Upbound Group Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 9.15 M | $194.22 M | 11.51% | 16.13% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.23 M | $89.85 M | 7.49% | 7.46% |
| FMR LLC | 08/13/2026 | 3.31 M | $70.29 M | -38.74% | 5.84% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.74 M | $58.24 M | 14.61% | 4.84% |
| STATE STREET CORP | 08/07/2026 | 2.47 M | $53.32 M | 7.49% | 4.35% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.41 M | $51.09 M | 74.86% | 4.24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.33 M | $49.39 M | 2.28% | 4.10% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 2.28 M | $48.39 M | -1.43% | 4.02% |
| IEQ CAPITAL, LLC | 08/11/2026 | 1.77 M | $37.56 M | -54.65% | 3.12% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.47 M | $31.16 M | 8.34% | 2.59% |
| BRAGG FINANCIAL ADVISORS, INC | 08/12/2026 | 1.19 M | $25.24 M | 5.90% | 2.10% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.16 M | $24.52 M | -8.89% | 2.04% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.16 M | $24.52 M | 100.00% | 2.04% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 1.10 M | $23.44 M | -12.06% | 1.95% |
| HUBER CAPITAL MANAGEMENT LLC | 08/12/2026 | 1.06 M | $22.53 M | -37.63% | 1.87% |
| MORGAN STANLEY | 08/13/2026 | 1.05 M | $22.23 M | 33.65% | 1.85% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 888.87 K | $18.86 M | 3.94% | 1.57% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 853.18 K | $18.10 M | 148.78% | 1.50% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 831.81 K | $17.65 M | 12.76% | 1.47% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 720.15 K | $15.28 M | 150.65% | 1.27% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 709.36 K | $15.05 M | 295.41% | 1.25% |
| NORTHERN TRUST CORP | 08/13/2026 | 675.06 K | $14.32 M | 12.11% | 1.19% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 652.00 K | $13.84 M | -2.55% | 1.15% |
| INVESCO LTD. | 08/14/2026 | 579.04 K | $12.29 M | 8.88% | 1.02% |
| PACER ADVISORS, INC. | 08/13/2026 | 450.92 K | $9.57 M | 9.18% | 0.79% |
| CITADEL ADVISORS LLC | 09/02/2026 | 437.06 K | $9.27 M | 180.37% | 0.77% |
| MARSHALL WACE, LLP | 08/13/2026 | 410.71 K | $8.72 M | 687.84% | 0.72% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 394.38 K | $8.37 M | 8.42% | 0.70% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 357.34 K | $7.58 M | 35.45% | 0.63% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 354.74 K | $7.53 M | -2.53% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 348.82 K | $7.40 M | 1.30% | 0.61% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 321.10 K | $6.81 M | 27.31% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 308.00 K | $6.54 M | 1.34% | 0.54% |
| CSM ADVISORS, LLC | 08/14/2026 | 306.01 K | $6.49 M | 7.01% | 0.54% |
| ALLIANZ ASSET MANAGEMENT GMBH | 09/02/2026 | 296.54 K | $6.29 M | 144.00% | 0.52% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 294.59 K | $6.25 M | 51.21% | 0.52% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 286.62 K | $6.08 M | 16.77% | 0.51% |
| CREATIVE PLANNING | 08/13/2026 | 271.00 K | $5.75 M | 181.77% | 0.48% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 08/06/2026 | 262.83 K | $5.58 M | 1.55% | 0.46% |
| MILLER VALUE PARTNERS, LLC | 08/14/2026 | 258.00 K | $5.47 M | 115.00% | 0.45% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 07/17/2026 | 251.45 K | $5.34 M | -8.02% | 0.44% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 236.74 K | $5.02 M | -1.65% | 0.42% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 234.92 K | $4.99 M | -60.63% | 0.41% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 221.27 K | $4.70 M | 12.59% | 0.39% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 192.16 K | $4.08 M | 12.77% | 0.34% |
| SEI INVESTMENTS CO | 08/14/2026 | 188.88 K | $4.01 M | -22.86% | 0.33% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 182.31 K | $3.87 M | 100.00% | 0.32% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 182.29 K | $3.87 M | -21.20% | 0.32% |
| XTX TOPCO LTD | 08/14/2026 | 180.32 K | $3.83 M | 595.35% | 0.32% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 180.28 K | $3.83 M | -3.29% | 0.32% |
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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.: 9.15 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 4.23 M
FMR LLC: 3.31 M
DIMENSIONAL FUND ADVISORS LP: 2.74 M
STATE STREET CORP: 2.47 M
GOLDMAN SACHS GROUP INC: 2.41 M
104.31% of Upbound Group Inc stock is owned by institutional investors.
Institutional investors have bought a total of 75.50 M shares in the last 24 months. This purchase volume represents approximately $1.44 B in transactions.