Companies / UPBOUND GROUP, INC. / Institutional holders

Upbound Group, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
BlackRock, Inc.	$194.22M	9,152,511	15.70%
VANGUARD GROUP INC	$125.25M	7,132,443	12.23%
FMR LLC	$91.27M	5,197,356	8.91%
IEQ CAPITAL, LLC	$72.02M	4,101,233	7.03%
STATE STREET CORPORATION	$53.32M	2,468,483	4.23%
Dimensional Fund Advisors LP	$36.31M	2,067,567	3.55%
Huber Capital Management LLC	$30.54M	1,739,045	2.98%
GEODE CAPITAL MANAGEMENT, LLC	$24.46M	1,354,984	2.32%
Wellington Management Group LLP	$23.10M	1,315,672	2.26%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$21.70M	1,235,539	2.12%
Bragg Financial Advisors, Inc	$20.27M	1,122,938	1.93%
Bank of New York Mellon Corp/The	$15.44M	855,176	1.47%
Morgan Stanley	$14.20M	808,377	1.39%
Hotchkis and Wiley Capital Management, LLC	$13.31M	737,660	1.27%
THE GOLDMAN SACHS GROUP, INC.	$12.77M	726,944	1.25%
KENNEDY CAPITAL MANAGEMENT LLC	$11.81M	672,289	1.15%
Balyasny Asset Management L.P.	$10.77M	596,702	1.02%
NORTHERN TRUST CORP	$10.45M	595,041	1.02%
Qube Research & Technologies Ltd	$9.67M	550,651	0.94%
Invesco Ltd.	$9.63M	548,630	0.94%
Nuveen, LLC	$9.04M	514,649	0.88%
Victory Capital Management, Inc.	$8.37M	394,376	0.68%
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$6.57M	363,941	0.62%
PANAGORA ASSET MANAGEMENT INC	$5.77M	328,753	0.56%
Principal Financial Group Inc	$5.49M	303,918	0.52%
Connor, Clark & Lunn Investment Management Ltd.	$5.30M	301,906	0.52%
AQR Capital Management, LLC	$5.19M	287,314	0.49%
Citadel Advisors LLC	$5.18M	295,085	0.51%
Universal- Beteiligungs- und Servicegesellschaft mbH	$4.96M	282,320	0.48%
Advisors Asset Management, Inc.	$4.76M	263,823	0.45%
AMERICAN CENTURY COMPANIES INC	$4.71M	268,405	0.46%
Empowered Funds, LLC	$3.77M	214,851	0.37%
FIRST TRUST ADVISORS LP	$3.55M	196,526	0.34%
PUBLIC SECTOR PENSION INVESTMENT BOARD	$3.36M	186,415	0.32%
D. E. Shaw & Co., Inc.	$3.30M	182,689	0.31%
INTECH INVESTMENT MANAGEMENT LLC	$3.24M	179,690	0.31%
Millennium Management LLC	$3.24M	179,399	0.31%
BANK OF AMERICA CORP /DE	$3.09M	176,061	0.30%
Russell Investments Group, Ltd.	$2.84M	161,749	0.28%
RHUMBLINE ADVISERS	$2.68M	148,383	0.25%
Lido Advisors, LLC	$2.65M	124,926	0.21%
Sepio Capital, LP	$2.60M	148,309	0.25%
Legal & General Group Plc	$2.40M	136,560	0.23%
Inspire Advisors, LLC	$2.34M	133,069	0.23%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$2.22M	126,297	0.22%
Miller Value Partners, LLC	$2.17M	120,000	0.21%
Barclays PLC	$2.13M	121,546	0.21%
Mitsubishi UFJ Trust & Banking Corp	$2.09M	119,202	0.20%
Squarepoint Ops LLC	$2.05M	116,910	0.20%
CLARK ESTATES INC/NY	$2.04M	113,000	0.19%