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 2025
Institutional positions in Upbound Group, Inc. as of Sep 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
- 262
- +9 vs. Q2 2025
- Shares held
- 53.7M
- +958.8K (+1.8%) vs. Q2 2025
- Total value
- $1.27B
- −$55.1M (−4.2%) vs. Q2 2025
- New holders
- 44
- 89 more added
- Sold out
- 35
- 97 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $71 | 0.00% | −4−57.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $102 | 0.00% | −9−69.2% | Reduced |
| Sunbelt Securities, Inc. | 5 | $118 | 0.00% | +5 | New |
| New Millennium Group LLC | 7 | $165 | 0.00% | +7 | New |
| Bear Mountain Capital, Inc. | 8 | $183 | 0.00% | +8 | New |
| Dogwood Wealth Management LLC | 8 | $189 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 9 | $213 | 0.00% | +9 | New |
| Root Financial Partners, LLC | 12 | $284 | 0.00% | +12 | New |
| Atlantic Trust, LLC | 18 | $426 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $496 | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $520 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $591 | 0.00% | −43−63.2% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $827 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 40 | $945 | 0.00% | +10+33.3% | Added |
| Fortitude Family Office, LLC | 70 | $1.65K | 0.00% | −12−14.6% | Reduced |
| Rothschild Investment LLC | 70 | $1.65K | 0.00% | +5+7.7% | Added |
| Stone House Investment Management, LLC | 83 | $1.96K | 0.00% | +83 | New |
| Capital Advisors, Ltd. LLC | 71 | $2.00K | 0.00% | −11−13.4% | Reduced |
| Massmutual Trust Co FSB | 99 | $2.34K | 0.00% | −139−58.4% | Reduced |
| Parallel Advisors, LLC | 102 | $2.41K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $2.41K | 0.00% | −17−14.3% | Reduced |
| SBI Securities Co., Ltd. | 116 | $2.74K | 0.00% | −22−15.9% | Reduced |
| Hemington Wealth Management | 130 | $3.00K | 0.00% | −51−28.2% | Reduced |
| Signaturefd, LLC | 128 | $3.02K | 0.00% | −53−29.3% | Reduced |
| Rockefeller Capital Management L.P. | 158 | $3.75K | 0.00% | +158 | New |
| Wealthspire Advisors, LLC | 200 | $4.73K | 0.00% | +200 | New |
| Umb Bank N A | 211 | $4.99K | 0.00% | +18+9.3% | Added |
| EverSource Wealth Advisors, LLC | 216 | $5.10K | 0.00% | −523−70.8% | Reduced |
| Allworth Financial LP | 217 | $5.13K | 0.00% | +109+100.9% | Added |
| Main Street Group, LTD | 240 | $5.67K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 265 | $6.26K | 0.00% | −12−4.3% | Reduced |
| Private Wealth Asset Management, LLC | 269 | $6.36K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $7.09K | 0.00% | +300 | New |
| Essential Partners LLC | 311 | $7.35K | 0.00% | −246−44.2% | Reduced |
| Fifth Third Bancorp | 321 | $7.58K | 0.00% | +130+68.1% | Added |
| US Bancorp | 325 | $7.68K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 332 | $7.85K | 0.00% | −23−6.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $7.99K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 357 | $8.44K | 0.00% | +357 | New |
| Smartleaf Asset Management LLC | 355 | $8.60K | 0.00% | −39−9.9% | Reduced |
| Front Row Advisors LLC | 374 | $8.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 375 | $9.00K | 0.00% | +99+35.9% | Added |
| Hantz Financial Services, Inc. | 428 | $10.0K | 0.00% | +167+64.0% | Added |
| AdvisorNet Financial, Inc | 432 | $10.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 451 | $10.7K | 0.00% | −1,129−71.5% | Reduced |
| MAI Capital Management | 502 | $11.9K | 0.00% | −40−7.4% | Reduced |
| Harbor Capital Advisors, Inc. | 576 | $14.0K | 0.00% | +276+92.0% | Added |
| Salomon & Ludwin, LLC | 464 | $14.5K | 0.00% | +464 | New |
| Ameritas Advisory Services, LLC | 675 | $15.9K | 0.00% | −172−20.3% | Reduced |
| Point72 Asset Management, L.P. | 700 | $16.5K | 0.00% | +700 | New |
| Royal Bank of Canada | 753 | $17.0K | 0.00% | −19,256−96.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 766 | $18.0K | 0.00% | +23+3.1% | Added |
| Ronald Blue Trust, Inc. | 795 | $18.8K | 0.00% | −497−38.5% | Reduced |
| Financial Management Professionals, Inc. | 854 | $20.5K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 942 | $22.3K | 0.02% | +777+470.9% | Added |
| Vestcor Inc | 979 | $23.0K | 0.00% | −3,640−78.8% | Reduced |
| Farther Finance Advisors, LLC | 994 | $23.5K | 0.00% | +784+373.3% | Added |
| Wolff Wiese Magana LLC | 1,000 | $23.6K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $26.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,147 | $28.0K | 0.00% | −1,885−62.2% | Reduced |
| Point72 Europe (London) LLP | 1,303 | $30.8K | 0.00% | +1,303 | New |
| Covestor Ltd | 1,311 | $31.0K | 0.02% | −206−13.6% | Reduced |
| Clearstead Advisors, LLC | 1,343 | $31.7K | 0.00% | −38−2.8% | Reduced |
| FNY Investment Advisers, LLC | 1,365 | $32.0K | 0.01% | +1,365 | New |
| Quarry LP | 1,388 | $32.8K | 0.01% | +1,251+913.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,500 | $35.4K | 0.00% | −74−4.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $35.4K | 0.00% | +710+89.9% | Added |
| Quadrant Capital Group LLC | 1,960 | $46.3K | 0.00% | +1,960 | New |
| Shell Asset Management Co | 2,428 | $57.0K | 0.01% | −3,633−59.9% | Reduced |
| Sterling Capital Management LLC | 2,414 | $57.0K | 0.00% | +1,443+148.6% | Added |
| Security National Bank | 2,419 | $57.2K | 0.01% | +2,419 | New |
| KBC Group NV | 2,454 | $58.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,793 | $66.0K | 0.00% | +2,579+1,205.1% | Added |
| Public Employees Retirement System of Ohio | 2,865 | $67.7K | 0.00% | +316+12.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 2,970 | $70.2K | 0.01% | −2,080−41.2% | Reduced |
| Tower Research Capital LLC (TRC) | 3,195 | $75.5K | 0.00% | −1,696−34.7% | Reduced |
| Harbour Investments, Inc. | 3,257 | $77.0K | 0.00% | −100−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 3,771 | $89.1K | 0.00% | −15−0.4% | Reduced |
| GAMMA Investing LLC | 3,787 | $89.5K | 0.00% | +1,170+44.7% | Added |
| Canada Pension Plan Investment Board | 3,800 | $89.8K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,112 | $97.0K | 0.00% | +4,112 | New |
| Ameritas Investment Partners, Inc. | 4,388 | $103.7K | 0.00% | −1,091−19.9% | Reduced |
| Virtus ETF Advisers LLC | 5,506 | $130.1K | 0.07% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 5,849 | $138.2K | 0.09% | −1,017−14.8% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $151.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,094 | $191.3K | 0.02% | +181+2.3% | Added |
| Quest Partners LLC | 8,440 | $199.4K | 0.01% | +7,088+524.3% | Added |
| Sender Co & Partners, Inc. | 8,635 | $204.0K | 0.08% | +8,635 | New |
| Wolverine Asset Management LLC | 8,652 | $204.4K | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 8,775 | $207.4K | 0.02% | 00.0% | Unchanged |
| HRT Financial LP | 9,407 | $222.0K | 0.00% | +9,407 | New |
| Handelsbanken Fonder AB | 9,452 | $223.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 9,487 | $224.2K | 0.02% | +9,487 | New |
| STRS Ohio | 9,500 | $224.5K | 0.00% | −10,500−52.5% | Reduced |
| Jupiter Asset Management Ltd | 9,544 | $225.5K | 0.00% | +9,544 | New |
| Cetera Investment Advisers | 9,743 | $230.2K | 0.00% | −80−0.8% | Reduced |