Skip to content
Disclosery

UPBD UPBOUND GROUP INC

Follow

Stock (common), issuer CIK 933036

252 managers (260 13F filers) reported a position in UPBD shares at 2026-06-30, 58,023,822 shares in all. 37 filers opened a position and 17 filers sold out during the quarter.

Managers
252
13F filers
260
New
37
Added
108
Reduced
69
Sold out
17
Shares held by filers
58,023,822

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Covestor Ltd512$11K0.01%+6213F-HRTimeline
UMB Bank, n.a.489$10.4K<0.01%-2213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROTHSCHILD INVESTMENT LLC461$9.78K<0.01%+27613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\448$9.51K<0.01%+6413F-HRTimelineGroup
AdvisorNet Financial, Inc432$9.17K<0.01%013F-HRTimeline
Larson Financial Group LLC406$8.62K<0.01%-7313F-HRTimeline
True Wealth Design, LLC384$8.15K<0.01%+14613F-HRTimeline
Nykredit A/Sin group Nykredit A/S367$7.79K<0.01%13F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.338$7.17K<0.01%013F-HRTimeline
Front Row Advisors LLC374$7.14K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$7.11K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.312$6.62K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC291$6.17K<0.01%+4013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC259$6K<0.01%013F-HRTimelineGroup
Private Wealth Asset Management, LLC269$5.71K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…250$5.3K<0.01%013F-HRTimeline
Main Street Group, LTD240$5.09K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC224$4.75K<0.01%-92013F-HRTimeline
HARBOUR INVESTMENTS, INC.151$3.2K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.136$2.89K<0.01%+12913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP132$2.7K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust107$2.27K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.98$2.08K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.85$1.8K<0.01%-3713F-HRTimeline
Wealth Enhancement Trust Services, Inc.66$1.4K<0.01%new13F-HR/ATimeline
Stone House Investment Management, LLC59$1.25K<0.01%-8213F-HRTimeline
Cedar Mountain Advisors, LLC56$1.19K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC54$1.15K<0.01%013F-HR/ATimeline
Hilton Head Capital Partners, LLC51$1.08K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd50$1.06K<0.01%-20313F-HR/ATimeline
Capital Advisors, Ltd. LLC38$1K<0.01%+213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC44$934<0.01%013F-HRTimelineGroup
Fulcrum Asset Management LLP40$834<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$743<0.01%013F-HRTimelineGroup
WealthCollab, LLC31$658<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.25$531<0.01%013F-HRTimeline
Paladin Partners, LLC25$531<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…24$509<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB23$488<0.01%-1713F-HRTimeline
Trust Co16$340<0.01%013F-HRTimeline
Smartleaf Asset Management LLC15$313<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13$276<0.01%-513F-HRTimeline
Plante Moran Financial Advisors, LLC11$233<0.01%new13F-HRTimeline
Ankerstar Wealth, LLC9$194<0.01%-613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$172<0.01%013F-HRTimelineGroup
Davis Capital Management3$64<0.01%new13F-HRTimeline
Signature Resources Capital Management,…3$64<0.01%013F-HRTimeline
Dunhill Financial, LLC1$28<0.01%013F-HRTimeline
Global Retirement Partners, LLC0$1<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Avion Wealth29$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.