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Who owns UPBDWhat UPBD owns — n/a

Who owns UPBOUND GROUP, INC.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of UPBD from SEC Form 13F filings across 259 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.

As of the 2026-06-30 reporting period, 259 institutions disclosed 58.0M shares of UPBOUND GROUP, INC. worth $1.23B — about 99.6% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.

259

13F holders

$1.23B

value, 2026 filers

99.6%

of shares outstanding (58.0M sh)

42

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%
4DIMENSIONAL FUND ADVISORS LP2.7M$58.2M0.0%4.7%+14.6%
5STATE STREET CORP2.5M$53.3M0.0%4.2%+7.5%
6GOLDMAN SACHS GROUP INC2.4M$51.1M0.0%4.1%+74.9%
7VANGUARD CAPITAL MANAGEMENT LLC2.3M$49.4M0.0%4%+2.3%
8LSV ASSET MANAGEMENT2.3M$48.4M0.1%3.9%-1.4%
9IEQ CAPITAL, LLC1.8M$37.6M0.2%3%-54.7%
10GEODE CAPITAL MANAGEMENT, LLC1.5M$31.2M0.0%2.5%+8.3%
11Bragg Financial Advisors, Inc1.2M$25.2M0.7%2%+5.9%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.2M$24.5M0.0%2%-8.9%
13WELLINGTON MANAGEMENT GROUP LLP1.1M$23.4M0.0%1.9%-12.1%
14Huber Capital Management LLC1.1M$22.5M3.3%1.8%-37.6%
15MORGAN STANLEY1.0M$22.2M0.0%1.8%+33.6%
16Bank of New York Mellon Corp888,866$18.9M0.0%1.5%+3.9%
17AMERICAN CENTURY COMPANIES INC853,179$18.1M0.0%1.5%+148.8%
18HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC831,810$17.7M0.1%1.4%+12.8%
19AQR CAPITAL MANAGEMENT LLC720,150$15.3M0.0%1.2%+150.6%
20MILLENNIUM MANAGEMENT LLC709,357$15.1M0.0%1.2%+295.4%
21NORTHERN TRUST CORP675,057$14.3M0.0%1.2%+12.1%
22KENNEDY CAPITAL MANAGEMENT LLC651,996$13.8M0.2%1.1%-2.6%
23Invesco Ltd.579,041$12.3M0.0%1%+8.9%
24Pacer Advisors, Inc.450,923$9.6M0.0%0.8%+9.2%
25CITADEL ADVISORS LLC437,058$9.3M0.0%0.8%+180.4%

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.