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

Institutional Holders (2015Q2)
Portfolio Summary: 235 Institutional holders with a total value of $1,692,545,770.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 5,500,000 155,925,000 9.21%
2 DIMENSIONAL FUND ADVISORS LP 4,505,596 127,737,000 7.55%
3 WELLINGTON MANAGEMENT GROUP LLP 4,267,138 120,973,000 7.15%
4 VANGUARD GROUP INC 3,374,784 95,675,000 5.65%
5 BlackRock Fund Advisors 2,446,199 69,350,000 4.10%
6 ADAGE CAPITAL PARTNERS GP, L.L.C. 2,416,551 68,509,000 4.05%
7 WESTWOOD HOLDINGS GROUP INC 2,369,368 67,172,000 3.97%
8 STATE STREET CORP 2,079,275 58,949,000 3.48%
9 Hirzel Capital Management LLC 2,068,338 58,637,000 3.46%
10 NORTHERN TRUST CORP 1,693,287 48,005,000 2.84%
11 BlackRock Institutional Trust Company, N.A. 1,504,536 42,654,000 2.52%
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,376,130 39,013,000 2.30%
13 LSV ASSET MANAGEMENT 1,353,435 38,369,000 2.27%
14 Artisan Partners Limited Partnership 973,197 27,590,000 1.63%
15 PZENA INVESTMENT MANAGEMENT LLC 889,444 25,216,000 1.49%
16 Bank of New York Mellon Corp 815,026 23,105,000 1.37%
17 NORGES BANK 802,670 22,756,000 1.34%
18 ROYCE & ASSOCIATES LP 793,108 22,485,000 1.33%
19 Elm Ridge Management, LLC 773,785 21,937,000 1.30%
20 WESTFIELD CAPITAL MANAGEMENT CO LP 732,420 20,764,000 1.23%
21 Boston Partners 653,625 18,530,000 1.09%
22 Neuberger Berman Group LLC 606,932 17,207,000 1.02%
23 MILLENNIUM MANAGEMENT LLC 550,094 15,595,000 0.92%
24 BRANDES INVESTMENT PARTNERS, LP 529,701 15,017,000 0.89%
25 THOMPSON SIEGEL & WALMSLEY LLC 507,677 14,393,000 0.85%
26 DENVER INVESTMENT ADVISORS LLC 498,561 14,135,000 0.84%
27 Lomas Capital Management, LLC 440,000 12,474,000 0.74%
28 FIRST WILSHIRE SECURITIES MANAGEMENT INC 439,867 12,470,000 0.74%
29 DEUTSCHE BANK AG\ 433,410 12,285,000 0.73%
30 LOMBARDIA CAPITAL PARTNERS LLC 421,931 11,962,000 0.71%
31 BALYASNY ASSET MANAGEMENT L.P. 415,705 11,785,000 0.70%
32 INTRUST BANK NA 373,251 10,582,000 0.63%
33 CITADEL ADVISORS LLC 372,462 10,559,000 0.62%
34 Private Capital Management, LLC 346,695 9,829,000 0.58%
35 AMERIPRISE FINANCIAL INC 341,488 9,681,000 0.57%
36 GEODE CAPITAL MANAGEMENT, LLC 340,793 9,661,000 0.57%
37 MORGAN STANLEY 340,009 9,639,000 0.57%
38 TWO SIGMA INVESTMENTS, LP 328,041 9,300,000 0.55%
39 BlackRock Investment Management, LLC 318,264 9,023,000 0.53%
40 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 310,728 8,810,000 0.52%
41 TWO SIGMA ADVISERS, LP 299,498 8,491,000 0.50%
42 NEW YORK STATE COMMON RETIREMENT FUND 264,492 7,498,000 0.44%
43 GSA CAPITAL PARTNERS LLP 259,669 7,362,000 0.43%
44 D. E. Shaw & Co., Inc. 258,003 7,314,000 0.43%
45 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 249,471 7,073,000 0.42%
46 Brandywine Global Investment Management, LLC 240,538 6,820,000 0.40%
47 MARKEL GROUP INC. 236,000 6,691,000 0.40%
48 TIAA CREF INVESTMENT MANAGEMENT LLC 233,000 6,606,000 0.39%
49 GOLDMAN SACHS GROUP INC 229,861 6,517,000 0.39%
50 HIGHBRIDGE CAPITAL MANAGEMENT LLC 222,285 6,302,000 0.37%
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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.