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Upbound Group (UPBD) Institutional Ownership

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$32.58
-0.25 (-0.76%)
(As of 05/17/2024 08:54 PM ET)
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Institutional Ownership Changes (13F Filings) for Upbound Group (NASDAQ:UPBD)

Current
Institutional Ownership
Percentage
90.30%
Number of
Institutional Buyers
(last 12 months)
122
Total
Institutional Inflows
(last 12 months)
$681.59M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$11.84M
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UPBD Institutional Buying and Selling by Quarter

Upbound Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank18,283$644K0.0%-10.1%0.033%
5/16/2024 California State Teachers Retirement System46,887$1.65M0.0%-8.9%0.086%
5/16/2024 Interval Partners LP96,131$3.39M0.1%+155.1%0.176%
5/16/2024 Jacobs Levy Equity Management Inc.32,756$1.15M0.0%+316.6%0.060%
5/15/2024 Price T Rowe Associates Inc. MD61,984$2.18M0.0%+3.4%0.113%
5/15/2024 Huber Capital Management LLC492,195$17.33M3.9%+25.2%0.901%
5/14/2024 Advisors Asset Management Inc.16,801$592K0.0%-11.6%0.031%
5/14/2024 Shell Asset Management Co.8,838$311K0.0%-3.5%0.016%
5/14/2024 CANADA LIFE ASSURANCE Co54,034$1.90M0.0%+4.2%0.099%
5/14/2024 American International Group Inc.28,447$1.00M0.0%-3.6%0.052%
5/13/2024 O Shaughnessy Asset Management LLC75,933$2.67M0.0%-19.3%0.139%
5/11/2024 Edgestream Partners L.P.137,031$4.83M0.2%+78.4%0.251%
5/10/2024 Vanguard Group Inc.6,005,494$211.45M0.0%+3.6%10.993%
5/9/2024 SageView Advisory Group LLC9,678$341K0.0%N/A0.018%
5/9/2024 State Board of Administration of Florida Retirement System21,267$749K0.0%+35.1%0.039%
5/8/2024 ProShare Advisors LLC10,592$373K0.0%+4.7%0.019%
5/8/2024 Hohimer Wealth Management LLC10,196$359K0.1%N/A0.019%
5/8/2024 Russell Investments Group Ltd.34,643$1.22M0.0%+33.0%0.063%
5/8/2024 Headlands Technologies LLC834$29K0.0%N/A0.002%
5/8/2024 Inspire Investing LLC10,115$356K0.0%-10.7%0.019%
5/8/2024 Inspire Advisors LLC35,246$1.24M0.2%+19.9%0.065%
5/7/2024 Swiss National Bank91,100$3.21M0.0%-2.8%0.167%
5/7/2024 Illinois Municipal Retirement Fund26,355$928K0.0%+3.3%0.048%
5/7/2024 ClariVest Asset Management LLC30,905$1.09M0.1%+36,691.7%0.057%
5/7/2024 SG Americas Securities LLC3,189$112K0.0%N/A0.006%
5/6/2024 Quantbot Technologies LP9,367$330K0.0%N/A0.017%
5/6/2024 LSV Asset Management1,693,695$59.64M0.1%+43.0%3.100%
5/6/2024 Texas Permanent School Fund Corp38,965$1.37M0.0%+1.4%0.071%
5/3/2024 GSA Capital Partners LLP17,814$627K0.0%N/A0.033%
5/1/2024 BNP Paribas Financial Markets84,234$2.97M0.0%-11.5%0.154%
4/30/2024 Allspring Global Investments Holdings LLC1,640$58K0.0%+232.0%0.003%
4/29/2024 Principal Financial Group Inc.247,592$8.72M0.0%+6.3%0.453%
4/29/2024 Benjamin F. Edwards & Company Inc.2,173$77K0.0%-52.5%0.004%
4/26/2024 Yousif Capital Management LLC20,131$709K0.0%-9.2%0.037%
4/25/2024 New York State Teachers Retirement System80,185$2.82M0.0%-1.0%0.146%
4/23/2024 Raymond James Financial Services Advisors Inc.77,819$2.74M0.0%+18.7%0.141%
4/18/2024 Allspring Global Investments Holdings LLC1,640$58K0.0%+232.0%0.003%
4/17/2024 Hennion & Walsh Asset Management Inc.16,102$567K0.0%-43.0%0.029%
4/10/2024 Partnership Wealth Management LLC18,841$663K0.5%-8.5%0.034%
3/26/2024 Napatree Capital LLC24,129$820K0.8%N/A0.044%
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3/22/2024 PNC Financial Services Group Inc.4,833$164K0.0%-5.9%0.009%
3/11/2024 Vanguard Group Inc.5,796,072$196.89M0.0%-0.1%10.651%
3/5/2024 Fisher Asset Management LLC151,062$5.13M0.0%-12.3%0.278%
2/26/2024 Integrated Advisors Network LLC14,516$493K0.0%-9.1%0.027%
2/22/2024 Sierra Summit Advisors LLC16,451$559K0.2%N/A0.030%
2/16/2024 Optimist Retirement Group LLC9,976$339K0.2%N/A0.018%
2/15/2024 Bragg Financial Advisors Inc242,613$8.24M0.4%+14.4%0.447%
2/15/2024 Clear Street Markets LLC4,100$139K0.0%N/A0.008%
2/13/2024 First National Bank of Omaha102,166$3.47M0.2%-13.0%0.188%
2/13/2024 KBC Group NV18,596$632K0.0%-11.9%0.034%
2/13/2024 Campbell & CO Investment Adviser LLC54,381$1.85M0.2%N/A0.100%
2/12/2024 Alpha DNA Investment Management LLC13,828$470K0.2%N/A0.025%
2/12/2024 TFO Wealth Partners LLC2,689$91K0.0%+44,716.7%0.005%
2/12/2024 Allianz Asset Management GmbH61,573$2.09M0.0%+108.6%0.113%
2/9/2024 Quest Partners LLC11,665$396K0.1%N/A0.021%
2/9/2024 Trexquant Investment LP27,407$931K0.0%+108.6%0.050%
2/9/2024 Norges Bank358,254$12.17M0.0%N/A0.660%
2/8/2024 First National Advisers LLC46,216$1.57M0.5%+42.0%0.085%
2/8/2024 Vise Technologies Inc.10,475$356K0.1%-24.8%0.019%
2/7/2024 Partnership Wealth Management LLC20,591$684K0.5%N/A0.038%
2/7/2024 Ieq Capital LLC1,406,940$47.79M0.8%-1.8%2.592%
2/7/2024 Principal Financial Group Inc.232,864$7.91M0.0%-5.7%0.429%
2/7/2024 Dimensional Fund Advisors LP2,148,331$72.98M0.0%+3.0%3.957%
2/7/2024 BNP Paribas Financial Markets95,147$3.23M0.0%+71.3%0.175%
2/7/2024 Teacher Retirement System of Texas31,548$1.07M0.0%+12.8%0.058%
2/6/2024 Charles Schwab Investment Management Inc.810,353$27.53M0.0%-1.6%1.493%
2/6/2024 Maryland State Retirement & Pension System16,181$550K0.0%-4.3%0.030%
2/6/2024 LSV Asset Management1,184,352$40.23M0.1%+9.4%2.182%
2/6/2024 Amalgamated Bank19,934$677K0.0%-6.5%0.037%
2/6/2024 Swiss National Bank93,700$3.18M0.0%-10.3%0.173%
2/6/2024 Fisher Asset Management LLC150,947$5.13M0.0%-12.4%0.278%
2/5/2024 Victory Capital Management Inc.43,752$1.49M0.0%-59.5%0.081%
2/5/2024 Mach 1 Financial Group LLC12,391$421K0.2%N/A0.023%
2/5/2024 Russell Investments Group Ltd.26,041$885K0.0%-58.7%0.048%
2/1/2024 Yousif Capital Management LLC22,181$753K0.0%-2.9%0.041%
2/1/2024 New York State Common Retirement Fund22,877$777K0.0%-4.4%0.042%
2/1/2024 Illinois Municipal Retirement Fund25,520$867K0.0%-13.0%0.047%
1/31/2024 Wetzel Investment Advisors Inc.2,000$68K0.0%N/A0.004%
1/31/2024 Federated Hermes Inc.288,425$9.80M0.0%-2.7%0.531%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank11,539$392K0.0%+16.6%0.021%
1/30/2024 Strs Ohio26,100$886K0.0%-5.8%0.048%
1/29/2024 Louisiana State Employees Retirement System22,300$758K0.0%N/A0.041%
1/25/2024 Wakefield Asset Management LLLP25,241$858K0.3%+10.9%0.046%
1/24/2024 New York State Teachers Retirement System80,985$2.75M0.0%-1.2%0.149%
1/22/2024 Secure Asset Management LLC37,702$1.28M0.3%+1.2%0.069%
1/19/2024 State of Alaska Department of Revenue27,382$930K0.0%-4.2%0.050%
1/18/2024 Saxon Interests Inc.5,905$201K0.1%N/A0.011%
1/18/2024 Ritholtz Wealth Management18,251$620K0.0%+26.9%0.034%
1/16/2024 Raymond James Financial Services Advisors Inc.65,583$2.23M0.0%-14.2%0.121%
1/16/2024 Raymond James & Associates74,603$2.53M0.0%+29.6%0.137%
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1/16/2024CoreCap Advisors LLC18,565$631K0.0%+12.3%0.034%
1/5/2024 Exchange Traded Concepts LLC11,942$406K0.0%-6.5%0.022%
12/18/2023 Vanguard Group Inc.5,802,272$170.88M0.0%N/A10.687%
12/6/2023 Citigroup Inc.20,222$596K0.0%N/A0.037%
11/30/2023 American Century Companies Inc.731,722$21.55M0.0%N/A1.348%
11/22/2023 KBC Group NV21,118$657K0.0%N/A0.039%
11/16/2023 Integrated Advisors Network LLC15,962$470K0.0%N/A0.029%
11/15/2023 GSA Capital Partners LLP33,212$978K0.1%N/A0.061%
11/15/2023 Kennedy Capital Management LLC106,181$3.13M0.1%N/A0.196%
11/15/2023 Alps Advisors Inc.17,784$524K0.0%N/A0.033%
(Data available from 1/1/2016 forward)

UPBD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UPBD shares?

During the previous two years, 128 institutional investors and hedge funds held shares of Upbound Group. The most heavily invested institutionals were Vanguard Group Inc. ($211.45M), FMR LLC ($182.47M), Dimensional Fund Advisors LP ($72.98M), LSV Asset Management ($59.64M), Ieq Capital LLC ($47.79M), Charles Schwab Investment Management Inc. ($27.53M), and Bank of New York Mellon Corp ($26.09M).Learn more on UPBD's institutional investors.

What percentage of Upbound Group stock is owned by institutional investors?

90.30% of Upbound Group stock is owned by institutional investors. Learn more on UPBD's institutional investor holdings.

Which institutional investors have been buying Upbound Group stock?

Of the 122 institutional investors that purchased Upbound Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($6.20M), Vanguard Group Inc. ($6.01M), LSV Asset Management ($1.69M), Ieq Capital LLC ($1.43M), Bank of New York Mellon Corp ($886.05K), Charles Schwab Investment Management Inc. ($823.39K), and American Century Companies Inc. ($731.72K).

How much institutional buying is happening at Upbound Group?

Institutional investors have bought a total of 22,789,772 shares in the last 24 months. This purchase volume represents approximately $681.59M in transactions.

Which Upbound Group major shareholders have been selling company stock?

Of the 36 institutional investors that sold Upbound Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($64.31K), Fisher Asset Management LLC ($42.67K), Russell Investments Group Ltd. ($37.05K), Ieq Capital LLC ($25.47K), Barclays PLC ($19.06K), O Shaughnessy Asset Management LLC ($18.17K), and First National Bank of Omaha ($15.24K).

How much institutional selling is happening at Upbound Group?

Institutional investors have sold a total of 348,944 shares in the last 24 months. This volume of shares sold represents approximately $11.84M in transactions.


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This page (NASDAQ:UPBD) was last updated on 5/20/2024 by MarketBeat.com Staff

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