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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $9.4M |
| Exits | 36 | $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 |
| Worldquant Millennium Advisors LLC | 0.00% | New | 4,902 | $247K |
| Legacy Capital Group California, Inc. | 0.06% | Add +4.4% | 4,801 | $242K |
| Inscription Capital, LLC | 0.02% | New | 4,423 | $223K |
| Janus Henderson Group PLC | 0.00% | New | 4,400 | $222K |
| Sei Investments Co. | 0.00% | New | 4,333 | $218K |
| Mraz, Amerine & Associates, Inc. | 0.03% | Reduce -0.1% | 4,156 | $210K |
| Corient Private Wealth LP | 0.00% | New | 4,028 | $203K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,613 | $182K |
| Russell Investments Group, Ltd. | 0.00% | Add +7.5% | 3,604 | $182K |
| RK Asset Management, LLC | 0.14% | Add +0.0% | 2,850 | $144K |
| State of Wyoming | 0.01% | Reduce -17.5% | 2,494 | $126K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.6% | 2,313 | $117K |
| Skylands Capital, LLC | 0.01% | No change | 2,045 | $103K |
| CANADA LIFE ASSURANCE Co | 0.00% | New | 1,927 | $97K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -34.6% | 1,700 | $86K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +85.5% | 1,675 | $84K |
| Comerica Bank | 0.00% | Reduce -7.3% | 1,257 | $63K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $52K |
| Bank of Montreal | 0.00% | Add +32.7% | 974 | $49K |
| US Bancorp \de | 0.00% | Add +2.0% | 958 | $48K |
| Allworth Financial LP | 0.00% | Reduce -5.7% | 932 | $47K |
| Versant Capital Management, Inc | 0.01% | Add +35.1% | 896 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.8% | 882 | $44K |
| Parallel Advisors, LLC | 0.00% | Add +13.1% | 864 | $44K |
| Nisa Investment Advisors, LLC | 0.00% | Add +11.5% | 725 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +16.4% | 704 | $35K |
| Arax Advisory Partners | 0.00% | Reduce -93.4% | 659 | $33K |
| Simplex Trading, LLC | 0.00% | Reduce -95.6% | 623 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +24.6% | 568 | $29K |
| National Bank of Canada | 0.00% | Add +0.6% | 528 | $27K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -15.3% | 513 | $26K |
| Spire Wealth Management | 0.00% | No change | 490 | $25K |
| Amalgamated Bank | 0.00% | Add +1.9% | 471 | $24K |
| Lanark Financial, Inc. | 0.00% | No change | 458 | $23K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.3% | 436 | $22K |
| High Point Wealth Management, LLC | 0.02% | — | 430 | $22K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $21K |
| Sterling Capital Management LLC | 0.00% | Add +5.7% | 315 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | New | 304 | $15K |
| Cwm, LLC | 0.00% | Add +75.8% | 283 | $14K |
| MetLife Investment Management, LLC | 0.00% | No change | 266 | $13K |
| Storebrand Asset Management As | 0.00% | No change | 261 | $13K |
| Financial Consulate, Inc. | 0.00% | Add +138.9% | 258 | $13K |
| GAMMA Investing LLC | 0.00% | Add +60.4% | 239 | $12K |
| Rothschild Investment LLC | 0.00% | Reduce -45.4% | 214 | $11K |
| Signaturefd, LLC | 0.00% | Add +120.5% | 194 | $10K |
| STRS Ohio | 0.00% | No change | 184 | $9K |
| True Wealth Design, LLC | 0.00% | Add +23.5% | 121 | $6K |
| Covestor Ltd | 0.00% | Add +4.3% | 121 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -20.6% | 112 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.4% | 106 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 104 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -55.0% | 100 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 95 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 90 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +70.6% | 87 | $4K |
| Quent Capital, LLC | 0.00% | Reduce -52.1% | 81 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | Reduce -98.6% | 81 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -95.6% | 44 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -14.0% | 43 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +1266.7% | 41 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 41 | $2K |
| Daytona Street Capital LLC | 0.00% | — | 40 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 36 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +3300.0% | 34 | $2K |
| Larson Financial Group LLC | 0.00% | Reduce -38.9% | 33 | $2K |
| Los Angeles Capital Management LLC | 0.00% | New | 29 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +23.8% | 26 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $1K |
| Lodestone Wealth Management LLC | 0.00% | New | 23 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 19 | $958 |
| Global Retirement Partners, LLC | 0.00% | New | 19 | $958 |
| Root Financial Partners, LLC | 0.00% | Reduce -53.9% | 18 | $907 |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $877 |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -97.4% | 17 | $857 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -21.1% | 15 | $757 |
| ORG Partners LLC | 0.00% | New | 15 | $756 |
| Systematic Financial Management LP | 0.00% | Reduce -98.7% | 15 | $756 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +600.0% | 14 | $706 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11 | $555 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.9% | 9 | $506 |
| Huntington National Bank | 0.00% | New | 10 | $504 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $404 |
| Assetmark, Inc. | 0.00% | Reduce -69.2% | 8 | $403 |
| Westfuller Advisors, LLC | 0.00% | No change | 7 | $353 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $303 |
| Strengthening Families & Communities, LLC | 0.00% | New | 6 | $302 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -78.3% | 5 | $253 |
| Zions Bancorporation, National Association | 0.00% | No change | 5 | $252 |
| Red Tortoise LLC | 0.00% | No change | 3 | $151 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $151 |
| Harbour Investments, Inc. | 0.00% | Reduce -80.0% | 3 | $151 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 3 | $151 |
| IFP Advisors, Inc | 0.00% | Reduce -66.7% | 2 | $101 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -66.7% | 2 | $101 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 2 | $100 |
| Sachetta, LLC | 0.00% | No change | 1 | $51 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 10 | $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.