Ranked by reported Q2 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. | 9.2M | $194.2M | +11.5% | 15.701% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $89.9M | +7.5% | 7.264% | 0.00% |
| 3 | FMR LLC | 3.3M | $70.3M | -38.7% | 5.683% | 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 2.7M | $58.2M | +14.6% | 4.708% | 0.01% |
| 5 | STATE STREET CORP | 2.5M | $53.3M | +7.5% | 4.235% | 0.00% |
| 6 | GOLDMAN SACHS GROUP INC | 2.4M | $51.1M | +74.9% | 4.130% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $49.4M | +2.3% | 3.993% | 0.00% |
| 8 | IEQ CAPITAL, LLC | 1.8M | $37.6M | -54.6% | 3.037% | 0.17% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $31.2M | +8.3% | 2.518% | 0.00% |
| 10 | Bragg Financial Advisors, Inc | 1.2M | $25.2M | +5.9% | 2.040% | 0.68% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $24.5M | -8.9% | 1.982% | 0.00% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 1.1M | $23.4M | -12.1% | 1.895% | 0.00% |
| 13 | Huber Capital Management LLC | 1.1M | $22.5M | -37.6% | 1.822% | 3.32% |
| 14 | MORGAN STANLEY | 1.0M | $22.2M | +33.7% | 1.797% | 0.00% |
| 15 | Bank of New York Mellon Corp | 889K | $18.9M | +3.9% | 1.525% | 0.00% |
| 16 | AMERICAN CENTURY COMPANIES INC | 853K | $18.1M | +148.8% | 1.464% | 0.01% |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 832K | $17.7M | +12.8% | 1.427% | 0.05% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 720K | $15.3M | +150.7% | 1.235% | 0.01% |
| 19 | MILLENNIUM MANAGEMENT LLC | 709K | $15.1M | +295.4% | 1.217% | 0.01% |
| 20 | NORTHERN TRUST CORP | 675K | $14.3M | +12.1% | 1.158% | 0.00% |
| 21 | KENNEDY CAPITAL MANAGEMENT LLC | 652K | $13.8M | -2.5% | 1.119% | 0.24% |
| 22 | Invesco Ltd. | 579K | $12.3M | +8.9% | 0.993% | 0.00% |
| 23 | CITADEL ADVISORS LLC | 522K | $11.1M | +128.3% | 0.896% | 0.00% |
| 24 | MARSHALL WACE, LLP | 411K | $8.7M | +687.8% | 0.705% | 0.01% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 394K | $8.4M | +8.4% | 0.676% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UPBD — a direct measure of their conviction.
Filings activity in UPBD during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new UPBD position in Q2 2026
Institutions that fully closed their UPBD position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 260 | +9.2% | 99.56% | +3.62 pp | $1.16B | +22% |
| Q1 2026 | 238 | +1.7% | 95.94% | +1.33 pp | $949M | +4.5% |
| Q4 2025 | 234 | 8.9% | 94.61% | +2.04 pp | $908M | 24% |
| Q3 2025 | 257 | +1.6% | 92.57% | +1.85 pp | $1.20B | 4.8% |
| Q2 2025 | 253 | +6.3% | 90.72% | +8.43 pp | $1.26B | +15% |
| Q1 2025 | 238 | 1.7% | 82.29% | 117.70 pp | $1.09B | 80% |
| Q4 2024 | 242 | 0.4% | 199.99% | +123.04 pp | $5.33B | +297% |
| Q3 2024 | 243 | — | 76.95% | — | $1.34B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UPBD stock.
Based on Q2 2026 13F filings, institutional ownership of Upbound Group, Inc. stands at 99.6%, held across 260 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UPBD, with approximately 9,152,511 shares worth $0.19B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of UPBD, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for UPBD is 70 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
36 institutions opened new positions in UPBD during Q2 2026, while 17 fully exited. 179 added to existing positions and 34 trimmed.
UPBD institutional ownership rose by 3.62 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 56.9% of all reported 13F value in UPBD, and the top 25 account for 78.2%.
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