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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 1,000 | $23.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 994 | $23.5K | 0.00% | +784+373.3% | Added |
| Vestcor Inc | 979 | $23.0K | 0.00% | −3,640−78.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 942 | $22.3K | 0.02% | +777+470.9% | Added |
| Financial Management Professionals, Inc. | 854 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 795 | $18.8K | 0.00% | −497−38.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 766 | $18.0K | 0.00% | +23+3.1% | Added |
| Royal Bank of Canada | 753 | $17.0K | 0.00% | −19,256−96.2% | Reduced |
| Point72 Asset Management, L.P. | 700 | $16.5K | 0.00% | +700 | New |
| Ameritas Advisory Services, LLC | 675 | $15.9K | 0.00% | −172−20.3% | Reduced |
| Salomon & Ludwin, LLC | 464 | $14.5K | 0.00% | +464 | New |
| Harbor Capital Advisors, Inc. | 576 | $14.0K | 0.00% | +276+92.0% | Added |
| MAI Capital Management | 502 | $11.9K | 0.00% | −40−7.4% | Reduced |
| Versant Capital Management, Inc | 451 | $10.7K | 0.00% | −1,129−71.5% | Reduced |
| AdvisorNet Financial, Inc | 432 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 428 | $10.0K | 0.00% | +167+64.0% | Added |
| Bessemer Group Inc | 375 | $9.00K | 0.00% | +99+35.9% | Added |
| Front Row Advisors LLC | 374 | $8.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 355 | $8.60K | 0.00% | −39−9.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 357 | $8.44K | 0.00% | +357 | New |
| UMA Financial Services, Inc. | 338 | $7.99K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.92K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 332 | $7.85K | 0.00% | −23−6.5% | Reduced |
| US Bancorp | 325 | $7.68K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 321 | $7.58K | 0.00% | +130+68.1% | Added |
| Essential Partners LLC | 311 | $7.35K | 0.00% | −246−44.2% | Reduced |
| Advisory Services Network, LLC | 300 | $7.09K | 0.00% | +300 | New |
| Private Wealth Asset Management, LLC | 269 | $6.36K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 265 | $6.26K | 0.00% | −12−4.3% | Reduced |
| Main Street Group, LTD | 240 | $5.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 217 | $5.13K | 0.00% | +109+100.9% | Added |
| EverSource Wealth Advisors, LLC | 216 | $5.10K | 0.00% | −523−70.8% | Reduced |
| Umb Bank N A | 211 | $4.99K | 0.00% | +18+9.3% | Added |
| Wealthspire Advisors, LLC | 200 | $4.73K | 0.00% | +200 | New |
| Rockefeller Capital Management L.P. | 158 | $3.75K | 0.00% | +158 | New |
| Signaturefd, LLC | 128 | $3.02K | 0.00% | −53−29.3% | Reduced |
| Hemington Wealth Management | 130 | $3.00K | 0.00% | −51−28.2% | Reduced |
| SBI Securities Co., Ltd. | 116 | $2.74K | 0.00% | −22−15.9% | Reduced |
| Parkside Financial Bank & Trust | 102 | $2.41K | 0.00% | −17−14.3% | Reduced |
| Parallel Advisors, LLC | 102 | $2.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $2.34K | 0.00% | −139−58.4% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $2.00K | 0.00% | −11−13.4% | Reduced |
| Stone House Investment Management, LLC | 83 | $1.96K | 0.00% | +83 | New |
| 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 |
| Huntington National Bank | 40 | $945 | 0.00% | +10+33.3% | Added |
| Farmers & Merchants Investments Inc | 35 | $827 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $591 | 0.00% | −43−63.2% | Reduced |
| Bare Financial Services, Inc | 22 | $520 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $496 | 0.00% | +21 | New |
| Atlantic Trust, LLC | 18 | $426 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 12 | $284 | 0.00% | +12 | New |
| Cedar Mountain Advisors, LLC | 9 | $213 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 8 | $189 | 0.00% | +8 | New |
| Bear Mountain Capital, Inc. | 8 | $183 | 0.00% | +8 | New |
| New Millennium Group LLC | 7 | $165 | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 5 | $118 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $102 | 0.00% | −9−69.2% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $71 | 0.00% | −4−57.1% | Reduced |
| Rialto Wealth Management, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| Global Retirement Partners, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −755,429−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −165,161−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −86,408−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −39,992−100.0% | Sold out |
| Canaan Partners XI LLC | 0 | $0 | 0.00% | −38,824−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −28,570−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −26,016−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −23,596−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,114−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −19,331−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −19,204−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,911−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −14,929−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −13,408−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −12,468−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,064−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,689−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −6,927−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,092−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |