United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionXponance, Inc.
Latest Disclosed Ownership15,193 shares
Latest Disclosed Value $ 11,069,017
Xponance, Inc. reports 19.33% increase in ownership of URI / United Rentals, Inc.

On May 13, 2026 - Xponance, Inc. filed a 13F-HR form disclosing ownership of 15,193 shares of United Rentals, Inc. (US:URI) valued at $11,069,012 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 12,732 shares of United Rentals, Inc.. This represents a change in shares of 19.33% during the quarter. The current value of the position is $16,478,632 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)
2026-05-13 2026-03-31 13F UNITED RENTALS COM 911363109 15,193 2,461 19.33 11,069 7.42 0.0787
2026-02-12 2025-12-31 13F UNITED RENTALS COM 911363109 12,732 536 4.39 10,304 -11.50 0.0773
2025-11-12 2025-09-30 13F UNITED RENTALS COM 911363109 12,196 961 8.55 11,643 37.56 0.0922
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 11,235 -1,159 -9.35 8,464 8.97 0.0707
2025-05-01 2025-03-31 13F UNITED RENTALS COM 911363109 12,394 1,233 11.05 7,767 -1.21 0.0751
2025-02-11 2024-12-31 13F UNITED RENTALS COM 911363109 11,161 387 3.59 7,862 -9.88 0.0717
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 10,774 30 0.28 8,724 25.56 0.0842
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 10,744 281 2.69 6,948 -7.90 0.0710
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 10,463 294 2.89 7,545 29.38 0.0791
2024-01-31 2023-12-31 13F UNITED RENTALS COM 911363109 10,169 -173 -1.67 5,831 26.84 0.0698
2023-10-24 2023-09-30 13F UNITED RENTALS COM 911363109 10,342 40 0.39 4,598 0.20 0.0626
2023-07-14 2023-06-30 13F UNITED RENTALS COM 911363109 10,302 -5,894 -36.39 4,588 -28.41 0.0611
2023-04-18 2023-03-31 13F UNITED RENTALS COM 911363109 16,196 175 1.09 6,410 12.56 0.0937
2023-01-24 2022-12-31 13F UNITED RENTALS COM 911363109 16,021 1,460 10.03 5,694 44.77 0.0923
2022-10-24 2022-09-30 13F UNITED RENTALS COM 911363109 14,561 4,819 49.47 3,933 66.23 0.0756
2022-08-02 2022-06-30 13F UNITED RENTALS COM 911363109 9,742 2,236 29.79 2,366 -11.25 0.0475
2022-04-20 2022-03-31 13F UNITED RENTALS COM 911363109 7,506 211 2.89 2,666 9.98 0.0443
2022-01-31 2021-12-31 13F UNITED RENTALS COM 911363109 7,295 1,070 17.19 2,424 10.94 0.0380
2021-11-05 2021-09-30 13F UNITED RENTALS COM 911363109 6,225 -374 -5.67 2,185 3.80 0.0415
2021-08-12 2021-06-30 13F UNITED RENTALS COM 911363109 6,599 3,509 113.56 2,105 106.78 0.0387
2021-05-10 2021-03-31 13F UNITED RENTALS COM 911363109 3,090 -30 -0.96 1,018 40.61 0.0216
2021-02-11 2020-12-31 13F UNITED RENTALS COM 911363109 3,120 194 6.63 724 41.68 0.0158
2020-10-26 2020-09-30 13F UNITED RENTALS COM 911363109 2,926 17 0.58 511 17.74 0.0126
2020-08-14 2020-06-30 13F UNITED RENTALS COM 911363109 2,909 2,909 434 0.0112
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.