13F reference period
Q2 2026
Security Snapshot
UPBOUND GROUP, INC. - Common Stock (UPBD) Institutional Ownership
CUSIP: 76009N100
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
256
Shares (Excl. Options)
58.02M
Full value: 58,023,789 · shares · 30 Jun 2026Price
$21.22
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- UPBD on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 58,023,789
- Total 13F value
- $1,232,181,384
- Portfolio coverage rank
- 0%
- Share change
- +2,087,505
- Value change
- +$45,002,046
- Number of holders
- 256
- Shares outstanding
- 57,772,481
- SEC-reported price per share
- $15.70
- Insider filing price
- $15.70
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- UPBD - UPBOUND GROUP, INC. - Common Stock is tracked under CUSIP 76009N100.
- 256 institutions reported positions in Q2 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 238 to 256 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$1.01B
Full value: $1,010,658,626 · USD · 31 Mar 2026.$1.23B
Full value: $1,232,181,384 · USD · 30 Jun 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 256 institutions filings for Q2 2026.
Security key
76009N100
13F reference period
Q2 2026
13F holders
256
13D/G owners
6
CIK / CUSIP context first
Open Q2 2026 holders
UPBD full holder history
UPBOUND GROUP, INC. SEC filings
UPBOUND GROUP, INC. company facts
UPBOUND GROUP, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 76009N100:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
UPBD
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | $161,530,460 | 7,860,363 | BlackRock, Inc. | 31 Mar 2025 | |||
| IEQ CAPITAL, LLC | 7.9% | $119,645,469 | 4,540,625 | IEQ CAPITAL, LLC | 30 Jun 2025 | |||
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7% | $73,230,619 | 4,057,098 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| FMR LLC | 5.7% | -37% | $68,007,254 | -$38,694,451 | 3,312,579 | -36% | FMR LLC | 30 Jun 2026 |
| DIMENSIONAL FUND ADVISORS LP | 5.4% | $48,979,510 | 3,119,714 | Dimensional Fund Advisors LP | 30 Sep 2026 | |||
| Allred Aaron R | 3.1% | -57% | $38,655,243 | -$48,372,921 | 1,821,642 | -56% | Allred Aaron R | 30 Jun 2026 |
As of 30 Jun 2026,
256
institutional investors reported holding
shares of
UPBOUND GROUP, INC. - Common Stock (UPBD).
This represents
100%
of the company’s total
outstanding shares.
58.02M
Full value: 58,023,789 · shares · 30 Jun 202657.77M
Full value: 57,772,481 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
77%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 16% | 9,152,511 | +12% | 0% | $194,216,286 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.3% | 4,234,326 | +7.5% | 0% | $89,852,398 |
| FMR LLC | 5.7% | 3,312,579 | -39% | 0% | $70,292,934 |
| DIMENSIONAL FUND ADVISORS LP | 4.8% | 2,744,730 | +15% | 0.01% | $58,241,881 |
| STATE STREET CORP | 4.3% | 2,468,483 | +7.5% | 0% | $53,317,690 |
| GOLDMAN SACHS GROUP INC | 4.2% | 2,407,712 | +75% | 0.01% | $51,091,644 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 2,327,538 | +2.3% | 0% | $49,390,356 |
| LSV ASSET MANAGEMENT | 3.9% | 2,280,279 | -1.4% | 0.09% | $48,388,000 |
| IEQ CAPITAL, LLC | 3.1% | 1,770,257 | -55% | 0.17% | $37,564,853 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 1,468,034 | +8.3% | 0% | $31,157,274 |
| Bragg Financial Advisors, Inc | 2.1% | 1,189,215 | +5.9% | 0.68% | $25,235,143 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2% | 1,155,346 | -8.9% | 0% | $24,516,442 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.9% | 1,104,571 | -12% | 0% | $23,438,996 |
| Huber Capital Management LLC | 1.8% | 1,061,869 | -38% | 3.3% | $22,532,861 |
| MORGAN STANLEY | 1.8% | 1,047,419 | +34% | 0% | $22,226,239 |
| Bank of New York Mellon Corp | 1.5% | 888,866 | +3.9% | 0% | $18,861,730 |
| AMERICAN CENTURY COMPANIES INC | 1.5% | 853,179 | +149% | 0.01% | $18,104,458 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.4% | 831,810 | +13% | 0.05% | $17,651,008 |
| AQR CAPITAL MANAGEMENT LLC | 1.2% | 720,150 | +151% | 0.01% | $15,281,581 |
| MILLENNIUM MANAGEMENT LLC | 1.2% | 709,357 | +295% | 0.01% | $15,052,556 |
| NORTHERN TRUST CORP | 1.2% | 675,057 | +12% | 0% | $14,324,710 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.1% | 651,996 | -2.6% | 0.24% | $13,835,355 |
| Invesco Ltd. | 1% | 579,041 | +8.9% | 0% | $12,287,251 |
| Pacer Advisors, Inc. | 0.78% | 450,923 | +9.2% | 0.02% | $9,569,000 |
| CITADEL ADVISORS LLC | 0.76% | 437,058 | +180% | 0.01% | $9,274,371 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 1,707,121 | $26,801,510 | +$13,439,458 | $15.70 | 52 |
| 2026 Q2 | 58,023,789 | $1,232,181,384 | +$45,002,046 | $21.22 | 256 |
| 2026 Q1 | 55,996,839 | $1,010,658,626 | +$25,464,183 | $18.05 | 238 |
| 2025 Q4 | 55,238,551 | $972,263,293 | +$20,014,148 | $17.56 | 236 |
| 2025 Q3 | 53,711,447 | $1,270,235,393 | +$16,855,240 | $23.63 | 259 |
| 2025 Q2 | 52,995,905 | $1,331,480,231 | +$121,988,407 | $25.10 | 254 |
| 2025 Q1 | 48,177,182 | $1,153,615,643 | +$35,966,956 | $23.96 | 240 |
| 2024 Q4 | 46,655,010 | $1,361,915,931 | +$30,083,482 | $29.17 | 239 |
| 2024 Q3 | 45,218,242 | $1,446,264,197 | -$167,986,812 | $31.99 | 245 |
| 2024 Q2 | 49,869,237 | $1,531,835,568 | +$108,355,655 | $30.70 | 246 |
| 2024 Q1 | 46,123,348 | $1,623,356,742 | +$55,955,618 | $35.21 | 240 |
| 2023 Q4 | 44,611,104 | $1,516,020,189 | -$21,832,321 | $33.97 | 233 |
| 2023 Q3 | 45,239,357 | $1,332,272,664 | -$109,132,929 | $29.45 | 213 |
| 2023 Q2 | 48,687,381 | $1,516,295,469 | +$38,932,065 | $31.13 | 213 |
| 2023 Q1 | 47,767,989 | $1,170,510,878 | -$30,669,611 | $24.51 | 199 |
| 2022 Q4 | 49,196,074 | $1,110,233,999 | +$47,103,899 | $22.55 | 201 |
| 2022 Q3 | 47,422,024 | $830,438,195 | -$42,786,344 | $17.51 | 197 |
| 2022 Q2 | 49,632,873 | $966,378,144 | -$43,935,681 | $19.45 | 205 |
| 2022 Q1 | 51,775,357 | $1,304,416,354 | +$60,571,038 | $25.19 | 214 |
| 2021 Q4 | 48,224,645 | $2,317,203,070 | -$158,897,614 | $48.04 | 242 |
| 2021 Q3 | 50,943,974 | $2,864,449,047 | -$61,555,363 | $56.21 | 268 |
| 2021 Q2 | 52,069,411 | $2,764,633,104 | +$100,339,785 | $53.07 | 280 |
| 2021 Q1 | 50,185,464 | $2,893,451,732 | -$2,698,110 | $57.66 | 267 |
| 2020 Q4 | 50,475,748 | $1,933,134,656 | -$46,082,457 | $38.29 | 242 |
| 2020 Q3 | 52,419,758 | $1,566,813,245 | -$43,928,542 | $29.89 | 241 |