Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UPBD held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.2M | $148.2M | +0.9% | 14.123% | 0.00% |
| 2 | FMR LLC | 5.4M | $97.6M | +4.0% | 9.305% | 0.01% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.9M | $71.1M | β | 6.778% | 0.00% |
| 4 | IEQ CAPITAL, LLC | 3.9M | $70.5M | -4.8% | 6.717% | 0.33% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.4M | $43.2M | +15.8% | 4.121% | 0.01% |
| 6 | STATE STREET CORP | 2.3M | $41.5M | -4.7% | 3.952% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $41.1M | β | 3.916% | 0.00% |
| 8 | Huber Capital Management LLC | 1.7M | $30.7M | -2.1% | 2.930% | 4.75% |
| 9 | GOLDMAN SACHS GROUP INC | 1.4M | $24.9M | +89.4% | 2.369% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $24.5M | +5.9% | 2.331% | 0.00% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $22.9M | +2.6% | 2.182% | 0.00% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $22.7M | -4.5% | 2.161% | 0.00% |
| 13 | Bragg Financial Advisors, Inc | 1.1M | $20.3M | +1.6% | 1.932% | 0.64% |
| 14 | Bank of New York Mellon Corp | 855K | $15.4M | -1.7% | 1.472% | 0.00% |
| 15 | MORGAN STANLEY | 784K | $14.1M | -3.0% | 1.349% | 0.00% |
| 16 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 738K | $13.3M | +1089.8% | 1.269% | 0.04% |
| 17 | KENNEDY CAPITAL MANAGEMENT, INC. | 669K | $12.1M | -0.5% | 1.151% | 0.26% |
| 18 | NORTHERN TRUST CORP | 602K | $10.9M | +1.2% | 1.036% | 0.00% |
| 19 | BALYASNY ASSET MANAGEMENT LLC | 597K | $10.8M | +35.2% | 1.027% | 0.04% |
| 20 | Invesco Ltd. | 532K | $9.6M | -3.1% | 0.915% | 0.00% |
| 21 | Pacer Advisors, Inc. | 413K | $7.5M | β | 0.711% | 0.02% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 364K | $6.6M | +4.6% | 0.626% | 0.13% |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 364K | $6.6M | +0.3% | 0.626% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 344K | $6.2M | β | 0.593% | 0.00% |
| 25 | AMERICAN CENTURY COMPANIES INC | 343K | $6.2M | +27.8% | 0.590% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UPBD β a direct measure of their conviction.
Filings activity in UPBD during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UPBD position in Q1 2026
Institutions that fully closed their UPBD position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 235 | +1.3% | 86.71% | +5.07 pp | $954M | +6.2% |
| Q4 2025 | 232 | 9.0% | 81.64% | 26.58 pp | $899M | 25% |
| Q3 2025 | 255 | +0.8% | 108.22% | 6.08 pp | $1.19B | 5.3% |
| Q2 2025 | 253 | +6.3% | 114.30% | +15.10 pp | $1.26B | +15% |
| Q1 2025 | 238 | 1.7% | 99.20% | 100.79 pp | $1.09B | 80% |
| Q4 2024 | 242 | 0.4% | 199.99% | +77.94 pp | $5.33B | +297% |
| Q3 2024 | 243 | 2.8% | 122.05% | 5.74 pp | $1.34B | 4.5% |
| Q2 2024 | 250 | β | 127.79% | β | $1.41B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UPBD stock.
Based on Q1 2026 13F filings, institutional ownership of Upbound Group, Inc. stands at 86.7%, held across 235 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UPBD, with approximately 8,208,065 shares worth $0.15B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of UPBD.
Our composite Smart Money Score for UPBD is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
42 institutions opened new positions in UPBD during Q1 2026, while 39 fully exited. 134 added to existing positions and 52 trimmed.
UPBD institutional ownership rose by 5.07 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 62.1% of all reported 13F value in UPBD, and the top 25 account for 81.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Upbound Group, Inc. (UPBD) Institutional Ownership