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

Institutional Holders (2015Q3)
Portfolio Summary: 223 Institutional holders with a total value of $1,418,358,578.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FMR LLC 5,500,000 133,375,000 9.40%
2 DIMENSIONAL FUND ADVISORS LP 4,504,484 109,234,000 7.70%
3 WELLINGTON MANAGEMENT GROUP LLP 3,488,245 84,591,000 5.96%
4 VANGUARD GROUP INC 3,422,367 82,993,000 5.85%
5 ADAGE CAPITAL PARTNERS GP, L.L.C. 2,459,000 59,631,000 4.20%
6 BlackRock Fund Advisors 2,446,926 59,338,000 4.18%
7 WESTWOOD HOLDINGS GROUP INC 2,069,582 50,187,000 3.54%
8 STATE STREET CORP 2,043,572 49,559,000 3.49%
9 NORTHERN TRUST CORP 1,918,586 46,526,000 3.28%
10 Hirzel Capital Management LLC 1,908,338 46,277,000 3.26%
11 BlackRock Institutional Trust Company, N.A. 1,605,473 38,933,000 2.74%
12 LSV ASSET MANAGEMENT 1,390,635 33,722,000 2.38%
13 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,354,770 32,853,000 2.32%
14 WESTFIELD CAPITAL MANAGEMENT CO LP 1,021,350 24,768,000 1.75%
15 PZENA INVESTMENT MANAGEMENT LLC 871,989 21,146,000 1.49%
16 Artisan Partners Limited Partnership 863,961 20,951,000 1.48%
17 LOMBARDIA CAPITAL PARTNERS LLC 834,293 20,232,000 1.43%
18 ROYCE & ASSOCIATES LP 814,108 19,742,000 1.39%
19 NORGES BANK 802,670 19,465,000 1.37%
20 Bank of New York Mellon Corp 800,648 19,417,000 1.37%
21 Neuberger Berman Group LLC 795,749 19,297,000 1.36%
22 Elm Ridge Management, LLC 786,111 19,063,000 1.34%
23 BRANDES INVESTMENT PARTNERS, LP 703,336 17,056,000 1.20%
24 Boston Partners 665,376 16,135,000 1.14%
25 NEW AMSTERDAM PARTNERS LLC/NY 662,919 16,076,000 1.13%
26 Lomas Capital Management, LLC 592,762 14,374,000 1.01%
27 THOMPSON SIEGEL & WALMSLEY LLC 523,017 12,683,000 0.89%
28 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 522,313 12,667,000 0.89%
29 MILLENNIUM MANAGEMENT LLC 457,831 11,102,000 0.78%
30 VOYA INVESTMENT MANAGEMENT LLC 447,239 10,846,000 0.76%
31 FIRST WILSHIRE SECURITIES MANAGEMENT INC 421,348 10,218,000 0.72%
32 GEODE CAPITAL MANAGEMENT, LLC 418,730 10,153,000 0.72%
33 INTRUST BANK NA 410,622 9,958,000 0.70%
34 DEUTSCHE BANK AG\ 394,612 9,567,000 0.67%
35 RENAISSANCE TECHNOLOGIES LLC 388,110 9,412,000 0.66%
36 Private Capital Management, LLC 372,191 9,026,000 0.64%
37 BlackRock Investment Management, LLC 319,409 7,746,000 0.55%
38 Connor, Clark & Lunn Investment Management Ltd. 300,500 7,287,000 0.51%
39 NEW YORK STATE COMMON RETIREMENT FUND 276,738 6,711,000 0.47%
40 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 256,771 6,227,000 0.44%
41 Brandywine Global Investment Management, LLC 240,538 5,834,000 0.41%
42 AMERIPRISE FINANCIAL INC 239,094 5,799,000 0.41%
43 MARKEL GROUP INC. 238,000 5,771,000 0.41%
44 FIRST TRUST ADVISORS LP 237,830 5,767,000 0.41%
45 CITADEL ADVISORS LLC 227,487 5,517,000 0.39%
46 TIAA CREF INVESTMENT MANAGEMENT LLC 192,883 4,677,000 0.33%
47 D. E. Shaw & Co., Inc. 190,920 4,630,000 0.33%
48 PARAMETRIC PORTFOLIO ASSOCIATES LLC 190,855 4,628,000 0.33%
49 SYSTEMATIC FINANCIAL MANAGEMENT LP 185,895 4,507,000 0.32%
50 Opus Capital Group, LLC 178,822 4,336,000 0.31%
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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.