United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionSei Investments Co
Latest Disclosed Ownership22,597 shares
Latest Disclosed Value $ 18,289,952
Sei Investments Co reports 85.78% increase in ownership of URI / United Rentals, Inc.

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 22,597 shares of United Rentals, Inc. (US:URI) valued at $18,288,204 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 12,163 shares of United Rentals, Inc.. This represents a change in shares of 85.78% during the quarter. The current value of the position is $23,875,538 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)
2026-02-13 2025-12-31 13F UNITED RENTALS COM 911363109 22,597 10,434 85.78 18,290 57.53 0.0181
2025-11-13 2025-09-30 13F UNITED RENTALS COM 911363109 12,163 -14,973 -55.18 11,610 -43.21 0.0125
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 27,136 3,197 13.35 20,444 36.27 0.0237
2025-05-14 2025-03-31 13F/A-1 UNITED RENTALS COM 911363109 23,939 2,310 10.68 15,003 -1.54 0.0193
2025-05-13 2025-03-31 13F UNITED RENTALS COM 911363109 21,761 132 15,242 0.0166
2025-02-11 2024-12-31 13F UNITED RENTALS COM 911363109 21,629 3,021 16.23 15,236 1.12 0.0196
2024-11-12 2024-09-30 13F UNITED RENTALS COM 911363109 18,608 13,627 273.58 15,068 367.77 0.0196
2024-08-13 2024-06-30 13F UNITED RENTALS COM 911363109 4,981 599 13.67 3,221 1.96 0.0046
2024-05-07 2024-03-31 13F UNITED RENTALS COM 911363109 4,382 -1,385 -24.02 3,160 -4.45 0.0046
2024-02-14 2023-12-31 13F UNITED RENTALS COM 911363109 5,767 -3,555 -38.14 3,307 -20.22 0.0053
2023-11-14 2023-09-30 13F UNITED RENTALS COM 911363109 9,322 -3,436 -26.93 4,144 -27.07 0.0074
2023-08-11 2023-06-30 13F UNITED RENTALS COM 911363109 12,758 -3,756 -22.74 5,682 -13.05 0.0099
2023-05-12 2023-03-31 13F UNITED RENTALS COM 911363109 16,514 3,260 24.60 6,536 38.72 0.0121
2023-02-10 2022-12-31 13F UNITED RENTALS COM 911363109 13,254 -3,868 -22.59 4,711 1.86 0.0105
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 17,122 6,751 65.09 4,625 83.68 0.0103
2022-08-15 2022-06-30 13F UNITED RENTALS COM 911363109 10,371 8,457 441.85 2,518 271.39 0.0054
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 1,914 639 50.12 678 59.91 0.0014
2022-02-14 2021-12-31 13F UNITED RENTALS COM 911363109 1,275 -2,486 -66.10 424 -67.81 0.0008
2021-11-12 2021-09-30 13F UNITED RENTALS COM 911363109 3,761 261 7.46 1,317 17.59 0.0028
2021-08-06 2021-06-30 13F UNITED RENTALS COM 911363109 3,500 718 25.81 1,120 22.27 0.0025
2021-05-12 2021-03-31 13F UNITED RENTALS COM 911363109 2,782 2,782 916 0.0023
2021-02-08 2020-12-31 13F UNITED RENTALS COM 911363109 0 -3,057 -100.00 0 -100.00
2020-12-04 2020-09-30 13F/A-1 UNITED RENTALS COM 911363109 3,057 -7,087 -69.86 554 -63.07 0.0016
2020-11-06 2020-09-30 13F UNITED RENTALS COM 911363109 3,413 -6,731 616 1,483.1910
2020-08-17 2020-06-30 13F/A-1 UNITED RENTALS COM 911363109 10,144 5,065 99.72 1,500 187.36 0.0047
2020-08-11 2020-06-30 13F UNITED RENTALS COM 911363109 8,599 3,520 1,363 3,697.2101
2020-05-14 2020-03-31 13F UNITED RENTALS COM 911363109 5,079 -2,166 -29.90 522 -57.14 0.0019
2020-02-06 2019-12-31 13F UNITED RENTALS COM 911363109 7,245 667 10.14 1,218 48.54 0.0036
2019-11-12 2019-09-30 13F UNITED RENTALS COM 911363109 6,578 899 15.83 820 9.77 0.0021
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 5,679 -4,150 -42.22 747 -33.36 0.0024
2019-05-15 2019-03-31 13F UNITED RENTALS COM 911363109 9,829 -17,120 -63.53 1,121 -74.31 0.0038
2019-02-13 2018-12-31 13F UNITED RENTALS COM 911363109 26,949 335 1.26 4,363 0.14 0.0155
2018-11-08 2018-09-30 13F UNITED RENTALS COM 911363109 26,614 -8,033 -23.19 4,357 -14.82 0.0158
2018-08-03 2018-06-30 13F UNITED RENTALS COM 911363109 34,647 14,049 68.21 5,115 43.76 0.0174
2018-05-11 2018-03-31 13F UNITED RENTALS COM 911363109 20,598 6,732 48.55 3,558 49.24 0.0136
2018-02-08 2017-12-31 13F UNITED RENTALS COM 911363109 13,866 -10,200 -42.38 2,384 -28.60 0.0083
2017-11-06 2017-09-30 13F UNITED RENTALS COM 911363109 24,066 -8,046 -25.06 3,339 -7.74 0.0119
2017-07-31 2017-06-30 13F UNITED RENTALS COM 911363109 32,112 -12,186 -27.51 3,619 -34.68 0.0144
2017-05-05 2017-03-31 13F UNITED RENTALS COM 911363109 44,298 17,774 67.01 5,540 97.79 0.0243
2017-02-02 2016-12-31 13F UNITED RENTALS COM 911363109 26,524 15,489 140.36 2,801 223.44 0.0136
2016-11-04 2016-09-30 13F UNITED RENTALS COM 911363109 11,035 5,699 106.80 866 141.90 0.0044
2016-08-11 2016-06-30 13F UNITED RENTALS COM 911363109 5,336 1,324 33.00 358 43.20 0.0021
2016-05-10 2016-03-31 13F/A-1 UNITED RENTALS COM 911363109 4,012 -3,371 -45.66 250 -53.36 0.0016
2016-02-03 2015-12-31 13F UNITED RENTALS COM 911363109 7,383 -46,737 -86.36 536 -83.51 0.0033
2015-11-02 2015-09-30 13F/A-1 UNITED RENTALS COM 911363109 54,120 24,289 81.42 3,251 24.32 0.0298
2015-10-30 2015-09-30 13F UNITED RENTALS COM 911363109 54,120 3,251
2015-08-07 2015-06-30 13F/A-1 UNITED RENTALS COM 911363109 29,831 -9,888 -24.89 2,615 -27.74 0.0236
2015-08-04 2015-06-30 13F UNITED RENTALS COM 911363109 29,831 -9,888 2,615 0.0236
2015-05-14 2015-03-31 13F/A-1 UNITED RENTALS COM 911363109 39,719 -1,345 -3.28 3,619 -13.69 0.0314
2015-05-01 2015-03-31 13F UNITED CMNTY BANCORP IND COM 911363109 39,719 3,619
2015-02-10 2014-12-31 13F UNITED RENTALS COM 911363109 41,064 41,064 4,193 0.0371
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.