HRINYSEServices-Miscellaneous Equipment Rental & LeasingFiscal year ends December 31
HERC HOLDINGS INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$124.46+2.89 (+2.38%)
Close on Oct 19, 2026
- Market cap
- $4.17B
- P/E (TTM)
- 4148.7
- Dividend yield
- 2.25%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
35M of 33M shares
Institutional holders
336
78 new, 40 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
2 buys · 0 sales
Net bought $930.27K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| FMR LLC | 5,005,538 | 15.00% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 4,675,626 | 14.00% | 13G (passive) amendment | Sep 30, 2026 |
| Abigail P. Johnson | 3,665,603 | 11.00% | 13G (passive) amendment | Dec 31, 2025 |
| Norges Bank | 2,172,535 | 6.50% | 13G (passive) amendment | Sep 30, 2025 |
| Coliseum Capital Management, LLC | 1,702,062 | 5.10% | 13G (passive) | Apr 2, 2026 |
| Vanguard Capital Management | 1,698,837 | 5.09% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HRI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 4,996,905 | 14.95% | $716.26M | −8,633 | 0.03% |
| BlackRock, Inc. | 2,864,677 | 8.57% | $410.62M | +331,398 | 0.01% |
| Norges Bank | 2,117,340 | 6.33% | $303.50M | New | 0.03% |
| Vanguard Portfolio Management LLC | 1,614,469 | 4.83% | $231.42M | +46,666 | 0.01% |
| Vanguard Capital Management LLC | 1,473,665 | 4.41% | $211.24M | +12,623 | 0.00% |
| Dimensional Fund Advisors LP | 1,331,262 | 3.98% | $190.84M | +167,240 | 0.03% |
| First Trust Advisors LP | 1,311,071 | 3.92% | $187.93M | +437,733 | 0.11% |
| Coliseum Capital Management, LLC | 1,117,122 | 3.34% | $160.13M | −544,940 | 13.78% |
| Gamco Investors, Inc. Et Al | 976,739 | 2.92% | $140.01M | +3,598 | 1.26% |
| Geode Capital Management, LLC | 812,727 | 2.43% | $116.52M | +55,184 | 0.01% |
| State Street Corp | 811,688 | 2.43% | $116.36M | +64,464 | 0.00% |
| Nomura Asset Management International Inc. | 700,726 | 2.10% | $100.44M | +40,799 | 0.15% |
| Channing Capital Management, LLC | 630,109 | 1.88% | $90.32M | +111,833 | 2.08% |
| American Century Companies Inc | 614,239 | 1.84% | $88.05M | −203,807 | 0.04% |
| Bank of New York Mellon Corp | 600,352 | 1.80% | $86.05M | +85,881 | 0.01% |
| Fisher Asset Management, LLC | 584,320 | 1.75% | $83.76M | +13,745 | 0.02% |
| Gabelli Funds LLC | 500,251 | 1.50% | $71.71M | +7,688 | 0.46% |
| Goldman Sachs Group Inc | 426,994 | 1.28% | $61.21M | +84,546 | 0.01% |
| Charles Schwab Investment Management Inc | 392,340 | 1.17% | $56.24M | −39,689 | 0.01% |
| Voya Investment Management LLC | 353,547 | 1.06% | $50.68M | +69,991 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 336 | 35M | 100.0% | 78 / 127 | 87 / 40 | 8M | 5M |
| Q1 2026 | 304 | 32M | 96.6% | 71 / 87 | 108 / 71 | 8M | 8M |
| Q4 2025 | 312 | 35M | 100.0% | 69 / 109 | 94 / 42 | 7M | 3M |
| Q3 2025 | 290 | 32M | 95.5% | 47 / 97 | 109 / 54 | 3M | 5M |
| Q2 2025 | 300 | 34M | 100.0% | 53 / 129 | 93 / 52 | 6M | 2M |
| Q1 2025 | 303 | 30M | 89.0% | 52 / 119 | 109 / 63 | 7M | 4M |
| Q4 2024 | 318 | 28M | 82.4% | 77 / 102 | 111 / 37 | 5M | 5M |
| Q3 2024 | 282 | 28M | 82.4% | 43 / 116 | 96 / 39 | 5M | 2M |
| Q2 2024 | 279 | 26M | 79.1% | 41 / 113 | 97 / 37 | 3M | 4M |
| Q1 2024 | 279 | 27M | 80.5% | 33 / 93 | 112 / 32 | 2M | 2M |
| Q4 2023 | 280 | 27M | 80.2% | 48 / 94 | 98 / 29 | 3M | 2M |
| Q3 2023 | 264 | 26M | 78.4% | 37 / 100 | 88 / 30 | 2M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HRI | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust RBA American Industrial Renaissance ETF | 1,264,286 | 3.78% | $181.22M | 1.58% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,059,727 | 3.17% | $151.90M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 860,928 | 2.58% | $123.41M | 0.15% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 860,812 | 2.57% | $114.49M | 0.05% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 766,108 | 2.29% | $109.81M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 499,737 | 1.49% | $75.03M | 1.37% | Jul 31, 2026 |
| Fidelity Value Fund | 492,565 | 1.47% | $73.95M | 0.71% | Jul 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 488,000 | 1.46% | $69.95M | 1.56% | Jun 30, 2026 |
| Fidelity Stock Selector Small Cap Fund | 445,341 | 1.33% | $66.86M | 0.91% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 442,331 | 1.32% | $63.40M | 0.13% | Jun 30, 2026 |
| Small Cap Growth Fund | 422,864 | 1.26% | $63.49M | 1.14% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 366,721 | 1.10% | $55.06M | 0.16% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 352,506 | 1.05% | $50.53M | 0.05% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 300,072 | 0.90% | $39.91M | 1.15% | May 29, 2026 |
| Fidelity Series Small Cap Opportunities Fund | 298,159 | 0.89% | $44.77M | 0.95% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Lawrence Harris Silber | Chief Executive Officer, Director | 218,756 | 0.65% | Feb 10, 2026 |
| Tamir Peres | SVP&Chief Information Officer | 46,353 | 0.14% | Aug 20, 2026 |
| Mark Alan Schumacher | VP & Chief Accounting Officer | 6,439 | 0.02% | Mar 17, 2026 |
| Mark Humphrey | SVP & Chief Financial Officer | 33,908 | 0.10% | Mar 17, 2026 |
| Aaron Birnbaum | President | 58,718 | 0.18% | Feb 10, 2026 |
| Christian J. Cunningham | SVP & Chief HR Officer | 57,695 | 0.17% | Feb 10, 2026 |
| Samuel Wade Sheek | SVP & Chief Legal Officer | 30,318 | 0.09% | Feb 10, 2026 |
| Erik Olsson | Director | 3,724 | 0.01% | Aug 24, 2026 |
| Rakesh Sachdev | Director | – | – | May 18, 2026 |
| John A. Olin | Director | 4,355 | 0.01% | May 18, 2026 |
| Patrick S. Shannon | Director | – | – | May 18, 2026 |
| Michael A. Kelly | Director | 16,610 | 0.05% | May 18, 2026 |
| Jean K. Holley | Director | 3,442 | 0.01% | May 18, 2026 |
| Patrick D. Campbell | Director | 15,607 | 0.05% | May 18, 2026 |
| Shari L. Burgess | Director | – | – | May 18, 2026 |
| John Engquist | Director | 323,444 | 0.97% | Nov 18, 2025 |
| James H. Browning | Director | 7,065 | 0.02% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Erik Olsson Director | Aug 21, 2026 | Buy | +3,085 | $163.00 | $502.86K | 3,724 |
| Tamir Peres SVP&Chief Information Officer | Aug 18, 2026 | Tax withholding | −822 | $166.82 | $137.13K | 46,353 |
| Tamir Peres SVP&Chief Information Officer | Aug 18, 2026 | Award | +2,261 | – | – | 47,175 |
| Erik Olsson Director | Aug 18, 2026 | Award | +639 | – | – | 639 |
| Michael A. Kelly Director | May 14, 2026 | Award | +1,035 | – | – | 2,836 |
| Patrick D. Campbell Director | May 14, 2026 | Award | +1,035 | – | – | 15,607 |
| Patrick D. Campbell Director | May 14, 2026 | Award | +1,070 | $140.22 | $150.04K | 14,572 |
| John A. Olin Director | May 14, 2026 | Award | +1,035 | – | – | 4,355 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Mar 13, 2026 | Tax withholding | −30 | $108.91 | $3.27K | 6,439 |
| Mark Humphrey SVP & Chief Financial Officer | Mar 13, 2026 | Tax withholding | −114 | $108.91 | $12.42K | 33,908 |
| John A. Olin Director | Feb 27, 2026 | Buy | +3,000 | $142.47 | $427.41K | 3,320 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 7, 2026 | Tax withholding | −169 | $180.31 | $30.47K | 30,318 |
| Aaron Birnbaum President | Feb 7, 2026 | Tax withholding | −316 | $180.31 | $56.98K | 58,618 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 7, 2026 | Tax withholding | −107 | $180.31 | $19.29K | 34,022 |
| Tamir Peres SVP&Chief Information Officer | Feb 7, 2026 | Tax withholding | −215 | $180.31 | $38.77K | 44,914 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 7, 2026 | Tax withholding | −38 | $180.31 | $6.85K | 6,469 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 7, 2026 | Tax withholding | −201 | $180.31 | $36.24K | 57,695 |
| Lawrence Harris Silber Chief Executive Officer, Director | Feb 7, 2026 | Tax withholding | −1,035 | $180.31 | $186.62K | 218,756 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 6, 2026 | Tax withholding | −236 | $180.31 | $42.55K | 30,487 |
| Aaron Birnbaum President | Feb 6, 2026 | Tax withholding | −395 | $180.31 | $71.22K | 58,934 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 6, 2026 | Tax withholding | −236 | $180.31 | $42.55K | 34,129 |
| Tamir Peres SVP&Chief Information Officer | Feb 6, 2026 | Tax withholding | −253 | $180.31 | $45.62K | 45,129 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 6, 2026 | Tax withholding | −76 | $180.31 | $13.70K | 6,507 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 6, 2026 | Tax withholding | −237 | $180.31 | $42.73K | 57,896 |
| Lawrence Harris Silber Chief Executive Officer, Director | Feb 6, 2026 | Tax withholding | −1,329 | $180.31 | $239.63K | 219,791 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Award | +2,221 | – | – | 33,090 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Award | +4,707 | – | – | 30,869 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Award | +1,168 | – | – | 34,258 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Award | +1,297 | – | – | 35,555 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Tax withholding | −460 | $154.03 | $70.85K | 35,095 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Tax withholding | −472 | $154.03 | $72.70K | 34,623 |
| Mark Humphrey SVP & Chief Financial Officer | Feb 3, 2026 | Tax withholding | −258 | $154.03 | $39.74K | 34,365 |
| Aaron Birnbaum SVP & Chief Operating Officer | Feb 3, 2026 | Tax withholding | −327 | $154.03 | $50.37K | 59,329 |
| Aaron Birnbaum SVP & Chief Operating Officer | Feb 3, 2026 | Tax withholding | −1,360 | $154.03 | $209.48K | 59,656 |
| Aaron Birnbaum SVP & Chief Operating Officer | Feb 3, 2026 | Award | +7,467 | – | – | 52,586 |
| Aaron Birnbaum SVP & Chief Operating Officer | Feb 3, 2026 | Award | +3,668 | – | – | 61,016 |
| Aaron Birnbaum SVP & Chief Operating Officer | Feb 3, 2026 | Award | +4,762 | – | – | 57,348 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Award | +417 | – | – | 6,627 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Award | +642 | – | – | 6,210 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Award | +1,624 | – | – | 5,568 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −72 | $154.03 | $11.09K | 6,583 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −145 | $154.03 | $22.33K | 6,655 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −174 | $154.03 | $26.80K | 6,800 |
| Mark Alan Schumacher VP & Chief Accounting Officer | Feb 3, 2026 | Award | +347 | – | – | 6,974 |
| Lawrence Harris Silber President & CEO, Director | Feb 3, 2026 | Award | +12,003 | – | – | 226,815 |
| Lawrence Harris Silber President & CEO, Director | Feb 3, 2026 | Award | +12,811 | – | – | 214,812 |
| Lawrence Harris Silber President & CEO, Director | Feb 3, 2026 | Award | +21,100 | – | – | 202,001 |
| Lawrence Harris Silber President & CEO, Director | Feb 3, 2026 | Tax withholding | −4,361 | $154.03 | $671.72K | 222,454 |
| Lawrence Harris Silber President & CEO, Director | Feb 3, 2026 | Tax withholding | −1,334 | $154.03 | $205.48K | 221,120 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 3, 2026 | Award | +4,220 | – | – | 56,927 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 3, 2026 | Tax withholding | −242 | $154.03 | $37.28K | 58,133 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 3, 2026 | Tax withholding | −887 | $154.03 | $136.62K | 58,375 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 3, 2026 | Award | +2,335 | – | – | 59,262 |
| Christian J. Cunningham SVP & Chief HR Officer | Feb 3, 2026 | Award | +2,306 | – | – | 52,707 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 3, 2026 | Award | +1,834 | – | – | 31,647 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 3, 2026 | Award | +2,069 | – | – | 29,813 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 3, 2026 | Award | +4,220 | – | – | 27,744 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 3, 2026 | Tax withholding | −219 | $154.03 | $33.73K | 30,723 |
| Samuel Wade Sheek SVP & Chief Legal Officer | Feb 3, 2026 | Tax withholding | −705 | $154.03 | $108.59K | 30,942 |
| Tamir Peres SVP&Chief Information Officer | Feb 3, 2026 | Award | +2,335 | – | – | 46,527 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Tamir Peres Officer | Nov 25, 2024 | 4,026 | $911.79K | Nov 25, 2024 | Vested RSU's |
| Lawrence Harris Silber Officer | Nov 6, 2024 | 45,816 | $10.77M | Nov 6, 2024 | RESTRICTED STOCK |
| Mark Humphrey Officer | Nov 1, 2024 | 2,625 | $548.63K | Nov 1, 2024 | PERFORMANCE SHARES |
| Samuel Wade Sheek Officer | Oct 29, 2024 | 5,000 | $1.07M | Oct 29, 2024 | PERFORMANCE SHARES |
| Christian J. Cunningham Officer | Oct 29, 2024 | 11,918 | $2.54M | Oct 29, 2024 | PERFORMANCE SHARES |
| Michael A. Kelly Director | Oct 24, 2024 | 3,880 | $810.26K | Oct 24, 2024 | RSU |
| Aaron Birnbaum Officer | Aug 26, 2024 | 10,000 | $1.46M | Aug 26, 2024 | PERFORMANCE SHARES |
| Tamir Peres Officer | Jul 29, 2024 | 5,821 | $890.09K | Jul 29, 2024 | PSU Vesting |
| Lawrence Harris Silber Officer | May 13, 2024 | 20,000 | $3.14M | May 13, 2024 | PERFORMANCE SHARES |
| Christian J. Cunningham Officer | May 10, 2024 | 6,607 | $1.02M | May 10, 2024 | STOCK OPTION EXERCISE |
| Aaron Birnbaum Officer | Apr 25, 2024 | 5,844 | $916.21K | Apr 25, 2024 | STOCK OPTION EXERCISE |
| Tamir Peres Officer | Mar 15, 2024 | 4,500 | $714.38K | Mar 15, 2024 | Retail Shares |
| Christian J. Cunningham Officer | Mar 6, 2024 | 4,392 | $724.68K | Mar 6, 2024 | PERFORMANCE SHARES |
| Lawrence Harris Silber Officer | Mar 5, 2024 | 6,599 | $1.09M | Mar 4, 2024 | STOCK OPTION EXERCISE |
| Mark Alan Schumacher Officer | Mar 5, 2024 | 1,500 | $253.25K | Mar 5, 2024 | PERFORMANCE SHARES |