Ceredex Value Advisors Trims Stake in United Rentals

Investment firm reduces holdings in construction equipment rental company

Published on Mar. 10, 2026

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Ceredex Value Advisors LLC has reduced its stake in United Rentals, Inc. (NYSE:URI) by 59.5% in the third quarter, according to a filing with the Securities and Exchange Commission. The firm now owns 39,877 shares of the construction company's stock, down from 98,566 shares previously.

Why it matters

United Rentals is a major player in the construction equipment rental industry, and changes in large institutional investors' holdings can signal shifts in market sentiment around the company and the broader sector.

The details

Ceredex Value Advisors sold 58,689 shares of United Rentals during the third quarter, reducing its position in the company to about 0.06% of the total shares outstanding. The firm cited unspecified reasons for the reduction in its stake. Other major investors, including Capital World Investors and Capital International Investors, increased their holdings in United Rentals during the same period.

  • Ceredex Value Advisors reduced its stake in the third quarter of 2026.

The players

Ceredex Value Advisors LLC

An investment management firm that previously held a sizable stake in United Rentals.

United Rentals, Inc.

A leading construction equipment rental company headquartered in Stamford, Connecticut.

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The takeaway

The reduction in Ceredex Value Advisors' stake in United Rentals may indicate a shift in investor sentiment around the construction equipment rental industry, though the specific reasons behind the firm's decision are not clear. Investors will likely continue to monitor changes in institutional holdings and analyst views on United Rentals and its peers.