Upbound Group, Inc. (UPBD) Institutional Ownership

Institutions by Trading Activity

60,095,455Shares Outstanding

18,146Shares held by institutions

$360,017Value of institutional holdings

0.08%Institutional ownership %

27.43%Shares Changed QoQ

6No. of institutional investors

The institutional landscape for Upbound Group, Inc. (NASDAQ:UPBD) includes 6 filers as of the latest reporting cycle ending December 2025.

The percentage of Upbound Group owned by institutions changed from 89.4% in September 2025 to 0.1% in December 2025, marking a slight down trend.
On a quarter-over-quarter basis, institutional holdings shifted by 27.43%, with a year-over-year a decrease of 97.52% in the count of filers.
Of these 6 institutional investors, 2 increased their holdings in Upbound Group, while 3 of them reduced positions, and 1 investors maintained their exposure.
The total number of shares held by institutions in Upbound Group increased to 49.23K as of December 2025, a net change of up by 10.60K shares quarter on quarter, and down 46.53Mn shares year over year.
SG Americas Securities, LLC's holding of 27.03K shares as of December 31, 2025 makes it the primary institutional investor in Upbound Group, owning 0.04% of the stock.
Among the most significant buyers of Upbound Group during December 2025 were SG Americas Securities, LLC (11.21K), Versant Capital Management, Inc (739).
Leading sellers of Upbound Group stock in December 2025 included GAMMA Investing LLC (1.17K), MassMutual Private Wealth & Trust, FSB (95), True Wealth Design, LLC (92).
The top 6 institutional holders of Upbound Group for the quarter ending December 2025 included SG Americas Securities, LLC (27.03K), Diversified Trust Co (18.15K), GAMMA Investing LLC (2.62K), Versant Capital Management, Inc (1.19K), True Wealth Design, LLC (240), MassMutual Private Wealth & Trust, FSB (4).

18,146 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	30 Sep, 2025	7,986,077	-189,561	-2.32%	$188,711,001.00
VANGUARD GROUP INC	30 Sep, 2025	6,901,150	43,080	0.63%	$163,074,175.00
FMR LLC	30 Sep, 2025	4,927,820	311,721	6.75%	$116,444,384.00
IEQ CAPITAL, LLC	30 Sep, 2025	4,123,127	-411,987	-9.08%	$97,429,499.00
LSV ASSET MANAGEMENT	30 Sep, 2025	2,532,951	491,536	24.08%	$59,854.00
STATE STREET CORP	30 Sep, 2025	2,164,378	78,814	3.78%	$52,000,853.00
DIMENSIONAL FUND ADVISORS LP	30 Sep, 2025	2,140,754	-29,309	-1.35%	$50,589,249.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	1,296,119	-45,228	-3.37%	$30,631,598.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	1,255,874	472,550	60.33%	$29,676,302.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	30 Sep, 2025	1,144,294	53,653	4.92%	$27,039,667.00
Bragg Financial Advisors, Inc	30 Sep, 2025	985,889	96,246	10.82%	$23,296,558.00
Huber Capital Management LLC	30 Sep, 2025	965,270	390,331	67.89%	$22,809,330.00
Bank of New York Mellon Corp	30 Sep, 2025	774,661	-16,965	-2.14%	$18,305,233.00
MORGAN STANLEY	30 Sep, 2025	768,483	-36,051	-4.48%	$18,159,270.00
Nuveen, LLC	30 Sep, 2025	698,712	-233,096	-25.02%	$16,510,564.00
Qube Research & Technologies Ltd	30 Sep, 2025	662,760	-121,237	-15.46%	$15,661,019.00
NORTHERN TRUST CORP	30 Sep, 2025	622,079	-9,130	-1.45%	$14,699,727.00
KENNEDY CAPITAL MANAGEMENT LLC	30 Sep, 2025	592,301	5,376	0.92%	$13,996,073.00
GOLDMAN SACHS GROUP INC	30 Sep, 2025	468,602	-10,204	-2.13%	$11,073,073.00
CITADEL ADVISORS LLC	30 Sep, 2025	440,665	440,665	0.00%	$10,412,914.00

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