- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 15 listed it in both
- Shares listed
- 9,285,520
- combined, among listed positions
- Reported value
- $5.8bn
- combined, at the quarter end
Among the 95 comparable managers: 12 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing URI in Q1 2025
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Capital Research Global Investorsexisting position · 3,172,633 shares now+295,668
- Holocene Advisors LPexisting position · 586,304 shares now+184,761
- Voloridge Investment Management LLCexisting position · 207,258 shares now+151,544
- Capital World Investorsexisting position · 2,299,806 shares now+78,578
- Schonfeld Strategic Advisors LLCexisting position · 36,491 shares now+16,560
Reductions
- Fidelity (FMR LLC)existing position · 772,413 shares now-1,536,461
- Marshall Wace LLPexisting position · 159,933 shares now-386,232
- Invesco Ltdexisting position · 588,999 shares now-333,453
- AllianceBernstein LPexisting position · 993,241 shares now-257,083
- Neuberger Berman Group LLCexisting position · 244,161 shares now-15,608
New positions and exits
New (3)
Exited (2)
- Freestone Grove Partners LPwas $32m
- Quantbot Technologies LPwas $10m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 11 | $287m | n.a. | n.a. |
| Q3 2013 | 13 | $424m | n.a. | n.a. |
| Q4 2013 | 9 | $535m | n.a. | n.a. |
| Q1 2014 | 15 | $711m | n.a. | n.a. |
| Q2 2014 | 12 | $574m | n.a. | n.a. |
| Q3 2014 | 12 | $957m | n.a. | n.a. |
| Q4 2014 | 10 | $907m | n.a. | n.a. |
| Q1 2015 | 11 | $1.3bn | n.a. | n.a. |
| Q2 2015 | 11 | $1.3bn | n.a. | n.a. |
| Q3 2015 | 8 | $492m | n.a. | n.a. |
| Q4 2015 | 8 | $664m | n.a. | n.a. |
| Q1 2016 | 9 | $477m | n.a. | n.a. |
| Q2 2016 | 3 | $447m | n.a. | n.a. |
| Q3 2016 | 7 | $373m | n.a. | n.a. |
| Q4 2016 | 15 | $751m | n.a. | n.a. |
| Q1 2017 | 18 | $1.2bn | n.a. | n.a. |
| Q2 2017 | 17 | $1.2bn | n.a. | n.a. |
| Q3 2017 | 17 | $1.4bn | n.a. | n.a. |
| Q4 2017 | 16 | $1.9bn | n.a. | n.a. |
| Q1 2018 | 22 | $1.6bn | n.a. | n.a. |
| Q2 2018 | 22 | $1.0bn | n.a. | n.a. |
| Q3 2018 | 21 | $968m | n.a. | n.a. |
| Q4 2018 | 17 | $569m | n.a. | n.a. |
| Q1 2019 | 15 | $696m | n.a. | n.a. |
| Q2 2019 | 18 | $704m | n.a. | n.a. |
| Q3 2019 | 17 | $498m | n.a. | n.a. |
| Q4 2019 | 12 | $1.0bn | n.a. | n.a. |
| Q1 2020 | 11 | $343m | n.a. | n.a. |
| Q2 2020 | 16 | $1.1bn | n.a. | n.a. |
| Q3 2020 | 14 | $1.5bn | n.a. | n.a. |
| Q4 2020 | 16 | $2.1bn | n.a. | n.a. |
| Q1 2021 | 15 | $3.0bn | n.a. | n.a. |
| Q2 2021 | 18 | $2.3bn | n.a. | n.a. |
| Q3 2021 | 17 | $2.9bn | n.a. | n.a. |
| Q4 2021 | 23 | $2.7bn | n.a. | n.a. |
| Q1 2022 | 19 | $2.5bn | n.a. | n.a. |
| Q2 2022 | 15 | $1.8bn | n.a. | n.a. |
| Q3 2022 | 18 | $2.1bn | n.a. | n.a. |
| Q4 2022 | 17 | $2.9bn | n.a. | n.a. |
| Q1 2023 | 16 | $2.6bn | n.a. | n.a. |
| Q2 2023 | 15 | $4.0bn | n.a. | n.a. |
| Q3 2023 | 15 | $4.7bn | n.a. | n.a. |
| Q4 2023 | 15 | $7.1bn | 9 | 5 |
| Q1 2024 | 17 | $8.7bn | 7 | 11 |
| Q2 2024 | 17 | $7.8bn | 11 | 7 |
| Q3 2024 | 17 | $10.9bn | 12 | 6 |
| Q4 2024 | 22 | $8.1bn | 15 | 7 |
| Q1 2025 | 20 | $5.8bn | 12 | 10 |
| Q2 2025 | 19 | $6.6bn | 11 | 6 |
| Q3 2025 | 23 | $9.6bn | 11 | 10 |
| Q4 2025 | 25 | $7.5bn | 25 | 15 |
| Q1 2026 | 19 | $5.4bn | 19 | 20 |
| Q2 2026 | 17 | $7.5bn | 18 | 18 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
URI and V →URI and MA →URI and MCO →Choose a stock to compare with URI →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own URI, latest filings →Back to the 13F Explorer →