduced |
| Bare Financial Services, Inc | 50 | $1.20K | 0.00% | +50 | New |
| Sterling Capital Management LLC | 55 | $1.32K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 91 | $2.18K | 0.00% | +68+295.7% | Added |
| Parkside Financial Bank & Trust | 94 | $2.25K | 0.00% | +20+27.0% | Added |
| Parallel Advisors, LLC | 102 | $2.44K | 0.00% | −6−5.6% | Reduced |
| Signaturefd, LLC | 114 | $2.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $2.80K | 0.00% | +105+875.0% | Added |
| Umb Bank N A | 122 | $2.92K | 0.00% | +50+69.4% | Added |
| Boston Private Wealth LLC | 123 | $2.95K | 0.00% | +123 | New |
| Hemington Wealth Management | 157 | $3.00K | 0.00% | −21−11.8% | Reduced |
| Rothschild Investment LLC | 140 | $3.35K | 0.00% | +90+180.0% | Added |
| SBI Securities Co., Ltd. | 155 | $3.71K | 0.00% | +65+72.2% | Added |
| IFP Advisors, Inc | 200 | $4.79K | 0.00% | −1−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $4.79K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 204 | $4.89K | 0.00% | +204 | New |
| Main Street Group, LTD | 240 | $5.75K | 0.00% | +240 | New |
| EverSource Wealth Advisors, LLC | 247 | $5.92K | 0.00% | +150+154.6% | Added |
| Harbor Capital Advisors, Inc. | 266 | $6.00K | 0.00% | +266 | New |
| Private Wealth Asset Management, LLC | 269 | $6.45K | 0.00% | +269 | New |
| US Bancorp | 302 | $7.24K | 0.00% | −163−35.1% | Reduced |
| Bessemer Group Inc | 330 | $8.00K | 0.00% | +245+288.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $8.03K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $8.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 410 | $9.92K | 0.00% | +68+19.9% | Added |
| AdvisorNet Financial, Inc | 432 | $10.4K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 485 | $11.6K | 0.00% | +6+1.3% | Added |
| Skopos Labs, Inc. | 499 | $12.0K | 0.00% | +499 | New |
| GAMMA Investing LLC | 509 | $12.2K | 0.00% | +278+120.3% | Added |
| Point72 (DIFC) Ltd | 511 | $12.2K | 0.00% | −4,455−89.7% | Reduced |
| Smartleaf Asset Management LLC | 566 | $13.4K | 0.00% | −132−18.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 562 | $13.5K | 0.00% | +247+78.4% | Added |
| Hexagon Capital Partners LLC | 727 | $17.4K | 0.00% | −228−23.9% | Reduced |
| Nomura Asset Management Co Ltd | 790 | $18.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 945 | $22.6K | 0.00% | +921+3,837.5% | Added |
| Vestcor Inc | 979 | $23.0K | 0.00% | −4,994−83.6% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,200 | $28.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,311 | $31.4K | 0.00% | +491+59.9% | Added |
| Quarry LP | 1,580 | $37.9K | 0.01% | −1,118−41.4% | Reduced |
| Covestor Ltd | 1,694 | $40.0K | 0.03% | +356+26.6% | Added |
| Ronald Blue Trust, Inc. | 1,784 | $42.7K | 0.00% | +51+2.9% | Added |
| CWM, LLC | 1,880 | $45.0K | 0.00% | +493+35.5% | Added |
| Public Employees Retirement System of Ohio | 2,293 | $54.9K | 0.00% | +360+18.6% | Added |
| KBC Group NV | 2,454 | $59.0K | 0.00% | −17,227−87.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,317 | $79.5K | 0.00% | −6,165−65.0% | Reduced |
| Harbour Investments, Inc. | 3,357 | $80.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,474 | $83.2K | 0.00% | −311−8.2% | Reduced |
| Advisors Asset Management, Inc. | 3,912 | $93.7K | 0.00% | +2,512+179.4% | Added |
| Royal Bank of Canada | 4,262 | $102.0K | 0.00% | +1,909+81.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,645 | $111.3K | 0.00% | +10.0% | Added |
| Advisor Group Holdings, Inc. | 5,089 | $121.9K | 0.00% | +1,929+61.0% | Added |
| Ameritas Investment Partners, Inc. | 5,479 | $131.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 6,133 | $146.9K | 0.00% | +6,133 | New |
| Public Employees Retirement Association of Colorado | 6,390 | $153.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,455 | $153.0K | 0.00% | +4,565+241.5% | Added |
| Palouse Capital Management, Inc. | 6,623 | $158.7K | 0.11% | +2,592+64.3% | Added |
| Quest Partners LLC | 6,694 | $160.4K | 0.02% | −9,177−57.8% | Reduced |
| Quadrant Capital Group LLC | 6,769 | $162.2K | 0.01% | +6,543+2,895.1% | Added |
| Shell Asset Management Co | 7,538 | $181.0K | 0.01% | −327−4.2% | Reduced |
| Jones Financial Companies LLLP | 8,031 | $190.7K | 0.00% | −486−5.7% | Reduced |
| First National Advisers, LLC | 8,395 | $201.1K | 0.03% | −58,515−87.5% | Reduced |
| MQS Management LLC | 8,426 | $201.9K | 0.12% | +8,426 | New |
| Blueshift Asset Management, LLC | 8,501 | $203.7K | 0.08% | +8,501 | New |
| KLP Kapitalforvaltning AS | 8,600 | $206.1K | 0.00% | −8,000−48.2% | Reduced |
| First National Bank of Omaha | 8,626 | $206.7K | 0.01% | −63,002−88.0% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $207.3K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 8,933 | $214.0K | 0.06% | +8,933 | New |
| WBI Investments | 8,964 | $214.8K | 0.06% | +8,964 | New |
| Optimist Retirement Group LLC | 9,257 | $221.8K | 0.11% | +1,266+15.8% | Added |
| Cubist Systematic Strategies, LLC | 9,413 | $225.5K | 0.00% | −181,758−95.1% | Reduced |
| Handelsbanken Fonder AB | 9,452 | $226.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,639 | $231.0K | 0.03% | −25,331−72.4% | Reduced |
| Two Sigma Advisers, LP | 9,800 | $234.8K | 0.00% | −10,700−52.2% | Reduced |
| Walleye Capital LLC | 9,819 | $235.3K | 0.00% | +893+10.0% | Added |
| Exchange Traded Concepts, LLC | 10,109 | $242.2K | 0.00% | +481+5.0% | Added |
| Cetera Investment Advisers | 10,989 | $263.3K | 0.00% | +258+2.4% | Added |
| Creative Planning | 11,492 | $275.4K | 0.00% | +11,492 | New |
| Police & Firemen's Retirement System of New Jersey | 11,516 | $275.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,545 | $276.6K | 0.00% | −4,998−30.2% | Reduced |
| Oregon Public Employees Retirement Fund | 11,716 | $280.7K | 0.01% | +300+2.6% | Added |
| Teza Capital Management LLC | 11,895 | $285.0K | 0.13% | −7,332−38.1% | Reduced |
| CIBC World Markets Corp | 11,906 | $285.3K | 0.00% | +11,906 | New |