Guru Ownership Over Time
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 Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $192.4 M.
Top institutional holders include Ken Fisher and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $15.12 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 64.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.02% | Add 8.0% | 60,714 | $57.96 M | Q3 2025 | |
| 0.29% | Reduce -3.8% | 31,831 | $30.39 M | Q3 2025 | |
| 0.24% | 31,150 | $29.74 M | Q3 2025 | ||
| 0.02% | Add 8.1% | 30,060 | $28.51 M | Q3 2025 | |
| 4.69% | Add 3.3% | 26,925 | $25.7 M | Q3 2025 | |
| 0.07% | Add 27.3% | 17,328 | $16.54 M | Q3 2025 | |
| 0.03% | New Buy | 16,098 | $15.37 M | Q3 2025 | |
| 4.03% | Reduce 0.0% | 15,523 | $14.82 M | Q3 2025 | |
| 0.07% | Reduce -64.5% | 5,276 | $5.04 M | Q3 2025 | |
| 0.00% | Reduce -46.1% | 902 | $861,103 | Q3 2025 | |
| 0.00% | Add 3.1% | 825 | $787,595 | Q3 2025 | |
| 0.01% | 756 | $721,723 | Q3 2025 | ||
| 0.00% | New Buy | 19 | $18,139 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for United Rentals, Inc. (URI)
Top Guru holders include Ken Fisher ($57.96 M), Mario Gabelli ($30.39 M), Tom Gayner ($29.74 M). Collectively, tracked Gurus hold 237,407 shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $15.12 M, with 7 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of URI completely. Total sell value was $11.1 M.
Yes, 2 Gurus opened new positions in URI, and 5 added to their existing holdings. Total buy value was $26.22 M.