United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership1,658,878 shares
Latest Disclosed Value $ 1,208,592,310
Franklin Resources Inc reports 23.43% increase in ownership of URI / United Rentals, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 1,658,878 shares of United Rentals, Inc. (US:URI) valued at $1,208,592,156 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,343,981 shares of United Rentals, Inc.. This represents a change in shares of 23.43% during the quarter. The current value of the position is $1,752,737,317 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 1,658,878 314,897 23.43 1,208,592 11.11 0.0481
2026-02-11 2025-12-31 13F UNITED RENTALS COM 911363109 1,343,981 28,895 2.20 1,087,711 -13.36 0.2669
2025-11-13 2025-09-30 13F UNITED RENTALS COM 911363109 1,315,086 83,978 6.82 1,255,460 35.36 0.3131
2025-08-12 2025-06-30 13F UNITED RENTALS COM 911363109 1,231,108 70,870 6.11 927,517 27.56 0.2459
2025-05-13 2025-03-31 13F UNITED RENTALS COM 911363109 1,160,238 66,888 6.12 727,121 -5.59 0.2092
2025-02-12 2024-12-31 13F UNITED RENTALS COM 911363109 1,093,350 97,336 9.77 770,199 -10.66 0.2139
2024-11-27 2024-09-30 13F/A-1 UNITED RENTALS COM 911363109 996,014 57,002 6.07 862,110 41.96 0.2421
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 1,220,770 281,758 1,023,066 0.0493
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 939,012 14,548 1.57 607,287 -8.90 0.1867
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 924,464 841,120 1,009.21 666,640 1,294.91 0.2111
2024-02-09 2023-12-31 13F UNITED RENTALS COM 911363109 83,344 5,526 7.10 47,791 38.14 0.0223
2023-11-13 2023-09-30 13F UNITED RENTALS COM 911363109 77,818 20,404 35.54 34,596 35.30 0.0176
2023-08-11 2023-06-30 13F UNITED RENTALS COM 911363109 57,414 31,748 123.70 25,570 151.75 0.0122
2023-05-12 2023-03-31 13F UNITED RENTALS COM 911363109 25,666 5,466 27.06 10,158 41.48 0.0051
2023-02-10 2022-12-31 13F UNITED RENTALS COM 911363109 20,200 367 1.85 7,179 33.99 0.0037
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 19,833 1,146 6.13 5,358 18.04 0.0029
2022-08-11 2022-06-30 13F UNITED RENTALS COM 911363109 18,687 4,158 28.62 4,539 -12.03 0.0023
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 14,529 -107 -0.73 5,160 6.11 0.0021
2022-02-11 2021-12-31 13F UNITED RENTALS COM 911363109 14,636 -6,162 -29.63 4,863 -33.37 0.0018
2021-11-12 2021-09-30 13F UNITED RENTALS COM 911363109 20,798 735 3.66 7,298 14.03 0.0027
2021-08-13 2021-06-30 13F UNITED RENTALS COM 911363109 20,063 899 4.69 6,400 1.43 0.0024
2021-05-13 2021-03-31 13F UNITED RENTALS COM 911363109 19,164 2,424 14.48 6,310 62.55 0.0026
2021-02-10 2020-12-31 13F UNITED RENTALS COM 911363109 16,740 459 2.82 3,882 36.64 0.0016
2020-11-12 2020-09-30 13F UNITED RENTALS COM 911363109 16,281 381 2.40 2,841 9.78 0.0014
2020-08-13 2020-06-30 13F UNITED RENTALS COM 911363109 15,900 15,900 2,588 0.0013
2020-05-13 2020-03-31 13F UNITED RENTALS COM 911363109 0 -1,378 -100.00 0 -100.00
2020-03-11 2019-12-31 13F/A-1 UNITED RENTALS COM 911363109 1,378 1,378 229 0.0001
2020-02-12 2019-12-31 13F UNITED RENTALS COM 911363109 1,378 1,378 229 28.9258
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 0 -15,923 -100.00 0 -100.00
2019-05-15 2019-03-31 13F/A-1 UNITED RENTALS COM 911363109 15,923 -1,952 -10.92 1,819 -0.76 0.0010
2019-05-14 2019-03-31 13F UNITED RENTALS COM 911363109 15,923 -1,952 1,819
2019-02-12 2018-12-31 13F UNITED RENTALS COM 911363109 17,875 358 2.04 1,833 -36.04 0.0011
2018-11-13 2018-09-30 13F UNITED RENTALS COM 911363109 17,517 6,770 62.99 2,866 80.59 0.0014
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 10,747 10,747 1,587 0.0008
2016-08-11 2016-06-30 13F UNITED RENTALS COM 911363109 0 -52,652 -100.00 0 -100.00
2016-05-10 2016-03-31 13F UNITED RENTALS COM 911363109 52,652 22,976 77.42 3,275 52.11 0.0017
2016-04-27 2015-12-31 13F/A-1 UNITED RENTALS COM 911363109 29,676 29,676 0.00 2,153 0.0011
2016-02-12 2015-12-31 13F UNITED RENTALS COM 911363109 29,676 2,153
2015-11-10 2015-09-30 13F UNITED RENTALS COM 911363109 0 -457,600 -100.00 0 -100.00
2015-08-12 2015-06-30 13F UNITED RENTALS COM 911363109 457,600 457,600 0.00 40,096 0.0182
2015-05-14 2015-03-31 13F UNITED RENTALS COM 911363109 0 -537,242 -100.00 0 -100.00
2015-02-10 2014-12-31 13F UNITED RENTALS COM 911363109 537,242 -657,209 -55.02 54,805 -58.70 0.0249
2014-11-12 2014-09-30 13F UNITED RENTALS COM 911363109 1,194,451 -213,693 -15.18 132,700 -10.02 0.0605
2014-08-12 2014-06-30 13F UNITED RENTALS COM 911363109 1,408,144 -420,494 -22.99 147,471 -15.06 0.0650
2014-05-13 2014-03-31 13F UNITED RENTALS COM 911363109 1,828,638 -115,612 -5.95 173,609 14.55 0.0820
2014-02-12 2013-12-31 13F UNITED RENTALS COM 911363109 1,944,250 94,440 5.11 151,553 40.55 0.0741
2013-11-14 2013-09-30 13F UNITED RENTALS COM 911363109 1,849,810 -27,840 -1.48 107,825 15.06 0.0574
2013-08-09 2013-06-30 13F UNITED RENTALS COM 911363109 1,877,650 1,877,650 93,714 0.0535
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.