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
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
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.