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U-Haul Holding Co (UHAL)

CUSIP: 023586100 | NYSE | Industrials · Rental & Leasing Services | Mid Cap | 1094 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP749,103
0.0% of portfolio›$45.1M
Yacktman Asset Management LP324,719
0.2% of portfolio›$19.5M
Citigroup Inc29,451
0.0% of portfolio›$1.8M
Creative Planning28,153
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC16,677
0.0% of portfolio›$963.9K
Mcdonald Partners LLC14,475
0.2% of portfolio›$871.0K
SummerHaven Investment Management, LLC13,578
0.5% of portfolio›$817.0K
Highland Capital Management, LLC9,866
0.0% of portfolio›$593.6K
Y-Intercept (Hong Kong) Ltd9,771
0.0% of portfolio›$587.9K
Inspire Investing, LLC9,409
0.0% of portfolio›$566.1K
Diversified Investment Strategies, LLC7,911
0.3% of portfolio›$476.0K
HUB Investment Partners, LLC5,621
0.0% of portfolio›$338.2K
Lido Advisors, LLC5,335
0.0% of portfolio›$321.0K
Ethic Inc.5,257
0.0% of portfolio›$316.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,462
0.0% of portfolio›$268.5K
MGO One Seven LLC4,403
0.0% of portfolio›$264.9K
Fulcrum Asset Management LLP4,370
0.0% of portfolio›$266.0K
Chicago Partners Investment Group LLC4,284
0.0% of portfolio›$238.4K
Mraz, Amerine & Associates, Inc.4,049
0.0% of portfolio›$243.6K
Net Worth Advisory Group3,696
0.1% of portfolio›$225.4K
Carnegie Lake Advisors LLC3,480
0.2% of portfolio›$446.5K
Baker Ellis Asset Management LLC3,460
0.0% of portfolio›$208.2K
Vise Technologies, Inc.3,339
0.0% of portfolio›$200.9K
Skylands Capital, LLC2,045
0.0% of portfolio›$123.0K
Parallel Advisors, LLC1,734
0.0% of portfolio›$104.3K
Daiwa Securities Group Inc.1,548
0.0% of portfolio›$93.1K
Farther Finance Advisors, LLC1,498
0.0% of portfolio›$90.1K
Gamma Investing LLC1,095
0.0% of portfolio›$65.9K
State of Wyoming1,060
0.0% of portfolio›$63.8K
Versant Capital Management, Inc970
0.0% of portfolio›$58.4K
Fortitude Family Office, LLC798
0.0% of portfolio›$48.0K
Nisa Investment Advisors, LLC730
0.0% of portfolio›$43.9K
Elevation Wealth Partners, LLC513
0.0% of portfolio›$30.9K
Lanark Financial, Inc.458
0.0% of portfolio›$27.6K
High Point Wealth Management, LLC430
0.0% of portfolio›$25.9K
Signaturefd, LLC337
0.0% of portfolio›$20.3K
EverSource Wealth Advisors, LLC302
0.0% of portfolio›$18.2K
Financial Consulate, Inc258
0.0% of portfolio›$15.5K
CX Institutional257
0.0% of portfolio›$15
True Wealth Design, LLC235
0.0% of portfolio›$14.1K
Sterling Capital Management LLC211
0.0% of portfolio›$12.7K
Root Financial Partners, LLC151
0.0% of portfolio›$9.1K
Elyxium Wealth, LLC147
0.0% of portfolio›$8.8K
MV Capital Management, Inc.144
0.0% of portfolio›$8.7K
SJS Investment Consulting Inc.144
0.0% of portfolio›$8.7K
Pension & Wealth Management Advisors, Inc.128
0.0% of portfolio›$7.7K
Simplex Trading, LLC124
0.0% of portfolio›$7.5K
Pinnacle Bancorp, Inc.112
0.0% of portfolio›$6.7K
Strs Ohio106
0.0% of portfolio›$6.4K
Cedar Mountain Advisors, LLC104
0.0% of portfolio›$6.3K
Financial Perspectives, Inc95
0.0% of portfolio›$5.7K
CoreCap Advisors, LLC90
0.0% of portfolio›$5.4K
Covestor Ltd68
0.0% of portfolio›$4
Daytona Street Capital LLC40
0.0% of portfolio›$2.5K
Capital Advisors, Ltd. LLC33
0.0% of portfolio›$2.0K
TD Waterhouse Canada Inc.32
0.0% of portfolio›$2.0K
Creative Capital Management Investments LLC23
0.0% of portfolio›$1.4K
JFS Wealth Advisors, LLC22
0.0% of portfolio›$1.3K
Pinnacle Wealth Planning Services, Inc.21
0.0% of portfolio›$1.3K
William Mack & Associates, Inc.21
0.0% of portfolio›$1.3K
Spire Wealth Management17
0.0% of portfolio›$1.0K
Golden State Wealth Management, LLC17
0.0% of portfolio›$1.0K
UMB Private Wealth Management, LLC16
0.0% of portfolio›$963
Private Trust Co NA13
0.0% of portfolio›$782
Clark Wealth Partners12
0.0% of portfolio›$723
Nova Financial LLC11
0.0% of portfolio›$662
TD Private Client Wealth LLC10
0.0% of portfolio›$602
Parkside Financial Bank & Trust10
0.0% of portfolio›$603
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$422
Strengthening Families & Communities, LLC6
0.0% of portfolio›$361
Activest Wealth Management6
0.0% of portfolio›$361
Bell Investment Advisors, Inc5
0.0% of portfolio›$301
James T. Borello RIA3
0.0% of portfolio›$181
Kennebec Savings Bank3
0.0% of portfolio›$181
MassMutual Private Wealth & Trust, FSB3
0.0% of portfolio›$181
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$181
Lodestone Wealth Management LLC2
0.0% of portfolio›$120
SBI Securities Co., Ltd.2
0.0% of portfolio›$120
IFP Advisors, Inc1
0.0% of portfolio›$60
DecisionPoint Financial, LLC1
0.0% of portfolio›$61
Private Wealth Management Group, LLC1
0.0% of portfolio›$61
Signature Resources Capital Management, LLC1
0.0% of portfolio›$53
Hughes Financial Services, LLC1
0.0% of portfolio›$57
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
749,103$45.1M0.0%IndexLowAustin, TX2026-11-04
Yacktman Asset Management LP
324,719$19.5M0.2%ValueVery LowAustin, TX2026-11-02
Citigroup Inc
29,451$1.8M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
28,153$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
16,677$963.9K0.0%CoreLowPlymouth, MN2026-10-13
Mcdonald Partners LLC
14,475$871.0K0.2%CoreLowCleveland, OH2026-11-03
SummerHaven Investment Management, LLC
13,578$817.0K0.5%Deep ValueHighStamford, CT2026-10-19
Highland Capital Management, LLC
9,866$593.6K0.0%GrowthMediumMemphis, TN2026-10-26
Y-Intercept (Hong Kong) Ltd
9,771$587.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Inspire Investing, LLC
9,409$566.1K0.0%GARPHighMeridian, ID2026-10-22
Diversified Investment Strategies, LLC
7,911$476.0K0.3%ValueLowBaton Rouge, LA2026-10-28
HUB Investment Partners, LLC
5,621$338.2K0.0%GrowthLowAustin, TX2026-11-03
Lido Advisors, LLC
5,335$321.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Ethic Inc.
5,257$316.3K0.0%CoreLowNew York, NY2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,462$268.5K0.0%GrowthVery LowSeattle, WA2026-10-27
MGO One Seven LLC
4,403$264.9K0.0%GrowthLowBeachwood, OH2026-10-28
Fulcrum Asset Management LLP
4,370$266.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
Chicago Partners Investment Group LLC
4,284$238.4K0.0%GARPLowChicago, IL2026-10-27
Mraz, Amerine & Associates, Inc.
4,049$243.6K0.0%Deep ValueLowModesto, CA2026-10-30
Net Worth Advisory Group
3,696$225.4K0.1%GARPMediumSandy, UT2026-10-20
Carnegie Lake Advisors LLC
3,480$446.5K0.2%ValueLowPrinceton, NJ2026-11-03
Baker Ellis Asset Management LLC
3,460$208.2K0.0%GARPVery LowVancouver, WA2026-10-14
Vise Technologies, Inc.
3,339$200.9K0.0%IndexLowNew York, NY2026-10-29
Skylands Capital, LLC
2,045$123.0K0.0%ValueMediumMilwaukee, WI2026-10-21
Parallel Advisors, LLC
1,734$104.3K0.0%IndexLowSan Francisco, CA2026-11-03
Daiwa Securities Group Inc.
1,548$93.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Farther Finance Advisors, LLC
1,498$90.1K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
1,095$65.9K0.0%IndexVery LowFoster City, CA2026-10-08
State of Wyoming
1,060$63.8K0.0%ValueHighCheyenne, WY2026-10-28
Versant Capital Management, Inc
970$58.4K0.0%GARPLowPhoenix, AZ2026-10-02
Fortitude Family Office, LLC
798$48.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Nisa Investment Advisors, LLC
730$43.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Elevation Wealth Partners, LLC
513$30.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Lanark Financial, Inc.
458$27.6K0.0%CoreMediumBirmingham, AL2026-10-26
High Point Wealth Management, LLC
430$25.9K0.0%ETFLowChester, NJ2026-11-05
Signaturefd, LLC
337$20.3K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
302$18.2K0.0%CoreMediumBirmingham, AL2026-11-04
Financial Consulate, Inc
258$15.5K0.0%ETFLowHunt Valley, MD2026-10-23
CX Institutional
257$150.0%CoreMediumAuburn, IN2026-10-02
True Wealth Design, LLC
235$14.1K0.0%ETFMediumAkron, OH2026-10-13
Sterling Capital Management LLC
211$12.7K0.0%GARPMediumCharlotte, NC2026-10-22
Root Financial Partners, LLC
151$9.1K0.0%ETFMediumEncinitas, CA2026-10-21
Elyxium Wealth, LLC
147$8.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MV Capital Management, Inc.
144$8.7K0.0%ETFLowBethesda, MD2026-10-29
SJS Investment Consulting Inc.
144$8.7K0.0%ETFVery LowSylvania, OH2026-10-26
Pension & Wealth Management Advisors, Inc.
128$7.7K0.0%ETFLowWaltham, MA2026-10-16
Simplex Trading, LLC
124$7.5K0.0%CoreVery HighChicago, IL2026-11-04
Pinnacle Bancorp, Inc.
112$6.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Strs Ohio
106$6.4K0.0%CoreMediumColumbus, OH2026-10-30
Cedar Mountain Advisors, LLC
104$6.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Financial Perspectives, Inc
95$5.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
CoreCap Advisors, LLC
90$5.4K0.0%ETFMediumSouthfield, MI2026-10-08
Covestor Ltd
68$40.0%ValueHighLondon, United Kingdom2026-10-30
Daytona Street Capital LLC
40$2.5K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Capital Advisors, Ltd. LLC
33$2.0K0.0%ETFLowShaker Heights, OH2026-10-27
TD Waterhouse Canada Inc.
32$2.0K0.0%CoreLowToronto, Australia2026-10-16
Creative Capital Management Investments LLC
23$1.4K0.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
22$1.3K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
21$1.3K0.0%GARPLowMansfield, OH2026-10-27
William Mack & Associates, Inc.
21$1.3K0.0%ETFLowTroy, MI2026-10-27
Spire Wealth Management
17$1.0K0.0%GrowthMediumMclean, VA2026-10-30
Golden State Wealth Management, LLC
17$1.0K0.0%ETFMediumSanta Ana, CA2026-11-02
UMB Private Wealth Management, LLC
16$9630.0%GrowthN/AKansas City, MO2026-10-19
Private Trust Co NA
13$7820.0%CoreLowCleveland, OH2026-10-20
Clark Wealth Partners
12$7230.0%ETFVery LowO'Fallon, IL2026-10-19
Nova Financial LLC
11$6620.0%N/AN/ATucson, AZ2026-11-04
TD Private Client Wealth LLC
10$6020.0%ETFLowNew York, NY2026-10-28
Parkside Financial Bank & Trust
10$6030.0%CoreVery LowSaint Louis, MO2026-10-27
DiNuzzo Private Wealth, Inc.
7$4220.0%ETFLowBeaver, PA2026-10-16
Strengthening Families & Communities, LLC
6$3610.0%CoreMediumBoston, MA2026-10-21
Activest Wealth Management
6$3610.0%ETFLowAventura, FL2026-10-15
Bell Investment Advisors, Inc
5$3010.0%ETFVery LowOrinda, CA2026-10-29
James T. Borello RIA
3$1810.0%ETFVery LowEast Dundee, IL2026-10-16
Kennebec Savings Bank
3$1810.0%CoreLowAugusta, ME2026-10-22
MassMutual Private Wealth & Trust, FSB
3$1810.0%CoreLowSpringfield, MA2026-10-05
Bay Harbor Wealth Management, LLC
3$1810.0%ETFMediumHunt Valley, MD2026-11-03
Lodestone Wealth Management LLC
2$1200.0%CoreLowSpokane, WA2026-10-14
SBI Securities Co., Ltd.
2$1200.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
1$600.0%GrowthLowTampa, FL2026-10-16
DecisionPoint Financial, LLC
1$610.0%ETFVery LowMesa, AZ2026-10-27
Private Wealth Management Group, LLC
1$610.0%ETFLowPrinceton, NJ2026-10-19
Signature Resources Capital Management, LLC
1$530.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
1$570.0%ETFLowHerndon, VA2026-10-30