SUNBNYSEServices-Equipment Rental & Leasing, NECFiscal year ends April 30
Sunbelt Rentals Holdings, Inc.
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 9, 2026
$75.79−0.23 (-0.30%)
Close on Oct 19, 2026
- Market cap
- $31.17B
- P/E (TTM)
- 24.1
- Dividend yield
- 1.45%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
80.3%
329M of 410M shares
Institutional holders
494
149 new, 54 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $477.52K
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 |
|---|---|---|---|---|
| Dodge & Cox | 53,101,847 | 12.80% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 38,449,102 | 9.38% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 36,734,792 | 9.00% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SUNB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Dodge & Cox | 54,761,610 | 13.36% | $4.10B | +1,659,763 | 2.14% |
| Vanguard Capital Management LLC | 30,658,847 | 7.48% | $2.27B | +4,559,807 | 0.05% |
| Vanguard Portfolio Management LLC | 20,188,107 | 4.93% | $1.51B | +460,187 | 0.07% |
| BlackRock, Inc. | 15,155,059 | 3.70% | $1.13B | +14,680,354 | 0.02% |
| Wellington Management Group Llp | 11,057,926 | 2.70% | $806.80M | −163,447 | 0.14% |
| Harris Associates L P | 10,461,105 | 2.55% | $782.60M | −1,192,228 | 1.04% |
| Invesco Ltd. | 10,335,785 | 2.52% | $773.22M | +227,694 | 0.06% |
| Rothschild & Co Wealth Management UK Ltd | 8,653,829 | 2.11% | $634.52M | +141,996 | 9.16% |
| Principal Financial Group Inc | 7,934,212 | 1.94% | $591.42M | +1,323,241 | 0.29% |
| Norges Bank | 7,273,452 | 1.78% | $530.11M | New | 0.05% |
| Geode Capital Management, LLC | 7,214,695 | 1.76% | $545.37M | +6,813,505 | 0.03% |
| Royal Bank of Canada | 7,060,457 | 1.72% | $528.19M | −83,581 | 0.08% |
| Vanguard Fiduciary Trust Co | 6,231,277 | 1.52% | $459.40M | +2,251,200 | 0.10% |
| Ako Capital Llp | 6,074,817 | 1.48% | $454.46K | +2,889,533 | 10.59% |
| Capital World Investors | 5,933,325 | 1.45% | $433.03M | +241,236 | 0.05% |
| Gardner Russo & Quinn LLC | 5,897,825 | 1.44% | $441.22M | −151,308 | 4.94% |
| State Street Corp | 5,894,914 | 1.44% | $441.00M | +5,891,214 | 0.01% |
| Ruane, Cunniff & Goldfarb L.P. | 4,261,163 | 1.04% | $318.78M | −1,227,098 | 4.96% |
| Amundi | 3,781,682 | 0.92% | $282.91M | −433,125 | 0.07% |
| Metropolis Capital Ltd | 3,542,479 | 0.86% | $222.19M | −1,371,957 | 6.44% |
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 | 494 | 329M | 80.3% | 149 / 163 | 137 / 54 | 69M | 43M |
| Q1 2026 | 409 | 304M | 74.1% | 409 / 0 | 0 / 0 | 304M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SUNB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | 26,496,300 | 6.47% | $1.98B | 1.67% | Jun 30, 2026 |
| Dodge & Cox International Stock Fund | 13,623,800 | 3.32% | $1.02B | 1.51% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 13,120,878 | 3.20% | $981.57M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,955,396 | 2.19% | $669.95M | 0.30% | Jun 30, 2026 |
| Vanguard Equity Income Fund | 6,234,008 | 1.52% | $342.84M | 0.69% | Jun 30, 2026 |
| Vanguard Total International Stock Index Fund | 6,041,239 | 1.47% | $321.15M | 0.07% | Jul 31, 2026 |
| MidCap Fund | 4,922,361 | 1.20% | $354.02M | 1.53% | Jul 31, 2026 |
| EUPAC Fund | 4,715,509 | 1.15% | $456.50M | 0.24% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 4,704,975 | 1.15% | $351.98M | 0.36% | Jun 30, 2026 |
| Oakmark International Fund | 4,574,765 | 1.12% | $342.24M | 2.75% | Jun 30, 2026 |
| Vanguard Developed Markets Index Fund | 4,005,138 | 0.98% | $220.26M | 0.09% | Jun 30, 2026 |
| iShares Core MSCI EAFE ETF | 3,029,659 | 0.74% | $292.55M | 0.11% | Jul 31, 2026 |
| Vanguard Growth Index Fund | 2,965,990 | 0.72% | $221.89M | 0.06% | Jun 30, 2026 |
| Dodge & Cox Global Stock Fund | 2,675,100 | 0.65% | $200.12M | 1.54% | Jun 30, 2026 |
| Vanguard Wellesley Income Fund | 2,637,259 | 0.64% | $145.04M | 0.40% | Jun 30, 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 |
|---|---|---|---|---|
| Brendan Horgan | Chief Executive Officer, Director | 747,694 | 0.18% | Sep 22, 2026 |
| Kyle Horgan | Executive VP, Specialty | 95,152 | 0.02% | Sep 22, 2026 |
| Brad Lull | EVP, Strategy & Business Dev | 89,665 | 0.02% | Sep 22, 2026 |
| Lynne Fuller-Andrews | EVP & General Counsel | 46,893 | 0.01% | Sep 22, 2026 |
| John Washburn | Chief Operating Officer | 69,150 | 0.02% | Sep 22, 2026 |
| Alexander W. Pease | Chief Financial Officer | 81,988 | 0.02% | Sep 22, 2026 |
| Barbara Clark | SVP & Chief Accounting Officer | 37,554 | 0.01% | Sep 22, 2026 |
| Angus Cockburn | Director | 4,455 | 0.00% | Sep 22, 2026 |
| Cynthia T. Jamison | Director | 2,566 | 0.00% | Sep 22, 2026 |
| Renata Ribeiro | Director | 4,163 | 0.00% | Sep 22, 2026 |
| Ekta Singh-Bushell | Director | 2,566 | 0.00% | Sep 22, 2026 |
| James Louis Singleton | Director | 3,563 | 0.00% | Sep 22, 2026 |
| Roy Twite | Director | 4,972 | 0.00% | Sep 22, 2026 |
| Nando Cesarone | Director | 3,563 | 0.00% | Sep 22, 2026 |
| Paul Ashton Walker | Director | 17,401 | 0.00% | Sep 22, 2026 |
| Jill Easterbrook | Director | 3,442 | 0.00% | Sep 22, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brendan Horgan Chief Executive Officer, Director | Sep 19, 2026 | Tax withholding | −3,700 | $73.59 | $272.28K | 747,694 |
| Brendan Horgan Chief Executive Officer, Director | Sep 18, 2026 | Award | +196 | – | – | 751,394 |
| Angus Cockburn Director | Sep 18, 2026 | Award | +9 | – | – | 4,455 |
| Paul Ashton Walker Director | Sep 18, 2026 | Award | +9 | – | – | 17,401 |
| Nando Cesarone Director | Sep 18, 2026 | Award | +9 | – | – | 3,563 |
| Barbara Clark SVP & Chief Accounting Officer | Sep 18, 2026 | Award | +19 | – | – | 37,554 |
| Ekta Singh-Bushell Director | Sep 18, 2026 | Award | +9 | – | – | 2,566 |
| Renata Ribeiro Director | Sep 18, 2026 | Award | +9 | – | – | 4,163 |
| Cynthia T. Jamison Director | Sep 18, 2026 | Award | +9 | – | – | 2,566 |
| Kyle Horgan Executive VP, Specialty | Sep 18, 2026 | Award | +31 | – | – | 95,152 |
| Alexander W. Pease Chief Financial Officer | Sep 18, 2026 | Award | +59 | – | – | 81,988 |
| Jill Easterbrook Director | Sep 18, 2026 | Award | +9 | – | – | 3,442 |
| John Washburn Chief Operating Officer | Sep 18, 2026 | Award | +31 | – | – | 69,150 |
| Lynne Fuller-Andrews EVP & General Counsel | Sep 18, 2026 | Award | +27 | – | – | 46,893 |
| Brad Lull EVP, Strategy & Business Dev | Sep 18, 2026 | Award | +31 | – | – | 89,665 |
| James Louis Singleton Director | Sep 18, 2026 | Award | +9 | – | – | 3,563 |
| Roy Twite Director | Sep 18, 2026 | Award | +9 | – | – | 4,972 |
| Nando Cesarone Director | Sep 1, 2026 | Award | +2,354 | – | – | 3,554 |
| Renata Ribeiro Director | Sep 1, 2026 | Award | +2,354 | – | – | 4,154 |
| Jill Easterbrook Director | Sep 1, 2026 | Award | +2,354 | – | – | 3,433 |
| Ekta Singh-Bushell Director | Sep 1, 2026 | Award | +2,354 | – | – | 2,557 |
| Roy Twite Director | Sep 1, 2026 | Award | +2,354 | – | – | 4,963 |
| James Louis Singleton Director | Sep 1, 2026 | Award | +2,354 | – | – | 3,554 |
| Paul Ashton Walker Director | Sep 1, 2026 | Award | +2,354 | – | – | 17,392 |
| Cynthia T. Jamison Director | Sep 1, 2026 | Award | +2,354 | – | – | 2,557 |
| Angus Cockburn Director | Sep 1, 2026 | Award | +2,354 | – | – | 4,446 |
| Jill Easterbrook Director | Aug 31, 2026 | Tax withholding | −121 | $72.28 | $8.75K | 1,079 |
| Roy Twite Director | Aug 31, 2026 | Tax withholding | −141 | $72.28 | $10.19K | 2,609 |
| Paul Ashton Walker Director | Aug 31, 2026 | Tax withholding | −162 | $72.28 | $11.71K | 15,038 |
| Angus Cockburn Director | Aug 31, 2026 | Tax withholding | −108 | $72.28 | $7.81K | 2,092 |
| Ekta Singh-Bushell Director | Aug 1, 2026 | Award | +203 | – | – | 203 |
| Cynthia T. Jamison Director | Aug 1, 2026 | Award | +203 | – | – | 203 |
| Jill Easterbrook Director | Jul 10, 2026 | Award | +11 | – | – | 1,200 |
| Brad Lull EVP, Strategy & Business Dev | Jul 10, 2026 | Award | +76 | – | – | 89,634 |
| Renata Ribeiro Director | Jul 10, 2026 | Award | +11 | – | – | 1,800 |
| Angus Cockburn Director | Jul 10, 2026 | Award | +11 | – | – | 2,200 |
| Paul Ashton Walker Director | Jul 10, 2026 | Award | +11 | – | – | 15,200 |
| Nando Cesarone Director | Jul 10, 2026 | Award | +11 | – | – | 1,200 |
| James Louis Singleton Director | Jul 10, 2026 | Award | +11 | – | – | 1,200 |
| John Washburn Chief Operating Officer | Jul 10, 2026 | Award | +76 | – | – | 69,119 |
| Lynne Fuller-Andrews EVP & General Counsel | Jul 10, 2026 | Award | +67 | – | – | 46,866 |
| Brendan Horgan Chief Executive Officer, Director | Jul 10, 2026 | Award | +479 | – | – | 751,198 |
| Alexander W. Pease Chief Financial Officer | Jul 10, 2026 | Award | +144 | – | – | 81,929 |
| Barbara Clark SVP & Chief Accounting Officer | Jul 10, 2026 | Award | +47 | – | – | 37,535 |
| Roy Twite Director | Jul 10, 2026 | Award | +11 | – | – | 2,750 |
| Kyle Horgan Executive VP, Specialty | Jul 10, 2026 | Award | +76 | – | – | 95,121 |
| John Washburn Chief Operating Officer | Jul 9, 2026 | Sale | −3,351 | $72.50 | $242.95K | 69,043 |
| John Washburn Chief Operating Officer | Jul 8, 2026 | Sale | −3,351 | $70.00 | $234.57K | 72,394 |
| John Washburn Chief Operating Officer | Jul 4, 2026 | Tax withholding | −912 | $72.34 | $65.97K | 75,745 |
| Kyle Horgan Executive VP, Specialty | Jul 4, 2026 | Tax withholding | −803 | $72.34 | $58.09K | 95,045 |
| Brad Lull EVP, Strategy & Business Dev | Jul 4, 2026 | Tax withholding | −820 | $72.34 | $59.32K | 88,835 |
| Barbara Clark SVP & Chief Accounting Officer | Jul 4, 2026 | Tax withholding | −449 | $72.34 | $32.48K | 38,272 |
| Lynne Fuller-Andrews EVP & General Counsel | Jul 4, 2026 | Tax withholding | −848 | $72.34 | $61.34K | 38,979 |
| Lynne Fuller-Andrews EVP & General Counsel | Jun 25, 2026 | Award | +6,783 | – | – | 39,827 |
| Barbara Clark SVP & Chief Accounting Officer | Jun 25, 2026 | Award | +4,742 | – | – | 38,721 |
| Alexander W. Pease Chief Financial Officer | Jun 25, 2026 | Award | +14,467 | – | – | 81,785 |
| Brendan Horgan Chief Executive Officer, Director | Jun 25, 2026 | Award | +47,885 | – | – | 750,719 |
| John Washburn Chief Operating Officer | Jun 25, 2026 | Award | +7,615 | – | – | 76,657 |
| Brad Lull EVP, Strategy & Business Dev | Jun 25, 2026 | Award | +7,615 | – | – | 89,655 |
| Kyle Horgan Executive VP, Specialty | Jun 25, 2026 | Award | +7,615 | – | – | 95,848 |
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 |
|---|---|---|---|---|---|
| John Washburn Officer | Jul 9, 2026 | 3,351 | $242.95K | Jul 9, 2026 | Restricted Stock Vesting |
| John Washburn Officer | Jul 8, 2026 | 3,351 | $234.57K | Jul 8, 2026 | Restricted Stock Vesting |