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, Q4 2025
Institutional positions in Upbound Group, Inc. as of Dec 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
- 239
- −16 vs. Q3 2025
- Shares held
- 55.2M
- +1.74M (+3.3%) vs. Q3 2025
- Total value
- $972.3M
- −$292.8M (−23.1%) vs. Q3 2025
- New holders
- 41
- 89 more added
- Sold out
- 57
- 81 more reduced
7 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 12 | $0 | 0.00% | −59−83.1% | Reduced |
| Global Retirement Partners, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $24 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 3 | $53 | 0.00% | +3 | New |
| Gilpin Wealth Management, LLC | 3 | $53 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 4 | $70 | 0.00% | −95−96.0% | Reduced |
| Ankerstar Wealth, LLC | 7 | $123 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 8 | $144 | 0.00% | +8 | New |
| CIBC Private Wealth Group, LLC | 12 | $211 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 15 | $264 | 0.00% | +15 | New |
| Trust Co | 16 | $281 | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 21 | $369 | 0.00% | +16+320.0% | Added |
| Godfrey Financial Associates, Inc. | 25 | $439 | 0.00% | +25 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 25 | $439 | 0.00% | +25 | New |
| Paladin Partners, LLC | 25 | $439 | 0.00% | +25 | New |
| Cornerstone Financial Management LLC | 29 | $509 | 0.00% | +29 | New |
| Jones Financial Companies LLLP | 32 | $562 | 0.00% | −1,115−97.2% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $615 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 51 | $896 | 0.00% | +51 | New |
| Northwestern Mutual Wealth Management Co | 52 | $913 | 0.00% | +52 | New |
| Umb Bank N A | 54 | $948 | 0.00% | −157−74.4% | Reduced |
| Cedar Mountain Advisors, LLC | 56 | $983 | 0.00% | +47+522.2% | Added |
| Stone House Investment Management, LLC | 58 | $1.02K | 0.00% | −25−30.1% | Reduced |
| Essential Partners LLC | 67 | $1.18K | 0.00% | −244−78.5% | Reduced |
| Parkside Financial Bank & Trust | 107 | $1.88K | 0.00% | +5+4.9% | Added |
| Bare Financial Services, Inc | 116 | $2.04K | 0.00% | +94+427.3% | Added |
| Quadrant Capital Group LLC | 132 | $2.32K | 0.00% | −1,828−93.3% | Reduced |
| Rockefeller Capital Management L.P. | 133 | $2.34K | 0.00% | −25−15.8% | Reduced |
| SBI Securities Co., Ltd. | 147 | $2.58K | 0.00% | +31+26.7% | Added |
| Rothschild Investment LLC | 155 | $2.72K | 0.00% | +85+121.4% | Added |
| Smartleaf Asset Management LLC | 158 | $2.78K | 0.00% | −197−55.5% | Reduced |
| Larson Financial Group LLC | 164 | $2.88K | 0.00% | +139+556.0% | Added |
| Farther Finance Advisors, LLC | 200 | $3.51K | 0.00% | −794−79.9% | Reduced |
| Bessemer Group Inc | 259 | $4.00K | 0.00% | −116−30.9% | Reduced |
| True Wealth Design, LLC | 240 | $4.21K | 0.00% | −92−27.7% | Reduced |
| Private Wealth Asset Management, LLC | 269 | $4.72K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 276 | $4.85K | 0.00% | −45−14.0% | Reduced |
| US Bancorp | 302 | $5.30K | 0.00% | −23−7.1% | Reduced |
| Salomon & Ludwin, LLC | 316 | $5.57K | 0.00% | −148−31.9% | Reduced |
| IFP Advisors, Inc | 326 | $5.72K | 0.00% | +61+23.0% | Added |
| Signaturefd, LLC | 329 | $5.78K | 0.00% | +201+157.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $5.88K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $5.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $6.08K | 0.00% | +130+60.2% | Added |
| Front Row Advisors LLC | 374 | $6.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $7.02K | 0.00% | +400 | New |
| SageView Advisory Group, LLC | 412 | $7.23K | 0.00% | +412 | New |
| Allworth Financial LP | 414 | $7.27K | 0.00% | +197+90.8% | Added |
| AdvisorNet Financial, Inc | 432 | $7.59K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 511 | $8.97K | 0.00% | +9+1.8% | Added |
| Harbor Capital Advisors, Inc. | 566 | $10.0K | 0.00% | −10−1.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 759 | $13.3K | 0.00% | −741−49.4% | Reduced |
| Quarry LP | 790 | $13.9K | 0.00% | −598−43.1% | Reduced |
| Covestor Ltd | 958 | $17.0K | 0.01% | −353−26.9% | Reduced |
| Vestcor Inc | 979 | $17.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 979 | $17.2K | 0.00% | −69,498−98.6% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $17.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,184 | $20.8K | 0.00% | −2,011−62.9% | Reduced |
| Versant Capital Management, Inc | 1,190 | $20.9K | 0.00% | +739+163.9% | Added |
| Clearstead Advisors, LLC | 1,200 | $21.1K | 0.00% | −143−10.6% | Reduced |
| Hantz Financial Services, Inc. | 1,448 | $25.0K | 0.00% | +1,020+238.3% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,597 | $28.1K | 0.00% | −1,196−42.8% | Reduced |
| Group One Trading, L.P. | 1,900 | $33.4K | 0.00% | +1,900 | New |
| Sterling Capital Management LLC | 2,097 | $36.8K | 0.00% | −317−13.1% | Reduced |
| DekaBank Deutsche Girozentrale | 1,082 | $37.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,454 | $43.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,459 | $43.2K | 0.00% | −1,312−34.8% | Reduced |
| Security National Bank | 2,469 | $43.4K | 0.01% | +50+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,485 | $43.6K | 0.00% | +2,485 | New |
| GAMMA Investing LLC | 2,617 | $46.0K | 0.00% | −1,170−30.9% | Reduced |
| Public Employees Retirement System of Ohio | 3,400 | $59.7K | 0.00% | +535+18.7% | Added |
| Canada Pension Plan Investment Board | 3,800 | $66.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,388 | $77.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,715 | $82.8K | 0.00% | +603+14.7% | Added |
| Palouse Capital Management, Inc. | 5,564 | $97.7K | 0.06% | −285−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 6,227 | $109.3K | 0.00% | −52,273−89.4% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $112.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 7,050 | $123.7K | 0.00% | +7,050 | New |
| Royal Bank of Canada | 8,436 | $148.0K | 0.00% | +7,683+1,020.3% | Added |
| Wolverine Asset Management LLC | 8,652 | $151.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 9,500 | $166.8K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,038 | $176.3K | 0.00% | +10,038 | New |
| ProShare Advisors LLC | 10,205 | $179.2K | 0.00% | +317+3.2% | Added |
| Swiss Life Asset Management Ltd | 10,443 | $183.4K | 0.00% | +10,443 | New |
| DRW Securities, LLC | 10,602 | $186.2K | 0.01% | −2,752−20.6% | Reduced |
| SummitTX Capital, L.P. | 10,625 | $186.6K | 0.01% | +10,625 | New |
| KLP Kapitalforvaltning AS | 10,700 | $191.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,202 | $196.7K | 0.00% | −3,206−22.3% | Reduced |
| PharVision Advisers, LLC | 11,678 | $205.1K | 0.10% | +11,678 | New |
| CWM, LLC | 11,727 | $206.0K | 0.00% | +409+3.6% | Added |
| Toroso Investments, LLC | 11,789 | $207.0K | 0.00% | −31,860−73.0% | Reduced |
| MQS Management LLC | 11,844 | $208.0K | 0.12% | +11,844 | New |
| Oregon Public Employees Retirement Fund | 11,916 | $209.2K | 0.00% | +200+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,048 | $211.6K | 0.00% | −109−0.9% | Reduced |
| Aristeia Capital LLC | 12,477 | $219.1K | 0.01% | +12,477 | New |
| First Citizens Bank & Trust Co | 12,546 | $220.3K | 0.00% | −122−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,902 | $226.6K | 0.00% | −368−2.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,151 | $231.0K | 0.00% | −1,507−10.3% | Reduced |
| Mangrove Partners | 13,603 | $238.9K | 0.02% | +13,603 | New |