Position in URI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,271,750,281
+$7,834,439 QoQ
Shares Held
1,745,567
+11.8% QoQ
Ownership
2.79%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 55.24697705673859.ToString("F0")%
Shared 0.ToString("F0")%
None 44.75302294326141.ToString("F0")%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Mar 31, 2026MORGAN STANLEY holds $2,567,078,481 across 18 Rental & Leasing Services names. URI ranks #1 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
1,745,567 | $1,271,750,281 | |
| 2 | CAR |
Avis Budget Group, Inc.
|
2,117,735 | $308,871,647 | |
| 3 | AER |
AerCap Holdings N.V.
|
1,840,367 | $252,461,539 | |
| 4 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,812,539 | $183,068,161 | |
| 5 | AL |
SUMISHO AIR LEASE CORP
|
2,304,844 | $149,676,563 | |
| 6 | R |
Ryder System Inc
|
553,832 | $113,374,945 | |
| 7 | MGRC |
Mcgrath Rentcorp
|
493,535 | $54,427,033 | |
| 8 | GATX |
Gatx Corp
|
315,820 | $53,923,102 |
All Filings in URI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,271,750,281 | 1,745,567 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,263,915,842 | 1,561,701 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,641,809,937 | 1,719,785 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,122,832,695 | 1,490,354 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,053,964,622 | 1,681,769 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,050,906,826 | 1,491,833 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,364,616,905 | 1,685,274 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,082,123,501 | 1,673,223 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,031,888,933 | 1,430,973 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $860,595,035 | 1,500,811 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $643,327,458 | 1,447,078 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $662,652,652 | 1,487,870 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $681,850,147 | 1,722,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $624,120,711 | 1,756,009 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $428,153,971 | 1,585,051 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $417,405,607 | 1,718,355 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $490,644,110 | 1,381,279 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $456,025,487 | 1,372,372 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $463,611,511 | 1,321,094 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $423,322,117 | 1,326,987 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $391,120,163 | 1,187,696 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $307,229,025 | 1,324,777 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $209,324,089 | 1,199,565 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $156,259,492 | 1,048,440 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $122,191,893 | 1,187,482 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||