U-Haul Holding UHAL Institutional Ownership

NYSE UHAL

$63.46 -0.81 (-1.27%)

As of: Sep 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

227 Institutions

Increased 128 56.4%

Unchanged 49 21.6%

Reduced 50 22.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

46.19%

▲+8.92 pp QoQ

Shares Held by Institutions

9.06Mn

of 19.61Mn outstanding

▲+37.64% QoQ

Shares Outstanding

19.61Mn

10.55Mn held outside 13F filers

Institutional Investors

227

filed 13F for Jun 2026

▲+23 vs prior quarter

Net Shares Added (QoQ)

+2.48Mn

accumulated since last quarter

Value of Holdings

$582.32Mn

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

Quarter ending 30 Jun, 2026

U-Haul Holding Co /NV/ (NYSE:UHAL) is held by 227 institutional investors per 13F filings through June 2026.

These investors held 46.2% of outstanding shares in June 2026, up from 37.3% in March 2026.
They increased total shares held in U-Haul Holding by 37.64% from the prior quarter, while the number of investors in UHAL increased 7.08% year over year.
Activity in UHAL broke down as 128 buyers, 50 sellers, and 49 unchanged among 227 total holders.
In total, institutional investors held 9.06Mn shares in U-Haul Holding as of June 2026, up by 2.48Mn shares quarter on quarter, and up 1.01Mn shares year over year.
As of June 30, 2026, the biggest holder of U-Haul Holding is DIMENSIONAL FUND ADVISORS LP at 664.39K shares, representing 3.39% of shares outstanding.
The largest buyers of U-Haul Holding for the quarter ending June 2026 were NORGES BANK (546.48K), TWO SIGMA INVESTMENTS, LP (374.65K), D. E. Shaw & Co., Inc. (197.54K), Gotham Asset Management, LLC (178.33K), Trexquant Investment LP (163.7K).
The biggest sellers of U-Haul Holding for the quarter ending June 2026 included MARSHALL WACE, LLP (106.94K), VANGUARD ASSET MANAGEMENT, Ltd (63.18K), Lighthouse Investment Partners, LLC (61.0K), Morgan Stanley (46.36K), Ethic Inc. (34.24K).
Per Business Quant data, the top 10 holders of U-Haul Holding for the quarter ending June 2026 are DIMENSIONAL FUND ADVISORS LP (664.39K), TWO SIGMA INVESTMENTS, LP (583.93K), NORGES BANK (546.48K), D. E. Shaw & Co., Inc. (489.82K), BlackRock, Inc. (478.75K), VANGUARD CAPITAL MANAGEMENT LLC (425.55K), MILLENNIUM MANAGEMENT LLC (415.46K), SCHARF INVESTMENTS, LLC (412.08K), VANGUARD PORTFOLIO MANAGEMENT LLC (360.57K), JACOBS LEVY EQUITY MANAGEMENT, INC (351.02K).

Form 13F Holdings

227 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.06Mn

Of outstanding 46.19%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	DIMENSIONAL FUND ADVISORS LP	0000354204	664,394	3.39%	▲154,297	+30.25%	$43.48Mn
2	TWO SIGMA INVESTMENTS, LP	0001179392	583,933	2.98%	▲374,649	+179.01%	$38.21Mn
3	NORGES BANK	0001374170	546,476	2.79%	▲546,476	0.00%	$35.76Mn
4	D. E. Shaw & Co., Inc.	0001009207	489,815	2.50%	▲197,537	+67.59%	$32.05Mn
5	BlackRock, Inc.	0002012383	478,754	2.44%	▲4,507	+0.95%	$31.33Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	425,551	2.17%	▲20,851	+5.15%	$27.85Mn
7	MILLENNIUM MANAGEMENT LLC	0001273087	415,461	2.12%	▲94,174	+29.31%	$27.19Mn
8	SCHARF INVESTMENTS, LLC	0001463746	412,078	2.10%	▲90,076	+27.97%	$26.97Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	360,569	1.84%	▲5,967	+1.68%	$23.60Mn
10	JACOBS LEVY EQUITY MANAGEMENT, INC	0000884414	351,018	1.79%	▲119,383	+51.54%	$22.97Mn
11	Quantinno Capital Management LP	0001759654	327,776	1.67%	▲83,479	+34.17%	$21.45Mn
12	YACKTMAN ASSET MANAGEMENT LP	0000905567	325,376	1.66%	▲7	+0.00%	$21.29Mn
13	Gotham Asset Management, LLC	0001510387	221,815	1.13%	▲178,329	+410.08%	$14.52Mn
14	State Street Corp	0000093751	206,087	1.05%	▲29,573	+16.75%	$13.49Mn
15	Trexquant Investment LP	0001633445	205,093	1.05%	▲163,698	+395.45%	$13.42Mn
16	CITADEL ADVISORS LLC	0001423053	162,159	0.83%	▲94,413	+139.36%	$10.61Mn
17	HRT FINANCIAL LP	0001475597	159,876	0.82%	▲49,234	+44.50%	$10.46K
18	ArrowMark Colorado Holdings LLC	0001483859	155,000	0.79%	▼28,800	-15.67%	$10.14Mn
19	Morgan Stanley	0000895421	133,187	0.68%	▼46,359	-25.82%	$8.72Mn
20	GEODE CAPITAL MANAGEMENT, LLC	0001214717	128,215	0.65%	▼20,766	-13.94%	$8.39Mn

Showing 1 to 20 of 227 holders