Upstart Holdings, Inc. — Institutional Ownership
Which tracked institutions hold UPST, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
44
Funds holding
$564453929
Total value held
Buying
35 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $189888977 | 7403079 | +314319 | +4.43% |
| 2 | Morgan Stanley | $101960286 | 3975059 | -231556 | -5.50% |
| 3 | State Street Corp | $52661656 | 2053086 | +52033 | +2.60% |
| 4 | Goldman Sachs Group Inc | $40000816 | 1559486 | -118138 | -7.04% |
| 5 | Barclays Plc | $37251137 | 1452286 | — | NEW BUY |
| 6 | Citigroup Inc | $24648196 | 563645 | +13507 | +2.46% |
| 7 | Northern Trust Corp | $19465452 | 758887 | +14701 | +1.98% |
| 8 | Bank Of America Corp /De/ | $12978336 | 505978 | -2032448 | -80.07% |
| 9 | State Street Corp | $9413171 | 9577000 | +1170000 | +13.92% |
| 10 | Wells Fargo & Company/Mn | $9190464 | 210164 | -1286082 | -85.95% |
| 11 | State Street Corp | $8139378 | 11150000 | +900000 | +8.78% |
| 12 | Blackrock, Inc. | $7065850 | 7250000 | +1925000 | +36.15% |
| 13 | Bank Of New York Mellon Corp | $6857309 | 267341 | -1873 | -0.70% |
| 14 | Bank Of America Corp /De/ | $6726476 | 9509000 | +399000 | +4.38% |
| 15 | Toronto Dominion Bank | $6419947 | 6600000 | — | NEW BUY |
| 16 | Blackrock, Inc. | $5666821 | 8011000 | +2000000 | +33.27% |
| 17 | Invesco Ltd. | $3978862 | 90987 | -513905 | -84.96% |
| 18 | Bank Of Nova Scotia | $3885334 | 151475 | — | NEW BUY |
| 19 | Invesco Ltd. | $3150000 | 2500000 | — | NEW BUY |
| 20 | Marex Group Plc | $2983300 | 116308 | +109453 | +1596.69% |
| 21 | Raymond James Financial Inc | $2385963 | 93020 | -542 | -0.58% |
| 22 | Bank Of Montreal /Can/ | $2090167 | 81488 | — | NEW BUY |
| 23 | Royal Bank Of Canada | $1833000 | 1870000 | — | NEW BUY |
| 24 | Nomura Holdings Inc | $1155840 | 45062 | — | NEW BUY |
| 25 | Bank Of America Corp /De/ | $901505 | 925000 | — | NEW BUY |
| 26 | Janus Henderson Group Plc | $633996 | 24722 | — | NEW BUY |
| 27 | Ameriprise Financial Inc | $507383 | 19781 | -17927 | -47.54% |
| 28 | Prudential Financial Inc | $349610 | 13630 | +8285 | +155.00% |
| 29 | Sei Investments Co | $344006 | 13410 | — | NEW BUY |
| 30 | Goldman Sachs Group Inc | $341110 | 350000 | — | NEW BUY |
| 31 | Goldman Sachs Group Inc | $292147 | 413000 | — | NEW BUY |
| 32 | Us Bancorp \De\ | $264529 | 10313 | +669 | +6.94% |
| 33 | Citigroup Inc | $240625 | 250000 | — | NEW BUY |
| 34 | Morgan Stanley | $201742 | 207000 | — | NEW BUY |
| 35 | Royal Bank Of Canada | $167000 | 6512 | — | NEW BUY |
| 36 | Sei Investments Co | $156330 | 221000 | — | NEW BUY |
| 37 | Fifth Third Bancorp | $127147 | 4957 | +4357 | +726.17% |
| 38 | Pnc Financial Services Group, Inc. | $99651 | 3885 | +1186 | +43.94% |
| 39 | Equitable Holdings, Inc. | $12551 | 13000 | — | NEW BUY |
| 40 | Raymond James Financial Inc | $7781 | 11000 | — | Held |
| 41 | Royal Bank Of Canada | $6000 | 6200 | — | NEW BUY |
| 42 | Toronto Dominion Bank | $1710 | 67 | — | NEW BUY |
| 43 | Amalgamated Financial Corp. | $1187 | 10881 | — | NEW BUY |
| 44 | Atlantic Union Bankshares Corp | $1181 | 27 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.