McGrath RentCorp
MGRC
259 hedge funds and large institutions have $2.44B invested in McGrath RentCorp in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 90 increasing their positions, 94 reducing their positions, and 39 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more capital invested
Capital invested by funds: $2.31B → $2.44B (+$128M)
0.4% more ownership
Funds ownership: 89.61% → 90.01% (+0.4%)
4% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 94
5% less funds holding
Funds holding: 272 → 259 (-13)
21% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$24.4M |
| 2 |
PIM
Paradice Investment Management
Denver,
Colorado
|
+$17.6M |
| 3 |
Two Sigma Investments
New York
|
+$8.06M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$7.05M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$5.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$16M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$10M |
| 3 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$9.16M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.98M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$6.69M |
MGRC Hedge Fund Activity: Q1 2026 in Review
259 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in McGrath RentCorp (MGRC) for Q1 2026, worth a combined $2.44B — up 5.5% from $2.31B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MGRC and 31 opened new positions — a net loss of 8 holders — while 94 trimmed existing stakes and 90 added.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $24.4M. The largest seller was Eminence Capital, cutting an estimated $16M.
- 259 institutional investors held McGrath RentCorp (MGRC) as of Q1 2026, down from 272 in Q4 2025.
- Funds reported $2.44B of McGrath RentCorp stock for Q1 2026, up 5.5% quarter-over-quarter.
- 31 funds opened new McGrath RentCorp positions in Q1 2026 and 39 closed out, a net change of -8 holders.
- The largest McGrath RentCorp buyer in Q1 2026 was William Blair Investment Management, an estimated $24.4M added.
- The largest McGrath RentCorp seller in Q1 2026 was Eminence Capital, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2026.