undamentalytics Newsletter

Sunbelt Rentals Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Sunbelt Rentals Holdings 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, 300 institutions that filed 13F reports for both quarters added to or opened positions in Sunbelt Rentals Holdings, and 190 cut or closed them. Together they added a net 17.7M shares, +5.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.5M shares (−2.2%); index fund managers were net buyers of 37.8M shares (+72.7%). 139 opened a new position and 53 sold out entirely.

Bought, Q2 2026 300 institutions, 139 of them new holders Sold, Q2 2026 190 institutions, 53 of them sold out
Net change, all compared +17.7M shares (+5.9%)
Net change, active managers −2.5M shares (−2.2%), 25 bought, 34 sold

Buyers versus sellers

institutions compared, 535
Active managers and hedge funds 25 bought · 34 sold · −2.5M
Index fund managers 10 bought · 0 sold · +37.8M
Other institutions 265 bought · 156 sold · −17.6M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +14.7M +3092.5% 15.2M $1.1B
Geode Capital Management, LLC Index funds +6.8M +1698.3% 7.2M $545M
State Street Corp Index funds +5.9M +159222.0% 5.9M $441M
Vanguard Capital Management LLC Index funds +4.6M +17.5% 30.7M $2.3B
Ako Capital LLP +2.9M +90.7% 6.1M $454M
Vanguard Fiduciary Trust Co Index funds +2.3M +56.6% 6.2M $459M
Jane Street Group, LLC +1.9M +1742.9% 2.0M $150M
Dodge & Cox Active manager +1.7M +3.1% 54.8M $4.1B
Northern Trust Corp Index funds +1.6M +1241.1% 1.7M $127M
Principal Financial Group Inc +1.3M +20.0% 7.9M $591M
Charles Schwab Investment Management Inc Index funds +1.3M +102.4% 2.5M $187M
59 North Capital Management, LP Hedge fund +1.2M New position 1.2M $90.7M
Caisse De Depot Et Placement Du Quebec +729K +118.4% 1.3M $100M
Bank Of New York Mellon Corp +685K +24.3% 3.5M $262M
Liontrust Investment Partners LLP Active manager +683K New position 683K $49.8M
Nuveen, LLC +573K +23.1% 3.1M $224M
Goldman Sachs Group Inc +513K +26.1% 2.5M $185M
Spinecap Sas +476K New position 476K $35.6M
Vanguard Portfolio Management LLC Index funds +460K +2.3% 20.2M $1.5B
Nomura Asset Management International Inc. +458K New position 458K $34.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Abrams Bison Investments, LLC −10.5M −83.6% 2.1M $154M
Rathbones Group PLC −2.3M −51.0% 2.2M $166M
Royal London Asset Management Ltd −2.3M −92.4% 193K $14.4M
Unisphere Establishment −2.3M Sold out 0 —
Morgan Stanley −1.5M −53.7% 1.3M $97.4M
Pinestone Asset Management Inc. −1.5M Sold out 0 —
Metropolis Capital Ltd −1.4M −27.9% 3.5M $222M
Ruane, Cunniff & Goldfarb L.P. Active manager −1.2M −22.4% 4.3M $319M
Harris Associates L P Active manager −1.2M −10.2% 10.5M $783M
Legal & General Group PLC −1.2M −40.4% 1.7M $124M
Canoe Financial LP −1.1M −98.5% 17K $1.3M
Dorsey Asset Management, LLC Active manager −1.1M −47.8% 1.2M $86.1M
UBS Group AG −891K −46.7% 1.0M $76.2M
Barclays PLC −866K −56.7% 663K $49.6M
Victory Capital Management Inc Active manager −799K Sold out 0 —
Susquehanna International Group, LLP −797K −96.0% 34K $2.5M
Turtle Creek Asset Management Inc. −652K −29.6% 1.5M $116M
Fiera Capital Corp −636K −50.9% 613K $45.9M
Adage Capital Partners Gp, L.L.C. Hedge fund −565K Sold out 0 —
Omers Administration Corp −563K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
59 North Capital Management, LPHedge fund 1.2M $90.7M
Liontrust Investment Partners LLPActive manager 683K $49.8M
Spinecap Sas 476K $35.6M
Nomura Asset Management International Inc. 458K $34.3M
Point72 Asset Management, L.P.Hedge fund 432K $32.3M
State Board Of Administration Of Florida Retirement System 274K $20.5M
Strs Ohio 268K $19.6M
Ceredex Value Advisors LLC 261K $19.5M
New York State Common Retirement Fund 248K $18.5M
Loomis Sayles & Co L PActive manager 219K $16.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Unisphere Establishment 2.3M $152M
Pinestone Asset Management Inc. 1.5M $95.8M
Victory Capital Management IncActive manager 799K $38M
Adage Capital Partners Gp, L.L.C.Hedge fund 565K $36.8M
Omers Administration Corp 563K $35.3M
Massachusetts Financial Services CoActive manager 560K $31.7M
Marshall Wace, LLPHedge fund 442K $28.8M
Mirae Asset Global Investments Co., Ltd. 282K $18.4M
Millennium Management LLCHedge fund 98K $6.4M
Brevan Howard Capital Management LPHedge fund 94K $6.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
493
Ten largest holders
53.7%
of 13F-reported shares
Index fund managers
27.3%
of 13F-reported shares
Active managers and hedge funds
34.2%
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 25 34 15 11 −2.5M −2.2%
Index fund managers 10 0 0 0 +37.8M +72.7%
Other institutions 265 156 124 42 −17.6M −13.0%

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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