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
57,748,397
Price per share
$19.10
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
55,139,864
Total reported value
$970,529,784
% of total 13F portfolios
0%
Share change
+1,613,360
Value change
+$19,641,625
Number of holders
231
Price from insider filings
$19.10
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% $161,530,460 7,860,363 BlackRock, Inc. 31 Mar 2025
FMR LLC 9% $91,265,567 5,197,356 FMR LLC 31 Dec 2025
IEQ CAPITAL, LLC 7.9% $119,645,469 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 31 Dec 2025, 231 institutional investors reported holding 55,139,864 shares of UPBOUND GROUP, INC. - COMMON STOCK (UPBD). This represents 95% of the company’s total 57,748,397 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UPBOUND GROUP, INC. - COMMON STOCK (UPBD) together control 79% 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% 8,136,983 +1.9% 0% $142,885,423
VANGUARD GROUP INC 12% 7,132,443 +3.4% 0% $125,245,699
FMR LLC 9% 5,197,356 +5.5% 0% $91,265,566
IEQ CAPITAL, LLC 7.1% 4,101,233 -0.53% 0.22% $72,017,651
LSV ASSET MANAGEMENT 4.4% 2,515,279 -0.7% 0.1% $44,168,000
STATE STREET CORP 4.2% 2,410,524 +11% 0% $43,219,687
DIMENSIONAL FUND ADVISORS LP 3.6% 2,067,567 -3.4% 0.01% $36,306,241
Huber Capital Management LLC 3% 1,739,045 +80% 4.5% $30,537,630
WELLINGTON MANAGEMENT GROUP LLP 2.3% 1,315,672 +4.8% 0% $23,103,200
GEODE CAPITAL MANAGEMENT, LLC 2.2% 1,279,100 -1.3% 0% $22,464,942
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.1% 1,235,539 +8% 0% $21,696,065
Bragg Financial Advisors, Inc 1.9% 1,105,047 +12% 0.63% $19,404,626
Bank of New York Mellon Corp 1.5% 869,798 +12% 0% $15,273,646
MORGAN STANLEY 1.4% 808,377 +5.2% 0% $14,195,140
GOLDMAN SACHS GROUP INC 1.3% 726,944 +55% 0% $12,765,130
KENNEDY CAPITAL MANAGEMENT LLC 1.2% 672,289 +14% 0.25% $11,805,395
NORTHERN TRUST CORP 1% 595,041 -4.3% 0% $10,448,920
Qube Research & Technologies Ltd 0.95% 550,651 -17% 0.01% $9,669,432
Invesco Ltd. 0.95% 548,630 +28% 0% $9,633,944
Nuveen, LLC 0.89% 514,649 -26% 0% $9,037,236
Balyasny Asset Management L.P. 0.76% 441,351 +90% 0.01% $7,750,124
D. E. Shaw & Co., Inc. 0.76% 440,371 +72% 0.01% $7,732,915
MILLENNIUM MANAGEMENT LLC 0.68% 391,580 +343% 0% $6,876,145
VICTORY CAPITAL MANAGEMENT INC 0.63% 362,607 +6.9% 0% $6,367,379
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.6% 347,851 +5.6% 0.13% $6,108,264

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 55,139,864 $970,529,784 +$19,641,625 $17.56 231
2025 Q3 53,711,447 $1,270,235,393 +$16,855,240 $23.63 259
2025 Q2 52,995,905 $1,331,480,231 +$121,988,407 $25.10 254
2025 Q1 48,177,182 $1,153,615,643 +$35,966,956 $23.96 240
2024 Q4 46,655,010 $1,361,915,931 +$30,083,482 $29.17 239
2024 Q3 45,218,242 $1,446,264,197 -$167,986,812 $31.99 245
2024 Q2 49,869,237 $1,531,835,568 +$108,355,655 $30.70 246
2024 Q1 46,123,348 $1,623,356,742 +$55,955,618 $35.21 240
2023 Q4 44,611,104 $1,516,020,189 -$21,832,321 $33.97 233
2023 Q3 45,239,357 $1,332,272,664 -$109,132,929 $29.45 213
2023 Q2 48,687,381 $1,516,295,469 +$38,932,065 $31.13 213
2023 Q1 47,767,989 $1,170,510,878 -$30,669,611 $24.51 199
2022 Q4 49,196,074 $1,110,233,999 +$47,103,899 $22.55 201
2022 Q3 47,422,024 $830,438,195 -$42,786,344 $17.51 197
2022 Q2 49,632,873 $966,378,144 -$43,935,681 $19.45 205
2022 Q1 51,775,357 $1,304,416,354 +$60,571,038 $25.19 214
2021 Q4 48,224,645 $2,317,203,070 -$158,897,614 $48.04 242
2021 Q3 50,943,974 $2,864,449,047 -$61,555,363 $56.21 268
2021 Q2 52,069,411 $2,764,633,104 +$100,339,785 $53.07 280
2021 Q1 50,185,464 $2,893,451,732 -$2,698,110 $57.66 267
2020 Q4 50,475,748 $1,933,134,656 -$46,082,457 $38.29 242
2020 Q3 52,419,758 $1,566,813,245 -$43,928,542 $29.89 241
2020 Q2 53,819,633 $1,496,502,537 +$18,641,444 $27.82 203
2020 Q1 53,545,874 $757,251,833 -$102,659,839 $14.14 196
2019 Q4 57,618,332 $1,659,874,840 +$42,045,459 $28.84 219
2019 Q3 56,295,992 $1,451,739,280 +$20,519,435 $25.79 220
2019 Q2 55,395,302 $1,475,107,447 +$134,099,553 $26.63 208
2019 Q1 52,333,556 $1,092,235,667 +$58,587,025 $20.87 197
2018 Q4 49,954,743 $808,730,242 -$11,831,584 $16.19 170
2018 Q3 51,355,344 $738,478,279 +$749,730 $14.38 178
2018 Q2 51,306,962 $755,231,446 -$109,239,019 $14.72 160
2018 Q1 65,110,237 $561,969,549 -$38,952,674 $8.63 180
2017 Q4 68,343,626 $758,631,410 +$74,084,693 $11.10 189
2017 Q3 61,413,919 $705,026,053 +$33,947,267 $11.48 183
2017 Q2 58,433,562 $684,784,898 -$48,535,177 $11.72 173
2017 Q1 63,477,608 $563,067,544 +$119,269,780 $8.87 159
2016 Q4 54,987,367 $618,575,874 +$20,098,176 $11.25 165
2016 Q3 52,847,026 $667,159,158 -$28,184,033 $12.64 179
2016 Q2 54,763,492 $672,429,854 +$10,189,007 $12.28 194
2016 Q1 53,401,241 $846,269,451 -$47,927,547 $15.85 186
2015 Q4 56,767,435 $849,556,835 -$99,288,976 $14.97 201
2015 Q3 58,530,624 $1,419,186,464 -$22,033,215 $24.25 207
2015 Q2 58,993,247 $1,672,453,313 +$164,690,837 $28.35 217
2015 Q1 52,948,530 $1,453,098,926 -$29,799,884 $27.44 184
2014 Q4 53,883,932 $1,957,022,546 -$73,641,475 $36.32 188
2014 Q3 56,343,055 $1,709,998,402 -$29,224,987 $30.35 184
2014 Q2 57,304,250 $1,643,378,637 -$55,646,363 $28.68 184
2014 Q1 59,317,551 $1,578,065,880 -$14,816,350 $26.60 181