Position in URI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$121,423,995
-$11,751,229 QoQ
Shares Held
166,663
+1.3% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.524099530189664.ToString("F0")%
Shared 0.ToString("F0")%
None 95.47590046981034.ToString("F0")%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026LPL Financial LLC holds $148,337,884 across 15 Rental & Leasing Services names. URI ranks #1 (81.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
166,663 | $121,423,995 | |
| 2 | AER |
AerCap Holdings N.V.
|
77,374 | $10,614,165 | |
| 3 | R |
Ryder System Inc
|
26,142 | $5,351,528 | |
| 4 | GATX |
Gatx Corp
|
13,808 | $2,357,577 | |
| 5 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
28,466 | $1,852,851 | |
| 6 | CAR |
Avis Budget Group, Inc.
|
11,348 | $1,655,105 | |
| 7 | HRI |
Herc Holdings Inc
|
13,636 | $1,357,463 | |
| 8 | AL |
SUMISHO AIR LEASE CORP
|
11,950 | $776,033 |
All Filings in URI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $121,423,995 | 166,663 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $133,175,224 | 164,552 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $149,386,151 | 156,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $111,192,045 | 147,587 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $89,816,137 | 143,316 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $95,865,126 | 136,087 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $101,172,524 | 124,946 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $74,543,393 | 115,262 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $99,791,528 | 138,386 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $57,211,833 | 99,773 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,431,539 | 95,444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,825,274 | 84,930 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $30,769,944 | 77,749 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $29,227,963 | 82,235 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,533,680 | 83,421 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $22,385,856 | 92,157 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $30,460,678 | 85,754 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,293,689 | 88,157 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $28,901,542 | 82,357 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,739,833 | 86,956 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $26,836,130 | 81,492 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,867,033 | 85,667 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,931,790 | 85,569 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $12,952,023 | 86,903 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,158,390 | 98,721 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||