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Upbound Group (UPBD) Institutional Ownership

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$20.37 -0.11 (-0.54%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
141
Total
Institutional Inflows
(last 12 months)
$319.33M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$136.31M
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UPBD Institutional Buying and Selling by Quarter

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Upbound Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025Palouse Capital Management Inc.6,623$159K0.1%+64.3%0.012%
4/15/2025 SG Americas Securities LLC46,796$1.12M0.0%+209.8%0.081%
4/9/2025 Canaan Partners XI LLC38,824$930K1.4%N/A0.068%
4/8/2025 Rhumbline Advisers148,921$3.57M0.0%+3.2%0.259%
4/7/2025 GAMMA Investing LLC12,196$292K0.0%+5,179.7%0.021%
3/24/2025Wellington Management Group LLP559,120$16.31M0.0%+37.9%0.974%
3/18/2025California State Teachers Retirement System43,984$1.28M0.0%-1.1%0.077%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH178,299$5.20M0.0%N/A0.310%
2/18/2025PharVision Advisers LLC10,754$314K0.3%N/A0.020%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC140,151$4.09M0.0%+18.2%0.256%
2/17/2025Voloridge Investment Management LLC147,893$4.31M0.0%+101.7%0.270%
2/17/2025Vident Advisory LLC16,444$480K0.0%N/A0.030%
2/17/2025Twinbeech Capital LP45,979$1.34M0.0%N/A0.084%
2/17/2025Two Sigma Advisers LP20,500$598K0.0%-37.3%0.037%
2/17/2025Tidal Investments LLC17,900$522K0.0%N/A0.033%
2/17/2025Teza Capital Management LLC19,227$561K0.1%-42.1%0.035%
2/17/2025Sherbrooke Park Advisers LLC11,510$336K0.1%N/A0.021%
2/17/2025Rafferty Asset Management LLC12,312$359K0.0%-11.2%0.023%
2/17/2025ProShare Advisors LLC16,071$469K0.0%-27.6%0.029%
2/17/2025Man Group plc69,688$2.03M0.0%-14.7%0.127%
2/17/2025Nuveen Asset Management LLC548,896$16.01M0.0%-19.7%1.003%
2/17/2025Mork Capital Management LLC34,200$998K0.7%N/A0.063%
2/17/2025Millennium Management LLC45,863$1.34M0.0%-77.0%0.084%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.30,515$890K0.0%+3.8%0.056%
2/17/2025Interval Partners LP65,842$1.92M0.0%+21.8%0.120%
2/17/2025Jacobs Levy Equity Management Inc.21,768$635K0.0%-15.6%0.040%
2/17/2025Graham Capital Management L.P.42,452$1.24M0.0%+9.4%0.078%
2/17/2025Deutsche Bank AG47,670$1.39M0.0%+40.4%0.087%
2/17/2025D. E. Shaw & Co. Inc.362,525$10.58M0.0%+13.3%0.663%
2/17/2025CoreCap Advisors LLC24,192$706K0.0%+12.5%0.044%
2/17/2025Corton Capital Inc.7,105$207K0.1%-20.2%0.013%
2/17/2025Cresset Asset Management LLC46,921$1.39M0.0%+5.6%0.086%
2/17/2025Crestline Management LP7,880$230K0.0%N/A0.014%
2/17/2025Cubist Systematic Strategies LLC191,171$5.58M0.0%-18.4%0.349%
2/17/2025Cetera Investment Advisers10,731$313K0.0%-3.3%0.020%
2/17/2025Centiva Capital LP12,545$366K0.0%-18.9%0.023%
2/17/2025Bank of America Corp DE162,143$4.73M0.0%-66.0%0.296%
2/17/2025BNP Paribas Financial Markets168,446$4.91M0.0%+31.7%0.308%
2/17/2025Ameriprise Financial Inc.118,602$3.46M0.0%-1.3%0.217%
2/17/2025Algert Global LLC287,442$8.39M0.2%+8.2%0.525%
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2/17/2025AXA S.A.119,925$3.50M0.0%+63.3%0.219%
2/14/2025Jane Street Group LLC22,377$653K0.0%-72.1%0.041%
2/14/2025Freestone Grove Partners LP7,569$221K0.0%N/A0.014%
2/14/2025Schonfeld Strategic Advisors LLC68,491$2.00M0.0%-59.6%0.125%
2/14/2025Northern Trust Corp653,053$19.05M0.0%+22.0%1.194%
2/14/2025Tudor Investment Corp ET AL11,889$347K0.0%-39.6%0.022%
2/14/2025Quarry LP2,698$79K0.0%-17.8%0.005%
2/14/2025Nebula Research & Development LLC23,913$698K0.1%+17.5%0.044%
2/14/2025Hancock Whitney Corp10,580$309K0.0%N/A0.019%
2/14/2025Voya Investment Management LLC20,915$610K0.0%+21.9%0.038%
2/14/2025Banco Bilbao Vizcaya Argentaria S.A.24,721$713K0.0%-4.0%0.045%
2/14/2025Fuller & Thaler Asset Management Inc.799,757$23.33M0.1%+15.2%1.462%
2/14/2025Price T Rowe Associates Inc. MD67,890$1.98M0.0%+6.0%0.124%
2/14/2025Hsbc Holdings PLC46,054$1.33M0.0%-35.1%0.084%
2/14/2025State of Tennessee Department of Treasury42,064$1.23M0.0%+10.0%0.077%
2/14/2025Tower Research Capital LLC TRC 9,482$277K0.0%-29.7%0.017%
2/14/2025MetLife Investment Management LLC32,816$957K0.0%+5.8%0.060%
2/14/2025Dimensional Fund Advisors LP2,328,229$67.91M0.0%+4.1%4.256%
2/14/2025First Trust Advisors LP70,746$2.06M0.0%N/A0.129%
2/13/2025CANADA LIFE ASSURANCE Co47,803$1.39M0.0%-22.8%0.087%
2/13/2025Marshall Wace LLP350,949$10.24M0.0%+333.9%0.642%
2/13/2025Walleye Capital LLC8,926$260K0.0%-92.7%0.016%
2/13/2025XTX Topco Ltd19,685$574K0.0%N/A0.036%
2/13/2025Barclays PLC363,770$10.61M0.0%+15.0%0.665%
2/13/2025Bragg Financial Advisors Inc406,171$11.85M0.5%+14.1%0.743%
2/13/2025Kennedy Capital Management LLC350,162$10.21M0.2%N/A0.640%
2/13/2025LSV Asset Management1,574,823$45.94M0.1%-6.4%2.879%
2/13/2025Raymond James Financial Inc.134,459$3.92M0.0%N/A0.246%
2/13/2025Renaissance Technologies LLC81,200$2.37M0.0%+617.8%0.148%
2/13/2025Legal & General Group Plc138,447$4.04M0.0%+3.4%0.253%
2/13/2025Invesco Ltd.434,819$12.68M0.0%+16.3%0.795%
2/13/2025FMR LLC4,239,068$123.65M0.0%-1.9%7.750%
2/13/2025Federated Hermes Inc.306,768$8.95M0.0%+2.0%0.561%
2/13/2025Russell Investments Group Ltd.58,072$1.69M0.0%-33.9%0.106%
2/13/2025Dynamic Technology Lab Private Ltd34,970$1.02M0.2%+51.2%0.064%
2/13/2025Wells Fargo & Company MN28,863$842K0.0%+32.1%0.053%
2/12/2025Huber Capital Management LLC856,147$24.97M5.0%+2.2%1.565%
2/12/2025Bryce Point Capital LLC67,428$1.97M0.6%N/A0.123%
2/12/2025Headlands Technologies LLC26,978$787K0.1%+57.2%0.049%
2/12/2025Geode Capital Management LLC1,219,661$35.58M0.0%+0.1%2.230%
2/12/2025Franklin Resources Inc.35,263$1.03M0.0%+7.5%0.064%
2/12/2025Wellington Management Group LLP559,120$16.31M0.0%+37.9%1.022%
2/12/2025O Shaughnessy Asset Management LLC16,871$492K0.0%-22.2%0.031%
2/12/2025Brandywine Global Investment Management LLC167,397$4.88M0.0%N/A0.306%
2/12/2025Arrowstreet Capital Limited Partnership811,604$23.67M0.0%-4.1%1.484%
2/12/2025Norges Bank148,384$4.33M0.0%N/A0.271%
2/12/2025JPMorgan Chase & Co.235,570$6.87M0.0%+29.2%0.431%
2/12/2025Mitsubishi UFJ Trust & Banking Corp117,771$3.44M0.0%+16.1%0.215%
2/11/2025Segall Bryant & Hamill LLC97,895$2.86M0.0%-4.8%0.179%
2/11/2025Prudential Financial Inc.50,162$1.59M0.0%-1.0%0.092%
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2/11/2025Corebridge Financial Inc.28,392$828K0.0%-7.2%0.052%
2/11/2025Vanguard Group Inc.6,781,075$197.80M0.0%+1.7%12.397%
2/11/2025LPL Financial LLC20,326$593K0.0%-3.5%0.037%
2/11/2025Fox Run Management L.L.C.14,217$415K0.1%-22.0%0.026%
2/11/2025KLP Kapitalforvaltning AS16,600$490K0.0%N/A0.030%
2/11/2025Sei Investments Co.19,334$564K0.0%+204.6%0.035%
2/11/2025American Century Companies Inc.32,745$955K0.0%+216.8%0.060%
2/11/2025Quantbot Technologies LP20,382$595K0.0%-69.2%0.037%
2/11/2025Teacher Retirement System of Texas103,978$3.03M0.0%+135.1%0.190%
2/10/2025Thrivent Financial for Lutherans68,984$2.01M0.0%-26.7%0.126%
(Data available from 1/1/2016 forward)

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UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

During the previous two years, 240 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($197.80M), FMR LLC ($123.65M), Dimensional Fund Advisors LP ($67.91M), State Street Corp ($64.88M), LSV Asset Management ($45.94M), Engaged Capital LLC ($35.83M), and Geode Capital Management LLC ($35.58M).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 204 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. ($6.12M), Ieq Capital LLC ($3.99M), LSV Asset Management ($1.69M), Bank of New York Mellon Corp ($956.04K), Charles Schwab Investment Management Inc. ($916.69K), and American Century Companies Inc. ($754.13K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 32,028,205 shares in the last 24 months. This purchase volume represents approximately $962.24M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 102 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 ($1.52M), Engaged Capital LLC ($498.66K), American Century Companies Inc. ($379.35K), Bank of America Corp DE ($314.11K), Millennium Management LLC ($158.20K), Nuveen Asset Management LLC ($134.53K), and Walleye Capital LLC ($112.94K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 4,717,244 shares in the last 24 months. This volume of shares sold represents approximately $146.02M in transactions.


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This page (NASDAQ:UPBD) was last updated on 4/16/2025 by MarketBeat.com Staff
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