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United Rentals, Inc.

URI Industrials
$1,082.89 +$8.65 (0.81%)
Market Cap: $67.84 B
Gurus Holding
13
Popularity Rank
#197
% of Shares Held
0.47%
Net Activity (Q1 2026)
-$63.15 M

Guru Ownership Trend

Guru Analysis for United Rentals, Inc. (URI)

United Rentals, Inc. (URI), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $321.5 M.

Top institutional holders include Ken Fisher and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $63.15 M net outflow during the quarter.

Recent activity highlights Jeremy Grantham who increased their stake by 101.8%. Conversely, Jefferies Group reduced exposure by 67.1%.

Key Holders

Top 5 by Value

$47.77 M
$31.93 M
$28.63 M
$22.96 M
$22.69 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$16.03 M
Total Buy Value
New Buys 1
Additions 5
-$79.18 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

FAQs for United Rentals, Inc. (URI)

Major holders include Ken Fisher ($47.77 M), Paul Tudor Jones ($31.93 M), Cliff Asness ($28.63 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 296,887 shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $63.15 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited URI. The total reported sell value was $79.18 M.

Yes, 1 managers opened new positions in URI, and 5 increased their existing holdings. The total reported buy value was $16.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -1.7% 65,572 $47.77 M Q1 2026
0.06% Reduce -56.2% 43,828 $31.93 M Q1 2026
0.01% Add 15.4% 39,852 $28.63 M Q1 2026
0.23% Add 0.9% 31,521 $22.96 M Q1 2026
0.19% 31,150 $22.69 M Q1 2026
3.79% Reduce -5.0% 25,192 $18.35 M Q1 2026
2.99% Reduce 0.0% 15,603 $11.37 M Q1 2026
0.03% Add 10.7% 14,474 $10.55 M Q1 2026
0.03% New Buy 10,357 $7.55 M Q1 2026
0.02% Add 101.8% 9,334 $6.8 M Q1 2026
0.05% Reduce -67.1% 9,242 $6.73 M Q1 2026
0.01% 756 $550,791 Q1 2026
0.00% Add 20.0% 6 $4,371 Q1 2026
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Transaction
Value
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SEC Form