United Rentals
1,454 hedge funds and large institutions have $41.7B invested in United Rentals in 2026 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 550 increasing their positions, 533 reducing their positions, and 169 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 533
0.7% more ownership
Funds ownership: 90.44% → 91.15% (+0.7%)
6% less call options, than puts
Call options by funds: $714M | Put options by funds: $757M
5% less funds holding
Funds holding: 1,530 → 1,454 (-76)
10% less capital invested
Capital invested by funds: $46.3B → $41.7B (-$4.6B)
22% less funds holding in top 10
Funds holding in top 10: 27 → 21 (-6)
27% less first-time investments, than exits
New positions opened: 124 | Existing positions closed: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.53B |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$661M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$494M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$264M |
| 5 |
Goldman Sachs
New York
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$426M |
| 2 |
Millennium Management
New York
|
-$304M |
| 3 |
Corient Private Wealth
Miami,
Florida
|
-$294M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$286M |
| 5 |
Holocene Advisors
New York
|
-$253M |
URI Hedge Fund Activity: Q1 2026 in Review
1,454 of the 8,131 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2026, worth a combined $41.7B — down 9.9% from $46.3B a quarter earlier.
Sellers outnumbered buyers: 169 funds closed out of URI and 124 opened new positions — a net loss of 45 holders — while 533 trimmed existing stakes and 550 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.53B. The largest seller was Capital World Investors, cutting an estimated $426M.
- 1,454 institutional investors held United Rentals (URI) as of Q1 2026, down from 1,530 in Q4 2025.
- Funds reported $41.7B of United Rentals stock for Q1 2026, down 9.9% quarter-over-quarter.
- 124 funds opened new United Rentals positions in Q1 2026 and 169 closed out, a net change of -45 holders.
- The largest United Rentals buyer in Q1 2026 was JP Morgan Chase, an estimated $1.53B added.
- The largest United Rentals seller in Q1 2026 was Capital World Investors, an estimated $426M sold.
Based on aggregated 13F filings for Q1 2026.