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 2026
Institutional positions in Upbound Group, Inc. as of Jun 30, 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
- 259
- +24 vs. Q1 2026
- Shares held
- 58.0M
- +2.09M (+3.7%) vs. Q1 2026
- Total value
- $1.23B
- +$222.6M (+22.0%) vs. Q1 2026
- New holders
- 41
- 108 more added
- Sold out
- 17
- 69 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Upbound Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Global Retirement Partners, LLC | 0 | $1 | 0.00% | 0 | New |
| Dunhill Financial, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $64 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $64 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 8 | $172 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 9 | $194 | 0.00% | −6−40.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $233 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 13 | $276 | 0.00% | −5−27.8% | Reduced |
| Smartleaf Asset Management LLC | 15 | $313 | 0.00% | 00.0% | Unchanged |
| Trust Co | 16 | $340 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $488 | 0.00% | −17−42.5% | Reduced |
| Zions Bancorporation, National Association | 24 | $509 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 25 | $531 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 25 | $531 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 31 | $658 | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 35 | $743 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 40 | $834 | 0.00% | +40 | New |
| Arlington Trust Co LLC | 44 | $934 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $1.00K | 0.00% | +2+5.6% | Added |
| Aster Capital Management (DIFC) Ltd | 50 | $1.06K | 0.00% | −203−80.2% | Reduced |
| Hilton Head Capital Partners, LLC | 51 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 54 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 56 | $1.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 59 | $1.25K | 0.00% | −82−58.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 66 | $1.40K | 0.00% | +66 | New |
| SBI Securities Co., Ltd. | 85 | $1.80K | 0.00% | −37−30.3% | Reduced |
| Silver Grove Financial Group, Inc. | 98 | $2.08K | 0.00% | +98 | New |
| Parkside Financial Bank & Trust | 107 | $2.27K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 132 | $2.70K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $2.89K | 0.00% | +129+1,842.9% | Added |
| Harbour Investments, Inc. | 151 | $3.20K | 0.00% | +151 | New |
| Los Angeles Capital Management LLC | 224 | $4.75K | 0.00% | −920−80.4% | Reduced |
| Main Street Group, LTD | 240 | $5.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $5.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 269 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 259 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 291 | $6.17K | 0.00% | +40+15.9% | Added |
| Optiver Holding B.V. | 312 | $6.62K | 0.00% | +312 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.11K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 374 | $7.14K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 338 | $7.17K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 367 | $7.79K | 0.00% | +367 | New |
| True Wealth Design, LLC | 384 | $8.15K | 0.00% | +146+61.3% | Added |
| Larson Financial Group LLC | 406 | $8.62K | 0.00% | −73−15.2% | Reduced |
| AdvisorNet Financial, Inc | 432 | $9.17K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 448 | $9.51K | 0.00% | +64+16.7% | Added |
| Rothschild Investment LLC | 461 | $9.78K | 0.00% | +276+149.2% | Added |
| Umb Bank N A | 489 | $10.4K | 0.00% | −22−4.3% | Reduced |
| Covestor Ltd | 512 | $11.0K | 0.01% | +62+13.8% | Added |
| Walleye Capital LLC | 537 | $11.4K | 0.00% | +537 | New |
| NBC Securities, Inc. | 545 | $11.6K | 0.00% | +10+1.9% | Added |
| Essential Partners LLC | 597 | $12.7K | 0.01% | +373+166.5% | Added |
| Purpose Unlimited Inc. | 600 | $12.9K | 0.00% | +600 | New |
| EverSource Wealth Advisors, LLC | 653 | $13.9K | 0.00% | +296+82.9% | Added |
| Islay Capital Management, LLC | 750 | $15.9K | 0.01% | +750 | New |
| Farther Finance Advisors, LLC | 821 | $17.4K | 0.00% | +471+134.6% | Added |
| DekaBank Deutsche Girozentrale | 1,082 | $19.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,000 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,114 | $23.6K | 0.00% | −149−11.8% | Reduced |
| Versant Capital Management, Inc | 1,193 | $25.3K | 0.00% | −943−44.1% | Reduced |
| IFP Advisors, Inc | 1,214 | $25.8K | 0.00% | +910+299.3% | Added |
| Salomon & Ludwin, LLC | 1,303 | $27.0K | 0.00% | +877+205.9% | Added |
| Clearstead Advisors, LLC | 1,344 | $28.5K | 0.00% | +144+12.0% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $31.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,748 | $37.1K | 0.00% | +976+126.4% | Added |
| Quantbot Technologies LP | 2,167 | $46.0K | 0.00% | +2,167 | New |
| Allworth Financial LP | 2,352 | $49.9K | 0.00% | +1,625+223.5% | Added |
| KBC Group NV | 2,454 | $52.0K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 2,470 | $52.4K | 0.01% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,754 | $58.4K | 0.01% | +12+0.4% | Added |
| Hantz Financial Services, Inc. | 3,310 | $70.0K | 0.00% | −346−9.5% | Reduced |
| GAMMA Investing LLC | 3,360 | $71.3K | 0.00% | +518+18.2% | Added |
| Rockefeller Capital Management L.P. | 4,281 | $90.9K | 0.00% | +3,712+652.4% | Added |
| Public Employees Retirement System of Ohio | 4,330 | $91.9K | 0.00% | +590+15.8% | Added |
| Ameritas Investment Partners, Inc. | 5,015 | $106.4K | 0.00% | +627+14.3% | Added |
| The PNC Financial Services Group, Inc. | 5,309 | $112.7K | 0.00% | +1,624+44.1% | Added |
| SRS Capital Advisors, Inc. | 5,690 | $120.7K | 0.00% | +5,635+10,245.5% | Added |
| Palouse Capital Management, Inc. | 5,807 | $123.2K | 0.08% | +500+9.4% | Added |
| Public Employees Retirement Association of Colorado | 6,390 | $136.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,594 | $182.3K | 0.00% | −7−0.1% | Reduced |
| Wolverine Asset Management LLC | 8,652 | $183.6K | 0.00% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 9,495 | $201.5K | 0.06% | +9,495 | New |
| Allstate Corp | 9,584 | $203.4K | 0.00% | +9,584 | New |
| Toroso Investments, LLC | 10,596 | $224.8K | 0.00% | −1,417−11.8% | Reduced |
| Moody National Bank Trust Division | 10,719 | $227.5K | 0.02% | +10,719 | New |
| Tower Research Capital LLC (TRC) | 11,168 | $237.0K | 0.01% | +46+0.4% | Added |
| SummitTX Capital, L.P. | 11,180 | $237.2K | 0.01% | +11,180 | New |
| Fifth Third Bancorp | 11,337 | $240.6K | 0.00% | −966−7.9% | Reduced |
| Stephens Inc | 11,563 | $245.4K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 11,588 | $245.9K | 0.00% | +11,588 | New |
| Captrust Financial Advisors | 11,710 | $248.5K | 0.00% | +11,710 | New |
| Vanguard Investments Australia, Ltd. | 11,817 | $250.8K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,916 | $252.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 11,800 | $254.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,441 | $264.0K | 0.00% | −447−3.5% | Reduced |
| Optimist Retirement Group LLC | 12,454 | $264.3K | 0.10% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 12,797 | $271.6K | 0.01% | −4,363−25.4% | Reduced |
| WBI Investments | 13,049 | $276.9K | 0.07% | −2,435−15.7% | Reduced |