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

Institutional Holders (2014Q3)
Portfolio Summary: 194 Institutional holders with a total value of $1,712,197,996.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 8,348,791 253,386,000 14.80%
2 DIMENSIONAL FUND ADVISORS LP 4,481,328 136,012,000 7.94%
3 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 4,061,776 123,275,000 7.20%
4 VANGUARD GROUP INC 3,043,995 92,385,000 5.40%
5 Artisan Partners Limited Partnership 2,272,893 68,982,000 4.03%
6 BlackRock Fund Advisors 2,250,003 68,288,000 3.99%
7 STATE STREET CORP 1,864,705 56,592,000 3.31%
8 NORTHERN TRUST CORP 1,789,348 54,307,000 3.17%
9 LSV ASSET MANAGEMENT 1,506,958 45,736,000 2.67%
10 BlackRock Institutional Trust Company, N.A. 1,489,469 45,205,000 2.64%
11 WESTWOOD HOLDINGS GROUP INC 1,437,518 43,629,000 2.55%
12 WELLINGTON MANAGEMENT GROUP LLP 1,338,017 40,608,000 2.37%
13 PZENA INVESTMENT MANAGEMENT LLC 1,331,683 40,417,000 2.36%
14 LOMBARDIA CAPITAL PARTNERS LLC 1,272,081 38,608,000 2.25%
15 THOMPSON SIEGEL & WALMSLEY LLC 1,159,225 35,182,000 2.05%
16 ADAGE CAPITAL PARTNERS GP, L.L.C. 1,000,000 30,350,000 1.77%
17 ROYCE & ASSOCIATES LP 988,735 30,008,000 1.75%
18 First Pacific Advisors, LP 961,000 29,166,000 1.70%
19 BRANDES INVESTMENT PARTNERS, LP 880,008 26,709,000 1.56%
20 Bank of New York Mellon Corp 852,509 25,873,000 1.51%
21 Huber Capital Management LLC 753,153 22,859,000 1.34%
22 Elm Ridge Management, LLC 736,013 22,338,000 1.30%
23 FIRST WILSHIRE SECURITIES MANAGEMENT INC 669,226 20,311,000 1.19%
24 Boston Partners 627,310 19,039,000 1.11%
25 NORGES BANK 466,540 14,160,000 0.83%
26 Hirzel Capital Management LLC 439,644 13,343,000 0.78%
27 DEUTSCHE BANK AG\ 431,062 13,081,000 0.76%
28 INTRUST BANK NA 384,479 11,669,000 0.68%
29 CITADEL ADVISORS LLC 383,868 11,650,000 0.68%
30 SG Capital Management LLC 347,932 10,560,000 0.62%
31 Private Capital Management, LLC 344,140 10,445,000 0.61%
32 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 302,453 9,179,000 0.54%
33 GEODE CAPITAL MANAGEMENT, LLC 297,833 9,039,000 0.53%
34 BlackRock Investment Management, LLC 292,741 8,885,000 0.52%
35 GUGGENHEIM CAPITAL LLC 282,313 8,568,000 0.50%
36 NEW YORK STATE COMMON RETIREMENT FUND 280,579 8,516,000 0.50%
37 FEDERATED HERMES, INC. 237,900 7,220,000 0.42%
38 FIRST TRUST ADVISORS LP 234,562 7,119,000 0.42%
39 TIAA CREF INVESTMENT MANAGEMENT LLC 231,597 7,029,000 0.41%
40 WELLS FARGO & COMPANY/MN 194,834 5,913,000 0.35%
41 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 193,055 5,860,000 0.34%
42 GOLDMAN SACHS GROUP INC 186,956 5,674,000 0.33%
43 CADIAN CAPITAL MANAGEMENT, LP 186,000 5,645,000 0.33%
44 MARKEL GROUP INC. 174,000 5,281,000 0.31%
45 Cubic Asset Management, LLC 170,705 5,181,000 0.30%
46 Portolan Capital Management, LLC 169,744 5,152,000 0.30%
47 Coe Capital Management, LLC 155,575 4,721,701 0.28%
48 Irving Magee Investment Management 148,061 4,494,000 0.26%
49 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 147,341 4,472,000 0.26%
50 PRINCIPAL FINANCIAL GROUP INC 142,656 4,330,000 0.25%
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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.