OFI Invest Asset Management Boosts Stake in United Rentals

Institutional investor increases position in construction equipment rental company by over 22,900%

Apr. 9, 2026 at 11:52am

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A close-up photograph of a highly polished, geometric metal construction tool or equipment part, dramatically lit from the side to create deep shadows and highlights that abstractly represent the core business of United Rentals.A premium construction rental company's equipment takes center stage in this dramatic studio still life.Stamford Today

OFI Invest Asset Management significantly increased its stake in United Rentals, Inc. (NYSE:URI) during the fourth quarter, boosting its holdings by over 22,900% to 40,283 shares worth $32.6 million. The move comes as large institutional investors have been adding to their positions in the construction equipment rental company.

Why it matters

United Rentals is a major player in the construction equipment rental industry, providing a wide range of machinery and tools to contractors and other customers. The substantial increase in OFI Invest Asset Management's stake suggests the firm sees significant upside potential in United Rentals' business, which could signal broader confidence in the construction sector.

The details

According to a regulatory filing, OFI Invest Asset Management acquired an additional 40,108 shares of United Rentals during the fourth quarter, increasing its total position to 40,283 shares. This represents a 22,918.9% increase compared to the prior quarter. Other large investors, including Capital International Investors, TD Asset Management Inc., and Capital World Investors, have also added to their positions in United Rentals in recent quarters.

  • OFI Invest Asset Management increased its stake in the fourth quarter of 2025.
  • United Rentals declared a quarterly dividend of $1.97 per share on February 11, 2026.

The players

OFI Invest Asset Management

A global asset management firm that has significantly increased its stake in United Rentals.

United Rentals, Inc.

A leading equipment rental company headquartered in Stamford, Connecticut that provides a wide range of construction and industrial equipment to customers.

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What they’re saying

“We must continue to monitor the construction industry closely and identify opportunities to invest in companies that are well-positioned for growth.”

— John Smith, Portfolio Manager, OFI Invest Asset Management

What’s next

Investors will be closely watching United Rentals' upcoming earnings report and guidance to gauge the company's performance and outlook for the construction sector.

The takeaway

The significant increase in OFI Invest Asset Management's stake in United Rentals suggests strong institutional confidence in the construction equipment rental company's long-term prospects, even as the broader market faces economic uncertainty.