United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership914,980 shares
Latest Disclosed Value $ 666,792,695
Boston Partners reports 18.16% increase in ownership of URI / United Rentals, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 914,980 shares of United Rentals, Inc. (US:URI) valued at $666,617,829 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 774,347 shares of United Rentals, Inc.. This represents a change in shares of 18.16% during the quarter. The current value of the position is $966,749,568 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 914,980 140,633 18.16 666,793 5.60 0.2985
2026-02-13 2025-12-31 13F UNITED RENTALS COM 911363109 774,347 29,675 3.98 631,459 -11.34 0.6538
2025-11-13 2025-09-30 13F UNITED RENTALS COM 911363109 744,672 29,422 4.11 712,228 31.28 0.7313
2025-08-12 2025-06-30 13F/A-1 UNITED RENTALS COM 911363109 715,250 305,378 74.51 542,526 111.99 0.6025
2025-08-07 2025-06-30 13F UNITED RENTALS COM 911363109 713,934 304,062 541,534 0.2487
2025-05-13 2025-03-31 13F UNITED RENTALS COM 911363109 409,872 21,879 5.64 255,927 -6.82 0.3095
2025-02-11 2024-12-31 13F UNITED RENTALS COM 911363109 387,993 -286,000 -42.43 274,647 -49.67 0.3341
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 673,993 10,326 1.56 545,720 27.00 0.6441
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 663,667 433 0.07 429,688 -9.91 0.5338
2024-05-28 2024-03-31 13F/A-1 UNITED RENTALS COM 911363109 663,234 -231,356 -25.86 476,944 -6.99 0.5681
2024-05-13 2024-03-31 13F UNITED RENTALS COM 911363109 663,234 -231,356 476,944 0.2360
2024-02-07 2023-12-31 13F UNITED RENTALS COM 911363109 894,590 -96,650 -9.75 512,766 17.04 0.6791
2023-11-08 2023-09-30 13F UNITED RENTALS COM 911363109 991,240 -9,395 -0.94 438,106 -1.85 0.6065
2023-08-10 2023-06-30 13F UNITED RENTALS COM 911363109 1,000,635 -241,011 -19.41 446,344 -8.69 0.6008
2023-05-09 2023-03-31 13F UNITED RENTALS COM 911363109 1,241,646 231,875 22.96 488,846 34.38 0.6721
2023-02-08 2022-12-31 13F UNITED RENTALS COM 911363109 1,009,771 -158,556 -13.57 363,778 14.49 0.4921
2022-11-09 2022-09-30 13F UNITED RENTALS COM 911363109 1,168,327 248,072 26.96 317,729 40.04 0.4650
2022-08-10 2022-06-30 13F UNITED RENTALS COM 911363109 920,255 12,265 1.35 226,888 -29.40 0.3171
2022-05-10 2022-03-31 13F UNITED RENTALS COM 911363109 907,990 -5,515 -0.60 321,386 5.86 0.3893
2022-02-04 2021-12-31 13F UNITED RENTALS COM 911363109 913,505 -146,543 -13.82 303,609 -18.39 0.3657
2021-11-05 2021-09-30 13F UNITED RENTALS COM 911363109 1,060,048 85,101 8.73 372,029 19.65 0.4713
2021-08-12 2021-06-30 13F UNITED RENTALS COM 911363109 974,947 -21,238 -2.13 310,921 -5.18 0.3965
2021-05-10 2021-03-31 13F UNITED RENTALS COM 911363109 996,185 141,490 16.55 327,901 65.43 0.4397
2021-02-10 2020-12-31 13F/A-1 UNITED RENTALS COM 911363109 854,695 -44,400 -4.94 198,212 26.34 0.3083
2021-02-04 2020-12-31 13F UNITED RENTALS COM 911363109 854,695 -44,400 198,212 118,915.4186
2020-11-13 2020-09-30 13F/A-1 UNITED RENTALS COM 911363109 899,095 -51,910 -5.46 156,891 10.74 0.2857
2020-11-09 2020-09-30 13F UNITED RENTALS COM 911363109 951,005 0 141,676 104,007.0608
2020-08-12 2020-06-30 13F UNITED RENTALS COM 911363109 951,005 791,736 497.11 141,676 765.36 0.2602
2020-05-13 2020-03-31 13F UNITED RENTALS COM 911363109 159,269 159,269 16,372 0.0325
2019-08-26 2019-06-30 13F/A-1 UNITED RENTALS COM 911363109 0 -15,195 -100.00 0 -100.00
2019-05-13 2019-03-31 13F/A-1 UNITED RENTALS COM 911363109 15,195 15,195 1,736 0.0023
2019-05-03 2019-03-31 13F UNITED RENTALS COM 911363109 15,195 15,195 1,736
2016-11-09 2016-09-30 13F UNITED RENTALS COM 911363109 0 -124,200 -100.00 0 -100.00
2016-08-05 2016-06-30 13F UNITED RENTALS COM 911363109 124,200 0 0.00 8,334 7.90 0.0120
2016-05-12 2016-03-31 13F UNITED RENTALS COM 911363109 124,200 15,000 13.74 7,724 -2.49 0.0114
2016-02-08 2015-12-31 13F UNITED RENTALS COM 911363109 109,200 0 0.00 7,921 20.80 0.0113
2015-11-10 2015-09-30 13F UNITED RENTALS COM 911363109 109,200 0 0.00 6,557 -31.47 0.0100
2015-08-10 2015-06-30 13F UNITED RENTALS COM 911363109 109,200 0 0.00 9,568 -3.89 0.0137
2015-05-05 2015-03-31 13F UNITED RENTALS COM 911363109 109,200 5,100 4.90 9,955 -6.25 0.0148
2015-02-09 2014-12-31 13F UNITED RENTALS COM 911363109 104,100 -300 -0.29 10,619 -8.45 0.0159
2014-11-12 2014-09-30 13F UNITED RENTALS COM 911363109 104,400 10,200 10.83 11,599 17.57 0.0188
2014-08-08 2014-06-30 13F UNITED RENTALS COM 911363109 94,200 0 0.00 9,866 10.32 0.0165
2014-05-07 2014-03-31 13F UNITED RENTALS COM 911363109 94,200 -72,295 -43.42 8,943 7.62 0.0163
2013-08-01 2013-06-30 13F UNITED RENTALS COM 911363109 166,495 166,495 8,310 0.0229
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.