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U-Haul Holding Co /NV/ hedge fund holdings

UHAL.BNYSE
$53.76-0.58 (-1.07%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UHAL.B · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+5.7%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20259684$144M$172M298Aug 14, 2025
Q3 202510692$246M$157M316Nov 14, 2025
Q4 202597145$172M$250M294Feb 14, 2026
Q1 2026102110$197M$201M283May 15, 2026
Q2 202611490$244M$284M313Aug 14, 2026

Quarterly action breakdown

Q2 2026
313 filers
New position
47
$50M+866K sh
Increased
67
$194M+3.37M sh
Reduced
74
-$183M-3.18M sh
Out / sold
16
-$100M-1.74M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Southpoint Capital Advisors LPSell 100%-$50.8M$00.00%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCReduce 22.09%-$40.4M$143M0.42%Aug 14, 2026
Thompson Siegel & Walmsley LLCReduce 33.66%-$27.3M$53.9M0.97%Aug 11, 2026
Artisan Partners Limited PartnershipReduce 35.86%-$20.1M$35.9M0.06%Aug 13, 2026
Ruffer LLPSell 100%-$13.4M$00.00%Jul 30, 2026
Deltroit Asset Management (UK) LLPNew Buy+$12.2M$12.2M1.76%Aug 14, 2026
Edgestream Partners, L.P.Added 930.18%+$9.11M$10.1M0.30%Aug 11, 2026
Yacktman Asset Management LPAdded 2.46%+$8.59M$358M4.42%Aug 11, 2026
Reinhart Partners, LLC.Added 6.44%+$6.81M$113M2.57%Jul 8, 2026
Smead Capital Management, Inc.Reduce 5.37%-$6.65M$117M2.51%Aug 11, 2026
Harspring Capital Management, LLCSell 100%-$6.48M$00.00%Aug 14, 2026
Bayberry Capital Partners LPReduce 36.21%-$6.06M$10.7M3.68%Aug 14, 2026
Knightsbridge Asset Management, LLCAdded 200.04%+$4.94M$7.41M0.50%Aug 13, 2026
DigitalBridge Group, Inc.Reduce 20.68%-$4.15M$15.9M0.95%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 359.62%+$4.03M$5.15M0.00%Aug 13, 2026
Scharf Investments, LLCReduce 7.60%-$3.9M$47.4M1.57%Jul 13, 2026
Tensile Capital Management LPReduce 16.99%-$3.74M$18.3M2.52%Aug 14, 2026
Estuary Capital Management LPSell 100%-$2.89M$00.00%Aug 14, 2026
Logan Stone Capital, LLCNew Buy+$2.89M$2.89M0.61%Aug 14, 2026
Ethic Inc.New Buy+$2.07M$2.07M0.03%Jul 29, 2026
Bruce & Co., Inc.Reduce 7.74%-$2.02M$24.1M6.51%Aug 14, 2026
Orvieto Partners, L.P.Added 40.17%+$1.4M$4.9M3.19%Aug 13, 2026
Allstate CorpReduce 86.19%-$1.39M$223K0.00%Aug 13, 2026
Freestone Grove Partners LPReduce 82.17%-$1.33M$289K0.00%Aug 14, 2026
Tidal Investments LLCReduce 5.61%-$1.26M$21.2M0.04%Aug 13, 2026
Fieldview Capital Management, LLCReduce 77.85%-$1.24M$353K0.10%Aug 14, 2026
Credit Industriel Et CommercialAdded 20.25%+$1.22M$7.26M0.47%Jul 24, 2026
Summit Trail Advisors, LLCReduce 65.30%-$938K$498K0.01%Aug 11, 2026
Harbor Capital Advisors, Inc.Reduce 12.88%-$893K$6.04M0.41%Aug 7, 2026
Wallace Capital Management Inc.Added 2.85%+$893K$32.2M3.53%Aug 14, 2026
Farringdon Capital, Ltd.New Buy+$852K$852K0.42%Aug 12, 2026
Fox Run Management, L.L.C.Sell 100%-$726K$00.00%Aug 4, 2026
Quantinno Capital Management LPAdded 16.93%+$639K$4.42M0.01%Aug 13, 2026
Gratia Capital, LLCReduce 22.44%-$602K$2.08M1.26%Aug 14, 2026
Johnson Financial Group, LLCNew Buy+$597K$597K0.03%Aug 6, 2026
Frec Markets, Inc.New Buy+$591K$591K0.05%Aug 13, 2026
Storebrand Asset Management AsReduce 12.84%-$529K$3.59M0.01%Aug 12, 2026
Catalyst Funds Management Pty LtdAdded 100.82%+$494K$985K0.06%Aug 10, 2026
Cascade Financial Partners, LLCNew Buy+$478K$478K0.04%Aug 4, 2026
Susquehanna Fundamental Investments, LLCAdded 13.37%+$460K$3.9M0.07%Aug 14, 2026
Campbell & CO Investment Adviser LLCNew Buy+$459K$459K0.02%Aug 3, 2026
Ashton Thomas Securities, LLCReduce 23.31%-$453K$1.49M0.22%Jul 27, 2026
First Foundation AdvisorsAdded 26.81%+$451K$2.13M0.08%Aug 14, 2026
State of New Jersey Common Pension Fund DReduce 14.21%-$386K$2.33M0.01%Aug 4, 2026
Machina Capital S.A.S.New Buy+$386K$386K0.06%Aug 10, 2026
Systematic Financial Management LPReduce 2.55%-$360K$13.8M0.27%Aug 14, 2026
Susquehanna Portfolio Strategies, LLCNew Buy+$344K$344K0.01%Aug 14, 2026
Handelsbanken Fonder ABAdded 22.75%+$335K$1.81M0.01%Jul 10, 2026
Gem Investment Advisors, LLCAdded 28.20%+$331K$1.5M0.92%Aug 11, 2026
CIBC Asset Management IncNew Buy+$315K$315K0.00%Aug 3, 2026
BCGM Wealth Management, LLCAdded 6.31%+$294K$4.95M1.05%Aug 4, 2026
Axq Capital, LPAdded 91.28%+$292K$613K0.07%Aug 6, 2026
Stratos Wealth Partners, LTD.New Buy+$275K$275K0.00%Aug 11, 2026
Hyperion Capital Advisors LPReduce 15.55%-$265K$1.44M0.65%Aug 14, 2026
Lido Advisors, LLCNew Buy+$237K$237K0.00%Aug 7, 2026
PFG Investments, LLCNew Buy+$234K$234K0.01%Jul 23, 2026
State of Alaska, Department of RevenueReduce 10.53%-$231K$1.96M0.02%Jul 20, 2026
Robotti RobertReduce 8.51%-$231K$2.48M0.40%Aug 10, 2026
Proficio Capital Partners LLCNew Buy+$224K$224K0.01%Aug 17, 2026
Lecap Asset Management LtdSell 100%-$213K$00.00%Jul 30, 2026
Sequoia Financial Advisors, LLCNew Buy+$212K$212K0.00%Jul 17, 2026
Holocene Advisors, LPSell 100%-$208K$00.00%Aug 14, 2026
Xponance LLCReduce 30.48%-$197K$450K0.00%Aug 10, 2026
Blair William & CoAdded 41.42%+$177K$603K0.00%Aug 11, 2026
First Trust Advisors LPReduce 1.63%-$162K$9.79M0.01%Aug 11, 2026
Oppenheimer Asset Management Inc.Reduce 6.59%-$136K$1.93M0.02%Aug 3, 2026
Oppenheimer & Close, LLCAdded 1.74%+$135K$7.91M4.99%Aug 12, 2026
Vision Capital Management, Inc.Reduce 1.37%-$124K$8.94M1.02%Aug 10, 2026
KBC Group NVAdded 4.56%+$110K$2.53M0.01%Aug 5, 2026
Greenleaf TrustReduce 16.01%-$110K$578K0.01%Jul 21, 2026
Midwest Trust CoReduce 1.22%-$108K$8.77M0.10%Aug 5, 2026
Aster Capital Management (DIFC) LtdSell 100%-$106K$00.00%Aug 14, 2026
Vanguard Investments Australia, Ltd.Reduce 4.48%-$77.5K$1.65M0.00%Aug 13, 2026
Chemistry Wealth Management LLCAdded 3.09%+$73.7K$2.46M0.39%Jul 9, 2026
Composition Wealth, LLCReduce 20.09%-$68.8K$273K0.00%Jul 22, 2026
IFG Advisory, LLCNew Buy+$62.7K$62.7K0.00%Aug 14, 2026
Lipe & DaltonReduce 8.65%-$60.8K$642K0.30%Jul 14, 2026
Camelot Portfolios, LLCReduce 5.71%-$59.7K$986K0.69%Jul 17, 2026
Pictet Asset Management Holding SAReduce 5.79%-$57.4K$934K0.00%Jul 30, 2026
Mraz, Amerine & Associates, Inc.Reduce 0.84%-$56.8K$6.7M0.96%Jul 16, 2026
Nomura Asset Management Co LtdReduce 58.00%-$50.2K$36.4K0.00%Aug 13, 2026
Treasurer of the State of North CarolinaAdded 1.26%+$38.7K$3.11M0.01%Aug 14, 2026
Ensign Peak Advisors, IncReduce 11.96%-$31.7K$234K0.00%Aug 14, 2026
Tweedy, Browne Co LLCReduce 0.11%-$29.1K$26.7M2.02%Aug 7, 2026
Third Avenue Management LLCReduce 0.18%-$29K$16.4M2.62%Aug 12, 2026
Baker Ellis Asset Management LLCReduce 11.01%-$28.9K$233K0.02%Jul 23, 2026
Steadtrust LLCReduce 6.96%-$28.9K$385K0.19%Jul 9, 2026
Assetmark, IncReduce 24.51%-$26.2K$80.7K0.00%Jul 30, 2026
Swiss Life Asset Management LtdAdded 3.29%+$23.8K$749K0.00%Jul 29, 2026
Lodestone Wealth Management LLCReduce 2.16%-$23.2K$1.05M0.37%Jul 24, 2026
&PartnersAdded 2.40%+$21.6K$922K0.00%Aug 14, 2026
Legacy Wealth Asset Management, LLCAdded 3.33%+$19.8K$615K0.13%Jul 9, 2026
Institute for Wealth Management, LLC.Reduce 1.38%-$16K$1.14M0.10%Jul 28, 2026
Destiny Wealth Partners, LLCSell 100%-$15.4K$00.00%Aug 7, 2026
Quent Capital, LLCAdded 435.42%+$12.1K$14.8K0.00%Aug 7, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 15.10%-$11.8K$66.2K0.00%Aug 13, 2026
Versant Capital Management, IncAdded 31.48%+$11.4K$47.7K0.00%Jul 2, 2026
Lakewood Asset Management LLCReduce 0.46%-$9.41K$2.05M1.12%Aug 6, 2026
Inkwell Capital LLCReduce 0.27%-$7.62K$2.82M2.93%Aug 3, 2026
Bokf, NANew Buy+$7.5K$7.5K0.00%Aug 10, 2026

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