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Upbound Group (UPBD) Institutional Ownership

$29.54 +0.04 (+0.14%)
As of 01/17/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$237.95M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$101.14M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Secure Asset Management LLC56,832$1.66M0.3%+12.8%0.104%
1/17/2025 Inspire Investing LLC13,798$402K0.0%+6.3%0.025%
1/17/2025 SG Americas Securities LLC15,103$441K0.0%+240.2%0.028%
1/17/2025 Nisa Investment Advisors LLC16,543$489K0.0%+43.5%0.030%
1/15/2025 Hennion & Walsh Asset Management Inc.14,857$433K0.0%-6.5%0.027%
1/13/2025 Moody National Bank Trust Division8,274$241K0.0%N/A0.015%
12/26/2024JPMorgan Chase & Co.182,397$5.84M0.0%+130.3%0.333%
12/19/2024Principal Financial Group Inc.231,053$7.39M0.0%-3.9%0.422%
11/27/2024Franklin Resources Inc.32,791$963K0.0%+29.0%0.060%
11/25/2024Sanctuary Advisors LLC7,505$254K0.0%-5.3%0.014%
11/20/2024Virtu Financial LLC7,158$229K0.0%N/A0.013%
11/16/2024Geode Capital Management LLC1,217,880$38.97M0.0%+4.7%2.226%
11/15/2024Barclays PLC316,225$10.12M0.0%+42.5%0.578%
11/15/2024Y Intercept Hong Kong Ltd33,862$1.08M0.1%+32.8%0.062%
11/15/2024First National Bank of Omaha76,187$2.44M0.2%-8.0%0.139%
11/15/2024Jane Street Group LLC80,123$2.56M0.0%+23.9%0.146%
11/15/2024Wellington Management Group LLP405,569$12.97M0.0%+2,864.5%0.741%
11/15/2024State Street Corp2,028,224$64.88M0.0%+2.2%3.708%
11/15/2024Quarry LP3,282$105K0.0%+374.3%0.006%
11/15/2024Redwood Investment Management LLC14,916$484K0.0%-14.6%0.027%
11/15/2024Philadelphia Financial Management of San Francisco LLC126,139$4.04M0.6%N/A0.231%
11/15/2024Point72 Asset Management L.P.30,373$972K0.0%N/A0.056%
11/15/2024Jacobs Levy Equity Management Inc.25,799$825K0.0%-42.9%0.047%
11/15/2024Centiva Capital LP15,474$495K0.0%-27.2%0.028%
11/14/2024Edgestream Partners L.P.32,991$1.06M0.0%-76.5%0.060%
11/14/2024Verition Fund Management LLC154,093$4.93M0.0%-42.2%0.282%
11/14/2024Martingale Asset Management L P50,691$1.62M0.0%-40.9%0.093%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,583$3.79M0.0%-1.4%0.217%
11/14/2024Public Sector Pension Investment Board103,292$3.30M0.0%+4.8%0.189%
11/14/2024Blueshift Asset Management LLC7,259$232K0.1%N/A0.013%
11/13/2024BNP Paribas Financial Markets127,862$4.09M0.0%-7.1%0.234%
11/13/2024Quantbot Technologies LP66,177$2.12M0.1%N/A0.121%
11/13/2024FMR LLC4,320,993$138.23M0.0%-25.0%7.899%
11/13/2024The Manufacturers Life Insurance Company24,880$796K0.0%-4.8%0.045%
11/13/2024Dynamic Technology Lab Private Ltd23,133$740K0.1%-25.5%0.042%
11/12/2024Algert Global LLC265,661$8.50M0.2%+82.8%0.486%
11/12/2024Citigroup Inc.118,042$3.78M0.0%+26.8%0.216%
11/12/2024Charles Schwab Investment Management Inc.914,047$29.24M0.0%+3.8%1.671%
11/9/2024Landscape Capital Management L.L.C.98,605$3.15M0.3%-9.1%0.180%
11/9/2024Intech Investment Management LLC95,989$3.07M0.0%+288.6%0.175%
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11/8/2024Segall Bryant & Hamill LLC102,811$3.29M0.0%+1.7%0.188%
11/7/2024Quest Partners LLC6,682$214K0.0%-75.9%0.012%
11/7/2024Thrivent Financial for Lutherans94,129$3.01M0.0%+1.1%0.172%
11/6/2024Natixis Advisors LLC10,291$329K0.0%N/A0.019%
11/6/2024Cornercap Investment Counsel Inc.15,210$487K0.1%-51.4%0.028%
11/6/2024MQS Management LLC11,805$378K0.2%+23.3%0.022%
11/5/2024Victory Capital Management Inc.98,421$3.15M0.0%+153.0%0.180%
11/5/2024GSA Capital Partners LLP9,413$301K0.0%-68.1%0.017%
11/2/2024Covestor Ltd1,136$37K0.0%+268.8%0.002%
11/1/2024Summit Global Investments37,997$1.22M0.1%N/A0.069%
10/31/2024Principal Financial Group Inc.231,053$7.39M0.0%-3.9%0.423%
10/31/2024Olympiad Research LP10,491$336K0.2%N/A0.019%
10/30/2024Amalgamated Bank14,491$464K0.0%+3.5%0.026%
10/25/2024New York State Teachers Retirement System80,578$2.58M0.0%+0.5%0.147%
10/25/2024Trajan Wealth LLC6,265$200K0.0%N/A0.011%
10/24/2024 Nisa Investment Advisors LLC11,530$369K0.0%-9.3%0.021%
10/24/2024State of Alaska Department of Revenue27,773$888K0.0%+5.6%0.051%
10/23/2024Louisiana State Employees Retirement System23,500$752K0.0%+4.4%0.043%
10/18/2024Blue Trust Inc.1,566$48K0.0%+40.1%0.003%
10/16/2024 Secure Asset Management LLC50,376$1.61M0.3%+22.5%0.092%
10/16/2024nVerses Capital LLC6,000$192K0.1%N/A0.011%
10/10/2024Exchange Traded Concepts LLC9,992$320K0.0%-8.1%0.018%
10/10/2024 Inspire Investing LLC12,980$415K0.0%+12.7%0.024%
10/10/2024 Ritholtz Wealth Management7,134$228K0.0%-37.7%0.013%
10/3/2024 SG Americas Securities LLC4,440$142K0.0%N/A0.008%
9/16/2024Point72 DIFC Ltd801$25K0.0%-82.3%0.001%
9/16/2024Point72 Asia Singapore Pte. Ltd.986$30K0.0%-82.9%0.002%
9/5/2024Sanctuary Advisors LLC7,922$257K0.0%N/A0.014%
8/23/2024Aristides Capital LLC6,926$213K0.1%N/A0.013%
8/16/2024Algert Global LLC145,316$4.46M0.1%-17.0%0.266%
8/15/2024The Manufacturers Life Insurance Company26,123$802K0.0%+5.3%0.048%
8/15/2024Millennium Management LLC101,935$3.13M0.0%-4.0%0.187%
8/15/2024Engaged Capital LLC1,167,051$35.83M6.1%-29.9%2.136%
8/15/2024AQR Capital Management LLC30,716$943K0.0%-8.0%0.056%
8/15/2024Caxton Associates LP31,137$956K0.0%N/A0.057%
8/15/2024Point72 Asia Singapore Pte. Ltd.986$30K0.0%-82.9%0.002%
8/14/2024Squarepoint Ops LLC19,343$594K0.0%-14.3%0.035%
8/14/2024Cubist Systematic Strategies LLC70,681$2.17M0.0%+4,547.0%0.129%
8/14/2024Point72 DIFC Ltd801$25K0.0%-82.3%0.001%
8/14/2024Marshall Wace LLP395,888$12.15M0.0%+1,903.6%0.724%
8/14/2024Interval Partners LP65,301$2.01M0.0%-32.1%0.119%
8/14/2024Bank of Montreal Can179,355$5.61M0.0%N/A0.328%
8/14/2024Lombard Odier Asset Management USA Corp8,513$261K0.0%N/A0.016%
8/14/2024Public Sector Pension Investment Board98,592$3.03M0.0%+8.0%0.180%
8/14/2024ProShare Advisors LLC16,132$495K0.0%+52.3%0.030%
8/13/2024Huber Capital Management LLC745,299$22.88M5.2%+51.4%1.364%
8/13/2024Thrivent Financial for Lutherans93,097$2.86M0.0%-3.9%0.170%
8/13/2024Sei Investments Co.11,090$340K0.0%+26.1%0.020%
8/13/2024Canada Pension Plan Investment Board45,300$1.39M0.0%+40.2%0.083%
8/12/2024Ieq Capital LLC4,827,021$148.19M2.0%+112.7%8.836%
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8/12/2024Intech Investment Management LLC24,704$758K0.0%N/A0.045%
8/12/2024 Inspire Investing LLC11,514$353K0.0%+13.8%0.021%
8/12/2024MQS Management LLC9,571$294K0.2%N/A0.018%
8/12/2024Optimist Retirement Group LLC7,075$217K0.1%-29.1%0.013%
8/12/2024Hsbc Holdings PLC72,275$2.21M0.0%+49.5%0.132%
8/9/2024Edgestream Partners L.P.140,632$4.32M0.2%+2.6%0.257%
8/9/2024Renaissance Technologies LLC23,012$706K0.0%-29.0%0.042%
8/9/2024Dimensional Fund Advisors LP2,173,377$66.72M0.0%-0.6%3.978%
8/8/2024CoreCap Advisors LLC19,737$606K0.1%N/A0.036%
8/8/2024Federated Hermes Inc.283,192$8.69M0.0%-0.2%0.518%
(Data available from 1/1/2016 forward)

UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

During the previous two years, 183 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($211.45M), Ieq Capital LLC ($148.19M), FMR LLC ($138.23M), Dimensional Fund Advisors LP ($66.72M), State Street Corp ($64.88M), LSV Asset Management ($59.64M), and Geode Capital Management LLC ($38.97M).Learn more on UPBD's institutional investors.

What percentage of Upbound Group stock is owned by institutional investors?

90.30% of Upbound Group stock is owned by institutional investors. Learn more on UPBD's institutional investor holdings.

Which institutional investors have been buying Upbound Group stock?

Of the 162 institutional investors that purchased Upbound Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.20M), Vanguard Group Inc. ($6.01M), Ieq Capital LLC ($3.99M), LSV Asset Management ($1.69M), Bank of New York Mellon Corp ($901.27K), Charles Schwab Investment Management Inc. ($856.55K), and American Century Companies Inc. ($731.72K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 28,226,293 shares in the last 24 months. This purchase volume represents approximately $851.81M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 69 institutional investors that sold Upbound Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($1.44M), Engaged Capital LLC ($498.66K), American Century Companies Inc. ($379.35K), Verition Fund Management LLC ($112.37K), Edgestream Partners L.P. ($107.64K), Victory Capital Management Inc. ($64.31K), and Fisher Asset Management LLC ($42.67K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 3,212,989 shares in the last 24 months. This volume of shares sold represents approximately $102.14M in transactions.


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This page (NASDAQ:UPBD) was last updated on 1/21/2025 by MarketBeat.com Staff
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