United Rentals, Inc.
US ˙ NYSE ˙ US9113631090

SecurityURI / United Rentals, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership87,260 shares
Latest Disclosed Value $ 63,603,268
Stifel Financial Corp reports 14.03% decrease in ownership of URI / United Rentals, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 87,260 shares of United Rentals, Inc. (US:URI) valued at $63,574,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 101,502 shares of United Rentals, Inc.. This represents a change in shares of -14.03% during the quarter. The current value of the position is $94,643,941 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-12 2026-03-31 13F UNITED RENTALS COM 911363109 87,260 -14,242 -14.03 63,603 -22.59 0.0137
2026-02-13 2025-12-31 13F UNITED RENTALS COM 911363109 101,502 -5,457 -5.10 82,163 -19.55 0.0739
2025-11-12 2025-09-30 13F UNITED RENTALS COM 911363109 106,959 2,922 2.81 102,126 30.27 0.0932
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 104,037 8,644 9.06 78,394 31.10 0.0763
2025-05-14 2025-03-31 13F UNITED RENTALS COM 911363109 95,393 -1,058 -1.10 59,796 -12.01 0.0636
2025-02-13 2024-12-31 13F UNITED RENTALS COM 911363109 96,451 -903 -0.93 67,955 -13.81 0.0708
2024-11-14 2024-09-30 13F UNITED RENTALS COM 911363109 97,354 -734 -0.75 78,845 24.27 0.0827
2024-08-13 2024-06-30 13F UNITED RENTALS COM 911363109 98,088 5,738 6.21 63,450 -4.74 0.0714
2024-05-14 2024-03-31 13F UNITED RENTALS COM 911363109 92,350 -5,517 -5.64 66,609 18.68 0.0759
2024-02-12 2023-12-31 13F UNITED RENTALS COM 911363109 97,867 -13,279 -11.95 56,126 13.57 0.0706
2023-11-13 2023-09-30 13F UNITED RENTALS COM 911363109 111,146 9,096 8.91 49,420 8.72 0.0695
2023-08-14 2023-06-30 13F UNITED RENTALS COM 911363109 102,050 16,708 19.58 45,458 34.58 0.0622
2023-05-12 2023-03-31 13F UNITED RENTALS COM 911363109 85,342 17,725 26.21 33,778 40.55 0.0484
2023-02-13 2022-12-31 13F UNITED RENTALS COM 911363109 67,617 -14,049 -17.20 24,032 8.94 0.0361
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 81,666 -220 -0.27 22,059 10.90 0.0361
2022-08-15 2022-06-30 13F UNITED RENTALS COM 911363109 81,886 8,536 11.64 19,890 -23.66 0.0311
2022-05-13 2022-03-31 13F UNITED RENTALS COM 911363109 73,350 -25,567 -25.85 26,055 -20.73 0.0356
2022-02-14 2021-12-31 13F UNITED RENTALS COM 911363109 98,917 15,995 19.29 32,869 12.96 0.0434
2021-11-15 2021-09-30 13F UNITED RENTALS COM 911363109 82,922 29,600 55.51 29,099 71.07 0.0427
2021-08-13 2021-06-30 13F UNITED RENTALS COM 911363109 53,322 1,288 2.48 17,010 -0.73 0.0255
2021-05-14 2021-03-31 13F UNITED RENTALS COM 911363109 52,034 1,896 3.78 17,135 47.37 0.0282
2021-02-12 2020-12-31 13F UNITED RENTALS COM 911363109 50,138 -228 -0.45 11,627 32.28 0.0207
2020-11-16 2020-09-30 13F UNITED RENTALS COM 911363109 50,366 -1,849 -3.54 8,790 12.95 0.0181
2020-08-14 2020-06-30 13F UNITED RENTALS COM 911363109 52,215 -9,079 -14.81 7,782 24.63 0.0179
2020-05-14 2020-03-31 13F UNITED RENTALS COM 911363109 61,294 -43,314 -41.41 6,244 -64.30 0.0172
2020-02-13 2019-12-31 13F UNITED RENTALS COM 911363109 104,608 32,102 44.27 17,492 96.89 0.0364
2019-11-19 2019-09-30 13F/A-1 UNITED RENTALS COM 911363109 72,506 2,572 3.68 8,884 -3.78 0.0227
2019-11-13 2019-09-30 13F UNITED RENTALS COM 911363109 72,504 2,570 8,884 4,979.9273
2019-08-14 2019-06-30 13F UNITED RENTALS COM 911363109 69,934 19,656 39.09 9,233 62.07 0.0238
2019-05-14 2019-03-31 13F UNITED RENTALS COM 911363109 50,278 9,562 23.48 5,697 36.29 0.0161
2019-02-13 2018-12-31 13F UNITED RENTALS COM 911363109 40,716 16,352 67.12 4,180 5.40 0.0135
2018-11-13 2018-09-30 13F UNITED RENTALS COM 911363109 24,364 -458 -1.85 3,966 8.33 0.0114
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 24,822 550 2.27 3,661 -12.60 0.0112
2018-05-11 2018-03-31 13F UNITED RENTALS COM 911363109 24,272 -5,327 -18.00 4,189 -17.70 0.0132
2018-02-14 2017-12-31 13F UNITED RENTALS COM 911363109 29,599 3,753 14.52 5,090 42.22 0.0161
2017-11-13 2017-09-30 13F UNITED RENTALS COM 911363109 25,846 11,167 76.07 3,579 116.12 0.0124
2017-08-14 2017-06-30 13F UNITED RENTALS COM 911363109 14,679 64 0.44 1,656 -10.05 0.0061
2017-05-10 2017-03-31 13F UNITED RENTALS COM 911363109 14,615 -5,514 -27.39 1,841 -13.28 0.0071
2017-02-16 2016-12-31 13F UNITED RENTALS COM 911363109 20,129 -23,327 -53.68 2,123 -37.67 0.0090
2016-11-15 2016-09-30 13F UNITED RENTALS COM 911363109 43,456 6,966 19.09 3,406 39.08 0.0153
2016-08-17 2016-06-30 13F UNITED RENTALS COM 911363109 36,490 -69,191 -65.47 2,449 -62.74 0.0113
2016-05-16 2016-03-31 13F UNITED RENTALS COM 911363109 105,681 -3,586 -3.28 6,572 -17.08 0.0350
2016-03-21 2015-12-31 13F/A-2 UNITED RENTALS COM 911363109 109,267 29,544 37.06 7,926 65.54 0.0413
2016-02-26 2015-12-31 13F/A-1 UNITED RENTALS COM 911363109 107,760 -1,507 7,816 0.0409
2016-02-16 2015-12-31 13F UNITED RENTALS COM 911363109 107,760 7,816
2015-11-16 2015-09-30 13F UNITED RENTALS COM 911363109 79,723 989 1.26 4,788 -30.60 0.0269
2015-08-17 2015-06-30 13F/A-1 UNITED RENTALS COM 911363109 78,734 659 0.84 6,899 -3.06 0.0357
2015-08-17 2015-06-30 13F UNITED RENTALS COM 911363109 78,734 6,899
2015-05-14 2015-03-31 13F UNITED RENTALS COM 911363109 78,075 -4,220 -5.13 7,117 -15.21 0.0390
2015-02-13 2014-12-31 13F UNITED RENTALS COM 911363109 82,295 2,882 3.63 8,394 -4.86 0.0466
2014-11-13 2014-09-30 13F UNITED RENTALS COM 911363109 79,413 -5,873 -6.89 8,823 -1.22 0.0774
2014-08-14 2014-06-30 13F UNITED RENTALS COM 911363109 85,286 -3,893 -4.37 8,932 5.49 0.0802
2014-05-15 2014-03-31 13F UNITED RENTALS COM 911363109 89,179 89,179 8,467 0.0810
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.