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 |
| Summit Trail Advisors, LLC | 0.00% | New | 4,458 | $270K |
| First Trust Advisors LP | 0.00% | New | 4,312 | $261K |
| FMR LLC | 0.00% | Add +34.9% | 4,308 | $261K |
| Lakewood Asset Management LLC | 0.17% | Reduce -0.7% | 4,269 | $259K |
| Mraz, Amerine & Associates, Inc. | 0.04% | No change | 4,258 | $258K |
| Legacy Capital Group California, Inc. | 0.07% | Add +6.7% | 4,048 | $245K |
| Quadcap Wealth Management, LLC | 0.03% | Add +4.3% | 4,000 | $242K |
| Treasurer of the State of North Carolina | 0.00% | Reduce -78.6% | 3,589 | $217K |
| Invesco Ltd. | 0.00% | Add +0.6% | 3,443 | $209K |
| Inkwell Capital LLC | 0.22% | Reduce -3.1% | 3,384 | $205K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.8% | 3,321 | $201K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -1.6% | 3,054 | $185K |
| RK Asset Management, LLC | 0.17% | Reduce -1.1% | 2,853 | $173K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,600 | $157K |
| Point72 (DIFC) Ltd | 0.01% | New | 2,596 | $157K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.6% | 2,386 | $144K |
| Walleye Trading LLC | 0.00% | New | 2,095 | $127K |
| Skylands Capital, LLC | 0.02% | No change | 2,045 | $124K |
| Legal & General Group Plc | 0.00% | Add +19.9% | 1,849 | $112K |
| Systematic Financial Management LP | 0.00% | No change | 1,642 | $99K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -4.6% | 1,533 | $93K |
| Russell Investments Group, Ltd. | 0.00% | Add +100.1% | 1,483 | $90K |
| Comerica Bank | 0.00% | No change | 1,372 | $83K |
| National Bank of Canada | 0.00% | Add +523.8% | 1,335 | $81K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $63K |
| Bank of Montreal | 0.00% | Add +37.5% | 980 | $59K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 912 | $55K |
| Allworth Financial LP | 0.00% | Reduce -4.5% | 878 | $53K |
| US Bancorp \de | 0.00% | Add +40.6% | 814 | $49K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.2% | 764 | $46K |
| Parallel Advisors, LLC | 0.00% | Add +443.9% | 756 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.1% | 727 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +248.1% | 724 | $44K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -18.2% | 691 | $42K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $39K |
| California State Teachers Retirement System | 0.00% | No change | 562 | $34K |
| Ameritas Advisory Services, LLC | 0.00% | New | 550 | $33K |
| Putney Financial Group LLC | 0.03% | No change | 517 | $31K |
| Barclays PLC | 0.00% | Reduce -74.2% | 512 | $31K |
| Investors Research Corp | 0.01% | No change | 500 | $30K |
| BNP Paribas Financial Markets | 0.00% | Reduce -71.4% | 481 | $29K |
| Spire Wealth Management | 0.00% | No change | 473 | $29K |
| Amalgamated Bank | 0.00% | Reduce -0.4% | 459 | $28K |
| Deutsche Bank AG | 0.00% | Reduce -28.5% | 451 | $27K |
| Lanark Financial, Inc. | 0.00% | No change | 458 | $27K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $26K |
| Rothschild Investment LLC | 0.00% | Reduce -0.8% | 390 | $24K |
| Cwm, LLC | 0.00% | Reduce -37.2% | 370 | $22K |
| Jones Financial Companies LLLP | 0.00% | No change | 355 | $22K |
| Arax Advisory Partners | 0.00% | Reduce -7.7% | 337 | $20K |
| Sterling Capital Management LLC | 0.00% | Add +18.4% | 302 | $18K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 300 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -0.7% | 293 | $18K |
| Storebrand Asset Management As | 0.00% | No change | 261 | $16K |
| Larson Financial Group LLC | 0.00% | Add +73.3% | 182 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 141 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -43.5% | 118 | $7K |
| Covestor Ltd | 0.00% | No change | 116 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -86.2% | 111 | $7K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -0.9% | 104 | $6K |
| Signaturefd, LLC | 0.00% | Add +26.8% | 104 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.6% | 104 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $6K |
| Brooklyn Investment Group | 0.00% | Reduce -82.6% | 96 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 95 | $6K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.2% | 90 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -48.4% | 82 | $4K |
| Clearstead Trust, LLC | 0.00% | Add +10.3% | 64 | $4K |
| Glenmede Investment Management, LP | 0.00% | — | 54 | $3K |
| Assetmark, Inc. | 0.00% | Add +1666.7% | 53 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +18.6% | 51 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +666.7% | 46 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 41 | $2K |
| Hemington Wealth Management | 0.00% | Add +17.5% | 47 | $2K |
| Blue Trust, Inc. | 0.00% | Add +300.0% | 32 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -50.0% | 28 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 21 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| Harbour Investments, Inc. | 0.00% | Add +137.5% | 19 | $1K |
| MAI Capital Management | 0.00% | Reduce -62.0% | 19 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +50.0% | 18 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -86.2% | 9 | $1K |
| CI Investments Inc. | 0.00% | Reduce -6.3% | 15 | $1K |
| IFP Advisors, Inc | 0.00% | Add +87.5% | 15 | $909 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 15 | $908 |
| Brown Brothers Harriman & Co. | 0.00% | New | 11 | $666 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $606 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $485 |
| Fortitude Family Office, LLC | 0.00% | New | 8 | $484 |
| True Wealth Design, LLC | 0.00% | Reduce -66.7% | 6 | $364 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $364 |
| SBI Securities Co., Ltd. | 0.00% | Add +20.0% | 6 | $363 |
| Zions Bancorporation, National Association | 0.00% | No change | 5 | $303 |
| MV Capital Management, Inc. | 0.00% | Add +400.0% | 5 | $303 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +25.0% | 5 | $302 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 4 | $232 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $182 |
| Red Tortoise LLC | 0.00% | No change | 3 | $182 |
| Essential Partners LLC | 0.00% | — | 3 | $182 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $121 |
| Principal Securities, Inc. | 0.00% | New | 2 | $121 |
| Sachetta, LLC | 0.00% | No change | 1 | $61 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $61 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $61 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $61 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $60 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 10 | $0 |
| Bessemer Group Inc. | 0.00% | Reduce -58.3% | 5 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.