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Upbound Group Ownership 2024 | Who Owns Upbound Group Now?

OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

80.10%

Insider Ownership

11.43%

Retail Ownership

8.48%

Institutional Holders

196.00

Upbound Group Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
XAI Octagon Floating Rate & Alternative Income Term Trust0.10%837,859-2,259-0.27%Mar 31, 2024
JOHCM Funds Trust0.01%150,000--Mar 28, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%790,000--Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%554,907-1,496-0.27%Mar 31, 2024
Investment Managers Series Trust II0.00%1,833--Jan 31, 2024
John Hancock Funds II0.00%930,000--Feb 29, 2024
John Hancock Funds II0.00%582,652-1,571-0.27%Feb 29, 2024

Upbound Group's largest mutual fund holder by % of total assets is "XAI Octagon Floating Rate & Alternative Income Term Trust", owning 837.86K shares, compromising 0.10% of its total assets.

Upbound Group Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 231963820.00%
31 Dec, 225150.00%
30 Sep, 222-
30 Jun, 222-33.33%
31 Mar, 22350.00%
31 Dec, 212-
30 Sep, 212-
30 Jun, 212-
31 Mar, 212-
31 Dec, 202-
30 Sep, 202-
30 Jun, 202-
31 Mar, 202-
31 Dec, 192-
30 Sep, 192-
30 Jun, 192100.00%
31 Mar, 191-
30 Sep, 181-

As of 31 Mar 23, 196 institutions are holding Upbound Group's shares, representing an increase of 3820.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2347,229,5561743.35%
31 Dec, 222,562,1608163.43%
30 Sep, 2231,006-
30 Jun, 2231,006-95.42%
31 Mar, 22677,5611563.26%
31 Dec, 2140,737-
30 Sep, 2140,737-1.78%
30 Jun, 2141,47530.47%
31 Mar, 2131,788-10.31%
31 Dec, 2035,441-
30 Sep, 2035,441-4.04%
30 Jun, 2036,932-1.28%
31 Mar, 2037,4120.45%
31 Dec, 1937,245-
30 Sep, 1937,2456.19%
30 Jun, 1935,07564.85%
31 Mar, 1921,277-33.36%
30 Sep, 1831,927-

Upbound Group (UPBD) has 47.23M shares outstanding as of 31 Mar 23, up 1743.35% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2380.10%1631.25%
31 Dec, 224.63%8797.12%
30 Sep, 220.05%-9.88%
30 Jun, 220.06%-94.31%
31 Mar, 221.01%1597.99%
31 Dec, 210.06%-0.50%
30 Sep, 210.06%-3.99%
30 Jun, 210.06%9.65%
31 Mar, 210.06%-10.52%
31 Dec, 200.06%-0.62%
30 Sep, 200.06%-2.43%
30 Jun, 200.07%-1.64%
31 Mar, 200.07%0.60%
31 Dec, 190.07%-0.60%
30 Sep, 190.07%5.85%
30 Jun, 190.06%62.05%
31 Mar, 190.04%-33.67%
30 Sep, 180.06%-

As of 31 Mar 23, Upbound Group is held by 80.10% institutional shareholders, representing a 1631.25% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 231645366.67%
31 Dec, 223-
30 Sep, 22--
30 Jun, 22--100.00%
31 Mar, 222-
31 Dec, 21--
30 Sep, 21--100.00%
30 Jun, 212-
31 Mar, 21--
31 Dec, 20--
30 Sep, 20--
30 Jun, 20--100.00%
31 Mar, 201-
31 Dec, 19--100.00%
30 Sep, 191-
30 Jun, 191-
31 Mar, 19--100.00%
30 Sep, 181-

164 institutional shareholders have increased their position in UPBD stock as of 31 Mar 23 compared to 3 in the previous quarter (a 5366.67% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 231-
31 Dec, 22--
30 Sep, 22--100.00%
30 Jun, 222100.00%
31 Mar, 221-
31 Dec, 21--100.00%
30 Sep, 211-
30 Jun, 21--100.00%
31 Mar, 212-
31 Dec, 20--100.00%
30 Sep, 201-
30 Jun, 201-
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-
30 Sep, 18--

1 institutional shareholders have reduced their position in UPBD stock as of 31 Mar 23 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 231963820.00%47,229,5561743.35%80.10%1631.25%1645366.67%1-
31 Dec, 225150.00%2,562,1608163.43%4.63%8797.12%3---
30 Sep, 222-31,006-0.05%-9.88%----100.00%
30 Jun, 222-33.33%31,006-95.42%0.06%-94.31%--100.00%2100.00%
31 Mar, 22350.00%677,5611563.26%1.01%1597.99%2-1-
31 Dec, 212-40,737-0.06%-0.50%----100.00%
30 Sep, 212-40,737-1.78%0.06%-3.99%--100.00%1-
30 Jun, 212-41,47530.47%0.06%9.65%2---100.00%
31 Mar, 212-31,788-10.31%0.06%-10.52%--2-
31 Dec, 202-35,441-0.06%-0.62%----100.00%
30 Sep, 202-35,441-4.04%0.06%-2.43%--1-
30 Jun, 202-36,932-1.28%0.07%-1.64%--100.00%1-
31 Mar, 202-37,4120.45%0.07%0.60%1---
31 Dec, 192-37,245-0.07%-0.60%--100.00%--
30 Sep, 192-37,2456.19%0.07%5.85%1---
30 Jun, 192100.00%35,07564.85%0.06%62.05%1---100.00%
31 Mar, 191-21,277-33.36%0.04%-33.67%--100.00%1-
30 Sep, 181-31,927-0.06%-1---

Upbound Group Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024Montrone Ralph T.officer EVP, AcimaS-SaleSell15,000$32.48$487.20K40,074
Jul 11, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy1,031$29.82$30.74K84,169
Apr 24, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy991$30.68$30.40K83,138

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 11, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy1,031$29.82$30.74K84,169
Apr 24, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy991$30.68$30.40K83,138

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024Montrone Ralph T.officer EVP, AcimaS-SaleSell15,000$32.48$487.20K40,074
Jul 03, 2024Taylor Transient Cofficer EVP, CHROF-InKindSell2,574$30.70$79.02K29,873
Jul 03, 2024Taylor Transient Cofficer EVP, CHROF-InKindSell259$30.70$7.95K29,614
Apr 05, 2024LANGENSTEIN MOLLYdirector-Sell----

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 06, 2024Montrone Ralph T.officer EVP, AcimaS-SaleSell15,000$32.48$487.20K40,074
Jul 11, 2024McFate Carol A.director-A-AwardBuy110--33,587
Jul 11, 2024MARINO GLENN Pdirector-A-AwardBuy373--35,964
Jul 11, 2024LANGENSTEIN MOLLYdirector-A-AwardBuy68--5,477
Jul 11, 2024BROWN JEFFREY Jdirector-A-AwardBuy752--111,413
Jul 11, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy1,031$29.82$30.74K84,169
Jul 03, 2024BROWN JEFFREY Jdirector-A-AwardBuy3,181--110,661
Jul 03, 2024MARINO GLENN Pdirector-A-AwardBuy1,208--35,591
Jul 03, 2024LANGENSTEIN MOLLYdirector-A-AwardBuy1,074--5,409
Jul 03, 2024Taylor Transient Cofficer EVP, CHROF-InKindSell2,574$30.70$79.02K29,873
Jul 03, 2024Taylor Transient Cofficer EVP, CHROF-InKindSell259$30.70$7.95K29,614
Apr 24, 2024You Jendirector-A-AwardBuy219--20,025
Apr 24, 2024McFate Carol A.director-A-AwardBuy112--33,477
Apr 24, 2024BROWN JEFFREY Jdirector-A-AwardBuy834--107,480
Apr 24, 2024BROWN JEFFREY Jdirector-P-PurchaseBuy991$30.68$30.40K83,138
Apr 24, 2024MARINO GLENN Pdirector-A-AwardBuy399--34,383
Apr 05, 2024LANGENSTEIN MOLLYdirector-A-AwardBuy4,335--4,335
Apr 05, 2024LANGENSTEIN MOLLYdirector-Sell----
Apr 02, 2024BROWN JEFFREY Jdirector-A-AwardBuy2,774--106,646
Apr 02, 2024MARINO GLENN Pdirector-A-AwardBuy805--33,984

The last insider sell of Upbound Group's stock was made by Montrone Ralph T. on Aug 06 2024, selling 15,000 shares at $32.48 per share (valued at $487.20K). The last insider buy of UPBD was made by BROWN JEFFREY J on Jul 11 2024, buying 1,031 shares at $29.82 per share (worth $30.74K).

Upbound Group Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202483266.67%
Q2 202491900.00%
Q1 2024162955.17%
Q1 202311100.00%

8 total buy trades, and 3 total sell trades (buy/sell ratio of 2.67%) were made by Upbound Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202411100.00%
Q2 20241--
Q1 2024-2-
Q1 2023---

As of Q3 2024, Insider owners conducted 1 open market buy trades and 1 open market sell trades of Upbound Group's stocks.

UPBD Ownership FAQ

Upbound Group is owned by institutional shareholders (80.10%), insiders (11.43%), and public (8.48%). The largest institutional shareholder of Upbound Group is (0% of total shares) and the top mutual fund owner is XAI Octagon Floating Rate & Alternative Income Term Trust (0.10% of total shares).

As of Mar 2023, there are 196 institutional shareholders of Upbound Group.