Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in UHAL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 664K | $43.5M | +30.3% | 0.340% | 0.01% |
| 2 | TWO SIGMA INVESTMENTS, LP | 584K | $38.2M | +179.0% | 0.299% | 0.03% |
| 3 | NORGES BANK | 546K | $35.8M | — | 0.280% | 0.00% |
| 4 | D. E. Shaw & Co., Inc. | 490K | $32.1M | +67.6% | 0.251% | 0.02% |
| 5 | BlackRock, Inc. | 479K | $31.3M | +0.9% | 0.245% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 426K | $27.8M | +5.1% | 0.218% | 0.00% |
| 7 | MILLENNIUM MANAGEMENT LLC | 415K | $27.2M | +29.3% | 0.213% | 0.01% |
| 8 | SCHARF INVESTMENTS, LLC | 412K | $27.0M | +28.0% | 0.211% | 0.89% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 361K | $23.6M | +1.7% | 0.184% | 0.00% |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 351K | $23.0M | +51.5% | 0.180% | 0.08% |
| 11 | Quantinno Capital Management LP | 328K | $21.4M | +34.2% | 0.168% | 0.03% |
| 12 | YACKTMAN ASSET MANAGEMENT LP | 325K | $21.3M | 0.0% | 0.166% | 0.26% |
| 13 | Gotham Asset Management, LLC | 222K | $14.5M | +410.1% | 0.113% | 0.03% |
| 14 | STATE STREET CORP | 206K | $13.5M | +16.8% | 0.105% | 0.00% |
| 15 | Trexquant Investment LP | 205K | $13.4M | +395.4% | 0.105% | 0.08% |
| 16 | CITADEL ADVISORS LLC | 180K | $11.8M | +91.7% | 0.092% | 0.00% |
| 17 | ArrowMark Colorado Holdings LLC | 155K | $10.1M | -15.7% | 0.079% | 0.42% |
| 18 | MORGAN STANLEY | 133K | $8.7M | -25.8% | 0.068% | 0.00% |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 128K | $8.4M | -13.9% | 0.066% | 0.00% |
| 20 | GOLDMAN SACHS GROUP INC | 103K | $6.7M | +95.6% | 0.053% | 0.00% |
| 21 | UBS Group AG | 100K | $6.5M | -12.1% | 0.051% | 0.00% |
| 22 | Russell Investments Group, Ltd. | 85K | $5.5M | +152.0% | 0.043% | 0.00% |
| 23 | LOS ANGELES CAPITAL MANAGEMENT LLC | 81K | $5.3M | — | 0.042% | 0.02% |
| 24 | Point72 Asset Management, L.P. | 77K | $5.0M | +179.3% | 0.040% | 0.01% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 73K | $4.8M | -21.7% | 0.037% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UHAL — a direct measure of their conviction.
Filings activity in UHAL during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new UHAL position in Q2 2026
Institutions that fully closed their UHAL position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 227 | +12% | 4.65% | +0.90 pp | $581M | +70% |
| Q1 2026 | 202 | +1.0% | 3.75% | 0.54 pp | $343M | 7.4% |
| Q4 2025 | 200 | 2.4% | 4.29% | +0.59 pp | $370M | 5.8% |
| Q3 2025 | 205 | 2.8% | 3.70% | 0.44 pp | $393M | 16% |
| Q2 2025 | 211 | +0.0% | 4.14% | +0.26 pp | $468M | +8.9% |
| Q1 2025 | 211 | +5.5% | 3.88% | 0.45 pp | $429M | 12% |
| Q4 2024 | 200 | 0.5% | 4.33% | +0.41 pp | $485M | 3.1% |
| Q3 2024 | 201 | — | 3.92% | — | $501M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UHAL stock.
Based on Q2 2026 13F filings, institutional ownership of U-Haul Holding Company stands at 4.7%, held across 227 reporting institutions.
DIMENSIONAL FUND ADVISORS LP is the largest reported institutional holder of UHAL, with approximately 664,394 shares worth $0.04B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of UHAL, including TWO SIGMA INVESTMENTS, LP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, Point72 Asset Management, L.P..
Our composite Smart Money Score for UHAL is 76 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
46 institutions opened new positions in UHAL during Q2 2026, while 22 fully exited. 157 added to existing positions and 17 trimmed.
UHAL institutional ownership rose by 0.90 percentage points quarter-over-quarter, with a net change of +25 holders.
The top 10 institutions account for 53.3% of all reported 13F value in UHAL, and the top 25 account for 80.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
U-Haul Holding Company (UHAL) Institutional Ownership