Whale Analyzer
URI Institutional Holders and 13F Ownership
Compare 10 tracked holders of URI, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include Capital Research Global Investors, National Pension Service, Bridgewater Associates, and Markel Group.
Continue to the live URI dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| Capital Research Global Investors 13F holdings | $2.18B | 1.9M | Reduced | 2026-06-30 |
| National Pension Service 13F holdings | $123.5M | 109.1K | Increased | 2026-06-30 |
| Bridgewater Associates 13F holdings | $31.7M | 27.9K | Increased | 2026-06-30 |
| Markel Group 13F holdings | $31.2M | 31.1K | Held | 2026-09-30 |
| Wedgewood Partners 13F holdings | $19.0M | 16.7K | Reduced | 2026-06-30 |
| Muhlenkamp 13F holdings | $17.8M | 15.7K | Increased | 2026-06-30 |
| Jensen Investment Management 13F holdings | $2.2M | 1.9K | Reduced | 2026-06-30 |
| Horizon Kinetics Asset Management 13F holdings | $856.5K | 756 | Held | 2026-06-30 |
| Torray Funds 13F holdings | $660.5K | 660 | Held | 2026-09-30 |
| First Eagle Investment Management 13F holdings | $471.3K | 416 | Increased | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Markel Group SEC filing (0001096343-26-000085) · report date 2026-09-30
- Wedgewood Partners SEC filing (0000859804-26-000006) · report date 2026-06-30
- Muhlenkamp SEC filing (0001133219-26-000003) · report date 2026-06-30
- Jensen Investment Management SEC filing (0001171200-26-000010) · report date 2026-06-30
- Horizon Kinetics Asset Management SEC filing (0001398344-26-014047) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
- First Eagle Investment Management SEC filing (0001325447-26-000033) · report date 2026-06-30
Tracked-sample concentration
Reported position value for URI is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 90.6% of aggregate reported value in this sample
- Top 5 tracked holders: 99.1% of aggregate reported value in this sample
- Top 10 tracked holders: 100.0% of aggregate reported value in this sample
Whale activity this quarter
Across 10 tracked holders, 4 increased, 3 reduced, 3 held. Net positioning is net buying.
- Capital Research Global Investors ($2.18B) (▼ 29.4% qoq shares)
- National Pension Service ($123.5M) (▲ 0.4% qoq shares)
- Bridgewater Associates ($31.7M) (▲ 169.9% qoq shares)
- Markel Group ($31.2M) (→ 0.0% qoq shares) · modeled avg cost estimate $594.37
- Wedgewood Partners ($19.0M) (▼ 33.6% qoq shares)
- Muhlenkamp ($17.8M) (▲ 0.4% qoq shares)
- Jensen Investment Management ($2.2M) (▼ 12.4% qoq shares)
- Horizon Kinetics Asset Management ($856.5K) (→ 0.0% qoq shares) · modeled avg cost estimate $628.94
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 3 covered tracked holders is $597.89 versus a current price of $1055.57, so URI trades above that estimate (+76.5%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Industrials
URI sits within the Industrials sector alongside 88 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live URI dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on URI with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns URI stock?
Whale Analyzer tracks 10 public-disclosure holders of URI with a combined reported value of $2.41B. See the holder table above for the largest tracked positions.
Which top funds are buying URI?
Tracked holders were net buying last quarter — 4 increased, 3 reduced, 3 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked URI sample?
The top five tracked holders account for 99.1% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does URI compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 3 covered tracked holders is $597.89 versus a current price of $1055.57 (+76.5%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for URI?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive URI dashboard to explore them, or read our 13F Alpha Signals Guide.