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UPBD

Upbound Group, Inc.
$20.51 -0.02 (-0.10%) At close · Jul 7
Market Cap
$1.20B
Shares
58,293,726

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 241
Total Value: $943,595,395
Total Shares: 52,269,982
Showing 1–100 of 246 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding UPBD

All superinvestors →
Bill Miller $2,166,000

Holder Concentration

Across 240 13F filers
Top Holder
15.7%
Jun 2023 → Mar 2026 · range 14.7% – 19.3%
of institutional value
Top 5
42.5%
Jun 2023 → Mar 2026 · range 42.5% – 58.3%
of institutional value
Top 10
59.8%
Jun 2023 → Mar 2026 · range 59.8% – 72.7%
of institutional value
HHI
550
Jun 2023 → Mar 2026 · range 550 – 842
Broadly held
Showing 100 of 246
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $148,155,568 15.70% 8,208,065
Mega FMR LLC $97,611,041 10.34% 5,407,814
Large IEQ CAPITAL, LLC $70,461,532 7.47% 3,903,686
Mega DIMENSIONAL FUND ADVISORS LP $43,225,597 4.58% 2,394,770
Large LSV ASSET MANAGEMENT $41,754,685 4.43% 2,313,279
Mega STATE STREET CORP $41,451,626 4.39% 2,296,489
Mega VANGUARD CAPITAL MANAGEMENT LLC $41,075,807 4.35% 2,275,668
Small Huber Capital Management LLC $30,732,020 3.26% 1,702,605
Mega GOLDMAN SACHS GROUP INC $24,854,343 2.63% 1,376,972
Mega GEODE CAPITAL MANAGEMENT, LLC $24,457,460 2.59% 1,354,984
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $22,887,544 2.43% 1,268,008
Mega WELLINGTON MANAGEMENT GROUP LLP $22,672,242 2.40% 1,256,080
Mid Bragg Financial Advisors, Inc $20,269,030 2.15% 1,122,938
Mega Bank of New York Mellon Corp Bank $15,435,925 1.64% 855,176
Mega MORGAN STANLEY $14,146,162 1.50% 783,721
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $13,314,763 1.41% 737,660
Mid KENNEDY CAPITAL MANAGEMENT LLC $12,076,731 1.28% 669,071
Mega NORTHERN TRUST CORP Bank $10,868,984 1.15% 602,160
Large Balyasny Asset Management L.P. $10,770,471 1.14% 596,702
Mega Invesco Ltd. $9,599,439 1.02% 531,825
Large Pacer Advisors, Inc. $7,454,740 0.79% 413,005
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,569,135 0.70% 363,941
Mega VICTORY CAPITAL MANAGEMENT INC $6,565,633 0.70% 363,747
Mega VANGUARD FIDUCIARY TRUST CO Bank $6,215,355 0.66% 344,341
Mega AMERICAN CENTURY COMPANIES INC $6,190,229 0.66% 342,949
Mega PRINCIPAL FINANCIAL GROUP INC $5,485,719 0.58% 303,918
Mega AQR CAPITAL MANAGEMENT LLC $5,186,015 0.55% 287,314
Mid CSM Advisors, LLC $5,161,902 0.55% 285,978
Large Trexquant Investment LP $4,950,501 0.52% 274,266
Mid PEREGRINE CAPITAL MANAGEMENT LLC $4,934,328 0.52% 273,370
Mid Advisors Asset Management, Inc. $4,762,005 0.50% 263,823
Large Universal- Beteiligungs- und Servicegesellschaft mbH $4,671,610 0.50% 258,815
Large PANAGORA ASSET MANAGEMENT INC $4,552,462 0.48% 252,214
Large Qube Research & Technologies Ltd $4,430,697 0.47% 245,468
Large SEI INVESTMENTS CO $4,419,505 0.47% 244,848
Large Empowered Funds, LLC $4,345,104 0.46% 240,726
Large Connor, Clark & Lunn Investment Management Ltd. $4,175,632 0.44% 231,337
Mega UBS Group AG $3,975,294 0.42% 220,238
Mega FIRST TRUST ADVISORS LP $3,547,294 0.38% 196,526
Mega BANK OF AMERICA CORP /DE/ Bank $3,516,482 0.37% 194,819
Large Public Sector Pension Investment Board Pension $3,364,790 0.36% 186,415
Mega D. E. Shaw & Co., Inc. $3,297,536 0.35% 182,689
Mid INTECH INVESTMENT MANAGEMENT LLC $3,243,404 0.34% 179,690
Mega MILLENNIUM MANAGEMENT LLC $3,238,151 0.34% 179,399
Large Point72 Asset Management, L.P. $3,133,155 0.33% 173,582
Large Russell Investments Group, Ltd. $3,075,772 0.33% 170,403
Mega CITADEL ADVISORS LLC $2,813,724 0.30% 155,885
Mid Y-Intercept (Hong Kong) Ltd $2,711,019 0.29% 150,195
Mega AMERIPRISE FINANCIAL INC $2,698,348 0.29% 149,493
Mega RHUMBLINE ADVISERS $2,678,313 0.28% 148,383
Mega Nuveen, LLC $2,675,334 0.28% 148,218
Large Squarepoint Ops LLC $2,670,515 0.28% 147,951
Small Inspire Advisors, LLC $2,645,714 0.28% 146,577
Small Sepio Capital, LP $2,610,192 0.28% 144,609
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,301,840 0.24% 127,526
Mid LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $2,294,064 0.24% 127,095
Mega Legal & General Group Plc $2,288,973 0.24% 126,813
Large Lido Advisors, LLC $2,248,687 0.24% 124,581
Large Allianz Asset Management GmbH $2,193,670 0.23% 121,533
Small Miller Value Partners, LLC $2,166,000 0.23% 120,000
Mid Susquehanna Portfolio Strategies, LLC $2,138,961 0.23% 118,502
Mega RAYMOND JAMES FINANCIAL INC $2,081,109 0.22% 115,297
Small CLARK ESTATES INC/NY $2,039,650 0.22% 113,000
Mega Vanguard Global Advisers, LLC $1,975,067 0.21% 109,422
Mega Swiss National Bank Bank $1,855,540 0.20% 102,800
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,850,593 0.20% 102,526
Large Mitsubishi UFJ Trust & Banking Corp $1,791,408 0.19% 99,247
Large Creative Planning $1,735,994 0.18% 96,177
Mega BNP PARIBAS ARBITRAGE, SA $1,470,262 0.16% 81,455
Small Range Financial Group LLC $1,462,031 0.15% 80,999
Small BEACON FINANCIAL GROUP $1,371,637 0.15% 75,991
Mega JPMORGAN CHASE & CO $1,344,923 0.14% 74,511
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,309,726 0.14% 72,561
Mega ALLIANCEBERNSTEIN L.P. $1,307,325 0.14% 72,428
Small Kendall Capital Management $1,276,225 0.14% 70,705
Mega LPL Financial LLC $1,267,687 0.13% 70,232
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $1,243,356 0.13% 68,884
Large State of Tennessee, Department of Treasury $1,237,562 0.13% 68,563
Large Cerity Partners LLC $1,209,584 0.13% 67,013
Large RENAISSANCE TECHNOLOGIES LLC $1,153,395 0.12% 63,900
Small Mork Capital Management, LLC $1,130,110 0.12% 62,610
Mid ALGERT GLOBAL LLC $1,024,879 0.11% 56,780
Large PRUDENTIAL FINANCIAL INC $983,400 0.10% 54,482
Large CANADA LIFE ASSURANCE Co Insurance $975,764 0.10% 54,059
Large MARSHALL WACE, LLP $940,964 0.10% 52,131
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $902,500 0.10% 50,000
Mega CITADEL ADVISORS LLC $898,890 0.10% 49,800
Mega BARCLAYS PLC $896,741 0.10% 49,681
Mega DEUTSCHE BANK AG\ Bank $872,608 0.09% 48,344
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $868,024 0.09% 48,090
Large Quantinno Capital Management LP $856,707 0.09% 47,463
Large Freestone Grove Partners LP $817,917 0.09% 45,314
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $805,030 0.09% 44,600
Mid Jump Financial, LLC $779,469 0.08% 43,184
Mega CITIGROUP INC $752,070 0.08% 41,666
Large GUGGENHEIM CAPITAL LLC $748,658 0.08% 41,477
Large BANCO BILBAO VIZCAYA ARGENTARIA, S.A. $736,710 0.08% 40,815
Small Summit Global Investments $677,272 0.07% 37,522
Mid Horizon Investments, LLC $658,554 0.07% 36,485
Mid Engineers Gate Manager LP $655,395 0.07% 36,310
Key facts CIK 933036 CUSIP 76009N100 13F (30d) 10 filings 9 filers Visit website Investor relations

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