United Rentals

URI • NYSE

United Rentals is a rental & leasing services company in the industrials sector on NYSE, led by William (Ted) Grace, with a market cap of $53.1B. As of Q3 2025, 90% of shares are held by 1,405 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.62%.

CFOWilliam (Ted) Grace

Market Cap$53.1B

Rental & Leasing Services

Industrials

Employees26.3K

Websiteunitedrentals.com

Country

United States of America

Overview

Overview of institutional ownership in URI as of Q3 2025 with a market cap of $61.4B

All Institutions

Institutions: 1,405
Value Held: $55.0B
Shares Held: 57.6M
Avg Position: $39.2M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 69
Value Held: $1.2B
Shares Held: 1.2M
Avg Position: $17.1M
Median Position: $3.3M

Ownership Breakdown

Institutional (non-HF)

87.65%

$53.8B

Hedge Funds

1.92%

$1.2B

Retail & Other

10.43%

$6.4B

Based on market cap of $61.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in URI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.1B 0.11% of portfolio	11.62% 7.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$4.7B 0.08% of portfolio	7.73% 5.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
C Capital International Investors Institution	-	$3.2B 0.53% of portfolio	5.29% 3.4M shares	Q1 2024 Held for 1y 8m	$615.90B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$2.9B 0.10% of portfolio	4.66% 3.0M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$2.8B 0.53% of portfolio	4.59% 3.0M shares	Q2 2020 Held for 5y 5m	$532.36B
C Capital World Investors Institution	-	$2.6B 0.35% of portfolio	4.16% 2.7M shares	Q4 2019 Held for 5y 11m	$730.00B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.6B 0.10% of portfolio	2.67% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.6B 0.10% of portfolio	2.56% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
FMR LLC Institution	-	$1.5B 0.08% of portfolio	2.45% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$1.3B 0.32% of portfolio	2.04% 1.3M shares	Q4 2019 Held for 5y 11m	$395.36B

Net Capital Flow

Institutional buying and selling activity for URI in Q3 2025

Traded: +$63.7M
Buyers: 681
Sellers: 557
Total Bought: +$3.9B
Total Sold: −$3.9B
Avg Position: $37.1M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$976.5M +1.0M shares	$1.5B 1.6M shares
C Capital International Investors Institution	+$602.8M +631.5K shares	$3.2B 3.4M shares
MORGAN STANLEY RIA/Wealth	+$219.0M +229.4K shares	$1.6B 1.7M shares
T TD ASSET MANAGEMENT INC Institution	+$184.6M +193.4K shares	$462.5M 484.5K shares
C Capital World Investors Institution	+$161.0M +168.7K shares	$2.6B 2.7M shares
P PUBLIC SECTOR PENSION INVESTMENT BOARD Institution	+$143.6M +150.4K shares	$148.2M 155.3K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	+$89.2M +93.4K shares	$89.2M 93.4K shares
R ROYAL BANK OF CANADA Institution	+$88.6M +92.8K shares	$332.1M 347.9K shares
FRANKLIN RESOURCES INC Institution	+$80.2M +84.0K shares	$1.3B 1.3M shares
J JANE STREET GROUP, LLC Institution	+$76.2M +79.8K shares	$76.2M 79.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$751.4M −787.1K shares	$1.0B 1.1M shares
NORDEA INVESTMENT MANAGEMENT AB Institution	−$588.9M −623.2K shares	$119.1M 126.1K shares
Capital Research Global Investors RIA/Wealth	−$410.5M −430.0K shares	$2.8B 3.0M shares
Holocene Advisors, LP Hedge Fund•Long/Short	−$203.0M −212.6K shares	$314.5M 329.4K shares
N Nuveen, LLC Institution	−$183.7M −192.4K shares	$302.3M 316.7K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$124.6M −130.5K shares	$449.3M 470.7K shares
Cartenna Capital, LP Hedge Fund•Long/Short	−$88.5M −117.5K shares	Sold Off 0 shares
H HSBC HOLDINGS PLC Institution	−$74.0M −77.7K shares	$115.3M 121.0K shares
STATE STREET CORP Institution	−$72.6M −76.1K shares	$2.9B 3.0M shares
UBS Group AG Institution	−$67.7M −71.0K shares	$484.9M 507.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited URI in Q3 2025

New Positions: 86
New Value: $31.8M
Exited Positions: 77
Exited Value: $253.0M

New Positions

Institution	Position Value
PARTNERS CAPITAL INVESTMENT GROUP, LLP Fund of Funds	$4.8M 5.0K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$3.2M 3.3K shares
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short	$2.6M 2.8K shares
S SIH Partners, LLLP Institution	$1.3M 1.4K shares
P PRAGMA GESTAO DE PATRIMONIO LTD Institution	$1.3M 1.4K shares
T TEMA ETFS LLC Institution	$926.0K 970.0 shares
K Karani Asset Management LLC Long Only Manager	$832.5K 872.0 shares
Ethos Financial Group, LLC RIA/Wealth	$695.9K 729.0 shares
V Volterra Technologies LP Hedge Fund•Quant	$690.2K 723.0 shares
CHESAPEAKE CAPITAL CORP /IL/ Long Only Manager	$670.2K 702.0 shares

Exited Positions

Institution	Previous Position
Cartenna Capital, LP Hedge Fund•Long/Short	$88.5M 117.5K shares
Q Qube Research & Technologies Ltd Institution	$28.7M 38.1K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$22.7M 30.1K shares
H HRT FINANCIAL LLC Institution	$14.2M 18.8K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$12.7M 16.9K shares
A AXA Institution	$9.8M 13.0K shares
Castle Hook Partners LP Hedge Fund•Global Macro	$9.2M 12.2K shares
N NICOLA WEALTH MANAGEMENT LTD. RIA/Wealth	$6.9M 9.2K shares
C Covalis Capital LLP Institution	$6.4M 8.5K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$6.2M 8.2K shares

Options Activity

Institutions with the largest Call and Put options positions in URI as of Q3 2025

Call Positions: 35
Call Value: $896.7M
Put Positions: 35
Put Value: $845.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$267.5M 2.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$122.7M 1.3K contracts
W WOLVERINE TRADING, LLC Institution	$65.0M 689.0 contracts
UBS Group AG Institution	$52.8M 553.0 contracts
J JANE STREET GROUP, LLC Institution	$43.4M 455.0 contracts
D D. E. Shaw & Co., Inc. Institution	$41.7M 437.0 contracts
Walleye Trading LLC RIA/Wealth	$33.8M 354.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$33.2M 348.0 contracts
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$28.6M 300.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$22.1M 232.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$284.2M 3.0K contracts
UBS Group AG Institution	$91.2M 955.0 contracts
W WOLVERINE TRADING, LLC Institution	$53.1M 563.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$45.6M 478.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$41.0M 429.0 contracts
BARCLAYS PLC Institution	$30.5M 320.0 contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$29.3M 3.1 contracts
J JANE STREET GROUP, LLC Institution	$26.8M 281.0 contracts
CITIGROUP INC Institution	$23.5M 246.0 contracts
D D. E. Shaw & Co., Inc. Institution	$21.5M 225.0 contracts

Most Committed Institutions

Institutions with URI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MONTGOMERY INVESTMENT MANAGEMENT INC RIA/Wealth	Calvin Scott Koonce Chairman	11.35% $32.4M	0.05% 34.0K shares	Q3 2015 Held for 10y 2m	$285.8M
Access Investment Management LLC RIA/Wealth	William Robert Casey CCO	8.19% $30.5M	0.05% 31.9K shares	Q2 2025 Held for 5 months	$372.1M
Court Place Advisors, LLC RIA/Wealth	John Francis Santry CCO	7.66% $25.5M	0.04% 26.7K shares	Q1 2015 Held for 10y 8m	$332.1M
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ RIA/Wealth	Theodore M Groesbeck President	6.76% $3.5M	0.01% 3.6K shares	Q4 2014 Held for 10y 11m	$51.3M
F&V Capital Management, LLC RIA/Wealth	Hugh Terrence Riley Partner	6.42% $28.4M	0.05% 29.7K shares	Q1 2020 Held for 5y 8m	$442.0M
F Factorial Partners, LLC Hedge Fund•Value	Mark Philip Kleiman Managing Partner	6.41% $8.9M	0.01% 9.3K shares	Q1 2019 Held for 6y 8m	$138.3M
Edgemoor Investment Advisors, Inc. RIA/Wealth	Paul Patrick Meehan President	5.24% $67.7M	0.11% 70.9K shares	Q2 2015 Held for 10y 5m	$1.3B
Glassy Mountain Advisors, Inc. RIA/Wealth	Ross Jordan Smyth President	5.04% $16.7M	0.03% 17.5K shares	Q4 2022 Held for 2y 11m	$332.2M
WEDGEWOOD PARTNERS INC Long Only Manager	William Mccormick Thomas CEO	4.69% $25.7M	0.04% 26.9K shares	Q1 2025 Held for 8 months	$547.9M
Vanguard Capital Wealth Advisors RIA/Wealth	Julia Clare Youngblood Member	4.09% $5.1M	0.01% 5.3K shares	Q4 2020 Held for 4y 11m	$124.1M

Hedge Fund Spotlight

Discover hedge funds investing in URI

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,252
Last Reported: Q3 2025

Sector Allocation

Position in United Rentals

Market Value: $74.5M
Shares Held: 78.1K
Portfolio Weight: 0.12%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%