Position in URI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,869,885
+$9,618,313 QoQ
Shares Held
23,718
+0.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#207
of 1,588 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $35,836,978 across 12 Rental & Leasing Services names. URI ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
23,718 | $26,869,885 | |
| 2 | HRI |
Herc Holdings Inc
|
13,956 | $2,000,453 | |
| 3 | R |
Ryder System Inc
|
6,823 | $1,799,702 | |
| 4 | AER |
AerCap Holdings N.V.
|
7,795 | $1,136,355 | |
| 5 | GATX |
Gatx Corp
|
6,358 | $1,126,574 | |
| 6 | MGRC |
Mcgrath Rentcorp
|
8,767 | $1,061,070 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
8,838 | $661,170 | |
| 8 | EQPT |
EquipmentShare.com Inc
|
17,380 | $341,690 |
All Filings in URI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,869,885 | 23,718 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,251,572 | 23,679 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,553,171 | 24,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,170,069 | 23,223 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $17,763,665 | 23,578 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $14,731,836 | 23,507 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,309,194 | 23,152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,705,572 | 23,101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,417,396 | 23,839 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $17,258,325 | 23,933 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,040,984 | 33,206 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,068,255 | 33,894 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,344,175 | 29,962 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $6,810,633 | 17,209 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,835,640 | 16,419 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,096,910 | 15,167 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $3,810,043 | 15,685 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $5,578,928 | 15,706 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,425,298 | 16,327 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,021,607 | 17,159 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $6,409,548 | 20,092 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,040,647 | 21,380 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,797,294 | 16,374 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,833,007 | 16,235 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $2,419,813 | 16,236 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,825,137 | 17,737 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||