UPBOUND GROUP, INC. - Common Stock (UPBD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UPBD on Nasdaq
Shares outstanding
57,763,845
Price per share
$17.56
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
53,711,442
Total reported value
$1,270,235,511
% of total 13F portfolios
0%
Share change
+569,897
Value change
+$11,177,598
Number of holders
259
Price from insider filings
$17.56
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UPBOUND GROUP, INC. - Common Stock (UPBD) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 14% $169,076,408 7,860,363 BlackRock, Inc. 31 Mar 2025
IEQ CAPITAL, LLC 7.9% $108,248,500 4,540,625 IEQ CAPITAL, LLC 30 Jun 2025
Allred Aaron R 7.1% -15% $96,912,136 -$11,055,012 4,101,233 -10% Allred Aaron R 30 Sep 2025

As of 30 Sep 2025, 259 institutional investors reported holding 53,711,442 shares of UPBOUND GROUP, INC. - Common Stock (UPBD). This represents 93% of the company’s total 57,763,845 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UPBOUND GROUP, INC. - Common Stock (UPBD) together control 75% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 7,986,077 -2.3% 0% $188,711,001
VANGUARD GROUP INC 12% 6,901,150 +0.63% 0% $163,074,175
FMR LLC 8.5% 4,927,820 +6.8% 0.01% $116,444,384
IEQ CAPITAL, LLC 7.1% 4,123,127 -9.1% 0.3% $97,429,499
LSV ASSET MANAGEMENT 4.4% 2,532,951 +24% 0.13% $59,854,000
STATE STREET CORP 3.7% 2,164,378 +3.8% 0% $52,000,853
DIMENSIONAL FUND ADVISORS LP 3.7% 2,140,754 -1.4% 0.01% $50,589,249
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,296,119 -3.4% 0% $30,631,598
WELLINGTON MANAGEMENT GROUP LLP 2.2% 1,255,874 +60% 0.01% $29,676,302
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2% 1,144,294 +4.9% 0% $27,039,667
Bragg Financial Advisors, Inc 1.7% 985,889 +11% 0.77% $23,296,558
Huber Capital Management LLC 1.7% 965,270 +68% 3.6% $22,809,330
Bank of New York Mellon Corp 1.3% 774,661 -2.1% 0% $18,305,233
MORGAN STANLEY 1.3% 768,483 -4.5% 0% $18,159,270
Nuveen, LLC 1.2% 698,712 -25% 0% $16,510,564
Qube Research & Technologies Ltd 1.1% 662,760 -15% 0.02% $15,661,019
NORTHERN TRUST CORP 1.1% 622,079 -1.4% 0% $14,699,727
KENNEDY CAPITAL MANAGEMENT LLC 1% 592,301 +0.92% 0.31% $13,996,073
GOLDMAN SACHS GROUP INC 0.81% 468,602 -2.1% 0% $11,073,073
CITADEL ADVISORS LLC 0.76% 440,665 +171% 0.01% $10,412,914
Invesco Ltd. 0.74% 428,297 +4.8% 0% $10,120,658
BANK OF AMERICA CORP /DE/ 0.68% 391,383 +13% 0% $9,248,384
FULLER & THALER ASSET MANAGEMENT, INC. 0.66% 384,052 -58% 0.03% $9,075,152
Lido Advisors, LLC 0.63% 364,357 0.04% $8,680,858
Connor, Clark & Lunn Investment Management Ltd. 0.63% 362,579 +11% 0.03% $8,567,742

Institutional Holders of UPBOUND GROUP, INC. - Common Stock (UPBD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 319,045 $5,634,035 -$2,652,301 $17.56 22
2025 Q3 53,711,442 $1,270,235,511 +$11,177,598 $23.63 259
2025 Q2 52,995,905 $1,331,480,231 +$121,988,378 $25.10 254
2025 Q1 48,177,182 $1,153,615,710 +$36,208,319 $23.96 240
2024 Q4 46,653,462 $1,361,874,604 +$33,940,100 $29.17 239
2024 Q3 45,076,059 $1,441,715,690 -$172,363,534 $31.99 245
2024 Q2 49,872,653 $1,531,940,901 +$116,039,412 $30.70 247
2024 Q1 45,876,480 $1,614,761,538 +$48,743,913 $35.21 240
2023 Q4 22,021 $748,053 -$1,325 $33.97 1
2023 Q3 44,442,569 $1,308,807,674 -$107,426,742 $29.45 210
2023 Q2 47,448,518 $1,477,729,886 +$31,684,454 $31.13 210
2023 Q1 46,755,703 $1,145,700,248 -$26,786,623 $24.51 196
2022 Q4 49,011,248 $1,106,066,229 +$46,832,706 $22.55 197
2022 Q3 45,961,390 $804,861,099 -$41,474,365 $17.51 188
2022 Q2 41,503,810 $807,757,105 -$85,664,726 $19.45 200
2022 Q1 51,449,697 $1,296,213,273 +$55,988,504 $25.19 207
2021 Q4 48,140,389 $2,313,155,070 -$156,726,505 $48.04 240
2021 Q3 50,942,630 $2,864,373,047 -$61,265,950 $56.21 267
2021 Q2 52,069,261 $2,764,625,347 +$102,943,206 $53.07 279
2021 Q1 49,953,410 $2,880,070,732 -$57,587 $57.66 265
2020 Q4 50,404,304 $1,930,399,656 -$45,654,042 $38.29 240
2020 Q3 52,360,352 $1,565,039,245 -$37,041,522 $29.89 239
2020 Q2 53,663,085 $1,492,146,537 +$19,241,951 $27.82 198
2020 Q1 53,223,348 $752,685,500 -$97,406,876 $14.14 190
2019 Q4 57,494,916 $1,656,317,960 +$39,359,277 $28.84 211
2019 Q3 56,247,184 $1,450,481,280 +$21,690,819 $25.79 218
2019 Q2 55,298,348 $1,472,526,447 +$152,817,294 $26.63 204
2019 Q1 52,333,556 $1,092,235,667 +$58,024,125 $20.87 197
2018 Q4 49,223,327 $796,889,242 -$1,691,982 $16.19 167
2018 Q3 51,073,199 $734,421,119 -$3,308,327 $14.38 175
2018 Q2 51,055,425 $751,527,446 -$100,937,097 $14.72 157
2018 Q1 63,608,955 $549,014,549 -$45,169,624 $8.63 177
2017 Q4 68,340,226 $758,593,410 +$74,086,025 $11.10 188
2017 Q3 60,470,800 $694,203,053 +$33,594,258 $11.48 180
2017 Q2 58,393,129 $684,289,919 -$47,410,759 $11.72 171
2017 Q1 63,472,997 $563,027,544 +$119,324,059 $8.87 157
2016 Q4 54,983,741 $618,536,874 +$20,087,549 $11.25 165
2016 Q3 51,603,821 $651,446,158 -$29,858,339 $12.64 175
2016 Q2 54,763,387 $672,428,854 +$3,749,058 $12.28 193
2016 Q1 52,259,220 $828,167,451 -$34,686,126 $15.85 184
2015 Q4 55,414,475 $829,302,835 -$106,332,582 $14.97 198
2015 Q3 58,482,282 $1,418,288,464 -$20,061,931 $24.25 207
2015 Q2 56,925,915 $1,613,844,313 +$161,985,271 $28.35 215
2015 Q1 52,689,896 $1,446,004,926 -$25,934,193 $27.44 182
2014 Q4 53,883,932 $1,957,022,546 -$73,641,596 $36.32 192
2014 Q3 56,343,055 $1,709,998,402 -$29,225,799 $30.35 184
2014 Q2 57,288,080 $1,642,914,637 -$55,374,382 $28.68 183
2014 Q1 59,259,218 $1,576,514,880 -$11,071,472 $26.60 180