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

Institutional Holders (2015Q1)
Portfolio Summary: 197 Institutional holders with a total value of $1,471,889,888.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 6,156,367 168,931,000 11.48%
2 DIMENSIONAL FUND ADVISORS LP 4,488,655 123,170,000 8.37%
3 VANGUARD GROUP INC 3,283,159 90,089,000 6.12%
4 WESTWOOD HOLDINGS GROUP INC 3,009,315 82,576,000 5.61%
5 BlackRock Fund Advisors 2,481,398 68,090,000 4.63%
6 ADAGE CAPITAL PARTNERS GP, L.L.C. 2,378,251 65,259,000 4.43%
7 STATE STREET CORP 2,177,112 59,739,000 4.06%
8 Hirzel Capital Management LLC 2,068,338 56,755,000 3.86%
9 NORTHERN TRUST CORP 1,875,713 51,469,000 3.50%
10 BlackRock Institutional Trust Company, N.A. 1,571,409 43,119,000 2.93%
11 WELLINGTON MANAGEMENT GROUP LLP 1,445,563 39,667,000 2.69%
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,376,630 37,775,000 2.57%
13 LSV ASSET MANAGEMENT 1,310,335 35,955,000 2.44%
14 Artisan Partners Limited Partnership 1,151,222 31,590,000 2.15%
15 PZENA INVESTMENT MANAGEMENT LLC 879,219 24,126,000 1.64%
16 Elm Ridge Management, LLC 840,957 23,076,000 1.57%
17 Bank of New York Mellon Corp 803,775 22,055,000 1.50%
18 NORGES BANK 802,670 22,025,000 1.50%
19 ROYCE & ASSOCIATES LP 791,608 21,722,000 1.48%
20 DENVER INVESTMENT ADVISORS LLC 745,436 20,457,000 1.39%
21 THOMPSON SIEGEL & WALMSLEY LLC 672,463 18,452,000 1.25%
22 LOMBARDIA CAPITAL PARTNERS LLC 647,081 17,756,000 1.21%
23 WESTFIELD CAPITAL MANAGEMENT CO LP 629,950 17,286,000 1.17%
24 Boston Partners 571,497 15,682,000 1.07%
25 BRANDES INVESTMENT PARTNERS, LP 501,434 13,760,000 0.93%
26 FIRST WILSHIRE SECURITIES MANAGEMENT INC 490,165 13,450,000 0.91%
27 INTRUST BANK NA 380,396 10,438,000 0.71%
28 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 276,271 9,998,000 0.68%
29 Private Capital Management, LLC 348,060 9,551,000 0.65%
30 GEODE CAPITAL MANAGEMENT, LLC 321,175 8,813,000 0.60%
31 BlackRock Investment Management, LLC 293,531 8,054,000 0.55%
32 AMERIPRISE FINANCIAL INC 266,318 7,308,000 0.50%
33 Brandywine Global Investment Management, LLC 235,838 6,472,000 0.44%
34 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 222,227 6,098,000 0.41%
35 MARKEL GROUP INC. 215,000 5,900,000 0.40%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 214,600 5,889,000 0.40%
37 GUGGENHEIM CAPITAL LLC 213,861 5,869,000 0.40%
38 BESSEMER GROUP INC 205,098 5,628,000 0.38%
39 NEW YORK STATE COMMON RETIREMENT FUND 195,785 5,372,000 0.36%
40 DEUTSCHE BANK AG\ 195,518 5,362,000 0.36%
41 WELLS FARGO & COMPANY/MN 191,519 5,255,000 0.36%
42 SEI INVESTMENTS CO 182,512 5,008,000 0.34%
43 GOLDMAN SACHS GROUP INC 170,233 4,671,000 0.32%
44 GSA CAPITAL PARTNERS LLP 155,542 4,268,000 0.29%
45 PRINCIPAL FINANCIAL GROUP INC 152,994 4,199,000 0.29%
46 HUSSMAN STRATEGIC ADVISORS, INC. 153,000 4,198,000 0.29%
47 Irving Magee Investment Management 148,123 4,064,000 0.28%
48 D. E. Shaw & Co., Inc. 144,874 3,975,000 0.27%
49 FIRST TRUST ADVISORS LP 142,986 3,924,000 0.27%
50 ACADIAN ASSET MANAGEMENT LLC 139,299 3,823,000 0.26%
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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.