U-Haul Holding Co /NV/ (UHAL) — Institutional Holders, Q2 2026
385 institutional investment managers reported a UHAL position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UHAL in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- DIMENSIONAL FUND ADVISORSAdded · +547,647 sh+$31.9M
- D. E. ShawAdded · +459,703 sh+$26.8M
- STATE OF WISCONSIN INVESTMENT BOARDAdded · +446,304 sh+$26.0M
- Qube Research & Technologies LtdAdded · +409,675 sh+$23.9M
- TWO SIGMA INVESTMENTSAdded · +374,649 sh+$21.8M
Biggest sellers
- Southpoint Capital AdvisorsSold out · -1,500,000 sh-$87.4M
- HOTCHKIS & WILEY CAPITAL MANAGEMENTTrimmed · -700,543 sh-$40.8M
- THOMPSON SIEGEL & WALMSLEYTrimmed · -473,997 sh-$27.6M
- Artisan Partners Limited PartnershipTrimmed · -348,085 sh-$20.3M
- FMRTrimmed · -300,186 sh-$17.5M
UHAL 13F holders ranked 1–100 of 385
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | YACKTMAN ASSET MANAGEMENT#1 · 6,522,586 sh | 6,522,586 | $378.9M | 4.68% | +2.3% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 5,367,662 sh | 5,367,662 | $314.9M | 0.06% | +11.4% |
| 3 | BlackRock#3 · 5,091,287 sh | 5,091,287 | $297.5M | <0.01% | +0.1% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 4,825,618 sh | 4,825,618 | $281.7M | <0.01% | +0.3% |
| 5 | FMR#5 · 4,227,488 sh | 4,227,488 | $244.0M | 0.01% | -6.6% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT#6 · 4,129,050 sh | 4,129,050 | $241.0M | 0.01% | -1.7% |
| 7 | ABRAMS CAPITAL MANAGEMENT, L.P.#7 · 3,287,870 sh | 3,287,870 | $190.0M | 3.47% | 0.0% |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#8 · 2,470,586 sh | 2,470,586 | $142.6M | 0.42% | -22.1% |
| 9 | STATE STREET#9 · 2,153,107 sh | 2,153,107 | $125.8M | <0.01% | +3.7% |
| 10 | Smead Capital Management#10 · 2,031,260 sh | 2,031,260 | $117.2M | — | -5.4% |
| 11 | REINHART PARTNERS#11 · 1,951,075 sh | 1,951,075 | $112.6M | — | +6.4% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 1,881,942 sh | 1,881,942 | $109.6M | <0.01% | -3.0% |
| 13 | D. E. Shaw#13 · 1,762,470 sh | 1,762,470 | $105.5M | 0.05% | +35.3% |
| 14 | NORGES BANK#14 · 1,556,747 sh | 1,556,747 | $94.1M | <0.01% | — |
| 15 | SCHARF INVESTMENTS#15 · 1,233,501 sh | 1,233,501 | $74.4M | 2.46% | +1.9% |
| 16 | THOMPSON SIEGEL & WALMSLEY#16 · 934,250 sh | 934,250 | $53.9M | 0.97% | -33.7% |
| 17 | MILLENNIUM MANAGEMENT#17 · 807,290 sh | 807,290 | $49.8M | 0.02% | +1.5% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT#18 · 856,339 sh | 856,339 | $49.4M | <0.01% | +1.9% |
| 19 | STATE OF WISCONSIN INVESTMENT BOARD#19 · 755,372 sh | 755,372 | $43.6M | 0.09% | +144.4% |
| 20 | VANGUARD FIDUCIARY#20 · 689,652 sh | 689,652 | $40.3M | <0.01% | +1.2% |
| 21 | Qube Research & Technologies Ltd#21 · 671,246 sh | 671,246 | $38.7M | 0.04% | +156.6% |
| 22 | TWO SIGMA INVESTMENTS#22 · 583,933 sh | 583,933 | $38.2M | 0.03% | +179.0% |
| 23 | Artisan Partners Limited Partnership#23 · 622,578 sh | 622,578 | $35.9M | 0.06% | -35.9% |
| 24 | Wallace Capital Management#24 · 602,530 sh | 602,530 | $35.1M | 3.85% | +2.4% |
| 25 | NORTHERN#25 · 582,427 sh | 582,427 | $34.0M | <0.01% | -1.0% |
| 26 | MORGAN STANLEY#26 · 494,595 sh | 494,595 | $29.6M | <0.01% | -3.8% |
| 27 | Bruce#27 · 489,600 sh | 489,600 | $28.8M | 7.80% | -6.9% |
| 28 | HRT FINANCIAL#28 · 457,375 sh | 457,375 | $27.6M | 0.07% | +85.7% |
| 29 | Tweedy, Browne#29 · 462,827 sh | 462,827 | $26.7M | 2.02% | -0.1% |
| 30 | Quantinno Capital Management#30 · 404,293 sh | 404,293 | $25.9M | 0.03% | +30.5% |
| 31 | JACOBS LEVY EQUITY MANAGEMENT#31 · 351,018 sh | 351,018 | $23.0M | 0.08% | +51.5% |
| 32 | Toroso Investments#32 · 367,854 sh | 367,854 | $21.2M | 0.04% | -5.6% |
| 33 | GOLDMAN SACHS GROUP#33 · 312,065 sh | 312,065 | $18.8M | <0.01% | -5.9% |
| 34 | MACKENZIE FINANCIAL#34 · 322,538 sh | 322,538 | $18.6M | 0.02% | New |
| 35 | Bank of New York Mellon#35 · 317,642 sh | 317,642 | $18.5M | <0.01% | +4.7% |
| 36 | Tensile Capital Management#36 · 316,610 sh | 316,610 | $18.3M | 2.52% | -17.0% |
| 37 | CITADEL ADVISORS#37 · 288,128 sh | 288,128 | $17.9M | <0.01% | +101.7% |
| 38 | AMERICAN CENTURY COMPANIES#38 · 305,967 sh | 305,967 | $17.8M | <0.01% | +102.4% |
| 39 | BANK OF AMERICA#39 · 300,894 sh | 300,894 | $17.7M | <0.01% | +19.1% |
| 40 | Trexquant Investment#40 · 268,093 sh | 268,093 | $17.1M | 0.10% | +547.6% |
| 41 | ROYAL BANK OF CANADA#41 · 289,148 sh | 289,148 | $16.9M | <0.01% | +2.8% |
| 42 | THIRD AVENUE MANAGEMENT#42 · 283,872 sh | 283,872 | $16.4M | 2.62% | -0.2% |
| 43 | Invesco Ltd.#43 · 281,345 sh | 281,345 | $16.3M | <0.01% | +34.6% |
| 44 | LOS ANGELES CAPITAL MANAGEMENT#44 · 269,062 sh | 269,062 | $16.2M | 0.06% | New |
| 45 | DigitalBridge Group#45 · 275,961 sh | 275,961 | $15.9M | 0.95% | -20.7% |
| 46 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#46 · 248,629 sh | 248,629 | $14.8M | <0.01% | +524.0% |
| 47 | Gotham Asset Management#47 · 221,815 sh | 221,815 | $14.5M | 0.03% | +410.1% |
| 48 | UBS Group AG#48 · 230,889 sh | 230,889 | $14.1M | <0.01% | +22.0% |
| 49 | SYSTEMATIC FINANCIAL MANAGEMENT#49 · 238,632 sh | 238,632 | $13.8M | 0.27% | -2.5% |
| 50 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#50 · 220,515 sh | 220,515 | $12.8M | <0.01% | +4.5% |
| 51 | Swiss National Bank#51 · 219,100 sh | 219,100 | $12.8M | <0.01% | -2.6% |
| 52 | FULLER & THALER ASSET MANAGEMENT#52 · 218,963 sh | 218,963 | $12.6M | 0.03% | +3.9% |
| 53 | Nuveen#53 · 208,709 sh | 208,709 | $12.6M | <0.01% | +18.0% |
| 54 | Deltroit Asset Management (UK) LLP#54 · 212,271 sh | 212,271 | $12.2M | 1.76% | +151.5% |
| 55 | Bayberry Capital Partners#55 · 185,000 sh | 185,000 | $10.7M | 3.68% | -36.2% |
| 56 | NFC Investments#56 · 180,087 sh | 180,087 | $10.4M | 2.67% | +1.0% |
| 57 | ArrowMark Colorado#57 · 155,000 sh | 155,000 | $10.1M | 0.42% | -15.7% |
| 58 | Edgestream Partners, L.P.#58 · 174,884 sh | 174,884 | $10.1M | 0.30% | +930.2% |
| 59 | FIRST ADVISORS#59 · 169,585 sh | 169,585 | $9.8M | <0.01% | -1.6% |
| 60 | ENVESTNET ASSET MANAGEMENT#60 · 158,448 sh | 158,448 | $9.7M | <0.01% | -15.2% |
| 61 | Vision Capital Management#61 · 154,986 sh | 154,986 | $8.9M | — | -1.4% |
| 62 | Midwest#62 · 151,973 sh | 151,973 | $8.8M | — | -1.2% |
| 63 | Oppenheimer & Close#63 · 143,022 sh | 143,022 | $8.3M | 5.24% | +1.7% |
| 64 | Orvieto Partners, L.P.#64 · 136,362 sh | 136,362 | $8.3M | 5.38% | -2.5% |
| 65 | WELLS FARGO & COMPANY#65 · 142,192 sh | 142,192 | $8.2M | <0.01% | -12.5% |
| 66 | Kerrisdale Advisers#66 · 139,946 sh | 139,946 | $8.2M | 2.05% | 0.0% |
| 67 | CREDIT INDUSTRIEL ET COMMERCIAL#67 · 125,898 sh | 125,898 | $7.3M | 0.47% | +20.2% |
| 68 | Russell Investments Group, Ltd.#68 · 111,885 sh | 111,885 | $7.1M | <0.01% | +122.5% |
| 69 | Mraz, Amerine & Associates#69 · 120,266 sh | 120,266 | $7.0M | 1.00% | +2.6% |
| 70 | Applied Fundamental Research#70 · 119,045 sh | 119,045 | $6.9M | 8.13% | 0.0% |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#71 · 117,470 sh | 117,470 | $6.8M | <0.01% | -22.2% |
| 72 | JANE STREET GROUP#72 · 110,227 sh | 110,227 | $6.7M | <0.01% | +10.5% |
| 73 | Man Group plc#73 · 110,669 sh | 110,669 | $6.4M | 0.01% | +79.2% |
| 74 | RAYMOND JAMES FINANCIAL#74 · 110,300 sh | 110,300 | $6.4M | <0.01% | -65.8% |
| 75 | VANGUARD ASSET MANAGEMENT, Ltd#75 · 104,340 sh | 104,340 | $6.1M | <0.01% | +6.8% |
| 76 | PRICE T ROWE ASSOCIATES#76 · 104,295 sh | 104,295 | $6.1M | <0.01% | +9.0% |
| 77 | HARBOR CAPITAL ADVISORS#77 · 104,646 sh | 104,646 | $6.0M | — | -12.9% |
| 78 | Capula Management Ltd#78 · 101,811 sh | 101,811 | $5.9M | 0.02% | New |
| 79 | RHUMBLINE ADVISERS#79 · 95,963 sh | 95,963 | $5.6M | <0.01% | -9.9% |
| 80 | FRANKLIN RESOURCES#80 · 96,856 sh | 96,856 | $5.6M | <0.01% | New |
| 81 | AQR CAPITAL MANAGEMENT#81 · 86,905 sh | 86,905 | $5.3M | <0.01% | -4.9% |
| 82 | Diversified Investment Strategies#82 · 91,365 sh | 91,365 | $5.3M | 3.45% | 0.0% |
| 83 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#83 · 90,957 sh | 90,957 | $5.3M | <0.01% | -3.0% |
| 84 | Legal & General Group Plc#84 · 87,745 sh | 87,745 | $5.1M | <0.01% | +4.9% |
| 85 | Universal- Beteiligungs- und Servicegesellschaft mbH#85 · 87,884 sh | 87,884 | $5.1M | <0.01% | -3.8% |
| 86 | Point72 Asset Management, L.P.#86 · 77,151 sh | 77,151 | $5.0M | <0.01% | -14.5% |
| 87 | BCGM Wealth Management#87 · 85,754 sh | 85,754 | $4.9M | 1.05% | +6.3% |
| 88 | OCCUDO QUANTITATIVE STRATEGIES#88 · 78,312 sh | 78,312 | $4.9M | 0.26% | +21.2% |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND#89 · 83,219 sh | 83,219 | $4.9M | <0.01% | -2.8% |
| 90 | KNIGHTSBRIDGE ASSET MANAGEMENT#90 · 106,089 sh | 106,089 | $4.9M | 0.69% | +90.5% |
| 91 | BNP PARIBAS FINANCIAL MARKETS#91 · 78,487 sh | 78,487 | $4.9M | <0.01% | +529.1% |
| 92 | Schonfeld Strategic Advisors#92 · 78,740 sh | 78,740 | $4.8M | 0.02% | +30.1% |
| 93 | ALGERT GLOBAL#93 · 68,460 sh | 68,460 | $4.4M | 0.05% | New |
| 94 | GAMCO INVESTORS, ET AL#94 · 74,003 sh | 74,003 | $4.3M | 0.04% | -0.1% |
| 95 | BARCLAYS PLC#95 · 69,225 sh | 69,225 | $4.3M | <0.01% | +48.6% |
| 96 | JPMORGAN CHASE#96 · 64,894 sh | 64,894 | $4.3M | <0.01% | -18.5% |
| 97 | XTX Topco Ltd#97 · 66,754 sh | 66,754 | $4.1M | 0.05% | +24.2% |
| 98 | Squarepoint Ops#98 · 65,889 sh | 65,889 | $4.0M | <0.01% | +86.8% |
| 99 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS#99 · 67,538 sh | 67,538 | $3.9M | 0.07% | +13.4% |
| 100 | STOREBRAND ASSET MANAGEMENT AS#100 · 62,511 sh | 62,511 | $3.6M | <0.01% | -12.8% |
Funds that sold out of UHAL in Q2 2026 (30)
Held UHAL at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Southpoint Capital Advisors1,500,000 sh | 1,500,000 | $68.1M |
| Ruffer LLP299,133 sh | 299,133 | $13.4M |
| Harspring Capital Management145,000 sh | 145,000 | $6.5M |
| Old West Investment Management79,320 sh | 79,320 | $3.8M |
| Estuary Capital Management64,800 sh | 64,800 | $2.9M |
| TWINBEECH CAPITAL28,254 sh | 28,254 | $1.3M |
| HSBC PLC24,874 sh | 24,874 | $1.1M |
| MIRABELLA FINANCIAL SERVICES LLP22,918 sh | 22,918 | $1.1M |
| FOX RUN MANAGEMENT, L.L.C.16,772 sh | 16,772 | $725.7K |
| INCEPTIONR14,840 sh | 14,840 | $709.1K |
| MAVERICK CAPITAL LTD13,621 sh | 13,621 | $650.8K |
| Entropy Technologies9,120 sh | 9,120 | $407.4K |
| Verition Fund Management6,222 sh | 6,222 | $297.3K |
| FLOW TRADERS U.S.5,913 sh | 5,913 | $283.0K |
| Amundi5,915 sh | 5,915 | $264.2K |
| Dynamic Technology Lab Private Ltd5,530 sh | 5,530 | $264.2K |
| RENAISSANCE TECHNOLOGIES4,600 sh | 4,600 | $219.8K |
| LECAP ASSET MANAGEMENT LTD4,772 sh | 4,772 | $213.2K |
| Holocene Advisors4,647 sh | 4,647 | $207.6K |
| QUADRANT CAPITAL GROUP3,924 sh | 3,924 | $186.1K |
| Aster Capital Management (DIFC) Ltd1,784 sh | 1,784 | $105.6K |
| Opal Wealth Advisors1,058 sh | 1,058 | $50.6K |
| Root Financial Partners564 sh | 564 | $25.4K |
| Destiny Wealth Partners345 sh | 345 | $15.4K |
| MAI Capital Management217 sh | 217 | $9.9K |
| UMB Bank, n.a.150 sh | 150 | $6.8K |
| Caitong International Asset Management , Ltd8 sh | 8 | $382.00 |
| CURIO WEALTH4 sh | 4 | $182.00 |
| Vermillion Wealth Management4 sh | 4 | $179.00 |
| Advisory Services Network3 sh | 3 | $134.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.