UPBD Upbound Group, Inc.
Upbound Group, Inc. (UPBD) Institutional Ownership
What the institutions did with UPBD last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 9.2M | 15.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | 7.3% |
| FMR LLC | 3.3M | 5.7% |
| DIMENSIONAL FUND ADVISORS LP | 2.7M | 4.7% |
| STATE STREET CORP | 2.5M | 4.3% |
| GOLDMAN SACHS GROUP INC | 2.4M | 4.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | 4.0% |
| LSV ASSET MANAGEMENT | 2.3M | 3.9% |
| IEQ CAPITAL, LLC | 1.8M | 3.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.5M | 2.5% |
| Bragg Financial Advisors, Inc | 1.2M | 2.0% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | 2.0% |
| WELLINGTON MANAGEMENT GROUP LLP | 1.1M | 1.9% |
| Huber Capital Management LLC | 1.1M | 1.8% |
| MORGAN STANLEY | 1.0M | 1.8% |
| Bank of New York Mellon Corp | 888.9K | 1.5% |
| AMERICAN CENTURY COMPANIES INC | 853.2K | 1.5% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 831.8K | 1.4% |
| AQR CAPITAL MANAGEMENT LLC | 720.2K | 1.2% |
| MILLENNIUM MANAGEMENT LLC | 709.4K | 1.2% |
| NORTHERN TRUST CORP | 675.1K | 1.2% |
| KENNEDY CAPITAL MANAGEMENT LLC | 652.0K | 1.1% |
| Invesco Ltd. | 579.0K | 1.0% |
| Pacer Advisors, Inc. | 450.9K | 0.8% |
| CITADEL ADVISORS LLC | 437.1K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| IEQ CAPITAL, LLC | Reduced | 3.9M | 1.8M | -2.1M |
| FMR LLC | Reduced | 5.4M | 3.3M | -2.1M |
| GOLDMAN SACHS GROUP INC | Increased | 1.4M | 2.4M | +1.0M |
| BlackRock, Inc. | Increased | 8.2M | 9.2M | +944.4K |
| Huber Capital Management LLC | Reduced | 1.7M | 1.1M | -640.7K |
| MILLENNIUM MANAGEMENT LLC | Increased | 179.4K | 709.4K | +530.0K |
| AMERICAN CENTURY COMPANIES INC | Increased | 342.9K | 853.2K | +510.2K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 287.3K | 720.2K | +432.8K |
| Balyasny Asset Management L.P. | Reduced | 596.7K | 234.9K | -361.8K |
| MARSHALL WACE, LLP | Increased | 52.1K | 410.7K | +358.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 2.4M | 2.7M | +350.0K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 3.9M | 4.2M | +295.2K |
| CITADEL ADVISORS LLC | Increased | 155.9K | 437.1K | +281.2K |
| MORGAN STANLEY | Increased | 783.7K | 1.0M | +263.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 182.3K | +182.3K |
| Allianz Asset Management GmbH | Increased | 121.5K | 296.5K | +175.0K |
| Creative Planning | Increased | 96.2K | 271.0K | +174.8K |
| STATE STREET CORP | Increased | 2.3M | 2.5M | +172.0K |
| XTX Topco Ltd | Increased | 25.9K | 180.3K | +154.4K |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | 1.3M | 1.1M | -151.5K |
| Miller Value Partners, LLC | Increased | 120.0K | 258.0K | +138.0K |
| PICTON MAHONEY ASSET MANAGEMENT | New | 0 | 131.4K | +131.4K |
| Trexquant Investment LP | Reduced | 274.3K | 157.5K | -116.8K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.4M | 1.5M | +113.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 1.3M | 1.2M | -112.7K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 150.2K | 37.9K | -112.3K |
| TWO SIGMA INVESTMENTS, LP | Increased | 13.5K | 115.3K | +101.8K |
| Squarepoint Ops LLC | Reduced | 148.0K | 46.6K | -101.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 194.8K | 294.6K | +99.8K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Increased | 737.7K | 831.8K | +94.2K |
| Quantinno Capital Management LP | Increased | 47.5K | 141.5K | +94.0K |
| Advisors Asset Management, Inc. | Increased | 263.8K | 357.3K | +93.5K |
| Corient Private Wealth LP | New | 0 | 91.4K | +91.4K |
| Venture Visionary Partners LLC | New | 0 | 91.4K | +91.4K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 85.9K | +85.9K |
| D. E. Shaw & Co., Inc. | Reduced | 182.7K | 98.3K | -84.4K |
| Jump Financial, LLC | Increased | 43.2K | 127.1K | +83.9K |
| Point72 Asset Management, L.P. | Reduced | 173.6K | 90.4K | -83.2K |
| ExodusPoint Capital Management, LP | New | 0 | 74.0K | +74.0K |
| NORTHERN TRUST CORP | Increased | 602.2K | 675.1K | +72.9K |
| PANAGORA ASSET MANAGEMENT INC | Increased | 252.2K | 321.1K | +68.9K |
| ROYAL BANK OF CANADA | Increased | 14.6K | 83.0K | +68.4K |
| Bragg Financial Advisors, Inc | Increased | 1.1M | 1.2M | +66.3K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 81.5K | 18.6K | -62.9K |
| OSAIC HOLDINGS, INC. | Increased | 2.9K | 63.2K | +60.3K |
| Mitsubishi UFJ Trust & Banking Corp | Reduced | 99.2K | 41.5K | -57.7K |
| SEI INVESTMENTS CO | Reduced | 244.8K | 188.9K | -56.0K |
| ALGERT GLOBAL LLC | Increased | 56.8K | 109.6K | +52.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 2.3M | 2.3M | +51.9K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 231.3K | 182.3K | -49.0K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 179.7K | 131.5K | -48.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | New | 0 | 47.8K | +47.8K |
| Invesco Ltd. | Increased | 531.8K | 579.0K | +47.2K |
| SG Americas Securities, LLC | New | 0 | 42.3K | +42.3K |
| Qube Research & Technologies Ltd | Increased | 245.5K | 286.6K | +41.2K |
| UBS Group AG | Reduced | 220.2K | 179.4K | -40.9K |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | Sold Out | 40.8K | 0 | -40.8K |
| Pacer Advisors, Inc. | Increased | 413.0K | 450.9K | +37.9K |
| WELLS FARGO & COMPANY/MN | Increased | 30.1K | 67.6K | +37.5K |
| Focus Partners Wealth | New | 0 | 37.1K | +37.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.