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Disclosery

UPBD UPBOUND GROUP INC

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Stock (common), issuer CIK 933036

242 managers (245 13F filers) reported a position in UPBD shares at 2025-03-31, 48,050,007 shares in all. 33 filers opened a position and 33 filers sold out during the quarter.

Managers
242
13F filers
245
New
33
Added
104
Reduced
76
Sold out
33
Shares held by filers
48,050,007

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Physician Wealth Advisors, Inc.338$8.1K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$8.03K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC330$8K<0.01%+24513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\302$7.24K<0.01%-16313F-HRTimelineGroup
Private Wealth Asset Management, LLC269$6.45K<0.01%13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.266$6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…247$5.92K<0.01%+15013F-HRTimelineGroup
Main Street Group, LTD240$5.75K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC204$4.89K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$4.79K<0.01%013F-HRTimeline
IFP Advisors, Inc200$4.79K<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.155$3.71K<0.01%+6513F-HRTimeline
ROTHSCHILD INVESTMENT LLC140$3.35K<0.01%+9013F-HRTimeline
Hemington Wealth Management157$3K<0.01%-2113F-HRTimeline
SVB WEALTH LLC123$2.95K<0.01%new13F-HRTimeline
UMB Bank, n.a.122$2.92K<0.01%+5013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MassMutual Private Wealth & Trust, FSB117$2.8K<0.01%+10513F-HRTimeline
SIGNATUREFD, LLC114$2.73K<0.01%013F-HRTimeline
Parallel Advisors, LLC102$2.44K<0.01%-613F-HRTimeline
Parkside Financial Bank & Trust94$2.25K<0.01%+2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…91$2.18K<0.01%+6813F-HRTimelineGroup
Sterling Capital Management LLC55$1.32K<0.01%013F-HRTimeline
Bare Financial Services, Inc50$1.2K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC46$1.1K<0.01%-213F-HRTimeline
Capital Advisors, Ltd. LLC26$1K<0.01%013F-HRTimeline
Arax Advisory Partners37$887<0.01%+213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$839<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC30$719<0.01%new13F-HRTimeline
Allworth Financial LP34$705<0.01%-1013F-HRTimeline
True Wealth Design, LLC18$432<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.11$264<0.01%-113F-HRTimeline
DiNuzzo Private Wealth, Inc.10$240<0.01%-213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9$216<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC5$120<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC5$120<0.01%new13F-HRTimeline
Lindbrook Capital, LLC3$72<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$48<0.01%013F-HRTimeline
HFM Investment Advisors, LLC1$24<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$23<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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