United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionHBK Sorce Advisory LLC
Latest Disclosed Ownership558 shares
Latest Disclosed Value $ 522,474
HBK Sorce Advisory LLC reports 13.65% increase in ownership of URI / United Rentals, Inc.

On May 11, 2026 - HBK Sorce Advisory LLC filed a 13F-HR form disclosing ownership of 558 shares of United Rentals, Inc. (MX:URI) valued at $522,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 491 shares of United Rentals, Inc.. This represents a change in shares of 13.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-11 2026-03-31 13F UNITED RENTALS COM 911363109 558 67 13.65 522 18.10 0.0096
2026-02-09 2025-12-31 13F UNITED RENTALS COM 911363109 491 -67 -12.01 442 -22.32 0.0102
2025-10-16 2025-09-30 13F/A-1 UNITED RENTALS COM 911363109 558 43 8.35 570 46.65 0.0143
2025-10-14 2025-09-30 13F UNITED RENTALS COM 911363109 610 95 607 0.0132
2025-08-04 2025-06-30 13F UNITED RENTALS COM 911363109 515 25 5.10 388 26.38 0.0105
2025-04-23 2025-03-31 13F UNITED RENTALS COM 911363109 490 19 4.03 307 -7.25 0.0090
2025-02-10 2024-12-31 13F UNITED RENTALS COM 911363109 471 -1 -0.21 332 -13.35 0.0100
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 472 26 5.83 382 32.64 0.0116
2024-08-08 2024-06-30 13F UNITED RENTALS COM 911363109 446 23 5.44 288 -5.26 0.0101
2024-05-09 2024-03-31 13F UNITED RENTALS COM 911363109 423 5 1.20 305 27.20 0.0108
2024-01-25 2023-12-31 13F UNITED RENTALS COM 911363109 418 418 239 0.0092
2023-08-04 2023-06-30 13F UNITED RENTALS COM 911363109 0 -895 -100.00 0 0.0000
2023-05-15 2023-03-31 13F UNITED RENTALS COM 911363109 895 15 1.70 1 0.0081
2023-02-09 2022-12-31 13F UNITED RENTALS COM 911363109 880 880 0 0.0084
2022-08-15 2022-06-30 13F UNITED RENTALS COM 911363109 0 -735 -100.00 0 -100.00
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 735 -456 -38.29 261 -34.09 0.0143
2022-02-15 2021-12-31 13F UNITED RENTALS COM 911363109 1,191 -6 -0.50 396 -5.71 0.0200
2021-11-15 2021-09-30 13F UNITED RENTALS COM 911363109 1,197 2 0.17 420 10.24 0.0231
2021-08-12 2021-06-30 13F UNITED RENTALS COM 911363109 1,195 396 49.56 381 44.87 0.0210
2021-05-14 2021-03-31 13F UNITED RENTALS COM 911363109 799 -951 -54.34 263 -35.22 0.0157
2021-02-12 2020-12-31 13F UNITED RENTALS COM 911363109 1,750 1,750 406 0.0251
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.