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URI · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

URIV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • URI
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterURIV
Q3 202014 holders, $1.5bn55 holders, $62.2bn
Q4 202016 holders, $2.1bn52 holders, $67.1bn
Q1 202115 holders, $3.0bn58 holders, $64.5bn
Q2 202118 holders, $2.3bn52 holders, $69.3bn
Q3 202117 holders, $2.9bn56 holders, $63.6bn
Q4 202123 holders, $2.7bn47 holders, $58.0bn
Q1 202219 holders, $2.5bn59 holders, $61.8bn
Q2 202215 holders, $1.8bn57 holders, $55.2bn
Q3 202218 holders, $2.1bn57 holders, $50.7bn
Q4 202217 holders, $2.9bn54 holders, $59.4bn
Q1 202316 holders, $2.6bn55 holders, $64.0bn
Q2 202315 holders, $4.0bn54 holders, $65.2bn
Q3 202315 holders, $4.7bn55 holders, $61.5bn
Q4 202315 holders, $7.1bn48 holders, $68.6bn
Q1 202417 holders, $8.7bn50 holders, $73.1bn
Q2 202417 holders, $7.8bn45 holders, $69.5bn
Q3 202417 holders, $10.9bn47 holders, $70.5bn
Q4 202422 holders, $8.1bn48 holders, $77.6bn
Q1 202520 holders, $5.8bn43 holders, $83.5bn
Q2 202519 holders, $6.6bn45 holders, $83.4bn
Q3 202523 holders, $9.6bn48 holders, $82.8bn
Q4 202525 holders, $7.5bn49 holders, $86.0bn
Q1 202619 holders, $5.4bn49 holders, $73.3bn
Q2 202617 holders, $7.5bn52 holders, $81.9bn
URI

United Rentals Inc

Holders
19
Reported value
$6.6bn
Buyers
11
Sellers
6

Breadth +5 among 95 comparable managers.

Business and payment services
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only URI (5)

Baillie Gifford & Co, Freestone Grove Partners LP, Marshall Wace LLP, Verition Fund Management LLC, Winton Group Ltd

Only V (31)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Jane Street Group LLC, Janus Henderson Group Ltd, MFS Investment Management, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Two Sigma Advisers LP, and 6 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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