Upbound Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 8.21 M | $148.16 M | 0.87% | 14.47% |
| FMR LLC | 05/15/2026 | 5.41 M | $97.61 M | 4.05% | 9.53% |
| 05/08/2026 | 3.94 M | $71.10 M | 100.00% | 6.94% | |
| IEQ CAPITAL, LLC | 05/15/2026 | 3.90 M | $70.46 M | -4.82% | 6.88% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.39 M | $43.23 M | 15.83% | 4.22% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 2.31 M | $41.76 M | -8.03% | 4.08% |
| STATE STREET CORP | 05/15/2026 | 2.30 M | $41.45 M | -4.73% | 4.05% |
| 05/15/2026 | 2.28 M | $41.08 M | 100.00% | 4.01% | |
| HUBER CAPITAL MANAGEMENT LLC | 05/12/2026 | 1.70 M | $30.73 M | -2.10% | 3.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.38 M | $24.85 M | 89.42% | 2.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.35 M | $24.46 M | 5.93% | 2.39% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.27 M | $22.89 M | 2.63% | 2.23% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.26 M | $22.67 M | -4.53% | 2.21% |
| BRAGG FINANCIAL ADVISORS, INC | 05/15/2026 | 1.12 M | $20.27 M | 1.62% | 1.98% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 855.18 K | $15.44 M | -1.68% | 1.51% |
| MORGAN STANLEY | 05/15/2026 | 783.72 K | $14.15 M | -3.05% | 1.38% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 737.66 K | $13.31 M | 1,089.77% | 1.30% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 669.07 K | $12.08 M | -0.48% | 1.18% |
| NORTHERN TRUST CORP | 05/14/2026 | 602.16 K | $10.87 M | 1.20% | 1.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 596.70 K | $10.77 M | 35.20% | 1.05% |
| INVESCO LTD. | 05/12/2026 | 531.83 K | $9.60 M | -3.06% | 0.94% |
| PACER ADVISORS, INC. | 06/18/2026 | 413.01 K | $7.46 M | 100.00% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 363.94 K | $6.57 M | 4.63% | 0.64% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 363.75 K | $6.57 M | 0.31% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 344.34 K | $6.22 M | 100.00% | 0.61% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 342.95 K | $6.19 M | 27.77% | 0.60% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 303.92 K | $5.49 M | 22.19% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 287.31 K | $5.19 M | -13.83% | 0.51% |
| CSM ADVISORS, LLC | 05/15/2026 | 285.98 K | $5.16 M | 13.49% | 0.50% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 274.27 K | $4.95 M | 253.40% | 0.48% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 04/23/2026 | 273.37 K | $4.93 M | 100.00% | 0.48% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 263.82 K | $4.76 M | 62.63% | 0.47% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 258.82 K | $4.67 M | -8.33% | 0.46% |
| PANAGORA ASSET MANAGEMENT INC | 05/14/2026 | 252.21 K | $4.55 M | -23.28% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 245.47 K | $4.43 M | -55.42% | 0.43% |
| SEI INVESTMENTS CO | 05/13/2026 | 244.85 K | $4.42 M | 248.96% | 0.43% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 240.73 K | $4.35 M | 12.04% | 0.42% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 231.34 K | $4.18 M | -23.37% | 0.41% |
| UBS GROUP AG | 05/05/2026 | 220.24 K | $3.98 M | 186.03% | 0.39% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 196.53 K | $3.55 M | 57.31% | 0.35% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 194.82 K | $3.52 M | 10.65% | 0.34% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 186.42 K | $3.36 M | 3.22% | 0.33% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 182.69 K | $3.30 M | -58.51% | 0.32% |
| INTECH INVESTMENT MANAGEMENT LLC | 05/08/2026 | 179.69 K | $3.24 M | 5.75% | 0.32% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 179.40 K | $3.24 M | -54.19% | 0.32% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 173.58 K | $3.13 M | 100.00% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 170.40 K | $3.08 M | 5.35% | 0.30% |
| CITADEL ADVISORS LLC | 05/15/2026 | 155.89 K | $2.81 M | -47.17% | 0.27% |
| Y-INTERCEPT (HONG KONG) LTD | 04/27/2026 | 150.20 K | $2.71 M | 56.00% | 0.26% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 149.49 K | $2.70 M | 60.15% | 0.26% |
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Upbound Group Inc institutional Ownership - FAQ's
During the previous two years, 297 institutional investors and hedge funds held shares of Upbound Group Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 8.21 M
FMR LLC: 5.41 M
IEQ CAPITAL, LLC: 3.9 M
DIMENSIONAL FUND ADVISORS LP: 2.39 M
LSV ASSET MANAGEMENT: 2.31 M
STATE STREET CORP: 2.3 M
98.79% of Upbound Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 66.14 M shares in the last 24 months. This purchase volume represents approximately $1.26 B in transactions.