Public record / Tickers / URI

URI — UNITED RENTALS, INC.

Both disclosure regimes on one name: who in Congress filed about URI, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
44
all PTR rows naming URI
Members · 12m
5
4 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Thomas R. Suozzi · $15.0K–$50.0K

Sale · traded 2026-02-18 → filed 2026-03-17. Ranked over every URI row by the provable lower bound, never a point estimate.

5 members · 4 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

23 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

15 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 15 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING URI · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning URI
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-05-08Maria Elvira Salazar R–FL-27PurchaseTraded 04-24 +14d$1K–$15K
2026-04-21Maria Elvira Salazar R–FL-27PurchaseTraded 03-25 +27d$1K–$15K
2026-03-17Thomas R. Suozzi D–NY-3SaleTraded 02-18 +27d$15K–$50K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-02 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 44 ↗

Members active in URI

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing URI in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Julia Letlow R–LA-52−$14.0K to $14.0K2
Maria Elvira Salazar R–FL-272$2.0K to $30.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Thomas R. Suozzi D–NY-31−$50.0K to −$15.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

5 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · URI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · UNITED RENTALS INC

Merged timeline of congressional filings and notable-manager moves on URI
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+1,394 sh
2026-05-15Bridgewater Associates 13Fnew+10,357 sh
2026-05-15Tudor Investment Corp 13Ftrim−56,122 sh
2026-05-15Moore Capital Management 13Fexit−28,140 sh
2026-05-14Caxton Associates 13Fnew+4,194 sh

6 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of URI for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$3.7B1
2VANGUARD CAPITAL MANAGEMENT LLC$3.0B1
3STATE STREET CORP$2.2B1
4Capital Research Global Investors$2.0B1
5VANGUARD PORTFOLIO MANAGEMENT LLC$2.0B1
6Capital World Investors$1.6B1
7MORGAN STANLEY$1.3B1
8GEODE CAPITAL MANAGEMENT, LLC$1.2B1
9FRANKLIN RESOURCES INC$1.2B1
10ALLIANCEBERNSTEIN L.P.$914M1
11DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$677M1
12Boston Partners$667M1
13DIMENSIONAL FUND ADVISORS LP$650M1
14BANK OF AMERICA CORP /DE/$587M1
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$490M1
16NORTHERN TRUST CORP$446M1
17FMR LLC$392M1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$364M1
19UBS Group AG$344M1
20UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$339M1
21Invesco Ltd.$323M1
22Capital International Investors$293M1
23Legal & General Group Plc$291M1
24MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$290M1
25Amundi$279M1
26ROYAL BANK OF CANADA$274M1
27Bank of New York Mellon Corp$263M1
28VANGUARD FIDUCIARY TRUST CO$258M1
29Nuveen, LLC$231M1
30WELLS FARGO & COMPANY/MN$212M1
31London & Capital Asset Management Ltd$209M1
32Robeco Institutional Asset Management B.V.$195M1
33BROWN ADVISORY INC$194M1
34RAYMOND JAMES FINANCIAL INC$187M1
351832 Asset Management L.P.$175M1
36DEUTSCHE BANK AG\$173M1
37ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$168M1
38HSBC HOLDINGS PLC$163M1
39PUBLIC SECTOR PENSION INVESTMENT BOARD$153M1
40Swiss National Bank$136M1
41Findlay Park Partners LLP$135M1
42LAZARD ASSET MANAGEMENT LLC$126M1
43ENVESTNET ASSET MANAGEMENT INC$121M1
44LPL Financial LLC$121M1
45Holocene Advisors, LP$118M1
46NORDEA INVESTMENT MANAGEMENT AB$117M1
47Clearbridge Investments, LLC$106M1
48Sumitomo Mitsui Trust Group, Inc.$105M1
49Mitsubishi UFJ Asset Management Co., Ltd.$104M1
50Vanguard Global Advisers, LLC$100M1
51BANK OF MONTREAL /CAN/$93.2M1
52Cerity Partners LLC$92.6M1
53RHUMBLINE ADVISERS$92.4M1
54ROYAL LONDON ASSET MANAGEMENT LTD$89.1M1
55JUPITER ASSET MANAGEMENT LTD$85.4M1
56CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$83.4M1
57BARCLAYS PLC$82.2M1
58ARGENT CAPITAL MANAGEMENT LLC$81.0M1
59VANGUARD ASSET MANAGEMENT, Ltd$79.6M1
60National Pension Service$79.1M1
61Covalis Capital LLP$79.0M1
62CITADEL ADVISORS LLC$77.9M1
63CITIGROUP INC$72.9M1
64AMERIPRISE FINANCIAL INC$72.5M1
65EVENTIDE ASSET MANAGEMENT, LLC$71.2M1
66Rockefeller Capital Management L.P.$69.3M1
67NZS Capital, LLC$67.3M1
68Mariner, LLC$63.6M1
69STIFEL FINANCIAL CORP$63.6M1
70Cornerstone Investment Partners, LLC$62.6M1
71AVIVA PLC$62.1M1
72GROUPAMA ASSET MANAGMENT$61.2M1
73AMF Tjanstepension AB$60.2M1
74Epoch Investment Partners, Inc.$57.6M1
75TWO SIGMA INVESTMENTS, LP$56.1M1
76Ilex Capital Partners (UK) LLP$55.3M1
77Universal- Beteiligungs- und Servicegesellschaft mbH$54.7M1
78VICTORY CAPITAL MANAGEMENT INC$53.5M1
79SCHRODER INVESTMENT MANAGEMENT GROUP$53.1M1
80TD ASSET MANAGEMENT INC$52.1M1
81PRINCIPAL FINANCIAL GROUP INC$51.6M1
82PFA Pension, Forsikringsaktieselskab$51.6M1
83Edgemoor Investment Advisors, Inc.$51.1M1
84HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$51.0M1
85FIRST TRUST ADVISORS LP$50.3M1
86CANADA PENSION PLAN INVESTMENT BOARD$49.2M1
87Retirement Systems of Alabama$48.4M1
88Fisher Asset Management, LLC$47.8M1
89EFG International AG$47.8M1
90TODD ASSET MANAGEMENT LLC$47.1M1
91MILLENNIUM MANAGEMENT LLC$45.0M1
92AMERICAN CENTURY COMPANIES INC$44.9M1
93ATWOOD & PALMER INC$42.7M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$41.2M1
95Quantinno Capital Management LP$40.4M1
96DANSKE BANK A/S$37.9M1
97Pictet Asset Management Holding SA$37.8M1
98HighTower Advisors, LLC$36.3M1
99Vident Advisory, LLC$36.1M1
100Swedbank AB$36.0M1
101Eurizon Capital SGR S.p.A.$36.0M1
102Aberdeen Group plc$35.6M1
103CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$35.4M1
104CREDIT AGRICOLE S A$35.2M1
105Quilter Plc$34.5M1
106Focus Partners Wealth$34.0M1
107KING LUTHER CAPITAL MANAGEMENT CORP$33.6M1
108JENNISON ASSOCIATES LLC$32.9M1
109B. Metzler seel. Sohn & Co. AG$32.5M1
110TORONTO DOMINION BANK$32.5M1
111NEW YORK STATE COMMON RETIREMENT FUND$32.5M1
112Cardinal Capital Management, Inc.$32.4M1
113OFI INVEST ASSET MANAGEMENT$32.4M1
114Korea Investment CORP$32.0M1
115TUDOR INVESTMENT CORP ET AL$31.9M1
116Baird Financial Group, Inc.$29.7M1
117STOREBRAND ASSET MANAGEMENT AS$28.7M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$28.7M1
119AQR CAPITAL MANAGEMENT LLC$28.6M1
120STATE OF WISCONSIN INVESTMENT BOARD$28.6M1
121Cetera Investment Advisers$28.6M1
122BNP Paribas Asset Management Holding S.A.$28.3M1
123NATIONAL BANK OF CANADA /FI/$27.4M1
124Gradient Investments LLC$26.7M1
125COMMONWEALTH EQUITY SERVICES, LLC$24.9M1
126MONTGOMERY INVESTMENT MANAGEMENT INC$24.8M1
127Tredje AP-fonden$24.1M1
128APG Asset Management N.V.$24.0M1
129INTECH INVESTMENT MANAGEMENT LLC$23.8M1
130PRUDENTIAL FINANCIAL INC$23.6M1
131Asset Management One Co., Ltd.$23.6M1
132WORLDQUANT MILLENNIUM ADVISORS LLC$23.4M1
133Swiss Life Asset Management Ltd$23.4M1
134Advisors Capital Management, LLC$23.3M1
135Access Investment Management LLC$23.3M1
136Vanguard Investments Australia, Ltd.$23.2M1
137Chevy Chase Trust Holdings, LLC$23.0M1
138MARKEL GROUP INC.$22.7M1
139NORTHEAST INVESTMENT MANAGEMENT$22.0M1
140Allianz Asset Management GmbH$22.0M1
141BALDWIN WEALTH PARTNERS LLC/MA$21.9M1
142Mitsubishi UFJ Trust & Banking Corp$21.8M1
143FIL Ltd$21.6M1
144OSAIC HOLDINGS, INC.$20.8M1
145Lansforsakringar Fondforvaltning AB (publ)$20.4M1
146Federation des caisses Desjardins du Quebec$20.4M1
147KLP KAPITALFORVALTNING AS$20.1M1
148Man Group plc$19.8M1
149Livforsakringsbolaget Skandia, Omsesidigt$19.2M1
150MACKENZIE FINANCIAL CORP$19.1M1
151MAI Capital Management$19.1M1
152SUSQUEHANNA INTERNATIONAL GROUP, LLP$19.0M1
153SEI INVESTMENTS CO$19.0M1
154CITIZENS FINANCIAL GROUP INC/RI$18.8M1
155WEDGEWOOD PARTNERS INC$18.4M1
156Union Bancaire Privee, UBP SA$17.5M1
157O'SHAUGHNESSY ASSET MANAGEMENT, LLC$17.4M1
158Ensign Peak Advisors, Inc$17.3M1
159TRILLIUM ASSET MANAGEMENT, LLC$17.3M1
160NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$17.0M1
161COZAD ASSET MANAGEMENT INC$16.6M1
162Ceredex Value Advisors LLC$16.4M1
163Calamos Advisors LLC$16.1M1
164MERCER GLOBAL ADVISORS INC /ADV$16.0M1
165NOMURA ASSET MANAGEMENT CO LTD$16.0M1
166Applied Finance Capital Management, LLC$15.8M1
167State of New Jersey Common Pension Fund D$15.8M1
168DnB Asset Management AS$15.1M1
169Columbus Hill Capital Management, L.P.$15.1M1
170PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$15.1M1
171LGT CAPITAL PARTNERS LTD.$15.0M1
172Fideuram Asset Management (Ireland) dac$14.9M1
173ASR Vermogensbeheer N.V.$14.9M1
174GHP Investment Advisors, Inc.$14.8M1
175NORTH POINT PORTFOLIO MANAGERS CORP/OH$14.7M1
176Resona Asset Management Co.,Ltd.$14.6M1
177Susquehanna Portfolio Strategies, LLC$14.6M1
178CIBC Bancorp USA Inc.$14.4M1
179Badgley Phelps Wealth Managers, LLC$14.4M1
180Creative Planning$14.4M1
181YHB Investment Advisors, Inc.$14.3M1
182NISA INVESTMENT ADVISORS, LLC$14.3M1
183Pathstone Holdings, LLC$14.1M1
184VOYA INVESTMENT MANAGEMENT LLC$14.1M1
185MML INVESTORS SERVICES, LLC$14.0M1
186IMC-Chicago, LLC$13.8M1
187Concurrent Investment Advisors, LLC$13.8M1
188AustralianSuper Pty Ltd$13.8M1
189STATE OF MICHIGAN RETIREMENT SYSTEM$13.7M1
190CIBC WORLD MARKET INC.$13.4M1
191FIFTH THIRD BANCORP$13.4M1
192EP Wealth Advisors, LLC$13.3M1
193NISSAY ASSET MANAGEMENT CORP /JAPAN$13.3M1
194Daiwa Securities Group Inc.$13.2M1
195Empowered Funds, LLC$13.1M1
196SEB Asset Management AB$13.1M1
197Renaissance Investment Group LLC$12.8M1
198US BANCORP \DE\$12.7M1
199Arizona State Retirement System$12.6M1
200Czech National Bank$12.5M1
201Addenda Capital Inc.$12.5M1
202Glassy Mountain Advisors, Inc.$12.2M1
203Fisher Funds Management LTD$12.2M1
204TRUIST FINANCIAL CORP$12.1M1
205Moors & Cabot, Inc.$12.0M1
206Summit Financial, LLC$11.9M1
207Integrated Advisors Network LLC$11.8M1
208CIBC Asset Management Inc$11.7M1
209Glenview Trust Co$11.6M1
210UNIVEST FINANCIAL Corp$11.5M1
211MCRAE CAPITAL MANAGEMENT INC$11.4M1
212MUHLENKAMP & CO INC$11.4M1
213WINMILL & CO. INC$11.2M1
214XPONANCE LLC$11.1M1
215FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$10.9M1
216Corient Private Wealth LLC$10.9M1
217&PARTNERS$10.7M1
218MetLife Investment Management, LLC$10.7M1
219COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.7M1
220BANK OF NOVA SCOTIA$10.6M1
221Lido Advisors, LLC$10.6M1
222Gotham Asset Management, LLC$10.5M1
223WEDGE CAPITAL MANAGEMENT L L P/NC$10.4M1
224MARSICO CAPITAL MANAGEMENT LLC$10.2M1
225IFM Investors Pty Ltd$10.2M1
226HARVEY CAPITAL MANAGEMENT INC$10.1M1
227Y-Intercept (Hong Kong) Ltd$10.0M1
228MONETA GROUP INVESTMENT ADVISORS LLC$10.0M1
229MONTAG A & ASSOCIATES INC$9.9M1
230Mirae Asset Global Investments Co., Ltd.$9.9M1
231Carnegie Investment Counsel$9.7M1
232Eastover Investment Advisors LLC$9.5M1
233RBF Capital, LLC$9.5M1
234CI INVESTMENTS INC.$9.2M1
235BEACON INVESTMENT ADVISORY SERVICES, INC.$9.2M1
236SIGNET FINANCIAL MANAGEMENT, LLC$9.2M1
237Advisors Asset Management, Inc.$9.2M1
238OP Asset Management Ltd$9.1M1
239Woodline Partners LP$9.0M1
240PATTON ALBERTSON MILLER GROUP, LLC$8.9M1
241Varma Mutual Pension Insurance Co$8.9M1
242PRUDENTIAL PLC$8.8M1
243Midwest Trust Co$8.5M1
244Miller Investment Management, LP$8.5M1
245Polar Capital Holdings Plc$8.4M1
246Vanguard Personalized Indexing Management, LLC$8.4M1
247Stratos Wealth Partners, LTD.$8.3M1
248Vise Technologies, Inc.$8.2M1
249JAMES INVESTMENT RESEARCH, INC.$8.1M1
250BURNEY CO/$8.1M1
251New England Research & Management, Inc.$8.1M1
252SFE Investment Counsel$8.0M1
253Candriam S.C.A.$8.0M1
254Callahan Advisors, LLC$8.0M1
255Nordwand Advisors, LLC$8.0M1
256Traynor Capital Management, Inc.$7.9M1
257Geneos Wealth Management Inc.$7.9M1
258SAPIENT CAPITAL LLC$7.8M1
259TD Waterhouse Canada Inc.$7.8M1
260Andra AP-fonden$7.8M1
261FEDERATED HERMES, INC.$7.6M1
262Bridgewater Associates, LP$7.5M1
263Utah Retirement Systems$7.5M1
264HUDSON EDGE INVESTMENT PARTNERS INC.$7.5M1
265New Age Alpha Advisors, LLC$7.4M1
266Lombard Odier Asset Management (Europe) Ltd$7.4M1
267SIGMA INVESTMENT COUNSELORS INC$7.4M1
268Taikang Asset Management (Hong Kong) Co Ltd$7.3M1
269Sterling Capital Management LLC$7.3M1
270Broadleaf Partners, LLC$7.2M1
271USS Investment Management Ltd$7.2M1
272Sanctuary Advisors, LLC$7.1M1
273Hedeker Wealth, LLC$7.1M1
274Inspire Investing, LLC$6.9M1
275NEW YORK LIFE INVESTMENT MANAGEMENT LLC$6.8M1
276Grantham, Mayo, Van Otterloo & Co. LLC$6.8M1
277Wealthfront Advisers LLC$6.8M1
278BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$6.8M1
279Jefferies Financial Group Inc.$6.7M1
280Verdence Capital Advisors LLC$6.7M1
281Pettee Investors, Inc.$6.7M1
282WINTON GROUP Ltd$6.7M1
283ProShare Advisors LLC$6.7M1
284JAG CAPITAL MANAGEMENT, LLC$6.7M1
285Capital International, Inc./CA/$6.6M1
286BTG Pactual Asset Management US LLC$6.5M1
287BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$6.4M1
288OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$6.4M1
289ABN AMRO INVESTMENT SOLUTIONS$6.4M1
290Capital Group Private Client Services, Inc.$6.4M1
291Texas Yale Capital Corp.$6.3M1
292Douglass Winthrop Advisors, LLC$6.3M1
293FULTON BANK, N.A.$6.3M1
294NEOS Investment Management LLC$6.3M1
295Assenagon Asset Management S.A.$6.2M1
296Emerald Investment Advisers, LLC$6.1M1
297NATIXIS$6.1M1
298Sumitomo Mitsui DS Asset Management Company, Ltd$6.1M1
299Beacon Pointe Advisors, LLC$6.0M1
300Institute for Wealth Management, LLC.$6.0M1
301Janus Henderson Group Ltd.$5.9M1
302WESTPORT ASSET MANAGEMENT INC$5.8M1
303CUMBERLAND ADVISORS INC$5.8M1
304Aquatic Capital Management LLC$5.7M1
305EAGLE ROCK INVESTMENT COMPANY, LLC$5.6M1
306FORA Capital, LLC$5.5M1
307Schonfeld Strategic Advisors LLC$5.4M1
308Factorial Partners, LLC$5.3M1
309Kestra Advisory Services, LLC$5.3M1
310Consolidated Investment Group LLC$5.3M1
311Cercano Management LLC$5.3M1
312Hudson Bay Capital Management LP$5.3M1
313Silvant Capital Management LLC$5.3M1
314RBA Wealth Management, LLC$5.3M1
315OREGON PUBLIC EMPLOYEES RETIREMENT FUND$5.2M1
316BLAIR WILLIAM & CO/IL$5.2M1
317Huber Capital Management LLC$5.2M1
318YOUSIF CAPITAL MANAGEMENT, LLC$5.2M1
319Private Advisor Group, LLC$5.2M1
320LOUISBOURG INVESTMENTS INC.$5.1M1
321MISSION WEALTH MANAGEMENT, LP$5.1M1
322Riverview Capital Advisers, LLC$5.1M1
323COMGEST GLOBAL INVESTORS S.A.S.$5.1M1
324American Assets Investment Management, LLC$5.1M1
325Orange Investment Advisors, Inc.$5.0M1
326Tidal Investments LLC$5.0M1
327SMITHBRIDGE ASSET MANAGEMENT INC/DE$5.0M1
328ASSETMARK, INC$5.0M1
329NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.0M1
330Visionary Wealth Advisors$4.9M1
331MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$4.9M1
332GLENMEDE TRUST CO NA$4.9M1
333HB Wealth Management, LLC$4.8M1
334Equitable Holdings, Inc.$4.8M1
335BENJAMIN EDWARDS INC$4.8M1
336CONDOR CAPITAL MANAGEMENT$4.7M1
337Steward Partners Investment Advisory, LLC$4.6M1
338Cornerstone Advisors, LLC$4.6M1
339Ethic Inc.$4.6M1
340Roundview Capital LLC$4.5M1
341Capital International Sarl$4.4M1
342NICOLET BANKSHARES INC$4.4M1
343Lombard Odier Asset Management (Switzerland) SA$4.3M1
344RKL Wealth Management LLC$4.3M1
345UniSuper Management Pty Ltd$4.3M1
346Bellwether Advisors, LLC$4.3M1
347Caprock Group, LLC$4.2M1
348Hennion & Walsh Asset Management, Inc.$4.2M1
349INTACT INVESTMENT MANAGEMENT INC.$4.2M1
350Benchmark Investment Advisors LLC$4.2M1
351WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4.1M1
352Pine Valley Investments Ltd Liability Co$4.1M1
353HANCOCK WHITNEY CORP$4.1M1
354KENNEDY CAPITAL MANAGEMENT LLC$4.1M1
355Penobscot Investment Management Company, Inc.$4.1M1
356Westside Investment Management, Inc.$4.1M1
357MWA Asset Management$4.0M1
358BUFFALO BUSINESS & ESTATE SERVICES LTD$4.0M1
359D.A. DAVIDSON & CO.$4.0M1
360SIH Partners, LLLP$4.0M1
361Bank Julius Baer & Co. Ltd, Zurich$4.0M1
362Kerusso Capital Management LLC$4.0M1
363Canada Post Corp Registered Pension Plan$3.9M1
364Gilman Hill Asset Management, LLC$3.9M1
365MACQUARIE GROUP LTD$3.9M1
366Belpointe Asset Management LLC$3.8M1
367Atria Investments, Inc$3.8M1
368Vanguard Capital Wealth Advisors$3.8M1
369M&T BANK CORP$3.7M1
370CALIBER WEALTH MANAGEMENT, LLC / KS$3.6M1
371Avanza Fonder AB$3.6M1
372Investment Management Corp of Ontario$3.6M1
373CWM, LLC$3.6M1
374Independent Advisor Alliance$3.5M1
375TRUSTMARK BANK TRUST DEPARTMENT$3.5M1
376EQUITABLE TRUST CO$3.4M1
377Squarepoint Ops LLC$3.4M1
378ALERUS FINANCIAL NA$3.4M1
379ADAGE CAPITAL PARTNERS GP, L.L.C.$3.4M1
380GROUP ONE TRADING LLC$3.4M1
381Banque Cantonale Vaudoise$3.3M1
382Rafferty Asset Management, LLC$3.2M1
383Forvis Mazars Wealth Advisors, LLC$3.2M1
384TRUE Private Wealth Advisors$3.2M1
385SCOTIA CAPITAL INC.$3.2M1
386Stenger Family Office, LLC$3.1M1
387PARTNERS CAPITAL INVESTMENT GROUP, LLP$3.1M1
388Venture Visionary Partners LLC$3.1M1
389CAXTON ASSOCIATES LLP$3.1M1
390Harvest Portfolios Group Inc.$3.1M1
391Norinchukin Bank, The$3.0M1
392Orion Porfolio Solutions, LLC$3.0M1
393Prospera Financial Services Inc$3.0M1
394Laurion Capital Management LP$3.0M1
395UMB Bank, n.a.$3.0M1
396BALYASNY ASSET MANAGEMENT L.P.$3.0M1
397ARCADIA INVESTMENT MANAGEMENT CORP/MI$2.9M1
398DUNCKER STREETT & CO INC$2.9M1
399OMERS ADMINISTRATION Corp$2.9M1
400Summit Trail Advisors, LLC$2.9M1
401Dai-ichi Life Insurance Company, Ltd$2.8M1
402SCOPUS ASSET MANAGEMENT, L.P.$2.8M1
403NewEdge Wealth, LLC$2.8M1
404Chesley Taft & Associates LLC$2.8M1
405MIZUHO SECURITIES USA LLC$2.8M1
406Knollwood Investment Advisory, LLC$2.7M1
407WD RUTHERFORD LLC$2.7M1
408Dynasty Wealth Management, LLC$2.7M1
409BRANDYWINE OAK PRIVATE WEALTH LLC$2.7M1
410Snowden Capital Advisors LLC$2.7M1
411HARTFORD INVESTMENT MANAGEMENT CO$2.6M1
412CONGRESS ASSET MANAGEMENT CO$2.6M1
413VestGen Advisors, LLC$2.5M1
414QRG CAPITAL MANAGEMENT, INC.$2.5M1
415ELEVATION POINT WEALTH PARTNERS, LLC$2.5M1
416Ameritas Investment Partners, Inc.$2.5M1
417Progressive Investment Management Corp$2.5M1
418CASTLEARK MANAGEMENT LLC$2.5M1
419STEINBERGANNA WEALTH MANAGEMENT$2.5M1
420Coastal Bridge Advisors, LLC$2.5M1
421Mattson Financial Services, LLC$2.4M1
422Atlantic Edge Private Wealth Management, LLC$2.4M1
423Walleye Capital LLC$2.4M1
424Columbia Bank$2.4M1
425Baer Investment Advisory LLC$2.4M1
426COMMERCE BANK$2.4M1
427ARGUS INVESTORS' COUNSEL, INC.$2.4M1
428FLPUTNAM INVESTMENT MANAGEMENT CO$2.3M1
429Allspring Global Investments Holdings, LLC$2.3M1
430PINNACLE ASSOCIATES LTD$2.3M1
431Maryland State Retirement & Pension System$2.3M1
432Caldwell Trust Co$2.3M1
433Laird Norton Wetherby Trust Company, LLC$2.3M1
434Sequoia Financial Advisors, LLC$2.3M1
435Bank of New Hampshire$2.3M1
436XTX Topco Ltd$2.3M1
437CHOREO, LLC$2.2M1
438Brookstone Capital Management$2.2M1
439Leibman Financial Services, Inc.$2.2M1
440BTC Capital Management, Inc.$2.2M1
441IHT Wealth Management, LLC$2.2M1
442Boston Common Asset Management, LLC$2.2M1
443RB Capital Management, LLC$2.2M1
444PRINCIPAL SECURITIES, INC.$2.2M1
445EPG Wealth Management LLC$2.2M1
446Brevan Howard Capital Management LP$2.1M1
447REGIONS FINANCIAL CORP$2.1M1
448MITCHELL CAPITAL MANAGEMENT CO$2.1M1
449Seelaus Asset Management LLC$2.1M1
450WEALTH EFFECTS LLC$2.1M1
451AFFINITY INVESTMENT ADVISORS, LLC$2.1M1
452Great Lakes Retirement, Inc.$2.1M1
453BDF-GESTION$2.1M1
454Callan Family Office, LLC$2.1M1
455Stratos Investment Management, LLC$2.1M1
456E. Ohman J:or Asset Management AB$2.1M1
457AG2R LA MONDIALE GESTION D'ACTIFS$2.1M1
458Tower Research Capital LLC (TRC)$2.0M1
459SVB WEALTH LLC$2.0M1
460Ashton Thomas Private Wealth, LLC$2.0M1
461UNITED CAPITAL FINANCIAL ADVISORS, LLC$1.9M1
462Sowell Financial Services LLC$1.9M1
463Meeder Advisory Services, Inc.$1.9M1
464MUFG Securities EMEA plc$1.9M1
465Lebenthal Global Advisors, LLC$1.9M1
466PANAGORA ASSET MANAGEMENT INC$1.8M1
467Patten Group, Inc.$1.8M1
468MCF Advisors LLC$1.8M1
469Mediolanum International Funds Ltd$1.8M1
470LOM Asset Management Ltd$1.8M1
471MIRABELLA FINANCIAL SERVICES LLP$1.8M1
472Millennium Capital Advisors, LLC$1.8M1
473PETTYJOHN, WOOD & WHITE, INC$1.8M1
474TOKIO MARINE ASSET MANAGEMENT CO LTD$1.8M1
475Talon Private Wealth, LLC$1.8M1
476COLDSTREAM CAPITAL MANAGEMENT INC$1.8M1
477D. E. Shaw & Co., Inc.$1.7M1
478Apollon Wealth Management, LLC$1.7M1
479Acropolis Investment Management, LLC$1.7M1
480ALPINE WOODS CAPITAL INVESTORS, LLC$1.7M1
481Saudi Central Bank$1.7M1
482Rokos Capital Management LLP$1.7M1
483Hilltop Holdings Inc.$1.7M1
484Empirical Finance, LLC$1.7M1
485Wedmont Private Capital$1.7M1
486Continuum Advisory, LLC$1.7M1
487PARADIGM ASSET MANAGEMENT CO LLC$1.6M1
488Metis Global Partners, LLC$1.6M1
489Dana Investment Advisors, Inc.$1.6M1
490Signal Advisors Wealth, LLC$1.6M1
491Jacobi Capital Management LLC$1.6M1
492Redwood Grove Capital, LLC$1.6M1
493KESTRA PRIVATE WEALTH SERVICES, LLC$1.6M1
494KEYBANK NATIONAL ASSOCIATION/OH$1.6M1
495HUB Investment Partners, LLC$1.6M1
496TOWNSQUARE CAPITAL LLC$1.6M1
497MBM WEALTH CONSULTANTS, LLC$1.6M1
498Kendall Capital Management$1.6M1
499RFG Advisory, LLC$1.6M1
500Blue Line Capital, LLC / IL$1.6M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)4 buy / 3 sell
Congress net ($ bound)−$76.0K to $43.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on URI

RETAINED WINDOW · ACTIVE HITS
Signal hits naming URI
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for URI · financials and macro

Financials — as filed PLANNED

URI's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: URI on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing