U-Haul Holding UHAL-B Institutional Ownership

NYSE UHAL-B

$52.19 -0.40 (-0.75%)

As of: Nov 3, 2026 · 3:59 PM EST

Institutions by Trading Activity

333 Institutions

Increased 174 52.3%

Unchanged 52 15.6%

Reduced 107 32.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

32.32%

▲+0.33 pp QoQ

Shares Held by Institutions

63.31Mn

of 195.87Mn outstanding

▲+1.04% QoQ

Shares Outstanding

195.87Mn

132.56Mn held outside 13F filers

Institutional Investors

333

filed 13F for Jun 2026

▲+38 vs prior quarter

Net Shares Added (QoQ)

+653.17K

accumulated since last quarter

Value of Holdings

$3.33Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 21, 2026

U-Haul Holding Co (NYSE:UHAL-B) counted 333 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 32.32% of outstanding shares in Q2 2026, up from 31.99% in Q1 2026.
Total shares held in U-Haul Holding rose 1.04% versus Q1 2026, while the number of holders rose 4.06% versus Q2 2025.
Of the 333 holders of UHAL-B in Q2 2026, 174 added to their positions, 107 reduced their stakes and 52 left their positions unchanged.
In total, institutional investors held 63.31Mn shares of U-Haul Holding at the end of Q2 2026, up 653.17K from the prior quarter and down 57.77K from a year earlier.
Yacktman Asset Management LP held the largest position in UHAL-B at 6.2Mn shares as of June 30, 2026, or 3.16% of shares outstanding.
The largest position increases in UHAL-B for Q2 2026 were by State of Wisconsin Investment Board (+446.3K shares), Qube Research & Technologies Ltd (+409.68K shares), Dimensional Fund Advisors LP (+393.35K shares), D. E. Shaw & Co., Inc. (+262.17K shares) and Los Angeles Capital Management LLC (+187.8K shares).
Among holders that kept a stake in U-Haul Holding, the biggest sellers in Q2 2026 were Hotchkis & Wiley Capital Management LLC (-700.54K shares), Thompson Siegel & Walmsley LLC (-474K shares), Artisan Partners Limited Partnership (-348.08K shares), FMR LLC (-306.61K shares) and Raymond James Financial Inc (-212.03K shares).
U-Haul Holding's 10 largest institutional shareholders as of Q2 2026 were Yacktman Asset Management LP (6.2Mn shares), Dimensional Fund Advisors LP (4.7Mn shares), BlackRock, Inc. (4.61Mn shares), Vanguard Capital Management LLC (4.4Mn shares), FMR LLC (4.22Mn shares), Vanguard Portfolio Management LLC (3.77Mn shares), Abrams Capital Management, L.P. (3.25Mn shares), Hotchkis & Wiley Capital Management LLC (2.47Mn shares), Smead Capital Management, Inc. (2.03Mn shares) and Reinhart Partners, LLC (1.95Mn shares), per Business Quant data.

Form 13F Holdings

333 Institutional Holders

Report period 30 Jun, 2026

Total shares held 63.31Mn

Of outstanding 32.32%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	YACKTMAN ASSET MANAGEMENT LP	0000905567	6,197,210	3.16%	▲148,879	+2.46%	$357.58Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	4,703,268	2.40%	▲393,350	+9.13%	$271.40Mn
3	BlackRock, Inc.	0002012383	4,612,533	2.35%	▲1,684	+0.04%	$266.14Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	4,400,067	2.25%	▼5,987	-0.14%	$253.88Mn
5	FMR LLC	0000315066	4,216,288	2.15%	▼306,611	-6.78%	$243.28Mn
6	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,768,481	1.92%	▼75,680	-1.97%	$217.44Mn
7	ABRAMS CAPITAL MANAGEMENT, L.P.	0001358706	3,251,469	1.66%	0	0.00%	$187.61Mn
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	2,470,586	1.26%	▼700,543	-22.09%	$142.55Mn
9	Smead Capital Management, Inc.	0001427008	2,031,260	1.04%	▼115,165	-5.37%	$117.20Mn
10	REINHART PARTNERS, LLC.	0001080298	1,951,075	1.00%	▲118,057	+6.44%	$112.58Mn
11	State Street Corp	0000093751	1,947,020	0.99%	▲47,887	+2.52%	$112.34Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,753,727	0.90%	▼38,282	-2.14%	$101.22Mn
13	D. E. Shaw & Co., Inc.	0001009207	1,272,655	0.65%	▲262,166	+25.94%	$73.43Mn
14	NORGES BANK	0001374170	1,010,271	0.52%	▲1,010,271	0.00%	$58.29Mn
15	THOMPSON SIEGEL & WALMSLEY LLC	0001008322	934,250	0.48%	▼473,997	-33.66%	$53.91K
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	856,339	0.44%	▲16,145	+1.92%	$49.41Mn
17	SCHARF INVESTMENTS, LLC	0001463746	821,423	0.42%	▼67,518	-7.60%	$47.40Mn
18	STATE OF WISCONSIN INVESTMENT BOARD	0000854157	755,372	0.39%	▲446,304	+144.40%	$43.58Mn
19	Qube Research & Technologies Ltd	0001729829	671,246	0.34%	▲409,675	+156.62%	$38.73Mn
20	VANGUARD FIDUCIARY TRUST CO	0000933478	630,447	0.32%	▲8,419	+1.35%	$36.38Mn

Showing 1 to 20 of 333 holders