undamentalytics Newsletter

United Rentals: which funds bought and sold

Institutions that bought and sold United Rentals 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, 781 institutions that filed 13F reports for both quarters added to or opened positions in United Rentals, and 646 cut or closed them. Together they sold a net 1.3M shares, −2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−8.2%); index fund managers were net buyers of 124K shares (+0.7%). 226 opened a new position and 102 sold out entirely.

Bought, Q2 2026 781 institutions, 226 of them new holders Sold, Q2 2026 646 institutions, 102 of them sold out
Net change, all compared −1.3M shares (−2.2%)
Net change, active managers −1.1M shares (−8.2%), 42 bought, 51 sold

Buyers versus sellers

institutions compared, 1,664
Active managers and hedge funds 42 bought · 51 sold · −1.1M
Index fund managers 9 bought · 3 sold · +124K
Other institutions 730 bought · 592 sold · −322K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Voya Investment Management LLC +203K +1048.6% 222K $252M
Franklin Resources Inc Active manager +147K +8.8% 1.8M $2B
FMR LLC Active manager +143K +26.5% 682K $772M
Holocene Advisors, LP Hedge fund +130K +80.0% 291K $330M
Jane Street Group, LLC +122K +6051.5% 124K $140M
Pictet Asset Management Holding SA +102K +196.7% 154K $174M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC +74K +15.9% 539K $611M
Assenagon Asset Management S.A. +72K +849.6% 80K $91M
Ameriprise Financial Inc +72K +72.1% 171K $194M
Freestone Grove Partners LP Hedge fund +69K New position 69K $78.7M
Worldquant Millennium Advisors LLC Hedge fund +69K +214.2% 101K $114M
Adage Capital Partners Gp, L.L.C. Hedge fund +49K +1066.2% 54K $61M
Neuberger Berman Group LLC Active manager +46K +9.8% 517K $586M
Mackenzie Financial Corp +42K +161.1% 68K $77.6M
Price T Rowe Associates Inc Active manager +41K +42.8% 138K $156M
Natixis +39K +462.7% 47K $53.4M
Walleye Capital LLC Hedge fund +37K +1109.9% 40K $45.9M
Ontario Teachers Pension Plan Board +37K New position 37K $41.8M
Citigroup Inc +36K +35.7% 136K $154M
Lansforsakringar Fondforvaltning AB (Publ) +35K +125.8% 63K $71.5M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager −803K −29.4% 1.9M $2.2B
Capital World Investors Active manager −555K −25.2% 1.6M $1.9B
Morgan Stanley −251K −14.4% 1.5M $1.7B
Jpmorgan Chase & Co −156K −5.2% 2.8M $3.2B
Alliancebernstein L.P. Active manager −132K −11.7% 997K $727M
Jupiter Asset Management Ltd Active manager −117K Sold out 0 —
Covalis Capital LLP −108K Sold out 0 —
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main −103K −11.1% 826K $936M
Invesco Ltd. −90K −20.3% 354K $401M
Citadel Advisors LLC Hedge fund −80K −74.7% 27K $30.6M
Amundi −74K −19.3% 310K $351M
HSBC Holdings PLC −67K −29.9% 157K $178M
Healthcare Of Ontario Pension Plan Trust Fund −66K −94.4% 3,917 $4.4M
Swiss Life Asset Management Ltd −65K −81.8% 14K $16.4M
Two Sigma Investments, LP Hedge fund −63K −81.8% 14K $15.9M
SG Americas Securities, LLC −56K −88.4% 7,371 $8.4M
Lazard Asset Management LLC Active manager −46K −26.4% 128K $145M
Deutsche Bank Ag\ −45K −18.9% 193K $219M
Tudor Investment Corp Et Al Hedge fund −44K Sold out 0 —
Manufacturers Life Insurance Company, The −40K −6.0% 632K $716M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Freestone Grove Partners LPHedge fund 69K $78.7M
Ontario Teachers Pension Plan Board 37K $41.8M
Logan Capital Management Inc 33K $37.6M
No Street Gp LP 32K $36.3M
Aventail Capital Group, LP 30K $33.8M
Quadrature Capital LtdHedge fund 27K $30.7M
Jain Global LLCHedge fund 26K $30M
Avalon Global Asset Management LLC 25K $28.3M
Albar Capital Partners LLP 25K $28.2M
Capital Fund Management S.A.Hedge fund 14K $15.4M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Jupiter Asset Management LtdActive manager 117K $85.4M
Covalis Capital LLP 108K $79M
Tudor Investment Corp Et AlHedge fund 44K $31.9M
Ceredex Value Advisors LLC 23K $16.4M
Imc-Chicago, LLC 19K $13.8M
Entropy Technologies, LP 19K $13.5M
Y-Intercept (Hong Kong) Ltd 14K $10M
Polar Capital Holdings PLCActive manager 12K $8.4M
Soa Wealth Advisors, Llc. 7,817 $7.8M
Winton Group LtdHedge fund 9,172 $6.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
1,584
Ten largest holders
45.9%
of 13F-reported shares
Index fund managers
31.9%
of 13F-reported shares
Active managers and hedge funds
20.7%
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 42 51 9 16 −1.1M −8.2%
Index fund managers 9 3 0 0 +124K +0.7%
Other institutions 730 592 217 86 −322K −1.2%

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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