U-Haul HoldingUHAL

13F holders, Q4 2025 (December 31)
202holders −7
26new positions
36sold out
10famous investors
$50.41avg. 13F price*

At the end of Q4 2025, 202 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, down 7 from Q3 2025. 26 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($43.7M), Southpoint Capital Advisors LP ($30.2M) and Norges Bank ($27.5M). 10 famous investors held it, including Stephen Yacktman (0.2% of Yacktman Asset Management's portfolio), David Abrams (0.0% of Abrams Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions26$9.4M
Exits36$43.5M

All 13F filers, Q3 2025 → Q4 2025: 1,254,101 shares bought and 1,537,317 shares sold, net −283,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

Vanguard Group Inc. 0.00% Add +1.9% 867,149 $43.7M
Southpoint Capital Advisors LP 0.70% No change 600,000 $30.2M
Norges Bank 0.00% — 546,476 $27.5M
BlackRock, Inc. 0.00% Add +13.5% 507,267 $25.6M
Scharf Investments, LLC 0.58% Reduce -21.3% 431,250 $21.7M
Dimensional Fund Advisors LP 0.00% Add +8.0% 411,614 $20.7M
Yacktman Asset Management 0.23% Reduce -1.1% 327,276 $16.5M
Quantinno Capital Management LP 0.03% Add +158.0% 291,700 $14.7M
ArrowMark Colorado Holdings LLC 0.24% Add +38.0% 217,800 $11.0M
D. E. Shaw & Co. 0.01% Add +87.8% 193,724 $9.8M
Morgan Stanley 0.00% Add +28.6% 191,484 $9.7M
Two Sigma Advisers, LP 0.02% Reduce -8.1% 174,400 $8.8M
Two Sigma Investments, LP 0.01% Reduce -1.9% 170,771 $8.6M
Old West Investment Management, LLC 1.38% Add +0.4% 153,350 $7.7M
State Street Corp. 0.00% Add +32.8% 140,560 $7.1M
Geode Capital Management, LLC 0.00% Reduce -5.1% 127,950 $6.4M
Orvieto Partners, L.P. 5.32% Add +1487.5% 127,000 $6.4M
Deltroit Asset Management (UK) LLP 0.85% — 102,793 $5.2M
Envestnet Asset Management Inc. 0.00% Reduce -25.0% 90,570 $4.6M
HRT Financial LP 0.01% Reduce -16.4% 76,173 $3.8M
Jacobs Levy Equity Management, Inc. 0.01% Add +111.0% 75,717 $3.8M
Bruce & Co., Inc. 1.16% No change 73,900 $3.7M
AQR Capital Management 0.00% Reduce -10.9% 72,723 $3.7M
Susquehanna International Group, LLP 0.00% Add +340.9% 68,437 $3.4M
Northern Trust Corp. 0.00% Add +102.1% 67,563 $3.4M
Trexquant Investment LP 0.03% Add +219.7% 60,536 $3.1M
Goldman Sachs Group Inc. 0.00% Add +100.8% 59,786 $3.0M
Schonfeld Strategic Advisors LLC 0.02% Add +656.2% 59,152 $3.0M
Tudor Investment Corporation 0.02% Reduce -40.7% 56,607 $2.9M
UBS Group AG 0.00% Add +55.8% 51,538 $2.6M
Bank of America Corp. 0.00% Reduce -13.9% 38,926 $2.0M
Barclays PLC 0.00% Add +193.8% 37,772 $1.9M
Abrams Capital Management 0.03% No change 36,401 $1.8M
Royal Bank of Canada 0.00% Reduce -1.5% 36,145 $1.8M
Tensile Capital Management LP 0.23% New 35,000 $1.8M
Virtu Financial LLC 0.07% Add +127.8% 34,159 $1.7M
Gotham Asset Management 0.01% Add +20.2% 33,935 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Add +11.6% 33,017 $1.7M
Citigroup Inc. 0.00% Reduce -8.0% 29,390 $1.5M
XTX Topco Ltd 0.04% New 28,081 $1.4M
Occudo Quantitative Strategies LP 0.09% Add +341.3% 26,996 $1.4M
Voya Investment Management LLC 0.00% Reduce -45.1% 25,703 $1.3M
Verition Fund Management LLC 0.01% Add +11.2% 24,417 $1.2M
Nuveen, LLC 0.00% Add +17.8% 22,352 $1.1M
Ieq Capital, LLC 0.00% New 22,110 $1.1M
Engineers Gate Manager LP 0.01% Add +290.6% 21,451 $1.1M
Creative Planning 0.00% Add +56.6% 21,229 $1.1M
Bank of New York Mellon Corp 0.00% Add +7.5% 19,873 $1.0M
Landscape Capital Management, L.L.C. 0.06% No change 19,153 $966K
Summit Trail Advisors, LLC 0.02% Reduce -7.1% 18,227 $919K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% No change 16,900 $860K
Swiss National Bank 0.00% New 15,500 $781K
McDonald Partners LLC 0.23% Reduce -1.4% 14,325 $722K
ExodusPoint Capital Management, LP 0.01% New 12,879 $649K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +79.2% 12,769 $644K
Kerrisdale Advisers, LLC 0.30% No change 12,714 $641K
California State Teachers Retirement System 0.00% Add +2132.0% 12,544 $632K
VARCOV Co. 0.25% — 12,378 $624K
Lotus Technology Management, LP 0.34% — 11,974 $604K
Millennium Management 0.00% Reduce -94.6% 11,971 $603K
New York State Common Retirement Fund 0.00% No change 11,366 $573K
American Century Companies Inc. 0.00% Add +1.9% 11,353 $572K
FMR LLC 0.00% Add +223.7% 11,259 $568K
Squarepoint Ops LLC 0.00% Add +84.5% 11,257 $567K
Citadel Advisors 0.00% Reduce -89.3% 10,933 $551K
Ameriprise Financial Inc. 0.00% Add +3.1% 10,630 $536K
Farringdon Capital, Ltd. 0.13% New 10,573 $533K
JPMorgan Chase & Co. 0.00% Add +8.6% 10,465 $528K
LPL Financial LLC 0.00% Reduce -23.5% 10,443 $526K
Osaic Holdings, Inc. 0.00% Reduce -15.3% 10,183 $513K
Renaissance Technologies 0.00% New 9,300 $469K
Deutsche Bank AG 0.00% Add +1.9% 8,581 $433K
Caprock Group, LLC 0.01% New 8,290 $418K
Optas, LLC 0.07% Add +100.4% 8,278 $417K
Cynosure Group, LLC 0.04% New 8,136 $410K
Diversified Investment Strategies, LLC 0.27% Reduce -0.2% 8,036 $405K
Shay Capital LLC 0.07% Add +77.8% 8,000 $403K
Gabelli Funds LLC 0.00% Reduce -76.6% 8,000 $403K
Mgo One Seven LLC 0.01% Reduce -7.2% 7,765 $391K
Quadrant Capital Group LLC 0.01% Add +4742.4% 7,651 $386K
Versor Investments LP 0.06% New 7,580 $382K
State Board of Administration of Florida Retirement System 0.00% Reduce -3.3% 7,575 $382K
Carnegie Lake Advisors LLC 0.14% Reduce -0.3% 7,545 $380K
Rhumbline Advisers 0.00% Reduce -2.6% 7,446 $375K
GAMCO Investors 0.00% Reduce -9.9% 7,040 $355K
Clearbridge Investments, LLC 0.00% Add +28.9% 6,700 $338K
Mercer Global Advisors Inc. 0.00% Reduce -26.1% 6,666 $336K
AlphaQuest LLC 0.02% Reduce -50.9% 6,367 $321K
Invesco Ltd. 0.00% Add +0.4% 6,314 $318K
Wells Fargo & Company 0.00% Reduce -66.3% 6,069 $306K
HighTower Advisors, LLC 0.00% Add +3.9% 6,014 $303K
Oppenheimer & Close, LLC 0.21% No change 5,990 $302K
Knightsbridge Asset Management, LLC 0.05% Add +0.1% 5,989 $302K
T. Rowe Price Associates Inc. 0.00% Reduce -20.4% 5,786 $292K
AE Wealth Management LLC 0.00% Add +14591.7% 5,289 $267K
Intellectus Partners, LLC 0.05% Reduce -1.9% 5,237 $264K
Ingalls & Snyder LLC 0.01% Reduce -5.8% 5,095 $257K
Legal & General Group Plc 0.00% Add +199.3% 5,059 $255K
Focus Partners Wealth 0.00% New 4,921 $248K
Net Worth Advisory Group 0.05% Reduce -3.6% 4,915 $248K

"% 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 202 holders