United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership8,172 shares
Latest Disclosed Value $ 5,953,429
Institute for Wealth Management, LLC. reports 0.37% decrease in ownership of URI / United Rentals, Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 8,172 shares of United Rentals, Inc. (MX:URI) valued at $5,953,429 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 8,202 shares of United Rentals, Inc.. This represents a change in shares of -0.37% 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)
2026-05-14 2026-03-31 13F UNITED RENTALS COM 911363109 8,172 -30 -0.37 5,953 -10.31 0.6344
2026-01-27 2025-12-31 13F UNITED RENTALS COM 911363109 8,202 -40 -0.49 6,638 -15.63 0.7033
2025-10-17 2025-09-30 13F UNITED RENTALS COM 911363109 8,242 -154 -1.83 7,868 24.38 0.8195
2025-07-18 2025-06-30 13F UNITED RENTALS COM 911363109 8,396 5 0.06 6,325 20.29 0.7053
2025-04-21 2025-03-31 13F UNITED RENTALS COM 911363109 8,391 703 9.14 5,258 -2.90 0.6746
2025-01-23 2024-12-31 13F UNITED RENTALS COM 911363109 7,688 -220 -2.78 5,415 -15.42 0.6783
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 7,908 -60 -0.75 6,403 24.26 0.8080
2024-07-25 2024-06-30 13F UNITED RENTALS COM 911363109 7,968 -116 -1.43 5,153 -11.61 0.6906
2024-04-30 2024-03-31 13F UNITED RENTALS COM 911363109 8,084 104 1.30 5,829 27.41 0.7513
2024-01-31 2023-12-31 13F UNITED RENTALS COM 911363109 7,980 -69 -0.86 4,576 27.86 0.7423
2023-10-13 2023-09-30 13F UNITED RENTALS COM 911363109 8,049 -95 -1.17 3,578 -1.32 0.6453
2023-07-25 2023-06-30 13F UNITED RENTALS COM 911363109 8,144 48 0.59 3,627 13.21 0.6118
2023-04-20 2023-03-31 13F UNITED RENTALS COM 911363109 8,096 -188 -2.27 3,204 8.80 0.6119
2023-02-02 2022-12-31 13F UNITED RENTALS COM 911363109 8,284 -13 -0.16 2,944 31.37 0.6189
2022-10-18 2022-09-30 13F UNITED RENTALS COM 911363109 8,297 97 1.18 2,241 12.50 0.5028
2022-07-25 2022-06-30 13F UNITED RENTALS COM 911363109 8,200 211 2.64 1,992 -29.81 0.3911
2022-04-29 2022-03-31 13F UNITED RENTALS COM 911363109 7,989 -27 -0.34 2,838 6.57 0.4592
2022-01-21 2021-12-31 13F UNITED RENTALS COM 911363109 8,016 -2 -0.02 2,663 -5.37 0.4339
2021-11-15 2021-09-30 13F UNITED RENTALS COM 911363109 8,018 -10 -0.12 2,814 9.88 0.4939
2021-07-21 2021-06-30 13F UNITED RENTALS COM 911363109 8,028 -98 -1.21 2,561 -4.30 0.4496
2021-05-04 2021-03-31 13F UNITED RENTALS COM 911363109 8,126 -208 -2.50 2,676 38.44 0.5088
2021-02-01 2020-12-31 13F UNITED RENTALS COM 911363109 8,334 -433 -4.94 1,933 26.34 0.3843
2020-11-03 2020-09-30 13F UNITED RENTALS COM 911363109 8,767 -96 -1.08 1,530 15.82 0.3493
2020-07-30 2020-06-30 13F UNITED RENTALS COM 911363109 8,863 0 0.00 1,321 44.85 0.3234
2020-04-29 2020-03-31 13F UNITED RENTALS COM 911363109 8,863 -2,559 -22.40 912 -52.13 0.2812
2020-02-27 2019-12-31 13F/A-1 UNITED RENTALS COM 911363109 11,422 10 0.09 1,905 33.97 0.4302
2020-01-27 2019-12-31 13F UNITED RENTALS COM 911363109 1,905 -9,507 1,905 442,379.2340
2019-10-28 2019-09-30 13F UNITED RENTALS COM 911363109 11,412 57 0.50 1,422 -5.58 0.3584
2019-08-02 2019-06-30 13F UNITED RENTALS COM 911363109 11,355 498 4.59 1,506 21.45 0.3333
2019-05-15 2019-03-31 13F UNITED RENTALS COM 911363109 10,857 10,857 1,240 0.2696
2019-02-08 2018-12-31 13F UNITED RENTALS COM 911363109 0 -11,787 -100.00 0 -100.00
2018-10-29 2018-09-30 13F UNITED RENTALS COM 911363109 11,787 6 0.05 1,982 13.91 0.6689
2018-08-10 2018-06-30 13F UNITED RENTALS COM 911363109 11,781 157 1.35 1,740 -0.57 0.5544
2018-05-15 2018-03-31 13F UNITED RENTALS COM 911363109 11,624 358 3.18 1,750 -9.47 0.5158
2018-02-12 2017-12-31 13F UNITED RENTALS COM 911363109 11,266 -167 -1.46 1,933 21.96 0.4462
2017-11-14 2017-09-30 13F UNITED RENTALS COM 911363109 11,433 45 0.40 1,585 23.63 0.5154
2017-08-14 2017-06-30 13F UNITED RENTALS COM 911363109 11,388 11,388 1,282 0.3527
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.