UPBOUND GROUP, INC. — Institutional Ownership

Which tracked institutions hold UPBD, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

25
Funds holding
$402730093
Total value held
Buying
22 added/new · 3 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $194216286 9152511 +944446 +11.51%
2 State Street Corp $53317690 2468483 +171994 +7.49%
3 Goldman Sachs Group Inc $51091644 2407712 +1030740 +74.86%
4 Morgan Stanley $22226239 1047419 +263698 +33.65%
5 Bank Of New York Mellon Corp $18861730 888866 +33690 +3.94%
6 Northern Trust Corp $14324710 675057 +72897 +12.11%
7 Invesco Ltd. $12287251 579041 +579041 NEW BUY
8 Principal Financial Group Inc $6535675 307996 +4078 +1.34%
9 Bank Of America Corp /De/ $6251284 294594 +99775 +51.21%
10 Sei Investments Co $4008104 188883 -55965 -22.86%
11 Ubs Group Ag $3806147 179366 +179366 NEW BUY
12 Ameriprise Financial Inc $3362825 158362 +158362 NEW BUY
13 Raymond James Financial Inc $3030887 142832 +27535 +23.88%
14 Royal Bank Of Canada $1760000 82978 +68377 +468.30%
15 Jpmorgan Chase & Co $1485379 68727 -5784 -7.76%
16 Wells Fargo & Company/Mn $1434162 67585 +37465 +124.39%
17 Prudential Financial Inc $1177116 55472 +990 +1.82%
18 Barclays Plc $1168162 55050 +5369 +10.81%
19 Franklin Resources Inc $702085 33086 +3742 +12.75%
20 Citigroup Inc $691560 32590 +1545 +4.98%
21 Janus Henderson Group Plc $425050 23555 +23555 NEW BUY
22 Fifth Third Bancorp $240571 11337 -966 -7.85%
23 Allstate Corp $203372 9584 +9584 NEW BUY
24 Pnc Financial Services Group, Inc. $112657 5309 +1624 +44.07%
25 Us Bancorp \De\ $9507 448 +64 +16.67%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.