聯合租賃公司
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership743 shares
Latest Disclosed Value $ 541,320
Evercore Wealth Management, LLC ownership in URI / United Rentals, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 743 shares of United Rentals, Inc. (MX:URI) valued at $541,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 743 shares of United Rentals, Inc.. This represents a change in shares of 0.00% 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.

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)
2026-05-15 2026-03-31 13F UNITED RENTALS COM 911363109 743 0 0.00 541 -9.98 0.0085
2026-02-17 2025-12-31 13F UNITED RENTALS COM 911363109 743 -45 -5.71 601 -20.08 0.0088
2025-11-14 2025-09-30 13F UNITED RENTALS COM 911363109 788 -105 -11.76 752 11.90 0.0110
2025-08-14 2025-06-30 13F UNITED RENTALS COM 911363109 893 355 65.99 673 99.41 0.0105
2025-05-15 2025-03-31 13F UNITED RENTALS COM 911363109 538 -2 -0.37 337 -11.32 0.0054
2025-02-14 2024-12-31 13F UNITED RENTALS COM 911363109 540 0 0.00 380 -13.04 0.0057
2024-11-14 2024-09-30 13F UNITED RENTALS COM 911363109 540 2 0.37 437 25.94 0.0066
2024-08-14 2024-06-30 13F UNITED RENTALS COM 911363109 538 -36 -6.27 348 -15.98 0.0055
2024-05-15 2024-03-31 13F UNITED RENTALS COM 911363109 574 1 0.17 414 25.91 0.0065
2024-02-14 2023-12-31 13F UNITED RENTALS COM 911363109 573 5 0.88 329 30.16 0.0055
2023-11-14 2023-09-30 13F UNITED RENTALS COM 911363109 568 3 0.53 253 0.40 0.0047
2023-08-04 2023-06-30 13F UNITED RENTALS COM 911363109 565 0 0.00 252 12.56 0.0046
2023-05-15 2023-03-31 13F UNITED RENTALS COM 911363109 565 0 0.00 224 11.50 0.0045
2023-02-14 2022-12-31 13F UNITED RENTALS COM 911363109 565 565 201 0.0042
2022-08-15 2022-06-30 13F UNITED RENTALS COM 911363109 0 -591 -100.00 0 -100.00
2022-05-16 2022-03-31 13F UNITED RENTALS COM 911363109 591 591 209 0.0037
2022-02-14 2021-12-31 13F UNITED RENTALS COM 911363109 0 -643 -100.00 0 -100.00
2021-11-15 2021-09-30 13F UNITED RENTALS COM 911363109 643 -20 -3.02 225 6.64 0.0041
2021-08-16 2021-06-30 13F UNITED RENTALS COM 911363109 663 -8 -1.19 211 -4.52 0.0039
2021-05-17 2021-03-31 13F UNITED RENTALS COM 911363109 671 671 221 0.0044
2019-02-13 2018-12-31 13F UNITED RENTALS COM 911363109 0 -1,517 -100.00 0 -100.00
2018-11-13 2018-09-30 13F UNITED RENTALS COM 911363109 1,517 -483 -24.15 248 -15.93 0.0079
2018-08-14 2018-06-30 13F UNITED RENTALS COM 911363109 2,000 1,986 14,185.71 295 14,650.00 0.0101
2017-05-12 2017-03-31 13F UNITED RENTALS COM 911363109 14 0 0.00 2 100.00 0.0001
2017-02-08 2016-12-31 13F UNITED RENTALS COM 911363109 14 14 1 0.0000
2015-08-06 2015-06-30 13F UNITED RENTALS COM 911363109 0 -20 -100.00 0 -100.00
2015-05-06 2015-03-31 13F UNITED RENTALS COM 911363109 20 -100 -83.33 2 -83.33 0.0001
2015-02-13 2014-12-31 13F UNITED RENTALS COM 911363109 120 120 12 0.0006
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.