United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership1,668,985 shares
Latest Disclosed Value $ 1,211,255,208
Geode Capital Management, Llc reports 1.89% increase in ownership of URI / United Rentals, Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 1,668,985 shares of United Rentals, Inc. (MX:URI) valued at $1,211,255,208 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,637,960 shares of United Rentals, Inc.. This represents a change in shares of 1.89% 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)
2026-05-15 2026-03-31 13F UNITED RENTALS COM 911363109 1,668,985 31,025 1.89 1,211,255 -8.26 0.0403
2026-02-09 2025-12-31 13F UNITED RENTALS COM 911363109 1,637,960 -8,018 -0.49 1,320,374 -15.62 0.0815
2025-11-12 2025-09-30 13F UNITED RENTALS COM 911363109 1,645,978 4,165 0.25 1,564,790 27.05 0.0998
2025-08-08 2025-06-30 13F UNITED RENTALS COM 911363109 1,641,813 2,004 0.12 1,231,647 20.24 0.0863
2025-05-13 2025-03-31 13F UNITED RENTALS COM 911363109 1,639,809 52,606 3.31 1,024,352 -8.14 0.0805
2025-02-12 2024-12-31 13F UNITED RENTALS COM 911363109 1,587,203 20,401 1.30 1,115,142 -11.80 0.0864
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 1,566,802 9,256 0.59 1,264,326 25.85 0.1024
2024-08-09 2024-06-30 13F UNITED RENTALS COM 911363109 1,557,546 22,820 1.49 1,004,594 -8.99 0.0882
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 1,534,726 38,479 2.57 1,103,837 29.00 0.1021
2024-02-13 2023-12-31 13F UNITED RENTALS COM 911363109 1,496,247 21,872 1.48 855,702 30.83 0.0895
2023-11-13 2023-09-30 13F UNITED RENTALS COM 911363109 1,474,375 8,573 0.58 654,039 0.45 0.0779
2023-08-11 2023-06-30 13F UNITED RENTALS COM 911363109 1,465,802 23,805 1.65 651,113 14.35 0.0765
2023-05-15 2023-03-31 13F UNITED RENTALS COM 911363109 1,441,997 39,917 2.85 569,394 114,466.20 0.0739
2023-02-13 2022-12-31 13F UNITED RENTALS COM 911363109 1,402,080 22,189 1.61 497 -99.87 0.0698
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 1,379,891 1,356 0.10 372,291 11.38 0.0565
2022-08-12 2022-06-30 13F UNITED RENTALS COM 911363109 1,378,535 3,925 0.29 334,241 -31.38 0.0490
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 1,374,610 53,891 4.08 487,076 11.27 0.0608
2022-02-11 2021-12-31 13F UNITED RENTALS COM 911363109 1,320,719 -10,675 -0.80 437,724 -6.07 0.0527
2021-11-12 2021-09-30 13F UNITED RENTALS COM 911363109 1,331,394 32,210 2.48 466,030 12.74 0.0627
2021-08-13 2021-06-30 13F UNITED RENTALS COM 911363109 1,299,184 41,863 3.33 413,352 0.09 0.0570
2021-05-12 2021-03-31 13F UNITED RENTALS COM 911363109 1,257,321 40,053 3.29 412,969 46.65 0.0632
2021-02-12 2020-12-31 13F UNITED RENTALS COM 911363109 1,217,268 25,313 2.12 281,602 35.65 0.0473
2020-11-13 2020-09-30 13F UNITED RENTALS COM 911363109 1,191,955 -8,734 -0.73 207,589 16.19 0.0407
2020-08-13 2020-06-30 13F UNITED RENTALS COM 911363109 1,200,689 -33,392 -2.71 178,662 40.95 0.0382
2020-05-14 2020-03-31 13F UNITED RENTALS COM 911363109 1,234,081 45,164 3.80 126,752 -35.94 0.0330
2020-02-20 2019-12-31 13F/A-1 UNITED RENTALS COM 911363109 1,188,917 26,480 2.28 197,871 36.79 0.0414
2020-02-13 2019-12-31 13F UNITED RENTALS COM 911363109 1,188,917 26,480 197,871 25,216.9240
2019-11-12 2019-09-30 13F UNITED RENTALS COM 911363109 1,162,437 17,349 1.52 144,658 -4.59 0.0338
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 1,145,088 29,595 2.65 151,613 19.17 0.0367
2019-05-14 2019-03-31 13F UNITED RENTALS COM 911363109 1,115,493 51,696 4.86 127,221 16.85 0.0330
2019-03-06 2018-12-31 13F/A-1 UNITED RENTALS COM 911363109 1,063,797 63,099 6.31 108,880 -33.37 0.0337
2019-02-13 2018-12-31 13F UNITED RENTALS COM 911363109 1,063,797 63,099 108,880
2018-11-13 2018-09-30 13F UNITED RENTALS COM 911363109 1,000,698 51,478 5.42 163,404 16.86 0.0460
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 949,220 -42,747 -4.31 139,829 -18.20 0.0430
2018-05-15 2018-03-31 13F UNITED RENTALS COM 911363109 991,967 69,888 7.58 170,932 8.05 0.0557
2018-02-13 2017-12-31 13F UNITED RENTALS COM 911363109 922,079 32,235 3.62 158,196 28.37 0.0537
2017-11-14 2017-09-30 13F UNITED RENTALS COM 911363109 889,844 -106,204 -10.66 123,230 9.93 0.0455
2017-08-14 2017-06-30 13F UNITED RENTALS COM 911363109 996,048 32,952 3.42 112,103 -6.81 0.0441
2017-06-21 2017-03-31 13F/A-1 UNITED RENTALS INC COM COM 911363109 963,096 140,830 17.13 120,290 38.72 0.0493
2017-05-12 2017-03-31 13F UNITED RENTALS INC COM COM 911363109 963,096 120,290
2017-02-14 2016-12-31 13F UNITED RENTALS INC COM COM 911363109 822,266 86,528 11.76 86,717 50.41 0.0403
2016-11-10 2016-09-30 13F UNITED RENTALS INC COM COM 911363109 735,738 10,114 1.39 57,653 18.62 0.0290
2016-08-12 2016-06-30 13F UNITED RENTALS INC COM COM 911363109 725,624 -18,274 -2.46 48,602 5.27 0.0264
2016-05-13 2016-03-31 13F UNITED RENTALS INC COM COM 911363109 743,898 17,749 2.44 46,167 -12.17 0.0245
2016-02-12 2015-12-31 13F UNITED RENTALS INC COM COM 911363109 726,149 -19,377 -2.60 52,562 17.65 0.0300
2015-11-13 2015-09-30 13F UNITED RENTALS INC COM COM 911363109 745,526 4,873 0.66 44,678 -31.01 0.0271
2015-08-14 2015-06-30 13F UNITED RENTALS INC COM COM 911363109 740,653 803 0.11 64,763 -3.82 0.0370
2015-05-14 2015-03-31 13F UNITED RENTALS INC COM COM 911363109 739,850 9,521 1.30 67,336 -9.50 0.0385
2015-02-12 2014-12-31 13F UNITED RENTALS INC COM COM 911363109 730,329 57,635 8.57 74,403 -0.31 0.0443
2014-11-14 2014-09-30 13F UNITED RENTALS INC COM COM 911363109 672,694 210,843 45.65 74,636 54.34 0.0484
2014-08-13 2014-06-30 13F UNITED RENTALS INC COM COM 911363109 461,851 21,348 4.85 48,357 15.63 0.0313
2014-05-14 2014-03-31 13F UNITED RENTALS INC COM COM 911363109 440,503 15,854 3.73 41,821 26.34 0.0281
2014-02-14 2013-12-31 13F UNITED RENTALS INC COM COM 911363109 424,649 27,463 6.91 33,101 42.97 0.0229
2013-11-14 2013-09-30 13F UNITED RENTALS INC COM COM 911363109 397,186 23,689 6.34 23,152 24.20 0.0186
2013-08-14 2013-06-30 13F UNITED RENTALS INC COM COM 911363109 373,497 373,497 18,641 0.0164
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.