United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionCommerce Bank
Latest Disclosed Ownership3,311 shares
Latest Disclosed Value $ 2,412,261
Commerce Bank reports 25.85% increase in ownership of URI / United Rentals, Inc.

On May 11, 2026 - Commerce Bank filed a 13F-HR form disclosing ownership of 3,311 shares of United Rentals, Inc. (US:URI) valued at $2,412,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,631 shares of United Rentals, Inc.. This represents a change in shares of 25.85% during the quarter. The current value of the position is $3,498,336 USD.

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)
2026-05-11 2026-03-31 13F UNITED RENTALS COM 911363109 3,311 680 25.85 2,412 13.29 0.0050
2026-02-13 2025-12-31 13F UNITED RENTALS COM 911363109 2,631 34 1.31 2,129 -14.12 0.0118
2025-11-12 2025-09-30 13F UNITED RENTALS COM 911363109 2,597 -38 -1.44 2,479 24.89 0.0138
2025-08-07 2025-06-30 13F UNITED RENTALS COM 911363109 2,635 56 2.17 1,985 22.83 0.0117
2025-05-08 2025-03-31 13F UNITED RENTALS COM 911363109 2,579 -34 -1.30 1,616 -12.17 0.0103
2025-02-13 2024-12-31 13F UNITED RENTALS COM 911363109 2,613 -97 -3.58 1,841 -16.13 0.0113
2024-11-08 2024-09-30 13F UNITED RENTALS COM 911363109 2,710 -22 -0.81 2,194 24.24 0.0134
2024-08-12 2024-06-30 13F UNITED RENTALS COM 911363109 2,732 9 0.33 1,767 -10.04 0.0114
2024-05-03 2024-03-31 13F UNITED RENTALS COM 911363109 2,723 -204 -6.97 1,964 16.98 0.0130
2024-02-09 2023-12-31 13F UNITED RENTALS COM 911363109 2,927 248 9.26 1,678 40.89 0.0119
2023-11-14 2023-09-30 13F UNITED RENTALS COM 911363109 2,679 -39 -1.43 1,191 -1.57 0.0094
2023-08-08 2023-06-30 13F UNITED RENTALS COM 911363109 2,718 627 29.99 1,211 46.31 0.0091
2023-05-04 2023-03-31 13F UNITED RENTALS COM 911363109 2,091 358 20.66 828 34.47 0.0065
2023-02-10 2022-12-31 13F UNITED RENTALS COM 911363109 1,733 82 4.97 616 37.89 0.0050
2022-11-04 2022-09-30 13F UNITED RENTALS COM 911363109 1,651 -316 -16.07 446 -6.69 0.0039
2022-08-12 2022-06-30 13F UNITED RENTALS COM 911363109 1,967 443 29.07 478 -11.65 0.0039
2022-05-09 2022-03-31 13F UNITED RENTALS COM 911363109 1,524 -718 -32.02 541 -27.38 0.0037
2022-02-14 2021-12-31 13F UNITED RENTALS COM 911363109 2,242 15 0.67 745 -4.61 0.0049
2021-11-09 2021-09-30 13F UNITED RENTALS COM 911363109 2,227 757 51.50 781 66.52 0.0055
2021-08-09 2021-06-30 13F UNITED RENTALS COM 911363109 1,470 -31 -2.07 469 -5.06 0.0033
2021-05-05 2021-03-31 13F UNITED RENTALS COM 911363109 1,501 -374 -19.95 494 13.56 0.0038
2021-02-09 2020-12-31 13F UNITED RENTALS COM 911363109 1,875 339 22.07 435 62.31 0.0035
2020-11-06 2020-09-30 13F UNITED RENTALS COM 911363109 1,536 35 2.33 268 20.18 0.0024
2020-08-07 2020-06-30 13F UNITED RENTALS COM 911363109 1,501 -2,427 -61.79 223 -44.80 0.0022
2020-05-08 2020-03-31 13F UNITED RENTALS COM 911363109 3,928 1,196 43.78 404 -11.40 0.0049
2020-02-14 2019-12-31 13F UNITED RENTALS COM 911363109 2,732 584 27.19 456 70.15 0.0043
2019-11-12 2019-09-30 13F UNITED RENTALS COM 911363109 2,148 392 22.32 268 15.02 0.0027
2019-08-07 2019-06-30 13F UNITED RENTALS COM 911363109 1,756 1,756 233 0.0026
2014-11-06 2014-09-30 13F UNITED RENTALS COM 911363109 0 -2,727 -100.00 0 -100.00
2014-08-05 2014-06-30 13F UNITED RENTALS COM 911363109 2,727 2,727 286 0.0047
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.