UPBOUND GROUP INC (UPBD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
243
Reporting holders
$1.2B
Reported value
95.8%
Of shares outstanding
0.8%
Held as options
+18
Holder change
Institutions report 55,838,740 shares against 58,299,405 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $194.2M | 9,152,511 | 0.00% | 8q | +11.5%+$20.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $89.9M | 4,234,326 | 0.00% | 2q | +7.5%+$6.3M |
| FMR LLC | $70.3M | 3,312,579 | 0.00% | 29q | -38.7%-$44.5M |
| DIMENSIONAL FUND ADVISORS LP | $58.2M | 2,744,730 | 0.01% | 31q | +14.6%+$7.4M |
| STATE STREET CORP | $53.3M | 2,468,483 | 0.00% | 31q | +7.5%+$3.7M |
| GOLDMAN SACHS GROUP INC | $51.1M | 2,407,712 | 0.00% | 31q | +74.9%+$21.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $49.4M | 2,327,538 | 0.00% | 2q | +2.3%+$1.1M |
| IEQ CAPITAL, LLC | $37.6M | 1,770,257 | 0.17% | 18q | -54.7%-$45.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 1,468,034 | 0.00% | 31q | +8.3%+$2.4M |
| Bragg Financial Advisors, Inc | $25.2M | 1,189,215 | 0.68% | 16q | +5.9%+$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.5M | 1,155,346 | 0.00% | 31q | -8.9%-$2.4M |
| Sixth Street Partners Management Company, L.P. | $24.5M | 1,155,346 | 0.00% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $23.4M | 1,104,571 | 0.00% | 20q | -12.1%-$3.2M |
| Huber Capital Management LLC | $22.5M | 1,061,869 | 3.32% | 25q | -37.6%-$13.6M |
| MORGAN STANLEY | $22.2M | 1,047,419 | 0.00% | 35q | +33.6%+$5.6M |
| Bank of New York Mellon Corp | $18.9M | 888,866 | 0.00% | 31q | +3.9%+$714.9K |
| AMERICAN CENTURY COMPANIES INC | $18.1M | 853,179 | 0.01% | 29q | +148.8%+$10.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $17.7M | 831,810 | 0.05% | 3q | +12.8%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $15.3M | 720,150 | 0.01% | 30q | +150.6%+$9.2M |
| MILLENNIUM MANAGEMENT LLC | $15.1M | 709,357 | 0.01% | 25q | +295.4%+$11.2M |
| NORTHERN TRUST CORP | $14.3M | 675,057 | 0.00% | 31q | +12.1%+$1.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.8M | 651,996 | 0.24% | 7q | -2.6%-$362.3K |
| Invesco Ltd. | $12.3M | 579,041 | 0.00% | 31q | +8.9%+$1.0M |
| CITADEL ADVISORS LLC | $11.1M | 437,058 | 0.00% | 31q | +180.4%+$7.1M |
| MARSHALL WACE, LLP | $8.7M | 410,710 | 0.01% | 11q | +687.8%+$7.6M |
| VICTORY CAPITAL MANAGEMENT INC | $8.4M | 394,376 | 0.00% | 28q | +8.4%+$649.9K |
| Public Sector Pension Investment Board | $7.7M | 360,568 | 0.01% | 31q | +93.4%+$3.7M |
| Advisors Asset Management, Inc. | $7.6M | 357,337 | 0.12% | 7q | +35.4%+$2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.5M | 354,744 | 0.13% | 4q | -2.5%-$195.2K |
| VANGUARD FIDUCIARY TRUST CO | $7.4M | 348,824 | 0.00% | 2q | +1.3%+$95.1K |
| PANAGORA ASSET MANAGEMENT INC | $6.8M | 321,099 | 0.02% | 8q | +27.3%+$1.5M |
| PRINCIPAL FINANCIAL GROUP INC | $6.5M | 307,996 | 0.00% | 31q | +1.3%+$86.5K |
| BANK OF AMERICA CORP /DE/ | $6.3M | 294,594 | 0.00% | 31q | +51.2%+$2.1M |
| Qube Research & Technologies Ltd | $6.1M | 286,621 | 0.01% | 19q | +16.8%+$873.3K |
| Creative Planning | $5.8M | 271,002 | 0.00% | 6q | +181.8%+$3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5.6M | 262,831 | 0.01% | 7q | +1.6%+$85.2K |
| Miller Value Partners, LLC | $5.5M | 258,000 | 1.29% | 4q | +115.0%+$2.9M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.3M | 251,447 | 0.17% | 2q | -8.0%-$465.2K |
| Empowered Funds, LLC | $5.0M | 236,744 | 0.03% | 4q | -1.7%-$84.5K |
| Balyasny Asset Management L.P. | $5.0M | 234,921 | 0.01% | 4q | -60.6%-$7.7M |
| FIRST TRUST ADVISORS LP | $4.7M | 221,265 | 0.00% | 7q | +12.6%+$525.0K |
| Russell Investments Group, Ltd. | $4.1M | 192,157 | 0.00% | 31q | +12.8%+$461.6K |
| SEI INVESTMENTS CO | $4.0M | 188,883 | 0.00% | 10q | -22.9%-$1.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.9M | 182,312 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $3.9M | 182,289 | 0.01% | 7q | -21.2%-$1.0M |
| XTX Topco Ltd | $3.8M | 180,319 | 0.05% | 2q | +595.4%+$3.3M |
| UBS Group AG | $3.8M | 179,366 | 0.00% | 31q | -18.6%-$867.3K |
| Allianz Asset Management GmbH | $3.6M | 170,109 | 0.00% | 2q | +40.0%+$1.0M |
| Nuveen, LLC | $3.6M | 168,344 | 0.00% | 6q | +13.6%+$427.1K |
| Corient Private Wealth LP | $3.5M | 165,512 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $3.4M | 158,362 | 0.00% | 31q | -47.0%-$3.0M |
| Trexquant Investment LP | $3.3M | 157,506 | 0.02% | 3q | -42.6%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 23,495 | 0.00% | 31q | -21.5%-$902.2K |
| Inspire Advisors, LLC | $3.3M | 154,942 | 0.23% | 5q | +5.7%+$176.5K |
| Sepio Capital, LP | $3.1M | 144,609 | 0.15% | 3q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3.0M | 143,592 | 0.20% | 3q | +13.0%+$350.1K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 142,832 | 0.00% | 7q | +23.9%+$584.3K |
| Quantinno Capital Management LP | $3.0M | 141,470 | 0.00% | 5q | +198.1%+$2.0M |
| RHUMBLINE ADVISERS | $2.9M | 136,873 | 0.00% | 31q | -7.8%-$244.2K |
| Susquehanna Portfolio Strategies, LLC | $2.9M | 136,656 | 0.05% | 2q | +15.3%+$385.2K |
| Vanguard Global Advisers, LLC | $2.9M | 135,250 | 0.00% | 2q | +23.6%+$548.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $2.8M | 131,517 | 0.03% | 9q | -26.8%-$1.0M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.8M | 131,437 | 0.02% | new | NEW |
| Jump Financial, LLC | $2.7M | 127,100 | 0.02% | 2q | +194.3%+$1.8M |
| Lido Advisors, LLC | $2.7M | 124,926 | 0.01% | 4q | HELD |
| JANE STREET GROUP, LLC | $2.5M | options only | 0.00% | 25q | OPTIONS |
| Legal & General Group Plc | $2.5M | 118,017 | 0.00% | 31q | -6.9%-$186.7K |
| TWO SIGMA INVESTMENTS, LP | $2.4M | 115,280 | 0.00% | 2q | +753.9%+$2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 114,141 | 0.00% | 31q | -10.5%-$284.0K |
| CLARK ESTATES INC/NY | $2.4M | 113,000 | 0.55% | 6q | HELD |
| ALGERT GLOBAL LLC | $2.3M | 109,568 | 0.03% | 13q | -3.5%-$84.7K |
| Swiss National Bank | $2.2M | 105,000 | 0.00% | 31q | +2.1%+$46.7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.2M | 101,959 | 0.00% | 5q | -0.6%-$12.0K |
| D. E. Shaw & Co., Inc. | $2.1M | 98,304 | 0.00% | 31q | -46.2%-$1.8M |
| Venture Visionary Partners LLC | $1.9M | 91,367 | 0.05% | new | NEW |
| Point72 Asset Management, L.P. | $1.9M | 90,403 | 0.00% | 2q | -47.9%-$1.8M |
| Cerity Partners LLC | $1.9M | 90,139 | 0.00% | 5q | +34.5%+$490.7K |
| SEGALL BRYANT & HAMILL, LLC | $1.8M | 85,860 | 0.02% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 83,200 | 0.00% | 2q | +30.2%+$409.5K |
| ROYAL BANK OF CANADA | $1.8M | 82,978 | 0.00% | 31q | +468.3%+$1.5M |
| Range Financial Group LLC | $1.8M | 82,907 | 0.48% | 3q | +2.4%+$40.5K |
| BEACON FINANCIAL GROUP | $1.6M | 76,108 | 0.15% | 4q | HELD |
| ExodusPoint Capital Management, LP | $1.6M | 74,030 | 0.01% | new | NEW |
| LPL Financial LLC | $1.5M | 72,880 | 0.00% | 12q | +3.8%+$56.2K |
| JPMORGAN CHASE & CO | $1.5M | 68,727 | 0.00% | 31q | -7.8%-$125.0K |
| WELLS FARGO & COMPANY/MN | $1.4M | 67,585 | 0.00% | 31q | +12.2%+$155.9K |
| IMC-Chicago, LLC | $1.4M | options only | 0.00% | 2q | OPTIONS |
| OSAIC HOLDINGS, INC. | $1.3M | 63,228 | 0.00% | 26q | +2079.5%+$1.3M |
| Mork Capital Management, LLC | $1.3M | 62,610 | 0.85% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 61,060 | 0.00% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $1.3M | 71,528 | 0.00% | 31q | -1.2%-$16.2K |
| DEUTSCHE BANK AG\ | $1.3M | 59,325 | 0.00% | 34q | +22.7%+$233.0K |
| Engineers Gate Manager LP | $1.2M | 58,810 | 0.02% | 14q | +62.0%+$477.4K |
| Kendall Capital Management | $1.2M | 58,130 | 0.21% | 24q | -17.8%-$266.8K |
| State of Tennessee, Department of Treasury | $1.2M | 57,072 | 0.00% | 31q | -16.8%-$243.8K |
| GUGGENHEIM CAPITAL LLC | $1.2M | 56,129 | 0.01% | 5q | +35.3%+$310.9K |
| PRUDENTIAL FINANCIAL INC | $1.2M | 55,472 | 0.00% | 31q | +1.8%+$21.0K |
| BARCLAYS PLC | $1.2M | 55,050 | 0.00% | 31q | +10.8%+$113.9K |
| EntryPoint Capital, LLC | $1.2M | 54,793 | 0.28% | 2q | +205.9%+$782.6K |
| CAPITAL FUND MANAGEMENT S.A. | $1.0M | 48,430 | 0.00% | 3q | +45.5%+$321.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 5.7% |
| 2026-07-22 | 13G/A | Allred Aaron R INDIVIDUAL | 3.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | $1.2B | 55,838,740 | 39 | 95 | 58 | 0.8% |
| Q1 2026 | 225 | $965.8M | 53,277,029 | 34 | 85 | 60 | 0.5% |
| Q4 2025 | 216 | $921.0M | 52,402,943 | 33 | 78 | 70 | 0.4% |
| Q3 2025 | 236 | $1.2B | 50,974,775 | 39 | 79 | 81 | 0.7% |
| Q2 2025 | 231 | $1.3B | 50,250,626 | 39 | 97 | 60 | 0.4% |
| Q1 2025 | 222 | $1.1B | 46,125,314 | 35 | 89 | 67 | 0.3% |
| Q4 2024 | 219 | $1.3B | 44,769,072 | 23 | 81 | 68 | 0.2% |
| Q3 2024 | 222 | $1.4B | 43,410,291 | 24 | 91 | 74 | 0.3% |
| Q2 2024 | 224 | $1.4B | 45,953,523 | 34 | 89 | 67 | 0.2% |
| Q1 2024 | 214 | $1.5B | 43,947,445 | 30 | 69 | 70 | 0.4% |
| Q4 2023 | 205 | $1.5B | 43,738,892 | 31 | 53 | 76 | 0.3% |
| Q3 2023 | 183 | $1.3B | 43,303,031 | 17 | 63 | 69 | 0.3% |
| Q2 2023 | 188 | $1.5B | 46,730,306 | 37 | 59 | 68 | 0.4% |
| Q1 2023 | 174 | $1.4B | 53,838,428 | 27 | 45 | 65 | 2.8% |
| Q4 2022 | 163 | $978.7M | 42,407,514 | 33 | 49 | 55 | 2.3% |
| Q3 2022 | 206 | $863.2M | 47,554,683 | 27 | 61 | 79 | 3.4% |
| Q2 2022 | 215 | $1.0B | 49,633,571 | 28 | 53 | 95 | 4.3% |
| Q1 2022 | 220 | $1.3B | 51,775,756 | 36 | 80 | 64 | 1.7% |
| Q4 2021 | 250 | $2.4B | 48,334,835 | 27 | 87 | 89 | 2.5% |
| Q3 2021 | 275 | $2.9B | 50,944,029 | 40 | 71 | 116 | 1.1% |
| Q2 2021 | 282 | $2.8B | 52,229,561 | 41 | 117 | 83 | 1.2% |
| Q1 2021 | 273 | $2.9B | 50,296,718 | 53 | 69 | 112 | 1.3% |
| Q4 2020 | 249 | $2.0B | 50,631,585 | 38 | 68 | 87 | 1.6% |
| Q3 2020 | 246 | $1.6B | 52,438,275 | 49 | 73 | 78 | 1.8% |
| Q2 2020 | 209 | $1.5B | 54,074,414 | 35 | 47 | 92 | 1.0% |
| Q1 2020 | 203 | $768.3M | 53,848,672 | 23 | 66 | 82 | 0.9% |
| Q4 2019 | 230 | $1.8B | 58,447,828 | 29 | 72 | 87 | 4.0% |
| Q3 2019 | 232 | $1.5B | 56,367,787 | 43 | 82 | 70 | 4.3% |
| Q2 2019 | 216 | $1.6B | 57,172,739 | 43 | 83 | 52 | 6.1% |
| Q1 2019 | 205 | $1.2B | 53,021,041 | 59 | 67 | 51 | 7.6% |
| Q4 2018 | 181 | $926.7M | 50,547,619 | 7 | 2 | 3 | 11.7% |