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United Rentals, Inc.

URI Industrials
$737.22 +$3.4 (0.46%)
Market Cap: $46.44 B
Gurus Holding
13
Popularity Rank
#191
% of Shares Held
0.60%
Net Activity (Q4 2025)
+$115.71 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 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

$80.89 M
$54.01 M
$27.94 M
$25.28 M
$25.21 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$119.98 M
Total Buy Value
New Buys 1
Additions 7
-$4.27 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
4
Net Buyers
8

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.15% Add 520.9% 99,950 $80.89 M Q4 2025
0.02% Add 9.9% 66,734 $54.01 M Q4 2025
0.01% Add 14.9% 34,529 $27.94 M Q4 2025
0.24% Reduce -1.9% 31,231 $25.28 M Q4 2025
0.20% 31,150 $25.21 M Q4 2025
0.33% Add 433.4% 28,140 $22.77 M Q4 2025
0.12% Add 3010.4% 28,056 $22.71 M Q4 2025
4.01% Reduce -1.5% 26,514 $21.46 M Q4 2025
3.40% Add 0.5% 15,606 $12.63 M Q4 2025
0.04% Reduce -24.5% 13,080 $10.59 M Q4 2025
0.01% Add 460.7% 4,626 $3.74 M Q4 2025
0.01% 756 $611,845 Q4 2025
0.00% New Buy 5 $4,047 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form