Schroder Investment Management Group Reduces United Rentals Stake

Construction equipment rental company sees institutional investor sell off shares

Mar. 12, 2026 at 10:10am

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Schroder Investment Management Group lowered its position in United Rentals, Inc. (NYSE:URI) by 4.3% in the third quarter, according to the company's recent Form 13F filing with the Securities and Exchange Commission. The fund now owns 35,254 shares of the construction company's stock, down from 36,857 shares previously.

Why it matters

United Rentals is a major player in the construction equipment rental industry, so changes in institutional ownership can signal broader trends in the sector. Schroder's reduced stake may indicate some investor caution around the company's outlook or valuation.

The details

According to the 13F filing, Schroder Investment Management Group sold 1,603 shares of United Rentals during the third quarter. The fund now owns approximately 0.06% of the company's outstanding shares, valued at $33.3 million as of the most recent filing.

  • Schroder Investment Management Group lowered its position in United Rentals in the third quarter of 2026.

The players

Schroder Investment Management Group

A global asset management firm that provides investment products and services to institutional and retail clients worldwide.

United Rentals, Inc.

An American equipment rental company that provides construction and industrial equipment to customers throughout the United States and Canada.

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The takeaway

The reduced stake by Schroder Investment Management Group in United Rentals could signal some broader caution around the construction equipment rental industry, though the overall fundamentals of United Rentals remain strong as the company continues to serve a vital role in supporting construction and industrial projects across North America.