U-Haul Holding Co. 13F holders
227 funds reported a position in U-Haul Holding Co. in their 13F for the quarter ended 30 June 2026, together 9.1 million shares worth $593.2 million. Against the quarter before, 39 opened a position, 77 added, 49 trimmed and 24 sold out; together they bought a net 1.2 million shares. The largest holders: Dimensional Fund Advisors LP, Two Sigma Investments, LP and Norges Bank.
Funds holding227+24 on Q1 2026
Shares they held9.1Mworth $593.2 million
Net bought on the quarter1.2M sharesabout $79.0 million at the funds' values
Funds buying to selling116 to 73opened or added, to cut or sold
Opened 39Added 77Held 59Trimmed 49Sold out 24
What each fund did in UHAL against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UHAL in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
2,671 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 42 reported a position in U-Haul Holding Co.: 7 opened one, 11 added, 3 trimmed and 2 sold out, a net 48,435 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in U-Haul Holding Co. in a 13F for the quarter ended 30 June 2026. The largest: Two Sigma Investments, 583,933 shares worth $38.2 million, 0.0% of its reported book. Sold out: Renaissance Technologies. In the quarter, 5 funds added or opened a position and 2 trimmed or sold out; together they bought a net 593,827 shares, about $38.9 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 583,933 | $38.2 million | 0.0% | +374,649 | added | 30 June 2026 | 13F |
| Norges Bank | 546,476 | $35.8 million | 0.0% | held | 30 June 2026 | 13F | |
| Millennium Management | 415,461 | $27.2 million | 0.0% | +94,174 | added | 30 June 2026 | 13F |
| Citadel Advisors | 162,159 | $10.6 million | 0.0% | +94,413 | added | 30 June 2026 | 13F |
| Geode Capital Management | 128,215 | $8.4 million | 0.0% | -20,766 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 77,151 | $5.0 million | 0.0% | +49,532 | added | 30 June 2026 | 13F |
| FMR LLC | 11,200 | $732,923 | 0.0% | +6,425 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 0 | $0 | 0.0% | -4,600 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 664,394 | 7.33% | $43.5 million | 0.01% | +154,297 | 13F |
| Two Sigma Investments, LP | 583,933 | 6.44% | $38.2 million | 0.03% | +374,649 | 13F |
| Norges Bank | 546,476 | 6.03% | $35.8 million | 0.00% | 13F | |
| D. E. Shaw & Co., Inc. | 489,815 | 5.40% | $32.1 million | 0.02% | +197,537 | 13F |
| BlackRock, Inc. | 478,754 | 5.28% | $31.3 million | 0.00% | +4,507 | 13F |
| Vanguard Capital Management LLC | 425,551 | 4.69% | $27.8 million | 0.00% | +20,851 | 13F |
| Millennium Management LLC | 415,461 | 4.58% | $27.2 million | 0.02% | +94,174 | 13F |
| Scharf Investments, LLC | 412,078 | 4.55% | $27.0 million | 0.89% | +90,076 | 13F |
| Vanguard Portfolio Management LLC | 360,569 | 3.98% | $23.6 million | 0.00% | +5,967 | 13F |
| Jacobs Levy Equity Management, Inc. | 351,018 | 3.87% | $23.0 million | 0.08% | +119,383 | 13F |
| Quantinno Capital Management LP | 327,776 | 3.62% | $21.4 million | 0.03% | +83,479 | 13F |
| Yacktman Asset Management LP | 325,376 | 3.59% | $21.3 million | 0.26% | +7 | 13F |
| Gotham Asset Management, LLC | 221,815 | 2.45% | $14.5 million | 0.03% | +178,329 | 13F |
| State Street Corp. | 206,087 | 2.27% | $13.5 million | 0.00% | +29,573 | 13F |
| Trexquant Investment LP | 205,093 | 2.26% | $13.4 million | 0.08% | +163,698 | 13F |
| Citadel Advisors LLC | 162,159 | 1.79% | $10.6 million | 0.01% | +94,413 | 13F |
| HRT Financial LP | 159,876 | 1.76% | $10.5 million | 0.02% | +49,234 | 13F |
| ArrowMark Colorado Holdings LLC | 155,000 | 1.71% | $10.1 million | 0.42% | -28,800 | 13F |
| Morgan Stanley | 133,187 | 1.47% | $8.7 million | 0.00% | -46,359 | 13F |
| Geode Capital Management, LLC | 128,215 | 1.41% | $8.4 million | 0.00% | -20,766 | 13F |
| Goldman Sachs Group Inc. | 103,053 | 1.14% | $6.7 million | 0.00% | +50,361 | 13F |
| UBS Group AG | 99,905 | 1.10% | $6.5 million | 0.00% | -13,780 | 13F |
| Russell Investments Group, Ltd. | 84,524 | 0.93% | $5.5 million | 0.01% | +50,986 | 13F |
| Los Angeles Capital Management LLC | 81,234 | 0.90% | $5.3 million | 0.02% | new | 13F |
| Point72 Asset Management, L.P. | 77,151 | 0.85% | $5.0 million | 0.01% | +49,532 | 13F |
| Envestnet Asset Management Inc. | 73,120 | 0.81% | $4.8 million | 0.00% | -20,246 | 13F |
| Bruce & Co., Inc. | 72,600 | 0.80% | $4.8 million | 1.29% | -1,300 | 13F |
| Nuveen, LLC | 68,528 | 0.76% | $4.5 million | 0.00% | +46,053 | 13F |
| Arrowstreet Capital, Limited Partnership | 61,243 | 0.68% | $4.0 million | 0.00% | new | 13F |
| Vanguard Fiduciary Trust Co. | 59,205 | 0.65% | $3.9 million | 0.00% | -549 | 13F |
| Algert Global LLC | 53,160 | 0.59% | $3.5 million | 0.04% | new | 13F |
| Occudo Quantitative Strategies LP | 52,994 | 0.58% | $3.5 million | 0.18% | +18,515 | 13F |
| Orvieto Partners, L.P. | 51,418 | 0.57% | $3.4 million | 2.54% | -27,785 | 13F |
| Bank of America Corp. | 46,529 | 0.51% | $3.0 million | 0.00% | -4,874 | 13F |
| Northern Trust Corp. | 46,200 | 0.51% | $3.0 million | 0.00% | +672 | 13F |
| Wallace Capital Management Inc. | 45,170 | 0.50% | $3.0 million | 0.32% | -1,475 | 13F |
| BNP Paribas Financial Markets | 43,590 | 0.48% | $2.9 million | 0.00% | +38,217 | 13F |
| Barclays PLC | 42,938 | 0.47% | $2.8 million | 0.00% | +33,841 | 13F |
| AQR Capital Management LLC | 42,298 | 0.47% | $2.8 million | 0.00% | -5,257 | 13F |
| Ieq Capital, LLC | 40,206 | 0.44% | $2.6 million | 0.01% | +26,490 | 13F |
| Balyasny Asset Management L.P. | 38,963 | 0.43% | $2.5 million | 0.01% | new | 13F |
| Jane Street Group, LLC | 38,038 | 0.42% | $2.5 million | 0.00% | +7,269 | 13F |
| Schonfeld Strategic Advisors LLC | 36,933 | 0.41% | $2.4 million | 0.01% | -9,174 | 13F |
| Abrams Capital Management, L.P. | 36,401 | 0.40% | $2.4 million | 0.04% | no change | 13F |
| XTX Topco Ltd | 35,017 | 0.39% | $2.3 million | 0.03% | +17,388 | 13F |
| Royal Bank of Canada | 31,580 | 0.35% | $2.1 million | 0.00% | -2,683 | 13F |
| Tudor Investment Corp. Et Al | 31,095 | 0.34% | $2.0 million | 0.01% | +11,097 | 13F |
| Marshall Wace, LLP | 30,612 | 0.34% | $2.0 million | 0.00% | -106,942 | 13F |
| Worldquant Millennium Advisors LLC | 29,564 | 0.33% | $1.9 million | 0.01% | +23,873 | 13F |
| Lighthouse Investment Partners, LLC | 27,542 | 0.30% | $1.8 million | 0.06% | -60,998 | 13F |
The 50 largest of the 227 funds that reported a position in UHAL in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UHAL
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Calls | 13,400 | $876,896 | 30 June 2026 | 13F |
| Citadel Advisors | Puts | 4,000 | $261,760 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 22 September 2026 | 3,685 | $63.43 | SEC |
| 21 September 2026 | 7,930 | $64.27 | SEC |
| 17 September 2026 | 11,737 | $63.32 | SEC |
| 4 September 2026 | 783 | $67.61 | SEC |
| 3 September 2026 | 4,423 | $66.56 | SEC |
| 31 August 2026 | 80 | $68.59 | SEC |
| 28 August 2026 | 778 | $68.41 | SEC |
| 27 August 2026 | 614 | $68.76 | SEC |
| 26 August 2026 | 1,141 | $69.47 | SEC |
| 21 August 2026 | 5,507 | $71.55 | SEC |
| 19 August 2026 | 20 | $72.35 | SEC |
| 18 August 2026 | 38 | $73.76 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.