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 Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $282.63 M.
Top institutional holders include Cliff Asness and Ken Fisher.
Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.14% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $4.93 M net inflow during the quarter.
Recent activity highlights First Eagle Investment who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 55.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for United Rentals, Inc. (URI)
Major holders include Cliff Asness ($77.71 M), Ken Fisher ($61.92 M), Mario Gabelli ($35.71 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 285,741 shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $4.93 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited URI. The total reported sell value was $62.02 M.
Yes, 0 managers opened new positions in URI, and 5 increased their existing holdings. The total reported buy value was $66.95 M.
