UNITED RENTALS INC URI
COM · Common Stock · CUSIP 911363109 · ISIN US9113631090
American equipment rental company
- SectorIndustrials
- IndustryServices-Equipment Rental & Leasing, NEC
- HeadquartersStamford, CT
- Founded1997
- Websiteunitedrentals.com
- 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 ($108.9m this quarter). Holder counts are more reliable. Shares outstanding: 64.3m as of 2025-07-21, 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 ≈ $753.53. Options: 39 managers hold calls ($727.5m notional), 37 hold puts ($684.1m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 854 |
| Q4 2022 | 943 |
| Q1 2023 | 986 |
| Q2 2023 | 992 |
| Q3 2023 | 992 |
| Q4 2023 | 1,083 |
| Q1 2024 | 1,182 |
| Q2 2024 | 1,180 |
| Q3 2024 | 1,243 |
| Q4 2024 | 1,334 |
| Q1 2025 | 1,301 |
| Q2 2025 | 1,349 |
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 2023 | 382 | 477 |
| Q4 2023 | 437 | 501 |
| Q1 2024 | 518 | 553 |
| Q2 2024 | 542 | 524 |
| Q3 2024 | 614 | 498 |
| Q4 2024 | 583 | 551 |
| Q1 2025 | 615 | 612 |
| Q2 2025 | 666 | 521 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $955.0m | $975.1m | 1.02 |
| Q4 2024 | $862.5m | $881.1m | 1.02 |
| Q1 2025 | $730.6m | $663.5m | 0.91 |
| Q2 2025 | $727.5m | $684.1m | 0.94 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +780.3k |
| Boston Partners | Added | +305.4k |
| Capital International Investors | Added | +278.6k |
| ROYAL BANK OF CANADA | Added | +262.0k |
| Capital Research Global Investors | Added | +213.3k |
| Capital World Investors | Added | +210.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | New | +201.8k |
| LAZARD ASSET MANAGEMENT LLC | Added | +188.5k |
| BESSEMER GROUP INC | Added | +159.9k |
| NORGES BANK | Added | +121.7k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -930.2k |
| FMR LLC | Reduced | -221.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -199.1k |
| CITADEL ADVISORS LLC | Reduced | -193.8k |
| MORGAN STANLEY | Reduced | -191.4k |
| T. Rowe Price Investment Management, Inc. | Sold out | -161.8k |
| Nuveen, LLC | Reduced | -132.8k |
| BlackRock, Inc. | Reduced | -124.0k |
| National Pension Service | Reduced | -93.6k |
| CITIGROUP INC | Reduced | -87.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $185.6m246.4k shares |
| IMC-Chicago, LLC | Added | $86.6m115.0k shares |
| CITADEL ADVISORS LLC | Reduced | $83.9m111.4k shares |
| WOLVERINE TRADING, LLC | Added | $39.2m52.1k shares |
| SCOPUS ASSET MANAGEMENT, L.P. | Reduced | $37.1m49.2k shares |
| D. E. Shaw & Co., Inc. | Reduced | $32.2m42.7k shares |
| UBS Group AG | Reduced | $28.6m37.9k shares |
| Twin Tree Management, LP | Reduced | $26.4m35.0k shares |
| PEAK6 LLC | Added | $25.6m34.0k shares |
| BARCLAYS PLC | New | $24.9m33.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $202.7m269.0k shares |
| IMC-Chicago, LLC | Reduced | $63.1m83.7k shares |
| BARCLAYS PLC | New | $51.6m68.5k shares |
| CITADEL ADVISORS LLC | Reduced | $49.4m65.6k shares |
| WOLVERINE TRADING, LLC | Added | $41.5m55.1k shares |
| UBS Group AG | Added | $39.0m51.7k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $35.0m46.5k shares |
| HSBC HOLDINGS PLC | Added | $24.1m31.9k shares |
| BANK OF AMERICA CORP /DE/ | Added | $19.4m25.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $18.2m24.1k 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 |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), Capital International Investors (1.1%, 2026-02-13)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 1 | $6.7m | — |
| Q4 2023 | 0 | — | 1 | $302.4k | — |
| Q1 2024 | 0 | — | 4 | $2.9m | — |
| Q2 2024 | 0 | — | 3 | $7.6m | — |
| Q3 2024 | 0 | — | 1 | $248.4k | — |
| Q4 2024 | 0 | — | 1 | $740.9k | — |
| Q1 2025 | 0 | — | 1 | $701.9k | — |
| Q2 2025 | 0 | — | 4 | $4.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-13 | Gross Joli L. SVP, Chief LGL & Sustain. Off. | Sold | $250.1k345 shares |
| 2025-05-12 | Limoges Andrew B. VP, Controller | Sold | $499.7k708 shares |
| 2025-04-29 | Durand Michael D EVP, Chief Operating Officer | Sold | $688.9k1.1k shares |
| 2025-04-28 | PINTOFF CRAIG ADAM EVP, Chief Admin. Officer | Sold | $2.8m4.4k 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 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.09% of their portfolio | 7.5m $5.6bn | Added +72.3k |
| BlackRock, Inc. 0.07% of their portfolio | 5.0m $3.8bn | Reduced -124.0k |
| Capital Research Global Investors 0.51% of their portfolio | 3.4m $2.6bn | Added +213.3k |
| STATE STREET CORP 0.09% of their portfolio | 3.1m $2.3bn | Reduced -26.1k |
| Capital International Investors 0.36% of their portfolio | 2.8m $2.1bn | Added +278.6k |
| Capital World Investors 0.27% of their portfolio | 2.5m $1.9bn | Added +210.1k |
| JPMORGAN CHASE & CO 0.10% of their portfolio | 1.9m $1.4bn | Added +780.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.09% of their portfolio | 1.6m $1.2bn | Added +2.0k |
| MORGAN STANLEY 0.07% of their portfolio | 1.5m $1.1bn | Reduced -191.4k |
| FRANKLIN RESOURCES INC 0.25% of their portfolio | 1.2m $927.5m | Added +70.9k |
| ALLIANCEBERNSTEIN L.P. 0.25% of their portfolio | 1.0m $776.2m | Added +37.0k |
| NORGES BANK 0.10% of their portfolio | 1.0m $776.1m | Added +121.7k |
| DIMENSIONAL FUND ADVISORS LP 0.16% of their portfolio | 921.5k $694.3m | Added +15.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.54% of their portfolio | 804.8k $606.3m | Reduced -45.0k |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 753.5k $567.7m | Reduced -930.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.52% of their portfolio | 749.3k $565.4m | Added +44.9k |
| Boston Partners 0.60% of their portfolio | 715.2k $542.5m | Added +305.4k |
| NORTHERN TRUST CORP 0.07% of their portfolio | 659.3k $496.7m | Reduced -1.9k |
| Invesco Ltd. 0.08% of their portfolio | 644.1k $485.3m | Added +55.1k |
| GOLDMAN SACHS GROUP INC 0.08% of their portfolio | 639.9k $482.1m | Reduced -383 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 601.1k $452.9m | Added +81.5k |
| UBS Group AG 0.09% of their portfolio | 578.9k $436.1m | Reduced -39.6k |
| FMR LLC 0.02% of their portfolio | 551.0k $415.1m | Reduced -221.4k |
| Holocene Advisors, LP 1.01% of their portfolio | 542.0k $408.4m | Reduced -44.3k |
| LYRICAL ASSET MANAGEMENT LP 5.66% of their portfolio | 521.2k $392.7m | Reduced -49.1k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 510.2k $384.4m | Added +262.0k |
| Nuveen, LLC 0.11% of their portfolio | 509.1k $383.5m | Reduced -132.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 470.5k $354.5m | Added +9.6k |
| Legal & General Group Plc 0.08% of their portfolio | 403.0k $303.6m | Reduced -3.4k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 373.9k $281.7m | Reduced -18.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.53% of their portfolio | 362.7k $273.3m | Reduced -4.6k |
| TD Asset Management Inc 0.19% of their portfolio | 291.0k $219.3m | Added +11.5k |
| BROWN ADVISORY INC 0.28% of their portfolio | 280.0k $211.0m | Reduced -16.6k |
| Amundi 0.08% of their portfolio | 277.6k $218.7m | Added +11.9k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 268.6k $202.3m | Added +10.6k |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 261.7k $197.2m | Added +5.4k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 245.9k $185.2m | Added +1.7k |
| W1M Investment Management Ltd 2.41% of their portfolio | 232.5k $175.2m | Added +6.8k |
| Findlay Park Partners LLP 1.77% of their portfolio | 227.4k $171.4m | Reduced -8.1k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.42% of their portfolio | 201.8k $152.1m | New |
| DEUTSCHE BANK AG\ 0.06% of their portfolio | 200.2k $150.9m | Reduced -22.8k |
| HSBC HOLDINGS PLC 0.10% of their portfolio | 198.7k $149.7m | Reduced -44.7k |
| Swiss National Bank 0.09% of their portfolio | 197.8k $149.0m | Added +12.7k |
| LAZARD ASSET MANAGEMENT LLC 0.20% of their portfolio | 189.0k $142.4m | Added +188.5k |
| BARCLAYS PLC 0.05% of their portfolio | 181.4k $136.7m | Reduced -980 |
| Thrivent Financial for Lutherans 0.29% of their portfolio | 174.8k $131.7m | Reduced -14.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.08% of their portfolio | 173.7k $130.9m | Added +4.4k |
| BESSEMER GROUP INC 0.20% of their portfolio | 163.6k $123.2m | Added +159.9k |
| Rockefeller Capital Management L.P. 0.15% of their portfolio | 161.9k $124.5m | Added +93.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio | 158.1k $119.1m | Added +12.9k |
| NATIXIS ADVISORS, LLC 0.19% of their portfolio | 155.0k $116.8m | Added +105.5k |
| MARSHALL WACE, LLP 0.13% of their portfolio | 150.3k $113.2m | Reduced -9.7k |
| LPL Financial LLC 0.04% of their portfolio | 147.6k $111.2m | Added +4.3k |
| RHUMBLINE ADVISERS 0.09% of their portfolio | 134.4k $101.2m | Reduced -5.7k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.22% of their portfolio | 129.8k $97.8m | Added +32.3k |
| Cerity Partners LLC 0.17% of their portfolio | 126.6k $95.4m | Added +6.9k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.55% of their portfolio | 125.9k $94.9m | Reduced -2.9k |
| Epoch Investment Partners, Inc. 0.49% of their portfolio | 124.9k $94.1m | Added +683 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.07% of their portfolio | 123.8k $93.3m | Added +8.0k |
| ARGENT CAPITAL MANAGEMENT LLC 2.59% of their portfolio | 120.1k $90.5m | Added +2.3k |
| Cartenna Capital, LP 5.43% of their portfolio | 117.5k $88.5m | Added +27.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 116.3k $87.6m | Reduced -1.1k |
| Clearbridge Investments, LLC 0.07% of their portfolio | 114.2k $86.0m | Reduced -9.0k |
| Quilter Plc 1.56% of their portfolio | 113.5k $85.5m | Reduced -12.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.07% of their portfolio | 112.8k $85.0m | Reduced -3.9k |
| California Public Employees Retirement System 0.05% of their portfolio | 110.7k $83.4m | Added +4.9k |
| NZS Capital, LLC 2.83% of their portfolio | 110.6k $83.3m | Added +10.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.09% of their portfolio | 109.0k $82.1m | Added +3.1k |
| MILLENNIUM MANAGEMENT LLC 0.07% of their portfolio | 108.3k $81.6m | Added +80.3k |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 107.2k $80.8m | Reduced -12.6k |
| AVIVA PLC 0.16% of their portfolio | 104.2k $78.5m | Reduced -22.6k |
| STIFEL FINANCIAL CORP 0.08% of their portfolio | 104.0k $78.4m | Added +8.6k |
| National Pension Service 0.06% of their portfolio | 98.7k $74.4m | Reduced -93.6k |
| Ceredex Value Advisors LLC 1.59% of their portfolio | 98.6k $74.3m | Reduced -6.1k |
| Mariner, LLC 0.10% of their portfolio | 94.0k $70.9m | Added +610 |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 84.3k $63.5m | Added +14.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.04% of their portfolio | 82.3k $63.7m | Added +56.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 81.4k $61.3m | Added +725 |
| PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio | 80.1k $60.4m | Added +5.6k |
| EVENTIDE ASSET MANAGEMENT, LLC 1.05% of their portfolio | 79.9k $60.2m | Added +18.1k |
| Cornerstone Investment Partners, LLC 2.65% of their portfolio | 79.6k $60.0m | Added +1.4k |
| CITIGROUP INC 0.04% of their portfolio | 79.3k $59.7m | Reduced -87.2k |
| GROUPAMA ASSET MANAGMENT 0.99% of their portfolio | 79.3k $59.7m | Added +10.3k |
| LORD, ABBETT & CO. LLC 0.18% of their portfolio | 75.7k $57.0m | Unchanged |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio | 74.5k $56.1m | Added +4.9k |
| Man Group plc 0.12% of their portfolio | 74.4k $56.1m | Added +33.8k |
| CANADA LIFE ASSURANCE Co 0.09% of their portfolio | 74.3k $56.0m | Reduced -9.5k |
| Freestone Grove Partners LP 0.42% of their portfolio | 74.2k $55.9m | New |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 73.5k $55.4m | Added +7.0k |
| Edgemoor Investment Advisors, Inc. 4.66% of their portfolio | 71.6k $54.0m | Reduced -2.0k |
| BRIDGES INVESTMENT MANAGEMENT INC 0.69% of their portfolio | 67.7k $51.0m | Added +8.5k |
| Retirement Systems of Alabama 0.18% of their portfolio | 66.9k $50.4m | Reduced -1.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 66.0k $49.7m | Added +654 |
| TODD ASSET MANAGEMENT LLC 1.07% of their portfolio | 65.8k $49.6m | Reduced -680 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.39% of their portfolio | 64.7k $48.8m | Reduced -1.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.08% of their portfolio | 63.6k $47.9m | Added +22.8k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 63.5k $47.9m | Reduced -4.5k |
| AEGON ASSET MANAGEMENT UK Plc 0.61% of their portfolio | 63.0k $47.5m | Reduced -7.5k |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 60.9k $45.9m | Added +782 |
| HighTower Advisors, LLC 0.06% of their portfolio | 60.5k $45.5m | Added +173 |