UHAL
U-Haul Holding Company · Industrials · Rental & Leasing Services
Momentum inputs (comparable managers):
holder breadth +11.1% ·
share flow -2.3% ·
net new positions +10.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | The Vanguard Group ✦ (passive) | 9.94M | — | $545.79M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 2 | BlackRock ✦ (passive) | 5.96M | — | $327.08M | 0.0% | n/c | 1 | SEC ↗ ×32 |
| 3 | Fidelity (FMR) ✦ | 4.33M | — | $235.36M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | State Street Global Advisors ✦ (passive) | 2.33M | -4.7% | $127.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Geode Capital Management ✦ (passive) | 1.86M | +0.2% | $101.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 6 | Norges Bank ✦ (passive) | 1.48M | +2.1% | $83.94M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Trian Fund Management ✦ | 691.37K | -61.1% | $39.78M | 1.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 570.22K | +166.9% | $33.16M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Tweedy, Browne ✦ | 475.35K | -1.1% | $25.84M | 2.4% | ▼ Trim | 5 | SEC ↗ |
| 10 | Wellington Management ✦ | 412.16K | -11.9% | $22.41M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 11 | Citadel Advisors ✦ | 207.25K | +0.9% | $11.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | D. E. Shaw & Co. ✦ | 189.89K | +4.0% | $10.81M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 124.17K | +10.8% | $7.38M | 0.0% | ▲ Add | 5 | SEC ↗ ×9 |
| 14 | Two Sigma Investments ✦ | 105.97K | +5.2% | $6.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 103.20K | -20.2% | $5.66M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | GAMCO Investors ✦ | 96.76K | New | $5.32M | 0.1% | New | 1 | SEC ↗ ×2 |
| 17 | T. Rowe Price ✦ | 78.66K | +2.6% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 18 | Marshall Wace ✦ | 49.34K | +147.4% | $2.68M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 19 | Point72 Asset Management ✦ | 28.10K | New | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 23.53K | New | $1.38M | 0.0% | New | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| GAMCO Investors | $5.32M | 0.1% |
| Point72 Asset Management | $1.70M | 0.0% |
| Arrowstreet Capital | $1.38M | 0.0% |
Exited
| Gotham Asset Management | $547,325 | was 0.0% |
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.