United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionBeacon Investment Advisory Services, Inc.
Latest Disclosed Ownership12,664 shares
Latest Disclosed Value $ 9,226,488
Beacon Investment Advisory Services, Inc. reports 53.93% increase in ownership of URI / United Rentals, Inc.

On April 14, 2026 - Beacon Investment Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 12,664 shares of United Rentals, Inc. (MX:URI) valued at $9,226,488 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on January 16, 2026 disclosing 8,227 shares of United Rentals, Inc.. This represents a change in shares of 53.93% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F UNITED RENTALS COM 911363109 12,664 4,437 53.93 9,226 38.57 0.3789
2026-01-16 2025-12-31 13F/A-1 UNITED RENTALS COM 911363109 8,227 7,663 1,358.69 6,658 1,137.55 0.2717
2026-01-14 2025-12-31 13F UNITED RENTALS COM 911363109 8,227 7,663 6,658 0.2717
2025-10-16 2025-09-30 13F UNITED RENTALS COM 911363109 564 0 0.00 538 26.89 0.0226
2025-07-15 2025-06-30 13F UNITED RENTALS COM 911363109 564 -37 -6.16 425 12.77 0.0188
2025-05-06 2025-03-31 13F UNITED RENTALS COM 911363109 601 -19 -3.06 377 -13.76 0.0176
2025-01-17 2024-12-31 13F UNITED RENTALS COM 911363109 620 0 0.00 437 -13.15 0.0189
2024-11-14 2024-09-30 13F UNITED RENTALS COM 911363109 620 0 0.00 502 25.50 0.0209
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 620 0 0.00 401 -10.51 0.0172
2024-05-09 2024-03-31 13F UNITED RENTALS COM 911363109 620 0 0.00 447 25.92 0.0193
2024-02-12 2023-12-31 13F UNITED RENTALS COM 911363109 620 3 0.49 356 29.56 0.0162
2023-10-31 2023-09-30 13F UNITED RENTALS COM 911363109 617 7 1.15 274 1.11 0.0135
2023-07-21 2023-06-30 13F UNITED RENTALS COM 911363109 610 0 0.00 272 12.45 0.0125
2023-05-04 2023-03-31 13F UNITED RENTALS COM 911363109 610 -27 -4.24 241 6.64 0.0117
2023-01-13 2022-12-31 13F UNITED RENTALS COM 911363109 637 637 226 0.0116
2022-07-21 2022-06-30 13F UNITED RENTALS COM 911363109 0 -1,286 -100.00 0 -100.00
2022-05-12 2022-03-31 13F UNITED RENTALS COM 911363109 1,286 -16 -1.23 457 5.54 0.0195
2022-02-04 2021-12-31 13F UNITED RENTALS COM 911363109 1,302 -9 -0.69 433 -5.87 0.0168
2021-11-09 2021-09-30 13F UNITED RENTALS COM 911363109 1,311 10 0.77 460 10.84 0.0190
2021-08-02 2021-06-30 13F UNITED RENTALS COM 911363109 1,301 -6 -0.46 415 -3.49 0.0168
2021-05-21 2021-03-31 13F UNITED RENTALS COM 911363109 1,307 0 0.00 430 41.91 0.0188
2021-02-08 2020-12-31 13F UNITED RENTALS COM 911363109 1,307 0 0.00 303 32.89 0.0140
2020-10-29 2020-09-30 13F UNITED RENTALS COM 911363109 1,307 1,307 228 0.0118
2020-05-05 2020-03-31 13F UNITED RENTALS COM 911363109 0 -1,392 -100.00 0 -100.00
2020-01-31 2019-12-31 13F UNITED RENTALS COM 911363109 1,392 -264 -15.94 232 12.62 0.0124
2019-10-29 2019-09-30 13F UNITED RENTALS COM 911363109 1,656 0 0.00 206 -6.36 0.0206
2019-08-07 2019-06-30 13F UNITED RENTALS COM 911363109 1,656 1,656 220 0.0233
2019-02-07 2018-12-31 13F UNITED RENTALS COM 911363109 0 -1,667 -100.00 0 -100.00
2018-11-08 2018-09-30 13F UNITED RENTALS COM 911363109 1,667 -1,592 -48.85 273 -43.24 0.0265
2018-08-08 2018-06-30 13F UNITED RENTALS COM 911363109 3,259 132 4.22 481 -10.93 0.0486
2018-04-26 2018-03-31 13F UNITED RENTALS COM 911363109 3,127 57 1.86 540 2.27 0.0557
2018-04-26 2017-12-31 13F/A-1 UNITED RENTALS COM 911363109 3,070 -1,109 -26.54 528 -8.97 0.0558
2018-02-02 2017-12-31 13F UNITED RENTALS COM 911363109 3,070 -1,109 528 0.0558
2017-11-14 2017-09-30 13F UNITED RENTALS COM 911363109 4,179 4,179 580 0.0497
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.