DaveManuel.com · Institutional Ownership · Who Owns It
UPBOUND GROUP INC (UPBD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
264
Reporting holders
$1.2B
Reported value
99.5%
Of shares outstanding
0.6%
Calls
0.2%
Puts
+20
Holder change
Institutions report 58,023,822 shares against 58,299,405 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $194.2M | 9,152,511 | 0.00% | 8q | +11.5%+$20.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $89.9M | 4,234,326 | 0.00% | 2q | +7.5%+$6.3M |
| FMR LLC | $70.3M | 3,312,579 | 0.00% | 29q | -38.7%-$44.5M |
| DIMENSIONAL FUND ADVISORS LP | $58.2M | 2,744,730 | 0.01% | 31q | +14.6%+$7.4M |
| STATE STREET CORP | $53.3M | 2,468,483 | 0.00% | 31q | +7.5%+$3.7M |
| GOLDMAN SACHS GROUP INC | $51.1M | 2,407,712 | 0.00% | 31q | +74.9%+$21.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $49.4M | 2,327,538 | 0.00% | 2q | +2.3%+$1.1M |
| LSV ASSET MANAGEMENT | $48.4M | 2,280,279 | 0.09% | 27q | -1.4%-$700.3K |
| IEQ CAPITAL, LLC | $37.6M | 1,770,257 | 0.17% | 18q | -54.7%-$45.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 1,468,034 | 0.00% | 31q | +8.3%+$2.4M |
| Bragg Financial Advisors, Inc | $25.2M | 1,189,215 | 0.68% | 16q | +5.9%+$1.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.5M | 1,155,346 | 0.00% | 31q | -8.9%-$2.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $23.4M | 1,104,571 | 0.00% | 20q | -12.1%-$3.2M |
| Huber Capital Management LLC | $22.5M | 1,061,869 | 3.32% | 25q | -37.6%-$13.6M |
| MORGAN STANLEY | $22.2M | 1,047,419 | 0.00% | 35q | +33.6%+$5.6M |
| Bank of New York Mellon Corp | $18.9M | 888,866 | 0.00% | 31q | +3.9%+$714.9K |
| AMERICAN CENTURY COMPANIES INC | $18.1M | 853,179 | 0.01% | 29q | +148.8%+$10.8M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $17.7M | 831,810 | 0.05% | 3q | +12.8%+$2.0M |
| AQR CAPITAL MANAGEMENT LLC | $15.3M | 720,150 | 0.01% | 30q | +150.6%+$9.2M |
| MILLENNIUM MANAGEMENT LLC | $15.1M | 709,357 | 0.01% | 25q | +295.4%+$11.2M |
| NORTHERN TRUST CORP | $14.3M | 675,057 | 0.00% | 31q | +12.1%+$1.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $13.8M | 651,996 | 0.24% | 7q | -2.6%-$362.3K |
| Invesco Ltd. | $12.3M | 579,041 | 0.00% | 31q | +8.9%+$1.0M |
| CITADEL ADVISORS LLC | $11.1M incl. $1.8M options CALL | 437,058 | 0.00% | 31q | +180.4%+$7.1M |
| Pacer Advisors, Inc. | $9.6M | 450,923 | 0.02% | 2q | +9.2%+$804.7K |
| MARSHALL WACE, LLP | $8.7M | 410,710 | 0.01% | 11q | +687.8%+$7.6M |
| VICTORY CAPITAL MANAGEMENT INC | $8.4M | 394,376 | 0.00% | 28q | +8.4%+$649.9K |
| Advisors Asset Management, Inc. | $7.6M | 357,337 | 0.12% | 7q | +35.4%+$2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.5M | 354,744 | 0.13% | 4q | -2.5%-$195.2K |
| VANGUARD FIDUCIARY TRUST CO | $7.4M | 348,824 | 0.00% | 2q | +1.3%+$95.1K |
| PANAGORA ASSET MANAGEMENT INC | $6.8M | 321,099 | 0.02% | 8q | +27.3%+$1.5M |
| PRINCIPAL FINANCIAL GROUP INC | $6.5M | 307,996 | 0.00% | 31q | +1.3%+$86.5K |
| CSM Advisors, LLC | $6.5M | 306,014 | 0.14% | 5q | +7.0%+$425.2K |
| Allianz Asset Management GmbH | $6.3M | 296,542 | 0.01% | 2q | +144.0%+$3.7M |
| BANK OF AMERICA CORP /DE/ | $6.3M | 294,594 | 0.00% | 31q | +51.2%+$2.1M |
| Qube Research & Technologies Ltd | $6.1M | 286,621 | 0.01% | 19q | +16.8%+$873.3K |
| Creative Planning | $5.8M | 271,002 | 0.00% | 6q | +181.8%+$3.7M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $5.6M | 262,831 | 0.01% | 7q | +1.6%+$85.2K |
| Miller Value Partners, LLC | $5.5M | 258,000 | 1.29% | 4q | +115.0%+$2.9M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.3M | 251,447 | 0.17% | 2q | -8.0%-$465.2K |
| Empowered Funds, LLC | $5.0M | 236,744 | 0.03% | 4q | -1.7%-$84.5K |
| Balyasny Asset Management L.P. | $5.0M | 234,921 | 0.01% | 4q | -60.6%-$7.7M |
| FIRST TRUST ADVISORS LP | $4.7M | 221,265 | 0.00% | 7q | +12.6%+$525.0K |
| Russell Investments Group, Ltd. | $4.1M | 192,157 | 0.00% | 31q | +12.8%+$461.6K |
| SEI INVESTMENTS CO | $4.0M | 188,883 | 0.00% | 10q | -22.9%-$1.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.9M | 182,312 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $3.9M | 182,289 | 0.01% | 7q | -21.2%-$1.0M |
| XTX Topco Ltd | $3.8M | 180,319 | 0.05% | 2q | +595.4%+$3.3M |
| Public Sector Pension Investment Board | $3.8M | 180,284 | 0.01% | 31q | -3.3%-$130.1K |
| UBS Group AG | $3.8M | 179,366 | 0.00% | 31q | -18.6%-$867.3K |
| Nuveen, LLC | $3.6M | 168,344 | 0.00% | 6q | +13.6%+$427.1K |
| AMERIPRISE FINANCIAL INC | $3.4M | 158,362 | 0.00% | 31q | +5.9%+$188.3K |
| Trexquant Investment LP | $3.3M | 157,506 | 0.02% | 3q | -42.6%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M incl. $2.8M options CALL+PUT | 23,495 | 0.00% | 31q | -21.5%-$902.2K |
| Inspire Advisors, LLC | $3.3M | 154,942 | 0.23% | 5q | +5.7%+$176.5K |
| Sepio Capital, LP | $3.1M | 144,609 | 0.15% | 3q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $3.0M | 143,592 | 0.20% | 3q | +13.0%+$350.1K |
| RAYMOND JAMES FINANCIAL INC | $3.0M | 142,832 | 0.00% | 7q | +23.9%+$584.3K |
| Quantinno Capital Management LP | $3.0M | 141,470 | 0.00% | 5q | +198.1%+$2.0M |
| RHUMBLINE ADVISERS | $2.9M | 136,873 | 0.00% | 31q | -7.8%-$244.2K |
| Susquehanna Portfolio Strategies, LLC | $2.9M | 136,656 | 0.05% | 2q | +15.3%+$385.2K |
| Vanguard Global Advisers, LLC | $2.9M | 135,250 | 0.00% | 2q | +23.6%+$548.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $2.8M | 131,517 | 0.03% | 9q | -26.8%-$1.0M |
| PICTON MAHONEY ASSET MANAGEMENT | $2.8M | 131,437 | 0.02% | new | NEW |
| Jump Financial, LLC | $2.7M | 127,100 | 0.02% | 2q | +194.3%+$1.8M |
| Lido Advisors, LLC | $2.7M | 124,926 | 0.01% | 4q | HELD |
| JANE STREET GROUP, LLC | $2.5M CALL+PUT | options only | 0.00% | 25q | OPTIONS |
| Legal & General Group Plc | $2.5M | 118,017 | 0.00% | 31q | -6.9%-$186.7K |
| TWO SIGMA INVESTMENTS, LP | $2.4M | 115,280 | 0.00% | 2q | +753.9%+$2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.4M | 114,141 | 0.00% | 31q | -10.5%-$284.0K |
| CLARK ESTATES INC/NY | $2.4M | 113,000 | 0.55% | 6q | HELD |
| ALGERT GLOBAL LLC | $2.3M | 109,568 | 0.03% | 13q | +93.0%+$1.1M |
| Swiss National Bank | $2.2M | 105,000 | 0.00% | 31q | +2.1%+$46.7K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.2M | 101,959 | 0.00% | 5q | -0.6%-$12.0K |
| D. E. Shaw & Co., Inc. | $2.1M | 98,304 | 0.00% | 31q | -46.2%-$1.8M |
| Corient Private Wealth LP | $1.9M | 91,393 | 0.00% | new | NEW |
| Venture Visionary Partners LLC | $1.9M | 91,367 | 0.05% | new | NEW |
| Point72 Asset Management, L.P. | $1.9M | 90,403 | 0.00% | 2q | -47.9%-$1.8M |
| Cerity Partners LLC | $1.9M | 90,139 | 0.00% | 5q | +34.5%+$490.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.9M | 88,798 | 0.00% | 31q | +22.4%+$344.7K |
| SEGALL BRYANT & HAMILL, LLC | $1.8M | 85,860 | 0.02% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $1.8M | 83,200 | 0.00% | 2q | +30.2%+$409.5K |
| ROYAL BANK OF CANADA | $1.8M | 82,978 | 0.00% | 31q | +468.3%+$1.5M |
| Range Financial Group LLC | $1.8M | 82,907 | 0.48% | 3q | +2.4%+$40.5K |
| BEACON FINANCIAL GROUP | $1.6M | 76,108 | 0.15% | 4q | HELD |
| ExodusPoint Capital Management, LP | $1.6M | 74,030 | 0.01% | new | NEW |
| LPL Financial LLC | $1.5M | 72,880 | 0.00% | 12q | +3.8%+$56.2K |
| JPMORGAN CHASE & CO | $1.5M | 68,727 | 0.00% | 31q | -7.8%-$125.0K |
| WELLS FARGO & COMPANY/MN | $1.4M | 67,585 | 0.00% | 31q | +124.4%+$795.0K |
| IMC-Chicago, LLC | $1.4M CALL+PUT | options only | 0.00% | 2q | OPTIONS |
| OSAIC HOLDINGS, INC. | $1.3M | 63,228 | 0.00% | 26q | +2079.5%+$1.3M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $1.3M | 62,920 | 0.00% | 31q | -8.7%-$126.5K |
| Mork Capital Management, LLC | $1.3M | 62,610 | 0.85% | 7q | HELD |
| ALLIANCEBERNSTEIN L.P. | $1.3M | 71,528 | 0.00% | 31q | -1.2%-$16.2K |
| DEUTSCHE BANK AG\ | $1.3M | 59,325 | 0.00% | 34q | +22.7%+$233.0K |
| Engineers Gate Manager LP | $1.2M | 58,810 | 0.02% | 14q | +62.0%+$477.4K |
| Kendall Capital Management | $1.2M | 58,130 | 0.21% | 24q | -17.8%-$266.8K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.2M | 57,253 | 0.00% | 31q | +19.1%+$194.4K |
| State of Tennessee, Department of Treasury | $1.2M | 57,072 | 0.00% | 31q | -16.8%-$243.8K |
| GUGGENHEIM CAPITAL LLC | $1.2M | 56,129 | 0.01% | 5q | +35.3%+$310.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 8.0% |
| 2026-10-08 | 13G | Dimensional Fund Advisors LP | 5.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-22 | 2026-09-22 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-21 | Blasquez Anthony J | EVP-RAC | Sold | 10,000 | $188.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $27.8M | 1,773,580 | 9 | 19 | 13 | 0.0% |
| Q2 2026 | 264 | $1.2B | 58,023,822 | 38 | 102 | 65 | 0.8% |
| Q1 2026 | 244 | $1.0B | 55,996,930 | 35 | 89 | 67 | 0.5% |
| Q4 2025 | 240 | $976.0M | 55,262,288 | 35 | 87 | 78 | 0.3% |
| Q3 2025 | 264 | $1.3B | 53,978,841 | 43 | 88 | 92 | 0.6% |
| Q2 2025 | 259 | $1.3B | 52,790,599 | 45 | 109 | 64 | 0.4% |
| Q1 2025 | 245 | $1.2B | 48,086,409 | 36 | 98 | 74 | 0.3% |
| Q4 2024 | 243 | $1.4B | 46,655,037 | 25 | 88 | 74 | 0.2% |
| Q3 2024 | 249 | $1.5B | 45,400,639 | 30 | 99 | 80 | 0.3% |
| Q2 2024 | 251 | $1.5B | 49,892,820 | 38 | 96 | 75 | 0.2% |
| Q1 2024 | 244 | $1.7B | 47,351,360 | 35 | 75 | 83 | 0.4% |
| Q4 2023 | 234 | $1.6B | 45,615,682 | 34 | 58 | 89 | 0.3% |
| Q3 2023 | 218 | $1.3B | 45,240,731 | 24 | 72 | 81 | 0.3% |
| Q2 2023 | 220 | $1.5B | 48,827,177 | 45 | 67 | 78 | 0.4% |
| Q1 2023 | 207 | $1.4B | 56,265,800 | 31 | 53 | 79 | 2.7% |
| Q4 2022 | 207 | $1.1B | 49,172,291 | 39 | 55 | 86 | 2.0% |
| Q3 2022 | 198 | $3.7B | 211,218,882 | 26 | 59 | 77 | 0.8% |
| Q2 2022 | 209 | $5.1B | 260,104,644 | 29 | 52 | 90 | 0.9% |
| Q1 2022 | 213 | $5.1B | 202,713,158 | 35 | 77 | 62 | 0.4% |
| Q4 2021 | 247 | $3.6B | 74,043,939 | 27 | 86 | 88 | 1.6% |
| Q3 2021 | 272 | $3.9B | 69,584,622 | 40 | 69 | 116 | 0.8% |
| Q2 2021 | 279 | $4.0B | 75,310,299 | 41 | 114 | 83 | 0.9% |
| Q1 2021 | 268 | $3.8B | 64,503,869 | 52 | 68 | 109 | 1.0% |
| Q4 2020 | 245 | $2.8B | 72,389,865 | 37 | 66 | 87 | 1.1% |
| Q3 2020 | 242 | $2.4B | 79,689,907 | 49 | 71 | 77 | 1.2% |
| Q2 2020 | 205 | $2.0B | 70,314,335 | 35 | 46 | 90 | 0.8% |
| Q1 2020 | 201 | $1.8B | 127,631,242 | 23 | 65 | 81 | 0.4% |
| Q4 2019 | 227 | $2.9B | 97,780,218 | 29 | 71 | 86 | 2.7% |
| Q3 2019 | 229 | $2.0B | 73,089,521 | 43 | 79 | 71 | 4.6% |
| Q2 2019 | 213 | $3.1B | 110,558,468 | 43 | 82 | 51 | 5.2% |
| Q1 2019 | 202 | $2.4B | 112,117,068 | 59 | 65 | 51 | 3.7% |
| Q4 2018 | 178 | $3.2B | 191,479,328 | 7 | 2 | 3 | 3.4% |