URI
United Rentals, Inc. · Industrials · Rental & Leasing Services
Señales de momentum (gestores comparables):
amplitud de titulares -4.3% ·
flujo de acciones +4.6% ·
nuevas posiciones netas -9.1%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 169 | -4 | 46.06M | $51.74B | +2 | −5 |
| Q1 2026 | 175 | +2 | 46.10M | $33.63B | +4 | −3 |
| Q4 2025 | 172 | +1 | 48.94M | $39.36B | +3 | −1 |
| Q3 2025 | 22 | -1 | 26.61M | $25.40B | — | −2 |
| Q2 2025 | 21 | -1 | 21.94M | $16.53B | +1 | −2 |
| Q1 2025 | 19 | +1 | 8.69M | $5.44B | +2 | −1 |
| Q4 2024 | 18 | +1 | 9.26M | $6.52B | +1 | — |
| Q3 2024 | 16 | -1 | 5.33M | $4.31B | +1 | −2 |
| Q2 2024 | 17 | — | 5.56M | $3.59B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 7.48M | -0.2% | $7.14B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 4.97M | -0.8% | $4.75B | 0.1% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (pasivo) | 3.00M | -2.5% | $2.86B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | Capital World Investors ✦ | 2.68M | +6.7% | $2.56B | 0.3% | ▲ Add | 6 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 2.17M | — | $2.08B | 0.1% | n/c | 1 | SEC ↗ ×36 |
| 6 | Morgan Stanley ✦ | 1.72M | — | $1.64B | 0.1% | n/c | 1 | SEC ↗ ×21 |
| 7 | Geode Capital Management ✦ (pasivo) | 1.65M | +0.2% | $1.56B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Fidelity (FMR) ✦ | 1.57M | +185.6% | $1.50B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Goldman Sachs Group ✦ | 634.14K | — | $605.38M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 10 | Marshall Wace ✦ | 184.54K | +22.8% | $176.17M | 0.2% | ▲ Add | 6 | SEC ↗ ×3 |
| 11 | T. Rowe Price ✦ | 102.70K | -11.7% | $98.04M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 88.58K | -18.2% | $84.57M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 78.06K | +3438.7% | $74.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 62.33K | +6447.7% | $59.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Fisher Asset Management ✦ | 60.71K | +8.0% | $57.96M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 49.17K | -34.0% | $46.94M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 31.83K | -3.8% | $30.39M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 18 | Markel Group ✦ | 31.15K | 0.0% | $29.74M | 0.2% | Held | 6 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 30.06K | +8.1% | $28.51M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 20 | Gotham Asset Management ✦ | 17.33K | +27.3% | $16.54M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 21 | Wellington Management ✦ | 1.69K | +48.1% | $1.61M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 22 | Baillie Gifford ✦ | 22 | 0.0% | $21,003 | 0.0% | Held | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Norges Bank | $776.10M | era 0.1% |
| Arrowstreet Capital | $12.72M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,443 tenedores, 54.28M acciones, $38.70B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.