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

Institutions by Trading Activity

Ownership Statistics

196,077,880Shares Outstanding

7,591,972Shares held by institutions

$398,502,610Value of institutional holdings

3.87%Institutional ownership %

18.81%Shares Changed QoQ

197No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

U-Haul Holding Co /NV/ (NYSE:UHAL) appears in 197 institutional 13F filings for the quarter ending December 2025.

These investors collectively held 3.8% of U-Haul Holding's outstanding shares in December 2025, up from 3.7% in September 2025.
They increased total shares held in UHAL by 18.17% quarter over quarter, and investors in U-Haul Holding decreased 1.99% from a year ago.
Of these 197 funds, 102 grew their exposure to U-Haul Holding, 61 cut back, and 34 maintained positions.
Institutional investors collectively held 7.53Mn shares in U-Haul Holding as of December 2025, up by 1.16Mn shares quarter on quarter, and down 320.0K shares year over year.
SCHARF INVESTMENTS, LLC is the top holder of U-Haul Holding as of December 31, 2025, with 322.0K shares representing 0.16% of outstanding stock.
The largest buyers of U-Haul Holding for the quarter ending December 2025 were Opal Wealth Advisors, LLC (1.06K), GAMMA Investing LLC (342), SIGNATUREFD, LLC (102), Root Financial Partners, LLC (58), Intellectus Partners, LLC (26).
The biggest sellers of U-Haul Holding for the quarter ending December 2025 included SCHARF INVESTMENTS, LLC (109.25K), Versant Capital Management, Inc (621), Spire Wealth Management (428), Sterling Capital Management LLC (133), MassMutual Private Wealth & Trust, FSB (38).
U-Haul Holding's 10 largest shareholders as of December 2025 include SCHARF INVESTMENTS, LLC (322.0K), Intellectus Partners, LLC (5.26K), Skylands Capital, LLC (2.04K), Opal Wealth Advisors, LLC (1.06K), GAMMA Investing LLC (581), NBC SECURITIES, INC. (458), High Point Wealth Management, LLC (430), SIGNATUREFD, LLC (296), ELEVATION WEALTH PARTNERS, LLC (295), Versant Capital Management, Inc (275) per Business Quant data.

197 Institutional Holders

7,591,972 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
Goldman Sachs Group Inc	31 Dec, 2025	119,572	89,790	301.49%	$6,027,626.00
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

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