Fisher Asset Management Increases Stake in United Rentals

Institutional investor boosts position in construction equipment rental company

Published on Mar. 4, 2026

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Fisher Asset Management LLC, a major investment management firm, has increased its stake in United Rentals, Inc. (NYSE: URI) by 8% during the third quarter, according to a recent SEC filing. United Rentals is a leading provider of construction equipment rentals in the United States.

Why it matters

The increase in Fisher Asset Management's position in United Rentals suggests the firm sees continued growth potential in the construction equipment rental market, which has been buoyed by strong demand from the infrastructure, residential, and commercial construction sectors.

The details

According to the 13F filing, Fisher Asset Management now owns 60,714 shares of United Rentals, up from 56,209 shares in the previous quarter. This represents a 0.10% ownership stake in the $52.59 billion company. United Rentals has seen its stock price rise over the past year as the construction industry has rebounded from the COVID-19 pandemic.

  • Fisher Asset Management filed its 13F report for the third quarter of 2026 on March 4, 2026.

The players

Fisher Asset Management LLC

A major investment management firm that oversees over $200 billion in assets.

United Rentals, Inc.

A leading equipment rental company that provides a range of construction and industrial equipment to customers across the United States.

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The takeaway

The increase in Fisher Asset Management's stake in United Rentals underscores the firm's confidence in the construction equipment rental market's continued growth potential, even as economic conditions remain uncertain in some sectors.