UPBOUND GROUP INC (UPBD) Institutional Ownership
UPBD is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.32M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Miller Value Partners, which reported ownership valued at approximately $2.17M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Miller Value Partners's UPBD position is now estimated to be worth approximately $2.10M, representing an estimated loss of -3.27% since the filing period.
Major shareholders tracked on this page include Miller Value Partners, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward UPBOUND GROUP INC (UPBD).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $3,319,395 | 183,900 |
| Q4 2025 | 1 | $1,229,200 | 70,000 |
| Q3 2025 | 1 | $472,600 | 20,000 |
| Q2 2025 | 1 | $225,900 | 9,000 |
| Q1 2025 | 1 | $1,547,816 | 64,600 |
| Q4 2024 | 1 | $2,368,604 | 81,200 |
| Q3 2024 | 1 | $361,871 | 11,312 |
| Q2 2024 | 2 | $36,534,934 | 1,190,063 |
| Q1 2024 | 2 | $58,650,720 | 1,698,120 |
| Q4 2023 | 2 | $81,424,613 | 2,437,428 |
| Q3 2023 | 2 | $108,005,525 | 3,714,585 |
| Q2 2023 | 2 | $120,098,653 | 3,913,428 |
Related UPBD Institutional Insights:
- UPBD Institutional Ownership & Insiders Activity
- UPBD Institutional Ownership & 13F Activity
- UPBD Top Institutional Shareholders
- UPBD Institutional Buying Activity
- UPBD Institutional Selling Activity
- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
- Most Sold Technology Stocks By Institutional Investors
- UPBD Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings