United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership672 shares
Latest Disclosed Value $ 489,592
Heritage Wealth Advisors reports 0.75% increase in ownership of URI / United Rentals, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 672 shares of United Rentals, Inc. (MX:URI) valued at $489,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 667 shares of United Rentals, Inc.. This represents a change in shares of 0.75% 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 672 5 0.75 490 -9.28 0.0191
2026-02-13 2025-12-31 13F United Rentals COM 911363109 667 0 0.00 540 -15.25 0.0206
2025-11-13 2025-09-30 13F United Rentals COM 911363109 667 -2 -0.30 637 26.19 0.0279
2025-08-11 2025-06-30 13F United Rentals COM 911363109 669 0 0.00 504 20.29 0.0239
2025-05-08 2025-03-31 13F United Rentals COM 911363109 669 0 0.00 419 -11.04 0.0212
2025-02-12 2024-12-31 13F United Rentals COM 911363109 669 2 0.30 471 -12.78 0.0234
2024-11-12 2024-09-30 13F United Rentals COM 911363109 667 10 1.52 540 27.36 0.0253
2024-12-12 2024-06-30 13F/A-1 United Rentals COM 911363109 657 0 0.00 425 -10.36 0.0192
2024-08-06 2024-06-30 13F United Rentals COM 911363109 657 0 425 0.0192
2024-12-12 2024-03-31 13F/A-1 United Rentals COM 911363109 657 0 0.00 474 25.80 0.0216
2024-05-08 2024-03-31 13F United Rentals COM 911363109 100,781 100,124 49,856 2.2829
2024-12-12 2023-12-31 13F/A-1 United Rentals COM 911363109 657 0 0.00 377 28.77 0.0187
2024-02-12 2023-12-31 13F United Rentals COM 911363109 663 6 380 0.0189
2024-12-12 2023-09-30 13F/A-1 United Rentals COM 911363109 657 0 0.00 292 0.00 0.0159
2023-11-09 2023-09-30 13F United Rentals COM 911363109 657 0 292 0.0159
2024-12-12 2023-06-30 13F/A-1 United Rentals COM 911363109 657 0 0.00 293 12.31 0.0155
2023-08-09 2023-06-30 13F United Rentals COM 911363109 657 0 293 0.0155
2023-05-04 2023-03-31 13F United Rentals COM 911363109 657 0 0.00 260 11.59 0.0145
2024-12-12 2022-12-31 13F/A-1 United Rentals COM 911363109 657 0 0.00 234 31.64 0.0135
2023-02-07 2022-12-31 13F United Rentals COM 911363109 657 0 234 0.0135
2024-12-12 2022-09-30 13F/A-1 United Rentals COM 911363109 657 0 0.00 177 0.0129
2022-11-10 2022-09-30 13F United Rentals COM 911363109 657 0 0 0.0128
2022-08-04 2022-06-30 13F United Rentals COM 911363109 657 0 0.00 0 0.0111
2022-05-11 2022-03-31 13F United Rentals COM 911363109 657 0 0.00 0 0.0129
2022-03-28 2021-12-31 13F/A-1 United Rentals COM 911363109 657 0 0.00 0 -100.00 0.0120
2022-02-02 2021-12-31 13F United Rentals COM 911363109 657 0 218 0.0120
2021-11-02 2021-09-30 13F United Rentals COM 911363109 657 0 0.00 231 10.05 0.0141
2021-08-09 2021-06-30 13F/A-1 United Rentals COM 911363109 657 0 0.00 210 -3.24 0.0129
2021-07-27 2021-06-30 13F United Rentals COM 911363109 657 0 152 0.0095
2021-04-27 2021-03-31 13F United Rentals COM 911363109 657 0 0.00 216 42.11 0.0130
2021-02-01 2020-12-31 13F United Rentals COM 911363109 657 0 0.00 152 33.33 0.0095
2020-11-03 2020-09-30 13F United Rentals COM 911363109 657 0 0.00 115 17.53 0.0148
2020-07-17 2020-06-30 13F/A-1 United Rentals COM 911363109 657 -138 -17.36 98 19.75 0.0137
2020-07-17 2020-06-30 13F United Rentals COM 911363109 3,502 2,707 97 13,574.1224
2020-05-05 2020-03-31 13F United Rentals COM 911363109 795 138 21.00 82 -25.69 0.0147
2020-02-04 2019-12-31 13F United Rentals COM 911363109 657 0 0.00 110 34.57 0.0145
2019-10-30 2019-09-30 13F United Rentals COM 911363109 657 0 0.00 81 -6.90 0.0119
2019-08-05 2019-06-30 13F United Rentals COM 911363109 657 0 0.00 87 16.00 0.0134
2019-05-06 2019-03-31 13F United Rentals COM 911363109 657 0 0.00 75 11.94 0.0123
2019-01-26 2018-12-31 13F United Rentals COM 911363109 657 0 0.00 67 -37.38 0.0131
2018-11-14 2018-09-30 13F United Rentals COM 911363109 657 657 107 0.0210
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.