Who Owns Upbound Group Inc (UPBD)? -- Institutional Holders (2026-06-30)
269 institutions reported holding $1.26B of Upbound Group Inc (UPBD) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($194.2M), VANGUARD GROUP INC ($150.7M), FMR LLC ($70.3M), DIMENSIONAL FUND ADVISORS LP ($58.2M), STATE STREET CORP ($53.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $194.2M | 9.2M | Added |
| 2 | VANGUARD GROUP INC | $150.7M | 7.1M | Added |
| 3 | FMR LLC | $70.3M | 3.3M | Trimmed |
| 4 | DIMENSIONAL FUND ADVISORS LP | $58.2M | 2.7M | Added |
| 5 | STATE STREET CORP | $53.3M | 2.5M | Added |
| 6 | GOLDMAN SACHS GROUP INC | $51.1M | 2.4M | Added |
| 7 | LSV ASSET MANAGEMENT | $48.4M | 2.3M | Trimmed |
| 8 | IEQ CAPITAL, LLC | $37.6M | 1.8M | Trimmed |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $31.2M | 1.5M | Added |
| 10 | Bragg Financial Advisors, Inc | $25.2M | 1.2M | Added |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $24.5M | 1.2M | Trimmed |
| 12 | Sixth Street Partners Management Company, L.P. | $24.5M | 1.2M | New |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | $23.4M | 1.1M | Trimmed |
| 14 | Huber Capital Management LLC | $22.5M | 1.1M | Trimmed |
| 15 | MORGAN STANLEY | $22.2M | 1.0M | Added |
| 16 | Bank of New York Mellon Corp | $18.9M | 888,866 | Added |
| 17 | AMERICAN CENTURY COMPANIES INC | $18.1M | 853,179 | Added |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $17.7M | 831,810 | Added |
| 19 | AQR CAPITAL MANAGEMENT LLC | $15.3M | 720,150 | Added |
| 20 | MILLENNIUM MANAGEMENT LLC | $15.1M | 709,357 | Added |
| 21 | NORTHERN TRUST CORP | $14.3M | 675,057 | Added |
| 22 | KENNEDY CAPITAL MANAGEMENT LLC | $13.8M | 651,996 | Trimmed |
| 23 | Invesco Ltd. | $12.3M | 579,041 | Added |
| 24 | CITADEL ADVISORS LLC | $11.1M | 522,258 | Added |
| 25 | Pacer Advisors, Inc. | $9.6M | 450,923 | Added |
Source: SEC Form 13F filings · as of 2026-06-30