Upstart Holdings, Inc. — Institutional Ownership
Which tracked institutions hold UPST, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
35
Funds holding
$881649131
Total value held
Buying
25 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $297100193 | 26389717 | +3725638 | +16.44% |
| 2 | State Street Corp | $98387204 | 25945467 | +3165381 | +13.90% |
| 3 | Morgan Stanley | $85553247 | 2414712 | -1560347 | -39.25% |
| 4 | Goldman Sachs Group Inc | $85261561 | 2745222 | +835736 | +43.77% |
| 5 | Bank Of America Corp /De/ | $63434887 | 13235356 | +2295378 | +20.98% |
| 6 | Ubs Group Ag | $57323353 | 3083436 | +3083436 | NEW BUY |
| 7 | Barclays Plc | $46376984 | 1308975 | -143311 | -9.87% |
| 8 | Citigroup Inc | $40237213 | 1135682 | +572037 | +101.49% |
| 9 | Northern Trust Corp | $27816163 | 785102 | +26215 | +3.45% |
| 10 | Jefferies Financial Group Inc. | $18146848 | 13985206 | +13985206 | NEW BUY |
| 11 | Bank Of New York Mellon Corp | $9681085 | 273245 | +5904 | +2.21% |
| 12 | Invesco Ltd. | $6916905 | 2614816 | +2614816 | NEW BUY |
| 13 | Jpmorgan Chase & Co | $6554111 | 2341448 | +23386 | +1.01% |
| 14 | Wells Fargo & Company/Mn | $6385163 | 180219 | +18449 | +11.40% |
| 15 | Raymond James Financial Inc | $4741952 | 133840 | +40820 | +43.88% |
| 16 | Nomura Holdings Inc | $4447740 | 125536 | +80474 | +178.59% |
| 17 | Bank Of Nova Scotia | $4283276 | 120894 | -30581 | -20.19% |
| 18 | Toronto Dominion Bank | $3550150 | 3600011 | -3000056 | -45.45% |
| 19 | Banco Santander, S.A. | $3269480 | 92280 | +92280 | NEW BUY |
| 20 | Bank Of Montreal /Can/ | $3142570 | 88698 | +7210 | +8.85% |
| 21 | Marex Group Ltd | $2487682 | 70214 | -46094 | -39.63% |
| 22 | Royal Bank Of Canada | $1862000 | 1437029 | -445683 | -23.67% |
| 23 | Ameriprise Financial Inc | $1426730 | 40369 | +40369 | NEW BUY |
| 24 | Janus Henderson Group Plc | $633996 | 24722 | +24722 | NEW BUY |
| 25 | Sei Investments Co | $526160 | 230767 | -3643 | -1.55% |
| 26 | Prudential Financial Inc | $507889 | 14335 | +705 | +5.17% |
| 27 | Allstate Corp | $507287 | 14318 | +14318 | NEW BUY |
| 28 | Us Bancorp \De\ | $304840 | 8604 | -1709 | -16.57% |
| 29 | Truist Financial Corp | $244644 | 6905 | +6905 | NEW BUY |
| 30 | Principal Financial Group Inc | $231854 | 6544 | +6544 | NEW BUY |
| 31 | Fifth Third Bancorp | $176229 | 4974 | +17 | +0.34% |
| 32 | Pnc Financial Services Group, Inc. | $114970 | 3245 | -640 | -16.47% |
| 33 | Equitable Holdings, Inc. | $12869 | 13000 | — | Held |
| 34 | Amalgamated Financial Corp. | $1187 | 10881 | +10881 | NEW BUY |
| 35 | Southstate Bank Corp | $709 | 20 | +20 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.