# United Rentals institutional holdings

> Live situation record from CLSTR: https://clstr.news/situations/united-rentals-institutional-holdings
> Updated: 2026-08-03T09:44:50.000Z. Sources: 2. Developments: 2.

In mid‑July 2026, several large investors altered their positions in United Rentals. Calamos Advisors cut its stake by roughly a quarter, while firms such as AMF Tjanstepension, J. Safra Sarasin, Applied Finance Capital, LGT Fund Management and International Assets Investment increased their holdings. Analysts highlighted margin compression in the Specialty segment and said the upcoming second‑quarter report would need to show margin recovery for a rating upgrade.

By early August 2026, Pine Valley Investments also reduced its holding by about 20 %. At the same time United Rentals reported earnings that beat expectations, posting a net margin of 15.67 % and prompting Argus and other analysts to reaffirm a "buy" rating with price targets ranging from $715 to $1,335. The stock rose roughly 10 % in midday trading, lifting the market value to about $70.8 billion.

## Timeline

### 2026-08-03: United Rentals stock moves: Pine Valley reduces stake, analysts keep buy rating

Pine Valley cut its United Rentals stake by 20%, while Argus and other analysts kept buy ratings with price targets near $1,250, as the stock rose to about $1,137.

2 sources. https://clstr.news/cluster/united-rentals-stock-moves-pine-valley-reduces-stake-analysts-keep-buy-rating

### 2026-07-13: United Rentals faces institutional sell‑off and margin pressure ahead of Q2 earnings

Calamos trimmed its United Rentals stake as other investors added shares, while analysts warn of margin pressure ahead of the Q2 earnings report.

2 sources. https://clstr.news/cluster/united-rentals-faces-institutional-selloff-and-margin-pressure-ahead-of-q2-earnings

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Cite as: United Rentals institutional holdings. CLSTR, https://clstr.news/situations/united-rentals-institutional-holdings