United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionRobeco Institutional Asset Management B.V.
Latest Disclosed Ownership267,084 shares
Latest Disclosed Value $ 194,586,720
Robeco Institutional Asset Management B.V. reports 35.79% increase in ownership of URI / United Rentals, Inc.

On April 21, 2026 - Robeco Institutional Asset Management B.V. filed a 13F-HR form disclosing ownership of 267,084 shares of United Rentals, Inc. (MX:URI) valued at $194,586,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 196,688 shares of United Rentals, Inc.. This represents a change in shares of 35.79% 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)
2026-04-21 2026-03-31 13F UNITED RENTALS COM 911363109 267,084 70,396 35.79 194,587 22.24 0.2773
2026-01-23 2025-12-31 13F UNITED RENTALS COM 911363109 196,688 191,162 3,459.32 159,184 2,917.69 0.2267
2025-10-22 2025-09-30 13F UNITED RENTALS COM 911363109 5,526 -796 -12.59 5,275 10.77 0.0076
2025-07-18 2025-06-30 13F UNITED RENTALS COM 911363109 6,322 -3,511 -35.71 4,763 -22.72 0.0077
2025-04-23 2025-03-31 13F UNITED RENTALS COM 911363109 9,833 -754 -7.12 6,162 -17.37 0.0120
2025-01-23 2024-12-31 13F UNITED RENTALS COM 911363109 10,587 -6,923 -39.54 7,458 -47.40 0.0141
2024-10-29 2024-09-30 13F UNITED RENTALS COM 911363109 17,510 -6,026 -25.60 14,178 -6.85 0.0282
2024-07-23 2024-06-30 13F UNITED RENTALS COM 911363109 23,536 11,249 91.55 15,221 71.79 0.0328
2024-04-24 2024-03-31 13F UNITED RENTALS COM 911363109 12,287 1,538 14.31 8,860 43.76 0.0193
2024-02-14 2023-12-31 13F/A-1 UNITED RENTALS COM 911363109 10,749 474 4.61 6,164 34.95 0.0149
2024-02-08 2023-12-31 13F UNITED RENTALS COM 911363109 4,943 -5,332 11 0.0020
2023-10-24 2023-09-30 13F UNITED RENTALS COM 911363109 10,275 -7,057 -40.72 4,568 -40.83 0.0122
2023-07-24 2023-06-30 13F UNITED RENTALS COM 911363109 17,332 -117,668 -87.16 7,719 -85.55 0.0202
2023-05-04 2023-03-31 13F UNITED RENTALS COM 911363109 135,000 3,670 2.79 53,428 14.46 0.1456
2023-02-07 2022-12-31 13F UNITED RENTALS COM 911363109 131,330 28,722 27.99 46,677 68.42 0.1345
2022-12-01 2022-09-30 13F/A-1 UNITED RENTALS COM 911363109 102,608 13,280 14.87 27,715 27.74 0.0896
2022-10-27 2022-09-30 13F UNITED RENTALS COM 911363109 102,608 13,280 27,715 0.0884
2022-12-01 2022-06-30 13F/A-1 UNITED RENTALS COM 911363109 89,328 2,382 2.74 21,696 -29.76 0.0674
2022-07-27 2022-06-30 13F UNITED RENTALS COM 911363109 89,328 2,382 21,696 0.0665
2022-12-01 2022-03-31 13F/A-1 UNITED RENTALS COM 911363109 86,946 -8,210 -8.63 30,888 -2.31 0.0728
2022-04-26 2022-03-31 13F UNITED RENTALS COM 911363109 86,946 -8,210 30,888 0.0719
2022-12-01 2021-12-31 13F/A-1 UNITED RENTALS COM 911363109 95,156 -16,154 -14.51 31,620 -19.05 0.0673
2022-01-31 2021-12-31 13F UNITED RENTALS COM 911363109 95,156 -16,154 31,620 0.0665
2022-12-01 2021-09-30 13F/A-1 UNITED RENTALS COM 911363109 111,310 -3,593 -3.13 39,063 6.56 0.0866
2021-10-20 2021-09-30 13F UNITED RENTALS COM 911363109 111,310 -3,593 39,063 0.0855
2022-12-01 2021-06-30 13F/A-1 UNITED RENTALS COM 911363109 114,903 37,292 48.05 36,657 43.43 0.0813
2021-07-28 2021-06-30 13F UNITED RENTALS COM 911363109 114,903 37,292 36,657 0.0801
2022-12-01 2021-03-31 13F/A-1 UNITED RENTALS COM 911363109 77,611 2,022 2.67 25,557 45.81 0.0630
2021-04-23 2021-03-31 13F UNITED RENTALS COM 911363109 77,611 2,022 25,557 0.0621
2022-12-01 2020-12-31 13F/A-1 UNITED RENTALS COM 911363109 75,589 2,078 2.83 17,528 36.64 0.0461
2021-01-28 2020-12-31 13F UNITED RENTALS COM 911363109 75,589 2,078 17,528 0.0455
2021-01-19 2020-09-30 13F/A-1 UNITED RENTALS COM 911363109 73,511 24,482 49.93 12,828 75.56 0.0396
2020-10-29 2020-09-30 13F UNITED RENTALS COM 911363109 73,511 24,482 12,828 39,617.0390
2021-01-19 2020-06-30 13F/A-1 UNITED RENTALS COM 911363109 49,029 -1,029 -2.06 7,307 41.83 0.0248
2020-07-20 2020-06-30 13F UNITED RENTALS COM 911363109 49,029 -1,029 7,307 24,793.9543
2021-01-19 2020-03-31 13F/A-1 UNITED RENTALS COM 911363109 50,058 31,941 176.30 5,152 70.60 0.0207
2020-04-30 2020-03-31 13F UNITED RENTALS COM 911363109 50,058 31,941 5,152 20,650.3779
2021-01-19 2019-12-31 13F/A-1 UNITED RENTALS COM 911363109 18,117 5,093 39.10 3,020 86.08 0.0097
2020-02-06 2019-12-31 13F UNITED RENTALS COM 911363109 18,117 5,093 3,020 9,659.2378
2021-01-19 2019-09-30 13F/A-1 UNITED RENTALS COM 911363109 13,024 -1,262 -8.83 1,623 -14.40 0.0057
2019-10-17 2019-09-30 13F UNITED RENTALS COM 911363109 13,024 -1,262 1,623 5,721.7425
2021-01-19 2019-06-30 13F/A-1 UNITED RENTALS COM 911363109 14,286 -19,269 -57.43 1,896 -50.56 0.0067
2019-07-19 2019-06-30 13F UNITED RENTALS COM 911363109 14,286 -19,269 1,896 6,685.7919
2021-01-19 2019-03-31 13F/A-1 UNITED RENTALS COM 911363109 33,555 6,124 22.33 3,835 36.48 0.0141
2019-05-02 2019-03-31 13F UNITED RENTALS COM 911363109 33,555 6,124 3,835 14,080.7558
2021-01-19 2018-12-31 13F/A-1 UNITED RENTALS COM 911363109 27,431 0 0.00 2,810 -37.40 0.0126
2019-02-08 2018-12-31 13F UNITED RENTALS COM 911363109 27,431 0 2,810 12,595.6857
2021-01-19 2018-09-30 13F/A-1 UNITED RENTALS COM 911363109 27,431 -46,110 -62.70 4,489 -58.64 0.0178
2018-10-25 2018-09-30 13F UNITED RENTALS COM 911363109 27,360 -46,181 4,477
2021-01-19 2018-06-30 13F/A-1 UNITED RENTALS COM 911363109 73,541 20,631 38.99 10,854 18.78 0.0494
2018-08-03 2018-06-30 13F UNITED RENTALS COM 911363109 73,541 20,631 10,854
2021-01-19 2018-03-31 13F/A-1 UNITED RENTALS COM 911363109 52,910 -10,077 -16.00 9,138 -15.63 0.0429
2018-05-07 2018-03-31 13F UNITED RENTALS COM 911363109 52,910 -10,077 9,138 42,734.1514
2021-01-19 2017-12-31 13F/A-1 UNITED RENTALS COM 911363109 62,987 1,121 1.81 10,831 26.21 0.0561
2018-01-25 2017-12-31 13F UNITED RENTALS COM 911363109 62,987 1,121 10,831
2021-01-19 2017-09-30 13F/A-1 UNITED RENTALS COM 911363109 61,866 619 1.01 8,582 24.38 0.0533
2017-10-17 2017-09-30 13F UNITED RENTALS COM 911363109 61,866 619 8,582 53,168.5007
2021-01-19 2017-06-30 13F/A-1 UNITED RENTALS COM 911363109 61,247 22,466 57.93 6,900 42.33 0.0444
2017-08-07 2017-06-30 13F UNITED RENTALS COM 911363109 61,247 22,466 6,900 44,924.5570
2021-01-19 2017-03-31 13F/A-1 UNITED RENTALS COM 911363109 38,781 4,682 13.73 4,848 34.67 0.0323
2017-05-15 2017-03-31 13F UNITED RENTALS COM 911363109 38,781 4,682 4,848 32,200.1232
2017-02-09 2016-12-31 13F UNITED RENTALS COM 911363109 34,099 -2,609 -7.11 3,600 24.96 0.0282
2016-11-07 2016-09-30 13F UNITED RENTALS COM 911363109 36,708 17,490 91.01 2,881 130.11 0.0213
2016-07-22 2016-06-30 13F UNITED RENTALS COM 911363109 19,218 11,507 149.23 1,252 160.83 0.0095
2016-05-16 2016-03-31 13F UNITED RENTALS COM 911363109 7,711 7,711 0.00 480 0.0039
2016-02-08 2015-12-31 13F UNITED RENTALS COM 911363109 0 0 0 0.0000
2015-11-12 2015-09-30 13F UNITED RENTALS COM 911363109 0 -3,142 -100.00 0 -100.00
2015-08-17 2015-06-30 13F UNITED RENTALS COM 911363109 3,142 3,142 0.00 275 0.0021
2015-04-24 2015-03-31 13F UNITED RENTALS COM 911363109 0 -3,942 -100.00 0 -100.00
2015-02-12 2014-12-31 13F UNITED RENTALS COM 911363109 3,942 1,764 80.99 402 66.12 0.0029
2014-11-10 2014-09-30 13F UNITED RENTALS COM 911363109 2,178 631 40.79 242 49.38 0.0017
2014-08-13 2014-06-30 13F UNITED RENTALS COM 911363109 1,547 -33,953 -95.64 162 -92.17 0.0012
2013-11-12 2013-09-30 13F UNITED RENTALS COM 911363109 35,500 0 0.00 2,069 16.76 0.0201
2013-08-27 2013-06-30 13F United Rentals COM 911363109 35,500 35,500 1,772 0.0179
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.