UHAL — AMERCO
Reported value held$294.97M
Funds holding (latest)43
SectorConsumer Discretionary
Funds holding (Q2 2026)28
Institutional value$235.07M · 3.60M sh
New / Add / Cut / Exit4 / 13 / 10 / 3
Top-5 / Top-10 concentration70.0% / 87.9%
Institutional holdings change
Accumulating +57.2%
(+1.31M sh)
Institutional value change
Up +115.6%
As of Q2 2026, 28 SEC-registered investment managers reported holding UHAL (AMERCO) in their latest 13F filings, with a combined reported value of $235.07M across 3.60M shares. That is +57.2% by share count (+1.31M shares) versus the previous quarter, while reported value moved +115.6%. Ownership is concentrated: the five largest holders account for 70.0% of reported value and the top ten for 87.9%.
Compared with the prior quarter, 4 opened new positions, 13 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UHAL is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Two Sigma Investments history | 583.93K | $38.21M | 0.03% | Add |
| Norges Bank Investment Management history | 546.48K | $35.76M | 0.00% | Hold |
| D. E. Shaw & Co history | 489.81K | $32.05M | 0.02% | Add |
| BlackRock Inc history | 478.75K | $31.33M | 0.00% | Add |
| Millennium Management history | 415.46K | $27.19M | 0.01% | Add |
| Citadel Advisors history | 179.56K | $11.75M | 0.00% | Add |
| Morgan Stanley history | 133.19K | $8.72M | 0.00% | Reduce |
| Geode Capital Management history | 128.22K | $8.39M | 0.00% | Reduce |
| Goldman Sachs Group history | 103.05K | $6.74M | 0.00% | Add |
| UBS Group AG history | 99.91K | $6.54M | 0.00% | Reduce |
| Point72 Asset Management history | 77.15K | $5.05M | 0.01% | Add |
| Arrowstreet Capital history | 61.24K | $4.01M | 0.00% | New |
| Bank of America Corp history | 46.53K | $3.04M | 0.00% | Reduce |
| Northern Trust Corp history | 46.20K | $3.02M | 0.00% | Add |
| AQR Capital Management history | 42.30K | $2.77M | 0.00% | Reduce |
| Balyasny Asset Management history | 38.96K | $2.55M | 0.00% | New |
| Marshall Wace history | 30.61K | $2.00M | 0.00% | Reduce |
| BNY Mellon history | 24.25K | $1.59M | 0.00% | Add |
| Citigroup Inc history | 24.23K | $1.59M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 16.72K | $1.14M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 11.20K | $732.92K | 0.00% | Add |
| Legal & General Investment Management America history | 5.23K | $342.25K | 0.00% | Add |
| Invesco Ltd history | 4.64K | $303.58K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.01K | $197.05K | 0.00% | Reduce |
| PNC Financial Services history | 348 | $22.77K | 0.00% | Reduce |
| Deutsche Bank AG history | 308 | $20.16K | 0.00% | Add |
| Franklin Resources history | 99 | $6.48K | 0.00% | New |
| T. Rowe Price Associates history | 7.49K | $491 | 0.00% | Add |
Q1 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 474.25K | $22.66M | 0.00% | Reduce |
| Millennium Management history | 321.29K | $15.35M | 0.01% | Add |
| D. E. Shaw & Co history | 292.28K | $13.97M | 0.01% | Add |
| Two Sigma Investments history | 209.28K | $10.00M | 0.01% | Add |
| Morgan Stanley history | 179.55K | $8.58M | 0.00% | Reduce |
| Geode Capital Management history | 148.98K | $7.12M | 0.00% | Add |
| Marshall Wace history | 137.55K | $6.57M | 0.01% | New |
| UBS Group AG history | 113.69K | $5.43M | 0.00% | Add |
| Citadel Advisors history | 93.65K | $4.47M | 0.00% | Add |
| Goldman Sachs Group history | 52.69K | $2.52M | 0.00% | Reduce |
| Bank of America Corp history | 51.40K | $2.46M | 0.00% | Add |
| AQR Capital Management history | 47.55K | $2.23M | 0.00% | Reduce |
| Northern Trust Corp history | 45.53K | $2.18M | 0.00% | Reduce |
| Point72 Asset Management history | 27.62K | $1.32M | 0.00% | New |
| Citigroup Inc history | 25.80K | $1.23M | 0.00% | Reduce |
| BNY Mellon history | 20.60K | $984.14K | 0.00% | Add |
| Maverick Capital history | 13.62K | $650.81K | 0.01% | New |
| Invesco Ltd history | 5.92K | $282.86K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.78K | $228.15K | 0.00% | Reduce |
| Renaissance Technologies history | 4.60K | $219.79K | 0.00% | Reduce |
| Janus Henderson Group history | 4.40K | $210.06K | 0.00% | Hold |
| Legal & General Investment Management America history | 3.92K | $187.15K | 0.00% | Reduce |
| Wells Fargo & Co history | 3.21K | $153.43K | 0.00% | Reduce |
| PNC Financial Services history | 377 | $18.01K | 0.00% | Reduce |
| Deutsche Bank AG history | 271 | $12.95K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.49K | $310 | 0.00% | Add |
Q4 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 867.15K | $43.71M | 0.00% | Add |
| Norges Bank Investment Management history | 546.48K | $27.55M | 0.00% | Add |
| BlackRock Inc history | 507.27K | $25.57M | 0.00% | Add |
| D. E. Shaw & Co history | 193.72K | $9.77M | 0.01% | Add |
| Morgan Stanley history | 191.48K | $9.65M | 0.00% | Add |
| Two Sigma Investments history | 170.77K | $8.61M | 0.01% | Reduce |
| Geode Capital Management history | 127.95K | $6.45M | 0.00% | Reduce |
| AQR Capital Management history | 72.72K | $3.67M | 0.00% | Reduce |
| Northern Trust Corp history | 67.56K | $3.41M | 0.00% | Add |
| Goldman Sachs Group history | 59.79K | $3.01M | 0.00% | Add |
| UBS Group AG history | 51.54K | $2.60M | 0.00% | Add |
| Bank of America Corp history | 38.93K | $1.96M | 0.00% | Reduce |
| Arrowstreet Capital history | 33.02K | $1.66M | 0.00% | Add |
| Citigroup Inc history | 29.39K | $1.48M | 0.00% | Reduce |
| Citadel Advisors history | 25.33K | $1.28M | 0.00% | Reduce |
| BNY Mellon history | 19.87K | $1.00M | 0.00% | Add |
| Millennium Management history | 11.97K | $603.46K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11.26K | $567.56K | 0.00% | Add |
| JPMorgan Chase & Co history | 10.46K | $527.54K | 0.00% | Add |
| Renaissance Technologies history | 9.30K | $468.81K | 0.00% | New |
| Deutsche Bank AG history | 8.58K | $432.57K | 0.00% | Add |
| Invesco Ltd history | 6.31K | $318.29K | 0.00% | Hold |
| Wells Fargo & Co history | 6.07K | $305.93K | 0.00% | Reduce |
| Legal & General Investment Management America history | 5.06K | $255.02K | 0.00% | Add |
| Janus Henderson Group history | 4.40K | $222.02K | 0.00% | New |
| PNC Financial Services history | 513 | $25.86K | 0.00% | Reduce |
| T. Rowe Price Associates history | 5.79K | $292 | 0.00% | Reduce |
Q3 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 850.59K | $48.54M | 0.00% | Reduce |
| BlackRock Inc history | 447.09K | $25.52M | 0.00% | Reduce |
| Millennium Management history | 222.65K | $12.71M | 0.01% | Reduce |
| Two Sigma Investments history | 174.12K | $9.94M | 0.02% | Add |
| Morgan Stanley history | 148.86K | $8.50M | 0.00% | Add |
| Geode Capital Management history | 134.86K | $7.70M | 0.00% | Reduce |
| Citadel Advisors history | 127.61K | $7.28M | 0.00% | Add |
| D. E. Shaw & Co history | 103.15K | $5.89M | 0.00% | Add |
| Franklin Resources history | 182.76K | $5.47M | 0.00% | Add |
| AQR Capital Management history | 81.63K | $4.66M | 0.00% | Reduce |
| Point72 Asset Management history | 46.22K | $2.64M | 0.01% | Add |
| Bank of America Corp history | 45.20K | $2.58M | 0.00% | Add |
| Northern Trust Corp history | 33.42K | $1.91M | 0.00% | Reduce |
| UBS Group AG history | 33.08K | $1.89M | 0.00% | Add |
| Citigroup Inc history | 31.95K | $1.82M | 0.00% | Reduce |
| Goldman Sachs Group history | 29.78K | $1.70M | 0.00% | Add |
| Arrowstreet Capital history | 29.58K | $1.69M | 0.00% | Add |
| BNY Mellon history | 18.49K | $1.06M | 0.00% | Reduce |
| Wells Fargo & Co history | 18.04K | $1.03M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 9.63K | $549.81K | 0.00% | Add |
| Deutsche Bank AG history | 8.42K | $480.42K | 0.00% | Add |
| Invesco Ltd history | 6.29K | $358.91K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.48K | $198.47K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.69K | $96.45K | 0.00% | Reduce |
| PNC Financial Services history | 606 | $34.58K | 0.00% | Reduce |
| T. Rowe Price Associates history | 7.27K | $415 | 0.00% | Add |
Q2 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 862.24K | $52.22M | 0.00% | Add |
| Norges Bank Investment Management history | 534.47K | $32.37M | 0.00% | Add |
| BlackRock Inc history | 474.06K | $28.71M | 0.00% | Add |
| Millennium Management history | 349.20K | $21.15M | 0.01% | Add |
| Geode Capital Management history | 151.02K | $9.15M | 0.00% | Reduce |
| Two Sigma Investments history | 105.97K | $6.42M | 0.01% | Add |
| AQR Capital Management history | 103.52K | $6.26M | 0.01% | Add |
| Morgan Stanley history | 102.02K | $6.18M | 0.00% | Add |
| Citadel Advisors history | 89.32K | $5.41M | 0.00% | Reduce |
| D. E. Shaw & Co history | 78.51K | $4.75M | 0.00% | Add |
| Northern Trust Corp history | 34.96K | $2.12M | 0.00% | Reduce |
| Citigroup Inc history | 32.12K | $1.95M | 0.00% | Add |
| Point72 Asset Management history | 28.10K | $1.70M | 0.00% | New |
| UBS Group AG history | 27.07K | $1.64M | 0.00% | Reduce |
| Bank of America Corp history | 26.48K | $1.60M | 0.00% | Add |
| BNY Mellon history | 20.48K | $1.24M | 0.00% | Reduce |
| Goldman Sachs Group history | 18.51K | $1.12M | 0.00% | Add |
| Wells Fargo & Co history | 18.20K | $1.10M | 0.00% | Add |
| Arrowstreet Capital history | 15.67K | $949.22K | 0.00% | New |
| JPMorgan Chase & Co history | 8.70K | $526.57K | 0.00% | Reduce |
| Renaissance Technologies history | 8.20K | $496.59K | 0.00% | Reduce |
| Franklin Resources history | 7.14K | $432.58K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.31K | $260.90K | 0.00% | Add |
| Invesco Ltd history | 3.44K | $208.51K | 0.00% | Add |
| Legal & General Investment Management America history | 1.85K | $111.97K | 0.00% | Add |
| PNC Financial Services history | 764 | $46.27K | 0.00% | Reduce |
| Deutsche Bank AG history | 451 | $27.31K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.90K | $418 | 0.00% | Add |
Q1 2025 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 847.18K | $55.37M | 0.00% | Add |
| BlackRock Inc history | 470.03K | $30.72M | 0.00% | Add |
| Geode Capital Management history | 164.91K | $10.78M | 0.00% | Add |
| Two Sigma Investments history | 100.70K | $6.58M | 0.01% | Reduce |
| AQR Capital Management history | 102.51K | $6.58M | 0.01% | Add |
| Morgan Stanley history | 98.78K | $6.46M | 0.00% | Add |
| Citadel Advisors history | 95.93K | $6.27M | 0.00% | Add |
| UBS Group AG history | 88.19K | $5.76M | 0.00% | Add |
| D. E. Shaw & Co history | 77.05K | $5.04M | 0.01% | Add |
| Millennium Management history | 55.97K | $3.66M | 0.00% | New |
| Northern Trust Corp history | 38.04K | $2.49M | 0.00% | Add |
| Citigroup Inc history | 29.48K | $1.93M | 0.00% | Reduce |
| BNY Mellon history | 22.05K | $1.44M | 0.00% | Reduce |
| Wells Fargo & Co history | 16.89K | $1.10M | 0.00% | Reduce |
| Renaissance Technologies history | 14.87K | $971.64K | 0.00% | Reduce |
| Bank of America Corp history | 10.61K | $693.34K | 0.00% | Add |
| JPMorgan Chase & Co history | 9.81K | $640.92K | 0.00% | Hold |
| Goldman Sachs Group history | 7.92K | $517.46K | 0.00% | Add |
| Franklin Resources history | 7.15K | $467.32K | 0.00% | Add |
| Invesco Ltd history | 3.42K | $223.73K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.19K | $208.78K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.54K | $100.79K | 0.00% | Add |
| PNC Financial Services history | 1.11K | $72.61K | 0.00% | Add |
| Deutsche Bank AG history | 631 | $41.24K | 0.00% | Reduce |
| Amundi US history | 95 | $6.13K | 0.00% | Reduce |
| T. Rowe Price Associates history | 6.76K | $442 | 0.00% | Add |
New Positions (Q2 2026)
- Arrowstreet Capital 61.24K sh · $4.01M
- Balyasny Asset Management 38.96K sh · $2.55M
- JPMorgan Chase & Co 16.72K sh · $1.14M
- Franklin Resources 99 sh · $6.48K
Fully Exited (vs previous quarter)
- Maverick Capital sold 13.62K sh · $650.81K
- Renaissance Technologies sold 4.60K sh · $219.79K
- Janus Henderson Group sold 4.40K sh · $210.06K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Two Sigma Investments | 583.93K | 209.28K | 170.77K | 174.12K | 105.97K | 100.70K | 112.98K | 45.22K | 39.48K | 47.36K | 48.70K | 9.70K | 22.32K | 20.60K | 59.17K | — | — | — | — | — |
| Norges Bank Investment Management | 546.48K | — | 546.48K | — | 534.47K | — | 406.82K | — | 338.72K | — | 274.16K | — | — | — | 58.02K | — | — | — | — | — |
| D. E. Shaw & Co | 489.81K | 292.28K | 193.72K | 103.15K | 78.51K | 77.05K | 47.56K | 12.90K | 9.00K | 12.72K | 32.15K | 31.07K | 38.04K | 57.41K | 68.05K | 57.27K | 49.33K | 24.98K | 2.18K | 548 |
| BlackRock Inc | 478.75K | 474.25K | 507.27K | 447.09K | 474.06K | 470.03K | 423.08K | 418.38K | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 415.46K | 321.29K | 11.97K | 222.65K | 349.20K | 55.97K | — | 92.08K | — | — | 10.44K | 310.46K | 339.82K | 459.58K | 375.56K | 1.32K | 651 | 1.71K | 18.55K | 8.88K |
| Citadel Advisors | 179.56K | 93.65K | 25.33K | 127.61K | 89.32K | 95.93K | 35.08K | 6.50K | 42.17K | 53.31K | 56.42K | 30.80K | 32.92K | 95.69K | 64.55K | 6.71K | 12.28K | 25.30K | 22.87K | 18.70K |
| Morgan Stanley | 133.19K | 179.55K | 191.48K | 148.86K | 102.02K | 98.78K | 93.70K | 139.91K | 133.63K | 121.53K | 71.11K | 73.07K | 82.20K | 149.27K | 133.48K | 60.79K | 58.85K | 33.45K | 33.90K | 34.63K |
| Geode Capital Management | 128.22K | 148.98K | 127.95K | 134.86K | 151.02K | 164.91K | 160.74K | 177.68K | 157.51K | 155.28K | 145.26K | 154.08K | 144.56K | 148.54K | 127.05K | 139.54K | 139.73K | 142.44K | 138.58K | 133.77K |
| Goldman Sachs Group | 103.05K | 52.69K | 59.79K | 29.78K | 18.51K | 7.92K | 6.59K | 10.96K | 9.60K | 4.61K | 4.50K | 11.16K | 7.13K | 4.95K | 56.12K | 23.77K | 26.98K | 39.50K | 149.55K | 163.33K |
| UBS Group AG | 99.91K | 113.69K | 51.54K | 33.08K | 27.07K | 88.19K | 37.77K | 3.96K | 5.11K | 6.28K | 3.29K | 3.76K | 5.23K | 22.52K | 1.13K | 4.89K | 3.42K | 2.99K | 4.06K | 4.39K |
| Point72 Asset Management | 77.15K | 27.62K | — | 46.22K | 28.10K | — | — | — | — | 3.90K | — | — | — | — | — | — | — | — | — | — |
| Arrowstreet Capital | 61.24K | — | 33.02K | 29.58K | 15.67K | — | — | — | — | — | — | — | — | — | — | 28.17K | 37.50K | 33.81K | 34.83K | 22.70K |
| Bank of America Corp | 46.53K | 51.40K | 38.93K | 45.20K | 26.48K | 10.61K | 7.66K | 5.65K | 1.95K | 13.37K | 15.24K | 8.03K | 5.97K | 5.70K | 7.95K | 13.46K | 16.35K | 11.43K | 8.41K | 8.13K |
| Northern Trust Corp | 46.20K | 45.53K | 67.56K | 33.42K | 34.96K | 38.04K | 34.54K | 33.64K | 33.13K | 32.30K | 36.47K | 32.85K | 33.97K | 33.97K | 34.68K | 64.99K | 63.57K | 65.76K | 68.86K | 76.49K |
| AQR Capital Management | 42.30K | 47.55K | 72.72K | 81.63K | 103.52K | 102.51K | 101.16K | 100.78K | 103.10K | 98.15K | 101.25K | 105.03K | 99.99K | 102.12K | 102.14K | 119.99K | 181.28K | 180.99K | 182.34K | 135.67K |
| Balyasny Asset Management | 38.96K | — | — | — | — | — | — | — | — | — | — | — | — | 27.33K | — | — | — | 11.81K | — | — |
| Marshall Wace | 30.61K | 137.55K | — | — | — | — | 25.75K | 47.13K | 82.20K | 93.80K | 107.81K | 135.91K | 158.85K | 41.11K | 64.62K | — | — | 2.03K | 712 | 3.37K |
| BNY Mellon | 24.25K | 20.60K | 19.87K | 18.49K | 20.48K | 22.05K | 22.81K | 22.63K | 22.35K | 19.66K | 46.99K | 50.86K | 59.21K | 55.82K | 47.19K | 42.76K | 36.36K | 34.41K | 37.51K | 37.33K |
| Citigroup Inc | 24.23K | 25.80K | 29.39K | 31.95K | 32.12K | 29.48K | 33.33K | 29.51K | 19.56K | 14.15K | 11.44K | 3.10K | 3.48K | 22.69K | 7.44K | 7.74K | 8.40K | 4.73K | 4.43K | 13.87K |
| JPMorgan Chase & Co | 16.72K | — | 10.46K | 9.63K | 8.70K | 9.81K | 9.82K | 7.83K | 9.53K | 9.30K | 9.92K | 12.30K | 8.97K | 11.34K | 6.47K | 17.02K | 15.71K | 15.15K | 12.83K | 12.91K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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