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, Q1 2026
Institutional positions in Upbound Group, Inc. as of Mar 31, 2026. 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
- 240
- +5 vs. Q4 2025
- Shares held
- 56.0M
- +7.90M (+16.4%) vs. Q4 2025
- Total value
- $1.01B
- +$163.8M (+19.3%) vs. Q4 2025
- New holders
- 40
- 94 more added
- Sold out
- 35
- 68 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $18 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $54 | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $55 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 7 | $127 | 0.00% | +4+133.3% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $144 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $270 | 0.00% | −143−90.5% | Reduced |
| Ankerstar Wealth, LLC | 15 | $271 | 0.00% | +8+114.3% | Added |
| Trust Co | 16 | $289 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18 | $325 | 0.00% | +15+500.0% | Added |
| Investors Portfolio Services LLC | 20 | $346 | 0.00% | +20 | New |
| Zions Bancorporation, National Association | 24 | $433 | 0.00% | +24 | New |
| Godfrey Financial Associates, Inc. | 25 | $451 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 25 | $451 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $578 | 0.00% | +11+52.4% | Added |
| Farmers & Merchants Investments Inc | 35 | $632 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 40 | $722 | 0.00% | +36+900.0% | Added |
| Arlington Trust Co LLC | 44 | $794 | 0.00% | +44 | New |
| Hilton Head Capital Partners, LLC | 51 | $921 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 54 | $975 | 0.00% | +25+86.2% | Added |
| Capital Advisors, Ltd. LLC | 36 | $1.00K | 0.00% | +24+200.0% | Added |
| Cedar Mountain Advisors, LLC | 56 | $1.01K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 63 | $1.14K | 0.00% | +63 | New |
| Quadrant Capital Group LLC | 71 | $1.28K | 0.00% | −61−46.2% | Reduced |
| Parkside Financial Bank & Trust | 107 | $1.93K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 122 | $2.20K | 0.00% | −25−17.0% | Reduced |
| Jones Financial Companies LLLP | 132 | $2.39K | 0.00% | +100+312.5% | Added |
| Stone House Investment Management, LLC | 141 | $2.54K | 0.00% | +83+143.1% | Added |
| Rothschild Investment LLC | 185 | $3.34K | 0.00% | +30+19.4% | Added |
| Quarry LP | 190 | $3.43K | 0.00% | −600−75.9% | Reduced |
| Bare Financial Services, Inc | 193 | $3.48K | 0.00% | +77+66.4% | Added |
| Bessemer Group Inc | 259 | $4.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 224 | $4.04K | 0.00% | +157+234.3% | Added |
| True Wealth Design, LLC | 238 | $4.30K | 0.00% | −2−0.8% | Reduced |
| Main Street Group, LTD | 240 | $4.33K | 0.00% | +240 | New |
| Federated Hermes, Inc. | 247 | $4.46K | 0.00% | −732−74.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 250 | $4.51K | 0.00% | −509−67.1% | Reduced |
| Parallel Advisors, LLC | 251 | $4.53K | 0.00% | +251 | New |
| Private Wealth Asset Management, LLC | 269 | $4.86K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 304 | $5.49K | 0.00% | −22−6.7% | Reduced |
| Advisory Services Network, LLC | 307 | $5.54K | 0.00% | +307 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $6.05K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 253 | $6.06K | 0.00% | +253 | New |
| UMA Financial Services, Inc. | 338 | $6.10K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 350 | $6.26K | 0.00% | +150+75.0% | Added |
| EverSource Wealth Advisors, LLC | 357 | $6.44K | 0.00% | +11+3.2% | Added |
| Front Row Advisors LLC | 374 | $6.75K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 384 | $6.93K | 0.00% | +82+27.2% | Added |
| Salomon & Ludwin, LLC | 426 | $7.47K | 0.00% | +110+34.8% | Added |
| AdvisorNet Financial, Inc | 432 | $7.80K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 450 | $8.00K | 0.01% | −508−53.0% | Reduced |
| Larson Financial Group LLC | 479 | $8.65K | 0.00% | +315+192.1% | Added |
| Umb Bank N A | 511 | $9.22K | 0.00% | +457+846.3% | Added |
| MAI Capital Management | 522 | $9.41K | 0.00% | +11+2.2% | Added |
| NBC Securities, Inc. | 535 | $9.66K | 0.00% | +535 | New |
| Rockefeller Capital Management L.P. | 569 | $10.3K | 0.00% | +436+327.8% | Added |
| Allworth Financial LP | 727 | $13.1K | 0.00% | +313+75.6% | Added |
| Signaturefd, LLC | 772 | $13.9K | 0.00% | +443+134.7% | Added |
| Wolff Wiese Magana LLC | 1,000 | $18.1K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,082 | $19.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,144 | $20.6K | 0.00% | −50,144−97.8% | Reduced |
| Clearstead Advisors, LLC | 1,200 | $21.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,263 | $22.8K | 0.00% | −834−39.8% | Reduced |
| Nomura Asset Management Co Ltd | 1,500 | $27.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,136 | $38.6K | 0.00% | +946+79.5% | Added |
| KBC Group NV | 2,454 | $44.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 2,469 | $44.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,742 | $49.5K | 0.01% | +257+10.3% | Added |
| GAMMA Investing LLC | 2,842 | $51.3K | 0.00% | +225+8.6% | Added |
| Advisor Group Holdings, Inc. | 2,901 | $52.4K | 0.00% | −3,326−53.4% | Reduced |
| Hantz Financial Services, Inc. | 3,656 | $66.0K | 0.00% | +2,208+152.5% | Added |
| The PNC Financial Services Group, Inc. | 3,685 | $66.5K | 0.00% | +1,226+49.9% | Added |
| Public Employees Retirement System of Ohio | 3,740 | $67.5K | 0.00% | +340+10.0% | Added |
| Ameritas Investment Partners, Inc. | 4,388 | $79.2K | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 5,307 | $95.8K | 0.06% | −257−4.6% | Reduced |
| Public Employees Retirement Association of Colorado | 6,390 | $115.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,609 | $119.3K | 0.00% | +1,894+40.2% | Added |
| National Bank of Canada | 8,601 | $155.2K | 0.00% | +1,551+22.0% | Added |
| Wolverine Asset Management LLC | 8,652 | $156.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 10,344 | $186.7K | 0.01% | +10,344 | New |
| CWM, LLC | 10,396 | $187.7K | 0.00% | −1,331−11.3% | Reduced |
| Tower Research Capital LLC (TRC) | 11,122 | $200.8K | 0.01% | +9,938+839.4% | Added |
| Stephens Inc | 11,563 | $208.7K | 0.00% | +11,563 | New |
| KLP Kapitalforvaltning AS | 11,800 | $213.0K | 0.00% | +1,100+10.3% | Added |
| Vanguard Investments Australia, Ltd. | 11,817 | $213.3K | 0.00% | +11,817 | New |
| Oregon Public Employees Retirement Fund | 11,916 | $215.1K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 12,013 | $216.8K | 0.00% | +224+1.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,391 | $217.2K | 0.00% | +12,391 | New |
| Jefferies Financial Group Inc. | 12,211 | $220.4K | 0.00% | +12,211 | New |
| Fifth Third Bancorp | 12,303 | $222.1K | 0.00% | +12,027+4,357.6% | Added |
| Alps Advisors Inc | 12,367 | $223.2K | 0.00% | −1,290−9.4% | Reduced |
| Optimist Retirement Group LLC | 12,454 | $224.8K | 0.10% | +12,454 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,888 | $232.6K | 0.00% | −14−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,151 | $237.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,500 | $243.7K | 0.00% | +13,500 | New |
| Mangrove Partners | 13,603 | $245.5K | 0.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 13,750 | $248.2K | 0.00% | −5,453−28.4% | Reduced |
| Yousif Capital Management, LLC | 13,855 | $250.1K | 0.00% | −261−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 13,908 | $251.0K | 0.00% | −3,475−20.0% | Reduced |
| CIBC World Markets Inc. | 13,946 | $251.7K | 0.00% | 00.0% | Unchanged |