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Security record · archived quarter

UHAL

U-Haul Holding Company · Industrials · Rental & Leasing Services

56.37 +1.4% mkt cap $9.88B quote delayed (FMP) · as of Oct 20 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
108Tracked holders
+2Δ holders
45.18MShares held
$2.13BReported value
+3New positions
−0Exits
Stable Conviction score 39/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.9% · share flow -2.5% · net new positions +2.8% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 24.21K $1.35M +1 n/a
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 n/a
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 n/a
Q4 2024 14 0 9.10M $591.21M +1 −1
Q3 2024 13 0 7.32M $533.91M +1 −1
Q2 2024 13 n/a 7.48M $450.70M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 9.71M -1.5% $457.06M 0.0% ▼ Trim 3 SEC ↗ ×10
2 BlackRock ✦ (passive) 5.13M -14.2% $241.85M 0.0% ▼ Trim 3 SEC ↗ ×29
3 Dimensional Fund Advisors Lp 4.44M n/a $209.08M 0.0% n/c 1 SEC ↗ ×10
4 Fidelity (FMR) ✦ 4.22M -0.6% $197.47M 0.0% ▼ Trim 3 SEC ↗ ×6
5 Hotchkis & Wiley Capital Management… 3.23M n/a $150.82M 0.5% n/c 1 SEC ↗
6 State Street Global Advisors ✦ (passive) 1.94M -21.9% $91.40M 0.0% ▼ Trim 5 SEC ↗ ×2
7 Geode Capital Management ✦ (passive) 1.89M -0.5% $88.93M 0.0% ▼ Trim 7 SEC ↗ ×4
8 Norges Bank ✦ (passive) 1.56M New $74.77M 0.0% New 1 SEC ↗ ×2
9 Artisan Partners Limited Partnership 1.04M n/a $48.52M 0.1% n/c 1 SEC ↗
10 D. E. Shaw & Co. ✦ 837.52K +150.5% $39.86M 0.0% ▲ Add 7 SEC ↗ ×3
11 Charles Schwab Investment… 784.67K n/a $36.68M 0.0% n/c 1 SEC ↗
12 Morgan Stanley ✦ 685.85K -5.5% $32.76M 0.0% ▼ Trim 2 SEC ↗ ×14
13 State Of Wisconsin Investment Board 649.68K n/a $30.37M 0.1% n/c 1 SEC ↗
14 Northern Trust Corp 596.57K n/a $28.13M 0.0% n/c 1 SEC ↗ ×11
15 Tweedy, Browne ✦ 466.22K +0.4% $21.79M 1.8% ▲ Add 7 SEC ↗
16 Millennium Management ✦ 402.01K -7.5% $18.83M 0.0% ▼ Trim 7 SEC ↗ ×2
17 Raymond James Financial Inc 389.81K n/a $18.22M 0.0% n/c 1 SEC ↗ ×3
18 Quantinno Capital Management LP 344.68K n/a $17.18M 0.0% n/c 1 SEC ↗ ×2
19 Tidal Investments LLC 321.81K n/a $15.04M 0.1% n/c 1 SEC ↗
20 Susquehanna International Group, Llp 307.84K n/a $14.64M 0.0% n/c 1 SEC ↗ ×2
21 Bank of New York Mellon Corp 298.29K n/a $14.02M 0.0% n/c 1 SEC ↗ ×15
22 Bank Of America Corp /De/ 271.37K n/a $12.83M 0.0% n/c 1 SEC ↗ ×12
23 Wellington Management ✦ 261.35K -24.6% $12.22M 0.0% ▼ Trim 7 SEC ↗ ×3
24 Royal Bank Of Canada 252.43K n/a $11.93M 0.0% n/c 1 SEC ↗ ×9
25 Arrowstreet Capital ✦ 251.30K +414.8% $11.87M 0.0% ▲ Add 3 SEC ↗ ×2
26 Goldman Sachs Group ✦ 231.29K -19.1% $11.03M 0.0% ▼ Trim 2 SEC ↗ ×5
27 Jane Street Group, Llc 233.27K n/a $10.90M 0.0% n/c 1 SEC ↗ ×2
28 Swiss National Bank 224.20K n/a $10.54M 0.0% n/c 1 SEC ↗ ×2
29 UBS AM, a distinct business unit of… 209.82K n/a $9.85M 0.0% n/c 1 SEC ↗ ×10
30 Invesco Ltd. 197.02K n/a $9.23M 0.0% n/c 1 SEC ↗ ×11
31 Two Sigma Investments ✦ 170.77K -1.9% $8.61M 0.0% ▼ Trim 7 SEC ↗
32 American Century Companies Inc 164.49K n/a $7.73M 0.0% n/c 1 SEC ↗ ×2
33 Wells Fargo & Company/Mn 163.98K n/a $7.69M 0.0% n/c 1 SEC ↗ ×8
34 Envestnet Asset Management Inc 152.58K n/a $7.46M 0.0% n/c 1 SEC ↗ ×2
35 First Trust Advisors Lp 146.52K n/a $6.85M 0.0% n/c 1 SEC ↗
36 Nuveen, LLC 132.04K n/a $6.25M 0.0% n/c 1 SEC ↗ ×4
37 Balyasny Asset Management L.P. 132.58K n/a $6.20M 0.0% n/c 1 SEC ↗
38 UBS Group AG 121.51K n/a $5.87M 0.0% n/c 1 SEC ↗ ×8
39 Hrt Financial Lp 115.71K n/a $5.69M 0.0% n/c 1 SEC ↗ ×2
40 Qube Research & Technologies Ltd 118.63K n/a $5.54M 0.0% n/c 1 SEC ↗
41 Rhumbline Advisers 108.49K n/a $5.10M 0.0% n/c 1 SEC ↗ ×2
42 AQR Capital Management ✦ 102.88K -4.6% $5.08M 0.0% ▼ Trim 7 SEC ↗ ×9
43 Legal & General Group Plc 107.69K n/a $5.05M 0.0% n/c 1 SEC ↗ ×5
44 California State Teachers… 104.63K n/a $4.94M 0.0% n/c 1 SEC ↗ ×2
45 Universal- Beteiligungs- und… 103.84K n/a $4.92M 0.0% n/c 1 SEC ↗ ×2
46 Storebrand Asset Management As 98.12K n/a $4.59M 0.0% n/c 1 SEC ↗ ×2
47 State Board Of Administration Of… 93.81K n/a $4.41M 0.0% n/c 1 SEC ↗ ×2
48 T. Rowe Price ✦ 86.27K +2.3% $4.05M 0.0% ▲ Add 7 SEC ↗ ×2
49 New York State Common Retirement… 85.62K n/a $4.04M 0.0% n/c 1 SEC ↗ ×2
50 GAMCO Investors ✦ 75.40K -15.6% $3.55M 0.0% ▼ Trim 3 SEC ↗ ×2
51 JPMorgan Chase ✦ 67.06K -57.0% $3.17M 0.0% ▼ Trim 2 SEC ↗ ×11
52 Citigroup Inc 65.20K n/a $3.16M 0.0% n/c 1 SEC ↗ ×5
53 Ameriprise Financial Inc 64.82K n/a $3.07M 0.0% n/c 1 SEC ↗ ×4
54 Tudor Investment Corp Et Al 56.61K n/a $2.85M 0.0% n/c 1 SEC ↗
55 Marshall Wace ✦ 59.69K New $2.79M 0.0% New 1 SEC ↗ ×2
56 Man Group plc 59.67K n/a $2.79M 0.0% n/c 1 SEC ↗
57 Point72 Asset Management ✦ 59.05K +27.7% $2.76M 0.0% ▲ Add 3 SEC ↗
58 Citadel Advisors ✦ 54.17K -62.9% $2.57M 0.0% ▼ Trim 5 SEC ↗ ×3
59 Barclays Plc 51.92K n/a $2.57M 0.0% n/c 1 SEC ↗ ×4
60 Renaissance Technologies ✦ 52.70K +81.1% $2.50M 0.0% ▲ Add 7 SEC ↗ ×2
61 Capstone Investment Advisors, Llc 51.89K n/a $2.43M 0.0% n/c 1 SEC ↗
62 Janus Henderson Group Plc 51.50K n/a $2.42M 0.0% n/c 1 SEC ↗ ×2
63 LPL Financial LLC 46.93K n/a $2.23M 0.0% n/c 1 SEC ↗ ×2
64 Squarepoint Ops LLC 44.55K n/a $2.12M 0.0% n/c 1 SEC ↗ ×2
65 Alliancebernstein L.P. 38.73K n/a $1.81M 0.0% n/c 1 SEC ↗
66 Voya Investment Management Llc 35.86K n/a $1.77M 0.0% n/c 1 SEC ↗ ×2
67 Holocene Advisors, LP 37.80K n/a $1.77M 0.0% n/c 1 SEC ↗
68 Bnp Paribas Financial Markets 36.95K n/a $1.73M 0.0% n/c 1 SEC ↗ ×2
69 Gotham Asset Management ✦ 33.94K +20.2% $1.71M 0.0% ▲ Add 2 SEC ↗
70 Creative Planning 32.55K n/a $1.60M 0.0% n/c 1 SEC ↗ ×2
71 Russell Investments Group, Ltd. 29.35K n/a $1.39M 0.0% n/c 1 SEC ↗ ×11
72 Corient Private Wealth LP 85.40K n/a $1.15M 0.0% n/c 1 SEC ↗ ×5
73 Zurcher Kantonalbank (Zurich… 22.74K n/a $1.06M 0.0% n/c 1 SEC ↗
74 Manufacturers Life Insurance… 22.45K n/a $1.05M 0.0% n/c 1 SEC ↗
75 Sei Investments Co 21.17K n/a $1.01M 0.0% n/c 1 SEC ↗ ×4
76 Cerity Partners LLC 16.13K n/a $754,019 0.0% n/c 1 SEC ↗ ×3
77 Pictet Asset Management Holding SA 16.11K n/a $752,841 0.0% n/c 1 SEC ↗
78 Stifel Financial Corp 15.99K n/a $747,514 0.0% n/c 1 SEC ↗ ×2
79 Deutsche Bank Ag\ 13.99K n/a $685,337 0.0% n/c 1 SEC ↗ ×5
80 Osaic Holdings, Inc. 13.50K n/a $668,197 0.0% n/c 1 SEC ↗ ×3
81 Mariner, LLC 12.78K n/a $597,535 0.0% n/c 1 SEC ↗
82 Victory Capital Management Inc 12.47K n/a $582,801 0.0% n/c 1 SEC ↗
83 Hsbc Holdings Plc 11.91K n/a $559,744 0.0% n/c 1 SEC ↗ ×6
84 Commonwealth Equity Services, Llc 11.45K n/a $535,270 0.0% n/c 1 SEC ↗
85 HighTower Advisors, LLC 10.40K n/a $507,976 0.0% n/c 1 SEC ↗ ×2
86 Amundi 10.07K n/a $470,625 0.0% n/c 1 SEC ↗
87 LMR Partners LLP 9.71K n/a $453,658 0.0% n/c 1 SEC ↗
88 Bank Of Montreal /Can/ 7.83K n/a $369,409 0.0% n/c 1 SEC ↗ ×8
89 Clearbridge Investments, LLC 6.70K n/a $337,747 0.0% n/c 1 SEC ↗
90 Mercer Global Advisors Inc /Adv 6.67K n/a $336,033 0.0% n/c 1 SEC ↗
91 National Bank Of Canada /Fi/ 5.29K n/a $248,770 0.0% n/c 1 SEC ↗ ×2
92 Focus Partners Wealth 4.92K n/a $248,069 0.0% n/c 1 SEC ↗
93 Fisher Asset Management ✦ 4.77K New $222,949 0.0% New 1 SEC ↗
94 Ensign Peak Advisors, Inc 4.60K n/a $214,957 0.0% n/c 1 SEC ↗
95 Pnc Financial Services Group, Inc. 4.46K n/a $210,531 0.0% n/c 1 SEC ↗ ×8
96 Prudential Financial Inc 4.43K n/a $206,965 0.0% n/c 1 SEC ↗
97 Northwestern Mutual Wealth… 4.27K n/a $201,084 0.0% n/c 1 SEC ↗ ×2
98 Us Bancorp \De\ 4.13K n/a $196,365 0.0% n/c 1 SEC ↗ ×2
99 Royal London Asset Management Ltd 3.20K n/a $149,428 0.0% n/c 1 SEC ↗
100 Canada Pension Plan Investment Board 2.10K n/a $98,154 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $74.77M 0.0%
Marshall Wace $2.79M 0.0%
Fisher Asset Management $222,949 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.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API