UPBD Institutional Ownership & Shareholders
UPBOUND GROUP INC (UPBD) is currently held by 251 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.22B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UPBD tracked by InsiderSet, reporting ownership valued at approximately $194.22M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $189.46M, representing an estimated loss of -2.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed UPBD value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, Fmr Llc, and several other long-term asset managers with concentrated positions in UPBOUND GROUP INC (UPBD).
This page ranks the largest institutional UPBD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
251
Total Reported Value
$1.22B
Largest Holder
Blackrock, Inc.
Largest Position
$194.22M
Insider Transactions (90d)
6
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 9,152,511 | $194,216,286 | $189,456,978 | -$4,759,308 | -2.45% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,234,326 | $89,852,398 | $87,650,548 | -$2,201,850 | -2.45% | |
| Fmr Llc | 0.00% | 3,312,579 | $70,292,934 | $68,570,385 | -$1,722,549 | -2.45% | |
| Dimensional Fund Advisors Lp | 0.01% | 2,744,730 | $58,241,881 | $56,815,911 | -$1,425,970 | -2.45% | |
| State Street Corp | 0.00% | 2,468,483 | $53,317,690 | $51,097,598 | -$2,220,092 | -4.16% | |
| Goldman Sachs Group Inc | 0.01% | 2,407,712 | $51,091,644 | $49,839,638 | -$1,252,006 | -2.45% | |
| Vanguard Capital Management Llc | 0.00% | 2,327,538 | $49,390,356 | $48,180,037 | -$1,210,319 | -2.45% | |
| Lsv Asset Management | 0.09% | 2,280,279 | $48,388,000 | $47,201,775 | -$1,186,225 | -2.45% | |
| Ieq Capital, Llc | 0.17% | 1,770,257 | $37,564,853 | $36,644,320 | -$920,533 | -2.45% | |
| Geode Capital Management, Llc | 0.00% | 1,468,034 | $31,157,274 | $30,388,304 | -$768,970 | -2.47% | |
| Bragg Financial Advisors, Inc | 0.68% | 1,189,215 | $25,235,143 | $24,616,751 | -$618,393 | -2.45% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,155,346 | $24,516,442 | $23,915,662 | -$600,780 | -2.45% | |
| Wellington Management Group Llp | 0.00% | 1,104,571 | $23,438,996 | $22,864,620 | -$574,376 | -2.45% | |
| Huber Capital Management Llc | 3.32% | 1,061,869 | $22,532,861 | $21,980,688 | -$552,173 | -2.45% | |
| Morgan Stanley | 0.00% | 1,047,419 | $22,226,239 | $21,681,573 | -$544,666 | -2.45% | |
| Bank Of New York Mellon Corp | 0.00% | 888,866 | $18,861,730 | $18,399,526 | -$462,204 | -2.45% | |
| American Century Companies Inc | 0.01% | 853,179 | $18,104,458 | $17,660,805 | -$443,653 | -2.45% | |
| Hotchkis & Wiley Capital Management Llc | 0.05% | 831,810 | $17,651,008 | $17,218,467 | -$432,541 | -2.45% | |
| Aqr Capital Management Llc | 0.01% | 720,150 | $15,281,581 | $14,907,105 | -$374,476 | -2.45% | |
| Millennium Management Llc | 0.01% | 709,357 | $15,052,556 | $14,683,690 | -$368,866 | -2.45% | |
| Northern Trust Corp | 0.00% | 675,057 | $14,324,710 | $13,973,680 | -$351,030 | -2.45% | |
| Kennedy Capital Management Llc | 0.24% | 651,996 | $13,835,355 | $13,496,317 | -$339,038 | -2.45% | |
| Invesco Ltd. | 0.00% | 579,041 | $12,287,251 | $11,986,149 | -$301,102 | -2.45% | |
| Pacer Advisors, Inc. | 0.02% | 450,923 | $9,569,000 | $9,334,106 | -$234,894 | -2.45% | |
| Citadel Advisors Llc | 0.01% | 437,058 | $9,274,371 | $9,047,101 | -$227,270 | -2.45% | |
| Marshall Wace, Llp | 0.01% | 410,710 | $8,715,266 | $8,501,697 | -$213,569 | -2.45% | |
| Victory Capital Management Inc | 0.00% | 394,376 | $8,368,659 | $8,163,583 | -$205,076 | -2.45% | |
| Bridgeway Capital Management, Llc | 0.13% | 354,744 | $7,527,668 | $7,343,201 | -$184,467 | -2.45% | |
| Vanguard Fiduciary Trust Co | 0.00% | 348,824 | $7,402,045 | $7,220,657 | -$181,388 | -2.45% | |
| Panagora Asset Management Inc | 0.02% | 321,099 | $6,813,721 | $6,646,749 | -$166,972 | -2.45% | |
| Csm Advisors, Llc | 0.14% | 306,014 | $6,494,000 | $6,334,490 | -$159,510 | -2.46% | |
| Allianz Asset Management Gmbh | 0.01% | 296,542 | $6,292,621 | $6,138,419 | -$154,202 | -2.45% | |
| Bank Of America Corp | 0.00% | 294,594 | $6,251,284 | $6,098,096 | -$153,188 | -2.45% | |
| Principal Financial Group Inc | 0.00% | 391,156 | $6,141,149 | $8,096,929 | +$1,955,780 | +31.85% | |
| Qube Research & Technologies Ltd | 0.01% | 286,621 | $6,082,098 | $5,933,055 | -$149,043 | -2.45% | |
| Gds Wealth Management | 0.25% | 357,316 | $5,609,861 | $7,396,441 | +$1,786,580 | +31.85% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.01% | 262,831 | $5,577,273 | $5,440,602 | -$136,671 | -2.45% | |
| Miller Value Partners | Bill Miller | 1.29% | 258,000 | $5,474,760 | $5,340,600 | -$134,160 | -2.45% |
| Peregrine Capital Management Llc | 0.17% | 251,447 | $5,335,705 | $5,204,953 | -$130,752 | -2.45% | |
| Creative Planning | 0.00% | 325,466 | $5,109,824 | $6,737,146 | +$1,627,322 | +31.85% | |
| Empowered Funds, Llc | 0.03% | 236,744 | $5,023,708 | $4,900,601 | -$123,107 | -2.45% | |
| Balyasny Asset Management L.P. | 0.01% | 234,921 | $4,985,024 | $4,862,865 | -$122,159 | -2.45% | |
| First Trust Advisors Lp | 0.00% | 221,265 | $4,695,243 | $4,580,186 | -$115,058 | -2.45% | |
| Russell Investments Group, Ltd. | 0.00% | 192,157 | $4,077,584 | $3,977,650 | -$99,934 | -2.45% | |
| Sei Investments Co | 0.00% | 188,883 | $4,008,104 | $3,909,878 | -$98,226 | -2.45% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 182,312 | $3,868,661 | $3,773,858 | -$94,803 | -2.45% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | 182,289 | $3,868,173 | $3,773,382 | -$94,791 | -2.45% | |
| Xtx Topco Ltd | 0.05% | 180,319 | $3,826,369 | $3,732,603 | -$93,766 | -2.45% | |
| Public Sector Pension Investment Board | 0.01% | 180,284 | $3,825,626 | $3,731,879 | -$93,747 | -2.45% | |
| Ubs Group Ag | 0.00% | 179,366 | $3,806,147 | $3,712,876 | -$93,271 | -2.45% |
Frequently asked questions about UPBD
Who are the largest institutional holders of UPBD?
The largest institutional holders of UPBD reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, Fmr Llc, Dimensional Fund Advisors Lp, and State Street Corp. InsiderSet ranks institutional holders by their latest reported UPBD position.
What is UPBD institutional ownership?
This page tracks UPBD positions reported by institutional investment managers through SEC Form 13F. UPBOUND GROUP INC (UPBD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UPBD?
InsiderSet currently tracks 251 institutional managers reporting UPBD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UPBD shareholders.
How much UPBD stock do institutions own?
Institutional investment managers disclosed approximately $1.22B in UPBD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UPBD institutional ownership last updated?
The latest UPBD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UPBD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UPBD position after the reporting date.
Are institutions buying or selling UPBD?
Institutional buying and selling can be analyzed by comparing UPBD positions across consecutive 13F reporting periods. InsiderSet's UPBD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UPBD ownership changes.
How has UPBD institutional ownership changed over time?
InsiderSet tracks UPBD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.