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Upbound Group (UPBD) Institutional Ownership

$30.15 +0.74 (+2.52%)
(As of 12/20/2024 05:31 PM ET)
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)
$234.72M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$101.55M
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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
12/19/2024 Principal Financial Group Inc.231,053$7.39M0.0%-3.9%0.422%
11/27/2024 Franklin Resources Inc.32,791$963K0.0%+29.0%0.060%
11/25/2024 Sanctuary Advisors LLC7,505$254K0.0%-5.3%0.014%
11/20/2024 Virtu Financial LLC7,158$229K0.0%N/A0.013%
11/16/2024 Geode Capital Management LLC1,217,880$38.97M0.0%+4.7%2.226%
11/15/2024 Barclays PLC316,225$10.12M0.0%+42.5%0.578%
11/15/2024 Y Intercept Hong Kong Ltd33,862$1.08M0.1%+32.8%0.062%
11/15/2024 First National Bank of Omaha76,187$2.44M0.2%-8.0%0.139%
11/15/2024 Jane Street Group LLC80,123$2.56M0.0%+23.9%0.146%
11/15/2024 Wellington Management Group LLP405,569$12.97M0.0%+2,864.5%0.741%
11/15/2024 State Street Corp2,028,224$64.88M0.0%+2.2%3.708%
11/15/2024 Quarry LP3,282$105K0.0%+374.3%0.006%
11/15/2024 Redwood Investment Management LLC14,916$484K0.0%-14.6%0.027%
11/15/2024 Philadelphia Financial Management of San Francisco LLC126,139$4.04M0.6%N/A0.231%
11/15/2024 Point72 Asset Management L.P.30,373$972K0.0%N/A0.056%
11/15/2024 Jacobs Levy Equity Management Inc.25,799$825K0.0%-42.9%0.047%
11/15/2024 Centiva Capital LP15,474$495K0.0%-27.2%0.028%
11/14/2024 Edgestream Partners L.P.32,991$1.06M0.0%-76.5%0.060%
11/14/2024 Verition Fund Management LLC154,093$4.93M0.0%-42.2%0.282%
11/14/2024 Martingale Asset Management L P50,691$1.62M0.0%-40.9%0.093%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,583$3.79M0.0%-1.4%0.217%
11/14/2024 Public Sector Pension Investment Board103,292$3.30M0.0%+4.8%0.189%
11/14/2024 Blueshift Asset Management LLC7,259$232K0.1%N/A0.013%
11/13/2024 BNP Paribas Financial Markets127,862$4.09M0.0%-7.1%0.234%
11/13/2024 Quantbot Technologies LP66,177$2.12M0.1%N/A0.121%
11/13/2024 FMR LLC4,320,993$138.23M0.0%-25.0%7.899%
11/13/2024 The Manufacturers Life Insurance Company24,880$796K0.0%-4.8%0.045%
11/13/2024 Dynamic Technology Lab Private Ltd23,133$740K0.1%-25.5%0.042%
11/12/2024 Algert Global LLC265,661$8.50M0.2%+82.8%0.486%
11/12/2024 Citigroup Inc.118,042$3.78M0.0%+26.8%0.216%
11/12/2024 Charles Schwab Investment Management Inc.914,047$29.24M0.0%+3.8%1.671%
11/9/2024 Landscape Capital Management L.L.C.98,605$3.15M0.3%-9.1%0.180%
11/9/2024 Intech Investment Management LLC95,989$3.07M0.0%+288.6%0.175%
11/8/2024 Segall Bryant & Hamill LLC102,811$3.29M0.0%+1.7%0.188%
11/7/2024 Quest Partners LLC6,682$214K0.0%-75.9%0.012%
11/7/2024 Thrivent Financial for Lutherans94,129$3.01M0.0%+1.1%0.172%
11/6/2024 Natixis Advisors LLC10,291$329K0.0%N/A0.019%
11/6/2024 Cornercap Investment Counsel Inc.15,210$487K0.1%-51.4%0.028%
11/6/2024 MQS Management LLC11,805$378K0.2%+23.3%0.022%
11/5/2024 Victory Capital Management Inc.98,421$3.15M0.0%+153.0%0.180%
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11/5/2024 GSA Capital Partners LLP9,413$301K0.0%-68.1%0.017%
11/2/2024 Covestor Ltd1,136$37K0.0%+268.8%0.002%
11/1/2024 Summit Global Investments37,997$1.22M0.1%N/A0.069%
10/31/2024 Principal Financial Group Inc.231,053$7.39M0.0%-3.9%0.423%
10/31/2024 Olympiad Research LP10,491$336K0.2%N/A0.019%
10/30/2024 Amalgamated Bank14,491$464K0.0%+3.5%0.026%
10/25/2024 New York State Teachers Retirement System80,578$2.58M0.0%+0.5%0.147%
10/25/2024 Trajan Wealth LLC6,265$200K0.0%N/A0.011%
10/24/2024 Nisa Investment Advisors LLC11,530$369K0.0%-9.3%0.021%
10/24/2024 State of Alaska Department of Revenue27,773$888K0.0%+5.6%0.051%
10/23/2024 Louisiana 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%
10/16/2024 nVerses Capital LLC6,000$192K0.1%N/A0.011%
10/10/2024 Exchange 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%
9/16/2024 Point72 DIFC Ltd801$25K0.0%-82.3%0.001%
9/16/2024 Point72 Asia Singapore Pte. Ltd.986$30K0.0%-82.9%0.002%
9/5/2024 Sanctuary Advisors LLC7,922$257K0.0%N/A0.014%
8/23/2024 Aristides Capital LLC6,926$213K0.1%N/A0.013%
8/16/2024 Algert Global LLC145,316$4.46M0.1%-17.0%0.266%
8/15/2024 The Manufacturers Life Insurance Company26,123$802K0.0%+5.3%0.048%
8/15/2024 Millennium Management LLC101,935$3.13M0.0%-4.0%0.187%
8/15/2024 Engaged Capital LLC1,167,051$35.83M6.1%-29.9%2.136%
8/15/2024 AQR Capital Management LLC30,716$943K0.0%-8.0%0.056%
8/15/2024 Caxton Associates LP31,137$956K0.0%N/A0.057%
8/15/2024 Point72 Asia Singapore Pte. Ltd.986$30K0.0%-82.9%0.002%
8/14/2024 Squarepoint Ops LLC19,343$594K0.0%-14.3%0.035%
8/14/2024 Cubist Systematic Strategies LLC70,681$2.17M0.0%+4,547.0%0.129%
8/14/2024 Point72 DIFC Ltd801$25K0.0%-82.3%0.001%
8/14/2024 Marshall Wace LLP395,888$12.15M0.0%+1,903.6%0.724%
8/14/2024 Interval Partners LP65,301$2.01M0.0%-32.1%0.119%
8/14/2024 Bank of Montreal Can179,355$5.61M0.0%N/A0.328%
8/14/2024 Lombard Odier Asset Management USA Corp8,513$261K0.0%N/A0.016%
8/14/2024 Public Sector Pension Investment Board98,592$3.03M0.0%+8.0%0.180%
8/14/2024 ProShare Advisors LLC16,132$495K0.0%+52.3%0.030%
8/13/2024 Huber Capital Management LLC745,299$22.88M5.2%+51.4%1.364%
8/13/2024 Thrivent Financial for Lutherans93,097$2.86M0.0%-3.9%0.170%
8/13/2024 Sei Investments Co.11,090$340K0.0%+26.1%0.020%
8/13/2024 Canada Pension Plan Investment Board45,300$1.39M0.0%+40.2%0.083%
8/12/2024 Ieq Capital LLC4,827,021$148.19M2.0%+112.7%8.836%
8/12/2024 Intech Investment Management LLC24,704$758K0.0%N/A0.045%
8/12/2024 Inspire Investing LLC11,514$353K0.0%+13.8%0.021%
8/12/2024 MQS Management LLC9,571$294K0.2%N/A0.018%
8/12/2024 Optimist Retirement Group LLC7,075$217K0.1%-29.1%0.013%
8/12/2024 Hsbc Holdings PLC72,275$2.21M0.0%+49.5%0.132%
8/9/2024 Edgestream Partners L.P.140,632$4.32M0.2%+2.6%0.257%
8/9/2024 Renaissance Technologies LLC23,012$706K0.0%-29.0%0.042%
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8/9/2024 Dimensional Fund Advisors LP2,173,377$66.72M0.0%-0.6%3.978%
8/8/2024 CoreCap Advisors LLC19,737$606K0.1%N/A0.036%
8/8/2024 Federated Hermes Inc.283,192$8.69M0.0%-0.2%0.518%
8/8/2024 Meeder Asset Management Inc.1,381$42K0.0%N/A0.003%
8/8/2024 American Century Companies Inc.211,520$6.49M0.0%-64.2%0.387%
8/7/2024 Texas Permanent School Fund Corp63,332$1.94M0.0%+62.5%0.116%
8/7/2024 Ashton Thomas Private Wealth LLC2,886$89K0.0%N/A0.005%
8/6/2024 Quest Partners LLC27,766$852K0.1%+18.3%0.051%
8/5/2024 Victory Capital Management Inc.38,895$1.19M0.0%+8.9%0.071%
8/1/2024 Rhumbline Advisers142,307$4.37M0.0%-1.3%0.260%
(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, 181 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 160 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 28,091,857 shares in the last 24 months. This purchase volume represents approximately $847.60M 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 3,211,959 shares in the last 24 months. This volume of shares sold represents approximately $102.11M in transactions.


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This page (NASDAQ:UPBD) was last updated on 12/21/2024 by MarketBeat.com Staff
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