Cross-institution positioning
Jul 31, 2026Strong institutional accumulation. 2 accumulating across 2 comparable institutions.
Source: Schedule 13 researchSUNB Institutional Ownership
Sunbelt Rentals Holdings, Inc.
Latest stored close $74.77 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Buy
Multi-institution accumulation
73/100
2 tracked · 2 comparable
Latest filing
Jul 31, 2026
Positive breadth
2 positive · 0 negative
Recent close
$74.77
Research confidence
Medium
Institutional Research 84/100 · 2 accumulating · 0 reducing / exited
Ownership history
Reported ownership % history
Latest filing Jul 31, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating2
Newly reported0
Reducing / exited
0
52-week position
—
Institutional Intelligence
Why STOCKNODE says Buy
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Buy 73/100
Confidence:Medium
Why this signal
- 2 tracked institutions accumulating versus 0 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
- Comparable SEC fundamentals are improving.
Institutional
83/100
Insiders
51/100
Fundamentals
66/100
Events
50/100
Quarterly 13F activity
Jun 30, 20262 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 2 sales by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 9, 20266 non-amendment material events in the last 90 days; 1 capital-related filing/event (0 equity-related, 1 debt-related); Latest classified evidence: Results of operations / financial condition. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Sep 9, 2026Revenue +14.7% YoY; Net income +17.4% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 42% through its reported 52-week range.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Vanguard Capital Management.
Filed Jul 31, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Jul 31, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Vanguard Capital Management
Filed Jul 31, 2026
Direction locked
BlackRock
Filed Jul 30, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Vanguard Capital Management
Filed Jul 31, 2026
BlackRock
Filed Jul 30, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases11 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth1
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Horgan Kyle | POpen-market or private purchase | Common Stock | 25 | $73.30 | Direct | Oct 5, 2026 |
| Sep 19, 2026 | Horgan Brendan | FTax/price withholding or payment | Common Stock | 3.7K | $73.59 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Cesarone Nando | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Cockburn Angus | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Singleton James Louis | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Pease Alexander W | AGrant, award, or other acquisition | Common Stock | 59 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Clark Barbara | AGrant, award, or other acquisition | Common Stock | 19 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | JAMISON CYNTHIA T | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Horgan Kyle | AGrant, award, or other acquisition | Common Stock | 31 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Singh-Bushell Ekta | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Fuller-Andrews Lynne | AGrant, award, or other acquisition | Common Stock | 27 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Lull Brad | AGrant, award, or other acquisition | Common Stock | 31 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Easterbrook Jill | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Horgan Brendan | AGrant, award, or other acquisition | Common Stock | 196 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Walker Paul Ashton | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Washburn John | AGrant, award, or other acquisition | Common Stock | 31 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Twite Roy | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 18, 2026 | Ribeiro Renata | AGrant, award, or other acquisition | Common Stock | 9 | $0.00 | Direct | Sep 22, 2026 |
| Sep 1, 2026 | Ribeiro Renata | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Sep 2, 2026 |
| Sep 1, 2026 | Walker Paul Ashton | AGrant, award, or other acquisition | Common Stock | 2.4K | — | Direct | Sep 2, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related1
90-day equity-related0
90-day debt-related1
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 9, 2026 | 8-K | 2.02, 9.01 | Results of operations / financial condition; Financial statements / exhibits | — | Filing |
| Sep 2, 2026 | 8-K | 5.07 | Shareholder vote results | — | Filing |
| Jul 15, 2026 | 8-K | 1.01, 2.03, 9.01 | Material definitive agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Jul 13, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jul 8, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 30, 2026 | 8-K | 5.02, 9.01 | Director or executive change; Financial statements / exhibits | — | Filing |
| Jun 23, 2026 | 8-K | 2.02, 8.01, 9.01 | Results of operations / financial condition; Other event; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$701.0M
Q1 2027
+14.7% YoY 10-Q filed Sep 9, 2026
Operating income
$691.0M
Q1 2027
+15.9% YoY 10-Q filed Sep 9, 2026
Operating margin
98.6%
Q1 2027
+1.0 pts YoY 10-Q filed Sep 9, 2026
Net income
$438.0M
Q1 2027
+17.4% YoY 10-Q filed Sep 9, 2026
Diluted EPS
$1.07
Q1 2027
+23.0% YoY 10-Q filed Sep 9, 2026
Operating cash flow
$840.0M
Q1 2027
-3.2% YoY 10-Q filed Sep 9, 2026
Cash & equivalents
$32.0M
As of Jul 31, 2026
10-Q filed Sep 9, 2026
Long-term debt
$8.6B
As of Jul 31, 2026
10-Q filed Sep 9, 2026
Assets
$23.6B
As of Jul 31, 2026
+6.0% YoY 10-Q filed Sep 9, 2026
Liabilities
$16.2B
As of Jul 31, 2026
10-Q filed Sep 9, 2026
Stockholders’ equity
$7.4B
As of Jul 31, 2026
-4.9% YoY 10-Q filed Sep 9, 2026
Shares outstanding
409.8M
As of Sep 4, 2026
10-Q filed Sep 9, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Jul 31, 2026 | $701.0M | +14.7% |
| Ended Jul 31, 2025 | $611.0M | — |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$71.89
View live quote ↗
52-week low
$61.03
Apr 7, 2026
52-week high
$86.68
Jun 18, 2026
Below 52-week high
17.1%
1W return
+3.7%
1M return
-15.2%
3M return
-14.0%
6M return
-1.2%
YTD return
1Y return
30-day volatility
46.2%
90-day volatility
45.6%
1Y max drawdown
-23.3%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 6 filing(s) · 3 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 30.7M | $74.77 | |||
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 observed Jul 31, 2026 filed · 31d Schedule 13G amendment | Reported accumulation | 38.4M +7.0M | 12.00% +4.39 pts | $74.81 | $71.92 | $74.77 |
| BlackRock CIK0002012383 | Jun 30, 2026 observed Jul 30, 2026 filed · 30d Schedule 13G amendment | Reported accumulation | 36.7M +14.5M | 12.00% 0.00 pts | $74.81 | $72.53 | $74.77 |
Explore more institutional activity
Related research
Compare SUNB with other securities showing similar institutional activity or recent accumulation across several tracked institutions.