United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionCaldwell Trust Co
Latest Disclosed Ownership3,173 shares
Latest Disclosed Value $ 2,311,721
Caldwell Trust Co reports 0.19% increase in ownership of URI / United Rentals, Inc.

On April 22, 2026 - Caldwell Trust Co filed a 13F-HR form disclosing ownership of 3,173 shares of United Rentals, Inc. (MX:URI) valued at $2,311,721 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,167 shares of United Rentals, Inc.. This represents a change in shares of 0.19% 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)
2026-04-22 2026-03-31 13F UNITED RENTALS COM 911363109 3,173 6 0.19 2,312 -9.83 0.2065
2026-01-30 2025-12-31 13F UNITED RENTALS COM 911363109 3,167 210 7.10 2,563 -9.18 0.2278
2025-10-23 2025-09-30 13F UNITED RENTALS COM 911363109 2,957 266 9.88 2,823 39.22 0.2639
2025-09-22 2025-06-30 13F UNITED RENTALS COM 911363109 2,691 127 4.95 2,027 26.21 0.2027
2025-09-23 2025-03-31 13F UNITED RENTALS COM 911363109 2,564 56 2.23 1,607 -9.06 0.1724
2025-09-24 2024-12-31 13F UNITED RENTALS COM 911363109 2,508 -3 -0.12 1,767 -13.13 0.1845
2025-09-24 2024-09-30 13F UNITED RENTALS COM 911363109 2,511 -14 -0.55 2,033 24.57 0.2135
2025-09-24 2024-06-30 13F UNITED RENTALS COM 911363109 2,525 8 0.32 1,633 -10.08 0.1807
2025-09-24 2024-03-31 13F UNITED RENTALS COM 911363109 2,517 93 3.84 1,815 30.67 0.2113
2025-10-01 2023-12-31 13F UNITED RENTALS COM 911363109 2,424 136 5.94 1,390 36.58 0.1755
2025-10-01 2023-09-30 13F UNITED RENTALS COM 911363109 2,288 176 8.33 1,017 8.19 0.1388
2025-10-01 2023-06-30 13F UNITED RENTALS COM 911363109 2,112 30 1.44 941 14.22 0.1227
2025-10-01 2023-03-31 13F UNITED RENTALS COM 911363109 2,082 30 1.46 824 12.89 0.1143
2025-10-01 2022-12-31 13F UNITED RENTALS COM 911363109 2,052 0 0.00 729 31.59 0.1031
2025-10-01 2022-09-30 13F UNITED RENTALS COM 911363109 2,052 -74 -3.48 554 7.36 0.0823
2025-10-02 2022-06-30 13F UNITED RENTALS COM 911363109 2,126 0 0.00 516 -31.66 0.0711
2025-10-02 2022-03-31 13F UNITED RENTALS COM 911363109 2,126 -1 -0.05 755 6.94 0.0900
2025-10-02 2021-12-31 13F UNITED RENTALS COM 911363109 2,127 0 0.00 707 -5.36 0.0813
2025-10-02 2021-09-30 13F UNITED RENTALS COM 911363109 2,127 0 0.00 746 10.03 0.0943
2025-10-02 2021-06-30 13F UNITED RENTALS COM 911363109 2,127 0 0.00 679 -3.14 0.0888
2025-10-02 2021-03-31 13F UNITED RENTALS COM 911363109 2,127 0 0.00 700 41.99 0.0977
2025-10-02 2020-12-31 13F UNITED RENTALS COM 911363109 2,127 0 0.00 493 32.88 0.0746
2025-10-02 2020-09-30 13F UNITED RENTALS COM 911363109 2,127 0 0.00 371 17.03 0.0610
2025-10-02 2020-06-30 13F UNITED RENTALS COM 911363109 2,127 0 0.00 317 45.41 0.0531
2025-10-02 2020-03-31 13F UNITED RENTALS COM 911363109 2,127 0 0.00 219 -38.42 0.0415
2025-10-06 2019-12-31 13F UNITED RENTALS COM 911363109 2,127 2,127 355 0.0542
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.