UPBD · Company research
Upbound Group, Inc. Common Stock (UPBD): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Krane Funds Advisors LLC | 1536592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15987 | 339244 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Qube Research & Technologies Ltd | 1729829 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 286621 | 6082098 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 354744 | 7527668 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRICE T ROWE ASSOCIATES INC /MD/ | 80255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88798 | 1885 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2454 | 52 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1082 | 19 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19700 | 418034 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 306014 | 6494 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16 | 340 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Redhawk Wealth Advisors, Inc. | 1535811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22236 | 471843 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1711642 | 36321043 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4234326 | 89852398 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KLP KAPITALFORVALTNING AS | 1717443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11800 | 254308 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Brevan Howard Capital Management LP | 1512857 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14801 | 314077 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1155346 | 24516442 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136873 | 2904427 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 531 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Paladin Partners, LLC | 2141570 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 531 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7323 | 155394 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2754 | 58440 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2352 | 49910 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cedar Mountain Advisors, LLC | 1798986 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56 | 1188 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Evolution Advisers, Inc. | 1906967 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154942 | 3268329 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9584 | 203372 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47100 | 999462 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25402 | 539030 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 188831 | 4006994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PFG Investments, LLC | 1973224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22708 | 481868 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 221265 | 4695243 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tower Research Capital LLC (TRC) | 1533421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11168 | 236985 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cornerstone Financial Management LLC | 2110329 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 1146 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58810 | 1247948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1164833 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 831810 | 17651008 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRUDENTIAL FINANCIAL INC | 1137774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55472 | 1177116 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 448 | 9507 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 853179 | 18104458 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 141470 | 3002007 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8594 | 182278 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105000 | 2228100 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WOLVERINE ASSET MANAGEMENT LLC | 1279891 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8652 | 183595 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 597 | 12668 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17900 | 379838 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| SAXON INTERESTS, INC. | 1905867 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9495 | 201484 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32830 | 696652 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1214909 | 57253 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Steward Partners Investment Advisory, LLC | 1723397 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 5305 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| LANARK FINANCIAL, INC. | 791540 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 545 | 11581 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5690 | 120742 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124926 | 2651080 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26526 | 562882 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JUPITER ASSET MANAGEMENT LTD | 1215838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11588 | 245897 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| WBI INVESTMENTS, LLC | 1397424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13049 | 276900 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Aquatic Capital Management LLC | 1803916 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21277 | 451498 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Louisiana State Employees Retirement System | 1537191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23100 | 416955 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Fulcrum Asset Management LLP | 1353395 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 834 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2589812 | 54955811 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 382 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29413 | 622375 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CLARK ESTATES INC/NY | 1056466 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 113000 | 2397860 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32482 | 689268 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4330 | 91883 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| SIGNATUREFD, LLC | 1456048 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1748 | 37093 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vinva Investment Management Ltd | 1968109 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21678 | 657215 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EntryPoint Capital, LLC | 1992519 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54793 | 1162707 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268443 | 5696371 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11337 | 240571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rockefeller Capital Management L.P. | 1739439 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4012 | 85154 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Envestnet Portfolio Solutions, Inc. | 1998033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18499 | 392549 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Physician Wealth Advisors, Inc. | 1795173 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 338 | 7173 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98 | 2080 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15737 | 333939 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| HSBC HOLDINGS PLC | 873630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37815 | 795249 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 158024 | 3355653 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Miller Value Partners, LLC | 1135778 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 258000 | 5474760 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18579 | 394246 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904 | 19176 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Stone House Investment Management, LLC | 1696497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59 | 1252 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14572 | 314517 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Allianz Asset Management GmbH | 1535323 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170109 | 3609713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.