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 ($3.4m this quarter). Holder counts are more reliable. Shares outstanding: 33.4m as of 2026-04-24, 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 ≈ $99.58. Options: 8 managers hold calls ($9.3m notional), 7 hold puts ($8.7m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 152 | 134 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $14.0m | $49.9m | 3.55 |
| Q3 2025 | $49.6m | $36.9m | 0.74 |
| Q4 2025 | $19.7m | $8.7m | 0.44 |
| Q1 2026 | $9.3m | $8.7m | 0.94 |
Biggest buyers
| FMR LLC | Added | +1.3m |
| MARSHALL WACE, LLP | Added | +370.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +219.6k |
| Nuveen, LLC | Added | +175.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +170.2k |
| MOORE CAPITAL MANAGEMENT, LP | New | +156.2k |
| Engineers Gate Manager LP | New | +143.3k |
| BANK OF AMERICA CORP /DE/ | Added | +140.4k |
| Point72 Asset Management, L.P. | New | +123.3k |
| TUDOR INVESTMENT CORP ET AL | New | +115.9k |
Biggest sellers
| Invesco Ltd. | Reduced | -1.9m |
| Capital World Investors | Reduced | -926.4k |
| Freestone Grove Partners LP | Reduced | -470.3k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | Reduced | -432.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -362.8k |
| CITADEL ADVISORS LLC | Reduced | -281.4k |
| AMERIPRISE FINANCIAL INC | Reduced | -129.8k |
| Ceredex Value Advisors LLC | Reduced | -102.5k |
| Channing Capital Management, LLC | Reduced | -95.3k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -93.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.4m44.1k shares |
| CITADEL ADVISORS LLC | Added | $1.6m16.5k shares |
| D. E. Shaw & Co., Inc. | New | $995.5k10.0k shares |
| IMC-Chicago, LLC | New | $935.8k9.4k shares |
| JANE STREET GROUP, LLC | Reduced | $846.2k8.5k shares |
| Walleye Trading LLC | Reduced | $219.0k2.2k shares |
| Walleye Capital LLC | Added | $199.1k2.0k shares |
| SIMPLEX TRADING, LLC | Unchanged | $29.9k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.0m40.0k shares |
| CITADEL ADVISORS LLC | Added | $2.4m23.8k shares |
| IMC-Chicago, LLC | New | $1.2m12.4k shares |
| SIMPLEX TRADING, LLC | New | $597.3k6.0k shares |
| Walleye Capital LLC | Reduced | $298.6k3.0k shares |
| Twin Tree Management, LP | New | $199.1k2.0k shares |
| Walleye Trading LLC | Reduced | $19.9k200 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 3 | $5.1m | — |
| Q3 2024 | 0 | — | 2 | $2.4m | — |
| 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 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Olin John A Director | Bought | $427.4k3.0k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.03% of their portfolio | 5.0m $498.3m | Added +1.3m |
| BlackRock, Inc. 0.00% of their portfolio | 2.5m $252.2m | Reduced -13.6k |
| Invesco Ltd. 0.02% of their portfolio | 2.1m $205.7m | Reduced -1.9m |
| Coliseum Capital Management, LLC 13.56% of their portfolio | 1.7m $165.5m | Added +73.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.6m $156.1m | First filing |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.5m $145.4m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.2m $115.9m | Added +170.2k |
| GAMCO INVESTORS, INC. ET AL 0.95% of their portfolio | 973.1k $96.9m | Reduced -93.6k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 873.3k $86.9m | Added +103.0k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 818.0k $81.4m | Reduced -362.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 757.5k $75.4m | Added +22.3k |
| STATE STREET CORP 0.00% of their portfolio | 747.2k $74.4m | Added +5.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.11% of their portfolio | 659.9k $65.7m | Reduced -6.2k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 570.6k $56.8m | Reduced -16.3k |
| Channing Capital Management, LLC 1.32% of their portfolio | 518.3k $51.6m | Reduced -95.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 514.5k $51.2m | Added +105.1k |
| GABELLI FUNDS LLC 0.33% of their portfolio | 492.6k $49.0m | Reduced -2.7k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 462.6k $46.1m | Added +370.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 432.0k $43.0m | Reduced -24.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 397.7k $39.6m | Reduced -129.8k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 374.8k $37.3m | Added +36.9k |
| MORGAN STANLEY 0.00% of their portfolio | 374.5k $37.3m | Reduced -35.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 342.4k $34.1m | Reduced -83.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 283.6k $28.2m | Reduced -21.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 280.5k $27.9m | Added +6.2k |
| Nuveen, LLC 0.01% of their portfolio | 272.5k $27.1m | Added +175.4k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.04% of their portfolio | 260.2k $25.9m | Added +9.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 235.3k $23.4m | Added +140.4k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 233.6k $23.3m | Added +21.5k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.05% of their portfolio | 219.6k $21.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 216.7k $21.6m | First filing |
| Capital World Investors 0.00% of their portfolio | 174.5k $17.4m | Reduced -926.4k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.16% of their portfolio | 162.8k $16.2m | Reduced -432.3k |
| MOORE CAPITAL MANAGEMENT, LP 0.57% of their portfolio | 156.2k $15.5m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 150.4k $15.0m | Reduced -24.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 147.2k $14.7m | Added +97.7k |
| Engineers Gate Manager LP 0.18% of their portfolio | 143.3k $14.3m | New |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.10% of their portfolio | 143.3k $14.3m | Added +18.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 142.9k $14.2m | Reduced -19.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 136.4k $13.6m | Reduced -22.1k |
| UBS Group AG 0.00% of their portfolio | 130.8k $13.0m | Reduced -59.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 129.4k $12.9m | Added +88.2k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 125.6k $12.5m | Added +57.9k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 123.3k $12.3m | New |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 115.9k $11.5m | New |
| Ceredex Value Advisors LLC 0.36% of their portfolio | 115.7k $11.5m | Reduced -102.5k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 112.9k $11.2m | Reduced -4.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 110.8k $11.0m | Added +98.6k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 105.1k $10.5m | Added +49.2k |
| Freestone Grove Partners LP 0.07% of their portfolio | 102.8k $10.2m | Reduced -470.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 100.6k $10.0m | Added +1.4k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 99.0k $9.9m | New |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 97.4k $9.2m | Reduced -5.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 94.1k $9.4m | Reduced -281.4k |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 87.1k $8.7m | Added +82.5k |
| Capital International Investors 0.00% of their portfolio | 85.7k $8.5m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 82.5k $8.2m | Reduced -78 |
| Pier Capital, LLC 1.11% of their portfolio | 67.9k $6.8m | Reduced -1.3k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 62.6k $6.2m | New |
| Swiss National Bank 0.00% of their portfolio | 62.6k $6.2m | Added +200 |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 60.6k $6.0m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 54.4k $5.4m | Reduced -4.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 50.9k $4.9m | Reduced -1.9k |
| Motley Fool Wealth Management, LLC 0.55% of their portfolio | 49.2k $4.9m | Reduced -16.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 47.7k $4.7m | Reduced -2.0k |
| D.A. DAVIDSON & CO. 0.03% of their portfolio | 47.1k $4.7m | Added +4.7k |
| Advisors Asset Management, Inc. 0.08% of their portfolio | 47.0k $4.7m | Added +3.4k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 45.1k $4.5m | Reduced -6.4k |
| Squarepoint Ops LLC 0.01% of their portfolio | 43.8k $4.4m | New |
| Bridgewater Associates, LP 0.02% of their portfolio | 43.6k $4.3m | New |
| READYSTATE ASSET MANAGEMENT LP 0.25% of their portfolio | 43.1k $4.3m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.8k $4.3m | Reduced -553 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 40.8k $4.1m | Reduced -6.4k |
| Blue Zone Wealth Advisors, LLC 0.82% of their portfolio | 40.3k $4.0m | Added +34.1k |
| Phocas Financial Corp. 0.61% of their portfolio | 38.9k $3.9m | Reduced -11.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.8k $3.7m | Added +16.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 36.6k $3.6m | Added +6.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 35.9k $3.6m | Added +6.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.3k $5.1m | Added +2.3k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 33.6k $3.3m | New |
| Seven Six Capital Management, LLC 3.49% of their portfolio | 32.6k $3.2m | Added +9.8k |
| Campbell & CO Investment Adviser LLC 0.17% of their portfolio | 30.4k $3.0m | New |
| Legal & General Group Plc 0.00% of their portfolio | 30.3k $3.0m | Reduced -6.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.4k $2.9m | Added +3.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 29.2k $2.9m | First filing |
| TWINBEECH CAPITAL LP 0.27% of their portfolio | 26.4k $2.6m | New |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 25.5k $2.5m | Reduced -1.3k |
| CITIGROUP INC 0.00% of their portfolio | 25.4k $2.5m | Added +24.4k |
| XTX Topco Ltd 0.04% of their portfolio | 23.6k $2.3m | New |
| Granite Investment Partners, LLC 0.14% of their portfolio | 23.4k $2.3m | New |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% of their portfolio | 22.9k $2.3m | Added +8.8k |
| SALEM INVESTMENT COUNSELORS INC 0.06% of their portfolio | 22.0k $2.2m | Reduced -140 |
| Dynamic Technology Lab Private Ltd 0.35% of their portfolio | 21.9k $2.2m | Added +19.7k |
| Covalis Capital LLP 0.13% of their portfolio | 21.8k $2.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.1k $2.1m | Added +3.8k |
| III Capital Management 0.82% of their portfolio | 20.4k $2.0m | New |
| Sterling Capital Management LLC 0.04% of their portfolio | 19.2k $1.9m | Reduced -3.5k |
| SUSQUEHANNA ADVISORS GROUP, INC. 0.09% of their portfolio | 19.0k $1.9m | New |
| Motley Fool Asset Management LLC 0.08% of their portfolio | 19.0k $1.9m | Reduced -1.3k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 18.1k $1.8m | Added +44 |