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Disclosery

UPBD UPBOUND GROUP INC

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Stock (common), issuer CIK 933036

259 managers (263 13F filers) reported a position in UPBD shares at 2025-09-30, 53,711,779 shares in all. 43 filers opened a position and 35 filers sold out during the quarter.

Managers
259
13F filers
263
New
43
Added
89
Reduced
98
Sold out
35
Shares held by filers
53,711,779

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Caitong International Asset Management …942$22.3K0.02%+77713F-HRTimeline
Financial Management Professionals, Inc.854$20.5K<0.01%013F-HRTimeline
Blue Trust, Inc.795$18.8K<0.01%-49713F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …766$18K<0.01%+2313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA753$17K<0.01%-19,25613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.700$16.5K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC464$14.5K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.576$14K<0.01%+27613F-HRTimeline
MAI Capital Management502$11.9K<0.01%-4013F-HRTimeline
Versant Capital Management, Inc451$10.7K<0.01%-1,12913F-HRTimeline
AdvisorNet Financial, Inc432$10.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.428$10K<0.01%+16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BESSEMER GROUP INCin group BESSEMER GROUP INC375$9K<0.01%+9913F-HRTimelineGroup
Front Row Advisors LLC374$8.98K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC355$8.6K<0.01%-3913F-HRTimeline
Aster Capital Management (DIFC) Ltd357$8.44K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.338$7.99K<0.01%013F-HRTimeline
BARROW HANLEY MEWHINNEY & STRAUSS LLC335$7.92K<0.01%013F-HRTimeline
True Wealth Design, LLC332$7.85K<0.01%-2313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\325$7.68K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…321$7.58K<0.01%+13013F-HRTimelineGroup
Essential Partners LLC311$7.35K<0.01%-24613F-HRTimeline
Advisory Services Network, LLC300$7.09K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC269$6.36K<0.01%013F-HRTimeline
IFP Advisors, Inc265$6.26K<0.01%-1213F-HR/ATimeline
Main Street Group, LTD240$5.67K<0.01%013F-HRTimeline
Allworth Financial LP217$5.13K<0.01%+10913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…216$5.1K<0.01%-52313F-HRTimelineGroup
UMB Bank, n.a.211$4.99K<0.01%+1813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wealthspire Advisors, LLC200$4.73K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…158$3.75K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC128$3.02K<0.01%-5313F-HRTimeline
Hemington Wealth Management130$3K<0.01%-5113F-HRTimeline
SBI Securities Co., Ltd.116$2.74K<0.01%-2213F-HRTimeline
Parkside Financial Bank & Trust102$2.41K<0.01%-1713F-HRTimeline
Parallel Advisors, LLC102$2.41K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB99$2.34K<0.01%-13913F-HRTimeline
Capital Advisors, Ltd. LLC71$2K<0.01%-1113F-HRTimeline
Stone House Investment Management, LLC83$1.96K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC70$1.65K<0.01%+513F-HRTimeline
Fortitude Family Office, LLC70$1.65K<0.01%-1213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK40$945<0.01%+1013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$827<0.01%013F-HRTimelineGroup
Larson Financial Group LLC25$591<0.01%-4313F-HRTimeline
Bare Financial Services, Inc22$520<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC21$496<0.01%new13F-HRTimeline
Clearstead Trust, LLC18$426<0.01%013F-HRTimeline
Root Financial Partners, LLC12$284<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC9$213<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC8$189<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.8$183<0.01%new13F-HRTimeline
New Millennium Group LLC7$165<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5$118<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.4$102<0.01%-913F-HRTimeline
JFS WEALTH ADVISORS, LLC3$71<0.01%-413F-HRTimeline
Rialto Wealth Management, LLC1$24<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$23<0.01%-113F-HRTimeline
Global Retirement Partners, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-1,20013F-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