UPBD — UPBOUND GROUP INC
Reported value held$693.60M
Funds holding (latest)43
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$560.49M · 26.50M sh
New / Add / Cut / Exit2 / 22 / 10 / 1
Top-5 / Top-10 concentration66.2% / 83.2%
Institutional holdings change
Accumulating +6.9%
(+1.71M sh)
Institutional value change
Up +25.6%
As of Q2 2026, 35 SEC-registered investment managers reported holding UPBD (UPBOUND GROUP INC) in their latest 13F filings, with a combined reported value of $560.49M across 26.50M shares. That is +6.9% by share count (+1.71M shares) versus the previous quarter, while reported value moved +25.6%. Ownership is concentrated: the five largest holders account for 66.2% of reported value and the top ten for 83.2%.
Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UPBD is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 9.15M | $194.22M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.31M | $70.29M | 0.00% | Reduce |
| Goldman Sachs Group history | 2.41M | $51.09M | 0.01% | Add |
| Geode Capital Management history | 1.47M | $31.16M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.16M | $24.52M | 0.00% | Reduce |
| Wellington Management Group history | 1.10M | $23.44M | 0.00% | Reduce |
| Morgan Stanley history | 1.05M | $22.23M | 0.00% | Add |
| BNY Mellon history | 888.87K | $18.86M | 0.00% | Add |
| AQR Capital Management history | 720.15K | $15.28M | 0.01% | Add |
| Millennium Management history | 709.36K | $15.05M | 0.01% | Add |
| Northern Trust Corp history | 675.06K | $14.32M | 0.00% | Add |
| Invesco Ltd history | 579.04K | $12.29M | 0.00% | Add |
| Citadel Advisors history | 522.26K | $11.08M | 0.00% | Add |
| Marshall Wace history | 410.71K | $8.72M | 0.01% | Add |
| Principal Global Investors history | 308.00K | $6.54M | 0.00% | Add |
| Bank of America Corp history | 294.59K | $6.25M | 0.00% | Add |
| Balyasny Asset Management history | 234.92K | $4.99M | 0.01% | Reduce |
| Arrowstreet Capital history | 182.31K | $3.87M | 0.00% | New |
| PSP Investments history | 180.28K | $3.83M | 0.01% | Reduce |
| UBS Group AG history | 179.37K | $3.81M | 0.00% | Reduce |
| Legal & General Investment Management America history | 118.02K | $2.50M | 0.00% | Reduce |
| Two Sigma Investments history | 115.28K | $2.45M | 0.00% | Add |
| D. E. Shaw & Co history | 98.30K | $2.09M | 0.00% | Reduce |
| Point72 Asset Management history | 90.40K | $1.92M | 0.00% | Reduce |
| Renaissance Technologies history | 83.20K | $1.77M | 0.00% | Add |
| JPMorgan Chase & Co history | 68.73K | $1.49M | 0.00% | New |
| Wells Fargo & Co history | 67.58K | $1.43M | 0.00% | Add |
| Deutsche Bank AG history | 59.33K | $1.26M | 0.00% | Add |
| Prudential Financial history | 55.47K | $1.18M | 0.00% | Add |
| Franklin Resources history | 33.09K | $702.09K | 0.00% | Add |
| Citigroup Inc history | 32.59K | $691.56K | 0.00% | Reduce |
| Amundi US history | 30.73K | $652.01K | 0.00% | Add |
| Manulife Financial history | 20.67K | $438.55K | 0.00% | Hold |
| PNC Financial Services history | 5.31K | $112.66K | 0.00% | Add |
| T. Rowe Price Associates history | 88.80K | $1.89K | 0.00% | Add |
Q1 2026 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.21M | $148.16M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.41M | $97.61M | 0.01% | Add |
| Goldman Sachs Group history | 1.38M | $24.85M | 0.00% | Add |
| Geode Capital Management history | 1.35M | $24.46M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.27M | $22.89M | 0.00% | Add |
| Wellington Management Group history | 1.26M | $22.67M | 0.00% | Reduce |
| BNY Mellon history | 855.18K | $15.44M | 0.00% | Reduce |
| Morgan Stanley history | 783.72K | $14.15M | 0.00% | Reduce |
| Northern Trust Corp history | 602.16K | $10.87M | 0.00% | Add |
| Balyasny Asset Management history | 596.70K | $10.77M | 0.01% | Add |
| Invesco Ltd history | 531.83K | $9.60M | 0.00% | Reduce |
| Principal Global Investors history | 303.92K | $5.49M | 0.00% | Add |
| AQR Capital Management history | 287.31K | $5.19M | 0.00% | Reduce |
| Citadel Advisors history | 228.78K | $4.13M | 0.00% | Reduce |
| UBS Group AG history | 220.24K | $3.98M | 0.00% | Add |
| Bank of America Corp history | 194.82K | $3.52M | 0.00% | Add |
| PSP Investments history | 186.41K | $3.36M | 0.01% | Add |
| D. E. Shaw & Co history | 182.69K | $3.30M | 0.00% | Reduce |
| Millennium Management history | 179.40K | $3.24M | 0.00% | Reduce |
| Point72 Asset Management history | 173.58K | $3.13M | 0.00% | New |
| Legal & General Investment Management America history | 126.81K | $2.29M | 0.00% | Reduce |
| Renaissance Technologies history | 63.90K | $1.15M | 0.00% | New |
| Prudential Financial history | 54.48K | $983.40K | 0.00% | Add |
| Marshall Wace history | 52.13K | $940.96K | 0.00% | Reduce |
| Deutsche Bank AG history | 48.34K | $872.61K | 0.00% | Reduce |
| Citigroup Inc history | 41.67K | $752.07K | 0.00% | Add |
| Wells Fargo & Co history | 30.12K | $543.67K | 0.00% | Reduce |
| Franklin Resources history | 29.34K | $529.66K | 0.00% | Reduce |
| Janus Henderson Group history | 23.55K | $425.05K | 0.00% | Hold |
| Manulife Financial history | 20.71K | $373.89K | 0.00% | Reduce |
| Amundi US history | 14.55K | $262.70K | 0.00% | New |
| Two Sigma Investments history | 13.50K | $243.68K | 0.00% | New |
| PNC Financial Services history | 3.69K | $66.51K | 0.00% | Add |
| T. Rowe Price Associates history | 72.56K | $1.31K | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.14M | $142.89M | 0.00% | Add |
| Vanguard Group history | 7.13M | $125.25M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.20M | $91.27M | 0.01% | Add |
| Wellington Management Group history | 1.32M | $23.10M | 0.00% | Add |
| Geode Capital Management history | 1.28M | $22.46M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.24M | $21.70M | 0.00% | Add |
| BNY Mellon history | 869.80K | $15.27M | 0.00% | Add |
| Morgan Stanley history | 808.38K | $14.20M | 0.00% | Add |
| Goldman Sachs Group history | 726.94K | $12.77M | 0.00% | Add |
| Northern Trust Corp history | 595.04K | $10.45M | 0.00% | Reduce |
| Invesco Ltd history | 548.63K | $9.63M | 0.00% | Add |
| D. E. Shaw & Co history | 451.17K | $7.92M | 0.01% | Add |
| Balyasny Asset Management history | 441.35K | $7.75M | 0.01% | Add |
| Millennium Management history | 391.58K | $6.88M | 0.00% | Add |
| Citadel Advisors history | 361.58K | $6.35M | 0.00% | Reduce |
| AQR Capital Management history | 333.42K | $5.85M | 0.00% | Add |
| Principal Global Investors history | 248.72K | $4.37M | 0.00% | Reduce |
| PSP Investments history | 180.59K | $3.17M | 0.01% | Reduce |
| Bank of America Corp history | 176.06K | $3.09M | 0.00% | Reduce |
| Deutsche Bank AG history | 150.12K | $2.64M | 0.00% | Add |
| Legal & General Investment Management America history | 136.56K | $2.40M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 98.35K | $1.73M | 0.00% | Reduce |
| Marshall Wace history | 86.35K | $1.52M | 0.00% | Reduce |
| UBS Group AG history | 77.00K | $1.35M | 0.00% | Reduce |
| Wells Fargo & Co history | 66.68K | $1.17M | 0.00% | Add |
| Prudential Financial history | 52.83K | $927.73K | 0.00% | Reduce |
| Franklin Resources history | 41.65K | $731.38K | 0.00% | Reduce |
| Citigroup Inc history | 31.05K | $545.15K | 0.00% | Add |
| Janus Henderson Group history | 23.55K | $413.51K | 0.00% | Hold |
| Manulife Financial history | 21.91K | $384.69K | 0.00% | Reduce |
| Lazard Asset Management history | 10.04K | $176.27K | 0.00% | New |
| CPP Investments history | 3.80K | $66.73K | 0.00% | Hold |
| PNC Financial Services history | 2.46K | $43.18K | 0.00% | Reduce |
| T. Rowe Price Associates history | 59.96K | $1.05K | 0.00% | Add |
Q3 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.99M | $188.71M | 0.00% | Reduce |
| Vanguard Group history | 6.90M | $163.07M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.93M | $116.44M | 0.01% | Add |
| Geode Capital Management history | 1.30M | $30.63M | 0.00% | Reduce |
| Wellington Management Group history | 1.26M | $29.68M | 0.01% | Add |
| Charles Schwab Investment Management history | 1.14M | $27.04M | 0.00% | Add |
| BNY Mellon history | 774.66K | $18.31M | 0.00% | Reduce |
| Morgan Stanley history | 768.48K | $18.16M | 0.00% | Reduce |
| Northern Trust Corp history | 622.08K | $14.70M | 0.00% | Reduce |
| Citadel Advisors history | 519.76K | $12.28M | 0.00% | Add |
| Goldman Sachs Group history | 468.60K | $11.07M | 0.00% | Reduce |
| Invesco Ltd history | 428.30K | $10.12M | 0.00% | Add |
| Bank of America Corp history | 391.38K | $9.25M | 0.00% | Add |
| D. E. Shaw & Co history | 282.44K | $6.67M | 0.00% | Reduce |
| AQR Capital Management history | 279.01K | $6.59M | 0.00% | Add |
| JPMorgan Chase & Co history | 267.06K | $6.31M | 0.00% | Add |
| Principal Global Investors history | 251.71K | $5.95M | 0.00% | Reduce |
| Balyasny Asset Management history | 232.48K | $5.49M | 0.01% | New |
| PSP Investments history | 203.26K | $4.80M | 0.02% | Add |
| Marshall Wace history | 179.02K | $4.23M | 0.00% | Reduce |
| Legal & General Investment Management America history | 140.06K | $3.31M | 0.00% | Reduce |
| Bridgewater Associates history | 123.30K | $2.91M | 0.01% | New |
| UBS Group AG history | 120.67K | $2.85M | 0.00% | Add |
| Millennium Management history | 88.30K | $2.09M | 0.00% | Reduce |
| Franklin Resources history | 56.91K | $1.34M | 0.00% | Add |
| Prudential Financial history | 56.07K | $1.32M | 0.00% | Add |
| Wells Fargo & Co history | 45.89K | $1.08M | 0.00% | Add |
| Deutsche Bank AG history | 41.02K | $969.25K | 0.00% | Reduce |
| Janus Henderson Group history | 23.55K | $556.49K | 0.00% | Hold |
| Manulife Financial history | 23.15K | $546.99K | 0.00% | Reduce |
| Arrowstreet Capital history | 15.62K | $368.98K | 0.00% | Reduce |
| Citigroup Inc history | 14.23K | $336.21K | 0.00% | Reduce |
| CPP Investments history | 3.80K | $89.79K | 0.00% | Hold |
| PNC Financial Services history | 3.77K | $89.11K | 0.00% | Hold |
| Point72 Asset Management history | 700 | $16.54K | 0.00% | New |
| T. Rowe Price Associates history | 57.70K | $1.36K | 0.00% | Add |
Q2 2025 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.18M | $205.21M | 0.00% | Reduce |
| Vanguard Group history | 6.86M | $172.14M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.62M | $115.86M | 0.01% | Reduce |
| Geode Capital Management history | 1.34M | $33.67M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.09M | $27.38M | 0.01% | Add |
| Morgan Stanley history | 804.53K | $20.19M | 0.00% | Add |
| BNY Mellon history | 791.63K | $19.87M | 0.00% | Add |
| Wellington Management Group history | 783.32K | $19.66M | 0.00% | Add |
| Marshall Wace history | 684.99K | $17.19M | 0.02% | Add |
| Northern Trust Corp history | 631.21K | $15.84M | 0.00% | Reduce |
| Goldman Sachs Group history | 478.81K | $12.02M | 0.00% | Reduce |
| Invesco Ltd history | 408.81K | $10.26M | 0.00% | Reduce |
| Millennium Management history | 407.11K | $10.22M | 0.01% | Add |
| D. E. Shaw & Co history | 382.69K | $9.61M | 0.01% | Reduce |
| Bank of America Corp history | 345.44K | $8.67M | 0.00% | Add |
| Principal Global Investors history | 255.30K | $6.41M | 0.00% | Hold |
| Citadel Advisors history | 250.30K | $6.28M | 0.00% | Add |
| AQR Capital Management history | 216.05K | $5.42M | 0.00% | Add |
| PSP Investments history | 175.46K | $4.40M | 0.02% | Add |
| Deutsche Bank AG history | 169.06K | $4.24M | 0.00% | Add |
| Legal & General Investment Management America history | 141.98K | $3.56M | 0.00% | Add |
| UBS Group AG history | 105.47K | $2.65M | 0.00% | Reduce |
| Amundi US history | 86.41K | $2.27M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 74.39K | $1.87M | 0.00% | Reduce |
| Prudential Financial history | 53.25K | $1.67M | 0.00% | Add |
| Arrowstreet Capital history | 63.40K | $1.59M | 0.00% | Reduce |
| Citigroup Inc history | 51.43K | $1.29M | 0.00% | Reduce |
| Wells Fargo & Co history | 37.66K | $945.36K | 0.00% | Add |
| Franklin Resources history | 37.40K | $938.84K | 0.00% | Add |
| Manulife Financial history | 25.70K | $645.20K | 0.00% | Add |
| Janus Henderson Group history | 23.55K | $591.35K | 0.00% | Hold |
| Norges Bank Investment Management history | 17.53K | $439.90K | 0.00% | Reduce |
| Renaissance Technologies history | 9.00K | $225.90K | 0.00% | Reduce |
| CPP Investments history | 3.80K | $95.38K | 0.00% | New |
| PNC Financial Services history | 3.79K | $95.03K | 0.00% | Add |
| T. Rowe Price Associates history | 55.95K | $1.41K | 0.00% | Add |
| Lazard Asset Management history | 6.93K | $173 | 0.00% | Add |
Q1 2025 — 36 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.98M | $215.18M | 0.01% | Reduce |
| Vanguard Group history | 7.03M | $168.34M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 4.67M | $111.85M | 0.01% | Add |
| Geode Capital Management history | 1.31M | $31.49M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.05M | $25.20M | 0.01% | Add |
| BNY Mellon history | 781.02K | $18.71M | 0.00% | Reduce |
| Marshall Wace history | 654.59K | $15.68M | 0.02% | Add |
| Northern Trust Corp history | 647.61K | $15.52M | 0.00% | Reduce |
| Wellington Management Group history | 556.29K | $13.33M | 0.00% | Reduce |
| Morgan Stanley history | 533.62K | $12.79M | 0.00% | Reduce |
| Goldman Sachs Group history | 532.81K | $12.77M | 0.00% | Add |
| D. E. Shaw & Co history | 505.24K | $12.11M | 0.01% | Add |
| Invesco Ltd history | 454.12K | $10.88M | 0.00% | Add |
| JPMorgan Chase & Co history | 274.82K | $6.58M | 0.00% | Add |
| Principal Global Investors history | 255.24K | $6.12M | 0.00% | Add |
| Citadel Advisors history | 210.12K | $5.03M | 0.00% | Add |
| Bank of America Corp history | 206.22K | $4.94M | 0.00% | Add |
| Balyasny Asset Management history | 171.22K | $4.10M | 0.01% | New |
| PSP Investments history | 162.01K | $3.88M | 0.02% | Add |
| Legal & General Investment Management America history | 138.37K | $3.32M | 0.00% | Hold |
| Millennium Management history | 136.66K | $3.27M | 0.00% | Add |
| Arrowstreet Capital history | 122.75K | $2.94M | 0.00% | Reduce |
| UBS Group AG history | 108.96K | $2.61M | 0.00% | Reduce |
| Amundi US history | 104.51K | $2.29M | 0.00% | Add |
| Citigroup Inc history | 81.12K | $1.94M | 0.00% | Reduce |
| Prudential Financial history | 50.30K | $1.60M | 0.00% | Hold |
| Renaissance Technologies history | 64.60K | $1.55M | 0.00% | Reduce |
| AQR Capital Management history | 48.28K | $1.16M | 0.00% | Add |
| Deutsche Bank AG history | 44.17K | $1.06M | 0.00% | Reduce |
| Franklin Resources history | 35.47K | $849.77K | 0.00% | Add |
| Wells Fargo & Co history | 28.69K | $687.35K | 0.00% | Reduce |
| Manulife Financial history | 25.22K | $604.34K | 0.00% | Add |
| Janus Henderson Group history | 23.55K | $558.96K | 0.00% | Hold |
| PNC Financial Services history | 3.47K | $83.24K | 0.00% | Reduce |
| T. Rowe Price Associates history | 48.45K | $1.16K | 0.00% | Reduce |
| Lazard Asset Management history | 6.46K | $153 | 0.00% | Add |
New Positions (Q2 2026)
- Arrowstreet Capital 182.31K sh · $3.87M
- JPMorgan Chase & Co 68.73K sh · $1.49M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 23.55K sh · $425.05K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 9.15M | 8.21M | 8.14M | 7.99M | 8.18M | 8.98M | 9.04M | 8.68M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 3.31M | 5.41M | 5.20M | 4.93M | 4.62M | 4.67M | 4.24M | 4.32M | 5.76M | 5.64M | 6.85M | 6.20M | 7.42M | 8.36M | 8.35M | 8.80M | 7.86M | 5.84M | 4.05M | 3.58M |
| Goldman Sachs Group | 2.41M | 1.38M | 726.94K | 468.60K | 478.81K | 532.81K | 308.00K | 561.95K | 354.27K | 407.12K | 421.29K | 410.83K | 403.43K | 444.96K | 391.20K | 436.80K | 816.11K | 345.02K | 1.10M | 1.14M |
| Geode Capital Management | 1.47M | 1.35M | 1.28M | 1.30M | 1.34M | 1.31M | 1.22M | 1.22M | 1.16M | 1.14M | 1.12M | 1.08M | 1.07M | 989.41K | 961.77K | 963.37K | 973.23K | 1.14M | 1.09M | 1.17M |
| Charles Schwab Investment Management | 1.16M | 1.27M | 1.24M | 1.14M | 1.09M | 1.05M | 974.19K | 914.05K | 880.88K | 831.47K | 810.35K | 823.39K | 806.91K | 802.23K | 743.92K | 679.12K | 599.59K | 576.65K | 524.13K | 515.26K |
| Wellington Management Group | 1.10M | 1.26M | 1.32M | 1.26M | 783.32K | 556.29K | 559.12K | 405.57K | 13.68K | 13.68K | 13.68K | 13.68K | 13.70K | 16.67K | 16.09K | 16.05K | 16.05K | 16.04K | 16.04K | 151.56K |
| Morgan Stanley | 1.05M | 783.72K | 808.38K | 768.48K | 804.53K | 533.62K | 612.44K | 632.26K | 657.24K | 515.00K | 560.11K | 412.60K | 518.24K | 411.80K | 410.69K | 603.76K | 571.26K | 526.43K | 386.62K | 500.46K |
| BNY Mellon | 888.87K | 855.18K | 869.80K | 774.66K | 791.63K | 781.02K | 797.48K | 742.71K | 761.76K | 746.55K | 760.76K | 886.05K | 902.27K | 909.40K | 924.46K | 822.97K | 821.45K | 898.62K | 884.51K | 1.14M |
| AQR Capital Management | 720.15K | 287.31K | 333.42K | 279.01K | 216.05K | 48.28K | 41.65K | 29.27K | 30.72K | 33.38K | 35.70K | 42.44K | 50.52K | 66.32K | 81.38K | 45.04K | 19.25K | 12.03K | 21.70K | 33.92K |
| Millennium Management | 709.36K | 179.40K | 391.58K | 88.30K | 407.11K | 136.66K | 45.86K | 199.79K | 101.94K | 106.21K | 129.84K | 167.73K | 141.34K | 17.61K | 110.69K | 137.86K | 401.28K | 1.08M | 388.93K | 215.54K |
| Northern Trust Corp | 675.06K | 602.16K | 595.04K | 622.08K | 631.21K | 647.61K | 653.05K | 535.13K | 521.28K | 541.98K | 573.61K | 585.00K | 596.06K | 563.49K | 561.81K | 572.39K | 575.25K | 695.86K | 717.25K | 724.31K |
| Invesco Ltd | 579.04K | 531.83K | 548.63K | 428.30K | 408.81K | 454.12K | 434.82K | 373.88K | 389.89K | 376.63K | 407.16K | 480.61K | 407.92K | 471.73K | 436.55K | 312.84K | 337.54K | 423.69K | 334.22K | 306.91K |
| Citadel Advisors | 522.26K | 228.78K | 361.58K | 519.76K | 250.30K | 210.12K | 55.90K | 228.59K | 159.33K | 133.38K | 123.39K | 64.16K | 33.62K | 190.49K | 509.49K | 298.00K | 757.32K | 815.41K | 357.48K | 169.62K |
| Marshall Wace | 410.71K | 52.13K | 86.35K | 179.02K | 684.99K | 654.59K | 350.95K | 80.89K | 395.89K | 19.76K | 20.67K | — | 84.31K | 9.15K | — | 318.22K | 275.99K | 174.04K | 77.70K | 13.80K |
| Principal Global Investors | 308.00K | 303.92K | 248.72K | 251.71K | 255.30K | 255.24K | 238.01K | 231.05K | 240.35K | 247.59K | 232.86K | 246.90K | 287.47K | 302.67K | 308.83K | 330.27K | 337.35K | 445.48K | 466.44K | 497.58K |
| Bank of America Corp | 294.59K | 194.82K | 176.06K | 391.38K | 345.44K | 206.22K | 162.14K | 476.25K | 299.94K | 1.01M | 896.88K | 1.01M | 91.74K | 116.36K | 199.46K | 179.80K | 220.29K | 283.30K | 260.27K | 271.70K |
| Balyasny Asset Management | 234.92K | 596.70K | 441.35K | 232.48K | — | 171.22K | — | 150.13K | 189.56K | 80.52K | — | 153.58K | — | 10.98K | — | — | 12.12K | — | 20.09K | 5.92K |
| Arrowstreet Capital | 182.31K | — | — | 15.62K | 63.40K | 122.75K | 811.60K | 846.08K | 360.66K | 722.59K | 223.82K | — | 235.28K | 268.86K | 512.23K | — | — | — | — | 178.78K |
| PSP Investments | 180.28K | 186.41K | 180.59K | 203.26K | 175.46K | 162.01K | 121.34K | 103.29K | 98.59K | 91.26K | 92.39K | 56.73K | 89.35K | 88.12K | 91.15K | 97.66K | 99.63K | 112.88K | 123.18K | 121.94K |
| UBS Group AG | 179.37K | 220.24K | 77.00K | 120.67K | 105.47K | 108.96K | 117.74K | 48.13K | 64.00K | 101.56K | 100.05K | 60.36K | 81.82K | 62.88K | 117.15K | 70.89K | 74.58K | 6.34K | 41.52K | 9.49K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details