U-Haul HoldingUHAL

13F holders, Q3 2025 (September 30)
209holders −3
36new positions
37sold out
10famous investors
$56.37avg. 13F price*

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

050100150200250 Q1 2024: 198Q1 2024Q2 2024: 186Q2 2024Q3 2024: 200Q3 2024Q4 2024: 202Q4 2024Q1 2025: 212Q1 2025Q2 2025: 212Q2 2025Q3 2025: 209Q3 2025Q4 2025: 202Q4 2025Q1 2026: 203Q1 2026Q2 2026: 226Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$27.0M
Exits37$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.

Show all 209 holders