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

Institutional Holders (2016Q3)
Portfolio Summary: 191 Institutional holders with a total value of $664,857,358.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD GROUP INC 5,888,839 74,435,000 11.20%
2 BlackRock Fund Advisors 3,711,500 46,913,000 7.06%
3 DIMENSIONAL FUND ADVISORS LP 3,067,384 38,771,000 5.83%
4 JPMORGAN CHASE & CO 1,929,963 24,394,000 3.67%
5 PZENA INVESTMENT MANAGEMENT LLC 1,825,479 23,074,000 3.47%
6 BRANDES INVESTMENT PARTNERS, LP 1,467,550 18,550,000 2.79%
7 STATE STREET CORP 1,464,557 18,510,000 2.78%
8 THOMPSON SIEGEL & WALMSLEY LLC 1,446,281 18,281,000 2.75%
9 LSV ASSET MANAGEMENT 1,414,908 17,884,000 2.69%
10 MORGAN STANLEY 1,396,222 17,649,000 2.65%
11 NORGES BANK 1,433,484 17,306,000 2.60%
12 BlackRock Institutional Trust Company, N.A. 1,362,546 17,223,000 2.59%
13 LOMBARDIA CAPITAL PARTNERS LLC 1,218,633 15,404,000 2.32%
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,198,370 15,148,000 2.28%
15 Bank of New York Mellon Corp 1,154,419 14,592,000 2.19%
16 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1,152,970 14,574,000 2.19%
17 D. E. Shaw & Co., Inc. 878,010 11,098,000 1.67%
18 Invesco Ltd. 815,132 10,305,000 1.55%
19 Connor, Clark & Lunn Investment Management Ltd. 800,800 10,122,000 1.52%
20 AJO, LP 738,365 9,333,000 1.40%
21 NORTHERN TRUST CORP 684,038 8,647,000 1.30%
22 GEODE CAPITAL MANAGEMENT, LLC 683,386 8,637,000 1.30%
23 CANADA PENSION PLAN INVESTMENT BOARD 676,400 8,550,000 1.29%
24 ROYCE & ASSOCIATES LP 635,591 8,034,000 1.21%
25 Jupiter Investment Management Ltd 547,333 6,918,000 1.04%
26 DEUTSCHE BANK AG\ 499,802 6,314,000 0.95%
27 Robeco Institutional Asset Management B.V. 496,858 6,280,000 0.94%
28 PEREGRINE CAPITAL MANAGEMENT INC /MN/ 480,942 6,079,000 0.91%
29 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 443,871 5,611,000 0.84%
30 RENAISSANCE TECHNOLOGIES LLC 437,510 5,530,000 0.83%
31 MILLENNIUM MANAGEMENT LLC 390,821 4,940,000 0.74%
32 PRINCIPAL FINANCIAL GROUP INC 384,277 4,857,000 0.73%
33 FRONTIER CAPITAL MANAGEMENT CO LLC 377,942 4,777,000 0.72%
34 AMERIPRISE FINANCIAL INC 375,479 4,746,000 0.71%
35 GOLDMAN SACHS GROUP INC 366,249 4,630,000 0.70%
36 GSA CAPITAL PARTNERS LLP 361,029 4,563,000 0.69%
37 PARAMETRIC PORTFOLIO ASSOCIATES LLC 329,049 4,159,000 0.63%
38 Private Capital Management, LLC 320,157 4,047,000 0.61%
39 GUGGENHEIM CAPITAL LLC 319,222 4,036,000 0.61%
40 FIRST WILSHIRE SECURITIES MANAGEMENT INC 310,016 3,919,000 0.59%
41 Melvin Capital Management LP 300,000 3,792,000 0.57% Put
42 Nationwide Fund Advisors 288,716 3,649,000 0.55%
43 QS Investors, LLC 285,348 3,607,000 0.54%
44 ENVESTNET ASSET MANAGEMENT INC 284,239 3,593,000 0.54%
45 UNITED CAPITAL FINANCIAL ADVISORS, LLC 276,444 3,494,000 0.53%
46 TWO SIGMA INVESTMENTS, LP 261,336 3,303,000 0.50%
47 TIAA CREF INVESTMENT MANAGEMENT LLC 260,199 3,289,000 0.49%
48 CITIGROUP INC 246,200 3,112,000 0.47% Put
49 BlackRock Investment Management, LLC 238,246 3,011,000 0.45%
50 PRUDENTIAL FINANCIAL INC 224,570 2,839,000 0.43%
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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.