UHAL · U-Haul Holding Co /NV/ · Shareholders & Ownership
$56.37
+0.76 (+1.37%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$10.80B
Shares
194.39M
Volume · Oct 20
154.12K
Avg daily vol (3M)
149.12K
Every disclosed holder of UHAL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UHAL
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 72,482,643 | 37.29% |
| Insiders (Forms 3, 4, 5) | 0 | 0.00% |
| 13D/G-only blocks | 0 | 0.00% |
| Remaining | 121,910,852 | 62.71% |
| Registered funds (N-PORT, not summed) | 2,382,819 | 1.23% |
Shares outstanding: 194,393,495, the issuer's latest cover-page count restated onto today's split basis.
Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UHAL
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
|
83,847,125 | ||
| 2 |
YACKTMAN ASSET MANAGEMENT LP
13F
CIK 905567 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
6,522,586 | ||
| 3 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
5,367,662 | ||
| 3.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
145,494 | ||
| 3.2 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
83,557 | ||
| 3.3 |
U.S. Targeted Value Portfolio
Fund
S000000970 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
67,680 | ||
| 3.4 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
61,956 | ||
| 3.5 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
45,904 | ||
| 4 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
5,091,287 | ||
| 4.1 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
33,039 | ||
| 4.2 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
12,657 | ||
| 4.3 |
iShares Russell 1000 Growth ETF
Fund
S000004346 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
11,951 | ||
| 4.4 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
11,314 | ||
| 4.5 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
11,305 | ||
| 5 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
4,825,618 | ||
| 6 |
FMR LLC
13F
CIK 315066 · Holding company · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
4,227,488 | ||
| 6.1 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
29,435 | ||
| 6.2 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
21,567 | ||
| 6.3 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
17,183 | ||
| 6.4 |
Fidelity ZERO Total Market Index Fund
Fund
S000063106 · Registered fund · Jul 31, 2026
Fidelity Concord Street Trust, not summed
|
5,045 | ||
| 6.5 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
4,300 | ||
| 7 |
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
CIK 2100121 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
4,129,050 | ||
| 8 |
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
CIK 1358706 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
3,287,870 | ||
| 9 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
CIK 1164833 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,470,586 | ||
| 10 |
STATE STREET CORP
13F
CIK 93751 · Bank · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
2,153,107 | ||
| 10.1 |
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF
Fund
S000051789 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
548 | ||
| 10.2 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
500 | ||
| 11 |
Smead Capital Management, Inc.
13F
CIK 1427008 · Registered investment adviser · Sep 30, 2026
|
2,005,288 | ||
| 12 |
REINHART PARTNERS, LLC.
13F
CIK 1080298 · Registered investment adviser · Sep 30, 2026
|
1,931,052 | ||
| 13 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
1,881,942 | ||
| 14 |
D. E. Shaw & Co., Inc.
13F
CIK 1009207 · Unknown · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
1,762,470 | ||
| 15 |
NORGES BANK
13F
CIK 1374170 · Non-US institution · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
1,556,747 | ||
| 16 |
Scharf Investments, LLC
13F
CIK 1463746 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
1,233,501 | ||
| 17 |
THOMPSON SIEGEL & WALMSLEY LLC
13F
CIK 1008322 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
934,250 | ||
| 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
856,339 | ||
| 19 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
807,290 | ||
| 20 |
STATE OF WISCONSIN INVESTMENT BOARD
13F
CIK 854157 · Pension or benefit plan · Jun 30, 2026
carried, not yet filed for the newest quarter
|
755,372 | ||
| 21 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
689,652 | ||
| 22 |
Qube Research & Technologies Ltd
13F
CIK 1729829 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
671,246 | ||
| 23 |
Artisan Partners Limited Partnership
13F
CIK 1466153 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
622,578 | ||
| 24 |
Wallace Capital Management Inc.
13F
CIK 1459754 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
602,530 | ||
| 25 |
TWO SIGMA INVESTMENTS, LP
13F
CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
583,933 | ||
| 26 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
582,427 | ||
| 26.1 |
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund
S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
|
162 | ||
| 27 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
494,595 | ||
| 28 |
Bruce & Co., Inc.
13F
CIK 1358331 · Unknown · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
489,600 | ||
| 29 |
Tweedy, Browne Co LLC
13F
CIK 732905 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
462,827 | ||
| 30 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
457,375 | ||
| 31 |
Quantinno Capital Management LP
13F
CIK 1759654 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
404,293 | ||
| 32 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
373,355 | ||
| 33 |
Tidal Investments LLC
13F
CIK 1600064 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
367,854 | ||
| 33.1 |
Peo Alphaquest(TM) Thematic Pe ETF
Fund
S000089834 · Registered fund · Dec 31, 2025
Tidal Trust III, not summed
|
178 | ||
| 34 |
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
CIK 884414 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
351,018 | ||
| 35 |
MACKENZIE FINANCIAL CORP
13F
CIK 919859 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
322,538 | ||
| 36 |
Bank of New York Mellon Corp
13F
CIK 1390777 · Bank · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
317,642 | ||
| 36.1 |
BNY Mellon US Mid Cap Core Equity ETF
Fund
S000067261 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
|
3,036 | ||
| 37 |
Tensile Capital Management LP
13F
CIK 1598843 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
316,610 | ||
| 38 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
312,065 | ||
| 38.1 |
Goldman Sachs Absolute Return Tracker Fund
Fund
S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
|
815 | ||
| 38.2 |
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund
S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
|
288 | ||
| 38.3 |
Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Fund
S000083005 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
40 | ||
| 39 |
AMERICAN CENTURY COMPANIES INC
13F
CIK 748054 · Unknown · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
305,967 | ||
| 40 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
300,894 | ||
| 41 |
AMG Yacktman Fund
Fund
S000037566 · Registered fund · Jun 30, 2026
AMG Funds, not summed
|
300,000 | ||
| 42 |
|
298,586 | ||
| 43 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
289,148 | ||
| 44 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
288,128 | ||
| 45 |
THIRD AVENUE MANAGEMENT LLC
13F
CIK 1099281 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
283,872 | ||
| 46 |
Invesco Ltd.
13F
CIK 914208 · Investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
281,345 | ||
| 47 |
DigitalBridge Group, Inc.
13F
CIK 1679688 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
275,961 | ||
| 48 |
LOS ANGELES CAPITAL MANAGEMENT LLC
13F
CIK 1177206 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
269,062 | ||
| 49 |
Trexquant Investment LP
13F
CIK 1633445 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
268,093 | ||
| 50 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
Classes UHAL, UHAL-B, carried, not yet filed for the newest quarter
|
248,629 |
44 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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