DaveManuel.com · Institutional Ownership · Who Owns It
U HAUL HOLDING COMPANY (UHAL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
228
Reporting holders
$594.8M
Reported value
0.2%
Calls
0.1%
Puts
+25
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $43.5M | 664,394 | 0.01% | 31q | +30.2%+$10.1M |
| TWO SIGMA INVESTMENTS, LP | $38.2M | 583,933 | 0.03% | 15q | +179.0%+$24.5M |
| NORGES BANK | $35.8M | 546,476 | 0.00% | 32q | HELD |
| D. E. Shaw & Co., Inc. | $32.1M | 489,815 | 0.02% | 22q | +67.6%+$12.9M |
| BlackRock, Inc. | $31.3M | 478,754 | 0.00% | 8q | +1.0%+$294.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | $27.8M | 425,551 | 0.00% | 2q | +5.2%+$1.4M |
| MILLENNIUM MANAGEMENT LLC | $27.2M | 415,461 | 0.01% | 6q | +29.3%+$6.2M |
| Scharf Investments, LLC | $27.0M | 412,078 | 0.89% | 13q | +28.0%+$5.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $23.6M | 360,569 | 0.00% | 2q | +1.7%+$390.5K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $23.0M | 351,018 | 0.08% | 12q | +51.5%+$7.8M |
| Quantinno Capital Management LP | $21.4M | 327,776 | 0.03% | 10q | +34.2%+$5.5M |
| YACKTMAN ASSET MANAGEMENT LP | $21.3M | 325,376 | 0.26% | 31q | HELD |
| Gotham Asset Management, LLC | $14.5M | 221,815 | 0.03% | 4q | +410.1%+$11.7M |
| STATE STREET CORP | $13.5M | 206,087 | 0.00% | 31q | +16.8%+$1.9M |
| Trexquant Investment LP | $13.4M | 205,093 | 0.08% | 6q | +395.5%+$10.7M |
| CITADEL ADVISORS LLC | $11.8M incl. $1.1M options CALL+PUT | 162,159 | 0.00% | 30q | +139.4%+$6.8M |
| HRT FINANCIAL LP | $10.5M | 159,876 | 0.02% | 14q | +44.5%+$3.2M |
| ArrowMark Colorado Holdings LLC | $10.1M | 155,000 | 0.42% | 26q | -15.7%-$1.9M |
| MORGAN STANLEY | $8.7M | 133,187 | 0.00% | 35q | -25.8%-$3.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $8.4M | 128,215 | 0.00% | 31q | -13.9%-$1.4M |
| GOLDMAN SACHS GROUP INC | $6.7M | 103,053 | 0.00% | 31q | +95.6%+$3.3M |
| UBS Group AG | $6.5M | 99,905 | 0.00% | 31q | -12.1%-$901.8K |
| Russell Investments Group, Ltd. | $5.5M | 84,524 | 0.00% | 31q | +152.0%+$3.3M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $5.3M | 81,234 | 0.02% | new | NEW |
| Point72 Asset Management, L.P. | $5.0M | 77,151 | 0.01% | 2q | +179.3%+$3.2M |
| ENVESTNET ASSET MANAGEMENT INC | $4.8M | 73,120 | 0.00% | 14q | -21.7%-$1.3M |
| Bruce & Co., Inc. | $4.8M | 72,600 | 1.29% | 31q | -1.8%-$85.1K |
| Nuveen, LLC | $4.5M | 68,528 | 0.00% | 6q | +204.9%+$3.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $4.0M | 61,243 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $3.9M | 59,205 | 0.00% | 2q | -0.9%-$35.9K |
| ALGERT GLOBAL LLC | $3.5M | 53,160 | 0.04% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $3.5M | 52,994 | 0.18% | 4q | +53.7%+$1.2M |
| Orvieto Partners, L.P. | $3.4M | 51,418 | 2.19% | 7q | -35.1%-$1.8M |
| BANK OF AMERICA CORP /DE/ | $3.0M | 46,529 | 0.00% | 31q | -9.5%-$319.0K |
| NORTHERN TRUST CORP | $3.0M | 46,200 | 0.00% | 31q | +1.5%+$44.0K |
| Wallace Capital Management Inc. | $3.0M | 45,170 | 0.32% | 2q | -3.2%-$96.5K |
| BNP PARIBAS FINANCIAL MARKETS | $2.9M | 43,590 | 0.00% | 31q | +711.3%+$2.5M |
| BARCLAYS PLC | $2.8M | 42,938 | 0.00% | 31q | +372.0%+$2.2M |
| AQR CAPITAL MANAGEMENT LLC | $2.8M | 42,298 | 0.00% | 31q | -11.1%-$344.0K |
| JANE STREET GROUP, LLC | $2.7M incl. $222.5K options PUT | 38,038 | 0.00% | 2q | +23.6%+$518.2K |
| IEQ CAPITAL, LLC | $2.6M | 40,206 | 0.01% | 3q | +193.1%+$1.7M |
| Balyasny Asset Management L.P. | $2.5M | 38,963 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $2.4M | 36,933 | 0.01% | 4q | -19.9%-$600.3K |
| ABRAMS CAPITAL MANAGEMENT, L.P. | $2.4M | 36,401 | 0.04% | 31q | HELD |
| XTX Topco Ltd | $2.3M | 35,017 | 0.03% | 3q | +98.6%+$1.1M |
| ROYAL BANK OF CANADA | $2.1M | 31,580 | 0.00% | 31q | -7.8%-$175.5K |
| TUDOR INVESTMENT CORP ET AL | $2.0M | 31,095 | 0.00% | 6q | +55.5%+$726.2K |
| MARSHALL WACE, LLP | $2.0M | 30,612 | 0.00% | 2q | -77.7%-$7.0M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $1.9M | 29,564 | 0.01% | 3q | +419.5%+$1.6M |
| Lighthouse Investment Partners, LLC | $1.8M | 27,542 | 0.05% | 2q | -68.9%-$4.0M |
| Creative Planning | $1.7M | 25,707 | 0.00% | 5q | +25.6%+$342.4K |
| Summit Trail Advisors, LLC | $1.6M | 24,674 | 0.02% | 5q | -17.5%-$343.2K |
| SEI INVESTMENTS CO | $1.6M | 24,278 | 0.00% | 3q | -9.8%-$171.9K |
| Bank of New York Mellon Corp | $1.6M | 24,249 | 0.00% | 31q | +17.7%+$239.0K |
| CITIGROUP INC | $1.6M | 24,227 | 0.00% | 30q | -6.1%-$103.2K |
| VARCOV Co. | $1.5M | 22,195 | 0.55% | 3q | -25.8%-$505.5K |
| Squarepoint Ops LLC | $1.4M | 21,315 | 0.00% | 5q | +50.4%+$467.7K |
| Virtu Financial LLC | $1.3M | 19,398 | 0.04% | 6q | -49.0%-$1.2M |
| AMERICAN CENTURY COMPANIES INC | $1.3M | 19,286 | 0.00% | 22q | +152.1%+$761.5K |
| JPMORGAN CHASE & CO | $1.1M | 16,723 | 0.00% | 31q | +35.3%+$298.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 16,673 | 0.00% | 31q | +33.5%+$274.0K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.0M | 15,949 | 0.00% | 8q | HELD |
| Corient Private Wealth LP | $1.0M | 15,718 | 0.00% | 3q | +30.4%+$239.8K |
| Swiss National Bank | $1.0M | 15,500 | 0.00% | 3q | HELD |
| VANGUARD ASSET MANAGEMENT, Ltd | $985.2K | 15,055 | 0.00% | 2q | -80.8%-$4.1M |
| MCDONALD PARTNERS LLC | $934.2K | 14,275 | 0.23% | 14q | -1.0%-$9.8K |
| OSAIC HOLDINGS, INC. | $882.2K | 13,482 | 0.00% | 26q | +24.1%+$171.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $853.1K | 13,036 | 0.00% | 5q | +28.2%+$187.7K |
| Kerrisdale Advisers, LLC | $832.0K | 12,714 | 0.21% | 18q | HELD |
| Private Capital Management, LLC | $823.9K | 12,590 | 0.07% | 2q | -4.6%-$39.9K |
| CAXTON ASSOCIATES LLP | $787.4K | 12,033 | 0.01% | 2q | +15.9%+$108.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $743.8K | 11,366 | 0.00% | 31q | HELD |
| Focus Partners Wealth | $736.0K | 11,247 | 0.00% | 3q | +73.5%+$311.8K |
| FMR LLC | $732.9K | 11,200 | 0.00% | 31q | +134.6%+$420.4K |
| Engineers Gate Manager LP | $724.6K | 11,072 | 0.01% | 5q | +28.9%+$162.4K |
| AMERIPRISE FINANCIAL INC | $718.6K | 10,981 | 0.00% | 31q | -10.0%-$80.0K |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $683.0K | 11,813 | 0.05% | 26q | +99.3%+$340.4K |
| Clearbridge Investments, LLC | $654.4K | 10,000 | 0.00% | 10q | HELD |
| AXQ CAPITAL, LP | $653.0K | 9,978 | 0.07% | 2q | +34.5%+$167.6K |
| Inspire Investing, LLC | $615.7K | 9,409 | 0.03% | new | NEW |
| Blueshift Asset Management, LLC | $602.4K | 9,205 | 0.14% | 2q | -5.0%-$31.7K |
| LPL Financial LLC | $585.5K | 8,947 | 0.00% | 12q | +2.7%+$15.4K |
| GSA CAPITAL PARTNERS LLP | $534.0K | 8,167 | 0.03% | new | NEW |
| Diversified Investment Strategies, LLC | $525.9K | 8,036 | 0.34% | 30q | HELD |
| Man Group plc | $512.9K | 7,838 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $491.0K | 7,494 | 0.00% | 9q | +15.5%+$66.0K |
| MGO ONE SEVEN LLC | $486.2K | 7,429 | 0.01% | 13q | -12.4%-$68.8K |
| Carnegie Lake Advisors LLC | $485.6K | 7,420 | 0.18% | 8q | -1.7%-$8.2K |
| GAMCO INVESTORS, INC. ET AL | $480.3K | 7,340 | 0.00% | 5q | HELD |
| RHUMBLINE ADVISERS | $473.4K | 7,235 | 0.00% | 31q | -2.5%-$12.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $436.4K | 6,668 | 0.00% | 6q | -14.5%-$73.8K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $432.2K | 6,605 | 0.00% | 31q | -12.8%-$63.5K |
| Ethic Inc. | $401.5K | 6,136 | 0.01% | 2q | -84.8%-$2.2M |
| Oppenheimer & Close, LLC | $392.0K | 5,990 | 0.25% | 16q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $371.7K | 5,680 | 0.00% | 7q | HELD |
| Intellectus Partners, LLC | $344.4K | 5,263 | 0.06% | 13q | HELD |
| Legal & General Group Plc | $342.3K | 5,230 | 0.00% | 31q | +33.5%+$85.9K |
| INGALLS & SNYDER LLC | $324.0K | 4,954 | 0.01% | 23q | HELD |
| HighTower Advisors, LLC | $320.0K | 4,890 | 0.00% | 13q | -31.0%-$143.8K |
| Connor, Clark & Lunn Investment Management Ltd. | $305.2K | 4,664 | 0.00% | new | NEW |
Showing the largest 100 of 228 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 59 | $6.2M | 104,161 | 15 | 13 | 7 | 0.0% |
| Q2 2026 | 228 | $594.8M | 9,064,200 | 47 | 78 | 48 | 0.3% |
| Q1 2026 | 203 | $350.5M | 7,301,412 | 32 | 55 | 62 | 0.5% |
| Q4 2025 | 200 | $378.3M | 7,545,866 | 26 | 66 | 60 | 0.3% |
| Q3 2025 | 207 | $408.6M | 7,107,005 | 35 | 58 | 68 | 2.0% |
| Q2 2025 | 210 | $492.5M | 8,195,206 | 27 | 60 | 68 | 0.5% |
| Q1 2025 | 210 | $485.4M | 7,402,082 | 26 | 66 | 54 | 0.4% |
| Q4 2024 | 201 | $528.6M | 7,635,417 | 17 | 59 | 67 | 0.2% |
| Q3 2024 | 199 | $560.8M | 7,203,687 | 36 | 58 | 53 | 0.5% |
| Q2 2024 | 184 | $442.9M | 7,147,271 | 17 | 59 | 57 | 0.4% |
| Q1 2024 | 196 | $509.8M | 7,493,667 | 26 | 54 | 64 | 0.8% |
| Q4 2023 | 192 | $515.2M | 7,134,848 | 25 | 50 | 79 | 0.6% |
| Q3 2023 | 176 | $410.5M | 7,459,356 | 15 | 54 | 70 | 0.8% |
| Q2 2023 | 191 | $423.6M | 7,582,236 | 26 | 41 | 69 | 1.0% |
| Q1 2023 | 203 | $491.0M | 8,007,255 | 30 | 56 | 66 | 2.8% |
| Q4 2022 | 214 | $495.4M | 8,033,604 | 37 | 66 | 71 | 2.4% |
| Q3 2022 | 276 | $3.9B | 7,520,100 | 28 | 99 | 93 | 1.0% |
| Q2 2022 | 280 | $3.9B | 7,981,977 | 23 | 104 | 97 | 0.9% |
| Q1 2022 | 297 | $5.1B | 8,534,270 | 31 | 91 | 111 | 0.6% |
| Q4 2021 | 323 | $6.1B | 8,294,115 | 51 | 114 | 89 | 0.4% |
| Q3 2021 | 285 | $5.4B | 8,393,180 | 30 | 82 | 111 | 0.2% |
| Q2 2021 | 275 | $4.7B | 8,021,531 | 39 | 104 | 66 | 0.0% |
| Q1 2021 | 271 | $5.7B | 9,346,993 | 46 | 80 | 94 | 0.0% |
| Q4 2020 | 256 | $3.6B | 7,972,835 | 40 | 71 | 87 | 0.0% |
| Q3 2020 | 231 | $2.9B | 8,184,240 | 28 | 68 | 87 | 0.0% |
| Q2 2020 | 237 | $2.4B | 7,940,182 | 32 | 72 | 91 | 0.0% |
| Q1 2020 | 239 | $2.4B | 8,358,109 | 39 | 86 | 71 | 0.0% |
| Q4 2019 | 235 | $12.0B | 31,942,224 | 29 | 70 | 70 | 0.0% |
| Q3 2019 | 215 | $15.0B | 38,343,450 | 23 | 71 | 65 | 0.0% |
| Q2 2019 | 229 | $12.6B | 33,210,636 | 25 | 72 | 74 | 0.0% |
| Q1 2019 | 236 | $12.8B | 34,375,398 | 26 | 79 | 71 | 0.0% |
| Q4 2018 | 225 | $10.5B | 31,864,912 | 3 | 7 | 3 | 0.0% |