§ TRADING COMPANIES & DISTRIBUTORS
NEW YORK STOCK EXCHANGE, INC. · USD · Trading Companies & Distributors

URI

United Rentals Inc
NEW YORK STOCK EXCHANGE, INC. · USDSector · Trading Companies & DistributorsMarket cap · $46120.28TBeta · 1.73
LAST · MARKET CLOSE
1095.26
−21.78 ▼ 1.95%PREV CLOSE · $1117.04
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 1107.43HIGH 1119.31LOW 1089.51VOL 0AVG VOL 52W 525.91 — 1021.47
EVENTSJUL 24 · GWE SELL
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

URI reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
686 increased/new, 538 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$2M
1 txn · 90d
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E18.5P/S
EV/EBITDAP/B5.74
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend1.00%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for URI. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
VANGUARD CAPITAL MANAGEMENT LLC4.1M0.0%
VANGUARD CAPITAL MANAGEMENT LLC4.1M0.0%
State Street3.0M0.1%−0%
Capital Research Global Investors2.7M0.3%+27%
VANGUARD PORTFOLIO MANAGEMENT LLC2.7M0.1%
Capital World Investors2.2M0.2%−19%
AC INTELLIGENCE

Top institutional owners for URI as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER36.6% · 1,222 holders
DEALER / BANK22.8% · 100 holders
QUALITY / COMPOUNDER20.5% · 42 holders
PASSIVE / INDEX13.9% · 13 holders
INCOME / DEFENSIVE3.8% · 47 holders
DEEP VALUE1.5% · 4 holders
SYSTEMATIC / QUANT1.3% · 18 holders
TACTICAL / MACRO0.8% · 6 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
JUL 24Grace William E.SELL2K−$2M
APR 27Gross Joli L.SELL306−$292K
APR 27PINTOFF CRAIG ADAMSELL2K−$2M
APR 24Limoges Andrew B.SELL548−$536K
APR 24Flannery Matthew JohnSELL23K−$22M
FEB 09Grace William E.SELL1K−$1M
AC INTELLIGENCE

1 insider buy, 7 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES