UHAL
U-Haul Holding Company · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +4.7% ·
net new positions +6.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | +9 | 43.13M | $2.54B | +13 | −5 |
| Q1 2026 | 103 | -4 | 39.37M | $1.77B | +3 | −8 |
| Q4 2025 | 108 | +2 | 45.18M | $2.13B | +3 | — |
| Q3 2025 | 21 | -1 | 27.99M | $1.44B | +1 | −3 |
| Q2 2025 | 20 | +2 | 29.06M | $1.60B | +3 | −1 |
| Q1 2025 | 15 | +1 | 9.53M | $575.25M | +1 | — |
| Q4 2024 | 14 | 0 | 9.10M | $591.21M | +1 | −1 |
| Q3 2024 | 13 | 0 | 7.32M | $533.91M | +1 | −1 |
| Q2 2024 | 13 | — | 7.48M | $450.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 2.44M | -1.3% | $145.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 1.86M | +4.9% | $110.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | Trian Fund Management ✦ | 1.78M | 0.0% | $109.17M | 2.9% | Held | 4 | SEC ↗ ×2 |
| 4 | Norges Bank ✦ (passive) | 1.45M | +5.4% | $89.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Tweedy, Browne ✦ | 480.42K | -1.8% | $28.43M | 2.5% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 467.66K | -25.3% | $27.68M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 7 | Millennium Management ✦ | 213.64K | +1526.1% | $12.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 205.40K | +563.1% | $12.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | D. E. Shaw & Co. ✦ | 182.60K | +138.6% | $11.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 10 | Renaissance Technologies ✦ | 129.37K | +1.6% | $7.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 112.10K | +1.9% | $7.14M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 12 | Two Sigma Investments ✦ | 100.70K | -10.9% | $6.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 76.69K | +9.7% | $4.58M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Marshall Wace ✦ | 19.94K | -46.8% | $1.18M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 15 | Gotham Asset Management ✦ | 8.37K | New | $547,325 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $547,325 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 293 holders, 62.75M shares, $2.70B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.