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
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 |
| Shay Capital LLC | 0.05% | New | 4,500 | $257K |
| Lakewood Asset Management LLC | 0.15% | No change | 4,269 | $244K |
| Axq Capital, LP | 0.09% | Reduce -12.4% | 4,213 | $240K |
| Mraz, Amerine & Associates, Inc. | 0.04% | Reduce -2.3% | 4,162 | $238K |
| Optas, LLC | 0.04% | New | 4,131 | $236K |
| FourThought Financial Partners, LLC | 0.02% | New | 3,972 | $227K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -2.0% | 3,918 | $224K |
| Brevan Howard Capital Management LP | 0.00% | New | 3,821 | $218K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +18.3% | 3,613 | $206K |
| FMR LLC | 0.00% | Reduce -19.3% | 3,478 | $198K |
| Russell Investments Group, Ltd. | 0.00% | Add +126.0% | 3,351 | $191K |
| State of Wyoming | 0.02% | New | 3,023 | $173K |
| RK Asset Management, LLC | 0.15% | Reduce -0.1% | 2,849 | $163K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,600 | $148K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.6% | 2,400 | $137K |
| Skylands Capital, LLC | 0.02% | No change | 2,045 | $117K |
| Legal & General Group Plc | 0.00% | Reduce -8.6% | 1,690 | $96K |
| Point72 (DIFC) Ltd | 0.01% | Reduce -45.1% | 1,424 | $81K |
| Comerica Bank | 0.00% | Reduce -1.2% | 1,356 | $77K |
| Systematic Financial Management LP | 0.00% | Reduce -30.4% | 1,142 | $65K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $59K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +36.3% | 991 | $57K |
| Allworth Financial LP | 0.00% | Add +12.5% | 988 | $56K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 981 | $56K |
| US Bancorp \de | 0.00% | Add +15.4% | 939 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +24.7% | 903 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +1.1% | 764 | $44K |
| Bank of Montreal | 0.00% | Reduce -25.1% | 734 | $42K |
| Versant Capital Management, Inc | 0.01% | Add +497.3% | 663 | $38K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $37K |
| Rockefeller Capital Management L.P. | 0.00% | New | 645 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -8.7% | 631 | $36K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.7% | 606 | $35K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 605 | $35K |
| California State Teachers Retirement System | 0.00% | No change | 562 | $32K |
| National Bank of Canada | 0.00% | Reduce -60.7% | 525 | $30K |
| Investors Research Corp | 0.01% | No change | 500 | $29K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -9.1% | 500 | $29K |
| Capital Analysts, LLC | 0.00% | New | 492 | $28K |
| Spire Wealth Management | 0.00% | Add +3.6% | 490 | $28K |
| Lanark Financial, Inc. | 0.00% | No change | 458 | $26K |
| Jones Financial Companies LLLP | 0.00% | Add +28.4% | 456 | $26K |
| Amalgamated Bank | 0.00% | Add +0.7% | 462 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $24K |
| Rothschild Investment LLC | 0.00% | Add +0.5% | 392 | $22K |
| FNY Investment Advisers, LLC | 0.01% | New | 342 | $19K |
| Sterling Capital Management LLC | 0.00% | Reduce -1.3% | 298 | $17K |
| MetLife Investment Management, LLC | 0.00% | New | 266 | $15K |
| Storebrand Asset Management As | 0.00% | No change | 261 | $15K |
| SJS Investment Consulting Inc. | 0.00% | Add +113.5% | 222 | $13K |
| STRS Ohio | 0.00% | Reduce -99.4% | 184 | $11K |
| Quent Capital, LLC | 0.00% | New | 169 | $10K |
| Quadrant Capital Group LLC | 0.00% | New | 158 | $9K |
| Cwm, LLC | 0.00% | Reduce -56.5% | 161 | $9K |
| GAMMA Investing LLC | 0.00% | Add +26.3% | 149 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 141 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 294 | $7K |
| Covestor Ltd | 0.00% | No change | 116 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.5% | 117 | $7K |
| Financial Consulate, Inc. | 0.00% | New | 108 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 104 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $6K |
| True Wealth Design, LLC | 0.00% | Add +1533.3% | 98 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 95 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 90 | $5K |
| Signaturefd, LLC | 0.00% | Reduce -15.4% | 88 | $5K |
| Wealthspire Advisors, LLC | 0.00% | New | 57 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -70.3% | 54 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.9% | 51 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Add +78.6% | 50 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 41 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 39 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -87.7% | 36 | $2K |
| AE Wealth Management LLC | 0.00% | New | 36 | $2K |
| Hemington Wealth Management | 0.00% | Reduce -19.1% | 38 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -50.9% | 26 | $1K |
| Crewe Advisors LLC | 0.00% | New | 25 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +5.6% | 19 | $1K |
| CI Investments Inc. | 0.00% | Reduce -6.7% | 14 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $993 |
| Harbour Investments, Inc. | 0.00% | Reduce -21.1% | 15 | $856 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11 | $628 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $571 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $457 |
| Fortitude Family Office, LLC | 0.00% | No change | 8 | $457 |
| Westfuller Advisors, LLC | 0.00% | New | 7 | $399 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $346 |
| IFP Advisors, Inc | 0.00% | Reduce -60.0% | 6 | $342 |
| SBI Securities Co., Ltd. | 0.00% | No change | 6 | $342 |
| Zions Bancorporation, National Association | 0.00% | No change | 5 | $285 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $171 |
| Red Tortoise LLC | 0.00% | No change | 3 | $171 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -94.1% | 3 | $171 |
| MV Capital Management, Inc. | 0.00% | Reduce -60.0% | 2 | $115 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 2 | $114 |
| Advisory Services Network, LLC | 0.00% | New | 2 | $114 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $114 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $114 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $114 |
| Sachetta, LLC | 0.00% | No change | 1 | $58 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $58 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $58 |
| Essential Partners LLC | 0.00% | Reduce -66.7% | 1 | $57 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 10 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 6 | $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.