undamentalytics Newsletter

Mcgrath Rentcorp: which funds bought and sold

Institutions that bought and sold Mcgrath Rentcorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 162 institutions that filed 13F reports for both quarters added to or opened positions in Mcgrath Rentcorp, and 90 cut or closed them. Together they added a net 419K shares, +1.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 916K shares (−10.3%); index fund managers were net buyers of 265K shares (+4.1%). 35 opened a new position and 22 sold out entirely.

Bought, Q2 2026 162 institutions, 35 of them new holders Sold, Q2 2026 90 institutions, 22 of them sold out
Net change, all compared +419K shares (+1.9%)
Net change, active managers −916K shares (−10.3%), 35 bought, 24 sold

Buyers versus sellers

institutions compared, 292
Active managers and hedge funds 35 bought · 24 sold · −916K
Index fund managers 9 bought · 2 sold · +265K
Other institutions 118 bought · 64 sold · +1.1M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +299K +90.0% 632K $76.5M
Price T Rowe Associates Inc Active manager +252K +160.0% 410K $49.6M
Sunriver Management LLC +199K New position 199K $24M
Brown Advisory Inc Active manager +186K New position 186K $22.6M
Medina Value Partners, LLC +183K +661.1% 210K $25.5M
London Co Of Virginia Active manager +163K New position 163K $19.7M
Blackrock, Inc. Index funds +149K +7.7% 2.1M $253M
Ktf Investments, LLC +124K +706.6% 141K $17.1M
Millennium Management LLC Hedge fund +116K +535.8% 138K $16.7M
Alyeska Investment Group, L.P. Hedge fund +93K +39.2% 331K $40M
SG Capital Management LLC +77K New position 77K $9.3M
Dimensional Fund Advisors LP +68K +7.5% 975K $118M
Paradice Investment Management LLC +66K +41.6% 225K $27.2M
Susquehanna International Group, LLP +64K +73.0% 151K $18.2M
Russell Investments Group, Ltd. +49K +261.4% 68K $8.3M
Geode Capital Management, LLC Index funds +46K +7.3% 676K $81.8M
State Street Corp Index funds +46K +7.8% 630K $76.2M
Nuveen, LLC +43K +31.9% 179K $21.6M
Lighthouse Investment Partners, LLC Hedge fund +43K New position 43K $5.2M
Osborne Partners Capital Management, LLC +36K New position 36K $4.4M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Eminence Capital, LP Hedge fund −806K Sold out 0 —
Hawk Ridge Capital Management LP Hedge fund −487K Sold out 0 —
Wellington Management Group LLP Active manager −319K Sold out 0 —
Two Sigma Investments, LP Hedge fund −125K −88.2% 17K $2M
River Road Asset Management, LLC Active manager −114K −5.3% 2.0M $248M
Victory Capital Management Inc Active manager −105K −12.9% 705K $85.4M
Segall Bryant & Hamill, LLC Active manager −73K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −51K −32.7% 105K $12.7M
Citadel Advisors LLC Hedge fund −43K −76.4% 13K $1.6M
Public Employees Retirement System Of Ohio −43K −99.1% 371 $44,902
SG Americas Securities, LLC −41K Sold out 0 —
Morgan Stanley −40K −8.0% 454K $54.9M
Raymond James Financial Inc −37K −12.2% 268K $32.5M
Lazard Asset Management LLC Active manager −35K Sold out 0 —
Tredje Ap-Fonden −34K Sold out 0 —
William Blair Investment Management, LLC Active manager −31K −14.2% 189K $22.8M
Arrowstreet Capital, Limited Partnership Hedge fund −21K Sold out 0 —
Loomis Sayles & Co L P Active manager −19K −4.9% 377K $45.7M
Ashton Thomas Private Wealth, LLC −18K −31.0% 40K $4.9M
Fiera Capital Corp −17K −41.0% 24K $2.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Sunriver Management LLC 199K $24M
Brown Advisory IncActive manager 186K $22.6M
London Co Of VirginiaActive manager 163K $19.7M
SG Capital Management LLC 77K $9.3M
Lighthouse Investment Partners, LLCHedge fund 43K $5.2M
Osborne Partners Capital Management, LLC 36K $4.4M
Atom Investors LP 32K $3.9M
Numerai Gp LLC 22K $2.6M
Exoduspoint Capital Management, LPHedge fund 16K $1.9M
Boston PartnersActive manager 12K $1.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Eminence Capital, LPHedge fund 806K $88.9M
Hawk Ridge Capital Management LPHedge fund 487K $53.7M
Wellington Management Group LLPActive manager 319K $35.2M
Segall Bryant & Hamill, LLCActive manager 73K $8.1M
SG Americas Securities, LLC 41K $4.5M
Lazard Asset Management LLCActive manager 35K $3.9M
Tredje Ap-Fonden 34K $3.8M
Arrowstreet Capital, Limited PartnershipHedge fund 21K $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 6,767 $735,872
Healthcare Of Ontario Pension Plan Trust Fund 4,982 $549,415

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
274
Ten largest holders
49.2%
of 13F-reported shares
Index fund managers
30.0%
of 13F-reported shares
Active managers and hedge funds
35.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 35 24 9 8 −916K −10.3%
Index fund managers 9 2 0 0 +265K +4.1%
Other institutions 118 64 26 14 +1.1M +15.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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