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Sunbelt Rentals Holdings, Inc. 13F holders

497 funds reported a position in Sunbelt Rentals Holdings, Inc. in their 13F for the quarter ended 30 June 2026, together 329.8 million shares worth $25.37 billion. Against the quarter before, 134 opened a position, 166 added, 137 trimmed and 53 sold out; together they bought a net 18.6 million shares. The largest holders: Dodge & Cox, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC.

Funds holding497+86 on Q1 2026
Shares they held329.8Mworth $25.37 billion
Net bought on the quarter18.6M sharesabout $1.43 billion at the funds' values
Funds buying to selling300 to 190opened or added, to cut or sold
Opened 134Added 166Held 55Trimmed 137Sold out 53
Opened: 134 fundsAdded: 166 fundsHeld: 55 fundsTrimmed: 137 fundsSold out: 53 funds

What each fund did in SUNB against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q1 2026: 411 funds, 303.8 million shares411Q1 2026Q2 2026: 497 funds, 329.8 million shares497Q2 2026

Funds reporting a position in SUNB in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 109 reported a position in Sunbelt Rentals Holdings, Inc.: 33 opened one, 31 added, 25 trimmed and 12 sold out, a net 671,390 shares sold.

FundChange in sharesShares nowStatusFiling
Cooke & Bieler LP-561,0422,094,665trimmed13F
ASR Vermogensbeheer N.V.-435,08144,644trimmed13F
Assenagon Asset Management S.A.-105,08418,702trimmed13F
Metropolis Capital Ltd+101,5933,644,072added13F
IFM Investors Pty Ltd+100,021100,021new13F
Generali Asset Management SPA SGR-114,3482,598trimmed13F
J. Safra Sarasin Holding AG+80,049126,298added13F
Sumitomo Mitsui DS Asset Management Company, Ltd+42,82242,822new13F
Montrusco Bolton Investments Inc.+36,277698,976added13F
Quilter Plc-36,175330,996trimmed13F
Formuepleje A/S+40,54140,541new13F
Abn Amro Investment Solutions+30,27230,272new13F
Diversified Management Inc.+29,91629,916new13F
KBC Group NV+26,43026,463added13F
Louisbourg Investments Inc.+25,61152,798added13F
Inspire Investing, LLC+21,04921,049new13F
James Hambro & Partners LLP+20,2941,195,451added13F
AG2R La Mondiale Gestion D'actifs+19,15319,153new13F
Addenda Capital Inc.+17,968196,722added13F
Axxion S.A.+15,50015,500new13F
TD Waterhouse Canada Inc.+14,73386,541added13F
Tokio Marine Asset Management Co. Ltd+15,14115,141new13F
Robeco Institutional Asset Management B.V.+9,2829,282new13F
Apollon Wealth Management, LLC-8,67518,061trimmed13F
Cigna Investments Inc.-7,7113,302trimmed13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 9 reported a position in Sunbelt Rentals Holdings, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Dodge & Cox, 54.8 million shares worth $4.10 billion, 2.1% of its reported book. New this quarter: Point72 Asset Management. Sold out: Millennium Management. In the quarter, 5 funds added or opened a position and 4 trimmed or sold out; together they bought a net 7.8 million shares, about $580.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Dodge & Cox54,761,610$4.10 billion2.1%+1,659,763added30 June 202613F
Harris Associates10,461,105$782.6 million1.0%-1,192,228trimmed30 June 202613F
Geode Capital Management7,214,695$545.4 million0.0%+6,813,505added30 June 202613F
Norges Bank7,273,452$530.1 million0.1%held30 June 202613F
Baillie Gifford2,948,390$215.1 million0.2%-163,423trimmed30 June 202613F
Citadel Advisors600,344$44.9 million0.0%+318,480added30 June 202613F
Soros Fund Management516,034$38.6 million0.6%-30,080trimmed30 June 202613F
FMR LLC509,719$38.1 million0.0%+23,982added30 June 202613F
Point72 Asset Management431,766$32.3 million0.1%+431,766new30 June 202613F
Millennium Management0$00.0%-98,322exited30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Dodge & Cox54,761,61016.61%$4.10 billion2.15%+1,659,76313F
Vanguard Capital Management LLC30,658,8479.30%$2.27 billion0.05%+4,559,80713F
Vanguard Portfolio Management LLC20,188,1076.12%$1.51 billion0.07%+460,18713F
BlackRock, Inc.15,155,0594.60%$1.13 billion0.02%+14,680,35413F
Prudential PLC174,6690.05%$943.0 million5.13%+82,52413F
Wellington Management Group LLP11,057,9263.35%$806.8 million0.14%-163,44713F
Harris Associates L P10,461,1053.17%$782.6 million1.04%-1,192,22813F
Invesco Ltd.10,335,7853.13%$773.2 million0.06%+227,69413F
Rothschild & Co Wealth Management UK Ltd8,653,8292.62%$634.5 million9.16%+141,99613F
Principal Financial Group Inc.7,934,2122.41%$591.4 million0.29%+1,323,24113F
Geode Capital Management, LLC7,214,6952.19%$545.4 million0.03%+6,813,50513F
Norges Bank7,273,4522.21%$530.1 million0.05%13F
Royal Bank of Canada7,060,4572.14%$528.2 million0.09%-83,58113F
Vanguard Fiduciary Trust Co.6,231,2771.89%$459.4 million0.10%+2,251,20013F
Ako Capital LLP6,074,8171.84%$454.5 million10.59%+2,889,53313F
Gardner Russo & Quinn LLC5,897,8251.79%$441.2 million4.94%-151,30813F
State Street Corp.5,894,9141.79%$441.0 million0.01%+5,891,21413F
Capital World Investors5,933,3251.80%$433.0 million0.05%+241,23613F
Ruane, Cunniff & Goldfarb L.P.4,261,1631.29%$318.8 million4.96%-1,227,09813F
Amundi3,781,6821.15%$282.9 million0.07%-433,12513F
Bank of New York Mellon Corp3,501,2531.06%$261.9 million0.04%+684,63413F
Beck Mack & Oliver LLC3,168,6560.96%$237.0 million4.62%-208,56513F
Nuveen, LLC3,057,1680.93%$224.1 million0.05%+573,17313F
Metropolis Capital Ltd3,542,4791.07%$222.2 million6.44%-1,371,95713F
Baillie Gifford & Co.2,948,3900.89%$215.1 million0.20%-163,42313F
Cooke & Bieler LP2,655,7070.81%$197.5 million2.28%-161,46613F
Charles Schwab Investment Management Inc.2,526,3760.77%$186.7 million0.03%+1,278,20013F
Goldman Sachs Group Inc.2,477,3000.75%$185.3 million0.02%+512,84813F
Rathbones Group PLC2,245,2420.68%$165.7 million0.61%-2,340,69013F
Abrams Bison Investments, LLC2,058,7580.62%$154.0 million7.52%-10,502,32713F
Focus Partners Wealth2,056,5870.62%$153.8 million0.16%+253,31413F
Jane Street Group, LLC2,000,0160.61%$149.6 million0.10%+1,891,48813F
American Century Companies Inc.1,874,1150.57%$136.7 million0.06%-141,10913F
Bank of America Corp.1,775,7190.54%$132.8 million0.01%-16,68213F
1832 Asset Management L.P.1,727,6400.52%$129.2 million0.16%+40,12213F
Northern Trust Corp.1,700,9410.52%$127.2 million0.01%+1,574,11213F
Legal & General Group Plc1,703,4110.52%$124.4 million0.03%-1,154,35013F
Deutsche Bank AG1,572,3580.48%$117.6 million0.03%-270,81413F
Fiduciary Management Inc.1,553,3090.47%$116.2 million1.65%-367,94113F
Turtle Creek Asset Management Inc.1,548,9070.47%$115.9 million4.53%-652,38013F
Swiss National Bank1,531,0700.46%$111.3 million0.06%-126,41413F
Aviva PLC1,440,8530.44%$105.0 million0.15%+60,70513F
Caisse de depot et placement du Quebec1,344,5880.41%$100.4 million0.14%+728,89813F
Morgan Stanley1,301,3510.39%$97.4 million0.01%-1,511,18813F
Universal- Beteiligungs- und Servicegesellschaft mbH1,322,3860.40%$96.5 million0.15%-218,71813F
59 North Capital Management, LP1,212,2700.37%$90.7 million2.02%new13F
Anchor Capital Advisors LLC1,200,9880.36%$89.8 million1.26%+739,27813F
Dorsey Asset Management, LLC1,150,5780.35%$86.1 million5.51%-1,054,41813F
James Hambro & Partners LLP1,175,1570.36%$85.7 million3.10%+9,83213F
Aristotle Capital Management, LLC1,110,3060.34%$83.1 million0.17%-84,56613F
The 50 largest of the 497 funds that reported a position in SUNB in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SUNB

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls35,500$2.7 million30 June 202613F
Citadel AdvisorsPuts12,600$942,60630 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
27 October 202613G/ABlackRock, Inc. and 1 other21.1 million5.2%30 September 2026passive, institutional (13d-1(b))EDGAR
31 July 202613G/AVanguard Capital Management and 1 other38.4 million9.4%30 June 2026passive, institutional (13d-1(b))EDGAR
30 July 202613G/ABlackRock, Inc. and 1 other36.7 million9.0%30 June 2026passive, institutional (13d-1(b))EDGAR
29 April 202613GVanguard Capital Management and 1 other31.5 million7.6%31 March 2026passive, institutional (13d-1(b))EDGAR
27 April 202613GBlackRock, Inc. and 1 other22.3 million5.4%31 March 2026passive, institutional (13d-1(b))EDGAR
7 April 202613GDodge & Cox and 1 other53.1 million12.8%31 March 2026passive, institutional (13d-1(b))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 202696,827$73.78SEC
29 September 2026173,064$74.89SEC
28 September 202632$75.06SEC
24 September 2026157,973$73.78SEC
22 September 2026144,808$72.85SEC
18 September 202635$73.97SEC
16 September 2026100$71.89SEC
11 September 2026717,323$73.18SEC
9 September 20261$69.32SEC
8 September 20263$68.59SEC
3 September 202616$67.11SEC
2 September 2026114,432$67.07SEC
1 September 20261,908,347$72.28SEC
31 August 2026829,748$73.20SEC
28 August 2026208,252$73.66SEC
27 August 2026368$74.38SEC
26 August 2026217$75.69SEC
24 August 2026318$76.88SEC
21 August 20265$77.10SEC
20 August 202643,247$79.83SEC
19 August 2026395$78.80SEC
17 August 20261,280$84.80SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 1,908,347 on 1 September 2026. A fail is an operational fact about settlement, not a position.