United Rentals
URI
1,589 hedge funds and large institutions have $64.4B invested in United Rentals in 2026 Q2 according to their latest regulatory filings, with 246 funds opening new positions, 558 increasing their positions, 543 reducing their positions, and 102 closing their positions.
141% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 102
90% more funds holding in top 10
Funds holding in top 10: 21 → 40 (+19)
54% more capital invested
Capital invested by funds: $41.8B → $64.4B (+$22.7B)
9% more funds holding
Funds holding: 1,462 → 1,589 (+127)
3% more repeat investments, than reductions
Existing positions increased: 558 | Existing positions reduced: 543
2% more call options, than puts
Call options by funds: $1.1B | Put options by funds: $1.08B
0.24% more ownership
Funds ownership: 91.23% → 91.47% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$193M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$139M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$136M |
| 4 |
Holocene Advisors
New York
|
+$123M |
| 5 |
Jane Street
New York
|
+$116M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$764M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$528M |
| 3 |
Morgan Stanley
New York
|
-$239M |
| 4 |
JP Morgan Chase
New York
|
-$148M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$126M |
URI Hedge Fund Activity: Q2 2026 in Review
1,589 of the 8,323 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q2 2026, worth a combined $64.4B — up 54% from $41.8B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new URI positions and 102 closed out — a net gain of 144 holders — while 558 added to existing stakes and 543 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $193M. The largest seller was Capital Research Global Investors, cutting an estimated $764M.
- 1,589 institutional investors held United Rentals (URI) as of Q2 2026, up from 1,462 in Q1 2026.
- Funds reported $64.4B of United Rentals stock for Q2 2026, up 54% quarter-over-quarter.
- 246 funds opened new United Rentals positions in Q2 2026 and 102 closed out, a net change of +144 holders.
- The largest United Rentals buyer in Q2 2026 was VOYA Investment Management, an estimated $193M added.
- The largest United Rentals seller in Q2 2026 was Capital Research Global Investors, an estimated $764M sold.
Based on aggregated 13F filings for Q2 2026.