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UPBOUND GROUP INC COM
UPBOUND GROUP INC COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 196 Institutional holders with a total value of $1,647,905,422.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 8,369,191 240,028,000 14.57%
2 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 5,596,926 160,520,000 9.74%
3 DIMENSIONAL FUND ADVISORS LP 4,433,312 127,148,000 7.72%
4 VANGUARD GROUP INC 3,007,347 86,251,000 5.23%
5 Artisan Partners Limited Partnership 2,552,515 73,206,000 4.44%
6 BlackRock Fund Advisors 2,282,507 65,462,000 3.97%
7 STATE STREET CORP 2,152,345 61,731,000 3.75%
8 NORTHERN TRUST CORP 1,661,297 47,646,000 2.89%
9 BlackRock Institutional Trust Company, N.A. 1,603,752 45,996,000 2.79%
10 Huber Capital Management LLC 1,596,325 45,783,000 2.78%
11 LSV ASSET MANAGEMENT 1,538,458 44,122,000 2.68%
12 LOMBARDIA CAPITAL PARTNERS LLC 1,398,493 40,109,000 2.43%
13 WELLINGTON MANAGEMENT GROUP LLP 1,361,416 39,046,000 2.37%
14 PZENA INVESTMENT MANAGEMENT LLC 1,319,702 37,849,000 2.30%
15 THOMPSON SIEGEL & WALMSLEY LLC 1,018,463 29,209,000 1.77%
16 First Pacific Advisors, LP 960,400 27,544,000 1.67%
17 ROYCE & ASSOCIATES LP 908,035 26,042,000 1.58%
18 Bank of New York Mellon Corp 860,943 24,693,000 1.50%
19 FIRST WILSHIRE SECURITIES MANAGEMENT INC 770,151 22,088,000 1.34%
20 BRANDES INVESTMENT PARTNERS, LP 749,256 21,488,000 1.30%
21 Boston Partners 609,422 17,478,000 1.06%
22 DEUTSCHE BANK AG\ 566,134 16,235,000 0.99%
23 NORGES BANK 520,741 14,934,000 0.91%
24 KESTREL INVESTMENT MANAGEMENT CORP 510,625 14,645,000 0.89%
25 INTRUST BANK NA 401,061 11,502,000 0.70%
26 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 371,201 10,646,000 0.65%
27 Private Capital Management, LLC 350,365 10,048,000 0.61%
28 Elm Ridge Management, LLC 315,923 9,060,000 0.55%
29 NEW YORK STATE COMMON RETIREMENT FUND 310,164 8,896,000 0.54%
30 GEODE CAPITAL MANAGEMENT, LLC 294,682 8,451,000 0.51%
31 BlackRock Investment Management, LLC 290,110 8,320,000 0.50%
32 MIG Capital, LLC 289,400 8,300,000 0.50%
33 BARINGS LLC 278,605 7,990,000 0.48%
34 CITADEL ADVISORS LLC 273,153 7,834,000 0.48%
35 GUGGENHEIM CAPITAL LLC 252,177 7,233,000 0.44%
36 WELLS FARGO & COMPANY/MN 246,229 7,063,000 0.43%
37 FEDERATED HERMES, INC. 245,159 7,031,000 0.43%
38 TIAA CREF INVESTMENT MANAGEMENT LLC 238,604 6,843,000 0.42%
39 FIRST TRUST ADVISORS LP 234,635 6,729,000 0.41%
40 GOLDMAN SACHS GROUP INC 231,812 6,648,000 0.40%
41 MILLENNIUM MANAGEMENT LLC 225,841 6,477,000 0.39%
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 185,279 5,314,000 0.32%
43 Cubic Asset Management, LLC 165,630 4,750,000 0.29%
44 Brandywine Global Investment Management, LLC 156,982 4,503,000 0.27%
45 Irving Magee Investment Management 148,061 4,246,000 0.26%
46 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 146,375 4,198,000 0.25%
47 PRUDENTIAL FINANCIAL INC 142,882 4,098,000 0.25%
48 RHUMBLINE ADVISERS 142,001 4,073,000 0.25%
49 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 141,100 4,047,000 0.25%
50 Nationwide Fund Advisors 140,057 4,017,000 0.24%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.