United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionQuantum Financial Advisors, LLC
Latest Disclosed Ownership434 shares
Latest Disclosed Value $ 316,195
Quantum Financial Advisors, LLC reports 0.23% decrease in ownership of URI / United Rentals, Inc.

On April 8, 2026 - Quantum Financial Advisors, LLC filed a 13F-HR form disclosing ownership of 434 shares of United Rentals, Inc. (MX:URI) valued at $316,195 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 435 shares of United Rentals, Inc.. This represents a change in shares of -0.23% 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)
2026-04-08 2026-03-31 13F UNITED RENTALS COM 911363109 434 -1 -0.23 316 -10.23 0.0355
2026-01-12 2025-12-31 13F UNITED RENTALS COM 911363109 435 1 0.23 352 -14.98 0.0395
2025-10-08 2025-09-30 13F UNITED RENTALS COM 911363109 434 0 0.00 414 26.99 0.0505
2025-07-11 2025-06-30 13F UNITED RENTALS COM 911363109 434 0 0.00 327 20.30 0.0443
2025-04-09 2025-03-31 13F UNITED RENTALS COM 911363109 434 0 0.00 272 -11.15 0.0405
2025-01-14 2024-12-31 13F UNITED RENTALS COM 911363109 434 0 0.00 306 -13.11 0.0466
2024-10-04 2024-09-30 13F UNITED RENTALS COM 911363109 434 0 0.00 351 25.36 0.0550
2024-07-15 2024-06-30 13F UNITED RENTALS COM 911363109 434 0 0.00 281 -10.26 0.0493
2024-04-26 2024-03-31 13F UNITED RENTALS COM 911363109 434 0 0.00 313 25.81 0.0576
2024-01-09 2023-12-31 13F UNITED RENTALS COM 911363109 434 434 249 0.0607
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.