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Disclosery

UPBD UPBOUND GROUP INC

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Stock (common), issuer CIK 933036

238 managers (240 13F filers) reported a position in UPBD shares at 2025-12-31, 55,239,645 shares in all. 34 filers opened a position and 57 filers sold out during the quarter.

Managers
238
13F filers
240
New
34
Added
89
Reduced
81
Sold out
57
Shares held by filers
55,239,645

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…276$4.85K<0.01%-4513F-HRTimelineGroup
Private Wealth Asset Management, LLC269$4.72K<0.01%013F-HRTimeline
True Wealth Design, LLC240$4.21K<0.01%-9213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC259$4K<0.01%-11613F-HRTimelineGroup
Farther Finance Advisors, LLC200$3.51K<0.01%-79413F-HRTimeline
Larson Financial Group LLC164$2.88K<0.01%+13913F-HRTimeline
Smartleaf Asset Management LLC158$2.78K<0.01%-19713F-HRTimeline
ROTHSCHILD INVESTMENT LLC155$2.72K<0.01%+8513F-HRTimeline
SBI Securities Co., Ltd.147$2.58K<0.01%+3113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133$2.34K<0.01%-2513F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC132$2.32K<0.01%-1,82813F-HRTimeline
Bare Financial Services, Inc116$2.04K<0.01%+9413F-HRTimeline
Parkside Financial Bank & Trust107$1.88K<0.01%+513F-HRTimeline
Essential Partners LLC67$1.18K<0.01%-24413F-HRTimeline
Stone House Investment Management, LLC58$1.02K<0.01%-2513F-HRTimeline
Cedar Mountain Advisors, LLC56$983<0.01%+4713F-HRTimeline
UMB Bank, n.a.54$948<0.01%-15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52$913<0.01%new13F-HR/ATimelineGroup
Hilton Head Capital Partners, LLC51$896<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$615<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32$562<0.01%-1,11513F-HRTimelineGroup
Cornerstone Financial Management LLC29$509<0.01%13F-HR/ATimeline
Godfrey Financial Associates, Inc.25$439<0.01%13F-HRTimeline
Gunpowder Capital Management, LLC dba O…25$439<0.01%13F-HRTimeline
Paladin Partners, LLC25$439<0.01%13F-HRTimeline
Sunbelt Securities, Inc.21$369<0.01%+1613F-HRTimeline
Trust Co16$281<0.01%new13F-HRTimeline
Manchester Capital Management LLC15$264<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12$211<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$144<0.01%new13F-HRTimelineGroup
Ankerstar Wealth, LLC7$123<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$70<0.01%-9513F-HRTimeline
SJS Investment Consulting Inc.3$53<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3$53<0.01%13F-HRTimeline
Dunhill Financial, LLC1$24<0.01%new13F-HRTimeline
Global Retirement Partners, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC12$00%-5913F-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.

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