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All holdings

United Rentals

URI

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
6
In their latest 13F (Q3 2026)
See who
Value held
$75.5m
Combined value at quarter end
Last quarter
2 bought
2 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$1,132.89
+55.5% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+25.2%Q3 ’24
-13.0%Q4 ’24
-11.0%Q1 ’25
+20.2%Q2 ’25
+26.7%Q3 ’25
-15.2%Q4 ’25
-10.0%Q1 ’26
+55.5%Q2 ’26
Q3 ’24: +25.2%; Q4 ’24: -13.0%; Q1 ’25: -11.0%; Q2 ’25: +20.2%; Q3 ’25: +26.7%; Q4 ’25: -15.2%; Q1 ’26: -10.0%; Q2 ’26: +55.5%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

5Q4 ’23
4Q1 ’24
3Q2 ’24
3Q3 ’24
2Q4 ’24
5Q1 ’25
5Q2 ’25
5Q3 ’25
6Q4 ’25
6Q1 ’26
6Q2 ’26
0Q3 ’26
Q4 ’23: 5; Q1 ’24: 4; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 2; Q1 ’25: 5; Q2 ’25: 5; Q3 ’25: 5; Q4 ’25: 6; Q1 ’26: 6; Q2 ’26: 6; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes United Rentals.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding United Rentals
Muhlenkamp & Company5.1%$17.8m$17.8mAdded +0.4%12 qtrs
Wedgewood Partners3.9%$19.0m$19.0mTrimmed -34%6 qtrs
Markel Group0.3%$35.3m$35.3mUnchanged12 qtrs
Jensen Investment Management0.1%$2.2m$2.2mTrimmed -12%6 qtrs
Horizon Kinetics0.0%$856k$856kUnchanged6 qtrs
First Eagle Investment Management0.0%$471k$471kAdded +6833%3 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of United Rentals
Bought or soldFiling
24 Jul 2026Grace William E.EVP, CFO▼ Sold1,500$1133.15$1.7mForm 4

About the company

Sector
Industrials · Services-Equipment Rental & Leasing, Nec
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
63m at 20 Apr 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$5.0bn2013
$5.8bn2015
$6.6bn2017
$9.4bn2019
$9.7bn2021
$14bn2023
$16bn2025
2013: $5.0bn; 2014: $5.7bn; 2015: $5.8bn; 2016: $5.8bn; 2017: $6.6bn; 2018: $8.0bn; 2019: $9.4bn; 2020: $8.5bn; 2021: $9.7bn; 2022: $12bn; 2023: $14bn; 2024: $15bn; 2025: $16bn
United Rentals revenue and net income by year
YearRevenueNet income
2025$16bn$2.5bn
2024$15bn$2.6bn
2023$14bn$2.4bn
2022$12bn$2.1bn
2021$9.7bn$1.4bn
2020$8.5bn$890m
2019$9.4bn$1.2bn
2018$8.0bn$1.1bn
2017$6.6bn$1.3bn
2016$5.8bn$566m
2015$5.8bn$585m
2014$5.7bn$540m
2013$5.0bn$387m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold United Rentals, from their latest N-PORT filings.

Funds holding United Rentals
Muhlenkamp FundMuhlenkamp & Company4.1%$10.8m30 Jun 2026