Upbound Group, Inc. (UPBD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

58,262,759Shares Outstanding

611,656Shares held by institutions

$12,355,451Value of institutional holdings

92.91%Institutional ownership %

5.73%Shares Changed QoQ

223No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Upbound Group, Inc. (NASDAQ:UPBD) includes 223 filers as of the latest reporting cycle ending December 2025.

Upbound saw its institutional ownership percentage rose to 92.9% in December 2025 from 92.2% in September 2025.
Institutional share ownership changed by 5.73% QoQ, while the number of institutional owners saw a decrease of 7.85% YoY.
Of these 223 institutional investors, 118 increased their holdings in Upbound, while 77 of them reduced positions, and 28 investors maintained their exposure.
Collectively, institutional investors increased their stake in Upbound to 54.13Mn shares as of December 2025, a change that is up by 2.93Mn shares quarter on quarter and up 7.55Mn shares year over year.
With 8.14Mn shares, BlackRock, Inc. commands the largest institutional position in Upbound as of December 31, 2025, equating to 13.97% of the company.
Among the most significant buyers of Upbound during December 2025 were Huber Capital Management LLC (773.77K), MILLENNIUM MANAGEMENT LLC (303.28K), FMR LLC (269.54K), GOLDMAN SACHS GROUP INC (258.34K), STATE STREET CORP (246.15K).
Leading sellers of Upbound stock in December 2025 included BANK OF AMERICA CORP /DE/ (215.32K), TrueMark Investments, LLC (190.24K), Nuveen, LLC (184.06K), JPMORGAN CHASE & CO (168.71K), CITADEL ADVISORS LLC (145.58K).
The top 10 institutional holders of Upbound for the quarter ending December 2025 included BlackRock, Inc. (8.14Mn), VANGUARD GROUP INC (7.13Mn), FMR LLC (5.20Mn), IEQ CAPITAL, LLC (4.10Mn), LSV ASSET MANAGEMENT (2.52Mn), STATE STREET CORP (2.41Mn), DIMENSIONAL FUND ADVISORS LP (2.07Mn), Huber Capital Management LLC (1.74Mn), WELLINGTON MANAGEMENT GROUP LLP (1.32Mn), GEODE CAPITAL MANAGEMENT, LLC (1.28Mn).

223 Institutional Holders

611,656 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	8,136,983	150,906	1.89%	$142,885,423.00
VANGUARD GROUP INC	31 Dec, 2025	7,132,443	231,293	3.35%	$125,245,699.00
FMR LLC	31 Dec, 2025	5,197,356	269,536	5.47%	$91,265,566.00
IEQ CAPITAL, LLC	31 Dec, 2025	4,101,233	-21,894	-0.53%	$72,017,651.00
LSV ASSET MANAGEMENT	31 Dec, 2025	2,515,279	-17,672	-0.70%	$44,168.00
STATE STREET CORP	31 Dec, 2025	2,410,524	246,146	11.37%	$43,219,687.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,067,567	-73,187	-3.42%	$36,306,241.00
Huber Capital Management LLC	31 Dec, 2025	1,739,045	773,775	80.16%	$30,537,630.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,315,672	59,798	4.76%	$23,103,200.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,279,100	-17,019	-1.31%	$22,464,942.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,235,539	91,245	7.97%	$21,696,065.00
Bragg Financial Advisors, Inc	31 Dec, 2025	1,105,047	119,158	12.09%	$19,404,626.00
Bank of New York Mellon Corp	31 Dec, 2025	869,798	95,137	12.28%	$15,273,646.00
MORGAN STANLEY	31 Dec, 2025	808,377	39,894	5.19%	$14,195,140.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	726,944	258,342	55.13%	$12,765,130.00
KENNEDY CAPITAL MANAGEMENT LLC	31 Dec, 2025	672,289	79,988	13.50%	$11,805,395.00
NORTHERN TRUST CORP	31 Dec, 2025	595,041	-27,038	-4.35%	$10,448,920.00
Qube Research & Technologies Ltd	31 Dec, 2025	550,651	-112,109	-16.92%	$9,669,432.00
Nuveen, LLC	31 Dec, 2025	514,649	-184,063	-26.34%	$9,037,236.00
BALYASNY ASSET MANAGEMENT L.P.	31 Dec, 2025	441,351	208,872	89.85%	$7,750,124.00

1 - 20 of 223

Research Tools