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Upbound Group Ownership | Who Owns Upbound Group?

OverviewForecastRevenueFinancialsChartTranscripts

Upbound Group Ownership Summary

Upbound Group is owned by 28.70% institutional investors, 7.72% insiders, and 63.59% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.47% of UPBD shares.

UPBD Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUpbound Group28.70%7.72%63.59%
SectorTechnology Stocks 37.01%14.89%48.10%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de8.21M14.47%$148.16M
Fmr5.41M9.53%$97.61M
Ieq capital3.90M6.88%$70.46M
Dimensional fund advisors lp2.39M4.22%$43.23M
Lsv asset management2.31M4.08%$41.76M
State street2.30M4.05%$41.45M
Huber capital management1.70M3.00%$30.73M
Goldman sachs group1.38M2.43%$24.85M
Geode capital management1.35M2.39%$24.46M
Charles schwab investment management1.27M2.23%$22.89M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Huber capital management1.70M4.75%$30.73M
Mork capital management62.61K0.80%$1.13M
Bragg financial advisors1.12M0.64%$20.27M
Miller value partners120.00K0.57%$2.17M
Range financial group81.00K0.49%$1.46M
Clark estates inc/ny113.00K0.49%$2.04M
Ieq capital3.90M0.33%$70.46M
Optimize financial32.59K0.29%$588.34K
Kendall capital management70.70K0.26%$1.28M
Kennedy capital management669.07K0.26%$12.08M

Top Buyers

HolderShares% AssetsChange
Hotchkis & wiley capital management737.66K0.04%675.66K
Goldman sachs group1.38M0.00%650.03K
Pacer advisors413.00K0.02%413.00K
Vanguard fiduciary trust344.34K0.00%344.34K
Dimensional fund advisors lp2.39M0.01%327.20K

Top Sellers

HolderShares% AssetsChange
Nuveen148.22K0.00%-366.43K
Qube research245.47K0.00%-305.18K
D. e. shaw182.69K0.00%-257.68K
Algert global56.78K0.02%-218.17K
Bnp paribas arbitrage, snc81.45K0.00%-215.26K

New Positions

HolderShares% AssetsChangeValue
Pacer advisors413.00K0.02%413.00K$7.45M
Vanguard fiduciary trust344.34K0.00%344.34K$6.22M
Peregrine capital management273.37K0.18%273.37K$4.93M
Susquehanna portfolio strategies118.50K0.03%118.50K$2.14M
Vanguard global advisers109.42K0.00%109.42K$1.98M

Sold Out

HolderChange
Manchester capital management-15.00
Northwestern mutual wealth management-52.00
Glen eagle advisors-400.00
Harbor capital advisors-566.00
Vestcor-979.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026114-52.70%16,281,841-70.53%280.30%57-56.15%32-59.49%
Dec 31, 2025238-11.52%55,140,9462.62%971.09%127-5.22%79-17.71%
Sep 30, 20252691.51%53,731,7261.35%941.08%134-16.25%9645.45%
Jun 30, 20252657.29%53,013,89110.02%931.26%16012.68%66-13.16%
Mar 31, 20252470.41%48,185,8573.26%861.18%1427.58%761.33%

Recent Insider Transactions

DateNameRoleActivityValue
Apr 28, 2026BROWN JEFFREY J-Buy$36.26K
Apr 28, 2026BROWN JEFFREY J-Buy$8.95K
Jan 06, 2026BROWN JEFFREY J-Buy$35.48K
Jan 06, 2026BROWN JEFFREY J-Buy$8.75K
Oct 21, 2025BROWN JEFFREY J-Buy$34.85K

Insider Transactions Trends

DateBuySell
2026 Q22-
2026 Q12-
2025 Q42-
2025 Q322
2025 Q22-

UPBD Ownership FAQ

Who owns the most shares of Upbound Group?

Upbound Group’s largest shareholders are Blackrock funding, inc. /de (8.21M shares, 14.47%), Fmr (5.41M shares, 9.53%), and Ieq capital (3.9M shares, 6.88%). Together, they hold 30.88% of Upbound Group’s total shares outstanding.

Does Blackrock own Upbound Group?

BlackRock is not among the top 10 institutional shareholders of Upbound Group.

Who is Upbound Group’s biggest shareholder by percentage of total assets invested?

Huber capital management is Upbound Group’s biggest shareholder by percentage of total assets invested, with 4.75% of its assets in 1.7M Upbound Group shares, valued at 30.73M$.

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