Invesco Ltd. reports 12.66% decrease in ownership of URI / United Rentals, Inc.

United Rentals, Inc.

US ˙ NYSE ˙ US9113631090

Security	URI / United Rentals, Inc.
Institution	Invesco Ltd.
Latest Disclosed Ownership	443,967 shares
Latest Disclosed Value	$ 323,456,656

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 443,967 shares of United Rentals, Inc. (US:URI) valued at $323,456,598 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 508,301 shares of United Rentals, Inc.. This represents a change in shares of -12.66% during the quarter. The current value of the position is $481,590,983 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	UNITED RENTALS	COM	911363109	443,967	-64,334	-12.66	323,457	-21.37	0.0062
2026-02-19	2025-12-31	13F	UNITED RENTALS	COM	911363109	508,301	-141,307	-21.75	411,378	-33.67	0.0631
2025-11-13	2025-09-30	13F	UNITED RENTALS	COM	911363109	649,608	5,497	0.85	620,155	27.79	0.0977
2025-08-13	2025-06-30	13F	UNITED RENTALS	COM	911363109	644,111	55,112	9.36	485,273	31.47	0.0825
2025-05-12	2025-03-31	13F	UNITED RENTALS	COM	911363109	588,999	-333,453	-36.15	369,126	-43.20	0.0699
2025-02-13	2024-12-31	13F	UNITED RENTALS	COM	911363109	922,452	63,657	7.41	649,813	-6.55	0.1201
2024-11-12	2024-09-30	13F	UNITED RENTALS	COM	911363109	858,795	147,722	20.77	695,392	51.21	0.1343
2024-08-13	2024-06-30	13F	UNITED RENTALS	COM	911363109	711,073	-233,674	-24.73	459,872	-32.50	0.0973
2024-05-14	2024-03-31	13F	UNITED RENTALS	COM	911363109	944,747	-89,392	-8.64	681,267	14.89	0.1463
2024-02-13	2023-12-31	13F	UNITED RENTALS	COM	911363109	1,034,139	100,711	10.79	592,996	42.90	0.1411
2023-11-13	2023-09-30	13F	UNITED RENTALS	COM	911363109	933,428	149,838	19.12	414,974	18.91	0.1118
2023-08-11	2023-06-30	13F	UNITED RENTALS	COM	911363109	783,590	-193,052	-19.77	348,987	-9.71	0.0915
2023-05-12	2023-03-31	13F	UNITED RENTALS	COM	911363109	976,642	55,422	6.02	386,516	18.05	0.1078
2023-02-13	2022-12-31	13F	UNITED RENTALS	COM	911363109	921,220	313,078	51.48	327,420	99.32	0.0959
2022-11-14	2022-09-30	13F	UNITED RENTALS	COM	911363109	608,142	-65,642	-9.74	164,271	0.37	0.0529
2022-08-15	2022-06-30	13F	UNITED RENTALS	COM	911363109	673,784	-430,740	-39.00	163,667	-58.28	0.0496
2022-05-16	2022-03-31	13F	UNITED RENTALS	COM	911363109	1,104,524	-84,566	-7.11	392,338	-0.71	0.1001
2022-02-14	2021-12-31	13F	UNITED RENTALS	COM	911363109	1,189,090	-179,238	-13.10	395,125	-17.71	0.0952
2021-11-15	2021-09-30	13F	UNITED RENTALS	COM	911363109	1,368,328	-358,331	-20.75	480,189	-12.82	0.1217
2021-08-17	2021-06-30	13F	UNITED RENTALS	COM	911363109	1,726,659	-244,723	-12.41	550,822	-15.15	0.1355
2021-05-17	2021-03-31	13F	UNITED RENTALS	COM	911363109	1,971,382	137,901	7.52	649,194	52.68	0.1733
2021-02-16	2020-12-31	13F	UNITED RENTALS	COM	911363109	1,833,481	385,606	26.63	425,203	68.29	0.1238
2020-11-16	2020-09-30	13F	UNITED RENTALS	COM	911363109	1,447,875	-40,738	-2.74	252,654	13.88	0.0854
2020-08-14	2020-06-30	13F	UNITED RENTALS	COM	911363109	1,488,613	798,395	115.67	221,864	212.38	0.0793
2020-05-15	2020-03-31	13F	UNITED RENTALS	COM	911363109	690,218	-479,556	-41.00	71,023	-63.59	0.0299
2020-02-14	2019-12-31	13F	UNITED RENTALS	COM	911363109	1,169,774	231,021	24.61	195,084	66.73	0.0606
2019-11-14	2019-09-30	13F	UNITED RENTALS	COM	911363109	938,753	75,369	8.73	117,007	2.18	0.0306
2019-08-14	2019-06-30	13F/A-1	UNITED RENTALS	COM	911363109	863,384	-342,817	-28.42	114,513	-16.90	0.0295
2019-08-14	2019-06-30	13F	UNITED RENTALS	COM	911363109	863,384	-1,177,831		114,513
2019-05-15	2019-03-31	13F	UNITED RENTALS	COM	911363109	1,206,201	119,902	11.04	137,808	23.73	0.0465
2019-02-14	2018-12-31	13F	UNITED RENTALS	COM	911363109	1,086,299	240,022	28.36	111,377	-19.55	0.0426
2018-11-14	2018-09-30	13F	UNITED RENTALS	COM	911363109	846,277	7,073	0.84	138,450	11.76	0.0436
2018-08-14	2018-06-30	13F	UNITED RENTALS	COM	911363109	839,204	361,783	75.78	123,884	50.23	0.0410
2018-05-15	2018-03-31	13F	UNITED RENTALS	COM	911363109	477,421	-137,192	-22.32	82,465	-21.95	0.0308
2018-02-14	2017-12-31	13F	UNITED RENTALS	COM	911363109	614,613	42,921	7.51	105,659	33.21	0.0381
2017-11-14	2017-09-30	13F	UNITED RENTALS	COM	911363109	571,692	-45,671	-7.40	79,315	13.99	0.0293
2017-08-14	2017-06-30	13F	UNITED RENTALS	COM	911363109	617,363	-116,258	-15.85	69,583	-24.15	0.0217
2017-05-15	2017-03-31	13F	UNITED RENTALS	COM	911363109	733,621	-112,651	-13.31	91,738	2.67	0.0301
2017-02-14	2016-12-31	13F	UNITED RENTALS	COM	911363109	846,272	-404,442	-32.34	89,350	-8.98	0.0300
2016-11-14	2016-09-30	13F	UNITED RENTALS	COM	911363109	1,250,714	194,364	18.40	98,169	38.50	0.0337
2016-08-15	2016-06-30	13F	UNITED RENTALS	COM	911363109	1,056,350	-281,750	-21.06	70,880	-14.82	0.0260
2016-05-16	2016-03-31	13F	UNITED RENTALS	COM	911363109	1,338,100	446,145	50.02	83,215	28.61	0.0338
2016-02-16	2015-12-31	13F	UNITED RENTALS	COM	911363109	891,955	-23,048	-2.52	64,703	17.76	0.0258
2015-11-16	2015-09-30	13F	UNITED RENTALS	COM	911363109	915,003	-280,256	-23.45	54,945	-47.54	0.0233
2015-08-14	2015-06-30	13F	UNITED RENTALS	COMMON	911363109	1,195,259	-25,749	-2.11	104,728	-5.91	0.0411
2015-05-15	2015-03-31	13F	UNITED RENTALS	COMMON	911363109	1,221,008	71,441	6.21	111,307	-5.08	0.0431
2015-02-13	2014-12-31	13F	UNITED RENTALS	COMMON	911363109	1,149,567	-365,980	-24.15	117,267	-30.35	0.0453
2014-11-14	2014-09-30	13F	UNITED RENTALS	COMMON	911363109	1,515,547	351,376	30.18	168,378	38.10	0.0672
2014-08-14	2014-06-30	13F	UNITED RENTALS	COMMON	911363109	1,164,171	74,389	6.83	121,923	17.84	0.0480
2014-05-15	2014-03-31	13F	UNITED RENTALS	COMMON	911363109	1,089,782	-263,436	-19.47	103,464	-1.91	0.0420
2014-02-13	2013-12-31	13F	UNITED RENTALS	COMMON	911363109	1,353,218	84,950	6.70	105,484	42.69	0.0419
2013-11-13	2013-09-30	13F	UNITED RENTALS	COMMON	911363109	1,268,268	-27,577	-2.13	73,927	14.30	0.0321
2013-08-14	2013-06-30	13F	UNITED RENTALS	COMMON	911363109	1,295,845	1,295,845		64,676		0.0302

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.