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Disclosery

UPBD UPBOUND GROUP INC

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Stock (common), issuer CIK 933036

240 managers (243 13F filers) reported a position in UPBD shares at 2024-12-31, 46,655,061 shares in all. 26 filers opened a position and 38 filers sold out during the quarter.

Managers
240
13F filers
243
New
26
Added
92
Reduced
76
Sold out
38
Shares held by filers
46,655,061

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
AdvisorNet Financial, Inc432$12.6K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.382$11.4K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC342$9.98K<0.01%-12213F-HRTimeline
Physician Wealth Advisors, Inc.338$9.86K<0.01%new13F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$9.77K<0.01%013F-HR/ATimeline
Point72 Asia (Singapore) Pte. Ltd.315$9.2K<0.01%new13F-HRTimeline
Caitong International Asset Management …249$7.26K0.01%13F-HR/ATimeline
GAMMA Investing LLC231$6.74K<0.01%-4413F-HRTimeline
QUADRANT CAPITAL GROUP LLC226$6.59K<0.01%-2813F-HRTimeline
IFP Advisors, Inc201$5.86K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$5.83K<0.01%new13F-HRTimeline
Hemington Wealth Management178$5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC114$3.33K<0.01%-5513F-HRTimeline
Parallel Advisors, LLC108$3.15K<0.01%+613F-HRTimeline
Atlantic Edge Private Wealth Management…100$2.92K<0.01%-50013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…97$2.83K<0.01%+1113F-HRTimelineGroup
SBI Securities Co., Ltd.90$2.62K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust74$2.16K<0.01%+1013F-HRTimeline
UMB Bank, n.a.72$2.1K<0.01%-2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC85$2K<0.01%013F-HRTimelineGroup
Eagle Bay Advisors LLC57$1.69K<0.01%+713F-HRTimeline
Sterling Capital Management LLC55$1.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC50$1.46K<0.01%-1513F-HRTimeline
JFS WEALTH ADVISORS, LLC48$1.4K<0.01%-213F-HRTimeline
Allworth Financial LP44$1.3K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$1.02K<0.01%013F-HRTimelineGroup
Arax Advisory Partners35$1.02K<0.01%+1513F-HRTimeline
Capital Advisors, Ltd. LLC26$1K<0.01%013F-HRTimeline
Versant Capital Management, Inc24$700<0.01%+1413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23$671<0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC18$532<0.01%013F-HRTimeline
SJS Investment Consulting Inc.12$351<0.01%-413F-HRTimeline
DiNuzzo Private Wealth, Inc.12$351<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB12$350<0.01%new13F-HRTimeline
Global Financial Private Client, LLC4$117<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$58<0.01%13F-HRTimeline
TFC Financial Management, Inc.1$30<0.01%013F-HRTimeline
Global Retirement Partners, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount 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.

Events

  • DIMENSIONAL FUND ADVISORS LP reported 3,119,714 UPBD shares, 5.4% of the class, as of 2026-09-30, in a 13G filed 2026-10-08. 0000354204-26-001087

    Accepted , ingested