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Security record · archived quarter

UHAL

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

68.76 -1.0% mkt cap $13.44B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
103Tracked holders
-4Δ holders
39.37MShares held
$1.77BReported value
+3New positions
−8Exits
Stable Conviction score 35/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -3.7% · share flow +1.7% · net new positions -4.9%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 109 +8 43.14M $2.54B +13 −4
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
2 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
3 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
4 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
5 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
6 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
7 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
8 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
9 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
10 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
11 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
12 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
13 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
14 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
15 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
16 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
17 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
18 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
19 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
20 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
21 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
22 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
23 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
24 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
25 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
26 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
27 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
28 BlackRock (passive) 5.09M -1.0% $228.63M 0.0% ▼ Trim 4 SEC ↗
29 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
30 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
31 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
32 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
33 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
34 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
35 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
36 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
37 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
38 Dimensional Fund Advisors Lp 4.82M +8.5% $216.88M 0.0% ▲ Add 2 SEC ↗
39 Vanguard Capital Management Llc 4.81M $216.15M 0.0% n/c 1 SEC ↗
40 Vanguard Capital Management Llc 4.81M $216.15M 0.0% n/c 1 SEC ↗
41 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
42 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
43 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
44 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
45 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
46 Fidelity (FMR) 4.53M +7.2% $202.27M 0.0% ▲ Add 4 SEC ↗
47 Hotchkis & Wiley Capital Management… 3.17M -1.7% $141.65M 0.4% ▼ Trim 2 SEC ↗
48 State Street Global Advisors (passive) 2.08M +6.8% $93.27M 0.0% ▲ Add 6 SEC ↗
49 State Street Global Advisors (passive) 2.08M +6.8% $93.27M 0.0% ▲ Add 6 SEC ↗
50 Geode Capital Management (passive) 1.94M +2.6% $87.19M 0.0% ▲ Add 8 SEC ↗
51 Geode Capital Management (passive) 1.94M +2.6% $87.19M 0.0% ▲ Add 8 SEC ↗
52 Geode Capital Management (passive) 1.94M +2.6% $87.19M 0.0% ▲ Add 8 SEC ↗
53 Geode Capital Management (passive) 1.94M +2.6% $87.19M 0.0% ▲ Add 8 SEC ↗
54 D. E. Shaw & Co. 1.30M +55.5% $59.10M 0.1% ▲ Add 8 SEC ↗
55 D. E. Shaw & Co. 1.30M +55.5% $59.10M 0.1% ▲ Add 8 SEC ↗
56 D. E. Shaw & Co. 1.30M +55.5% $59.10M 0.1% ▲ Add 8 SEC ↗
57 Artisan Partners Limited Partnership 970.66K -6.5% $43.36M 0.1% ▼ Trim 2 SEC ↗
58 Charles Schwab Investment… 840.19K +7.1% $37.53M 0.0% ▲ Add 2 SEC ↗
59 Millennium Management 795.28K +97.8% $36.52M 0.0% ▲ Add 8 SEC ↗
60 Millennium Management 795.28K +97.8% $36.52M 0.0% ▲ Add 8 SEC ↗
61 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
62 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
63 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
64 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
65 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
66 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
67 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
68 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
69 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
70 Northern Trust Corp 588.42K -1.4% $26.43M 0.0% ▼ Trim 2 SEC ↗
71 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
72 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
73 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
74 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
75 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
76 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
77 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
78 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
79 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
80 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
81 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
82 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
83 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
84 Morgan Stanley 514.14K -25.0% $23.53M 0.0% ▼ Trim 3 SEC ↗
85 Tweedy, Browne 463.33K -0.6% $20.70M 1.6% ▼ Trim 8 SEC ↗
86 Tidal Investments LLC 389.70K +21.1% $17.41M 0.1% ▲ Add 2 SEC ↗
87 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
88 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
89 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
90 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
91 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
92 Goldman Sachs Group 331.49K +43.3% $14.97M 0.0% ▲ Add 3 SEC ↗
93 Quantinno Capital Management LP 309.73K -10.1% $14.60M 0.0% ▼ Trim 2 SEC ↗
94 Quantinno Capital Management LP 309.73K -10.1% $14.60M 0.0% ▼ Trim 2 SEC ↗
95 Raymond James Financial Inc 322.84K -17.2% $14.44M 0.0% ▼ Trim 2 SEC ↗
96 Raymond James Financial Inc 322.84K -17.2% $14.44M 0.0% ▼ Trim 2 SEC ↗
97 Raymond James Financial Inc 322.84K -17.2% $14.44M 0.0% ▼ Trim 2 SEC ↗
98 Raymond James Financial Inc 322.84K -17.2% $14.44M 0.0% ▼ Trim 2 SEC ↗
99 Raymond James Financial Inc 322.84K -17.2% $14.44M 0.0% ▼ Trim 2 SEC ↗
100 State Of Wisconsin Investment Board 309.07K -52.4% $13.81M 0.0% ▼ Trim 2 SEC ↗

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

New buyers

No new tracked buyers this quarter.

Exited

Norges Bank $74.77M was 0.0%
Wellington Management $12.22M was 0.0%
Balyasny Asset Management L.P. $6.20M was 0.0%
LMR Partners LLP $453,658 was 0.0%
Fisher Asset Management $222,949 was 0.0%
Prudential Financial Inc $206,965 was 0.0%
Royal London Asset Management… $149,428 was 0.0%
Canada Pension Plan… $98,154 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.

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: Q1 2026 · Methodology · Get this via the API