U-Haul HoldingUHAL
13F holders, Q2 2025 (June 30)212holders
27new positions
28sold out
11famous investors
$59.82avg. 13F price*
At the end of Q2 2025, 212 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, unchanged from Q1 2025. 27 opened new positions and 28 sold out. The largest holders were Scharf Investments, LLC ($81.7M), Vanguard Group Inc. ($52.2M) and Southpoint Capital Advisors LP ($39.4M). 11 famous investors held it, including Nelson Peltz (0.6% of Trian Fund Management's portfolio), Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio) and David Abrams (0.0% of Abrams Capital Management's portfolio).
- Company
- U-Haul Holding Co.
- CUSIP
- 023586100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $12.7M |
| Exits | 28 | $20.7M |
All 13F filers, Q1 2025 → Q2 2025: 1,676,405 shares bought and 878,880 shares sold, net +797,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Scharf Investments, LLC | 2.35% | Add +137.2% | 1,449,296 | $81.7M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 862,244 | $52.2M |
| Southpoint Capital Advisors LP | 0.99% | Reduce -7.1% | 650,000 | $39.4M |
| Norges Bank | 0.00% | Add +8.7% | 534,472 | $32.4M |
| BlackRock, Inc. | 0.00% | Add +0.9% | 474,056 | $28.7M |
| Trian Fund Management | 0.56% | Reduce -45.8% | 353,335 | $21.4M |
| Millennium Management | 0.02% | Add +523.9% | 349,204 | $21.1M |
| Yacktman Asset Management | 0.27% | Reduce -0.8% | 332,758 | $20.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.3% | 313,189 | $19.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -8.4% | 151,023 | $9.1M |
| Old West Investment Management, LLC | 2.85% | Add +5.5% | 142,984 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 128,378 | $7.8M |
| Two Sigma Advisers, LP | 0.02% | Reduce -0.3% | 124,300 | $7.5M |
| Parkwood LLC | 0.67% | Add +2.0% | 120,908 | $7.3M |
| Two Sigma Investments, LP | 0.01% | Add +5.2% | 105,970 | $6.4M |
| AQR Capital Management | 0.01% | Add +1.0% | 103,517 | $6.3M |
| Morgan Stanley | 0.00% | Add +3.3% | 102,017 | $6.2M |
| State Street Corp. | 0.00% | Reduce -29.0% | 96,105 | $5.8M |
| Citadel Advisors | 0.00% | Reduce -4.8% | 83,024 | $5.0M |
| D. E. Shaw & Co. | 0.01% | Add +1.9% | 78,513 | $4.8M |
| ArrowMark Colorado Holdings LLC | 0.08% | No change | 75,800 | $4.6M |
| Jane Street Group, LLC | 0.01% | Add +216.1% | 75,260 | $4.6M |
| Bruce & Co., Inc. | 1.45% | No change | 73,900 | $4.5M |
| HRT Financial LP | 0.02% | Add +91.8% | 63,229 | $3.8M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.9% | 61,326 | $3.7M |
| Voya Investment Management LLC | 0.00% | Add +40.6% | 57,987 | $3.5M |
| Verition Fund Management LLC | 0.02% | Add +23.5% | 53,287 | $3.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Add +69.2% | 51,217 | $3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 41,300 | $2.5M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -39.4% | 39,060 | $2.4M |
| Abrams Capital Management | 0.04% | No change | 36,401 | $2.2M |
| Tudor Investment Corporation | 0.02% | Add +424.1% | 35,694 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 35,568 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 34,961 | $2.1M |
| Gabelli Funds LLC | 0.01% | No change | 34,167 | $2.1M |
| Citigroup Inc. | 0.00% | Add +8.9% | 32,118 | $1.9M |
| STRS Ohio | 0.01% | Add +4.0% | 30,350 | $1.8M |
| Point72 Asset Management | 0.00% | New | 28,100 | $1.7M |
| UBS Group AG | 0.00% | Reduce -69.3% | 27,075 | $1.6M |
| Bank of America Corp. | 0.00% | Add +149.6% | 26,480 | $1.6M |
| Trexquant Investment LP | 0.01% | Add +34.3% | 21,695 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.1% | 20,481 | $1.2M |
| Nuveen, LLC | 0.00% | Reduce -18.2% | 19,197 | $1.2M |
| Landscape Capital Management, L.L.C. | 0.09% | Reduce -28.4% | 19,153 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +133.8% | 18,513 | $1.1M |
| Virtu Financial LLC | 0.06% | Add +46.2% | 18,435 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +7.8% | 18,198 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 16,900 | $1.0M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 15,674 | $949K |
| McDonald Partners LLC | 0.22% | Reduce -0.7% | 14,825 | $898K |
| Versor Investments LP | 0.15% | Add +116.6% | 13,865 | $840K |
| XTX Topco Ltd | 0.03% | New | 13,335 | $808K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -2.4% | 13,073 | $792K |
| Kerrisdale Advisers, LLC | 0.40% | No change | 12,714 | $770K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.3% | 12,433 | $753K |
| Barnett & Company, Inc. | 0.58% | Reduce -5.5% | 12,150 | $736K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $688K |
| Aquatic Capital Management LLC | 0.01% | Reduce -27.9% | 11,208 | $679K |
| Oliver Lagore Vanvalin Investment Group | 0.26% | — | 10,324 | $675K |
| Orvieto Partners, L.P. | 0.59% | No change | 11,000 | $666K |
| Semanteon Capital Management, LP | 1.00% | Reduce -0.9% | 10,954 | $663K |
| Squarepoint Ops LLC | 0.00% | New | 10,801 | $654K |
| Engineers Gate Manager LP | 0.01% | New | 10,558 | $639K |
| Readystate Asset Management LP | 0.04% | New | 9,859 | $597K |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.1% | 9,746 | $590K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -2.1% | 9,127 | $553K |
| Creative Planning | 0.00% | New | 9,090 | $550K |
| GAMCO Investors | 0.01% | New | 8,990 | $544K |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.3% | 8,695 | $527K |
| Redmont Wealth Advisors LLC | 0.76% | Add +74.9% | 8,507 | $515K |
| Gsa Capital Partners LLP | 0.04% | New | 8,419 | $510K |
| Mgo One Seven LLC | 0.02% | Reduce -1.1% | 8,416 | $510K |
| Sei Investments Co. | 0.00% | New | 8,208 | $497K |
| Renaissance Technologies | 0.00% | Reduce -44.8% | 8,200 | $497K |
| Diversified Investment Strategies, LLC | 0.33% | Reduce -0.9% | 8,054 | $488K |
| Rhumbline Advisers | 0.00% | Reduce -3.9% | 7,934 | $480K |
| Carnegie Lake Advisors LLC | 0.19% | Reduce -2.5% | 7,820 | $474K |
| Twinbeech Capital LP | 0.01% | Reduce -15.3% | 7,472 | $453K |
| American Century Companies Inc. | 0.00% | Add +52.0% | 7,367 | $446K |
| Empowered Funds, LLC | 0.01% | New | 7,355 | $445K |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 7,143 | $433K |
| Asset Planning,Inc | 0.32% | No change | 7,100 | $430K |
| HighTower Advisors, LLC | 0.00% | Reduce -10.6% | 6,971 | $422K |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 6,900 | $418K |
| Petrus Trust Company, LTA | 0.04% | No change | 6,837 | $414K |
| Atria Investments, Inc | 0.00% | Reduce -38.1% | 6,746 | $409K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.1% | 6,421 | $389K |
| LPL Financial LLC | 0.00% | Add +13.4% | 6,382 | $387K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 6,251 | $379K |
| Belpointe Asset Management LLC | 0.02% | Add +15.8% | 6,189 | $375K |
| Knightsbridge Asset Management, LLC | 0.08% | Reduce -0.7% | 6,049 | $366K |
| Oppenheimer & Close, LLC | 0.28% | Reduce -0.1% | 5,995 | $363K |
| Centiva Capital, LP | 0.02% | New | 5,734 | $347K |
| Ingalls & Snyder LLC | 0.01% | Reduce -0.6% | 5,578 | $338K |
| Farringdon Capital, Ltd. | 0.11% | New | 5,519 | $334K |
| Norman Fields, Gottscho Capital Management, LLC | 0.11% | Reduce -27.4% | 5,389 | $326K |
| Intellectus Partners, LLC | 0.07% | No change | 5,340 | $323K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,200 | $315K |
| Raymond James Financial Inc. | 0.00% | Reduce -4.4% | 5,065 | $307K |
| Axq Capital, LP | 0.09% | New | 4,807 | $291K |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.