13FPulse
HR

HRI HERC HOLDINGS INC

2026Q2 · CUSIP 42704L104 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
327
Institutions that reported holding it to the SEC
Net increase in holders
+27
Last quarter 300 → now 327
How unusual is that
Top 20%
Stronger buying than 88% of US stocks
What the filings say, in one paragraph

327 funds held HRI at the end of 2026Q2, up 27 from the quarter before. That is stronger buying than 87.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $4.9B(YoY +28.5%), the P/E is 84.0x, return on equity is 2.6%. HRI has had 9 buying rushes in its history, and the price moved +10.6% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q2: holders=60 2016Q3: holders=190 2016Q4: holders=183 2017Q1: holders=185 2017Q2: holders=160 2017Q3: holders=147 2017Q4: holders=185 2018Q1: holders=191 2018Q2: holders=174 2018Q3: holders=173 2018Q4: holders=170 2019Q1: holders=172 2019Q2: holders=165 2019Q3: holders=170 2019Q4: holders=163 2020Q1: holders=143 2020Q2: holders=149 2020Q3: holders=150 2020Q4: holders=167 2021Q1: holders=191 2021Q2: holders=217 2021Q3: holders=243 2021Q4: holders=254 2022Q1: holders=261 2022Q2: holders=236 2022Q3: holders=225 2022Q4: holders=242 2023Q1: holders=271 2023Q2: holders=254 2023Q3: holders=258 2023Q4: holders=278 2024Q1: holders=275 2024Q2: holders=278 2024Q3: holders=279 2024Q4: holders=319 2025Q1: holders=298 2025Q2: holders=296 2025Q3: holders=287 2025Q4: holders=310 2026Q1: holders=300 2026Q2: holders=327 -130 -65 +0 +65 +130 54199344 16Q217Q318Q420Q121Q222Q323Q425Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2024Q4 Top 20% -31.4% -37.2%
2023Q1 Top 5% +22.3% +21.6%
2021Q3 Top 10% -17.1% -41.6%
2021Q2 Top 10% +53.7% +28.6%
2021Q1 Top 20% +20.4% +85.1%
2017Q4 Top 20% -5.3% -17.3%
2016Q3 Top 1% in the market +28.5% -7.6%
2016Q2 Top 1% in the market +21.3% +53.3%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
160
Change in large funds
+18
Total value they hold
$4.9B
Funds buying for the first time
77
Funds that sold out entirely
50
Price change that quarter
+5.9%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
84.0
EPS (TTM)
$1.68
EPS YoY
+97.7%
Revenue (TTM)
$4.9B
Revenue YoY
+28.5%
Net margin
1.0%
ROE
2.6%
Debt ratio
86.2%
FCF (TTM)
$1.1B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 3.36 2022-12-31: EPS 3.26 2023-03-31: EPS 2.28 2023-06-30: EPS 2.66 2023-09-30: EPS 3.96 2023-12-31: EPS 3.19 2024-03-31: EPS 2.29 2024-06-30: EPS 2.46 2024-09-30: EPS 4.28 2024-12-31: EPS -1.63 2025-03-31: EPS -0.63 2025-06-30: EPS -1.17 2025-09-30: EPS 0.90 2025-12-31: EPS 0.93 2026-03-31: EPS -0.72 2026-06-30: EPS 0.57 0B 0.7B 1.3B $B -1.79 1.46 4.71 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 17 9 3004 6000 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K158M315M 20162017201820192020202120222023202420252026
Latest quarter $236M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.