United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionClearbridge Investments, LLC
Latest Disclosed Ownership145,746 shares
Latest Disclosed Value $ 106,184,538
Clearbridge Investments, LLC reports 56.67% increase in ownership of URI / United Rentals, Inc.

On May 13, 2026 - Clearbridge Investments, LLC filed a 13F-HR form disclosing ownership of 145,746 shares of United Rentals, Inc. (MX:URI) valued at $106,184,538 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 93,025 shares of United Rentals, Inc.. This represents a change in shares of 56.67% 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)
2026-05-13 2026-03-31 13F United Rentals COM 911363109 145,746 52,721 56.67 106,185 41.04 0.0832
2026-02-11 2025-12-31 13F United Rentals COM 911363109 93,025 -13,820 -12.93 75,287 -26.19 0.0603
2025-11-13 2025-09-30 13F United Rentals COM 911363109 106,845 -7,350 -6.44 102,001 18.56 0.0768
2025-08-12 2025-06-30 13F United Rentals COM 911363109 114,195 -8,981 -7.29 86,035 11.45 0.0699
2025-05-13 2025-03-31 13F United Rentals COM 911363109 123,176 109,649 810.59 77,194 710.18 0.0674
2025-02-12 2024-12-31 13F United Rentals COM 911363109 13,527 943 7.49 9,529 -6.49 0.0077
2024-11-12 2024-09-30 13F United Rentals COM 911363109 12,584 3,367 36.53 10,190 70.93 0.0080
2024-08-27 2024-06-30 13F/A-1 United Rentals COM 911363109 9,217 976 11.84 5,961 0.32 0.0048
2024-05-13 2024-03-31 13F United Rentals COM 911363109 8,241 40 0.49 5,943 26.37 0.0047
2024-02-09 2023-12-31 13F United Rentals COM 911363109 8,201 -43,197 -84.04 4,703 -79.42 0.0040
2023-11-13 2023-09-30 13F United Rentals COM 911363109 51,398 -9,414 -15.48 22,850 -15.63 0.0220
2023-08-11 2023-06-30 13F United Rentals COM 911363109 60,812 8 0.01 27,084 12.55 0.0244
2023-05-12 2023-03-31 13F United Rentals COM 911363109 60,804 -45,511 -42.81 24,064 -36.32 0.0230
2023-02-10 2022-12-31 13F United Rentals COM 911363109 106,315 -977 -0.91 37,786 30.38 0.0373
2022-11-14 2022-09-30 13F United Rentals COM 911363109 107,292 -80,029 -42.72 28,982 -36.31 0.0292
2022-08-11 2022-06-30 13F United Rentals COM 911363109 187,321 13,748 7.92 45,502 -26.20 0.0424
2022-05-13 2022-03-31 13F United Rentals COM 911363109 173,573 69,566 66.89 61,655 78.40 0.0463
2022-02-11 2021-12-31 13F United Rentals COM 911363109 104,007 -118,697 -53.30 34,560 -55.78 0.0235
2021-11-12 2021-09-30 13F United Rentals COM 911363109 222,704 -36,037 -13.93 78,154 -5.31 0.0557
2021-08-13 2021-06-30 13F United Rentals COM 911363109 258,741 2,282 0.89 82,541 -2.27 0.0574
2021-05-13 2021-03-31 13F United Rentals COM 911363109 256,459 724 0.28 84,455 42.40 0.0630
2021-02-10 2020-12-31 13F United Rentals COM 911363109 255,735 -24,930 -8.88 59,308 21.10 0.0458
2020-11-12 2020-09-30 13F United Rentals COM 911363109 280,665 -1,730 -0.61 48,976 16.37 0.0421
2020-08-14 2020-06-30 13F UNITED RENTALS COM 911363109 282,395 -167,638 -37.25 42,088 -9.11 0.0380
2020-05-22 2020-03-31 13F/A-1 UNITED RENTALS COM 911363109 450,033 -35,777 -7.36 46,308 -43.48 0.0502
2020-05-15 2020-03-31 13F UNITED RENTALS COM 911363109 450,033 -35,777 46,308 50,199.1712
2020-02-14 2019-12-31 13F UNITED RENTALS COM 911363109 485,810 1,767 0.37 81,932 35.80 0.0679
2019-11-14 2019-09-30 13F UNITED RENTALS COM 911363109 484,043 2,600 0.54 60,331 -5.52 0.0527
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 481,443 10,855 2.31 63,854 18.76 0.0553
2019-05-15 2019-03-31 13F UNITED RENTALS COM 911363109 470,588 5,446 1.17 53,765 12.74 0.0475
2019-02-14 2018-12-31 13F UNITED RENTALS COM 911363109 465,142 46 0.01 47,691 -37.32 0.0482
2018-11-28 2018-09-30 13F/A-1 UNITED RENTALS COM 911363109 465,096 35,236 8.20 76,090 19.91 0.0655
2018-11-14 2018-09-30 13F UNITED RENTALS COM 911363109 465,096 35,236 76,090
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 429,860 -18,179 -4.06 63,456 -18.00 0.0519
2018-05-15 2018-03-31 13F UNITED RENTALS COM 911363109 448,039 3,406 0.77 77,390 1.25 0.0730
2018-02-14 2017-12-31 13F UNITED RENTALS COM 911363109 444,633 -55,343 -11.07 76,437 10.19 0.0706
2017-11-14 2017-09-30 13F UNITED RENTALS COM 911363109 499,976 -30,268 -5.71 69,367 16.07 0.0667
2017-08-14 2017-06-30 13F UNITED RENTALS COM 911363109 530,244 19,324 3.78 59,764 -6.46 0.0587
2017-06-07 2017-03-31 13F/A-1 UNITED RENTALS COM 911363109 510,920 -434,540 -45.96 63,891 -36.00 0.0643
2017-05-15 2017-03-31 13F UNITED RENTALS COM 911363109 510,920 63,891
2017-02-14 2016-12-31 13F UNITED RENTALS COM 911363109 945,460 -46,867 -4.72 99,822 28.16 0.1097
2016-11-14 2016-09-30 13F UNITED RENTALS COM 911363109 992,327 -14,737 -1.46 77,888 15.26 0.0877
2016-08-15 2016-06-30 13F UNITED RENTALS COM 911363109 1,007,064 4,676 0.47 67,574 8.40 0.0798
2016-05-16 2016-03-31 13F UNITED RENTALS COM 911363109 1,002,388 275,529 37.91 62,339 18.23 0.0745
2016-02-16 2015-12-31 13F UNITED RENTALS COM 911363109 726,859 34,967 5.05 52,726 26.90 0.0611
2015-11-16 2015-09-30 13F UNITED RENTALS COM 911363109 691,892 577,589 505.31 41,548 314.86 0.0497
2015-08-17 2015-06-30 13F/A-1 UNITED RENTALS COM 911363109 114,303 79,125 224.93 10,015 212.29 0.0106
2015-08-14 2015-06-30 13F UNITED RENTALS COM 911363109 114,303 10,015
2015-05-15 2015-03-31 13F UNITED RENTALS COM 911363109 35,178 -637 -1.78 3,207 -12.21 0.0033
2015-02-17 2014-12-31 13F UNITED RENTALS COM 911363109 35,815 -6,310 -14.98 3,653 -21.94 0.0038
2014-11-14 2014-09-30 13F UNITED RENTALS COM 911363109 42,125 -8,163 -16.23 4,680 -11.14 0.0052
2014-08-14 2014-06-30 13F UNITED RENTALS COM 911363109 50,288 -19,675 -28.12 5,267 -20.70 0.0059
2014-05-15 2014-03-31 13F UNITED RENTALS COM 911363109 69,963 -525,482 -88.25 6,642 -85.69 0.0079
2014-02-14 2013-12-31 13F UNITED RENTALS COM 911363109 595,445 28,632 5.05 46,415 40.48 0.0579
2013-11-14 2013-09-30 13F UNITED RENTALS COM 911363109 566,813 43,850 8.38 33,040 26.58 0.0461
2013-08-14 2013-06-30 13F UNITED RENTALS COM 911363109 522,963 522,963 26,102 0.0398
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.