HERC HLDGS INC HRI
COM · Common Stock · CUSIP 42704L104
- SectorIndustrials
- IndustryServices-Miscellaneous Equipment Rental & Leasing
- HeadquartersBonita Springs, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.3m this quarter). Holder counts are more reliable. Shares outstanding: 33.4m as of 2026-07-24, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $143.27. Options: 8 managers hold calls ($17.2m notional), 8 hold puts ($16.0m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 229 |
| Q4 2022 | 243 |
| Q1 2023 | 275 |
| Q2 2023 | 260 |
| Q3 2023 | 266 |
| Q4 2023 | 282 |
| Q1 2024 | 280 |
| Q2 2024 | 280 |
| Q3 2024 | 283 |
| Q4 2024 | 320 |
| Q1 2025 | 305 |
| Q2 2025 | 301 |
| Q3 2025 | 290 |
| Q4 2025 | 312 |
| Q1 2026 | 305 |
| Q2 2026 | 336 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 156 | 135 |
| Q4 2024 | 167 | 148 |
| Q1 2025 | 168 | 171 |
| Q2 2025 | 179 | 145 |
| Q3 2025 | 142 | 161 |
| Q4 2025 | 166 | 135 |
| Q1 2026 | 150 | 178 |
| Q2 2026 | 199 | 127 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $49.6m | $36.9m | 0.74 |
| Q4 2025 | $19.7m | $8.7m | 0.44 |
| Q1 2026 | $9.3m | $8.7m | 0.94 |
| Q2 2026 | $17.2m | $16.0m | 0.93 |
Biggest buyers
| FIRST TRUST ADVISORS LP | Added | +437.7k |
| BlackRock, Inc. | Added | +331.4k |
| Stephens Investment Management Group LLC | New | +322.4k |
| EMERALD ADVISERS, LLC | New | +261.2k |
| JPMORGAN CHASE & CO | Added | +261.1k |
| First Eagle Investment Management, LLC | Added | +211.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST | New | +169.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +167.2k |
| Boston Partners | Added | +160.6k |
| NEW YORK STATE COMMON RETIREMENT FUND | Added | +160.1k |
Biggest sellers
| Invesco Ltd. | Reduced | -2.0m |
| Coliseum Capital Management, LLC | Reduced | -544.9k |
| MARSHALL WACE, LLP | Reduced | -282.2k |
| AMERIPRISE FINANCIAL INC | Reduced | -250.2k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -203.8k |
| Capital World Investors | Sold out | -174.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Sold out | -162.8k |
| MOORE CAPITAL MANAGEMENT, LP | Sold out | -156.2k |
| Engineers Gate Manager LP | Reduced | -136.5k |
| Freestone Grove Partners LP | Sold out | -102.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.6m45.8k shares |
| CITADEL ADVISORS LLC | Added | $3.1m21.7k shares |
| IMC-Chicago, LLC | Added | $2.8m19.4k shares |
| JANE STREET GROUP, LLC | Added | $2.7m18.7k shares |
| D. E. Shaw & Co., Inc. | Added | $1.8m12.3k shares |
| Walleye Trading LLC | Reduced | $258.0k1.8k shares |
| Point72 Asset Management, L.P. | New | $28.7k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $14.3k100 shares |
Biggest puts
| SCOPUS ASSET MANAGEMENT, L.P. | New | $4.3m30.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.5m24.1k shares |
| D. E. Shaw & Co., Inc. | New | $3.2m22.3k shares |
| IMC-Chicago, LLC | Added | $3.0m20.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.5m10.4k shares |
| JANE STREET GROUP, LLC | New | $415.7k2.9k shares |
| Point72 Asset Management, L.P. | New | $172.0k1.2k shares |
| Walleye Trading LLC | Reduced | $14.3k100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.0 pts · filed 2026-05-06 | 15.0% |
| BlackRock, Inc. 13G · institution +6.6 pts · filed 2026-10-05 | 14.0% |
| NORGES BANK 13G · institution +1.2 pts · filed 2025-10-29 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: Coliseum Capital Management, LLC (3.3%, 2026-08-17), Invesco Ltd. (0.1%, 2026-07-07), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Capital World Investors (3.5%, 2025-11-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 5 | $16.0m | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 1 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $427.4k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 1 | $502.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-21 | Olsson Erik Director | Bought | $502.9k3.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 5.0m $716.3m | Reduced -8.6k |
| BlackRock, Inc. 0.01% of their portfolio | 2.9m $410.6m | Added +331.4k |
| NORGES BANK 0.03% of their portfolio | 2.1m $303.5m | Not comparable |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.6m $231.4m | Added +46.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $211.2m | Added +12.6k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.3m $190.8m | Added +167.2k |
| FIRST TRUST ADVISORS LP 0.11% of their portfolio | 1.3m $187.9m | Added +437.7k |
| Coliseum Capital Management, LLC 13.78% of their portfolio | 1.1m $160.1m | Reduced -544.9k |
| GAMCO INVESTORS, INC. ET AL 1.26% of their portfolio | 976.7k $140.0m | Added +3.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 812.7k $116.5m | Added +55.2k |
| STATE STREET CORP 0.00% of their portfolio | 811.7k $116.4m | Added +64.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.15% of their portfolio | 700.7k $100.4m | Added +40.8k |
| Channing Capital Management, LLC 2.08% of their portfolio | 630.1k $90.3m | Added +111.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 614.2k $88.0m | Reduced -203.8k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 600.4k $86.1m | Added +85.9k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 584.3k $83.8m | Added +13.7k |
| GABELLI FUNDS LLC 0.46% of their portfolio | 500.3k $71.7m | Added +7.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 427.0k $61.2m | Added +84.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 392.3k $56.2m | Reduced -39.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 353.5k $50.7m | Added +70.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 350.9k $50.3m | Added +115.6k |
| Nuveen, LLC 0.01% of their portfolio | 334.2k $47.9m | Added +61.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 332.3k $47.6m | Added +51.9k |
| Stephens Investment Management Group LLC 0.50% of their portfolio | 322.4k $46.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 312.0k $45.8m | Added +261.1k |
| First Eagle Investment Management, LLC 0.04% of their portfolio | 310.6k $44.5m | Added +211.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 309.7k $44.4m | Reduced -65.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.05% of their portfolio | 303.0k $43.4m | Added +160.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.05% of their portfolio | 281.0k $40.3m | Added +20.8k |
| MORGAN STANLEY 0.00% of their portfolio | 279.5k $40.1m | Reduced -95.1k |
| EMERALD ADVISERS, LLC 0.88% of their portfolio | 261.2k $37.4m | New |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 257.8k $37.0m | Added +24.2k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 223.0k $32.0m | Added +6.3k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.28% of their portfolio | 213.9k $30.7m | Reduced -5.8k |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 192.2k $27.0m | Added +94.8k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 180.5k $25.9m | Reduced -282.2k |
| Boston Partners 0.02% of their portfolio | 173.9k $24.9m | Added +160.6k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 170.9k $24.5m | Added +47.6k |
| EMERALD MUTUAL FUND ADVISERS TRUST 0.85% of their portfolio | 169.0k $24.2m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.16% of their portfolio | 166.8k $23.9m | Added +23.6k |
| MetLife Investment Management, LLC 0.10% of their portfolio | 161.6k $23.2m | Added +143.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 152.7k $21.9m | Added +52.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 147.5k $21.1m | Reduced -250.2k |
| Penn Capital Management Company, LLC 1.34% of their portfolio | 146.7k $21.1m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 142.9k $20.5m | Reduced -7.5k |
| BRIGHTLINE CAPITAL MANAGEMENT, LLC 4.41% of their portfolio | 142.0k $20.4m | New |
| Thrivent Financial for Lutherans 0.03% of their portfolio | 129.6k $18.6m | Added +68.9k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 125.8k $18.0m | Added +12.9k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 121.0k $17.3m | Reduced -15.4k |
| ROYCE & ASSOCIATES LP 0.14% of their portfolio | 117.0k $16.8m | New |
| Granite Investment Partners, LLC 0.84% of their portfolio | 114.0k $16.3m | Added +90.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 112.9k $16.2m | Reduced -16.4k |
| UBS Group AG 0.00% of their portfolio | 111.6k $16.0m | Reduced -19.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 108.5k $15.6m | Reduced -38.7k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 107.2k $15.4m | Added +62.0k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 99.7k $14.3m | Reduced -5.4k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 92.2k $13.2m | Added +5.0k |
| Pier Capital, LLC 1.71% of their portfolio | 90.2k $12.9m | Added +22.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 87.2k $12.5m | Reduced -6.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 84.9k $12.2m | Added +69.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 84.1k $12.1m | Added +43.3k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 81.7k $11.7m | Added +44.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 81.1k $11.6m | Reduced -1.4k |
| Walleye Capital LLC 0.05% of their portfolio | 79.3k $11.4m | Added +74.9k |
| Ceredex Value Advisors LLC 0.27% of their portfolio | 66.2k $9.5m | Reduced -49.4k |
| Swiss National Bank 0.00% of their portfolio | 63.6k $9.1m | Added +1.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 62.0k $8.9m | Added +59.6k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 61.4k $8.8m | Reduced -64.2k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 59.6k $8.5m | Reduced -3.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 56.6k $8.1m | Added +8.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 56.4k $8.1m | Added +41.4k |
| California Public Employees Retirement System 0.00% of their portfolio | 55.5k $8.0m | Added +1.1k |
| Trexquant Investment LP 0.05% of their portfolio | 54.5k $7.8m | New |
| Advisors Asset Management, Inc. 0.11% of their portfolio | 51.4k $7.4m | Added +4.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 50.4k $7.2m | New |
| CASTLEARK MANAGEMENT LLC 0.19% of their portfolio | 48.5k $7.0m | New |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.03% of their portfolio | 48.5k $6.9m | Added +35.8k |
| Phocas Financial Corp. 0.95% of their portfolio | 47.6k $6.8m | Added +8.7k |
| D.A. DAVIDSON & CO. 0.04% of their portfolio | 47.0k $6.7m | Reduced -100 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 44.6k $6.4m | Added +1.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.3k $6.2m | Added +7.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 42.3k $4.2m | Added +8.0k |
| Blue Zone Wealth Advisors, LLC 1.04% of their portfolio | 41.6k $6.0m | Added +1.3k |
| Jupiter Topco LLC 0.00% of their portfolio | 41.1k $5.9m | First filing |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 39.5k $5.7m | Reduced -76.4k |
| Soviero Asset Management, LP 2.64% of their portfolio | 38.0k $5.4m | New |
| Seven Six Capital Management, LLC 4.84% of their portfolio | 37.0k $5.3m | Added +4.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.8k $5.3m | Added +122 |
| XTX Topco Ltd 0.07% of their portfolio | 35.2k $5.0m | Added +11.6k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.9k $5.0m | Added +5.5k |
| Moody Aldrich Partners LLC 0.80% of their portfolio | 31.0k $4.4m | New |
| Quadrature Capital Ltd 0.04% of their portfolio | 31.0k $4.4m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 30.7k $4.4m | Added +1.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 30.0k $4.3m | Added +9.0k |
| Jain Global LLC 0.05% of their portfolio | 28.8k $4.1m | Added +22.2k |
| Legal & General Group Plc 0.00% of their portfolio | 28.5k $4.1m | Reduced -1.8k |
| PALISADE CAPITAL MANAGEMENT, LP 0.18% of their portfolio | 28.2k $4.0m | New |
| WHITTIER TRUST CO 0.04% of their portfolio | 27.9k $3.8m | Added +26.1k |
| Invesco Ltd. 0.00% of their portfolio | 27.4k $3.9m | Reduced -2.0m |
| READYSTATE ASSET MANAGEMENT LP 0.16% of their portfolio | 27.3k $3.9m | Reduced -15.8k |