Who Owns Upbound Group, Inc. (UPBD)?Hedge Fund & Institutional Holders

$18.33+0.40 (+2.23%)TechnologyNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

9.800834721900621e+283%

QoQ Change in Holders

+9 / -3

Price History

$16.10$20.83$25.55$30.28$35.01Sep 24Jun 25Mar 26

UPBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+270K+$90.9B
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+282K+$5.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+249K+$4.4B
MILLENNIUM MANAGEMENT LLCIncreased+303K+$3.9B
Sepio Capital, LPNew Position+148K+$2.6B
Inspire Advisors, LLCNew Position+133K+$2.3B
Mitsubishi UFJ Trust & Banking CorpNew Position+119K+$2.1B
Western Standard LLCNew Position+100K+$1.8B
BALYASNY ASSET MANAGEMENT L.P.Increased+209K+$1.5B
Range Financial Group LLCNew Position+76K+$1.3B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNew Position+62K+$1.1B
DEUTSCHE BANK AG\Increased+109K+$1.0B
Y-Intercept (Hong Kong) LtdNew Position+96K+$1.0B
D. E. Shaw & Co., Inc.Increased+185K+$954.6M
GOLDMAN SACHS GROUP INCIncreased+258K+$926.9M

UPBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
IEQ CAPITAL, LLCDecreased-22K-$97.4B
DIMENSIONAL FUND ADVISORS LPDecreased-73K-$16.6B
Qube Research & Technologies LtdDecreased-112K-$15.7B
FULLER & THALER ASSET MANAGEMENT, INC.Closed Position-384K-$9.1B
Lido Advisors, LLCDecreased-58K-$8.7B
Nuveen, LLCDecreased-184K-$8.5B
NORTHERN TRUST CORPDecreased-27K-$6.7B
CITADEL ADVISORS LLCDecreased-146K-$6.4B
JPMORGAN CHASE & CODecreased-169K-$6.3B
AMERICAN CENTURY COMPANIES INCDecreased-85K-$4.4B
MARSHALL WACE, LLPDecreased-93K-$4.2B
Connor, Clark & Lunn Investment Management Ltd.Decreased-61K-$3.6B
Brandywine Global Investment Management, LLCClosed Position-149K-$3.5B
JANE STREET GROUP, LLCDecreased-77K-$3.3B
VOLORIDGE INVESTMENT MANAGEMENT, LLCClosed Position-128K-$3.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FMR LLC5,134,161$90.0B0.00%Share
2DIMENSIONAL FUND ADVISORS LP1,925,501$33.0B0.01%Share
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,235,539$21.0B0.00%Share
4Bragg Financial Advisors, Inc1,105,047$19.0B0.62%Share
5KENNEDY CAPITAL MANAGEMENT LLC672,289$11.8B0.25%Share
6WELLINGTON MANAGEMENT GROUP LLP640,797$11.0B0.00%Share
7GOLDMAN SACHS GROUP INC610,430$10.0B0.00%Share
8WELLINGTON MANAGEMENT GROUP LLP515,122$9.0B0.00%Share
9Invesco Ltd.491,987$8.6B0.00%Share
10NORTHERN TRUST CORP505,608$8.0B0.00%Share
11BALYASNY ASSET MANAGEMENT L.P.440,141$7.0B0.01%Share
12D. E. Shaw & Co., Inc.440,371$7.0B0.00%Share
13MILLENNIUM MANAGEMENT LLC391,580$6.0B0.00%Share
14BRIDGEWAY CAPITAL MANAGEMENT, LLC347,851$6.0B0.13%Share
15VICTORY CAPITAL MANAGEMENT INC362,607$6.0B0.00%Share
16PANAGORA ASSET MANAGEMENT INC328,753$5.0B0.02%Share
17AQR CAPITAL MANAGEMENT LLC329,587$5.0B0.00%Share
18Connor, Clark & Lunn Investment Management Ltd.301,906$5.0B0.01%Share
19Nuveen, LLC294,693$5.0B0.00%Share
20Universal- Beteiligungs- und Servicegesellschaft mbH282,320$5.0B0.01%Share
21PRINCIPAL FINANCIAL GROUP INC246,140$4.3B0.00%Share
22CITADEL ADVISORS LLC284,236$4.0B0.00%Share
23AMERICAN CENTURY COMPANIES INC268,405$4.0B0.00%Share
24Nuveen, LLC182,000$3.0B0.00%Share
25PUBLIC SECTOR PENSION INVESTMENT BOARD180,595$3.0B0.01%Share
26Sepio Capital, LP148,309$2.6B0.14%Share
27Inspire Advisors, LLC133,069$2.3B0.21%Share
28Mitsubishi UFJ Trust & Banking Corp119,202$2.1B0.00%Share
29RHUMBLINE ADVISERS145,960$2.0B0.00%Share
30Advisors Asset Management, Inc.162,218$2.0B0.03%Share
31DEUTSCHE BANK AG\148,518$2.0B0.00%Share
32BARCLAYS PLC121,512$2.0B0.00%Share
33GOLDMAN SACHS GROUP INC116,514$2.0B0.00%Share
34FIRST TRUST ADVISORS LP124,928$2.0B0.00%Share
35Western Standard LLC100,000$1.8B0.81%Share
36SEGALL BRYANT & HAMILL, LLC86,887$1.5B0.02%Share
37Range Financial Group LLC75,882$1.3B0.46%Share
38MILLER VALUE PARTNERS, LLC70,000$1.2B0.43%Share
39UBS Group AG68,381$1.2B0.00%Share
40Mork Capital Management, LLC62,610$1.1B0.67%Share
41HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC62,000$1.1B0.00%Share
42Legal & General Group Plc82,886$1.0B0.00%Share
43Y-Intercept (Hong Kong) Ltd96,277$1.0B0.02%Share
44BANK OF AMERICA CORP /DE/101,262$1.0B0.00%Share
45BANK OF AMERICA CORP /DE/69,069$1.0B0.00%Share
46RAYMOND JAMES FINANCIAL INC72,718$1.0B0.00%Share
47State of Tennessee, Department of Treasury57,873$1.0B0.00%Share
48WELLINGTON MANAGEMENT GROUP LLP86,837$1.0B0.00%Share
49FMR LLC63,031$1.0B0.00%Share
50ALLIANCEBERNSTEIN L.P.72,428$1.0B0.00%Share

UPBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025236$349.4B+43
Q3 2025193$533.1B-29
Q2 2025222$626.2B-19
Q1 2025241$724.6B+15
Q4 2024226$1.1T+31
Q3 2024195$34.9T-10
Q2 2024205$44.0T+18
Q1 2024187$248.9T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold UPBD (Upbound Group, Inc.). The largest holder is FMR LLC with $90.0B in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own UPBD?

As of Q4 2025, 50 institutional investors report holding UPBD (Upbound Group, Inc.) in their 13F filings.

Who is the largest institutional holder of UPBD?

The largest institutional holder of UPBD is FMR LLC with $90.0B in shares.

Is institutional ownership of UPBD increasing or decreasing?

This quarter, 9 institutions opened new positions in UPBD and 3 closed their positions.