Who owns U-Haul Holding (UHAL-B)
Which tracked institutional funds hold UHAL-B, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UHAL-B company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UHAL-B is one-sided between 2026-Q1 and 2026-Q2: 146 added or opened and 41 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UHAL-B’s largest tracked holder by dollar value, YACKTMAN ASSET MANAGEMENT LP, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UHAL-B divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 357 tracked filers holding UHAL-B, 194 increased or opened the position and 166 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UHAL-B between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 14
- MACKENZIE FINANCIAL CORP$19M
- Capula Management Ltd$6M
- FRANKLIN RESOURCES INC$6M
- ALGERT GLOBAL LLC$4M
- Jupiter Topco LLC$3M
- Logan Stone Capital, LLC$3M
Full exits 28
- Southpoint Capital Advisors LP$68M
- THOMPSON SIEGEL & WALMSLEY LLC$63M
- Ruffer LLP$13M
- HRT FINANCIAL LP$11M
- NFC Investments, LLC$8M
- Harspring Capital Management, LLC$6M
Largest adds
- DIMENSIONAL FUND ADVISORS LP$98M
- YACKTMAN ASSET MANAGEMENT LP$93M
- BlackRock, Inc.$69M
- VANGUARD CAPITAL MANAGEMENT LLC$66M
- VANGUARD PORTFOLIO MANAGEMENT LLC$52M
- D. E. Shaw & Co., Inc.$46M
Largest trims
- RAYMOND JAMES FINANCIAL INC$8M
- Artisan Partners Limited Partnership$7M
- MARSHALL WACE, LLP$5M
- Lighthouse Investment Partners, LLC$2M
- Bayberry Capital Partners LP$2M
- ALLSTATE CORP$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP added | 6,197,210 | $358M | 10.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,703,268 | $271M | 7.6% | 2026-Q2 |
| BlackRock, Inc. added | 4,612,533 | $266M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,400,067 | $254M | 7.1% | 2026-Q2 |
| FMR LLC trimmed | 4,216,288 | $243M | 6.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,768,481 | $217M | 6.1% | 2026-Q2 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | $188M | 5.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 2,470,586 | $143M | 4.0% | 2026-Q2 |
| Smead Capital Management, Inc. trimmed | 2,031,260 | $117M | 3.3% | 2026-Q2 |
| REINHART PARTNERS, LLC. added | 1,951,075 | $113M | 3.1% | 2026-Q2 |
| STATE STREET CORP added | 1,947,020 | $112M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,753,727 | $101M | 2.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,272,655 | $73M | 2.0% | 2026-Q2 |
| NORGES BANK added | 1,010,271 | $58M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 856,339 | $49M | 1.4% | 2026-Q2 |
| Scharf Investments, LLC trimmed | 821,423 | $47M | 1.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 755,372 | $44M | 1.2% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 671,246 | $39M | 1.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 583,933 | $38M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 630,447 | $36M | 1.0% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 622,578 | $36M | 1.0% | 2026-Q2 |
| Wallace Capital Management Inc. added | 557,360 | $32M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 536,227 | $31M | 0.9% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 415,461 | $27M | 0.8% | 2026-Q2 |
| Tweedy, Browne Co LLC trimmed | 462,827 | $27M | 0.7% | 2026-Q2 |
| Bruce & Co., Inc. trimmed | 417,000 | $24M | 0.7% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 351,018 | $23M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 327,776 | $21M | 0.6% | 2026-Q2 |
| Tidal Investments LLC trimmed | 367,854 | $21M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 361,408 | $21M | 0.6% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP new | 322,538 | $19M | 0.5% | 2026-Q2 |
| Tensile Capital Management LP trimmed | 316,610 | $18M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp added | 293,393 | $17M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 286,681 | $17M | 0.5% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC trimmed | 283,872 | $16M | 0.5% | 2026-Q2 |
| Invesco Ltd. added | 276,706 | $16M | 0.4% | 2026-Q2 |
| DigitalBridge Group, Inc. trimmed | 275,961 | $16M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 257,568 | $15M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 254,365 | $15M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC added | 221,815 | $15M | 0.4% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 238,617 | $14M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 205,093 | $13M | 0.4% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 218,963 | $13M | 0.4% | 2026-Q2 |
| Deltroit Asset Management (UK) LLP added | 212,271 | $12M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 209,012 | $12M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 207,479 | $12M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 203,600 | $12M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 187,828 | $11M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 187,386 | $11M | 0.3% | 2026-Q2 |
| Bayberry Capital Partners LP trimmed | 185,000 | $11M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 162,159 | $11M | 0.3% | 2026-Q2 |
| ArrowMark Colorado Holdings LLC trimmed | 155,000 | $10M | 0.3% | 2026-Q2 |
| Edgestream Partners, L.P. added | 174,884 | $10M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 169,585 | $10M | 0.3% | 2026-Q2 |
| Vision Capital Management, Inc. trimmed | 154,986 | $9M | 0.2% | 2026-Q2 |
| Midwest Trust Co trimmed | 151,973 | $9M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 140,181 | $8M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 139,181 | $8M | 0.2% | 2026-Q2 |
| Oppenheimer & Close, LLC added | 137,032 | $8M | 0.2% | 2026-Q2 |
| UBS Group AG added | 130,984 | $8M | 0.2% | 2026-Q2 |
| Kerrisdale Advisers, LLC | 127,232 | $7M | 0.2% | 2026-Q2 |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 125,898 | $7M | 0.2% | 2026-Q2 |
| Applied Fundamental Research, LLC | 119,045 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 117,470 | $7M | 0.2% | 2026-Q2 |
| Mraz, Amerine & Associates, Inc. trimmed | 116,181 | $7M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 107,003 | $6M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 105,894 | $6M | 0.2% | 2026-Q2 |
| Man Group plc added | 102,831 | $6M | 0.2% | 2026-Q2 |
| Capula Management Ltd added | 101,811 | $6M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 96,801 | $6M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 96,757 | $6M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 84,524 | $6M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 89,285 | $5M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 88,728 | $5M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 87,884 | $5M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 77,151 | $5M | 0.1% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 85,754 | $5M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 85,328 | $5M | 0.1% | 2026-Q2 |
| Orvieto Partners, L.P. added | 84,944 | $5M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 84,352 | $5M | 0.1% | 2026-Q2 |
| Diversified Investment Strategies, LLC | 83,329 | $5M | 0.1% | 2026-Q2 |
| Legal & General Group Plc added | 82,515 | $5M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 72,189 | $4M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 71,853 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 67,538 | $4M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 66,663 | $4M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 62,250 | $4M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 53,160 | $3M | 0.1% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 52,994 | $3M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 48,171 | $3M | 0.1% | 2026-Q2 |
| Skylands Capital, LLC trimmed | 50,965 | $3M | 0.1% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 50,089 | $3M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 43,590 | $3M | 0.1% | 2026-Q2 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC trimmed | 49,192 | $3M | 0.1% | 2026-Q2 |
| INKWELL CAPITAL LLC trimmed | 48,880 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 42,938 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 42,298 | $3M | 0.1% | 2026-Q2 |
| NATIXIS added | 47,426 | $3M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 47,100 | $3M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 46,552 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.