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Who owns UPBDWhat UPBD owns — n/a

Who owns Upbound Group, Inc.?

Institutional ownership of UPBD from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

180

13F holders

$897.7M

value, 2026 filers

72.9%

of shares outstanding (42.5M sh)

28

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UPBD's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.9.2M$194.2M0.0%15.7%+11.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC4.2M$89.9M0.0%7.3%+7.5%
3FMR LLC3.3M$70.3M0.0%5.7%-38.7%
4GOLDMAN SACHS GROUP INC2.4M$51.1M0.0%4.1%+74.9%
5VANGUARD CAPITAL MANAGEMENT LLC2.3M$49.4M0.0%4%-48.9%
6IEQ CAPITAL, LLC1.8M$37.6M0.2%3%-54.7%
7GEODE CAPITAL MANAGEMENT, LLC1.5M$31.2M0.0%2.5%+8.3%
8Sixth Street Partners Management Company, L.P.NEW1.2M$24.5M4.2%2%new
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.2M$24.5M0.0%2%-8.9%
10WELLINGTON MANAGEMENT GROUP LLP1.1M$23.4M0.0%1.9%-12.1%
11MORGAN STANLEY1.0M$22.2M0.0%1.8%+33.6%
12Bank of New York Mellon Corp888,866$18.9M0.0%1.5%+3.9%
13AMERICAN CENTURY COMPANIES INC853,179$18.1M0.0%1.5%+148.8%
14MILLENNIUM MANAGEMENT LLC709,357$15.1M0.0%1.2%+295.4%
15NORTHERN TRUST CORP675,057$14.3M0.0%1.2%+12.1%
16Invesco Ltd.579,041$12.3M0.0%1%+8.9%
17CITADEL ADVISORS LLC437,058$9.3M0.0%0.7%+180.4%
18MARSHALL WACE, LLP410,710$8.7M0.0%0.7%+687.8%
19VICTORY CAPITAL MANAGEMENT INC394,376$8.4M0.0%0.7%+8.4%
20Public Sector Pension Investment Board360,568$7.7M0.0%0.6%+93.4%
21VANGUARD FIDUCIARY TRUST CO348,824$7.4M0.0%0.6%+1.3%
22PRINCIPAL FINANCIAL GROUP INC307,996$6.5M0.0%0.5%+1.3%
23BANK OF AMERICA CORP /DE/294,594$6.3M0.0%0.5%+51.2%
24Qube Research & Technologies Ltd286,621$6.1M0.0%0.5%+16.8%
25Creative Planning271,002$5.8M0.0%0.5%+181.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.