Nordea Investment Management Boosts Stake in United Rentals

The investment firm increased its holdings in the construction equipment rental company by 22.7% in Q4 2025.

Mar. 23, 2026 at 9:48am

Got story updates? Submit your updates here. ›

Nordea Investment Management AB raised its stake in United Rentals, Inc. (NYSE:URI) by 22.7% in the fourth quarter of 2025, according to a recent 13F filing with the Securities and Exchange Commission. The fund now owns 154,688 shares of the construction company's stock, valued at $126,362,000 as of the filing.

Why it matters

United Rentals is a leading player in the construction equipment rental industry, providing a wide range of machinery and tools to customers across various sectors. Nordea's increased investment signals the firm's confidence in United Rentals' growth prospects and the overall strength of the construction market.

The details

Nordea Investment Management AB acquired an additional 28,604 shares of United Rentals during the fourth quarter, bringing its total holdings to 154,688 shares. This represents a 22.7% increase in Nordea's stake in the company. United Rentals is a major player in the construction equipment rental industry, offering a diverse fleet of machinery and tools to customers in the construction, industrial, commercial, and municipal sectors.

  • Nordea Investment Management AB filed its 13F report for the fourth quarter of 2025 on March 23, 2026.

The players

Nordea Investment Management AB

A leading Nordic investment management firm that manages assets for institutional and retail clients across Europe.

United Rentals, Inc.

A major construction equipment rental company headquartered in Stamford, Connecticut, providing a wide range of machinery and tools to customers in various sectors.

Got photos? Submit your photos here. ›

The takeaway

Nordea's increased stake in United Rentals reflects the investment firm's confidence in the construction equipment rental company's growth potential and the overall strength of the construction industry. This move highlights the continued appeal of United Rentals as a leading player in the sector.