HolderBook

UNITED RENTALS INC (URI)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

61
Reporting holders
$321.9M
Reported value
0.0%
Calls
0.0%
Puts
-1,548
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ARGENT CAPITAL MANAGEMENT LLC$94.7M94,6163.02%31q-3.7%-$3.7M
ATWOOD & PALMER INC$57.5M57,4752.95%32q-2.0%-$1.1M
Gradient Investments LLC$32.4M32,4140.46%17q-18.0%-$7.1M
EASTERN BANK$20.6M20,5930.31%4q+20.0%+$3.4M
YHB Investment Advisors, Inc.$19.2M19,1951.21%32q-1.2%-$225.2K
NORTH POINT PORTFOLIO MANAGERS CORP/OH$16.9M16,8492.83%15q-13.8%-$2.7M
Eastover Investment Advisors LLC$12.9M12,8625.01%11qHELD
Douglas Lane & Associates, LLC$11.7M11,6600.16%32q-4.2%-$511.4K
CENTRAL BANK & TRUST CO$8.8M8,7771.25%27q-1.6%-$143.1K
SAPIENT CAPITAL LLC$7.6M7,6440.10%5q-63.1%-$13.1M
Venture Visionary Partners LLC$4.0M4,0270.11%26q-1.0%-$41.0K
Wedmont Private Capital$3.9M3,7010.09%17q+61.1%+$1.5M
ARGUS INVESTORS' COUNSEL, INC.$3.2M3,1772.47%15q-0.6%-$19.0K
Bank of New Hampshire$3.1M3,0760.66%19q-3.3%-$105.1K
Farther Finance Advisors, LLC$2.7M2,7020.02%16q+6.8%+$173.1K
CONGRESS ASSET MANAGEMENT CO$2.7M2,6860.02%32q-22.4%-$775.6K
Acropolis Investment Management, LLC$2.2M2,2440.09%16q-52.1%-$2.4M
GAMMA Investing LLC$2.1M2,0580.07%12q+6.2%+$120.1K
MassMutual Private Wealth & Trust, FSB$1.3M1,3450.04%32q+1.8%+$24.0K
Central Pacific Bank - Trust Division$1.2M1,2420.13%11q+117.5%+$671.5K
Athena Wealth Management, LLC$1.1M1,0960.79%4q+9.2%+$92.1K
FINANCIAL MANAGEMENT NETWORK INC$1.1M9800.15%10qHELD
CANANDAIGUA NATIONAL BANK & TRUST CO$1.0M1,0000.09%14qHELD
Wealth Science Advisors LLC$901.7K9010.38%4q-3.0%-$28.0K
COLLECTIVE FAMILY OFFICE LLC$757.6K7570.16%24qHELD
Everhart Financial Group, Inc.$715.6K7150.04%15qHELD
BOS Asset Management, LLC$683.5K6830.16%13qHELD
TITLEIST ASSET MANAGEMENT, LLC$593.2K5930.04%6q-2.1%-$13.0K
Monument Capital Management$577.5K5770.12%13q+10.7%+$56.0K
Valeo Financial Advisors, LLC$511.1K5110.01%14q+4.9%+$24.0K
GILPIN WEALTH MANAGEMENT, LLC$500.4K5000.34%4qHELD
Apella Capital, LLC$457.8K4410.01%6q+21.8%+$82.0K
Versant Capital Management, Inc$401.3K4010.03%14q-8.9%-$39.0K
Whalen Wealth Management Inc.$382.3K3820.16%2q+7.6%+$27.0K
Vilga Financial Planning LLC$299.2K2990.18%2q-1.6%-$5.0K
Cooper Financial Group$295.1K2950.02%9q-56.7%-$386.1K
MOODY NATIONAL BANK TRUST DIVISION$284.2K2840.02%18qHELD
Avidian Wealth Enterprises, LLC$267.6K2670.01%2q+14.6%+$34.1K
DIVERSIFIED MANAGEMENT INC$265.0K2650.05%2q+2.3%+$6.0K
Sound Income Strategies, LLC$238.4K2270.01%32q+3.7%+$8.4K
Cambridge Financial Group, LLC$228.8K2020.07%2qHELD
First Citizens Financial Corp$227.2K2270.10%2qHELD
Factor Wealth Management LTD$223.2K2230.03%newNEW
Meadowbrook Wealth Management, LLC$207.2K2070.22%2qHELD
Hickory Point Bank & Trust$189.1K1890.11%3qHELD
BURKETT FINANCIAL SERVICES, LLC$164.5K1640.05%8q+13.9%+$20.1K
Retirement Wealth Solutions LLC$124.1K1240.07%8q+1.6%+$2.0K
CoreCap Advisors, LLC$90.1K900.00%9q+18.4%+$14.0K
Bangor Savings Bank$86.1K860.01%18qHELD
General Partner, Inc.$77.1K770.04%11qHELD
Grove Bank & Trust$65.1K650.01%7q+1.6%+$1.0K
TOTH FINANCIAL ADVISORY CORP$64.0K640.01%2q+3.2%+$2.0K
Davis Capital Management$50.0K500.03%13q+4.2%+$2.0K
Sarver Vrooman Wealth Advisors$46.0K460.03%7qHELD
Mn Services Vermogensbeheer B.V.$18.4K18,3780.14%31qHELD
ELEVATION WEALTH PARTNERS, LLC$14.0K140.00%5q+600.0%+$12.0K
Byrne Asset Management LLC$4.1K40.00%15qHELD
Marquette Asset Management, LLC$2.0K20.00%5qHELD
Planning Strategies Inc.$2.0K20.00%2qHELD
AMERICAN NATIONAL BANK & TRUST$2.0K20.00%2qHELD
Noble Wealth Management PBC$1.0K10.00%newNEW
Wealth Enhancement Trust Services, Inc.$1.0K10.00%4q-80.0%-$4.0K
NEVILLE RODIE & SHAW INC$5655650.04%2q+94.8%
CX Institutional$4434430.01%14q+2.8%
PROFESSIONAL ADVISORY SERVICES INC$3003000.04%2qHELD
Polaris Financial Partners$73710.03%newFIRST

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-24Flannery Matthew JohnPresident & CEOSold22,768$22.4M
2026-04-27PINTOFF CRAIG ADAMEVP, Chief Admin. OfficerSold2,466$2.4M
2026-07-24Grace William E.EVP, CFOSold1,500$1.7M
2026-04-24Limoges Andrew B.VP, ControllerSold548$535.9K
2026-04-27Gross Joli L.SVP, Chief LGL & Sustain. Off.Sold306$292.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202661$321.9M321,357221190.0%
Q2 20261,609$75.5B65,491,1512335315113.4%
Q1 20261,460$43.5B57,770,2261085104953.4%
Q4 20251,542$48.5B57,772,5381235054614.0%
Q3 20251,467$58.4B59,041,1651854694623.5%
Q2 20251,361$46.5B59,821,7931464924023.0%
Q1 20251,305$38.3B58,891,6121154684433.6%
Q4 20241,343$43.6B59,398,2751214244044.0%
Q3 20241,249$52.0B61,799,4161464323983.7%
Q2 20241,188$42.0B61,977,230884163914.6%
Q1 20241,191$49.0B64,810,4931653234625.0%
Q4 20231,102$41.9B67,041,2121172984218.2%
Q3 20231,001$30.6B63,930,307712873796.9%
Q2 20231,004$30.1B62,968,8971172913896.8%
Q1 2023994$27.3B64,482,8771383153566.4%
Q4 2022949$24.9B65,878,6441442933156.3%
Q3 2022853$18.5B64,033,8991012732896.4%
Q2 2022832$16.6B64,166,145752752875.8%
Q1 2022909$24.0B64,805,9181032953104.1%
Q4 2021910$23.2B65,276,074932793056.5%
Q3 2021847$24.5B66,112,062752593185.3%
Q2 2021852$22.2B65,366,152992752896.1%
Q1 2021813$22.8B66,530,3791192193053.8%
Q4 2020775$17.8B69,162,0711182012878.1%
Q3 2020675$13.1B70,395,628731912536.2%
Q2 2020660$11.4B71,214,3441001772857.2%
Q1 2020635$7.7B69,429,540792302327.3%
Q4 2019718$13.1B70,512,90310420425810.1%
Q3 2019661$9.3B67,790,317692292449.5%
Q2 2019679$10.6B69,696,4278320925613.1%
Q1 2019684$8.8B69,271,1939223223410.1%
Q4 2018666$8.0B71,034,78481699.4%