Position in URI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,944,059
+$4,240,995 QoQ
Shares Held
10,543
-0.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#328
of 1,581 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $14,750,061 across 15 Rental & Leasing Services names. URI ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
10,543 | $11,944,059 | |
| 2 | HRI |
Herc Holdings Inc
|
17,353 | $2,487,379 | |
| 3 | HTZ |
Hertz Global Holdings, Inc
|
96,376 | $218,291 | |
| 4 | R |
Ryder System Inc
|
205 | $54,072 | |
| 5 | AER |
AerCap Holdings N.V.
|
122 | $17,785 | |
| 6 | CTOS |
Custom Truck One Source, Inc.
|
834 | $9,849 | |
| 7 | GATX |
Gatx Corp
|
40 | $7,087 | |
| 8 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
50 | $3,740 |
All Filings in URI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,944,059 | 10,543 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,703,064 | 10,573 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,126,892 | 2,628 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $727,031 | 965 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,894,514 | 3,023 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,424,682 | 3,442 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,553,888 | 3,154 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,252,069 | 1,936 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,361,814 | 4,662 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,812,051 | 4,904 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,523,379 | 5,676 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,212,598 | 4,968 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,892,128 | 4,781 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $248 | 1,384 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $765,520 | 2,834 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $734,802 | 3,025 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $650,034 | 1,830 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $395,757 | 1,191 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $360,054 | 1,026 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $346,444 | 1,086 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $399,453 | 1,213 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $311,455 | 1,343 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $150,768 | 864 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $58,572 | 393 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $244,490 | 2,376 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||