Equipment Rental and Leasing, Not Elsewhere Classified - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-24 NPORT-P URI / United Rentals LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF 2,272 2,293 0.92
2025-09-24 NPORT-P URI / United Rentals TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A 283 283 0.00
2025-09-24 NPORT-P PRG / PROG Holdings CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 201,283 206,283 2.48
2025-09-24 NPORT-P URI / United Rentals TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 40
2025-09-24 NPORT-P CAI / Caris Life Sciences CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class -5,061
2025-09-23 NPORT-P CAI / Caris Life Sciences Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 41,081
2025-09-23 NPORT-P AER / AerCap Holdings N.V. FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 17,806 15,885 -10.79
2025-09-23 NPORT-P UPBD / Upbound Group QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 210,937 65,775 -68.82
2025-09-23 NPORT-P MGRC / McGrath RentCorp FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 634,545 618,598 -2.51
2025-09-23 NPORT-P 2588 / BOC Aviation MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 71,151 65,862 -7.43
2025-09-23 NPORT-P AER / AerCap Holdings N.V. CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 18,072 18,072 0.00
2025-09-23 NPORT-P AER / AerCap Holdings N.V. FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 143,135 143,135 0.00
2025-09-23 NPORT-P MGRC / McGrath RentCorp FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 32,165 32,165 0.00
2025-09-23 NPORT-P UPBD / Upbound Group MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C 156,975 151,384 -3.56
2025-09-23 NPORT-P MGRC / McGrath RentCorp SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 245,865 245,865 0.00
2025-09-23 NPORT-P CAI / Caris Life Sciences SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A 673,431
2025-09-23 NPORT-P CAI / Caris Life Sciences LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 414,863
2025-09-23 NPORT-P CAI / Caris Life Sciences ARKG - Ark ETF Trust - ARK Genomic Revolution ETF 189,005
2025-09-23 NPORT-P UPBD / Upbound Group GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 19,050 29,088 52.69
2025-09-23 NPORT-P URI / United Rentals LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A 45,800 38,300 -16.38
2025-09-23 NPORT-P URI / United Rentals GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 1,698 1,808 6.48
2025-09-23 NPORT-P URI / United Rentals FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 5,309 4,114 -22.51
2025-09-23 NPORT-P URI / United Rentals FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class 3,331
2025-09-23 NPORT-P AL / Air Lease GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class 2,574 1,953 -24.13
2025-09-23 NPORT-P PRG / PROG Holdings LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 218,090 222,990 2.25
2025-09-23 NPORT-P CTOS / Custom Truck One Source GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 63,311 38,450 -39.27
2025-09-23 NPORT-P URI / United Rentals MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 287 283 -1.39
2025-09-23 NPORT-P URI / United Rentals PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 6,645 9,001 35.46
2025-09-23 NPORT-P URI / United Rentals CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A 2,320 2,220 -4.31
2025-09-23 13F-HR PRG / PROG Holdings Caldwell Trust Co 663
2025-09-23 NPORT-P URI / United Rentals GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class 3,116 3,116 0.00
2025-09-23 NPORT-P URI / United Rentals MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 2,018 2,033 0.74
2025-09-23 13F-HR URI / United Rentals Caldwell Trust Co 2,564
2025-09-23 NPORT-P URI / United Rentals PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 535,502 535,502 0.00
2025-09-23 NPORT-P URI / United Rentals FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A 54,446 54,446 0.00
2025-09-23 NPORT-P URI / United Rentals FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 90,000 90,000 0.00
2025-09-23 NPORT-P URI / United Rentals PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 2,895 4,095 41.45
2025-09-23 NPORT-P URI / United Rentals Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 37,374 35,662 -4.58
2025-09-23 NPORT-P CTOS / Custom Truck One Source LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R 1,308,368 1,338,068 2.27
2025-09-23 NPORT-P PRG / PROG Holdings GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 0 3,375
2025-09-23 NPORT-P URI / United Rentals LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A 7,946 7,946 0.00
2025-09-23 NPORT-P URI / United Rentals FRBSX - Franklin Value Investors Trust - Franklin Mutual U.s. Value Fund Class A 10,025
2025-09-22 NPORT-P URI / United Rentals TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 5,490 5,490 0.00
2025-09-22 13F-HR URI / United Rentals Caldwell Trust Co 2,564 2,691 4.95
2025-09-22 NPORT-P URI / United Rentals TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 82 77 -6.10
2025-09-22 NPORT-P URI / United Rentals GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 120 5,390 4,391.67
2025-09-22 NPORT-P URI / United Rentals IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 1,648 1,576 -4.37
2025-09-22 13F-HR PRG / PROG Holdings Caldwell Trust Co 663 663 0.00
2025-09-22 NPORT-P AER / AerCap Holdings N.V. TRWAX - TRANSAMERICA FUNDS - Transamerica International Equity A 539,549 500,149 -7.30
2025-09-22 NPORT-P MGRC / McGrath RentCorp MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 14,300 18,125 26.75
2025-09-22 NPORT-P TRTN.PRE / Triton International Limited - Preferred Stock TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 100,000 100,000 0.00
2025-09-17 NPORT-P 2588 / BOC Aviation NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A 83,471 61,293 -26.57
2025-09-17 NPORT-P MGRC / McGrath RentCorp GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 2,114 2,114 0.00
2025-09-17 NPORT-P MGRC / McGrath RentCorp NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 979 979 0.00
2025-09-17 NPORT-P UPBD / Upbound Group GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4,707 4,707 0.00
2025-09-17 NPORT-P AER / AerCap Holdings N.V. GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 8,411 7,628 -9.31
2025-09-17 NPORT-P CTOS / Custom Truck One Source GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 4,488 5,828 29.86
2025-09-17 NPORT-P URI / United Rentals NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 1,659 1,704 2.71
2025-09-17 NPORT-P URI / United Rentals NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 4,966 4,762 -4.11
2025-09-17 NPORT-P PRG / PROG Holdings GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 415 415 0.00
2025-09-17 NPORT-P PRG / PROG Holdings GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 3,412 3,655 7.12
2025-09-17 NPORT-P PRG / PROG Holdings NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,602 1,602 0.00
2025-09-17 NPORT-P URI / United Rentals GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 2,043 1,981 -3.03
2025-09-15 13F-HR/A CTOS / Custom Truck One Source Charles Schwab Investment Management Inc 443,473 432,272 -2.53
2025-09-15 13F-HR/A URI / United Rentals Charles Schwab Investment Management Inc 445,214 460,871 3.52
2025-09-15 13F-HR/A PRG / PROG Holdings Charles Schwab Investment Management Inc 937,372 816,087 -12.94
2025-09-15 13F-HR/A URI / United Rentals Migdal Insurance & Financial Holdings Ltd. 49 0 -100.00
2025-09-15 13F-HR/A AL / Air Lease Charles Schwab Investment Management Inc 1,141,594 1,146,621 0.44
2025-09-15 13F-HR/A AER / AerCap Holdings N.V. Charles Schwab Investment Management Inc 234,487 241,066 2.81
2025-09-15 13F-HR/A MGRC / McGrath RentCorp Charles Schwab Investment Management Inc 293,499 290,364 -1.07
2025-09-15 13F-HR/A UPBD / Upbound Group Charles Schwab Investment Management Inc 974,186 1,051,636 7.95
2025-09-12 NPORT-P UPBD / Upbound Group AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 159,678 169,517 6.16
2025-09-12 13F-HR/A URI / United Rentals Valeo Financial Advisors, LLC 742 930 25.34
2025-09-12 NPORT-P URI / United Rentals AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 15,973 13,938 -12.74
2025-09-12 NPORT-P PRG / PROG Holdings AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class 110,931 207,497 87.05
2025-09-11 13F-HR URI / United Rentals Silicon Valley Capital Partners 71 0 -100.00
2025-09-10 NPORT-P AER / AerCap Holdings N.V. Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 25,764 24,926 -3.25
2025-09-10 NPORT-P 2588 / BOC Aviation Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 10,100 10,100 0.00
2025-09-10 NPORT-P PRG / PROG Holdings VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares 182,929 171,472 -6.26
2025-09-09 13F-HR/A URI / United Rentals Banque Transatlantique SA 34 34 0.00
2025-09-05 SCHEDULE 13G KPLT / Katapult Holdings Blue Owl Capital Holdings LP 667,685
2025-09-05 13F-HR URI / United Rentals Abn Amro Investment Solutions 38,295 22,642 -40.87
2025-09-05 13F-HR URI / United Rentals Abn Amro Investment Solutions 21,602 16,315 -24.47
2025-09-05 13F-HR URI / United Rentals Abn Amro Investment Solutions 22,642 21,602 -4.59
2025-09-05 13F-HR URI / United Rentals Abn Amro Investment Solutions 16,315 6,766 -58.53
2025-09-05 13F-HR URI / United Rentals Abn Amro Investment Solutions 38,295
2025-09-04 13F-HR/A AL / Air Lease Advisor Group Holdings, Inc. 20,888 14,529 -30.44
2025-09-04 13F-HR/A CTOS / Custom Truck One Source Advisor Group Holdings, Inc. 825 4,133 400.97
2025-09-04 13F-HR/A URI / United Rentals Advisor Group Holdings, Inc. 15,652 16,176 3.35
2025-09-04 13F-HR/A FPAY / FlexShopper Advisor Group Holdings, Inc. 0 500
2025-09-04 13F-HR URI / United Rentals Abn Amro Investment Solutions 6,240 6,607 5.88