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 Q4 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $280.42 M.
Top institutional holders include Paul Tudor Jones and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $115.71 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 24.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for United Rentals, Inc. (URI)
Major holders include Paul Tudor Jones ($80.89 M), Ken Fisher ($54.01 M), Cliff Asness ($27.94 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 380,377 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $115.71 M, with 8 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited URI. The total reported sell value was $4.27 M.
Yes, 1 managers opened new positions in URI, and 7 increased their existing holdings. The total reported buy value was $119.98 M.