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

Institutional Holders (2014Q4)
Portfolio Summary: 203 Institutional holders with a total value of $1,979,065,277.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 7,865,391 285,671,000 14.43%
2 DIMENSIONAL FUND ADVISORS LP 4,462,362 162,074,000 8.19%
3 VANGUARD GROUP INC 3,109,191 112,925,000 5.71%
4 ADAGE CAPITAL PARTNERS GP, L.L.C. 2,473,251 89,828,000 4.54%
5 BlackRock Fund Advisors 2,426,417 88,127,000 4.45%
6 STATE STREET CORP 2,146,249 77,949,000 3.94%
7 WESTWOOD HOLDINGS GROUP INC 1,936,935 70,349,000 3.55%
8 Artisan Partners Limited Partnership 1,902,822 69,110,000 3.49%
9 NORTHERN TRUST CORP 1,823,040 66,213,000 3.35%
10 LSV ASSET MANAGEMENT 1,494,258 54,271,000 2.74%
11 BlackRock Institutional Trust Company, N.A. 1,483,034 53,864,000 2.72%
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,364,330 49,552,000 2.50%
13 WELLINGTON MANAGEMENT GROUP LLP 1,342,290 48,752,000 2.46%
14 Hirzel Capital Management LLC 1,299,037 47,181,000 2.38%
15 PZENA INVESTMENT MANAGEMENT LLC 921,503 33,469,000 1.69%
16 ROYCE & ASSOCIATES LP 809,935 29,417,000 1.49%
17 NORGES BANK 802,670 29,153,000 1.47%
18 Elm Ridge Management, LLC 774,684 28,137,000 1.42%
19 DENVER INVESTMENT ADVISORS LLC 771,364 28,016,000 1.42%
20 Bank of New York Mellon Corp 760,628 27,626,000 1.40%
21 WESTFIELD CAPITAL MANAGEMENT CO LP 619,450 22,498,000 1.14%
22 FIRST WILSHIRE SECURITIES MANAGEMENT INC 618,376 22,459,000 1.13%
23 Boston Partners 598,269 21,729,000 1.10%
24 BRANDES INVESTMENT PARTNERS, LP 596,553 21,667,000 1.09%
25 THOMPSON SIEGEL & WALMSLEY LLC 519,609 18,872,000 0.95%
26 Apollo Management Holdings, L.P. 500,000 18,160,000 0.92% Put
27 SCOPUS ASSET MANAGEMENT, L.P. 425,000 15,436,000 0.78%
28 ACADIAN ASSET MANAGEMENT LLC 413,529 15,020,000 0.76%
29 INTRUST BANK NA 379,464 13,782,000 0.70%
30 DEUTSCHE BANK AG\ 346,125 12,570,000 0.64%
31 Private Capital Management, LLC 339,610 12,335,000 0.62%
32 FEDERATED HERMES, INC. 331,123 12,026,000 0.61%
33 Portolan Capital Management, LLC 306,318 11,125,000 0.56%
34 GEODE CAPITAL MANAGEMENT, LLC 301,112 10,936,000 0.55%
35 BlackRock Investment Management, LLC 290,276 10,543,000 0.53%
36 CITADEL ADVISORS LLC 281,342 10,218,000 0.52%
37 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 276,271 9,998,000 0.51%
38 AMERIPRISE FINANCIAL INC 264,278 9,600,000 0.49%
39 LOMBARDIA CAPITAL PARTNERS LLC 224,208 8,143,000 0.41%
40 WADDELL & REED FINANCIAL INC 219,000 7,954,000 0.40%
41 TIAA CREF INVESTMENT MANAGEMENT LLC 218,934 7,952,000 0.40%
42 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 206,101 7,486,000 0.38%
43 FIRST TRUST ADVISORS LP 202,631 7,360,000 0.37%
44 KBC Group NV 197,217 7,163,000 0.36%
45 WELLS FARGO & COMPANY/MN 195,798 7,111,000 0.36%
46 First Pacific Advisors, LP 190,100 6,904,000 0.35%
47 MARKEL GROUP INC. 190,000 6,901,000 0.35%
48 SKYLINE ASSET MANAGEMENT LP 176,100 6,396,000 0.32%
49 PRUDENTIAL FINANCIAL INC 170,841 6,205,000 0.31%
50 NEW YORK STATE COMMON RETIREMENT FUND 155,501 5,648,000 0.29%
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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.