Upbound Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 8.14 M | $142.89 M | 1.89% | 14.41% |
| VANGUARD GROUP INC | 01/29/2026 | 7.13 M | $125.25 M | 3.35% | 12.63% |
| FMR LLC | 02/17/2026 | 5.20 M | $91.27 M | 5.47% | 9.20% |
| IEQ CAPITAL, LLC | 02/13/2026 | 4.10 M | $72.02 M | -0.53% | 7.26% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 2.52 M | $44.17 M | -0.70% | 4.45% |
| STATE STREET CORP | 02/13/2026 | 2.41 M | $43.22 M | 11.37% | 4.27% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.07 M | $36.31 M | -3.42% | 3.66% |
| HUBER CAPITAL MANAGEMENT LLC | 02/13/2026 | 1.74 M | $30.54 M | 80.16% | 3.08% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.32 M | $23.10 M | 4.76% | 2.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.28 M | $22.46 M | -1.31% | 2.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.24 M | $21.70 M | 7.97% | 2.19% |
| BRAGG FINANCIAL ADVISORS, INC | 02/13/2026 | 1.11 M | $19.40 M | 12.09% | 1.96% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 869.80 K | $15.27 M | 12.28% | 1.54% |
| MORGAN STANLEY | 02/13/2026 | 808.38 K | $14.20 M | 5.19% | 1.43% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 726.94 K | $12.77 M | 55.13% | 1.29% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 672.29 K | $11.81 M | 13.50% | 1.19% |
| NORTHERN TRUST CORP | 02/17/2026 | 595.04 K | $10.45 M | -4.35% | 1.05% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 550.65 K | $9.67 M | -16.92% | 0.98% |
| INVESCO LTD. | 02/19/2026 | 548.63 K | $9.63 M | 28.10% | 0.97% |
| NUVEEN, LLC | 02/12/2026 | 514.65 K | $9.04 M | -26.34% | 0.91% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 441.35 K | $7.75 M | 89.85% | 0.78% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 440.37 K | $7.73 M | 72.13% | 0.78% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 391.58 K | $6.88 M | 343.46% | 0.69% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 362.61 K | $6.37 M | 6.92% | 0.64% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 347.85 K | $6.11 M | 5.64% | 0.62% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 333.42 K | $5.85 M | 19.50% | 0.59% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 328.75 K | $5.77 M | 3.88% | 0.58% |
| LIDO ADVISORS, LLC | 02/10/2026 | 306.79 K | $6.56 M | -15.80% | 0.54% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 301.91 K | $5.30 M | -16.73% | 0.53% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 296.71 K | $5.21 M | 57.76% | 0.53% |
| CITADEL ADVISORS LLC | 02/17/2026 | 295.09 K | $5.18 M | -33.04% | 0.52% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 282.32 K | $4.96 M | 0.00% | 0.50% |
| ALGERT GLOBAL LLC | 02/17/2026 | 274.95 K | $4.83 M | 84.06% | 0.49% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 268.41 K | $4.71 M | -24.12% | 0.48% |
| CSM ADVISORS, LLC | 02/11/2026 | 251.99 K | $4.43 M | 22.50% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 248.72 K | $4.37 M | -1.19% | 0.44% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 214.85 K | $3.77 M | 9.47% | 0.38% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 180.60 K | $3.17 M | -11.15% | 0.32% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 176.06 K | $3.09 M | -55.02% | 0.31% |
| INTECH INVESTMENT MANAGEMENT LLC | 02/10/2026 | 169.92 K | $2.98 M | -31.08% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 162.22 K | $2.85 M | 175.49% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 161.75 K | $2.84 M | 1.69% | 0.29% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 150.12 K | $2.64 M | 265.98% | 0.27% |
| SEPIO CAPITAL, LP | 02/12/2026 | 148.31 K | $2.60 M | 100.00% | 0.26% |
| RHUMBLINE ADVISERS | 02/13/2026 | 145.96 K | $2.56 M | -5.90% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 136.56 K | $2.40 M | -2.50% | 0.24% |
| INSPIRE ADVISORS, LLC | 02/13/2026 | 133.07 K | $2.34 M | 20.29% | 0.24% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 126.30 K | $2.22 M | 15.01% | 0.22% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 124.93 K | $2.19 M | 20.11% | 0.22% |
| BARCLAYS PLC | 02/13/2026 | 121.55 K | $2.13 M | 15.35% | 0.22% |
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Upbound Group Inc institutional Ownership - FAQ's
During the previous two years, 317 institutional investors and hedge funds held shares of Upbound Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 8.14 M
VANGUARD GROUP INC: 7.13 M
FMR LLC: 5.2 M
IEQ CAPITAL, LLC: 4.1 M
LSV ASSET MANAGEMENT: 2.52 M
STATE STREET CORP: 2.41 M
97.63% of Upbound Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 64.30 M shares in the last 24 months. This purchase volume represents approximately $1.27 B in transactions.