U-Haul HoldingUHAL
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 203 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, up 1 from Q4 2025. 32 opened new positions and 25 sold out. The largest holders were Dimensional Fund Advisors LP ($24.4M), BlackRock, Inc. ($22.7M) and Vanguard Capital Management LLC ($19.3M). 12 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 Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- U-Haul Holding Co.
- CUSIP
- 023586100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $22.8M |
| Exits | 25 | $9.1M |
All 13F filers, Q4 2025 → Q1 2026: 1,590,896 shares bought and 1,069,689 shares sold, net +521,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Dimensional Fund Advisors LP | 0.01% | Add +23.9% | 510,097 | $24.4M |
| BlackRock, Inc. | 0.00% | Reduce -6.5% | 474,247 | $22.7M |
| Vanguard Capital Management LLC | 0.00% | — | 404,700 | $19.3M |
| Southpoint Capital Advisors LP | 0.36% | Reduce -39.7% | 362,000 | $17.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 354,602 | $16.9M |
| Yacktman Asset Management | 0.21% | Reduce -0.6% | 325,369 | $15.5M |
| Scharf Investments, LLC | 0.47% | Reduce -25.3% | 322,002 | $15.4M |
| Millennium Management | 0.01% | Add +2583.9% | 321,287 | $15.4M |
| D. E. Shaw & Co. | 0.01% | Add +50.9% | 292,278 | $14.0M |
| Quantinno Capital Management LP | 0.02% | Reduce -16.3% | 244,297 | $11.7M |
| Jacobs Levy Equity Management, Inc. | 0.05% | Add +205.9% | 231,635 | $11.1M |
| Two Sigma Investments, LP | 0.01% | Add +22.6% | 209,284 | $10.0M |
| ArrowMark Colorado Holdings LLC | 0.23% | Reduce -15.6% | 183,800 | $8.8M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 179,546 | $8.6M |
| State Street Corp. | 0.00% | Add +25.6% | 176,514 | $8.4M |
| Geode Capital Management, LLC | 0.00% | Add +16.4% | 148,981 | $7.1M |
| Marshall Wace, LLP | 0.01% | New | 137,554 | $6.6M |
| UBS Group AG | 0.00% | Add +120.6% | 113,685 | $5.4M |
| HRT Financial LP | 0.01% | Add +45.3% | 110,642 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +58.9% | 108,752 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 93,366 | $4.5M |
| Lighthouse Investment Partners, LLC | 0.16% | New | 88,540 | $4.2M |
| Deltroit Asset Management (UK) LLP | 0.70% | Reduce -17.9% | 84,418 | $4.0M |
| Old West Investment Management, LLC | 0.41% | Reduce -48.3% | 79,320 | $3.8M |
| Orvieto Partners, L.P. | 3.26% | Reduce -37.6% | 79,203 | $3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 78,233 | $3.7M |
| Bruce & Co., Inc. | 1.01% | No change | 73,900 | $3.5M |
| Citadel Advisors | 0.00% | Add +519.6% | 67,746 | $3.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 59,754 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.9% | 52,692 | $2.5M |
| Bank of America Corp. | 0.00% | Add +32.0% | 51,403 | $2.5M |
| Wallace Capital Management Inc. | 0.26% | New | 46,645 | $2.2M |
| AQR Capital Management | 0.00% | Reduce -34.6% | 47,555 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -22.1% | 46,107 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -32.6% | 45,528 | $2.2M |
| Gotham Asset Management | 0.01% | Add +28.1% | 43,486 | $2.1M |
| Trexquant Investment LP | 0.01% | Reduce -31.6% | 41,395 | $2.0M |
| Ethic Inc. | 0.03% | New | 40,378 | $1.8M |
| Virtu Financial LLC | 0.08% | Add +11.3% | 38,012 | $1.8M |
| Occudo Quantitative Strategies LP | 0.10% | Add +27.7% | 34,479 | $1.8M |
| Abrams Capital Management | 0.04% | No change | 36,401 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 34,263 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +830.6% | 33,538 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 30,769 | $1.5M |
| VARCOV Co. | 0.53% | Add +141.7% | 29,920 | $1.4M |
| Summit Trail Advisors, LLC | 0.02% | Add +64.1% | 29,918 | $1.4M |
| Point72 Asset Management | 0.00% | New | 27,619 | $1.3M |
| Sei Investments Co. | 0.00% | Add +520.9% | 26,905 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -12.2% | 25,804 | $1.2M |
| Nuveen, LLC | 0.00% | Add +0.6% | 22,475 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 20,597 | $984K |
| Creative Planning | 0.00% | Reduce -3.6% | 20,474 | $978K |
| Tudor Investment Corporation | 0.01% | Reduce -64.7% | 19,998 | $956K |
| XTX Topco Ltd | 0.01% | Reduce -37.2% | 17,629 | $842K |
| Voya Investment Management LLC | 0.00% | Reduce -37.8% | 15,995 | $764K |
| Swiss National Bank | 0.00% | No change | 15,500 | $741K |
| Inceptionr LLC | 0.17% | New | 14,840 | $709K |
| McDonald Partners LLC | 0.16% | Add +0.7% | 14,425 | $689K |
| Squarepoint Ops LLC | 0.00% | Add +25.9% | 14,168 | $677K |
| Ieq Capital, LLC | 0.00% | Reduce -38.0% | 13,716 | $655K |
| Maverick Capital | 0.01% | New | 13,621 | $651K |
| Private Capital Management, LLC | 0.06% | New | 13,200 | $631K |
| Kerrisdale Advisers, LLC | 0.23% | No change | 12,714 | $607K |
| California State Teachers Retirement System | 0.00% | Reduce -0.5% | 12,486 | $597K |
| Ameriprise Financial Inc. | 0.00% | Add +14.8% | 12,204 | $583K |
| Corient Private Wealth LP | 0.00% | Add +199.2% | 12,053 | $575K |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 12,362 | $572K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $543K |
| Mirabella Financial Services LLP | 0.05% | New | 11,266 | $538K |
| Osaic Holdings, Inc. | 0.00% | Add +6.7% | 10,866 | $519K |
| Caxton Associates LLP | 0.01% | New | 10,382 | $496K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -20.4% | 10,167 | $486K |
| Clearbridge Investments, LLC | 0.00% | Add +49.3% | 10,000 | $478K |
| Blueshift Asset Management, LLC | 0.14% | New | 9,690 | $463K |
| Farringdon Capital, Ltd. | 0.10% | Reduce -12.4% | 9,261 | $442K |
| Barclays PLC | 0.00% | Reduce -75.9% | 9,097 | $435K |
| LPL Financial LLC | 0.00% | Reduce -16.6% | 8,712 | $416K |
| Engineers Gate Manager LP | 0.01% | Reduce -60.0% | 8,590 | $410K |
| Mgo One Seven LLC | 0.01% | Add +9.2% | 8,480 | $405K |
| Diversified Investment Strategies, LLC | 0.25% | No change | 8,036 | $384K |
| State of Wyoming | 0.04% | Add +215.2% | 7,860 | $376K |
| Mercer Global Advisors Inc. | 0.00% | Add +16.9% | 7,795 | $372K |
| American Century Companies Inc. | 0.00% | Reduce -32.6% | 7,649 | $365K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 7,575 | $362K |
| Carnegie Lake Advisors LLC | 0.14% | No change | 7,545 | $361K |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 7,424 | $355K |
| Axq Capital, LP | 0.05% | New | 7,417 | $354K |
| GAMCO Investors | 0.00% | Add +4.3% | 7,340 | $351K |
| HighTower Advisors, LLC | 0.00% | Add +17.9% | 7,088 | $339K |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.1% | 6,487 | $310K |
| Focus Partners Wealth | 0.00% | Add +31.7% | 6,482 | $310K |
| Verition Fund Management LLC | 0.00% | Reduce -74.5% | 6,222 | $297K |
| Oppenheimer & Close, LLC | 0.18% | No change | 5,990 | $286K |
| Knightsbridge Asset Management, LLC | 0.04% | Reduce -1.1% | 5,926 | $283K |
| Flow Traders U.S. LLC | 0.01% | New | 5,913 | $283K |
| Invesco Ltd. | 0.00% | Reduce -6.2% | 5,920 | $283K |
| Public Employees Retirement System of Ohio | 0.00% | Add +146.7% | 5,706 | $273K |
| Worldquant Millennium Advisors LLC | 0.00% | Add +16.1% | 5,691 | $272K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 5,530 | $264K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -68.0% | 5,400 | $258K |
| BNP Paribas Financial Markets | 0.00% | Add +1132.3% | 5,373 | $257K |
| Intellectus Partners, LLC | 0.05% | Add +0.5% | 5,263 | $251K |
| Ingalls & Snyder LLC | 0.01% | Reduce -2.6% | 4,963 | $237K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,917 | $235K |
| Raymond James Financial Inc. | 0.00% | New | 4,911 | $235K |
| FMR LLC | 0.00% | Reduce -57.6% | 4,775 | $228K |
| Renaissance Technologies | 0.00% | Reduce -50.5% | 4,600 | $220K |
| Janus Henderson Group PLC | 0.00% | No change | 4,400 | $210K |
| Net Worth Advisory Group | 0.04% | Reduce -11.8% | 4,336 | $207K |
| Legal & General Group Plc | 0.00% | Reduce -22.6% | 3,917 | $187K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,613 | $173K |
| Wells Fargo & Company | 0.00% | Reduce -47.1% | 3,211 | $153K |
| Skylands Capital, LLC | 0.01% | No change | 2,045 | $98K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | New | 1,978 | $95K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 1,927 | $92K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,700 | $81K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9835.3% | 1,689 | $81K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.2% | 1,679 | $80K |
| Picton Mahoney Asset Management | 0.00% | New | 1,481 | $71K |
| Vanguard Global Advisers, LLC | 0.00% | — | 1,381 | $66K |
| Jones Financial Companies LLLP | 0.00% | Add +134.5% | 1,332 | $61K |
| Opal Wealth Advisors, LLC | 0.01% | New | 1,058 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $50K |
| Allworth Financial LP | 0.00% | Add +4.4% | 973 | $46K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.8% | 823 | $39K |
| Bank of Montreal | 0.00% | Reduce -15.6% | 822 | $39K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 728 | $35K |
| National Bank of Canada | 0.00% | Add +33.3% | 704 | $34K |
| US Bancorp \de | 0.00% | Reduce -28.1% | 689 | $33K |
| GAMMA Investing LLC | 0.00% | Add +143.1% | 581 | $28K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.3% | 547 | $26K |
| Lanark Financial, Inc. | 0.00% | No change | 458 | $22K |
| High Point Wealth Management, LLC | 0.02% | No change | 430 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $20K |
| Cwm, LLC | 0.00% | Add +43.1% | 405 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -56.0% | 388 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.5% | 377 | $18K |
| Fifth Third Bancorp | 0.00% | New | 373 | $18K |
| Arax Advisory Partners | 0.00% | Reduce -49.3% | 334 | $16K |
| Signaturefd, LLC | 0.00% | Add +52.6% | 296 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -3.0% | 295 | $14K |
| Versant Capital Management, Inc | 0.00% | Reduce -69.3% | 275 | $13K |
| Deutsche Bank AG | 0.00% | Reduce -96.8% | 271 | $13K |
| Storebrand Asset Management As | 0.00% | No change | 261 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 258 | $12K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.4% | 257 | $12K |
| Rothschild Investment LLC | 0.00% | Add +7.5% | 230 | $11K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 228 | $11K |
| STRS Ohio | 0.00% | No change | 184 | $9K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.2% | 182 | $9K |
| Larson Financial Group LLC | 0.00% | Add +427.3% | 174 | $8K |
| Quadrant Capital Group LLC | 0.00% | Reduce -98.0% | 153 | $7K |
| True Wealth Design, LLC | 0.00% | Add +21.5% | 147 | $7K |
| CVA Family Office, LLC | 0.00% | Add +27.0% | 127 | $6K |
| MV Capital Management, Inc. | 0.00% | New | 120 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 112 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +29.9% | 113 | $5K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 104 | $5K |
| SJS Investment Consulting Inc. | 0.00% | Add +3.0% | 103 | $5K |
| Financial Perspectives, Inc | 0.00% | No change | 95 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 90 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +442.9% | 76 | $4K |
| Root Financial Partners, LLC | 0.00% | Add +322.2% | 76 | $4K |
| Covestor Ltd | 0.00% | Reduce -42.1% | 70 | $3K |
| Spire Wealth Management | 0.00% | Reduce -87.3% | 62 | $3K |
| MAI Capital Management | 0.00% | New | 53 | $3K |
| Blair William & Co. | 0.00% | New | 50 | $2K |
| Daytona Street Capital LLC | 0.00% | No change | 40 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -4.7% | 41 | $2K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 36 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -39.0% | 25 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 25 | $1K |
| Lodestone Wealth Management LLC | 0.00% | No change | 23 | $1K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +10.5% | 21 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +33.3% | 20 | $957 |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $832 |
| Systematic Financial Management LP | 0.00% | No change | 15 | $717 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 13 | $622 |
| Fortitude Family Office, LLC | 0.00% | New | 13 | $621 |
| Brown Brothers Harriman & Co. | 0.00% | No change | 11 | $526 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $383 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 8 | $382 |
| Westfuller Advisors, LLC | 0.00% | No change | 7 | $334 |
| Strengthening Families & Communities, LLC | 0.00% | No change | 6 | $287 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $287 |
| Zions Bancorporation, National Association | 0.00% | No change | 5 | $239 |
| Bell Investment Advisors, Inc | 0.00% | No change | 5 | $239 |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 3 | $151 |
| Red Tortoise LLC | 0.00% | No change | 3 | $143 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $143 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $143 |
| Harbour Investments, Inc. | 0.00% | No change | 3 | $143 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -92.7% | 3 | $143 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -95.5% | 2 | $96 |
| IFP Advisors, Inc | 0.00% | No change | 2 | $96 |
| SBI Securities Co., Ltd. | 0.00% | No change | 2 | $96 |
| Activest Wealth Management | 0.00% | New | 2 | $96 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $48 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -97.1% | 1 | $48 |
| Curio Wealth, LLC | 0.00% | New | 1 | $48 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -50.0% | 1 | $47 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 10 | $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.