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U-Haul Holding Co /NV/ hedge fund holdings

UHALNYSE
$61.10-0.79 (-1.28%)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 · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.4%). 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 20256263$92.3M$53.8M199Aug 14, 2025
Q3 20257573$67.8M$109M196Nov 14, 2025
Q4 20257378$61.6M$66.7M192Feb 14, 2026
Q1 20267373$73.2M$60.6M197May 15, 2026
Q2 202610456$148M$79.1M214Aug 14, 2026

Quarterly action breakdown

Q2 2026
214 filers
New position
39
$13.6M+208K sh
Increased
65
$135M+2.06M sh
Reduced
38
-$32.9M-503K sh
Out / sold
18
-$46.2M-706K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Southpoint Capital Advisors LPSell 100%-$17.3M$00.00%Aug 14, 2026
Gotham Asset Management, LLCAdded 410.08%+$11.7M$14.5M0.03%Aug 14, 2026
Scharf Investments, LLCAdded 27.97%+$5.89M$27M0.89%Jul 13, 2026
Quantinno Capital Management LPAdded 34.17%+$5.46M$21.4M0.03%Aug 13, 2026
VANGUARD ASSET MANAGEMENT, LtdReduce 80.76%-$4.13M$985K0.00%Aug 13, 2026
Deltroit Asset Management (UK) LLPSell 100%-$4.03M$00.00%Aug 14, 2026
Lighthouse Investment Partners, LLCReduce 68.89%-$3.99M$1.8M0.05%Aug 14, 2026
Old West Investment Management, LLCSell 100%-$3.79M$00.00%Aug 6, 2026
Ethic Inc.Reduce 84.80%-$2.24M$402K0.01%Jul 29, 2026
ArrowMark Colorado Holdings LLCReduce 15.67%-$1.88M$10.1M0.42%Aug 13, 2026
Orvieto Partners, L.P.Reduce 35.08%-$1.82M$3.36M2.19%Aug 13, 2026
Worldquant Millennium Advisors LLCAdded 419.49%+$1.56M$1.93M0.01%Aug 14, 2026
Inceptionr LLCSell 100%-$709K$00.00%Aug 11, 2026
Maverick Capital LtdSell 100%-$651K$00.00%Aug 14, 2026
Inspire Investing, LLCNew Buy+$616K$616K0.03%Aug 12, 2026
VARCOV Co.Reduce 25.82%-$506K$1.45M0.55%Aug 14, 2026
Farringdon Capital, Ltd.Sell 100%-$442K$00.00%Aug 12, 2026
Summit Trail Advisors, LLCReduce 17.53%-$343K$1.61M0.02%Aug 11, 2026
Knightsbridge Asset Management, LLCAdded 99.34%+$340K$683K0.05%Aug 13, 2026
Flow Traders U.S. LLCSell 100%-$283K$00.00%Aug 14, 2026
Jain Global LLCNew Buy+$276K$276K0.00%Aug 14, 2026
Mraz, Amerine & Associates, Inc.New Buy+$267K$267K0.04%Jul 16, 2026
Graham Capital Management, L.P.New Buy+$264K$264K0.00%Aug 14, 2026
Frec Markets, Inc.New Buy+$258K$258K0.02%Aug 13, 2026
HUB Investment Partners, LLCNew Buy+$248K$248K0.00%Jul 31, 2026
Optas, LLCNew Buy+$244K$244K0.03%Jul 21, 2026
Sequoia Financial Advisors, LLCSell 100%-$235K$00.00%Jul 17, 2026
Quadcap Wealth Management, LLCNew Buy+$235K$235K0.02%Jul 31, 2026
Baker Ellis Asset Management LLCNew Buy+$226K$226K0.02%Jul 23, 2026
Treasurer of the State of North CarolinaNew Buy+$216K$216K0.00%Aug 14, 2026
Axq Capital, LPAdded 34.53%+$168K$653K0.07%Aug 6, 2026
Caxton Associates LLPAdded 15.90%+$108K$787K0.01%Aug 14, 2026
Daiwa Securities Group Inc.New Buy+$101K$101K0.00%Jul 31, 2026
Wallace Capital Management Inc.Reduce 3.16%-$96.5K$2.96M0.32%Aug 14, 2026
Institute for Wealth Management, LLC.New Buy+$89.5K$89.5K0.01%Jul 28, 2026
Bruce & Co., Inc.Reduce 1.76%-$85.1K$4.75M1.29%Aug 14, 2026
Mgo One Seven LLCReduce 12.39%-$68.8K$486K0.01%Jul 31, 2026
CX InstitutionalNew Buy+$56K$56K0.00%Jul 2, 2026
Opal Wealth Advisors, LLCSell 100%-$50.6K$00.00%Jul 20, 2026
Private Capital Management, LLCReduce 4.62%-$39.9K$824K0.07%Aug 14, 2026
Blueshift Asset Management, LLCReduce 5.01%-$31.7K$602K0.14%Aug 14, 2026
Net Worth Advisory GroupReduce 6.23%-$17.7K$266K0.07%Jul 14, 2026
Mcdonald Partners LLCReduce 1.04%-$9.82K$934K0.23%Jul 28, 2026
Blair William & CoAdded 262.00%+$8.57K$11.8K0.00%Aug 11, 2026
Carnegie Lake Advisors LLCReduce 1.66%-$8.18K$486K0.18%Jul 24, 2026
Versant Capital Management, IncAdded 39.27%+$7.07K$25.1K0.00%Jul 2, 2026
Picton Mahoney Asset ManagementAdded 4.12%+$3.99K$101K0.00%Aug 13, 2026
Bellevue Asset Management, LLCNew Buy+$3.99K$3.99K0.00%Aug 4, 2026
Spire Wealth ManagementReduce 72.58%-$3.02K$1.14K0.00%Jul 15, 2026
MV Capital Management, Inc.Added 18.33%+$1.44K$9.29K0.00%Jul 30, 2026
Lodestone Wealth Management LLCReduce 91.30%-$1.38K$1310.00%Jul 24, 2026
Quent Capital, LLCNew Buy+$1.25K$1.25K0.00%Aug 7, 2026
Fiduciary Financial AdvisorsNew Buy+$981$9810.00%Aug 14, 2026
Silver Grove Financial Group, Inc.New Buy+$785$7850.00%Aug 13, 2026
JFS Wealth Advisors, LLCAdded 69.23%+$589$1.44K0.00%Jul 10, 2026
Keating Financial Advisory Services, Inc.New Buy+$524$5240.00%Aug 11, 2026
Yacktman Asset Management LPAdded 0.00%+$458$21.3M0.26%Aug 11, 2026
LifeSteps Financial, Inc.New Buy+$458$4580.00%Jul 17, 2026
Creative Capital Management Investments LLCNew Buy+$458$4580.00%Jul 24, 2026
Clearstead Trust, LLCNew Buy+$393$3930.00%Aug 6, 2026
Investors Portfolio Services LLCNew Buy+$393$3930.00%Aug 14, 2026
HFM Investment Advisors, LLCAdded 166.67%+$328$5240.00%Aug 4, 2026
Rialto Wealth Management, LLCNew Buy+$131$1310.00%Aug 11, 2026
DecisionPoint Financial, LLCNew Buy+$67$670.00%Aug 5, 2026
Sachetta, LLCNew Buy+$66$660.00%Jul 15, 2026
DiNuzzo Private Wealth, Inc.Added 16.67%+$66$4590.00%Jul 10, 2026
Bay Harbor Wealth Management, LLCAdded 100.00%+$66$1310.00%Jul 28, 2026
LRI Investments, LLCNew Buy+$65$650.00%Jul 14, 2026
Raffa Wealth Management, LLCSell 100%-$48$00.00%Jul 27, 2026
Curio Wealth, LLCSell 100%-$48$00.00%Aug 7, 2026

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