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 2025
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 256
- +15 vs. Q1 2025
- Shares held
- 52.8M
- +4.75M (+9.9%) vs. Q1 2025
- Total value
- $1.33B
- +$175.1M (+15.2%) vs. Q1 2025
- New holders
- 46
- 114 more added
- Sold out
- 31
- 65 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | 0 | New |
| Rialto Wealth Management, LLC | 1 | $26 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $50 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 5 | $126 | 0.00% | +4+400.0% | Added |
| SJS Investment Consulting Inc. | 6 | $151 | 0.00% | −5−45.5% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $176 | 0.00% | −39−84.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10 | $226 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $327 | 0.00% | +3+30.0% | Added |
| Atlantic Trust, LLC | 18 | $452 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 22 | $552 | 0.00% | −28−56.0% | Reduced |
| Huntington National Bank | 30 | $753 | 0.00% | +21+233.3% | Added |
| Farmers & Merchants Investments Inc | 35 | $879 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $1.63K | 0.00% | −75−53.6% | Reduced |
| Larson Financial Group LLC | 68 | $1.71K | 0.00% | +68 | New |
| First Horizon Advisors, Inc. | 74 | $1.86K | 0.00% | +74 | New |
| Capital Advisors, Ltd. LLC | 82 | $2.00K | 0.00% | +56+215.4% | Added |
| Fortitude Family Office, LLC | 82 | $2.06K | 0.00% | +82 | New |
| Parallel Advisors, LLC | 102 | $2.56K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 106 | $2.66K | 0.00% | +106 | New |
| Allworth Financial LP | 108 | $2.71K | 0.00% | +74+217.6% | Added |
| Parkside Financial Bank & Trust | 119 | $2.99K | 0.00% | +25+26.6% | Added |
| Quarry LP | 137 | $3.44K | 0.00% | −1,443−91.3% | Reduced |
| SBI Securities Co., Ltd. | 138 | $3.46K | 0.00% | −17−11.0% | Reduced |
| Hemington Wealth Management | 181 | $4.00K | 0.00% | +24+15.3% | Added |
| Caitong International Asset Management Co., Ltd | 165 | $4.14K | 0.00% | +165 | New |
| Signaturefd, LLC | 181 | $4.54K | 0.00% | +67+58.8% | Added |
| Fifth Third Bancorp | 191 | $4.79K | 0.00% | +100+109.9% | Added |
| Umb Bank N A | 193 | $4.84K | 0.00% | +71+58.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.02K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 200 | $5.02K | 0.00% | +200 | New |
| Farther Finance Advisors, LLC | 210 | $5.27K | 0.00% | −200−48.8% | Reduced |
| SRS Capital Advisors, Inc. | 214 | $5.37K | 0.00% | +177+478.4% | Added |
| Massmutual Trust Co FSB | 238 | $5.97K | 0.00% | +121+103.4% | Added |
| Main Street Group, LTD | 240 | $6.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 269 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 276 | $7.00K | 0.00% | −54−16.4% | Reduced |
| Hantz Financial Services, Inc. | 261 | $7.00K | 0.00% | +254+3,628.6% | Added |
| IFP Advisors, Inc | 277 | $7.15K | 0.00% | +77+38.5% | Added |
| Harbor Capital Advisors, Inc. | 300 | $8.00K | 0.00% | +34+12.8% | Added |
| US Bancorp | 325 | $8.16K | 0.00% | +23+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 333 | $8.36K | 0.00% | +333 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $8.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $8.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 355 | $8.91K | 0.00% | +337+1,872.2% | Added |
| Front Row Advisors LLC | 374 | $9.53K | 0.00% | +374 | New |
| Smartleaf Asset Management LLC | 394 | $10.0K | 0.00% | −172−30.4% | Reduced |
| AdvisorNet Financial, Inc | 432 | $10.8K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 542 | $13.6K | 0.00% | +57+11.8% | Added |
| Essential Partners LLC | 557 | $14.0K | 0.01% | +557 | New |
| EverSource Wealth Advisors, LLC | 739 | $18.5K | 0.00% | +492+199.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 743 | $19.0K | 0.00% | +743 | New |
| Nomura Asset Management Co Ltd | 790 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 847 | $21.3K | 0.00% | +847 | New |
| Financial Management Professionals, Inc. | 854 | $21.4K | 0.00% | +854 | New |
| Sterling Capital Management LLC | 971 | $24.4K | 0.00% | +916+1,665.5% | Added |
| Wolff Wiese Magana LLC | 1,000 | $25.1K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $28.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 1,200 | $30.6K | 0.00% | +1,200 | New |
| Skopos Labs, Inc. | 1,226 | $30.8K | 0.00% | +727+145.7% | Added |
| Ronald Blue Trust, Inc. | 1,292 | $32.4K | 0.00% | −492−27.6% | Reduced |
| TD Private Client Wealth LLC | 1,311 | $32.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1,352 | $33.9K | 0.00% | −5,342−79.8% | Reduced |
| Clearstead Advisors, LLC | 1,381 | $34.7K | 0.00% | +181+15.1% | Added |
| Covestor Ltd | 1,517 | $38.0K | 0.02% | −177−10.4% | Reduced |
| Picton Mahoney Asset Management | 1,566 | $39.0K | 0.00% | +1,566 | New |
| Steward Partners Investment Advisory, LLC | 1,574 | $39.5K | 0.00% | −3,071−66.1% | Reduced |
| Versant Capital Management, Inc | 1,580 | $39.7K | 0.01% | +635+67.2% | Added |
| KBC Group NV | 2,454 | $62.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,549 | $64.0K | 0.00% | +256+11.2% | Added |
| GAMMA Investing LLC | 2,617 | $65.7K | 0.00% | +2,108+414.1% | Added |
| Jones Financial Companies LLLP | 3,032 | $77.3K | 0.00% | −4,999−62.2% | Reduced |
| Harbour Investments, Inc. | 3,357 | $84.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,786 | $95.0K | 0.00% | +312+9.0% | Added |
| Canada Pension Plan Investment Board | 3,800 | $95.4K | 0.00% | +3,800 | New |
| Vestcor Inc | 4,619 | $116.0K | 0.00% | +3,640+371.8% | Added |
| Advisors Asset Management, Inc. | 4,625 | $116.1K | 0.00% | +713+18.2% | Added |
| Tower Research Capital LLC (TRC) | 4,891 | $122.8K | 0.00% | +1,574+47.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,050 | $126.8K | 0.02% | +4,488+798.6% | Added |
| Quantbot Technologies LP | 5,092 | $127.8K | 0.00% | −51,252−91.0% | Reduced |
| Ameritas Investment Partners, Inc. | 5,479 | $137.5K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 5,506 | $138.2K | 0.08% | +5,506 | New |
| Shell Asset Management Co | 6,061 | $152.0K | 0.01% | −1,477−19.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $160.0K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 6,866 | $172.3K | 0.11% | +243+3.7% | Added |
| Lazard Asset Management LLC | 6,927 | $173.0K | 0.00% | +472+7.3% | Added |
| State of Wyoming | 7,913 | $198.6K | 0.02% | +7,913 | New |
| Prosperity Wealth Management, Inc. | 8,300 | $208.3K | 0.08% | +8,300 | New |
| Wolverine Asset Management LLC | 8,652 | $217.2K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,775 | $220.3K | 0.02% | +8,775 | New |
| Renaissance Technologies LLC | 9,000 | $225.9K | 0.00% | −55,600−86.1% | Reduced |
| Optimist Retirement Group LLC | 9,257 | $232.4K | 0.11% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,452 | $237.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 9,537 | $239.4K | 0.00% | +9,537 | New |
| Two Sigma Advisers, LP | 9,700 | $243.5K | 0.00% | −100−1.0% | Reduced |
| Keebeck Alpha, LP | 9,703 | $243.5K | 0.40% | +9,703 | New |
| HSBC Holdings PLC | 9,689 | $243.8K | 0.00% | −4,648−32.4% | Reduced |
| Prelude Capital Management, LLC | 9,814 | $246.3K | 0.02% | −8,835−47.4% | Reduced |
| Cetera Investment Advisers | 9,823 | $246.6K | 0.00% | −1,166−10.6% | Reduced |
| First Citizens Bank & Trust Co | 9,854 | $247.3K | 0.00% | +9,854 | New |