Upbound Group, Inc. (UPBD) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

60,095,455Shares Outstanding
331,746Shares held by institutions
$6,269,999Value of institutional holdings
13.53%Institutional ownership %
0.44%Shares Changed QoQ
42No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Upbound Group, Inc. (NASDAQ:UPBD) currently has 42 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

261 Institutional Holders

331,746 Total Shares Held
Download Data
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