U-Haul HoldingUHAL
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 209 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, down 3 from Q2 2025. 36 opened new positions and 37 sold out. The largest holders were Vanguard Group Inc. ($48.5M), Southpoint Capital Advisors LP ($34.2M) and Scharf Investments, LLC ($31.3M). 10 famous investors held it, including Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $27.0M |
| Exits | 37 | $30.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,389,988 shares bought and 1,907,459 shares sold, net −517,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 850,589 | $48.5M |
| Southpoint Capital Advisors LP | 0.90% | Reduce -7.7% | 600,000 | $34.2M |
| Scharf Investments, LLC | 0.79% | Reduce -62.2% | 548,115 | $31.3M |
| BlackRock, Inc. | 0.00% | Reduce -5.7% | 447,091 | $25.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +21.7% | 381,109 | $21.8M |
| Yacktman Asset Management | 0.26% | Reduce -0.6% | 330,774 | $18.9M |
| Millennium Management | 0.01% | Reduce -36.2% | 222,649 | $12.7M |
| Estuary Capital Management LP | 2.17% | New | 214,200 | $12.2M |
| Two Sigma Advisers, LP | 0.02% | Add +52.6% | 189,700 | $10.8M |
| Two Sigma Investments, LP | 0.02% | Add +64.3% | 174,120 | $9.9M |
| ArrowMark Colorado Holdings LLC | 0.17% | Add +108.2% | 157,800 | $9.0M |
| Old West Investment Management, LLC | 2.00% | Add +6.9% | 152,786 | $8.7M |
| Morgan Stanley | 0.00% | Add +45.9% | 148,864 | $8.5M |
| Parkwood LLC | 0.76% | Add +12.4% | 135,872 | $7.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -10.7% | 134,856 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.9% | 120,770 | $6.9M |
| Landmark Investment Partners, L.P. | 5.35% | New | 114,393 | $6.5M |
| Quantinno Capital Management LP | 0.02% | Add +84.4% | 113,075 | $6.5M |
| State Street Corp. | 0.00% | Add +10.1% | 105,841 | $6.0M |
| D. E. Shaw & Co. | 0.01% | Add +31.4% | 103,146 | $5.9M |
| Citadel Advisors | 0.00% | Add +22.6% | 101,807 | $5.8M |
| Franklin Resources Inc. | 0.00% | Add +2458.6% | 182,757 | $5.5M |
| Tudor Investment Corporation | 0.04% | Add +167.3% | 95,393 | $5.4M |
| HRT Financial LP | 0.02% | Add +44.0% | 91,066 | $5.2M |
| AQR Capital Management | 0.00% | Reduce -21.1% | 81,633 | $4.7M |
| Bruce & Co., Inc. | 1.31% | No change | 73,900 | $4.2M |
| Voya Investment Management LLC | 0.00% | Reduce -19.3% | 46,815 | $2.7M |
| Point72 Asset Management | 0.01% | Add +64.5% | 46,224 | $2.6M |
| Bank of America Corp. | 0.00% | Add +70.7% | 45,205 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 36,690 | $2.1M |
| Abrams Capital Management | 0.03% | No change | 36,401 | $2.1M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -29.9% | 35,887 | $2.0M |
| Dimension Capital Management LLC | 0.29% | New | 35,016 | $2.0M |
| Gabelli Funds LLC | 0.01% | No change | 34,167 | $1.9M |
| Northern Trust Corp. | 0.00% | Reduce -4.4% | 33,425 | $1.9M |
| UBS Group AG | 0.00% | Add +22.2% | 33,080 | $1.9M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 31,953 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.9% | 29,782 | $1.7M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +88.7% | 29,582 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -25.1% | 29,242 | $1.7M |
| Gotham Asset Management | 0.01% | New | 28,222 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +5327.6% | 26,107 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -58.8% | 21,954 | $1.3M |
| Summit Trail Advisors, LLC | 0.02% | Add +340.3% | 19,628 | $1.1M |
| Landscape Capital Management, L.L.C. | 0.07% | No change | 19,153 | $1.1M |
| Nuveen, LLC | 0.00% | Reduce -1.2% | 18,970 | $1.1M |
| Trexquant Investment LP | 0.01% | Reduce -12.7% | 18,937 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.7% | 18,493 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 18,038 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 16,900 | $964K |
| Jane Street Group, LLC | 0.00% | Reduce -78.1% | 16,455 | $939K |
| Susquehanna International Group, LLP | 0.00% | New | 15,522 | $886K |
| Virtu Financial LLC | 0.05% | Reduce -18.7% | 14,994 | $856K |
| McDonald Partners LLC | 0.25% | Reduce -2.0% | 14,525 | $829K |
| Simplex Trading, LLC | 0.02% | Add +17003.7% | 14,025 | $800K |
| LPL Financial LLC | 0.00% | Add +113.9% | 13,652 | $779K |
| Creative Planning | 0.00% | Add +49.1% | 13,557 | $774K |
| AlphaQuest LLC | 0.05% | New | 12,963 | $740K |
| Barclays PLC | 0.00% | Add +2411.1% | 12,857 | $734K |
| Kerrisdale Advisers, LLC | 0.38% | No change | 12,714 | $726K |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 12,028 | $692K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $649K |
| American Century Companies Inc. | 0.00% | Add +51.3% | 11,145 | $636K |
| Arax Advisory Partners | 0.01% | Add +2876.6% | 10,031 | $572K |
| JPMorgan Chase & Co. | 0.00% | Add +10.8% | 9,634 | $550K |
| Ameriprise Financial Inc. | 0.00% | Add +5.8% | 10,313 | $548K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -1.1% | 9,027 | $515K |
| Mercer Global Advisors Inc. | 0.00% | Add +171.4% | 9,014 | $514K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +841.6% | 8,587 | $490K |
| Deutsche Bank AG | 0.00% | Add +1766.5% | 8,418 | $480K |
| Mgo One Seven LLC | 0.01% | Reduce -0.6% | 8,365 | $477K |
| Diversified Investment Strategies, LLC | 0.30% | No change | 8,054 | $460K |
| Orvieto Partners, L.P. | 0.39% | Reduce -27.3% | 8,000 | $457K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -40.1% | 7,830 | $447K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 7,822 | $446K |
| GAMCO Investors | 0.00% | Reduce -13.1% | 7,810 | $446K |
| Rhumbline Advisers | 0.00% | Reduce -3.6% | 7,648 | $436K |
| Carnegie Lake Advisors LLC | 0.17% | Reduce -3.2% | 7,570 | $432K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.4% | 7,271 | $415K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -82.8% | 7,124 | $407K |
| Belpointe Asset Management LLC | 0.02% | Add +11.7% | 6,910 | $394K |
| Atria Investments, Inc | 0.00% | Reduce -1.1% | 6,675 | $381K |
| Asset Planning,Inc | 0.27% | Reduce -8.7% | 6,480 | $370K |
| Invesco Ltd. | 0.00% | Add +82.7% | 6,289 | $359K |
| Occudo Quantitative Strategies LP | 0.04% | New | 6,118 | $349K |
| Squarepoint Ops LLC | 0.00% | Reduce -43.5% | 6,102 | $348K |
| Oppenheimer & Close, LLC | 0.23% | Reduce -0.1% | 5,990 | $342K |
| Knightsbridge Asset Management, LLC | 0.06% | Reduce -1.1% | 5,984 | $342K |
| Redmont Wealth Advisors LLC | 0.47% | Reduce -31.2% | 5,854 | $334K |
| HighTower Advisors, LLC | 0.00% | Reduce -17.0% | 5,786 | $330K |
| Corton Capital Inc. | 0.78% | New | 5,558 | $317K |
| Engineers Gate Manager LP | 0.00% | Reduce -48.0% | 5,492 | $313K |
| Ingalls & Snyder LLC | 0.01% | Reduce -3.0% | 5,410 | $309K |
| Intellectus Partners, LLC | 0.06% | No change | 5,340 | $305K |
| Man Group plc | 0.00% | New | 5,243 | $299K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,200 | $297K |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 5,117 | $292K |
| Net Worth Advisory Group | 0.08% | New | 5,101 | $291K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -21.8% | 5,023 | $287K |
| Legacy Capital Group California, Inc. | 0.07% | Add +13.6% | 4,597 | $262K |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.