U-Haul Holding Co /NV/ (UHAL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

273,663,830Shares Outstanding

785,540Shares held by institutions

$39,473,385Value of institutional holdings

2.71%Institutional ownership %

19.72%Shares Changed QoQ

192No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, U-Haul Holding Co /NV/ (NYSE:UHAL) is held by 192 institutional firms.

The collective stake of institutional investors in U-Haul Holding moved to 2.7% in December 2025, a shift down from the 3.3% reported for September 2025.
Quarterly data indicates a 19.72% shift in institutional share volume, and the annual owner count reflects a decrease of 4.48%.
A review of institutional activity for U-Haul Holding shows 99 of 192 filers increasing their positions, while 57 reduced their stake, and 36 remained unchanged.
This class of investors increased its holdings in U-Haul Holding to 7.41Mn shares for the 13F-cycle ending December 2025, up by 1.22Mn shares quarter on quarter, and down 275.46K shares year over year.
With 867.15K shares, VANGUARD GROUP INC commands the largest institutional position in U-Haul Holding as of December 31, 2025, equating to 0.32% of the company.
Among the most significant buyers of U-Haul Holding during December 2025 were NORGES BANK (546.48K), Quantinno Capital Management LP (178.62K), Orvieto Partners, L.P. (119.00K), Deltroit Asset Management (UK) LLP (102.79K), D. E. Shaw & Co., Inc. (90.58K).
Leading sellers of U-Haul Holding stock in December 2025 included MILLENNIUM MANAGEMENT LLC (210.68K), SCHARF INVESTMENTS, LLC (116.86K), CITADEL ADVISORS LLC (90.87K), TUDOR INVESTMENT CORP ET AL (38.79K), ENVESTNET ASSET MANAGEMENT INC (30.20K).
The top 10 institutional holders of U-Haul Holding for the quarter ending December 2025 included VANGUARD GROUP INC (867.15K), Southpoint Capital Advisors LP (600.00K), NORGES BANK (546.48K), BlackRock, Inc. (507.27K), SCHARF INVESTMENTS, LLC (431.25K), DIMENSIONAL FUND ADVISORS LP (411.61K), YACKTMAN ASSET MANAGEMENT LP (327.28K), Quantinno Capital Management LP (291.70K), ArrowMark Colorado Holdings LLC (217.80K), D. E. Shaw & Co., Inc. (193.72K).

192 Institutional Holders

785,540 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	867,149	16,560	1.95%	$43,712,982.00
Southpoint Capital Advisors LP	31 Dec, 2025	600,000	0	0.00%	$30,246,000.00
NORGES BANK	31 Dec, 2025	546,476	546,476	0.00%	$27,547,855.00
BlackRock, Inc.	31 Dec, 2025	507,267	60,176	13.46%	$25,571,329.00
SCHARF INVESTMENTS, LLC	31 Dec, 2025	431,250	-116,865	-21.32%	$21,739,898.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	411,614	30,505	8.00%	$20,749,991.00
YACKTMAN ASSET MANAGEMENT LP	31 Dec, 2025	327,276	-3,498	-1.06%	$16,497,983.00
Quantinno Capital Management LP	31 Dec, 2025	291,700	178,625	157.97%	$14,704,603.00
ArrowMark Colorado Holdings LLC	31 Dec, 2025	217,800	60,000	38.02%	$10,979,298.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	193,724	90,578	87.82%	$9,765,627.00
MORGAN STANLEY	31 Dec, 2025	191,484	42,620	28.63%	$9,652,776.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	174,400	-15,300	-8.07%	$8,791,504.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	170,771	-3,349	-1.92%	$8,608,566.00
Old West Investment Management, LLC	31 Dec, 2025	153,350	564	0.37%	$7,730,373.00
STATE STREET CORP	31 Dec, 2025	140,560	34,719	32.80%	$7,085,630.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	127,950	-6,906	-5.12%	$6,448,773.00
Orvieto Partners, L.P.	31 Dec, 2025	127,000	119,000	1,487.50%	$6,402,070.00
Deltroit Asset Management (UK) LLP	31 Dec, 2025	102,793	102,793	0.00%	$5,181,795.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	90,570	-30,200	-25.01%	$4,565,611.00
HRT FINANCIAL LP	31 Dec, 2025	76,173	-14,893	-16.35%	$3,839.00

1 - 20 of 192

Research Tools