U-Haul HoldingUHAL

13F holders, Q2 2026 (June 30)
226holders +23
45new positions
24sold out
10famous investors
$65.45avg. 13F price*

At the end of Q2 2026, 226 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, up 23 from Q1 2026. 45 opened new positions and 24 sold out. The largest holders were Dimensional Fund Advisors LP ($43.5M), Two Sigma Investments, LP ($38.2M) and Norges Bank ($35.8M). 10 famous investors held it, including Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio), David Abrams (0.0% of Abrams Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions45$21.1M
Exits24$34.3M

All 13F filers, Q1 2026 → Q2 2026: 2,430,385 shares bought and 1,221,298 shares sold, net +1,209,087 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 226 holders

Dimensional Fund Advisors LP 0.01% Add +30.3% 664,394 $43.5M
Two Sigma Investments, LP 0.03% Add +179.0% 583,933 $38.2M
Norges Bank 0.00% — 546,476 $35.8M
D. E. Shaw & Co. 0.02% Add +67.6% 489,815 $32.1M
BlackRock, Inc. 0.00% Add +0.9% 478,754 $31.3M
Vanguard Capital Management LLC 0.00% Add +5.2% 425,551 $27.8M
Millennium Management 0.02% Add +29.3% 415,461 $27.2M
Scharf Investments, LLC 0.89% Add +28.0% 412,078 $27.0M
Vanguard Portfolio Management LLC 0.00% Add +1.7% 360,569 $23.6M
Jacobs Levy Equity Management, Inc. 0.08% Add +51.5% 351,018 $23.0M
Quantinno Capital Management LP 0.03% Add +34.2% 327,776 $21.4M
Yacktman Asset Management 0.26% Add +0.0% 325,376 $21.3M
Gotham Asset Management 0.03% Add +410.1% 221,815 $14.5M
State Street Corp. 0.00% Add +16.8% 206,087 $13.5M
Trexquant Investment LP 0.08% Add +395.4% 205,093 $13.4M
Citadel Advisors 0.01% Add +139.4% 162,159 $10.6M
HRT Financial LP 0.02% Add +44.5% 159,876 $10.5M
ArrowMark Colorado Holdings LLC 0.42% Reduce -15.7% 155,000 $10.1M
Morgan Stanley 0.00% Reduce -25.8% 133,187 $8.7M
Geode Capital Management, LLC 0.00% Reduce -13.9% 128,215 $8.4M
Goldman Sachs Group Inc. 0.00% Add +95.6% 103,053 $6.7M
UBS Group AG 0.00% Reduce -12.1% 99,905 $6.5M
Russell Investments Group, Ltd. 0.00% Add +152.0% 84,524 $5.5M
Los Angeles Capital Management LLC 0.02% New 81,234 $5.3M
Point72 Asset Management 0.01% Add +179.3% 77,151 $5.0M
Envestnet Asset Management Inc. 0.00% Reduce -21.7% 73,120 $4.8M
Bruce & Co., Inc. 1.29% Reduce -1.8% 72,600 $4.8M
Nuveen, LLC 0.00% Add +204.9% 68,528 $4.5M
Arrowstreet Capital, Limited Partnership 0.00% New 61,243 $4.0M
Vanguard Fiduciary Trust Co. 0.00% Reduce -0.9% 59,205 $3.9M
Algert Global LLC 0.04% New 53,160 $3.5M
Occudo Quantitative Strategies LP 0.18% Add +53.7% 52,994 $3.5M
Orvieto Partners, L.P. 2.55% Reduce -35.1% 51,418 $3.4M
Bank of America Corp. 0.00% Reduce -9.5% 46,529 $3.0M
Northern Trust Corp. 0.00% Add +1.5% 46,200 $3.0M
Wallace Capital Management Inc. 0.32% Reduce -3.2% 45,170 $3.0M
BNP Paribas Financial Markets 0.00% Add +711.3% 43,590 $2.9M
Barclays PLC 0.00% Add +372.0% 42,938 $2.8M
AQR Capital Management 0.00% Reduce -11.1% 42,298 $2.8M
Ieq Capital, LLC 0.01% Add +193.1% 40,206 $2.6M
Balyasny Asset Management L.P. 0.00% New 38,963 $2.5M
Jane Street Group, LLC 0.00% Add +23.6% 38,038 $2.5M
Schonfeld Strategic Advisors LLC 0.01% Reduce -19.9% 36,933 $2.4M
Abrams Capital Management 0.04% No change 36,401 $2.4M
XTX Topco Ltd 0.03% Add +98.6% 35,017 $2.3M
Royal Bank of Canada 0.00% Reduce -7.8% 31,580 $2.1M
Tudor Investment Corporation 0.01% Add +55.5% 31,095 $2.0M
Marshall Wace, LLP 0.00% Reduce -77.8% 30,612 $2.0M
Worldquant Millennium Advisors LLC 0.01% Add +419.5% 29,564 $1.9M
Lighthouse Investment Partners, LLC 0.06% Reduce -68.9% 27,542 $1.8M
Creative Planning 0.00% Add +25.6% 25,707 $1.7M
Summit Trail Advisors, LLC 0.02% Reduce -17.5% 24,674 $1.6M
Sei Investments Co. 0.00% Reduce -9.8% 24,278 $1.6M
Bank of New York Mellon Corp 0.00% Add +17.7% 24,249 $1.6M
Citigroup Inc. 0.00% Reduce -6.1% 24,227 $1.6M
VARCOV Co. 0.55% Reduce -25.8% 22,195 $1.5M
Squarepoint Ops LLC 0.00% Add +50.4% 21,315 $1.4M
Virtu Financial LLC 0.04% Reduce -49.0% 19,398 $1.3M
American Century Companies Inc. 0.00% Add +152.1% 19,286 $1.3M
JPMorgan Chase & Co. 0.00% Add +35.3% 16,723 $1.1M
California State Teachers Retirement System 0.00% Add +33.5% 16,673 $1.1M
Voya Investment Management LLC 0.00% Reduce -0.3% 15,949 $1.0M
Corient Private Wealth LP 0.00% Add +30.4% 15,718 $1.0M
Swiss National Bank 0.00% No change 15,500 $1.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -80.8% 15,055 $985K
McDonald Partners LLC 0.23% Reduce -1.0% 14,275 $934K
Osaic Holdings, Inc. 0.00% Add +24.1% 13,482 $882K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +28.2% 13,036 $853K
Kerrisdale Advisers, LLC 0.21% No change 12,714 $832K
Private Capital Management, LLC 0.07% Reduce -4.6% 12,590 $824K
Caxton Associates LLP 0.01% Add +15.9% 12,033 $787K
New York State Common Retirement Fund 0.00% No change 11,366 $744K
Focus Partners Wealth 0.00% Add +73.5% 11,247 $736K
FMR LLC 0.00% Add +134.6% 11,200 $733K
Engineers Gate Manager LP 0.01% Add +28.9% 11,072 $725K
Ameriprise Financial Inc. 0.00% Reduce -10.0% 10,981 $719K
Clearbridge Investments, LLC 0.00% No change 10,000 $654K
Axq Capital, LP 0.07% Add +34.5% 9,978 $653K
Inspire Investing, LLC 0.03% New 9,409 $616K
Blueshift Asset Management, LLC 0.14% Reduce -5.0% 9,205 $602K
LPL Financial LLC 0.00% Add +2.7% 8,947 $586K
Gsa Capital Partners LLP 0.03% New 8,167 $534K
Diversified Investment Strategies, LLC 0.34% No change 8,036 $526K
Man Group plc 0.00% New 7,838 $513K
T. Rowe Price Associates Inc. 0.00% Add +15.5% 7,494 $491K
Mgo One Seven LLC 0.01% Reduce -12.4% 7,429 $486K
Carnegie Lake Advisors LLC 0.18% Reduce -1.7% 7,420 $486K
GAMCO Investors 0.00% No change 7,340 $480K
Rhumbline Advisers 0.00% Reduce -2.5% 7,235 $473K
Mercer Global Advisors Inc. 0.00% Reduce -14.5% 6,668 $436K
State Board of Administration of Florida Retirement System 0.00% Reduce -12.8% 6,605 $432K
Ethic Inc. 0.01% Reduce -84.8% 6,136 $402K
Oppenheimer & Close, LLC 0.25% No change 5,990 $392K
Knightsbridge Asset Management, LLC 0.05% Reduce -1.7% 5,824 $381K
Public Employees Retirement System of Ohio 0.00% Reduce -0.5% 5,680 $372K
Intellectus Partners, LLC 0.06% No change 5,263 $344K
Legal & General Group Plc 0.00% Add +33.5% 5,230 $342K
Ingalls & Snyder LLC 0.01% Reduce -0.2% 4,954 $324K
HighTower Advisors, LLC 0.00% Reduce -31.0% 4,890 $320K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 4,664 $305K
Invesco Ltd. 0.00% Reduce -21.6% 4,639 $304K
Raymond James Financial Inc. 0.00% Reduce -10.3% 4,406 $288K
Jupiter Topco LLC 0.00% — 4,400 $288K
Jain Global LLC 0.00% New 4,214 $276K
Mraz, Amerine & Associates, Inc. 0.04% New 4,085 $267K
Net Worth Advisory Group 0.07% Reduce -6.2% 4,066 $266K
Marex Group Ltd 0.00% New 4,054 $265K
Graham Capital Management, L.P. 0.01% New 4,031 $264K
Frec Markets, Inc. 0.02% New 3,935 $258K
Chicago Partners Investment Group LLC 0.01% New 3,479 $250K
HUB Investment Partners, LLC 0.00% New 3,783 $248K
Optas, LLC 0.03% New 3,722 $244K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,613 $236K
Quadcap Wealth Management, LLC 0.02% New 3,584 $235K
Baker Ellis Asset Management LLC 0.02% New 3,460 $226K
Vanguard Global Advisers, LLC 0.00% Add +150.5% 3,460 $226K
Wealth Enhancement Advisory Services, LLC 0.00% New 3,315 $223K
Mariner, LLC 0.00% New 3,305 $216K
Treasurer of the State of North Carolina 0.00% New 3,299 $216K
Cerity Partners LLC 0.00% New 3,282 $215K
Wells Fargo & Company 0.00% Reduce -6.2% 3,011 $197K
Jones Financial Companies LLLP 0.00% Add +105.8% 2,741 $184K
State of Wyoming 0.02% Reduce -65.2% 2,733 $179K
Skylands Capital, LLC 0.02% No change 2,045 $134K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 1,978 $129K
CANADA LIFE ASSURANCE Co 0.00% No change 1,927 $126K
KLP Kapitalforvaltning As 0.00% No change 1,700 $111K
Parallel Advisors, LLC 0.00% Add +102.7% 1,668 $109K
Daiwa Securities Group Inc. 0.00% New 1,548 $101K
Picton Mahoney Asset Management 0.00% Add +4.1% 1,542 $101K
Acadian Asset Management LLC 0.00% New 1,438 $94K
Arax Advisory Partners 0.00% Add +316.8% 1,392 $91K
Institute for Wealth Management, LLC. 0.01% New 1,368 $90K
Nykredit A/S 0.00% — 1,292 $85K
Federation des caisses Desjardins du Quebec 0.00% Add +113.2% 1,166 $76K
Allworth Financial LP 0.00% Add +12.5% 1,095 $72K
Colonial Trust Co / SC 0.01% No change 1,040 $68K
Bank of Montreal 0.00% Add +19.0% 978 $64K
US Bancorp \de 0.00% Add +24.4% 857 $56K
CX Institutional 0.00% New 863 $56K
Nisa Investment Advisors, LLC 0.00% No change 728 $48K
GAMMA Investing LLC 0.00% Add +23.8% 719 $47K
Farther Finance Advisors, LLC 0.00% Add +526.5% 708 $47K
Fifth Third Bancorp 0.00% Add +42.6% 532 $35K
Lanark Financial, Inc. 0.00% No change 458 $30K
National Bank of Canada 0.00% Reduce -36.5% 447 $29K
High Point Wealth Management, LLC 0.02% No change 430 $28K
Northwestern Mutual Wealth Management Co. 0.00% No change 425 $28K
Versant Capital Management, Inc 0.00% Add +39.3% 383 $25K
PNC Financial Services Group, Inc. 0.00% Reduce -7.7% 348 $23K
Global Retirement Partners, LLC 0.00% — 339 $22K
Larson Financial Group LLC 0.00% Add +85.6% 323 $21K
Signaturefd, LLC 0.00% Add +6.4% 315 $21K
Deutsche Bank AG 0.00% Add +13.7% 308 $20K
Elevation Wealth Partners, LLC 0.01% No change 295 $19K
Rothschild Investment LLC 0.00% Add +25.2% 288 $19K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.6% 276 $18K
Storebrand Asset Management As 0.00% No change 261 $17K
Financial Consulate, Inc. 0.00% No change 258 $17K
Sterling Capital Management LLC 0.00% Add +23.1% 224 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -43.0% 221 $14K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 210 $14K
True Wealth Design, LLC 0.00% Add +31.3% 193 $13K
Blair William & Co. 0.00% Add +262.0% 181 $12K
STRS Ohio 0.00% Reduce -11.4% 163 $11K
MV Capital Management, Inc. 0.00% Add +18.3% 142 $9K
SJS Investment Consulting Inc. 0.00% Add +36.9% 141 $9K
MetLife Investment Management, LLC 0.00% Reduce -45.1% 141 $9K
CVA Family Office, LLC 0.00% Add +2.4% 130 $9K
Pinnacle Bancorp, Inc. 0.00% No change 112 $7K
Cedar Mountain Advisors, LLC 0.00% No change 104 $7K
Franklin Resources Inc. 0.00% New 99 $6K
Financial Perspectives, Inc 0.00% No change 95 $6K
CoreCap Advisors, LLC 0.00% No change 90 $6K
Transamerica Financial Advisors, LLC 0.00% Add +14.5% 87 $6K
Covestor Ltd 0.00% Add +14.3% 80 $5K
Plato Investment Management Ltd 0.00% New 72 $5K
Bellevue Asset Management, LLC 0.00% New 61 $4K
Smartleaf Asset Management LLC 0.00% No change 41 $3K
Daytona Street Capital LLC 0.00% No change 40 $3K
Private Wealth Asset Management, LLC 0.00% No change 36 $2K
AdvisorNet Financial, Inc 0.00% No change 25 $2K
Crewe Advisors LLC 0.00% No change 25 $2K
JFS Wealth Advisors, LLC 0.00% Add +69.2% 22 $1K
Fortitude Family Office, LLC 0.00% Add +61.5% 21 $1K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 21 $1K
Parkside Financial Bank & Trust 0.00% No change 20 $1K
Quent Capital, LLC 0.00% Add +0.0% 19 $1K
Rockefeller Capital Management L.P. 0.00% Reduce -98.9% 19 $1K
Spire Wealth Management 0.00% Reduce -72.6% 17 $1K
Golden State Wealth Management, LLC 0.00% No change 17 $1K
Systematic Financial Management LP 0.00% No change 15 $982
Fiduciary Financial Advisors 0.00% New 16 $981
Clearstead Advisors, LLC 0.00% New 12 $786
Silver Grove Financial Group, Inc. 0.00% New 12 $785
Simplex Trading, LLC 0.00% New 11 $719
HFM Investment Advisors, LLC 0.00% Add +166.7% 8 $524
Prestige Wealth Management Group LLC 0.00% No change 8 $524
Keating Financial Advisory Services, Inc. 0.00% New 8 $524
Optiver Holding B.V. 0.00% New 8 $524
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 7 $459
LifeSteps Financial, Inc. 0.00% New 7 $458
Westfuller Advisors, LLC 0.00% No change 7 $458
Creative Capital Management Investments LLC 0.00% New 7 $458
Investors Portfolio Services LLC 0.00% New 6 $393
Clearstead Trust, LLC 0.00% New 6 $393
Strengthening Families & Communities, LLC 0.00% No change 6 $393
Bell Investment Advisors, Inc 0.00% No change 5 $328
Zions Bancorporation, National Association 0.00% No change 5 $327
Kennebec Savings Bank 0.00% No change 3 $196
Harbour Investments, Inc. 0.00% No change 3 $196
MassMutual Private Wealth & Trust, FSB 0.00% No change 3 $196
O'shaughnessy Asset Management, LLC 0.00% Add +50.0% 3 $196
Bartlett & Co. Wealth Management LLC 0.00% No change 3 $196
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 2 $131
SBI Securities Co., Ltd. 0.00% No change 2 $131
Activest Wealth Management 0.00% No change 2 $131
Lodestone Wealth Management LLC 0.00% Reduce -91.3% 2 $131
Rialto Wealth Management, LLC 0.00% New 2 $131
DecisionPoint Financial, LLC 0.00% New 1 $67
Sachetta, LLC 0.00% New 1 $66
Private Wealth Management Group, LLC 0.00% No change 1 $66
IFP Advisors, Inc 0.00% Reduce -50.0% 1 $65
LRI Investments, LLC 0.00% New 1 $65
Ogorek Anthony Joseph /NY/ 0.00% No change 10 $0
Navigoe, LLC 0.00% New 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.