United Rentals, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 1,434 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• Holdings is deliberately empty. Searched United Rentals' Q2 2026 10-Q (https://www.sec.gov/Archives/edgar/data/1067701/000106770126000026/uri-20260630.htm) and FY2025 10-K (https://www.sec.gov/Archives/edgar/data/1067701/000106770126000007/uri-20251231.htm) for 'equity method', 'unconsolidated', 'joint venture', 'equity investment', 'noncontrolling interest', 'minority interest', 'affiliate', 'investment in', 'cost method', 'nonmarketable'/'non-marketable', 'strategic investment' and 'equity in earnings'. Every one of the equity-method and joint-venture terms returned zero hits in both filings. The only 'affiliate' hits are boilerplate (non-affiliate market-value disclosure on the 10-K cover, a debt-covenant reference to 'transactions with affiliates', and a Delaware business-combination statute reference), and the only 'investment in' hit refers to United Rentals' own non-guarantor subsidiaries in a debt-guarantee footnote, not an equity stake in a third party. United Rentals grows its fleet and branch network through outright, wholly-owned acquisitions (excluded from holdings per the brief) rather than joint ventures or minority equity stakes, consistent with an equipment-rental operating model. No equity-method investees, joint ventures, or non-marketable equity securities are disclosed anywhere in either filing.
• Vanguard Group Inc (CIK 0000102909) files Form 13F-NT (notice only) for Q2 2026, so the register substitutes the sum of its two verified successor filers, Vanguard Capital Management LLC and Vanguard Portfolio Management LLC, as a single 'The Vanguard Group' row rather than listing Vanguard more than once.
• Capital Group is the sum of three separately filing Capital Group entities (Capital World Investors, Capital International Investors, Capital Research Global Investors), all three of which filed ordinary 13F-HR (none filed NT) for Q2 2026 and all three of which hold URI; this is a same-parent-brand aggregation for readability, not the Vanguard NT/successor case.
• Register composition follows the Q1 2026 (31-Mar-2026) 13F register snapshot at data/registers/URI.json only to decide which managers to look up; every figure in this file was independently re-read from each manager's own Q2 2026 (30-Jun-2026) 13F-HR. The top 12 holders by Q2 2026 shares among this project's verified manager list are, in order: Vanguard, BlackRock, Capital Group, State Street, JPMorgan, Franklin Resources, Geode, Morgan Stanley, Bank of America, FMR (Fidelity), Northern Trust, and Charles Schwab Investment Management.
• Holders visible in the Q1 2026 register snapshot but ranked below the top 12 and not on this project's verified manager list (so not individually checked): AllianceBernstein L.P. (1,129,724 shares in Q1), DZ Bank AG (929,165), Goldman Sachs (926,340), Boston Partners (914,980), Dimensional Fund Advisors (891,750), Manufacturers Life Insurance/Manulife (672,184), UBS Group (471,764 plus a separate UBS AM entry), and Neuberger Berman Group (471,295).
• Norges Bank, Wells Fargo, MFS, Wellington, T. Rowe Price and Dodge & Cox are on this project's verified manager list but did not appear in the top 25 of the Q1 2026 register snapshot for URI (Wells Fargo was the closest, ranked 29th with 290,788 shares); none were individually checked against Q2 2026 13F-HRs given the time budget. See unknowns.
• 2026 proxy (DEF 14A) reports two 5%-owners under stale Schedule 13G/A data: BlackRock, Inc., 5,193,206 shares (7.7%), based on a 13G/A as of 31 Dec 2023, and The Vanguard Group, 7,570,603 shares (11.17%), based on a 13G/A as of 29 Dec 2023 filed 13 Feb 2024. EDGAR shows no SC 13D ever filed against URI and no SC 13G/A more recent than 13 Feb 2024, so the proxy's 5%-owner table is materially stale relative to the Q2 2026 13F-HR data used in this register; the register uses the fresher 13F data as instructed. Both proxy-sourced figures are noticeably below the corresponding 13F sums here (BlackRock 5,134,060 vs 5,193,206; Vanguard 6,789,463 in this file's two-entity sum vs 7,570,603 in the stale 13G/A, though the 13G/A figure would also have covered Vanguard entities beyond the two checked here), consistent with reporting-date and entity-scope differences rather than a data error.
• Percentages for the 12 institutional rows are computed against 62,242,489 common shares outstanding as of 20 Jul 2026 (Q2 2026 10-Q cover page). The two proxy-sourced insider rows use the proxy's own denominator of 62,886,315 shares as of the 9 Mar 2026 record date (the ownership table itself is captioned 'as of March 16, 2026' using this same share count).
• Market capitalisation ($72.50 billion) and share price ($1,164.82) are stockanalysis.com's figures as of 17 Aug 2026, 4:00pm EDT (market close). Cross-check: 62,242,489 shares x $1,164.82 implies approximately $72.50 billion, consistent with the reported market cap.
• Implied price per share (value/shares) for every institutional register row clusters between approximately $1,122.71 (JPMorgan, after excluding its derivative line) and $1,133.02 (Vanguard), consistent with a common Q2 2026 (30 Jun 2026) 13F pricing date; no thousands-convention outlier was found among the twelve rows.
• Self-gate: 14 register rows (12 institutional plus 2 insider rows, with Flannery's row rolling up into the 'All current executive officers and directors as a group' aggregate row so the aggregate counts only its residual 180,291 shares). Total per the chart's computation: 29,645,087 shares against 62,242,489 shares outstanding, or 47.63%. This is above the 25-45% expected band but within the 15-55% band that would otherwise require investigation; it reflects United Rentals' relatively small share count (62.2 million) combined with very high institutional concentration in its top 12 holders, the same pattern seen in this project's Quanta Services file (43.82%) but somewhat more concentrated here.