U-Haul Holding UHAL Institutional Ownership

NYSE UHAL
$57.40 +1.48 (+2.65%)
As of: Oct 15, 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
4.62%
▼-32.62 pp QoQ
Shares Held by Institutions
9.06Mn
of 195.87Mn outstanding
▲+24.02% QoQ
Shares Outstanding
195.87Mn
186.81Mn held outside 13F filers
Institutional Investors
227
filed 13F for Jun 2026
▲+24 vs prior quarter
Net Shares Added (QoQ)
+1.75Mn
accumulated since last quarter
Value of Holdings
$506.52Mn
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

U-Haul Holding Co (NYSE:UHAL) was reported as a holding by 227 institutional investors in 13F filings for the quarter ended June 30, 2026.

Form 13F Holdings

227 Institutional Holders

Report period 30 Jun, 2026
Total shares held 9.06Mn
Of outstanding 4.62%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 DIMENSIONAL FUND ADVISORS LP 0000354204 664,394 0.34% ▲154,297 +30.25% $43.48Mn
2 TWO SIGMA INVESTMENTS, LP 0001179392 583,933 0.30% ▲374,649 +179.01% $38.21Mn
3 NORGES BANK 0001374170 546,476 0.28% ▲546,476 0.00% $35.76Mn
4 D. E. Shaw & Co., Inc. 0001009207 489,815 0.25% ▲197,537 +67.59% $32.05Mn
5 BlackRock, Inc. 0002012383 478,754 0.24% ▲4,507 +0.95% $31.33Mn
6 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 425,551 0.22% ▲20,851 +5.15% $27.85Mn
7 MILLENNIUM MANAGEMENT LLC 0001273087 415,461 0.21% ▲94,174 +29.31% $27.19Mn
8 SCHARF INVESTMENTS, LLC 0001463746 412,078 0.21% ▲90,076 +27.97% $26.97Mn
9 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 360,569 0.18% ▲5,967 +1.68% $23.60Mn
10 JACOBS LEVY EQUITY MANAGEMENT, INC 0000884414 351,018 0.18% ▲119,383 +51.54% $22.97Mn
11 Quantinno Capital Management LP 0001759654 327,776 0.17% ▲83,479 +34.17% $21.45Mn
12 YACKTMAN ASSET MANAGEMENT LP 0000905567 325,376 0.17% ▲7 +0.00% $21.29Mn
13 Gotham Asset Management, LLC 0001510387 221,815 0.11% ▲178,329 +410.08% $14.52Mn
14 State Street Corp 0000093751 206,087 0.11% ▲29,573 +16.75% $13.49Mn
15 Trexquant Investment LP 0001633445 205,093 0.10% ▲163,698 +395.45% $13.42Mn
16 CITADEL ADVISORS LLC 0001423053 162,159 0.08% ▲94,413 +139.36% $10.61Mn
17 HRT FINANCIAL LP 0001475597 159,876 0.08% ▲49,234 +44.50% $10.46K
18 ArrowMark Colorado Holdings LLC 0001483859 155,000 0.08% ▼28,800 -15.67% $10.14Mn
19 Morgan Stanley 0000895421 133,187 0.07% ▼46,359 -25.82% $8.72Mn
20 GEODE CAPITAL MANAGEMENT, LLC 0001214717 128,215 0.07% ▼20,766 -13.94% $8.39Mn