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Disclosery

UPBD UPBOUND GROUP INC

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Stock (common), issuer CIK 933036

253 managers (257 13F filers) reported a position in UPBD shares at 2025-06-30, 52,770,590 shares in all. 43 filers opened a position and 31 filers sold out during the quarter.

Managers
253
13F filers
257
New
43
Added
115
Reduced
65
Sold out
31
Shares held by filers
52,770,590

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …743$19K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…739$18.5K<0.01%+49213F-HRTimelineGroup
Essential Partners LLC557$14K0.01%13F-HRTimeline
MAI Capital Management542$13.6K<0.01%+5713F-HRTimeline
AdvisorNet Financial, Inc432$10.8K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC394$10K<0.01%-17213F-HRTimeline
Front Row Advisors LLC374$9.53K<0.01%new13F-HRTimeline
True Wealth Design, LLC355$8.91K<0.01%+33713F-HRTimeline
Physician Wealth Advisors, Inc.338$8.48K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$8.41K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC333$8.36K<0.01%new13F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\325$8.16K<0.01%+2313F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.300$8K<0.01%+3413F-HRTimeline
IFP Advisors, Inc277$7.15K<0.01%+7713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC276$7K<0.01%-5413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.261$7K<0.01%+25413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Wealth Asset Management, LLC269$6.75K<0.01%013F-HRTimeline
Main Street Group, LTD240$6.02K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB238$5.97K<0.01%+12113F-HRTimeline
Arax Advisory Partners214$5.37K<0.01%+17713F-HRTimeline
Farther Finance Advisors, LLC210$5.27K<0.01%-20013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…200$5.02K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC200$5.02K<0.01%new13F-HRTimeline
UMB Bank, n.a.193$4.84K<0.01%+7113F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…191$4.79K<0.01%+10013F-HRTimelineGroup
SIGNATUREFD, LLC181$4.54K<0.01%+6713F-HRTimeline
Caitong International Asset Management …165$4.14K<0.01%new13F-HRTimeline
Hemington Wealth Management181$4K<0.01%+2413F-HRTimeline
SBI Securities Co., Ltd.138$3.46K<0.01%-1713F-HRTimeline
Quarry LP137$3.44K<0.01%-1,44313F-HRTimeline
Parkside Financial Bank & Trust119$2.99K<0.01%+2513F-HRTimeline
Allworth Financial LP108$2.71K<0.01%+7413F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding106$2.66K-9,713Timeline
Parallel Advisors, LLC102$2.56K<0.01%013F-HRTimeline
Fortitude Family Office, LLC82$2.06K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC82$2K<0.01%+5613F-HRTimeline
First Horizon Advisors, Inc.74$1.86K<0.01%new13F-HRTimeline
Larson Financial Group LLC68$1.71K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC65$1.63K<0.01%-7513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$879<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK30$753<0.01%+2113F-HRTimelineGroup
Bare Financial Services, Inc22$552<0.01%-2813F-HRTimeline
Clearstead Trust, LLC18$452<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.13$327<0.01%+313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC10$226<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC7$176<0.01%-3913F-HRTimeline
SJS Investment Consulting Inc.6$151<0.01%-513F-HRTimeline
HFM Investment Advisors, LLC5$126<0.01%+413F-HRTimeline
Bay Harbor Wealth Management, LLC2$50<0.01%+113F-HRTimeline
Parkworth Wealth Management, Inc.2$50<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$26<0.01%new13F-HRTimeline
Global Retirement Partners, LLC0$2<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue 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