United Rentals, Inc. (URI) shareholders
URINYSEServices-Equipment Rental & Leasing, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 21, 2026Score 14/3047% above fair value
$1124.56−14.58 (-1.28%)
Close on Nov 13, 2026Market cap $69.63BP/E 24.7Yield 0.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.7%
57M of 62M shares
Institutional holders
1,586
246 new, 102 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
1 buys · 7 sales
Net sold $30.43M
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 5,193,206 | 7.70% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 4,720,155 | 7.50% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of URI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,134,060 | 8.29% | $5.82B | +9,988 | 0.09% |
| Vanguard Capital Management LLC | 4,091,482 | 6.61% | $4.64B | −2,800 | 0.10% |
| State Street Corp | 2,993,837 | 4.84% | $3.39B | +32,238 | 0.10% |
| JPMorgan Chase & Co | 2,829,733 | 4.57% | $3.18B | −155,924 | 0.18% |
| Vanguard Portfolio Management LLC | 2,697,981 | 4.36% | $3.06B | +16,267 | 0.14% |
| Capital Research Global Investors | 1,922,865 | 3.11% | $2.18B | −802,595 | 0.30% |
| Franklin Resources Inc | 1,805,427 | 2.92% | $2.05B | +146,549 | 0.44% |
| Geode Capital Management, LLC | 1,699,258 | 2.74% | $1.92B | +30,273 | 0.10% |
| Capital World Investors | 1,646,737 | 2.66% | $1.87B | −554,917 | 0.22% |
| Morgan Stanley | 1,494,355 | 2.41% | $1.69B | −251,212 | 0.09% |
| Norges Bank | 1,268,942 | 2.05% | $1.44B | New | 0.14% |
| Alliancebernstein L.P. | 997,415 | 1.61% | $726.68M | −132,309 | 0.24% |
| Dimensional Fund Advisors LP | 907,599 | 1.47% | $1.03B | +15,849 | 0.19% |
| Goldman Sachs Group Inc | 903,404 | 1.46% | $1.02B | −22,936 | 0.09% |
| Boston Partners | 900,900 | 1.46% | $1.02B | −14,080 | 0.90% |
| Bank Of America Corp /De/ | 833,440 | 1.35% | $944.20M | +27,060 | 0.06% |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 825,892 | 1.33% | $935.64M | −103,273 | 0.72% |
| FMR LLC | 681,601 | 1.10% | $772.18M | +142,921 | 0.03% |
| Manufacturers Life Insurance Company, The | 632,126 | 1.02% | $716.13M | −40,058 | 0.56% |
| Northern Trust Corp | 618,037 | 1.00% | $700.17M | +5,516 | 0.08% |
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 | 1,586 | 57M | 92.7% | 246 / 556 | 545 / 102 | 4M | 4M |
| Q1 2026 | 1,462 | 57M | 92.7% | 125 / 550 | 538 / 171 | 14M | 7M |
| Q4 2025 | 1,534 | 58M | 93.3% | 224 / 550 | 506 / 114 | 7M | 8M |
| Q3 2025 | 1,452 | 59M | 95.5% | 200 / 508 | 496 / 81 | 4M | 5M |
| Q2 2025 | 1,348 | 60M | 96.7% | 167 / 520 | 425 / 97 | 5M | 4M |
| Q1 2025 | 1,300 | 59M | 95.2% | 136 / 503 | 466 / 147 | 6M | 6M |
| Q4 2024 | 1,331 | 59M | 96.0% | 216 / 467 | 448 / 104 | 5M | 9M |
| Q3 2024 | 1,240 | 63M | 100.0% | 156 / 473 | 421 / 77 | 10M | 4M |
| Q2 2024 | 1,175 | 62M | 100.0% | 105 / 455 | 426 / 99 | 4M | 6M |
| Q1 2024 | 1,180 | 65M | 100.0% | 183 / 351 | 484 / 69 | 4M | 5M |
| Q4 2023 | 1,079 | 67M | 100.0% | 172 / 327 | 438 / 63 | 7M | 4M |
| Q3 2023 | 987 | 64M | 100.0% | 86 / 309 | 400 / 77 | 5M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
868 funds held URI in Q2 2026, 48% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of URI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,988,819 | 3.21% | $2.25B | 0.10% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 1,622,417 | 2.62% | $1.84B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 1,357,422 | 2.19% | $1.54B | 0.69% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 861,176 | 1.39% | $975.62M | 0.11% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 806,186 | 1.30% | $802.70M | 0.10% | May 31, 2026 |
| Investment Co of America | 747,253 | 1.21% | $846.56M | 0.46% | Jun 30, 2026 |
| AMCAP Fund | 618,389 | 1.00% | $615.71M | 0.63% | May 31, 2026 |
| Vanguard Value Index Fund | 595,846 | 0.96% | $675.03M | 0.27% | Jun 30, 2026 |
| Putnam Large Cap Value Fund | 580,040 | 0.94% | $626.01M | 1.13% | Jul 31, 2026 |
| Capital World Growth & Income Fund | 561,688 | 0.91% | $559.26M | 0.35% | May 31, 2026 |
| American Funds Fundamental Investors | 468,769 | 0.76% | $531.06M | 0.29% | Jun 30, 2026 |
| American Balanced Fund | 435,976 | 0.70% | $493.91M | 0.17% | Jun 30, 2026 |
| Growth Fund of America | 416,068 | 0.67% | $414.27M | 0.11% | May 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 402,368 | 0.65% | $455.84M | 1.22% | Jun 30, 2026 |
| Global X U.S. Infrastructure Development ETF | 389,973 | 0.63% | $388.28M | 2.87% | May 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 |
|---|---|---|---|---|
| Matthew John Flannery | President & CEO, Director | 99,980 | 0.16% | Apr 24, 2026 |
| Michael D. Durand | EVP, Chief Operating Officer | 7,775 | 0.01% | Sep 30, 2026 |
| William E. Grace | EVP, CFO | 6,062 | 0.01% | Jul 24, 2026 |
| Craig Adam Pintoff | EVP, Chief Admin. Officer | 14,774 | 0.02% | Apr 27, 2026 |
| Joli L. Gross | SVP, Chief LGL & Sustain. Off. | 5,738 | 0.01% | Apr 27, 2026 |
| Andrew B. Limoges | VP, Controller | 1,865 | 0.00% | Apr 24, 2026 |
| Anthony S. Leopold | SVP | 4,310 | 0.01% | Mar 6, 2026 |
| Marc A. Bruno | Director | 7,783 | 0.01% | Oct 1, 2026 |
| Shon Larry D. De | Director | 2,123 | 0.00% | May 12, 2026 |
| Shiv Singh | Director | 7,803 | 0.01% | May 12, 2026 |
| Terri L. Kelly | Director | 6,990 | 0.01% | May 12, 2026 |
| Kim Harris Jones | Director | 5,291 | 0.01% | May 12, 2026 |
| Francisco J. Lopez-Balboa | Director | 1,605 | 0.00% | May 12, 2026 |
| Gracia C. Martore | Director | 7,242 | 0.01% | May 12, 2026 |
| Brandt Julie M. Heuer | Director | 563 | 0.00% | May 12, 2026 |
| Alexander R. Taussig | Director | 260 | 0.00% | May 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Marc A. Bruno Director | Sep 30, 2026 | Award | +38 | $1000.78 | $38.03K | 7,783 |
| Michael D. Durand EVP, Chief Operating Officer | Sep 29, 2026 | Tax withholding | −491.63 | $1014.54 | $498.78K | 7,775 |
| William E. Grace EVP, CFO | Jul 24, 2026 | Sale | −1,500 | $1133.15 | $1.70M | 6,062 |
| Marc A. Bruno Director | Jun 30, 2026 | Award | +34 | $1132.89 | $38.52K | 7,745 |
| Shiv Singh Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 7,803 |
| Kim Harris Jones Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 5,291 |
| Shon Larry D. De Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 2,123 |
| Brandt Julie M. Heuer Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 563 |
| Terri L. Kelly Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 6,990 |
| Francisco J. Lopez-Balboa Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 1,605 |
| Alexander R. Taussig Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 260 |
| Gracia C. Martore Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 7,242 |
| Marc A. Bruno Director | May 8, 2026 | Award | +203 | $937.00 | $190.21K | 7,711 |
| Gracia C. Martore Director | May 4, 2026 | Returned to company | −213 | $925.21 | $197.07K | 7,039 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Apr 27, 2026 | Sale | −2,466 | $963.00 | $2.37M | 14,774 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Apr 27, 2026 | Sale | −306 | $954.99 | $292.23K | 5,738 |
| Andrew B. Limoges VP, Controller | Apr 24, 2026 | Sale | −548 | $977.86 | $535.87K | 1,865 |
| Matthew John Flannery President & CEO, Director | Apr 24, 2026 | Sale | −22,768 | $984.98 | $22.43M | 99,980 |
| Marc A. Bruno Director | Mar 31, 2026 | Award | +51 | $728.56 | $37.16K | 7,508 |
| Andrew B. Limoges VP, Controller | Mar 5, 2026 | Tax withholding | −36.61 | $842.93 | $30.86K | 2,413 |
| Anthony S. Leopold SVP | Mar 5, 2026 | Tax withholding | −73.22 | $842.93 | $61.72K | 4,310 |
| William E. Grace EVP, CFO | Mar 5, 2026 | Tax withholding | −190.98 | $842.93 | $160.98K | 7,562 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 5, 2026 | Tax withholding | −296.96 | $842.93 | $250.32K | 17,240 |
| Matthew John Flannery President & CEO, Director | Mar 5, 2026 | Tax withholding | −440.24 | $842.93 | $371.09K | 122,748 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 5, 2026 | Tax withholding | −91.75 | $842.93 | $77.34K | 6,044 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 5, 2026 | Tax withholding | −169.26 | $842.93 | $142.67K | 8,267 |
| Andrew B. Limoges VP, Controller | Mar 4, 2026 | Tax withholding | −29.2 | $851.88 | $24.87K | 2,142 |
| Andrew B. Limoges VP, Controller | Mar 4, 2026 | Award | +203 | $851.88 | $172.93K | 2,345 |
| Andrew B. Limoges VP, Controller | Mar 4, 2026 | Award | +195 | $851.88 | $166.12K | 2,540 |
| Andrew B. Limoges VP, Controller | Mar 4, 2026 | Tax withholding | −90.36 | $851.88 | $76.98K | 2,450 |
| Anthony S. Leopold SVP | Mar 4, 2026 | Award | +246 | $851.88 | $209.56K | 4,497 |
| Anthony S. Leopold SVP | Mar 4, 2026 | Award | +405 | $851.88 | $345.01K | 4,251 |
| Anthony S. Leopold SVP | Mar 4, 2026 | Tax withholding | −114 | $851.88 | $97.11K | 4,383 |
| Anthony S. Leopold SVP | Mar 4, 2026 | Tax withholding | −55.15 | $851.88 | $46.98K | 3,846 |
| William E. Grace EVP, CFO | Mar 4, 2026 | Tax withholding | −135.86 | $851.88 | $115.74K | 6,582 |
| William E. Grace EVP, CFO | Mar 4, 2026 | Award | +987 | $851.88 | $840.81K | 7,569 |
| William E. Grace EVP, CFO | Mar 4, 2026 | Award | +356 | $851.88 | $303.27K | 7,925 |
| William E. Grace EVP, CFO | Mar 4, 2026 | Tax withholding | −172.13 | $851.88 | $146.63K | 7,753 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 4, 2026 | Tax withholding | −232.81 | $851.88 | $198.33K | 16,065 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 4, 2026 | Award | +1,304 | $851.88 | $1.11M | 17,369 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 4, 2026 | Tax withholding | −206.82 | $851.88 | $176.19K | 17,537 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 4, 2026 | Award | +374 | $851.88 | $318.60K | 17,743 |
| Matthew John Flannery President & CEO, Director | Mar 4, 2026 | Tax withholding | −430.7 | $851.88 | $366.90K | 123,189 |
| Matthew John Flannery President & CEO, Director | Mar 4, 2026 | Tax withholding | −317.2 | $851.88 | $270.22K | 120,019 |
| Matthew John Flannery President & CEO, Director | Mar 4, 2026 | Award | +2,583 | $851.88 | $2.20M | 122,602 |
| Matthew John Flannery President & CEO, Director | Mar 4, 2026 | Award | +1,017 | $851.88 | $866.36K | 123,619 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 4, 2026 | Tax withholding | −141.8 | $851.88 | $120.80K | 6,136 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 4, 2026 | Award | +306 | $851.88 | $260.68K | 6,277 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 4, 2026 | Award | +485 | $851.88 | $413.16K | 5,971 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 4, 2026 | Tax withholding | −71.83 | $851.88 | $61.19K | 5,486 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 4, 2026 | Award | +340 | $851.88 | $289.64K | 8,582 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 4, 2026 | Award | +987 | $851.88 | $840.81K | 8,242 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 4, 2026 | Tax withholding | −145.69 | $851.88 | $124.11K | 8,436 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 4, 2026 | Tax withholding | −120.41 | $851.88 | $102.57K | 7,255 |
| Michael D. Durand EVP, Chief Operating Officer | Mar 2, 2026 | Tax withholding | −82.27 | $820.58 | $67.51K | 7,375 |
| Craig Adam Pintoff EVP, Chief Admin. Officer | Mar 2, 2026 | Tax withholding | −272.63 | $820.58 | $223.71K | 16,298 |
| William E. Grace EVP, CFO | Mar 2, 2026 | Tax withholding | −154.24 | $820.58 | $126.57K | 6,718 |
| Anthony S. Leopold SVP | Mar 2, 2026 | Tax withholding | −74.15 | $820.58 | $60.85K | 3,901 |
| Matthew John Flannery President & CEO, Director | Mar 2, 2026 | Tax withholding | −420.11 | $820.58 | $344.73K | 120,336 |
| Joli L. Gross SVP, Chief LGL & Sustain. Off. | Mar 2, 2026 | Tax withholding | −93.61 | $820.58 | $76.81K | 5,558 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.18%
1M shares short
Days to cover
2.3
At 1M shares a day
Change since last report
-6.7%
From 1M shares
Short volume, 20 days
55.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of United Rentals's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,305 shares on Sep 14, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William E. Grace Officer | Jul 24, 2026 | 1,500 | $1.70M | Jul 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Craig Adam Pintoff Officer | Apr 27, 2026 | 2,466 | $2.37M | Apr 27, 2026 | Restricted stock vesting under a registered plan |
| Joli L. Gross Officer | Apr 27, 2026 | 306 | $292.23K | Apr 27, 2026 | Restricted stock vesting under a registered plan |
| Matthew John Flannery Officer, Director | Apr 24, 2026 | 22,768 | $22.43M | Apr 24, 2026 | Restricted stock vesting under a registered plan |
| Andrew B. Limoges Officer | Apr 24, 2026 | 548 | $535.87K | Apr 24, 2026 | Restricted stock vesting under a registered plan |
| William E. Grace Officer | Feb 3, 2026 | 1,498 | $1.18M | Feb 3, 2026 | Restricted Stock |
| Michael D. Durand Officer | Feb 2, 2026 | 2,490 | $1.97M | Feb 2, 2026 | Restricted stock vesting under a registered plan |
| Bobby J. Griffin Director | May 23, 2025 | 22,500 | $15.75M | May 23, 2025 | Restricted Stock |
| Joli L. Gross Officer | May 13, 2025 | 345 | $250.14K | May 13, 2025 | Restricted stock vesting under a registered plan |
| Andrew B. Limoges Officer | May 12, 2025 | 708 | $499.75K | May 12, 2025 | Restricted stock vesting under a registered plan |
| Michael D. Durand Officer, Director | Apr 29, 2025 | 1,100 | $688.91K | Apr 29, 2025 | Performance Stock Units |
| Craig Adam Pintoff Officer | Apr 28, 2025 | 4,449 | $2.82M | Apr 28, 2025 | Performance Stock Units |
| William E. Grace Officer, Director | Feb 24, 2025 | 1,100 | $701.91K | Feb 24, 2025 | Restricted stock vesting under a registered plan |
| Anthony S. Leopold Officer | Oct 28, 2024 | 900 | $740.91K | Oct 28, 2024 | RSU Vesting |
| Joli L. Gross Officer | Aug 2, 2024 | 360 | $248.39K | Aug 2, 2024 | RSU Vesting |
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