Ranked by reported Q1 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 | 510K | $24.4M | +23.9% | 0.268% | 0.01% |
| 2 | BlackRock, Inc. | 474K | $22.7M | -6.5% | 0.250% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 405K | $19.3M | β | 0.213% | 0.00% |
| 4 | Southpoint Capital Advisors LP | 362K | $17.3M | -39.7% | 0.191% | 0.36% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 355K | $16.9M | β | 0.187% | 0.00% |
| 6 | YACKTMAN ASSET MANAGEMENT LP | 325K | $15.5M | -0.6% | 0.171% | 0.21% |
| 7 | SCHARF INVESTMENTS, LLC | 322K | $15.4M | -25.3% | 0.169% | 0.47% |
| 8 | MILLENNIUM MANAGEMENT LLC | 321K | $15.4M | +2583.9% | 0.169% | 0.01% |
| 9 | D. E. Shaw & Co., Inc. | 292K | $14.0M | +50.9% | 0.154% | 0.01% |
| 10 | Quantinno Capital Management LP | 244K | $11.7M | -16.3% | 0.129% | 0.02% |
| 11 | JACOBS LEVY EQUITY MANAGEMENT, INC | 232K | $11.1M | +205.9% | 0.122% | 0.05% |
| 12 | TWO SIGMA INVESTMENTS, LP | 209K | $10.0M | +22.6% | 0.110% | 0.01% |
| 13 | ArrowMark Colorado Holdings LLC | 184K | $8.8M | -15.6% | 0.097% | 0.23% |
| 14 | MORGAN STANLEY | 180K | $8.6M | -6.2% | 0.095% | 0.00% |
| 15 | STATE STREET CORP | 177K | $8.4M | +25.6% | 0.093% | 0.00% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 149K | $7.1M | +16.4% | 0.078% | 0.00% |
| 17 | MARSHALL WACE, LLP | 138K | $6.6M | β | 0.072% | 0.01% |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 119K | $5.7M | +60.3% | 0.063% | 0.00% |
| 19 | UBS Group AG | 114K | $5.4M | +120.6% | 0.060% | 0.00% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 93K | $4.5M | +3.1% | 0.049% | 0.00% |
| 21 | Lighthouse Investment Partners, LLC | 89K | $4.2M | β | 0.047% | 0.15% |
| 22 | Deltroit Asset Management (UK) LLP | 84K | $4.0M | -17.9% | 0.044% | 0.67% |
| 23 | Old West Investment Management, LLC | 79K | $3.8M | -48.3% | 0.042% | 0.41% |
| 24 | Orvieto Partners, L.P. | 79K | $3.8M | -37.6% | 0.042% | 3.24% |
| 25 | VANGUARD ASSET MANAGEMENT, Ltd | 78K | $3.7M | β | 0.041% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UHAL β a direct measure of their conviction.
Filings activity in UHAL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 200 | +0.5% | 2.85% | 0.26 pp | $338M | 8.4% |
| Q4 2025 | 199 | 2.5% | 3.11% | 0.14 pp | $369M | 4.3% |
| Q3 2025 | 204 | 3.3% | 3.25% | 0.70 pp | $385M | 18% |
| Q2 2025 | 211 | +0.0% | 3.95% | +0.33 pp | $468M | +8.9% |
| Q1 2025 | 211 | +5.5% | 3.62% | 0.48 pp | $429M | 12% |
| Q4 2024 | 200 | 0.5% | 4.10% | 0.13 pp | $485M | 3.1% |
| Q3 2024 | 201 | +6.9% | 4.23% | +0.21 pp | $501M | +5.1% |
| Q2 2024 | 188 | β | 4.02% | β | $477M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UHAL stock.
Based on Q1 2026 13F filings, institutional ownership of U-Haul Holding Company stands at 2.9%, held across 200 reporting institutions.
DIMENSIONAL FUND ADVISORS LP is the largest reported institutional holder of UHAL, with approximately 510,097 shares worth $0.02B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of UHAL, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for UHAL is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in UHAL during Q1 2026, while 36 fully exited. 48 added to existing positions and 114 trimmed.
UHAL institutional ownership fell by 0.26 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 51.1% of all reported 13F value in UHAL, and the top 25 account for 79.5%.
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