Richard Bernstein Advisors Reduces Holdings in United Rentals

Investment firm cuts stake in construction equipment rental company by over 50%

Published on Mar. 10, 2026

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According to a recent 13F filing, Richard Bernstein Advisors LLC reduced its holdings in shares of United Rentals, Inc. (NYSE:URI) by 55.0% in the third quarter. The firm now owns 1,765 shares of the construction company's stock, down from 3,921 shares previously.

Why it matters

This reduction in holdings by a major institutional investor could signal a shift in sentiment around United Rentals, which provides rental equipment and services to construction, industrial, and other customers. The filing provides insight into how some large investors are viewing the company's prospects.

The details

According to the 13F filing, Richard Bernstein Advisors' holdings in United Rentals were worth $1.69 million as of the end of the third quarter, down from $3.75 million in the prior quarter. The firm sold 2,156 shares during the period.

  • The 13F filing covers the third quarter of 2026.
  • Richard Bernstein Advisors reduced its United Rentals holdings during that quarter.

The players

Richard Bernstein Advisors LLC

An investment management firm based in New York that provides a range of investment strategies and solutions.

United Rentals, Inc.

A leading equipment rental company headquartered in Stamford, Connecticut that provides rental solutions and related services to construction, industrial, commercial, and municipal customers.

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The takeaway

The reduction in holdings by Richard Bernstein Advisors could signal broader uncertainty around United Rentals' outlook, though the reasons behind the firm's decision are not entirely clear from the limited information provided. Investors will likely watch for any further changes in institutional ownership of the stock.