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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$3,319,395183,900
Q4 20251$1,229,20070,000
Q3 20251$472,60020,000
Q2 20251$225,9009,000
Q1 20251$1,547,81664,600
Q4 20241$2,368,60481,200
Q3 20241$361,87111,312
Q2 20242$36,534,9341,190,063
Q1 20242$58,650,7201,698,120
Q4 20232$81,424,6132,437,428
Q3 20232$108,005,5253,714,585
Q2 20232$120,098,6533,913,428