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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 1,082 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 821 | $17.4K | 0.00% | +471+134.6% | Added |
| Islay Capital Management, LLC | 750 | $15.9K | 0.01% | +750 | New |
| EverSource Wealth Advisors, LLC | 653 | $13.9K | 0.00% | +296+82.9% | Added |
| Purpose Unlimited Inc. | 600 | $12.9K | 0.00% | +600 | New |
| Essential Partners LLC | 597 | $12.7K | 0.01% | +373+166.5% | Added |
| NBC Securities, Inc. | 545 | $11.6K | 0.00% | +10+1.9% | Added |
| Walleye Capital LLC | 537 | $11.4K | 0.00% | +537 | New |
| Covestor Ltd | 512 | $11.0K | 0.01% | +62+13.8% | Added |
| Umb Bank N A | 489 | $10.4K | 0.00% | −22−4.3% | Reduced |
| Rothschild Investment LLC | 461 | $9.78K | 0.00% | +276+149.2% | Added |
| US Bancorp | 448 | $9.51K | 0.00% | +64+16.7% | Added |
| AdvisorNet Financial, Inc | 432 | $9.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 406 | $8.62K | 0.00% | −73−15.2% | Reduced |
| True Wealth Design, LLC | 384 | $8.15K | 0.00% | +146+61.3% | Added |
| Nykredit A/S | 367 | $7.79K | 0.00% | +367 | New |
| UMA Financial Services, Inc. | 338 | $7.17K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 374 | $7.14K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 335 | $7.11K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 312 | $6.62K | 0.00% | +312 | New |
| Parallel Advisors, LLC | 291 | $6.17K | 0.00% | +40+15.9% | Added |
| Bessemer Group Inc | 259 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 269 | $5.71K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 250 | $5.30K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 240 | $5.09K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 224 | $4.75K | 0.00% | −920−80.4% | Reduced |
| Harbour Investments, Inc. | 151 | $3.20K | 0.00% | +151 | New |
| SJS Investment Consulting Inc. | 136 | $2.89K | 0.00% | +129+1,842.9% | Added |
| Jones Financial Companies LLLP | 132 | $2.70K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 107 | $2.27K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 98 | $2.08K | 0.00% | +98 | New |
| SBI Securities Co., Ltd. | 85 | $1.80K | 0.00% | −37−30.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 66 | $1.40K | 0.00% | +66 | New |
| Stone House Investment Management, LLC | 59 | $1.25K | 0.00% | −82−58.2% | Reduced |
| Cedar Mountain Advisors, LLC | 56 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 54 | $1.15K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 51 | $1.08K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 50 | $1.06K | 0.00% | −203−80.2% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $1.00K | 0.00% | +2+5.6% | Added |
| Arlington Trust Co LLC | 44 | $934 | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 40 | $834 | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 35 | $743 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 31 | $658 | 0.00% | +31 | New |
| Godfrey Financial Associates, Inc. | 25 | $531 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 25 | $531 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 24 | $509 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $488 | 0.00% | −17−42.5% | Reduced |
| Trust Co | 16 | $340 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 15 | $313 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 13 | $276 | 0.00% | −5−27.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $233 | 0.00% | +11 | New |
| Ankerstar Wealth, LLC | 9 | $194 | 0.00% | −6−40.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $172 | 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 |
| Dunhill Financial, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 0 | $1 | 0.00% | 0 | New |
| Avion Wealth | 29 | $0 | 0.00% | +29 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −40,815−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −31,469−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,739−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −13,603−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −12,367−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −12,211−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,609−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −522−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Investors Portfolio Services LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |