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-Q1 13F filings (latest filed 2026-05-18). 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
63 tracked funds added or opened UHAL-B while 91 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, VANGUARD CAPITAL MANAGEMENT LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UHAL-B more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 348 tracked filers holding UHAL-B, 175 increased or opened the position and 182 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 2025-Q4 and 2026-Q1 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 17
- VANGUARD CAPITAL MANAGEMENT LLC$216M
- VANGUARD PORTFOLIO MANAGEMENT LLC$189M
- VANGUARD FIDUCIARY TRUST CO$31M
- Wallace Capital Management Inc.$26M
- DigitalBridge Group, Inc.$16M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
Full exits 19
- VANGUARD GROUP INC$457M
- WELLINGTON MANAGEMENT GROUP LLP$12M
- M&T Bank Corp$12M
- TWO SIGMA ADVISERS, LP$9M
- BALYASNY ASSET MANAGEMENT L.P.$6M
- Jain Global LLC$3M
Largest adds
- D. E. Shaw & Co., Inc.$19M
- MILLENNIUM MANAGEMENT LLC$18M
- THOMPSON SIEGEL & WALMSLEY LLC$17M
- NORGES BANK$14M
- Tensile Capital Management LP$12M
- DIMENSIONAL FUND ADVISORS LP$8M
Largest trims
- Southpoint Capital Advisors LP$51M
- Smead Capital Management, Inc.$19M
- STATE OF WISCONSIN INVESTMENT BOARD$17M
- BlackRock, Inc.$13M
- Estuary Capital Management LP$13M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$10M
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. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,406,054 | $197M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,844,161 | $172M | 8.7% | 2026-Q1 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | $145M | 7.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 3,171,129 | $142M | 7.2% | 2026-Q1 |
| Smead Capital Management, Inc. trimmed | 2,146,425 | $96M | 4.9% | 2026-Q1 |
| REINHART PARTNERS, LLC. added | 1,833,018 | $82M | 4.2% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC added | 1,408,247 | $63M | 3.2% | 2026-Q1 |
| Southpoint Capital Advisors LP added | 1,138,000 | $51M | 2.6% | 2026-Q1 |
| Artisan Partners Limited Partnership trimmed | 970,663 | $43M | 2.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 583,933 | $38M | 1.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 840,194 | $38M | 1.9% | 2026-Q1 |
| NORGES BANK trimmed | 546,476 | $36M | 1.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 489,815 | $32M | 1.6% | 2026-Q2 |
| BlackRock, Inc. added | 478,754 | $31M | 1.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 510,097 | $24M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 542,888 | $24M | 1.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 391,829 | $23M | 1.1% | 2026-Q2 |
| Tweedy, Browne Co LLC trimmed | 463,332 | $21M | 1.1% | 2026-Q1 |
| Tidal Investments LLC added | 389,700 | $17M | 0.9% | 2026-Q1 |
| Tensile Capital Management LP added | 381,395 | $17M | 0.9% | 2026-Q1 |
| Invesco Ltd. added | 276,706 | $16M | 0.8% | 2026-Q2 |
| YACKTMAN ASSET MANAGEMENT LP trimmed | 325,369 | $16M | 0.8% | 2026-Q1 |
| DigitalBridge Group, Inc. new | 347,900 | $16M | 0.8% | 2026-Q1 |
| Scharf Investments, LLC trimmed | 322,002 | $15M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 317,927 | $14M | 0.7% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 309,068 | $14M | 0.7% | 2026-Q1 |
| STATE STREET CORP added | 206,087 | $13M | 0.7% | 2026-Q2 |
| Ruffer LLP trimmed | 299,133 | $13M | 0.7% | 2026-Q1 |
| Bayberry Capital Partners LP trimmed | 290,000 | $13M | 0.7% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC added | 284,375 | $13M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 282,714 | $13M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 261,571 | $12M | 0.6% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 231,635 | $11M | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 246,888 | $11M | 0.6% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 244,849 | $11M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 162,159 | $11M | 0.5% | 2026-Q2 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 210,702 | $9M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 200,791 | $9M | 0.5% | 2026-Q1 |
| ArrowMark Colorado Holdings LLC trimmed | 183,800 | $9M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 179,546 | $9M | 0.4% | 2026-Q1 |
| NFC Investments, LLC added | 178,373 | $8M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 172,395 | $8M | 0.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 148,981 | $7M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 159,214 | $7M | 0.4% | 2026-Q1 |
| Vision Capital Management, Inc. added | 157,141 | $7M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 154,380 | $7M | 0.4% | 2026-Q1 |
| Midwest Trust Co added | 153,852 | $7M | 0.3% | 2026-Q1 |
| Harspring Capital Management, LLC trimmed | 145,000 | $6M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 135,626 | $6M | 0.3% | 2026-Q1 |
| Kerrisdale Advisers, LLC added | 127,232 | $6M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 96,801 | $6M | 0.3% | 2026-Q2 |
| UBS Group AG added | 113,685 | $5M | 0.3% | 2026-Q1 |
| HARBOR CAPITAL ADVISORS, INC. added | 120,117 | $5M | 0.3% | 2026-Q1 |
| Applied Fundamental Research, LLC trimmed | 119,045 | $5M | 0.3% | 2026-Q1 |
| Mraz, Amerine & Associates, Inc. added | 117,166 | $5M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 108,752 | $5M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 77,151 | $5M | 0.3% | 2026-Q2 |
| CREDIT INDUSTRIEL ET COMMERCIAL added | 104,698 | $5M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 99,040 | $4M | 0.2% | 2026-Q1 |
| Lighthouse Investment Partners, LLC new | 88,540 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 93,505 | $4M | 0.2% | 2026-Q1 |
| Deltroit Asset Management (UK) LLP trimmed | 84,418 | $4M | 0.2% | 2026-Q1 |
| Old West Investment Management, LLC trimmed | 79,320 | $4M | 0.2% | 2026-Q1 |
| Orvieto Partners, L.P. trimmed | 79,203 | $4M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 78,233 | $4M | 0.2% | 2026-Q1 |
| Diversified Investment Strategies, LLC added | 83,329 | $4M | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC added | 80,661 | $4M | 0.2% | 2026-Q1 |
| Bruce & Co., Inc. | 73,900 | $4M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 71,421 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 68,974 | $3M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL added | 66,703 | $3M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 65,436 | $3M | 0.1% | 2026-Q1 |
| Estuary Capital Management LP trimmed | 64,800 | $3M | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 59,754 | $3M | 0.1% | 2026-Q1 |
| Man Group plc added | 61,773 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 59,574 | $3M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 44,607 | $3M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 38,963 | $3M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 52,692 | $3M | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 51,403 | $2M | 0.1% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC new | 54,900 | $2M | 0.1% | 2026-Q1 |
| Pertento Partners LLP added | 996,304 | $54M | 2.8% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 867,149 | $44M | 2.2% | 2025-Q4 stale |
| TRIAN FUND MANAGEMENT, L.P. trimmed | 338,031 | $18M | 0.9% | 2025-Q2 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 261,350 | $12M | 0.6% | 2025-Q4 stale |
| M&T Bank Corp added | 58,359 | $12M | 0.6% | 2025-Q4 stale |
| Troluce Capital Advisors LLC new | 220,000 | $11M | 0.6% | 2025-Q3 stale |
| Long Pond Capital, LP new | 188,407 | $11M | 0.6% | 2025-Q1 stale |
| Sumitomo Mitsui Trust Group, Inc. added | 178,082 | $9M | 0.5% | 2025-Q3 stale |
| Rakuten Investment Management, Inc. added | 31,515 | $9M | 0.5% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP trimmed | 174,400 | $9M | 0.4% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC trimmed | 146,540 | $9M | 0.4% | 2025-Q1 stale |
| Parkwood LLC added | 135,872 | $8M | 0.4% | 2025-Q3 stale |
| Zuckerman Investment Group, LLC trimmed | 114,111 | $7M | 0.3% | 2025-Q1 stale |
| LANDMARK INVESTMENT PARTNERS, L.P. new | 114,393 | $7M | 0.3% | 2025-Q3 stale |
| Brandywine Global Investment Management, LLC added | 116,436 | $6M | 0.3% | 2025-Q3 stale |
| SCHWARTZ INVESTMENT COUNSEL INC | 97,200 | $6M | 0.3% | 2025-Q1 stale |
| Keeley-Teton Advisors, LLC added | 89,028 | $5M | 0.3% | 2025-Q1 stale |
| Yost Capital Management, LP added | 94,800 | $5M | 0.2% | 2025-Q3 stale |
| Jain Global LLC added | 64,161 | $3M | 0.2% | 2025-Q4 stale |
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.