Rental & Leasing Services
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Rental & Leasing Services Stocks at a Glance
Rental and leasing companies rent cars, industrial equipment, tools, and other durable goods to businesses and consumers. Fleet utilization and used-equipment values drive returns, with customers' shift from owning to renting a structural tailwind across cycles.
There are 25 Rental & Leasing Services industry stocks tracked by Wall St. Rank, worth a combined $188B.
The largest by market cap are United Rentals (URI) at $67.3B, Sunbelt Rentals Holdings (SUNB) at $31.6B and AerCap (AER) at $22.7B.
Among institutional investors, United Rentals (URI) drew the most net new fund positions in Q2 2026: 246 funds opened new positions, taking total fund holders up 129 (8.8%) quarter-over-quarter.
- Combined market cap: $188B across 25 stocks.
- Largest constituent: United Rentals (URI), $67.3B market cap.
- Most net new fund positions in Q2 2026: United Rentals (URI), +129 holders.
Market caps and prices updated daily; fund activity based on aggregated SEC 13F filings for Q2 2026.