United Rentals
1,462 hedge funds and large institutions have $41.8B invested in United Rentals in 2026 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 551 increasing their positions, 536 reducing their positions, and 172 closing their positions.
1.31% more ownership
Funds ownership: 89.92% → 91.23% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 551 | Existing positions reduced: 536
6% less call options, than puts
Call options by funds: $714M | Put options by funds: $757M
5% less funds holding
Funds holding: 1,535 → 1,462 (-73)
10% less capital invested
Capital invested by funds: $46.3B → $41.8B (-$4.55B)
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: 125 | Existing positions closed: 172
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 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$286M |
| 4 |
Holocene Advisors
New York
|
-$253M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$221M |
URI Hedge Fund Activity: Q1 2026 in Review
1,462 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in United Rentals (URI) for Q1 2026, worth a combined $41.8B — down 9.8% from $46.3B a quarter earlier.
Sellers outnumbered buyers: 172 funds closed out of URI and 125 opened new positions — a net loss of 47 holders — while 536 trimmed existing stakes and 551 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.53B. The largest seller was Capital World Investors, cutting an estimated $426M.
- 1,462 institutional investors held United Rentals (URI) as of Q1 2026, down from 1,535 in Q4 2025.
- Funds reported $41.8B of United Rentals stock for Q1 2026, down 9.8% quarter-over-quarter.
- 125 funds opened new United Rentals positions in Q1 2026 and 172 closed out, a net change of -47 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.