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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 971 | $24.4K | 0.00% | +916+1,665.5% | Added |
| Financial Management Professionals, Inc. | 854 | $21.4K | 0.00% | +854 | New |
| Ameritas Advisory Services, LLC | 847 | $21.3K | 0.00% | +847 | New |
| Nomura Asset Management Co Ltd | 790 | $19.8K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 743 | $19.0K | 0.00% | +743 | New |
| EverSource Wealth Advisors, LLC | 739 | $18.5K | 0.00% | +492+199.2% | Added |
| Essential Partners LLC | 557 | $14.0K | 0.01% | +557 | New |
| MAI Capital Management | 542 | $13.6K | 0.00% | +57+11.8% | Added |
| AdvisorNet Financial, Inc | 432 | $10.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 394 | $10.0K | 0.00% | −172−30.4% | Reduced |
| Front Row Advisors LLC | 374 | $9.53K | 0.00% | +374 | New |
| True Wealth Design, LLC | 355 | $8.91K | 0.00% | +337+1,872.2% | Added |
| UMA Financial Services, Inc. | 338 | $8.48K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $8.41K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 333 | $8.36K | 0.00% | +333 | New |
| US Bancorp | 325 | $8.16K | 0.00% | +23+7.6% | Added |
| Harbor Capital Advisors, Inc. | 300 | $8.00K | 0.00% | +34+12.8% | Added |
| IFP Advisors, Inc | 277 | $7.15K | 0.00% | +77+38.5% | Added |
| 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 |
| Private Wealth Asset Management, LLC | 269 | $6.75K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 240 | $6.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 238 | $5.97K | 0.00% | +121+103.4% | Added |
| SRS Capital Advisors, Inc. | 214 | $5.37K | 0.00% | +177+478.4% | Added |
| Farther Finance Advisors, LLC | 210 | $5.27K | 0.00% | −200−48.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $5.02K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 200 | $5.02K | 0.00% | +200 | New |
| Umb Bank N A | 193 | $4.84K | 0.00% | +71+58.2% | Added |
| Fifth Third Bancorp | 191 | $4.79K | 0.00% | +100+109.9% | Added |
| Signaturefd, LLC | 181 | $4.54K | 0.00% | +67+58.8% | Added |
| Caitong International Asset Management Co., Ltd | 165 | $4.14K | 0.00% | +165 | New |
| Hemington Wealth Management | 181 | $4.00K | 0.00% | +24+15.3% | Added |
| SBI Securities Co., Ltd. | 138 | $3.46K | 0.00% | −17−11.0% | Reduced |
| Quarry LP | 137 | $3.44K | 0.00% | −1,443−91.3% | Reduced |
| Parkside Financial Bank & Trust | 119 | $2.99K | 0.00% | +25+26.6% | Added |
| Allworth Financial LP | 108 | $2.71K | 0.00% | +74+217.6% | Added |
| Walleye Trading LLC | 106 | $2.66K | 0.00% | +106 | New |
| Parallel Advisors, LLC | 102 | $2.56K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $2.06K | 0.00% | +82 | New |
| Capital Advisors, Ltd. LLC | 82 | $2.00K | 0.00% | +56+215.4% | Added |
| First Horizon Advisors, Inc. | 74 | $1.86K | 0.00% | +74 | New |
| Larson Financial Group LLC | 68 | $1.71K | 0.00% | +68 | New |
| Rothschild Investment LLC | 65 | $1.63K | 0.00% | −75−53.6% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $879 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 30 | $753 | 0.00% | +21+233.3% | Added |
| Bare Financial Services, Inc | 22 | $552 | 0.00% | −28−56.0% | Reduced |
| Atlantic Trust, LLC | 18 | $452 | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $327 | 0.00% | +3+30.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 10 | $226 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 7 | $176 | 0.00% | −39−84.8% | Reduced |
| SJS Investment Consulting Inc. | 6 | $151 | 0.00% | −5−45.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $126 | 0.00% | +4+400.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $50 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $26 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 0 | $2 | 0.00% | 0 | New |
| Lightspeed Management Company, L.L.C. | 0 | $0 | 0.00% | −384,160−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −171,218−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −93,320−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,685−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −64,686−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −43,726−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −29,707−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,936−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −25,850−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,170−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −19,454−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −15,271−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,934−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −11,906−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,819−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,639−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,933−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −8,626−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,426−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −8,395−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −6,769−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −511−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Napatree Capital LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |