Follow-The-Filings

Security · featured owners

URI United Rentals Inc.

Industrials COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • Max 5.1%
  • $77M
  • 2 add 2 reduce

URI (United Rentals Inc.) is held in 8 featured 13F books as of 2026 Q2. Muhlenkamp & Co. is the largest tracked holder by portfolio weight (5.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 5.1% (Muhlenkamp & Co.) · not free-float ownership

  1. Muhlenkamp & Co. add 5.1%
  2. David Rolfe reduce 3.9%
  3. Thomas Gayner 0.27%
  4. Murphy Pohlad 0.17%
  5. Torray Investment Partners 0.10%
  6. Jensen Investment Management reduce 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Thomas Gayner - Markel Group 2026 Q2 0.27% Hold 31,150 $35M history
David Rolfe - Wedgewood Partners 2026 Q2 3.9% Reduce −33.6% 16,732 $19M history
Muhlenkamp & Co. 2026 Q2 5.1% Add +0.4% 15,673 $18M history
Jensen Investment Management 2026 Q2 0.05% Reduce −12.4% 1,902 $2M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Hold 756 $856K history
Torray Investment Partners 2026 Q2 0.10% Hold 660 $748K history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.17% Hold 420 $476K history
First Eagle Investment Management 2026 Q2 <0.01% Add +6833.3% 416 $471K history

8 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Jul 24, 2026 Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period May 8, 2026 · 9 forms Filing Doc
4 Period May 4, 2026 Filing Doc
4 Period Apr 27, 2026 · 2 forms Filing Doc
4 Period Apr 24, 2026 · 2 forms Filing Doc
4 Period Mar 31, 2026 Filing Doc
4 Period Mar 4, 2026 · 7 forms Filing Doc
4 Period Mar 2, 2026 Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.4B $3.59B $3.7B
Gross profit $5.81B $6.15B $6.14B
Gross margin * 171.2% 171.4% 166.3%
Net income $2.42B $2.58B $2.49B
Net margin * 71.4% 71.8% 67.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.93B $3.25B $3.61B
Total non-current assets * $22.66B $24.91B $26.26B
Total assets $25.59B $28.16B $29.87B
Total current liabilities $3.64B $3.32B $3.82B
Total non-current liabilities * $13.82B $16.22B $17.08B
Total equity $8.13B $8.62B $8.97B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.7B $4.55B $5.19B
Cash from investing -$2.98B -$4.15B -$3.37B
Cash from financing -$1.47B -$0.274B -$1.84B
Net change in cash $257M $94M $2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders