U-Haul HoldingUHAL

13F holders, Q1 2026 (March 31)
203holders +1
32new positions
25sold out
12famous investors
$47.77avg. 13F price*

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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions32$22.8M
Exits25$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.