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U-Haul Holding Co

202 hedge funds and large institutions have $349M invested in U-Haul Holding Co in 2026 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

0% more funds holding

Funds holding: 202202 (0)

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

1.25% less ownership

Funds ownership: 38.48%37.24% (-1.2%)

8% less capital invested

Capital invested by funds: $377M → $349M (-$28.5M)

42% less call options, than puts

Call options by funds: $635K | Put options by funds: $1.1M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
36
Increased
58
Reduced
63
Closed
29
Calls
$635K
Puts
$1.1M
Net Calls
-$464K
Net Calls Change
-$903K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.4M +$5.05M +98,483 +24%
BlackRock
2
BlackRock
New York
$22.7M -$1.69M -33,020 -7%
VCM
3
Vanguard Capital Management
Pennsylvania
$19.3M +$20.7M +404,700 New
SCA
4
Southpoint Capital Advisors
New York
$17.3M -$12.2M -238,000 -40%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$16.9M +$18.2M +354,602 New
YAM
6
Yacktman Asset Management
Texas
$15.5M -$97.7K -1,907 -0.6%
SI
7
Scharf Investments
California
$15.4M -$5.6M -109,248 -25%
Millennium Management
8
Millennium Management
New York
$15.4M +$15.9M +309,316 +2,584%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$14M +$5.05M +98,554 +51%
QCM
10
Quantinno Capital Management
New York
$11.7M -$2.43M -47,403 -16%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$11.1M +$7.99M +155,918 +206%
Two Sigma Investments
12
Two Sigma Investments
New York
$10M +$1.97M +38,513 +23%
ACH
13
ArrowMark Colorado Holdings
Colorado
$8.78M -$1.74M -34,000 -16%
Morgan Stanley
14
Morgan Stanley
New York
$8.58M -$612K -11,938 -6%
State Street
15
State Street
Massachusetts
$8.43M +$1.84M +35,954 +26%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.12M +$1.08M +21,031 +16%
Marshall Wace
17
Marshall Wace
United Kingdom
$6.57M +$7.05M +137,554 New
UBS Group
18
UBS Group
Switzerland
$5.43M +$3.19M +62,147 +121%
HF
19
HRT Financial
New York
$5.29M +$1.77M +34,469 +45%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$5.2M +$2.07M +40,315 +59%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.46M +$143K +2,796 +3%
LIP
22
Lighthouse Investment Partners
Florida
$4.23M +$4.54M +88,540 New
DAMU
23
Deltroit Asset Management (UK)
$4.03M -$942K -18,375 -18%
OWIM
24
Old West Investment Management
California
$3.79M -$3.79M -74,030 -48%
OP
25
Orvieto Partners
Massachusetts
$3.78M -$2.45M -47,797 -38%