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Rockefeller Capital Management L.P.: URI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rockefeller Capital Management L.P. on URI, newest first. How the timeline and the estimate are built.

Rockefeller Capital Management L.P. held 97,659 URI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,659 shares
    Change vs previous 13F +2,484 shares

    0.17% of the 13F portfolio, value $110,637,482.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 95,175 shares
    Change vs previous 13F -19,196 shares

    0.12% of the 13F portfolio, value $69,341,555.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 114,371 shares
    Change vs previous 13F +24,726 shares

    0.17% of the 13F portfolio, value $92,563,390.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 89,645 shares
    Change vs previous 13F +8,712 shares

    0.17% of the 13F portfolio, value $85,580,877.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 80,933 shares
    Change vs previous 13F +12,620 shares

    0.14% of the 13F portfolio, value $62,256,758.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,313 shares
    Change vs previous 13F -5,159 shares

    0.11% of the 13F portfolio, value $42,812,894.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 73,472 shares
    Change vs previous 13F -970 shares

    0.13% of the 13F portfolio, value $51,757,703.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 74,442 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $60,274,617.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).