URI United Rentals, Inc. Common Stock

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$1097,47
Precio · Ago 24, 2026
Fundamentales a fecha de Jul 22, 2026

Acerca de United Rentals, Inc. Common Stock Descripción general de la empresa de Wikipedia

United Rentals, Inc. is an American equipment rental company, with about 16 percent of the North American market share as of 2022. It owns the largest rental fleet in the world with approximately 4,800 classes of equipment totaling about $20.59 billion in original equipment cost (OEC) as of 2025. The company has a combined total of 1,625 locations, including an integrated network of 1,504 rental locations in North America, 38 in Europe, 23 in Australia and 19 in New Zealand. In North America, the company operates in 49 U.S. states and Puerto Rico and in every Canadian province. In 2017, United Rentals' revenue totaled more than $6.64 billion, with over $1.35 billion in profit.

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United Rentals, Inc. is an American equipment rental company, with about 16 percent of the North American market share as of 2022. It owns the largest rental fleet in the world with approximately 4,800 classes of equipment totaling about $20.59 billion in original equipment cost (OEC) as of 2025. The company has a combined total of 1,625 locations, including an integrated network of 1,504 rental locations in North America, 38 in Europe, 23 in Australia and 19 in New Zealand. In North America, the company operates in 49 U.S. states and Puerto Rico and in every Canadian province. In 2017, United Rentals' revenue totaled more than $6.64 billion, with over $1.35 billion in profit.

In the year 2024, United Rentals revenue totaled $15.35 billion. It is ranked #298 on the Fortune 500 as of 2024, #555 on the Forbes Global 2000 list of the world's largest public companies, and, as of 2025, ranked as the largest rental equipment company in North America according to the Rental Equipment Register.

URI was founded in 1997 by Brad Jacobs and grew primarily through acquisition. It offers general, aerial, and specialty rentals to a customer base that includes construction and industrial companies; utilities; municipalities; and homeowners. In addition to rentals, the company offers new and used equipment sales, servicing, and safety training.

Since 2019, United Rentals has been led by Matthew Flannery (President & CEO), Michael Durand (Executive Vice President & COO), and Ted Grace (Executive Vice President & CFO). The company is headquartered in Stamford, Connecticut. In 2019, United Rentals was announced the 6th best stock of the 2010s, with a total return of 1,559%.

In 2025 United Rental's Power and HVAC Boise Branch were announced as sponsors of the Heterosexual Awesomeness Festival, providing financial backing and supplying all power needs for the stage, kid's zone, and vendors. Branch manager Paul Mitchell stated, "We're proud to support an event that celebrates the strength and unity of traditional families." The event was poorly attended, and drew criticism for its anti-LGBTQ+ mission.

History

United Rentals was founded in September 1997. Then-chairman and CEO Hector Salazar Jr. planned to grow the company through acquisition and consolidation, beginning in October 1997 with six small leasing companies scattered across North America.

In December 1997, three months after forming, United Rentals began trading on the New York Stock Exchange under the symbol URI.

In June 1998, it acquired U.S. Rentals, Inc., for a sum variously reported as $1.2 billion and $1.31 billion. The acquisition made United Rentals the largest equipment rental company in North America.

On December 26, 2006, United Rentals announced the sale of their Highway Technology division to HTS Acquisition, Inc.

On July 23, 2007, United Rentals announced a definitive agreement to sell itself to Cerberus Capital Management in a transaction valued at approximately $6.6 billion, including the assumption of approximately $2.6 billion in debt obligations. URI's board of directors approved the merger agreement and recommended that stockholders do the same.

On November 15, 2007, the company announced that Cerberus was not prepared to proceed with the purchase on the terms set forth in its merger agreement. Cerberus confirmed that there had not been a material adverse change at United Rentals, which would have let it bow out of the deal without penalty. On December 21, 2007, a Delaware Chancery Court ruling denied United Rentals' attempt to force Cerberus to follow through on the takeover bid. However, the court did order Cerberus to pay the $100 million termination fee stipulated in the original agreement.

On December 16, 2011, United Rentals and RSC Holdings, Inc. announced that they had entered into a definitive merger agreement, under which United Rentals would acquire RSC in a cash-and-stock transaction. The largest merger in rental equipment history was finalized on April 30, 2012, boosting URI to what was at the time a 13 percent market share of the equipment rental industry.

In 2013, United Rentals moved its headquarters from Greenwich, Connecticut, to Stamford, Connecticut. On March 9, 2014, the company announced plans to acquire National Pump for $780 million. This made United Rentals the second-largest pump rental company in North America. The transaction was finalized on March 31, 2014. In June 2014, United Rentals was first listed on the Fortune 500. Based on its 2013 revenues of $4.955 billion, the company was ranked exactly 500th. It had previously made it as high as 517 in 2002, before falling back down. On September 19, 2014, URI was added to the S&P 500 Index.

On January 25, 2017, United Rentals announced the purchase of NES Rentals, a competing general equipment rentals company, for approximately $965 million. It completed the acquisition on April 3, 2017. On August 22, 2017, United Rentals announced it had acquired all power generation assets, primarily mobile generator sets, from Cummins Inc. To maintain fleet and customer service continuity, a small number of Cummins employees joined United Rentals. On October 2, 2017, United Rentals announced it had completed the acquisition of Neff Corporation, a competing general equipment rentals company, for approximately $1.3 billion. In the transaction, United Rentals acquired approximately $867 million in equipment (based on original equipment cost) and Neff's 69 rental facility locations in the United States. On October 4, 2017, United Rentals announced it had acquired the assets of Superior Speedie Portable Services, Inc. and Superior Logistics Services, Inc. (together "Superior Speedie"), which includes a fleet of over 8,000 portable toilets and over 130 restroom trailers. This new specialty division is named United Rentals Reliable Onsite Services.

On March 1, 2018, United Rentals acquired certain assets of Industrial Rental Services, LLC, expanding its Tool Solutions specialty division to include two-way radio communications and industrial blind services.

On July 2, 2018, United Rentals announced it had agreed to purchase BakerCorp International for about $715 million in cash, enhancing its Pump Solutions division. BakerCorp is a leading provider of tank, pump, filtration, and trench shoring rentals, with about 950 employees, 46 locations in North America, and another 11 locations in Europe. Following the transaction, United Rentals changed the name of its Pump Solutions division to United Rentals Fluid Solutions.

On September 11, 2018, United Rentals announced an agreement to add BlueLine Rental, one of the top ten rental equipment companies in North America, to its growing list of acquisitions. United Rentals' board of directors unanimously approved the deal to purchase BlueLine from Platinum Equity for about $2.1 billion in cash. BlueLine had 114 locations in 25 US states, Canada, and Puerto Rico, and approximately 46,000 rental assets marketed primarily to mid-sized and local accounts.

On May 25 2021, United Rentals acquired General Finance Corporation, a provider of mobile storage and office containers, mobile offices and modular building solutions operating in North America, New Zealand and Australia. At the time of acquisition, General Finance operated brands including Pac Van, Container King, Southern Frac, Lone Star Tank Rental, and Royal Wolf. On December 7, 2022, United Rentals completed the acquisition of Ahern Rentals, Inc. for approximately $2.0 billion in cash, adding Ahern's 106 rental facilities and approximately 66,000 rental assets. On March 15, 2024, United Access completed the acquisition of Yak Access, Yak Mat and New South Access & Environmental Solutions from Platinum Equity for approximately $1.1 billion.

Operations

United Rentals is primarily a provider of construction and industrial equipment: trucks, aerial work platforms, counterbalance forklifts, reach forklifts, earth movers, compressors, homeowner equipment, and similar devices. Together, these are considered general and aerial rentals, and they make up the bulk of URI's rental fleet and customer base.

The company also rents equipment in five primary specialty fields:

Trench safety includes shoring equipment for excavation in confined spaces and below-ground construction sites, and the training necessary to safely handle such equipment.

Power & HVAC includes temporary power generators and mobile climate control. These devices are often used during commercial renovations, on television and movie sets, or in response to natural disasters.

Tool solutions involve renting out trailers stocked with tools and supplies. They are often used at large construction sites or during refinery shutdowns.

Fluid solutions include the devices and supplies necessary for transferring, containing or removing liquids. They tend to have applications in mining and agriculture.

Reliable Onsite Services involve the renting of portable toilets, restroom and shower trailers and, as of 2021, mobile and modular offices and mobile storage.

Additional specialty fields include:

Radio Services involve the renting of portable radios. United Rentals is an authorized dealer for Motorola and can provide a variety of handheld and portable radio solutions.

Sports & Entertainment involve the renting of equipment that covers anything from movie production to large events like the Super Bowl.

Drone Services involve providing drone services to scope out job sites and survey projects. Can be used on anything from large job sites to nuclear silos, etc.

Matting services involve wood and composite matting for protecting surfaces during construction and maintenance.

Canada

United Rentals of Canada, Inc., a subsidiary of United Rentals, has agreed to acquire WesternOne Rentals & Sales LP with an all cash purchase of $91.8 million. The acquisition will add 330 employees and twelve locations in Alberta, British Columbia, and Manitoba.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

URI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$1097.47
Capitalización Bursátil
$69.14B
P/E (TTM)
28.4
BPA (TTM)
$38.61
Ingresos (TTM)
$16.10B
Rendimiento div.
0.67%
ROE
28.4%
Deuda/Capital
Rango 52S
$702 – $1179

URI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $16.10B
10-point trend, +179.4%
2016-12-31 2025-12-31
BPA $38.61
10-point trend, +498.6%
2016-12-31 2025-12-31
Flujo de caja libre
9-point trend, -77.6%
2016-12-31 2024-12-31
Márgenes 15.5%
10-point trend, -8.5%
2016-12-31 2025-12-31

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
URI
Mediana de Pares
P/E (TTM)
5-point trend, +20.1%
28.4
25.1
P/S (TTM) (P/V (TTM))
5-point trend, +28.1%
4.3
1.8
P/B (P/C)
5-point trend, +41.8%
7.7
4.9

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
URI
Mediana de Pares
Gross Margin (Margen Bruto)
5-point trend, -3.8%
38.2%
28.0%
Operating Margin (Margen Operativo)
5-point trend, +5.3%
24.7%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +8.5%
15.5%
6.8%
ROA
5-point trend, +18.5%
8.6%
8.4%
ROE
5-point trend, +7.8%
28.4%
21.6%
ROIC
5-point trend, +16.0%
33.1%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
URI
Mediana de Pares
Current Ratio (Ratio corriente)
5-point trend, +14.3%
0.9
2.4
Quick Ratio (Ratio Rápido)
5-point trend, +11.1%
0.8

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
URI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +65.7%
4.9%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +65.7%
11.4%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +65.7%
13.6%
EPS YoY (EPS interanual)
5-point trend, +102.8%
-0.21%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +79.9%
-3.1%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
URI
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +102.8%
$38.61

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
URI
Mediana de Pares
Payout Ratio (Ratio de Pago)
3-point trend, +11.0%
18.6%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
0.67%
Ratio de Pago
18.6%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
12 de agosto de 2026$1,9700
13 de mayo de 2026$1,9700
11 de febrero de 2026$1,9700
12 de noviembre de 2025$1,7900
13 de agosto de 2025$1,7900
14 de mayo de 2025$1,7900
12 de febrero de 2025$1,7900
13 de noviembre de 2024$1,6300
14 de agosto de 2024$1,6300
7 de mayo de 2024$1,6300
13 de febrero de 2024$1,6300
7 de noviembre de 2023$1,4800
8 de agosto de 2023$1,4800
9 de mayo de 2023$1,4800
7 de febrero de 2023$1,4800

URI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 27 analistas
  • Compra fuerte 6 22,2%
  • Compra 15 55,6%
  • Mantener 5 18,5%
  • Venta 1 3,7%
  • Venta fuerte 0 0,0%

Precio objetivo a 12 meses

21 analistas · 2026-08-19
Objetivo mediano $1317.00 +20,0%
Objetivo medio $1272.43 +15,9%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
0.00%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $12.76 $11.64 1.1%
31 de marzo de 2026 $9.71 $9.06 0.65%
31 de diciembre de 2025 $11.09 $11.89 -0.80%
30 de septiembre de 2025 $11.70 $12.42 -0.72%
30 de junio de 2025 $10.47 $10.65 -0.18%
31 de marzo de 2025 $8.86 $8.91 -0.06%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
URI $51.06B 21.0 4.9% 15.5% 28.4% 38.2%
GWW $47.85B 28.5 4.5% 9.5% 48.1% 39.1%
FAST $46.07B 36.8 8.7% 15.3% 33.0% 45.0%
FERG 24.0 3.8% 6.0% 32.3% 30.7%
SUNB $31.40B 24.3 3.4% 11.9% 17.7% 38.5%
WCC $11.90B 18.7 7.8% 2.7% 12.8%
QXO $13.01B -30.6 11925.0% -4.1% -2.9% 23.0%
WSO $13.14B 27.5 -5.0% 6.9% 18.3% 28.1%
AIT $12.44B 30.9 8.8% 8.3% 22.4% 30.3%
CNM 23.1 2.8% 5.8% 23.9% 26.9%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 14
Datos anuales de Estado de resultados para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +183.2% $16.10B $15.35B $14.33B $11.64B $9.72B $8.53B $9.35B $8.05B $6.64B $5.76B $5.82B $5.68B
Cost of Revenue 12-point trend, +206.0% $9.96B $9.20B $8.52B $6.65B $5.86B $5.35B $5.68B $4.68B $3.87B $3.36B $3.34B $3.25B
Gross Profit 12-point trend, +152.6% $6.14B $6.15B $5.81B $5.00B $3.85B $3.18B $3.67B $3.36B $2.77B $2.40B $2.48B $2.43B
SG&A Expense 12-point trend, +128.5% $1.73B $1.65B $1.53B $1.40B $1.20B $979M $1.09B $1.04B $903M $719M $714M $758M
Operating Income 12-point trend, +185.6% $3.97B $4.07B $3.83B $3.23B $2.28B $1.80B $2.15B $1.95B $1.51B $1.42B $1.52B $1.39B
Other Non-op 12-point trend, +478.6% $81M $14M $19M $15M $-7M $8M $10M $6M $5M $5M $12M $14M
Pretax Income 12-point trend, +292.7% $3.34B $3.39B $3.21B $2.80B $1.85B $1.14B $1.51B $1.48B $1.05B $909M $963M $850M
Income Tax 12-point trend, +172.3% $844M $813M $787M $697M $460M $249M $340M $380M $-298M $343M $378M $310M
Net Income 12-point trend, +361.9% $2.49B $2.58B $2.42B $2.10B $1.39B $890M $1.17B $1.10B $1.35B $566M $585M $540M
EPS (Basic) 12-point trend, +598.7% $38.71 $38.82 $35.40 $29.77 $19.14 $12.24 $15.18 $13.26 $15.91 $6.49 $6.14 $5.54
EPS (Diluted) 12-point trend, +649.7% $38.61 $38.69 $35.28 $29.65 $19.04 $12.20 $15.11 $13.12 $15.73 $6.45 $6.07 $5.15
Shares (Basic) 12-point trend, -33.9% 64,439,000 66,345,000 68,470,000 70,703,000 72,432,000 72,658,000 77,341,000 82,652,000 84,599,000 87,217,000 95,170,000 97,489,000
Shares (Diluted) 12-point trend, -38.4% 64,604,000 66,567,000 68,710,000 70,973,000 72,817,000 72,929,000 77,710,000 83,530,000 85,562,000 87,775,000 96,379,000 104,956,000
EBITDA 12-point trend, +53.7% $3.97B $4.07B $3.83B $3.23B $2.28B $1.80B $2.15B $1.95B $1.51B $2.66B $2.76B $2.58B
Balance general 29
Datos anuales de Balance general para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +190.5% $459M $457M $363M $106M $144M $202M $52M $43M $352M $312M $179M $158M
Receivables 12-point trend, +167.0% $2.51B $2.36B $2.23B $2.00B $1.68B $1.31B $1.53B $1.54B $1.23B $920M $930M $940M
Inventory 12-point trend, +207.7% $240M $200M $205M $232M $164M $125M $120M $109M $75M $68M $69M $78M
Prepaid Expense 12-point trend, +227.0% $399M $235M $135M $381M $166M $375M $140M $64M $112M $61M $116M $122M
Other Current Assets 6-point trend, +80.0% · $90M $62M $73M $60M $42M $50M · · · · ·
Current Assets 12-point trend, +178.0% $3.61B $3.25B $2.93B $2.72B $2.15B $2.02B $1.84B $1.76B $1.77B $1.36B $1.29B $1.30B
PP&E (Net) 4-point trend, +40.5% · · · · · · $604M $614M $467M $430M · ·
PP&E (Gross) 4-point trend, +46.3% · · · · · · $1.31B $1.23B $1.00B $897M · ·
Accum. Depreciation 4-point trend, +51.6% · · · · · · $708M $613M $537M $467M · ·
Goodwill 12-point trend, +117.6% $7.12B $6.90B $5.94B $6.03B $5.53B $5.17B $5.15B $5.06B $4.08B $3.26B $3.24B $3.27B
Intangibles 12-point trend, -56.9% $477M $663M $670M $452M $615M $648M $895M $1.08B $875M $742M $905M $1.11B
Other Non-current Assets 12-point trend, +814.3% $64M $49M $43M $47M $42M $38M $19M $16M $10M $6M $10M $7M
Total Assets 12-point trend, +146.2% $29.87B $28.16B $25.59B $24.18B $20.29B $17.87B $18.97B $18.13B $15.03B $11.99B $12.08B $12.13B
Accounts Payable 12-point trend, +172.3% $776M $748M $905M $1.14B $816M $466M $454M $536M $409M $243M $271M $285M
Accrued Liabilities 12-point trend, +155.0% $1.47B $1.40B $1.27B $1.15B $881M $720M $747M $677M $536M $344M $355M $575M
Current Liabilities 12-point trend, +158.4% $3.82B $3.32B $3.64B $2.44B $2.60B $1.89B $2.20B $2.12B $1.67B $1.18B $1.23B $1.48B
Capital Leases 8-point trend, +1124000000.00 $1.12B $1.09B $895M $642M $621M $549M $533M $0 · · · ·
Deferred Tax 12-point trend, +115.7% $3.12B $2.69B $2.70B $2.67B $2.15B $1.77B $1.89B $1.69B $1.42B $1.90B $1.76B $1.44B
Other Non-current Liabilities 12-point trend, +189.2% $188M $216M $173M $154M $144M $138M $91M $83M $120M $67M $54M $65M
Total Liabilities 12-point trend, +102.3% $20.90B $19.54B $17.46B $17.12B $14.30B $13.32B $15.14B $14.73B $11.92B $10.34B $10.61B $10.33B
Long-term Debt 12-point trend, +79.0% $14.30B $13.47B $11.58B $11.45B $9.75B $9.76B $11.52B $11.83B $9.52B $7.84B $8.21B $7.99B
Common Stock Flat — no change across 12 periods $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M $1M
Paid-in Capital 12-point trend, +27.7% $2.77B $2.69B $2.65B $2.63B $2.57B $2.48B $2.44B $2.41B $2.36B $2.29B $2.20B $2.17B
Retained Earnings 12-point trend, +3049.7% $15.84B $13.81B $11.67B $9.66B $7.55B $6.17B $5.28B $4.10B $3.00B $1.65B $1.09B $503M
Treasury Stock 12-point trend, +1071.6% $9.40B $7.48B $5.96B $4.96B $3.96B $3.96B $3.70B $2.87B $2.10B $2.08B $1.56B $802M
AOCI 12-point trend, -236.5% $-249M $-405M $-228M $-264M $-171M $-146M $-186M $-237M $-151M $-218M $-250M $-74M
Stockholders' Equity 12-point trend, +399.3% $8.97B $8.62B $8.13B $7.06B $5.99B $4.54B $3.83B $3.40B $3.11B $1.65B $1.48B $1.80B
Liabilities + Equity 12-point trend, +146.2% $29.87B $28.16B $25.59B $24.18B $20.29B $17.87B $18.97B $18.13B $15.03B $11.99B $12.08B $12.13B
Shares Outstanding 12-point trend, -35.5% 63,095,970 65,000,000 67,000,000 69,000,000 72,000,000 72,000,000 74,000,000 79,872,956 84,463,662 84,222,042 91,776,436 97,877,580
Flujo de Efectivo 16
Datos anuales de Flujo de Efectivo para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, -63.3% $438M $437M $431M $364M $372M $387M $407M $308M $259M $1.25B $1.24B $1.19B
Stock-based Comp 12-point trend, +81.1% $134M $112M $94M $127M $119M $70M $61M $102M $87M $45M $49M $74M
Deferred Tax 12-point trend, +55.2% $405M $-19M $35M $537M $268M $-121M $204M $257M $-533M $123M $336M $261M
Amort. of Intangibles 12-point trend, +16.7% $238M $258M $271M $219M $233M $250M $290M $213M $173M $174M $193M $204M
Restructuring 12-point trend, +200.0% $1M $3M $28M $0 $2M $17M $18M $31M $50M $14M $6M $-1M
Other Non-cash 3-point trend, +90.3% · · · · · · · · · $-26M $-219M $-268M
Operating Cash Flow 12-point trend, +188.2% $5.19B $4.55B $4.70B $4.43B $3.69B $2.66B $3.02B $2.85B $2.21B $1.94B $2.00B $1.80B
CapEx 11-point trend, +3341.7% · $4.13B $3.86B $3.69B $3.20B $1.16B $2.35B $185M $120M $93M $102M $120M
Investing Cash Flow 12-point trend, -68.5% $-3.37B $-4.15B $-2.98B $-5.02B $-3.61B $-223M $-1.71B $-4.55B $-3.68B $-847M $-1.17B $-2.00B
Stock Repurchased 12-point trend, +221.2% $1.97B $1.57B $1.07B $1.07B $34M $286M $870M $817M $56M $528M $789M $613M
Net Stock Activity 12-point trend, -221.2% $-1.97B $-1.57B $-1.07B $-1.07B $-34M $-286M $-870M $-817M $-56M $-528M $-789M $-613M
Dividends Paid 5-point trend, +464000000.00 $464M $434M $406M $0 $0 · · · · · · ·
Financing Cash Flow 12-point trend, -1039.3% $-1.84B $-274M $-1.47B $552M $-140M $-2.29B $-1.30B $1.40B $1.50B $-964M $-775M $196M
Net Change in Cash 12-point trend, +111.8% $2M $94M $257M $-38M $-58M $150M $9M $-309M $40M $133M $21M $-17M
Taxes Paid 12-point trend, +502.0% $602M $994M $493M $326M $202M $318M $238M $71M $205M $99M $60M $100M
Free Cash Flow 11-point trend, -75.3% · $416M $840M $743M $491M $2.46B $2.81B $2.67B $2.11B $1.86B $1.89B $1.68B
Rentabilidad 8
Datos anuales de Rentabilidad para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Gross Margin 12-point trend, -10.8% 38.2% 40.1% 40.6% 42.9% 39.7% 37.3% 39.2% 41.8% 41.7% 41.7% 42.6% 42.8%
Operating Margin 12-point trend, +0.9% 24.7% 26.5% 26.7% 27.8% 23.4% 21.1% 23.0% 24.2% 22.7% 24.6% 26.1% 24.5%
Net Margin 12-point trend, +63.1% 15.5% 16.8% 16.9% 18.1% 14.3% 10.4% 12.6% 13.6% 20.3% 9.8% 10.1% 9.5%
Pretax Margin 12-point trend, +38.7% 20.7% 22.1% 22.4% 24.1% 19.0% 13.4% 16.2% 18.3% 15.8% 15.8% 16.6% 14.9%
EBITDA Margin 12-point trend, -45.7% 24.7% 26.5% 26.7% 27.8% 23.4% 21.1% 23.0% 24.2% 22.7% 46.2% 47.5% 45.5%
ROA 12-point trend, +85.7% 8.6% 9.6% 9.7% 9.5% 7.3% 4.8% 6.3% 6.6% 10.0% 4.7% 4.8% 4.6%
ROE 12-point trend, -4.8% 28.4% 30.7% 31.9% 32.2% 26.3% 21.2% 32.5% 33.7% 56.6% 36.2% 35.8% 29.8%
ROIC 12-point trend, -32.7% 33.1% 35.8% 35.5% 34.4% 28.5% 30.9% 43.6% 42.6% 62.3% 53.5% 62.5% 49.2%
Liquidez y Solvencia 2
Datos anuales de Liquidez y Solvencia para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -9.7% 0.9 1.0 0.8 1.1 0.8 1.1 0.8 0.8 1.1 1.1 1.0 1.0
Quick Ratio 12-point trend, +4.6% 0.8 0.8 0.7 0.9 0.7 0.8 0.7 0.8 1.0 1.0 0.9 0.7
Eficiencia 3
Datos anuales de Eficiencia para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, +13.9% 0.6 0.6 0.6 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5 0.5
Inventory Turnover 12-point trend, +2.9% 45.2 45.4 39.0 33.6 40.6 43.6 49.6 50.9 54.2 49.0 45.4 44.0
Receivables Turnover 12-point trend, +1.5% 6.6 6.7 6.8 6.3 6.5 6.0 6.1 5.8 6.2 6.2 6.2 6.5
Por Acción 6
Datos anuales de Por Acción para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +674.6% $142.13 $132.03 $120.86 $101.82 $82.73 $62.95 $51.50 $42.61 $36.77 $19.57 $16.08 $18.35
Revenue / Share 12-point trend, +360.1% $249.20 $230.52 $208.59 $164.03 $133.43 $116.96 $120.33 $96.34 $77.62 $65.65 $60.36 $54.17
Cash Flow / Share 12-point trend, +368.2% $80.34 $68.29 $68.46 $62.46 $50.66 $36.45 $38.91 $34.16 $26.06 $22.25 $20.70 $17.16
Cash / Share 12-point trend, +350.6% $7.27 $7.00 $5.40 $1.53 $1.99 $2.80 $0.70 $0.54 $4.17 $3.70 $1.95 $1.61
Dividend / Share 3-point trend, +20.9% $7 $7 $6 · · · · · · · · ·
EPS (TTM) 12-point trend, +649.7% $38.61 $38.69 $35.28 $29.65 $19.04 $12.20 $15.11 $13.12 $15.73 $6.45 $6.07 $5.15
Tasas de Crecimiento 9
Datos anuales de Tasas de Crecimiento para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -64.7% 4.9% 7.1% 23.1% 19.8% 13.9% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -39.6% 11.4% 16.5% 18.9% · · · · · · · · ·
Revenue CAGR 5Y 13.6% · · · · · · · · · · ·
EPS YoY 5-point trend, -100.4% -0.21% 9.7% 19.0% 55.7% 56.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -78.3% 9.2% 26.7% 42.5% · · · · · · · · ·
EPS CAGR 5Y 25.9% · · · · · · · · · · ·
Net Income YoY 5-point trend, -105.7% -3.1% 6.2% 15.2% 51.9% 55.7% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -85.3% 5.8% 22.9% 39.6% · · · · · · · · ·
Net Income CAGR 5Y 22.9% · · · · · · · · · · ·
Valoración (TTM) 13
Datos anuales de Valoración (TTM) para URI
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +183.2% $16.10B $15.35B $14.33B $11.64B $9.72B $8.53B $9.35B $8.05B $6.64B $5.76B $5.82B $5.68B
Net Income TTM 12-point trend, +361.9% $2.49B $2.58B $2.42B $2.10B $1.39B $890M $1.17B $1.10B $1.35B $566M $585M $540M
Market Cap 12-point trend, +411.4% $51.06B $46.00B $38.57B $24.65B $24.06B $16.74B $12.40B $8.19B $14.52B $8.89B $6.66B $9.98B
P/E 12-point trend, +5.8% 21.0 18.2 16.3 12.0 17.5 19.0 11.0 7.8 10.9 16.4 12.0 19.8
P/S 12-point trend, +80.6% 3.2 3.0 2.7 2.1 2.5 2.0 1.3 1.0 2.2 1.5 1.1 1.8
P/B 12-point trend, +2.4% 5.7 5.3 4.7 3.5 4.0 3.7 3.2 2.4 4.7 5.4 4.5 5.6
P / Tangible Book 4-point trend, -11.8% 37.2 43.4 25.4 42.2 · · · · · · · ·
P / Cash Flow 12-point trend, +77.5% 9.8 10.1 8.2 5.6 6.5 6.3 4.1 2.9 6.5 4.6 3.3 5.5
P / FCF 11-point trend, +1761.9% · 110.6 45.9 33.2 49.0 6.8 4.4 3.1 6.9 4.8 3.5 5.9
Dividend Yield 5-point trend, +0.01 0.91% 0.94% 1.1% 0.00% 0.00% · · · · · · ·
Earnings Yield 12-point trend, -5.5% 4.8% 5.5% 6.2% 8.3% 5.7% 5.3% 9.1% 12.8% 9.2% 6.1% 8.4% 5.1%
Payout Ratio 3-point trend, +11.0% 18.6% 16.9% 16.8% · · · · · · · · ·
Annual Payout 5-point trend, +464000000.00 $464M $434M $406M $0 $0 · · · · · · ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $16.10B$15.35B$14.33B$11.64B$9.72B
Margen Bruto % 38.2%40.1%40.6%42.9%39.7%
Margen Operativo % 24.7%26.5%26.7%27.8%23.4%
Beneficio neto $2.49B$2.58B$2.42B$2.10B$1.39B
EPS Diluido $38.61$38.69$35.28$29.65$19.04
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ratio corriente 0.91.00.81.10.8
Ratio Rápido 0.80.80.70.90.7
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $416M$840M$743M$491M

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Propietarios institucionales (13F) 1 737 declarantes · $45.7B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
237 (+84 vs trimestre anterior) 88 (-78 vs trimestre anterior) 554 (+14 vs trimestre anterior) 545 (-2 vs trimestre anterior) -887K

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $5 506 760 576 6 804 182 12,04% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $4 635 199 043 4 091 482 10,13% Acciones
STATE STREET CORP $3 391 687 999 2 993 837 7,41% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $3 056 515 695 2 697 981 6,68% Acciones
Capital Research Global Investors $2 178 339 311 1 922 865 4,76% Acciones
Capital World Investors $1 865 571 757 1 646 737 4,08% Acciones
GEODE CAPITAL MANAGEMENT, LLC $1 686 558 212 1 495 407 3,69% Acciones
NORGES BANK $1 437 571 702 1 268 942 3,14% Acciones
DIMENSIONAL FUND ADVISORS LP $917 510 681 809 883 2,01% Acciones
ALLIANCEBERNSTEIN L.P. $726 676 672 997 415 1,59% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $716 129 097 632 126 1,57% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $605 697 373 534 648 1,32% Acciones
NEUBERGER BERMAN GROUP LLC $558 920 331 493 542 1,22% Acciones
Capital International Investors $412 151 958 363 999 0,90% Acciones
FMR LLC $401 707 567 354 586 0,88% Acciones
VANGUARD FIDUCIARY TRUST CO $400 647 681 353 651 0,88% Acciones
Robeco Institutional Asset Management B.V. $341 218 537 301 193 0,75% Acciones
W1M Asset Management Ltd $337 323 040 297 832 0,74% Acciones
Holocene Advisors, LP $330 117 349 291 394 0,72% Acciones
1832 Asset Management L.P. $269 594 966 237 971 0,59% Acciones
UBS Group AG $266 866 967 235 563 0,58% Acciones
GOLDMAN SACHS GROUP INC $257 770 327 227 533 0,56% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $256 328 824 226 261 0,56% Acciones
W1M Investment Management Ltd $226 465 913 237 044 0,50% Acciones
Public Sector Pension Investment Board $224 341 675 198 026 0,49% Acciones
Swiss National Bank $201 291 895 177 680 0,44% Acciones
ROYAL BANK OF CANADA $188 068 000 166 007 0,41% Acciones
ENVESTNET ASSET MANAGEMENT INC $183 151 000 161 667 0,40% Acciones
Findlay Park Partners LLP $180 070 600 158 948 0,39% Acciones
LPL Financial LLC $177 968 023 157 092 0,39% Acciones
JANE STREET GROUP, LLC $176 617 551 155 900 0,39% Opción de compra
BANK OF AMERICA CORP /DE/ $174 233 950 153 796 0,38% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $174 203 362 153 769 0,38% Acciones
Pictet Asset Management Holding SA $174 170 269 153 743 0,38% Acciones
RAYMOND JAMES FINANCIAL INC $172 855 857 152 580 0,38% Acciones
CITADEL ADVISORS LLC $165 855 096 146 400 0,36% Opción de compra
BlackRock, Inc. $163 346 878 144 186 0,36% Acciones
CITADEL ADVISORS LLC $156 225 531 137 900 0,34% Opción de venta
Clearbridge Investments, LLC $154 677 675 136 534 0,34% Acciones
Sumitomo Mitsui Trust Group, Inc. $154 182 930 136 097 0,34% Acciones
Vanguard Global Advisers, LLC $153 039 844 135 088 0,33% Acciones
JANE STREET GROUP, LLC $145 349 787 128 300 0,32% Opción de venta
LAZARD ASSET MANAGEMENT LLC $144 542 036 127 587 0,32% Acciones
UBS Group AG $144 103 608 127 200 0,31% Opción de venta
Legal & General Group Plc $139 662 681 123 280 0,31% Acciones
RHUMBLINE ADVISERS $138 693 914 122 425 0,30% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $137 989 401 121 803 0,30% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $137 603 085 121 462 0,30% Acciones
California Public Employees Retirement System $131 990 748 116 508 0,29% Acciones
AMERIPRISE FINANCIAL INC $124 886 433 110 238 0,27% Acciones
National Pension Service $123 549 585 109 057 0,27% Acciones
EVENTIDE ASSET MANAGEMENT, LLC $117 160 227 103 445 0,26% Acciones
JONES FINANCIAL COMPANIES LLLP $114 620 394 102 188 0,25% Acciones
WORLDQUANT MILLENNIUM ADVISORS LLC $114 225 900 100 827 0,25% Acciones
ARGENT CAPITAL MANAGEMENT LLC $111 347 412 98 286 0,24% Acciones
NORDEA INVESTMENT MANAGEMENT AB $110 538 094 98 236 0,24% Acciones
Cornerstone Investment Partners, LLC $109 314 822 96 492 0,24% Acciones
BNP PARIBAS FINANCIAL MARKETS $108 279 360 95 578 0,24% Acciones
Mariner, LLC $103 297 127 91 191 0,23% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $102 841 488 90 778 0,22% Acciones
GROUPAMA ASSET MANAGMENT $100 574 572 89 561 0,22% Acciones
VICTORY CAPITAL MANAGEMENT INC $97 766 141 86 298 0,21% Acciones
NZS Capital, LLC $97 359 434 85 939 0,21% Acciones
AVIVA PLC $97 066 015 85 680 0,21% Acciones
AMF Tjanstepension AB $94 820 627 83 698 0,21% Acciones
MARSHALL WACE, LLP $86 206 133 76 094 0,19% Acciones
BARCLAYS PLC $84 695 990 74 761 0,19% Acciones
Freestone Grove Partners LP $78 654 287 69 428 0,17% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $77 955 484 68 985 0,17% Acciones
MACKENZIE FINANCIAL CORP $77 580 307 68 480 0,17% Acciones
PRINCIPAL FINANCIAL GROUP INC $77 397 912 68 319 0,17% Acciones
FIRST TRUST ADVISORS LP $76 843 659 67 830 0,17% Acciones
Retirement Systems of Alabama $74 938 408 66 148 0,16% Acciones
TODD ASSET MANAGEMENT LLC $73 745 474 65 095 0,16% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $72 856 729 100 001 0,16% Acciones
MILLENNIUM MANAGEMENT LLC $72 499 296 63 995 0,16% Acciones
Lansforsakringar Fondforvaltning AB (publ) $71 531 807 63 141 0,16% Acciones
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $69 580 971 61 419 0,15% Acciones
AMERICAN CENTURY COMPANIES INC $68 261 383 60 254 0,15% Acciones
WHITTIER TRUST CO $66 531 951 60 501 0,15% Acciones
ATWOOD & PALMER INC $66 412 391 58 622 0,15% Acciones
WOLVERINE TRADING, LLC $65 034 021 68 900 0,14% Opción de compra
PFA Pension, Forsikringsaktieselskab $64 611 312 57 032 0,14% Acciones
Quantinno Capital Management LP $63 605 417 56 144 0,14% Acciones
DANSKE BANK A/S $63 208 465 55 794 0,14% Acciones
Fisher Asset Management, LLC $61 917 744 54 654 0,14% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $61 786 688 54 539 0,14% Acciones
ADAGE CAPITAL PARTNERS GP, L.L.C. $61 049 176 53 888 0,13% Acciones
Walleye Trading LLC $57 437 523 50 700 0,13% Opción de compra
HighTower Advisors, LLC $55 621 005 49 097 0,12% Acciones
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $54 708 391 48 291 0,12% Acciones
Focus Partners Wealth $54 580 262 48 176 0,12% Acciones
KING LUTHER CAPITAL MANAGEMENT CORP $53 953 886 47 625 0,12% Acciones
TD Asset Management Inc $53 606 089 47 318 0,12% Acciones
NATIXIS $53 379 511 47 118 0,12% Acciones
WOLVERINE TRADING, LLC $53 141 007 56 300 0,12% Opción de venta
Edgemoor Investment Advisors, Inc. $51 082 984 70 115 0,11% Acciones
PNC Financial Services Group, Inc. $50 726 283 44 776 0,11% Acciones
JENNISON ASSOCIATES LLC $49 876 616 44 026 0,11% Acciones
AustralianSuper Pty Ltd $49 685 157 43 857 0,11% Acciones

Informantes de la empresa 54 insiders · 21 directivos · 33 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Matthew John Flannery President & CEO 24 de abril de 2026 S 99 980 0 1 $-22 426 025
William E. Grace EVP, CFO 24 de julio de 2026 S 6 062 0 2 $-2 884 478
Jessica Graziano EVP, CFO 29 de julio de 2022 S 21 587 0 0 $0
William B Plummer EVP & Chief Financial Officer 13 de marzo de 2018 M 55 926 0 0 $0
Martin E Welch EVP and CFO 31 de marzo de 2008 M 74 036 0 0 $0
John N Milne President and CFO 8 de abril de 2004 A 1 106 132 0 0 $0
Michael D Durand EVP, Chief Operating Officer 5 de marzo de 2026 F 8 267 0 1 $-1 969 939
Dale A Asplund EVP, Chief Operating Officer 30 de agosto de 2023 S 6 379 0 0 $0
Joli L. Gross SVP, Chief LGL & Sustain. Off. 27 de abril de 2026 S 5 738 0 1 $-292 227
Craig Adam Pintoff EVP, Chief Admin. Officer 27 de abril de 2026 S 14 774 0 1 $-2 374 758
Andrew B. Limoges VP, Controller 24 de abril de 2026 S 1 865 0 1 $-535 867
Anthony S. Leopold SVP 5 de marzo de 2026 F 4 310 0 0 $0
Jeffrey J Fenton SVP, Business Development 30 de junio de 2022 F 22 289 0 0 $0
McDonnell Paul I. EVP, Chief Commercial Officer 11 de marzo de 2020 F 19 623 0 0 $0
Jonathan Mark Gottsegen Sr. VP, General Counsel & Sec. 23 de octubre de 2015 S 11 149 0 0 $0
John J Fahey Vice President - Controller 24 de abril de 2014 S 17 086 0 0 $0
Joseph A. Dixon Vice President - Sales 13 de marzo de 2011 F 28 828 0 0 $0
Kenneth E. Dewitt VP & Chief Information Officer 13 de marzo de 2011 F 34 786 0 0 $0
Roger E Schwed EVP and General Counsel 13 de junio de 2008 M 17 701 0 0 $0
Kurtis T Barker EVP - Corporate Services 10 de marzo de 2008 F 111 079 0 0 $0
Joseph B Sherk Corporate Controller 2 de diciembre de 2004 A 66 872 0 0 $0
Marc A Bruno Consejero 30 de junio de 2026 A 7 745 0 0 $0
Alexander R. Taussig Consejero 8 de mayo de 2026 A 260 0 0 $0
Brandt Julie M Heuer Consejero 8 de mayo de 2026 A 563 0 0 $0
Francisco J Lopez-Balboa Consejero 8 de mayo de 2026 A 1 605 0 0 $0
Terri L. Kelly Consejero 8 de mayo de 2026 A 6 990 0 0 $0
Shiv Singh Consejero 8 de mayo de 2026 A 7 803 1 0 $53 268
Kim Harris Jones Consejero 8 de mayo de 2026 A 5 291 0 0 $0
Larry D De Shon Consejero 8 de mayo de 2026 A 2 123 0 0 $0
Gracia C Martore Consejero 8 de mayo de 2026 A 7 242 0 0 $0
Bobby J Griffin Consejero 9 de mayo de 2024 A 43 374 0 0 $0
Jose B Alvarez Consejero 7 de mayo de 2023 D 10 661 0 0 $0
Michael Kneeland Consejero 11 de marzo de 2022 F 107 163 0 0 $0
Filippo Passerini Consejero 25 de mayo de 2021 S 9 627 0 0 $0
Donald C Roof Consejero 6 de mayo de 2021 A 15 453 0 0 $0
Jason D Papastavrou Consejero 5 de noviembre de 2019 S 28 591 0 0 $0
Jenne K Britell Consejero 22 de octubre de 2018 P 27 497 0 0 $0
Singleton B Mcallister Consejero 12 de diciembre de 2017 S 15 446 0 0 $0
MCAULEY BRIAN Consejero 2 de febrero de 2017 S 9 820 0 0 $0
John S Mckinney Consejero 2 de diciembre de 2016 S 4 820 0 0 $0
Lawrence Keith Wimbush Consejero 9 de noviembre de 2016 S 4 838 0 0 $0
James Ozanne Consejero 6 de mayo de 2015 A 23 219 0 0 $0
LEROY PIERRE E Consejero 7 de mayo de 2014 A 9 505 0 0 $0
CLARK HOWARD LONGSTRETH JR Consejero 10 de enero de 2012 J 18 653 0 0 $0
Wayland R Hicks Consejero 29 de septiembre de 2008 S 334 353 0 0 $0
Gerald Tsai JR Consejero 12 de junio de 2008 A 758 0 0 $0
Michael S Gross Consejero 24 de enero de 2008 A 0 0 $0
BLACK, LEON D Consejero 24 de enero de 2008 A 0 0 $0
Jacobs S Bradley Consejero 23 de agosto de 2007 X 2 755 949 0 0 $0
Mark A Suwyn Consejero 5 de junio de 2007 A 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 16 tenencias

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
United Rentals, Inc. 3 de mayo de 2012 Presentación inicial M&A / venta SEC
United Rentals, Inc. (2) 21 de diciembre de 2011 Presentación inicial SEC
Fairholme Capital Management, L.L.C., Bruce R. Berkowitz, Fairholme Funds, Inc. ×4 presentaciones 17 de abril de 2009 Presentación inicial SEC
SuttonBrook Capital Management LP, SuttonBrook Capital Portfolio L.P., John London, Steven M. Weinstein ×2 presentaciones 18 de julio de 2008 Presentación inicial SEC
Apollo Investment Fund IV, L.P., Apollo Overseas Partners IV, L.P., Apollo Advisors IV, L.P., Apollo Capital Management IV, Inc., Apollo Principal Holdings I, L.P., Apollo Principal Holdings I GP, LLC, Apollo Management IV, L.P., Apollo Management, L.P., Apollo Management GP, LLC ×3 presentaciones 12 de junio de 2008 Presentación inicial SEC
Persona informante no revelada 2 de enero de 2008 Presentación inicial SEC
Persona informante no revelada 15 de noviembre de 2007 Presentación inicial SEC
Persona informante no revelada 1 de agosto de 2007 Presentación inicial M&A / venta SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 4 de marzo de 2003 Presentación inicial Inversión pasiva SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 30 de octubre de 2001 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada, Persona informante no revelada 30 de octubre de 2001 Presentación inicial Inversión pasiva SEC
Persona informante no revelada, Persona informante no revelada 27 de febrero de 2001 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 21 de febrero de 2001 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 5 de febrero de 2001 Presentación inicial SEC
Persona informante no revelada, Persona informante no revelada 23 de enero de 2001 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 190 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
FTXR · First Trust Exchange-Traded Fund VI 4,95% 47 458 NS 30 de junio de 2026 N-PORT
ABIG · EA Series Trust 3,82% 2 135 NS 29 de mayo de 2026 N-PORT
AMID · EA Series Trust 2,93% 3 090 NS 29 de mayo de 2026 N-PORT
PAVE · Global X Funds 2,87% 389 973 NS 31 de mayo de 2026 N-PORT
DRES · GMO ETF Trust 2,68% 975 NS 31 de mayo de 2026 N-PORT
SWP · Manager Directed Portfolios 2,41% 3 742 NS 31 de mayo de 2026 N-PORT
NUMV · Nushares ETF Trust 2,41% 10 818 NS 30 de abril de 2026 N-PORT
LCLG · Advisors Series Trust 2,25% 2 377 NS 30 de abril de 2026 N-PORT
PRAY · FIS Trust 1,74% 1 412 NS 31 de mayo de 2026 N-PORT
BSJS · Invesco Exchange-Traded Self-Indexe… 1,55% 11 824 000 21 de agosto de 2026 Diario
VOE · VANGUARD INDEX FUNDS 1,22% 402 421 SH 19 de agosto de 2026 Diario
PDP · Invesco Exchange-Traded Fund Trust 1,21% 16 202 SH 21 de agosto de 2026 Diario
RSPN · Invesco Exchange-Traded Fund Trust 1,19% 11 484 SH 21 de agosto de 2026 Diario
SURE · AdvisorShares Trust 1,15% 574 NS 30 de junio de 2026 N-PORT
ROE · EA Series Trust 1,14% 2 989 NS 29 de mayo de 2026 N-PORT
FXR · First Trust Exchange-Traded AlphaDE… 1,13% 8 194 NS 30 de abril de 2026 N-PORT
CGVV · Capital Group Equity ETF Trust I 0,99% 1 362 NS 31 de mayo de 2026 N-PORT
VIS · VANGUARD WORLD FUND 0,96% 76 500 SH 19 de agosto de 2026 Diario
JGLO · J.P. Morgan Exchange-Traded Fund Tr… 0,92% 68 243 NS 30 de abril de 2026 N-PORT
FIDU · FIDELITY COVINGTON TRUST 0,87% 18 873 NS 30 de abril de 2026 N-PORT
CGMM · Capital Group Equity ETF Trust I 0,86% 24 152 NS 31 de mayo de 2026 N-PORT
DUHP · Dimensional ETF Trust 0,83% 98 573 NS 30 de abril de 2026 N-PORT
IYJ · iShares Trust 0,82% 14 259 SH 21 de agosto de 2026 Diario
JOET · Virtus ETF Trust II 0,79% 1 949 NS 30 de abril de 2026 N-PORT
VLUE · iShares Trust 0,79% 70 518 SH 21 de agosto de 2026 Diario
DUSL · Direxion Shares ETF Trust 0,78% 442 NS 30 de abril de 2026 N-PORT
UXI · ProShares Trust 0,73% 209 NS 31 de mayo de 2026 N-PORT
LRGC · AB Active ETFs, Inc. 0,70% 8 849 NS 31 de mayo de 2026 N-PORT
VO · VANGUARD INDEX FUNDS 0,69% 1 357 626 SH 19 de agosto de 2026 Diario
EXI · iShares Trust 0,67% 8 882 SH 21 de agosto de 2026 Diario
ACLC · AMERICAN CENTURY ETF TRUST 0,63% 1 944 NS 31 de mayo de 2026 N-PORT
IMCG · iShares Trust 0,63% 23 411 SH 21 de agosto de 2026 Diario
DFLV · Dimensional ETF Trust 0,60% 36 650 NS 30 de abril de 2026 N-PORT
HIBL · Direxion Shares ETF Trust 0,53% 436 NS 30 de abril de 2026 N-PORT
FVAL · FIDELITY COVINGTON TRUST 0,52% 6 580 NS 30 de abril de 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,52% 2 113 NS 31 de mayo de 2026 N-PORT
AKAF · ETF Series Solutions 0,51% 15 NS 31 de mayo de 2026 N-PORT
IWS · iShares Trust 0,50% 72 253 SH 21 de agosto de 2026 Diario
IWR · iShares Trust 0,49% 254 094 SH 21 de agosto de 2026 Diario
LGDX · Tidal Trust III 0,47% 674 NS 30 de abril de 2026 N-PORT
IMCB · iShares Trust 0,46% 7 237 SH 21 de agosto de 2026 Diario
IWP · iShares Trust 0,44% 82 889 SH 21 de agosto de 2026 Diario
CGGE · Capital Group Global Equity ETF 0,41% 11 523 NS 31 de mayo de 2026 N-PORT
DFVX · Dimensional ETF Trust 0,39% 1 981 NS 30 de abril de 2026 N-PORT
SZNE · Pacer Funds Trust 0,38% 53 NS 30 de abril de 2026 N-PORT
XOEF · iShares Trust 0,38% 79 SH 21 de agosto de 2026 Diario
PHEQ · Morgan Stanley ETF Trust 0,37% 451 NS 30 de junio de 2026 N-PORT
SPXD · DBX ETF Trust 0,35% 24 NS 31 de mayo de 2026 N-PORT
ESUM · Strategy Shares 0,33% 527 NS 30 de abril de 2026 N-PORT
EBI · RBB Fund Trust 0,33% 2 147 NS 31 de mayo de 2026 N-PORT