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U-Haul Holding Co
UHAL

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: 202 → 202 (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: 1 → 0 (-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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$15.9M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$7.99M
3
Marshall Wace
Marshall Wace
United Kingdom
+$7.05M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$5.05M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.05M

Top Sellers

Rank Fund Capital Flow
1
SCA
Southpoint Capital Advisors
New York
-$12.2M
2
SI
Scharf Investments
California
-$5.6M
3
OWIM
Old West Investment Management
California
-$3.79M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$2.95M
5
OP
Orvieto Partners
Massachusetts
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
176
Parkside Financial Bank & Trust
Missouri
$957 +$256 +5 +33%
GSWM
177
Golden State Wealth Management
California
$832 – – –
SFM
178
Systematic Financial Management
New Jersey
$717 – – –
JWA
179
JFS Wealth Advisors
Pennsylvania
$622 -$666 -13 -50%
FFO
180
Fortitude Family Office
Arizona
$621 +$666 +13 New
BBHC
181
Brown Brothers Harriman & Co
New York
$526 – – –
PWMG
182
Prestige Wealth Management Group
New Jersey
$383 – – –
CIAM
183
Caitong International Asset Management
Hong Kong
$382 +$410 +8 New
WA
184
Westfuller Advisors
New York
$334 – – –
DPW
185
DiNuzzo Private Wealth
Pennsylvania
$287 – – –
SFCL
186
Strengthening Families & Communities LLC
Massachusetts
$287 – – –
BIA
187
Bell Investment Advisors
California
$239 – – –
ZBNA
188
Zions Bancorporation, National Association
Utah
$239 – – –
BCWM
189
Bartlett & Co Wealth Management
Ohio
$151 +$154 +3 New
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$143 -$1.95K -38 -93%
HI
191
Harbour Investments
Wisconsin
$143 – – –
KSB
192
Kennebec Savings Bank
Maine
$143 – – –
RTL
193
Red Tortoise LLC
Georgia
$143 – – –
HIA
194
HFM Investment Advisors
New Jersey
$143 +$154 +3 New
OSAM
195
O'Shaughnessy Asset Management
Connecticut
$96 -$2.15K -42 -95%
IA
196
IFP Advisors
Florida
$96 – – –
SS
197
SBI Securities
Japan
$96 – – –
AWM
198
Activest Wealth Management
Florida
$96 +$103 +2 New
PWMG
199
Private Wealth Management Group
New Jersey
$48 -$1.69K -33 -97%
CW
200
Curio Wealth
Maryland
$48 +$51 +1 New
6 7
8
9 10

UHAL Hedge Fund Activity: Q1 2026 in Review

202 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in U-Haul Holding Co (UHAL) for Q1 2026, worth a combined $349M — down 7.5% from $377M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new UHAL positions and 29 closed out — a net gain of 7 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was Millennium Management, adding an estimated $15.9M. The largest seller was Southpoint Capital Advisors, cutting an estimated $12.2M.

  • 202 institutional investors held U-Haul Holding Co (UHAL) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $349M of U-Haul Holding Co stock for Q1 2026, down 7.5% quarter-over-quarter.
  • 36 funds opened new U-Haul Holding Co positions in Q1 2026 and 29 closed out, a net change of +7 holders.
  • The largest U-Haul Holding Co buyer in Q1 2026 was Millennium Management, an estimated $15.9M added.
  • The largest U-Haul Holding Co seller in Q1 2026 was Southpoint Capital Advisors, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2026.