UHALB — U HAUL HOLDING COMPANY
Reported value held$1.42B
Funds holding (latest)40
Sector—
Funds holding (Q2 2026)27
Institutional value$979.25M · 17.06M sh
New / Add / Cut / Exit3 / 14 / 8 / 3
Top-5 / Top-10 concentration75.8% / 90.2%
Institutional holdings change
Accumulating +7.8%
(+1.23M sh)
Institutional value change
Up +39.3%
As of Q2 2026, 27 SEC-registered investment managers reported holding UHALB (U HAUL HOLDING COMPANY) in their latest 13F filings, with a combined reported value of $979.25M across 17.06M shares. That is +7.8% by share count (+1.23M shares) versus the previous quarter, while reported value moved +39.3%. Ownership is concentrated: the five largest holders account for 75.8% of reported value and the top ten for 90.2%.
Compared with the prior quarter, 3 opened new positions, 14 added to existing stakes, 8 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
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 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.61M | $266.14M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.22M | $243.28M | 0.01% | Reduce |
| Geode Capital Management history | 1.75M | $101.22M | 0.01% | Reduce |
| D. E. Shaw & Co history | 1.27M | $73.43M | 0.04% | Add |
| Norges Bank Investment Management history | 1.01M | $58.29M | 0.01% | Hold |
| Charles Schwab Investment Management history | 856.34K | $49.41M | 0.01% | Add |
| Northern Trust Corp history | 536.23K | $30.94M | 0.00% | Reduce |
| Millennium Management history | 391.83K | $22.61M | 0.01% | Reduce |
| Morgan Stanley history | 361.41K | $20.85M | 0.00% | Add |
| BNY Mellon history | 293.39K | $16.93M | 0.00% | Add |
| Invesco Ltd history | 276.71K | $15.97M | 0.00% | Add |
| Bank of America Corp history | 254.37K | $14.68M | 0.00% | Add |
| Goldman Sachs Group history | 209.01K | $12.06M | 0.00% | Reduce |
| Arrowstreet Capital history | 187.39K | $10.81M | 0.01% | Add |
| Wells Fargo & Co history | 139.18K | $8.03M | 0.00% | Reduce |
| UBS Group AG history | 130.98K | $7.56M | 0.00% | Add |
| Citadel Advisors history | 130.67K | $7.54M | 0.00% | Add |
| Franklin Resources history | 96.76K | $5.58M | 0.00% | New |
| Legal & General Investment Management America history | 82.52K | $4.76M | 0.00% | Add |
| JPMorgan Chase & Co history | 48.17K | $3.12M | 0.00% | New |
| AQR Capital Management history | 44.61K | $2.57M | 0.00% | Add |
| Manulife Financial history | 25.58K | $1.48M | 0.00% | Reduce |
| Citigroup Inc history | 18.66K | $1.08M | 0.00% | Add |
| Deutsche Bank AG history | 8.80K | $507.70K | 0.00% | Add |
| Prudential Financial history | 3.51K | $202.70K | 0.00% | New |
| PNC Financial Services history | 3.38K | $195.03K | 0.00% | Reduce |
| T. Rowe Price Associates history | 96.80K | $5.59K | 0.00% | Add |
Q1 2026 — 26 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 4.61M | $205.97M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 4.52M | $202.04M | 0.01% | Add |
| Geode Capital Management history | 1.79M | $80.07M | 0.01% | Add |
| D. E. Shaw & Co history | 1.01M | $45.14M | 0.03% | Add |
| Charles Schwab Investment Management history | 840.19K | $37.53M | 0.01% | Add |
| Northern Trust Corp history | 542.89K | $24.25M | 0.00% | Add |
| Millennium Management history | 474.00K | $21.17M | 0.01% | Add |
| Morgan Stanley history | 334.59K | $14.95M | 0.00% | Reduce |
| BNY Mellon history | 282.71K | $12.63M | 0.00% | Add |
| Goldman Sachs Group history | 278.80K | $12.45M | 0.00% | Add |
| Invesco Ltd history | 203.09K | $9.07M | 0.00% | Add |
| Bank of America Corp history | 201.29K | $8.99M | 0.00% | Reduce |
| Wells Fargo & Co history | 159.21K | $7.11M | 0.00% | Add |
| Legal & General Investment Management America history | 79.74K | $3.56M | 0.00% | Reduce |
| UBS Group AG history | 75.63K | $3.38M | 0.00% | Add |
| Citadel Advisors history | 75.12K | $3.36M | 0.00% | Add |
| Point72 Asset Management history | 62.63K | $2.80M | 0.00% | Add |
| Janus Henderson Group history | 47.10K | $2.10M | 0.00% | Hold |
| AQR Capital Management history | 43.85K | $1.92M | 0.00% | Add |
| Arrowstreet Capital history | 39.84K | $1.78M | 0.00% | Reduce |
| Manulife Financial history | 26.96K | $1.20M | 0.00% | Add |
| Citigroup Inc history | 17.41K | $777.48K | 0.00% | Reduce |
| Deutsche Bank AG history | 8.47K | $378.36K | 0.00% | Add |
| Amundi US history | 5.92K | $264.22K | 0.00% | Reduce |
| PNC Financial Services history | 4.07K | $181.67K | 0.00% | Add |
| T. Rowe Price Associates history | 89.17K | $3.98K | 0.00% | Add |
Q4 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.84M | $413.34M | 0.01% | Reduce |
| BlackRock Inc history | 4.63M | $216.28M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.21M | $196.90M | 0.01% | Reduce |
| Geode Capital Management history | 1.76M | $82.48M | 0.01% | Hold |
| Norges Bank Investment Management history | 1.01M | $47.22M | 0.01% | Add |
| Charles Schwab Investment Management history | 784.67K | $36.68M | 0.01% | Add |
| D. E. Shaw & Co history | 643.79K | $30.09M | 0.02% | Add |
| Northern Trust Corp history | 529.01K | $24.73M | 0.00% | Reduce |
| Morgan Stanley history | 494.37K | $23.11M | 0.00% | Reduce |
| Millennium Management history | 390.04K | $18.23M | 0.01% | Add |
| BNY Mellon history | 278.42K | $13.01M | 0.00% | Reduce |
| Wellington Management Group history | 261.35K | $12.22M | 0.00% | Reduce |
| Bank of America Corp history | 232.44K | $10.86M | 0.00% | Reduce |
| Arrowstreet Capital history | 218.28K | $10.20M | 0.01% | Add |
| Invesco Ltd history | 190.71K | $8.91M | 0.00% | Reduce |
| Goldman Sachs Group history | 171.50K | $8.02M | 0.00% | Reduce |
| Wells Fargo & Co history | 157.91K | $7.38M | 0.00% | Reduce |
| Balyasny Asset Management history | 132.58K | $6.20M | 0.01% | Reduce |
| Legal & General Investment Management America history | 102.63K | $4.80M | 0.00% | Reduce |
| UBS Group AG history | 69.97K | $3.27M | 0.00% | Reduce |
| Marshall Wace history | 59.69K | $2.79M | 0.00% | New |
| Point72 Asset Management history | 59.05K | $2.76M | 0.00% | New |
| JPMorgan Chase & Co history | 56.59K | $2.65M | 0.00% | Reduce |
| Janus Henderson Group history | 47.10K | $2.20M | 0.00% | Add |
| Renaissance Technologies history | 43.40K | $2.03M | 0.00% | Add |
| Citadel Advisors history | 43.23K | $2.02M | 0.00% | Reduce |
| Citigroup Inc history | 35.81K | $1.67M | 0.00% | Reduce |
| AQR Capital Management history | 30.15K | $1.41M | 0.00% | Add |
| Manulife Financial history | 22.45K | $1.05M | 0.00% | Add |
| Amundi US history | 10.07K | $470.62K | 0.00% | Reduce |
| Deutsche Bank AG history | 5.41K | $252.77K | 0.00% | Reduce |
| Prudential Financial history | 4.43K | $206.97K | 0.00% | Reduce |
| PNC Financial Services history | 3.95K | $184.67K | 0.00% | Add |
| CPP Investments history | 2.10K | $98.15K | 0.00% | New |
| T. Rowe Price Associates history | 80.48K | $3.76K | 0.00% | Add |
Q3 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.01M | $458.56M | 0.01% | Reduce |
| BlackRock Inc history | 5.54M | $281.81M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.25M | $216.20M | 0.01% | Reduce |
| Geode Capital Management history | 1.77M | $89.72M | 0.01% | Add |
| Charles Schwab Investment Management history | 762.15K | $38.79M | 0.01% | Hold |
| Northern Trust Corp history | 613.12K | $31.21M | 0.00% | Add |
| Morgan Stanley history | 577.25K | $29.38M | 0.00% | Reduce |
| BNY Mellon history | 347.06K | $17.67M | 0.00% | Hold |
| Wellington Management Group history | 346.51K | $17.64M | 0.00% | Reduce |
| Goldman Sachs Group history | 256.00K | $13.03M | 0.00% | Reduce |
| Bank of America Corp history | 253.84K | $12.92M | 0.00% | Add |
| D. E. Shaw & Co history | 231.25K | $11.77M | 0.01% | Add |
| Balyasny Asset Management history | 227.57K | $11.58M | 0.01% | Add |
| Legal & General Investment Management America history | 217.67K | $11.08M | 0.00% | Add |
| Millennium Management history | 211.93K | $10.79M | 0.01% | Reduce |
| Invesco Ltd history | 203.81K | $10.37M | 0.00% | Add |
| UBS Group AG history | 197.34K | $10.04M | 0.00% | Reduce |
| Wells Fargo & Co history | 172.12K | $8.76M | 0.00% | Reduce |
| Amundi US history | 138.66K | $7.05M | 0.00% | Add |
| Deutsche Bank AG history | 105.63K | $5.38M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 68.33K | $3.48M | 0.00% | Reduce |
| Citigroup Inc history | 56.72K | $2.89M | 0.00% | Add |
| Citadel Advisors history | 44.29K | $2.25M | 0.00% | Reduce |
| Renaissance Technologies history | 29.10K | $1.48M | 0.00% | Reduce |
| AQR Capital Management history | 26.23K | $1.34M | 0.00% | Add |
| Manulife Financial history | 21.79K | $1.11M | 0.00% | Add |
| Arrowstreet Capital history | 19.23K | $978.81K | 0.00% | Add |
| Franklin Resources history | 18.21K | $964.31K | 0.00% | Reduce |
| Janus Henderson Group history | 8.44K | $430.26K | 0.00% | Hold |
| Prudential Financial history | 7.46K | $379.51K | 0.00% | Add |
| PNC Financial Services history | 3.00K | $152.85K | 0.00% | Reduce |
| T. Rowe Price Associates history | 77.07K | $3.92K | 0.00% | Add |
Q2 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.08M | $493.57M | 0.01% | Reduce |
| BlackRock Inc history | 5.49M | $298.38M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | 4.32M | $235.10M | 0.01% | Add |
| Geode Capital Management history | 1.71M | $92.67M | 0.01% | Add |
| Norges Bank Investment Management history | 948.60K | $51.58M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 763.50K | $41.51M | 0.01% | Add |
| Morgan Stanley history | 596.71K | $32.44M | 0.00% | Add |
| Northern Trust Corp history | 595.60K | $32.38M | 0.00% | Reduce |
| Wellington Management Group history | 412.16K | $22.41M | 0.00% | Reduce |
| BNY Mellon history | 345.72K | $18.80M | 0.00% | Reduce |
| Goldman Sachs Group history | 269.28K | $14.64M | 0.00% | Add |
| Bank of America Corp history | 238.06K | $12.94M | 0.00% | Add |
| Millennium Management history | 221.02K | $12.02M | 0.01% | Add |
| Legal & General Investment Management America history | 203.45K | $11.06M | 0.00% | Hold |
| UBS Group AG history | 198.55K | $10.79M | 0.00% | Add |
| Invesco Ltd history | 180.21K | $9.80M | 0.00% | Reduce |
| Wells Fargo & Co history | 179.34K | $9.75M | 0.00% | Add |
| Amundi US history | 136.38K | $7.64M | 0.00% | Add |
| Citadel Advisors history | 124.23K | $6.75M | 0.00% | Add |
| Deutsche Bank AG history | 118.83K | $6.46M | 0.00% | Hold |
| D. E. Shaw & Co history | 111.38K | $6.06M | 0.01% | Add |
| Balyasny Asset Management history | 100.59K | $5.47M | 0.01% | New |
| Renaissance Technologies history | 95.00K | $5.17M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 72.98K | $3.97M | 0.00% | Reduce |
| Marshall Wace history | 49.34K | $2.68M | 0.00% | Add |
| Franklin Resources history | 22.84K | $1.24M | 0.00% | Add |
| Manulife Financial history | 21.16K | $1.15M | 0.00% | Reduce |
| AQR Capital Management history | 20.65K | $1.12M | 0.00% | Add |
| Citigroup Inc history | 20.53K | $1.12M | 0.00% | Reduce |
| Janus Henderson Group history | 8.44K | $457.88K | 0.00% | Reduce |
| Arrowstreet Capital history | 7.85K | $426.91K | 0.00% | New |
| Prudential Financial history | 7.39K | $401.58K | 0.00% | Add |
| Principal Global Investors history | 4.79K | $260.27K | 0.00% | Reduce |
| PNC Financial Services history | 3.97K | $215.69K | 0.00% | Reduce |
| T. Rowe Price Associates history | 71.76K | $3.90K | 0.00% | Add |
Q1 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 9.13M | $540.08M | 0.01% | Reduce |
| BlackRock Inc history | 5.46M | $322.83M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 4.12M | $243.59M | 0.02% | Add |
| Geode Capital Management history | 1.69M | $99.95M | 0.01% | Add |
| Northern Trust Corp history | 804.91K | $47.63M | 0.01% | Add |
| Charles Schwab Investment Management history | 740.49K | $43.82M | 0.01% | Add |
| Morgan Stanley history | 543.45K | $32.16M | 0.00% | Reduce |
| Wellington Management Group history | 467.66K | $27.68M | 0.01% | Reduce |
| BNY Mellon history | 386.77K | $22.89M | 0.01% | Reduce |
| Legal & General Investment Management America history | 202.73K | $12.00M | 0.00% | Hold |
| Invesco Ltd history | 187.07K | $11.07M | 0.00% | Reduce |
| UBS Group AG history | 181.69K | $10.75M | 0.00% | Add |
| Goldman Sachs Group history | 180.86K | $10.70M | 0.00% | Add |
| Wells Fargo & Co history | 163.50K | $9.68M | 0.00% | Reduce |
| Millennium Management history | 157.67K | $9.33M | 0.01% | Add |
| Bank of America Corp history | 130.13K | $7.70M | 0.00% | Add |
| Citadel Advisors history | 119.97K | $7.10M | 0.00% | Add |
| Deutsche Bank AG history | 119.25K | $7.06M | 0.00% | Reduce |
| Renaissance Technologies history | 114.50K | $6.78M | 0.01% | Add |
| D. E. Shaw & Co history | 105.55K | $6.25M | 0.01% | Add |
| JPMorgan Chase & Co history | 88.22K | $5.22M | 0.00% | Add |
| Amundi US history | 78.96K | $4.56M | 0.00% | Add |
| Franklin Resources history | 22.49K | $1.33M | 0.00% | Add |
| Manulife Financial history | 22.32K | $1.32M | 0.00% | Add |
| Citigroup Inc history | 20.77K | $1.23M | 0.00% | Add |
| Marshall Wace history | 19.94K | $1.18M | 0.00% | Add |
| AQR Capital Management history | 9.59K | $558.46K | 0.00% | Add |
| Janus Henderson Group history | 8.90K | $524.79K | 0.00% | Reduce |
| Principal Global Investors history | 5.71K | $337.74K | 0.00% | Reduce |
| PNC Financial Services history | 5.44K | $322.12K | 0.00% | Reduce |
| Prudential Financial history | 5.23K | $309.39K | 0.00% | Add |
| T. Rowe Price Associates history | 69.93K | $4.14K | 0.00% | Add |
| Saudi Arabian Monetary Authority history | 38 | $2.25K | 0.01% | New |
New Positions (Q2 2026)
- Franklin Resources 96.76K sh · $5.58M
- JPMorgan Chase & Co 48.17K sh · $3.12M
- Prudential Financial 3.51K sh · $202.70K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 62.63K sh · $2.80M
- Janus Henderson Group sold 47.10K sh · $2.10M
- Amundi US sold 5.92K sh · $264.22K
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 4.61M | 4.61M | 4.63M | 5.54M | 5.49M | 5.46M | 5.53M | 6.05M | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 4.22M | 4.52M | 4.21M | 4.25M | 4.32M | 4.12M | 3.63M | 2.63M | 2.92M | 3.28M | 3.35M | 3.34M | 3.32M | 2.95M | 2.08M |
| Geode Capital Management | 1.75M | 1.79M | 1.76M | 1.77M | 1.71M | 1.69M | 1.61M | 1.58M | 1.58M | 1.54M | 1.50M | 1.42M | 1.22M | 1.20M | 1.17M |
| D. E. Shaw & Co | 1.27M | 1.01M | 643.79K | 231.25K | 111.38K | 105.55K | 28.97K | — | — | — | — | — | — | 98.02K | 506.01K |
| Norges Bank Investment Management | 1.01M | — | 1.01M | — | 948.60K | — | 971.20K | — | 908.38K | — | 917.43K | — | — | — | 1.01M |
| Charles Schwab Investment Management | 856.34K | 840.19K | 784.67K | 762.15K | 763.50K | 740.49K | 723.28K | 709.92K | 643.29K | 629.97K | 906.92K | 855.30K | 370.74K | 366.42K | 338.69K |
| Northern Trust Corp | 536.23K | 542.89K | 529.01K | 613.12K | 595.60K | 804.91K | 599.53K | 512.93K | 541.43K | 534.39K | 564.89K | 567.52K | 504.57K | 518.43K | 534.64K |
| Millennium Management | 391.83K | 474.00K | 390.04K | 211.93K | 221.02K | 157.67K | 13.14K | 14.29K | 7.48K | 28.32K | 10.77K | 33.28K | 242.90K | 40.74K | 176.78K |
| Morgan Stanley | 361.41K | 334.59K | 494.37K | 577.25K | 596.71K | 543.45K | 559.57K | 689.15K | 712.59K | 673.93K | 629.54K | 602.20K | 457.97K | 573.78K | 597.64K |
| BNY Mellon | 293.39K | 282.71K | 278.42K | 347.06K | 345.72K | 386.77K | 389.96K | 391.89K | 384.68K | 357.81K | 381.59K | 371.17K | 334.51K | 324.61K | 344.19K |
| Invesco Ltd | 276.71K | 203.09K | 190.71K | 203.81K | 180.21K | 187.07K | 191.01K | 169.81K | 293.52K | 285.98K | 230.79K | 210.72K | 152.10K | 141.92K | 261.56K |
| Bank of America Corp | 254.37K | 201.29K | 232.44K | 253.84K | 238.06K | 130.13K | 81.69K | 52.61K | 108.48K | 50.50K | 31.62K | 38.83K | 65.15K | 121.83K | 132.95K |
| Goldman Sachs Group | 209.01K | 278.80K | 171.50K | 256.00K | 269.28K | 180.86K | 130.28K | 136.23K | 123.98K | 102.95K | 127.55K | 94.05K | 120.77K | 99.13K | 323.75K |
| Arrowstreet Capital | 187.39K | 39.84K | 218.28K | 19.23K | 7.85K | — | — | — | — | — | — | — | — | — | 16.89K |
| Wells Fargo & Co | 139.18K | 159.21K | 157.91K | 172.12K | 179.34K | 163.50K | 169.69K | 142.62K | 146.79K | 155.47K | 182.54K | 205.38K | 222.03K | 209.56K | 216.50K |
| UBS Group AG | 130.98K | 75.63K | 69.97K | 197.34K | 198.55K | 181.69K | 123.29K | 63.32K | 62.37K | 63.13K | 96.37K | 95.98K | 71.26K | 46.89K | 53.14K |
| Citadel Advisors | 130.67K | 75.12K | 43.23K | 44.29K | 124.23K | 119.97K | 4.10K | — | 26.79K | 23.30K | — | — | 61.02K | 7.51K | 8.91K |
| Franklin Resources | 96.76K | — | — | 18.21K | 22.84K | 22.49K | 12.01K | 12.33K | — | — | — | — | — | 369 | 369 |
| Legal & General Investment Management America | 82.52K | 79.74K | 102.63K | 217.67K | 203.45K | 202.73K | 201.81K | 345.88K | 355.23K | 345.28K | 348.08K | 254.67K | 251.74K | 312.41K | 306.44K |
| JPMorgan Chase & Co | 48.17K | — | 56.59K | 68.33K | 72.98K | 88.22K | 58.93K | 80.32K | 104.75K | 80.69K | 90.24K | 114.54K | 116.85K | 75.20K | 70.02K |