United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionTodd Asset Management Llc
Latest Disclosed Ownership64,587 shares
Latest Disclosed Value $ 47,055,678
Todd Asset Management Llc reports 0.82% decrease in ownership of URI / United Rentals, Inc.

On May 12, 2026 - Todd Asset Management Llc filed a 13F-HR form disclosing ownership of 64,587 shares of United Rentals, Inc. (MX:URI) valued at $47,055,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 65,118 shares of United Rentals, Inc.. This represents a change in shares of -0.82% 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)
2026-05-12 2026-03-31 13F UNITED RENTALS COM 911363109 64,587 -531 -0.82 47,056 -10.71 0.6462
2026-02-09 2025-12-31 13F UNITED RENTALS COM 911363109 65,118 -104 -0.16 52,701 -15.36 1.0265
2025-11-07 2025-09-30 13F UNITED RENTALS COM 911363109 65,222 -584 -0.89 62,265 25.59 1.2594
2025-08-13 2025-06-30 13F UNITED RENTALS COM 911363109 65,806 -680 -1.02 49,579 18.99 1.0688
2025-05-12 2025-03-31 13F UNITED RENTALS COM 911363109 66,486 -42,616 -39.06 41,667 -45.79 0.9805
2025-02-04 2024-12-31 13F UNITED RENTALS COM 911363109 109,102 -12,444 -10.24 76,856 -21.91 1.8410
2024-11-13 2024-09-30 13F UNITED RENTALS COM 911363109 121,546 1,933 1.62 98,419 27.23 2.2896
2024-08-14 2024-06-30 13F UNITED RENTALS CS 911363109 119,613 -4,572 -3.68 77,357 -13.62 1.6062
2024-05-15 2024-03-31 13F UNITED RENTALS CS 911363109 124,185 -29,533 -19.21 89,551 1.60 1.8307
2024-02-06 2023-12-31 13F UNITED RENTALS CS 911363109 153,718 -23,957 -13.48 88,145 11.59 1.9431
2023-11-02 2023-09-30 13F UNITED RENTALS CS 911363109 177,675 47,153 36.13 78,989 35.88 1.8732
2023-08-01 2023-06-30 13F UNITED RENTALS CS 911363109 130,522 -540 -0.41 58,131 12.07 1.3540
2023-05-09 2023-03-31 13F UNITED RENTALS CS 911363109 131,062 -27,755 -17.48 51,869 -8.11 1.2556
2023-02-02 2022-12-31 13F UNITED RENTALS CS 911363109 158,817 -552 -0.35 56,447 31.12 1.3712
2022-11-08 2022-09-30 13F UNITED RENTALS CS 911363109 159,369 -1,732 -1.08 43,049 10.01 1.2043
2022-07-29 2022-06-30 13F UNITED RENTALS CS 911363109 161,101 -501 -0.31 39,133 -31.83 1.0080
2022-04-27 2022-03-31 13F UNITED RENTALS CS 911363109 161,602 -1,370 -0.84 57,403 6.00 1.2635
2022-02-03 2021-12-31 13F UNITED RENTALS CS 911363109 162,972 -72,128 -30.68 54,154 -34.36 1.1631
2021-11-05 2021-09-30 13F UNITED RENTALS CS 911363109 235,100 2,458 1.06 82,504 11.17 1.8925
2021-08-05 2021-06-30 13F UNITED RENTALS CS 911363109 232,642 47,706 25.80 74,215 21.86 1.6742
2021-05-06 2021-03-31 13F UNITED RENTALS CS 911363109 184,936 -97,442 -34.51 60,902 -7.00 1.4302
2021-02-05 2020-12-31 13F UNITED RENTALS CS 911363109 282,378 59,224 26.54 65,486 68.17 1.6709
2020-11-06 2020-09-30 13F UNITED RENTALS CS 911363109 223,154 44 0.02 38,941 17.11 1.1629
2020-08-06 2020-06-30 13F UNITED RENTALS CS 911363109 223,110 -140,569 -38.65 33,253 -11.14 1.0535
2020-05-07 2020-03-31 13F UNITED RENTALS CS 911363109 363,679 68,433 23.18 37,423 -24.00 1.4308
2020-01-30 2019-12-31 13F UNITED RENTALS CS 911363109 295,246 -3,217 -1.08 49,238 32.36 1.2211
2019-11-12 2019-09-30 13F UNITED RENTAL CS 911363109 298,463 -850 -0.28 37,200 -6.29 1.0186
2019-08-06 2019-06-30 13F UNITED RENTALS CS 911363109 299,313 -1,069 -0.36 39,698 15.68 1.0859
2019-05-08 2019-03-31 13F UNITED RENTALS CS 911363109 300,382 -824 -0.27 34,318 11.12 0.9691
2019-02-12 2018-12-31 13F UNITED RENTALS CS 911363109 301,206 33,307 12.43 30,883 -29.54 0.9881
2018-11-09 2018-09-30 13F UNITED RENTALS COM 911363109 267,899 -87,446 -24.61 43,828 -16.45 1.2047
2018-08-08 2018-06-30 13F UNITED RENTALS COM 911363109 355,345 84,903 31.39 52,456 12.29 1.4740
2018-05-10 2018-03-31 13F UNITED RENTALS COM 911363109 270,442 -18,529 -6.41 46,713 -5.97 1.2892
2018-02-02 2017-12-31 13F UNITED RENTALS COM 911363109 288,971 -11,615 -3.86 49,677 19.12 1.3412
2017-11-06 2017-09-30 13F UNITED RENTALS COM 911363109 300,586 -12,958 -4.13 41,703 18.01 1.1548
2017-08-09 2017-06-30 13F UNITED RENTALS Com 911363109 313,544 -101,954 -24.54 35,339 -31.99 1.0073
2017-05-09 2017-03-31 13F UNITED RENTALS Com 911363109 415,498 80,175 23.91 51,958 46.76 1.4950
2017-01-27 2016-12-31 13F UNITED RENTALS Com 911363109 335,323 -25,739 -7.13 35,403 24.92 1.0625
2016-11-01 2016-09-30 13F UNITED RENTALS Com 911363109 361,062 -7,903 -2.14 28,340 21.34 0.8565
2016-08-01 2016-06-30 13F UNITED RENTALS common 911363109 368,965 -122,900 -24.99 23,355 -23.65 0.7454
2016-05-09 2016-03-31 13F UNITED RENTALS common 911363109 491,865 -9,693 -1.93 30,589 -15.93 0.9112
2016-02-08 2015-12-31 13F UNITED RENTALS common 911363109 501,558 -20,689 -3.96 36,383 16.01 1.1028
2015-11-06 2015-09-30 13F UNITED RENTALS common 911363109 522,247 -15,062 -2.80 31,361 -33.39 0.9819
2015-08-04 2015-06-30 13F UNITED RENTALS common 911363109 537,309 -4,091 -0.76 47,079 -4.61 1.2806
2015-04-27 2015-03-31 13F UNITED RENTALS common 911363109 541,400 -2,464 -0.45 49,354 -11.04 1.3757
2015-02-10 2014-12-31 13F UNITED RENTALS common 911363109 543,864 -1,113 -0.20 55,479 -8.37 1.5447
2014-10-28 2014-09-30 13F UNITED RENTALS Common 911363109 544,977 -25,501 -4.47 60,547 1.34 1.7349
2014-08-08 2014-06-30 13F UNITED RENTALS Common 911363109 570,478 -9,863 -1.70 59,746 8.44 1.6988
2014-05-07 2014-03-31 13F UNITED RENTALS Common 911363109 580,341 -132,578 -18.60 55,097 -0.85 1.5939
2014-01-31 2013-12-31 13F UNITED RENTALS COMMON 911363109 712,919 -59,387 -7.69 55,572 23.44 1.6113
2013-10-23 2013-09-30 13F UNITED RENTALS COMMON 911363109 772,306 772,306 45,018 1.3789
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.