U-Haul Holding

UHAL.B and UHAL • NYSE

U-Haul Holding is a services-auto rental & leasing (no drivers) company on NYSE, led by Edward J. Shoen, with a market cap of $10.1B. As of Q3 2025, 35% of shares are held by 376 institutional investors, with VANGUARD GROUP INC as the largest holder at 5.26%.

CEOEdward J. Shoen

Market Cap$10.1B

SERVICES-AUTO RENTAL & LEASING (NO DRIVERS)

Employees35.1K

Websiteuhaul.com

Country

United States of America

Overview

Overview of institutional ownership in UHAL.B and UHAL as of Q3 2025 with a market cap of $10.7B

All Institutions

Institutions: 376
Value Held: $3.7B
Shares Held: 71.8M
Avg Position: $7.0M
Median Position: $418.2K

Hedge Funds

Hedge Funds: 49
Value Held: $525.1M
Shares Held: 10.0M
Avg Position: $8.1M
Median Position: $1.7M

Ownership Breakdown

Institutional (non-HF)

29.67%

$3.2B

Hedge Funds

4.91%

$525.1M

Retail & Other

65.42%

$7.0B

Based on market cap of $10.7B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UHAL.B and UHAL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$507.1M 0.01% of portfolio	5.26% 9.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
YACKTMAN ASSET MANAGEMENT LP Long Only Manager	Molly Mcfarland Pieroni President	$314.2M 4.33% of portfolio	3.27% 6.1M shares	Q1 2018 Held for 7y 8m	$7.3B
B BlackRock, Inc. Institution	-	$307.3M 0.01% of portfolio	3.19% 6.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
FMR LLC Institution	-	$216.4M 0.01% of portfolio	2.27% 4.3M shares	Q2 2016 Held for 9y 5m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$206.3M 0.04% of portfolio	2.14% 4.0M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
ABRAMS CAPITAL MANAGEMENT, L.P. Hedge Fund•Value	Travis Matthew Rhodes President	$167.6M 2.52% of portfolio	1.75% 3.3M shares	Q4 2016 Held for 8y 11m	$6.7B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$162.1M 0.50% of portfolio	1.70% 3.2M shares	Q4 2022 Held for 2y 11m	$32.2B
Smead Capital Management, Inc. Long Only Manager	Cole W. Smead CEO	$134.2M 2.59% of portfolio	1.41% 2.6M shares	Q4 2022 Held for 2y 11m	$5.2B
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	Anthony Joseph Buffalano CFO	$131.0M 3.53% of portfolio	1.33% 2.5M shares	Q4 2023 Held for 1y 11m	$3.7B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$127.4M 0.00% of portfolio	1.33% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T

Net Capital Flow

Institutional buying and selling activity for UHAL.B and UHAL in Q3 2025

Traded: +$61.6M
Buyers: 187
Sellers: 176
Total Bought: +$279.9M
Total Sold: −$218.3M
Avg Position: $8.8M

Biggest Buyers

Institution	Net Bought	Current Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$37.4M +735.2K shares	$162.1M 3.2M shares
Toroso Investments, LLC ETF Provider	+$17.0M +333.8K shares	$17.0M 333.8K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	+$13.8M +274.3K shares	$21.2M 415.8K shares
THOMPSON SIEGEL & WALMSLEY LLC Long Only Manager	+$12.5M +244.8K shares	$40.8M 802.3K shares
E Estuary Capital Management LP Hedge Fund•Long/Short	+$12.2M +214.2K shares	$12.2M 214.2K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$11.3M +214.0K shares	$206.3M 4.0M shares
T Troluce Capital Advisors LLC Hedge Fund•Multi-Strategy	+$11.2M +220.0K shares	$11.2M 220.0K shares
R Rakuten Investment Management, Inc. Institution	+$8.3M +28.8K shares	$9.0M 31.5K shares
STATE STREET CORP Institution	+$8.2M +160.1K shares	$127.4M 2.5M shares
D D. E. Shaw & Co., Inc. Institution	+$7.5M +144.5K shares	$17.7M 334.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
P Pertento Partners LLP Hedge Fund•Long/Short	−$54.2M −996.3K shares	Sold Off 0 shares
TRIAN FUND MANAGEMENT, L.P. Hedge Fund•Activist	−$39.8M −691.4K shares	Sold Off 0 shares
SCHARF INVESTMENTS, LLC RIA/Wealth	−$13.1M −147.2K shares	$77.2M 1.5M shares
Smead Capital Management, Inc. Long Only Manager	−$10.5M −205.6K shares	$134.2M 2.6M shares
HARBOR CAPITAL ADVISORS, INC. ETF Provider	−$9.6M −189.1K shares	$4.5M 88.8K shares
YACKTMAN ASSET MANAGEMENT LP Long Only Manager	−$9.5M −186.8K shares	$314.2M 6.1M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$7.7M −135.6K shares	$23.5M 434.6K shares
Artisan Partners Limited Partnership Long Only Manager	−$4.5M −87.9K shares	$62.7M 1.2M shares
VANGUARD GROUP INC Institution	−$4.2M −80.7K shares	$507.1M 9.9M shares
FMR LLC Institution	−$3.9M −77.4K shares	$216.4M 4.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UHAL.B and UHAL in Q3 2025

New Positions: 37
New Value: $71.5M
Exited Positions: 43
Exited Value: $114.2M

New Positions

Institution	Position Value
Toroso Investments, LLC ETF Provider	$17.0M 333.8K shares
E Estuary Capital Management LP Hedge Fund•Long/Short	$12.2M 214.2K shares
T Troluce Capital Advisors LLC Hedge Fund•Multi-Strategy	$11.2M 220.0K shares
R Ruffer LLP Long Only Manager	$7.4M 145.7K shares
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$6.5M 114.4K shares
Susquehanna Portfolio Strategies, LLC Private Equity	$2.9M 57.3K shares
B BCGM Wealth Management, LLC Institution	$2.4M 47.0K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$2.4M 46.7K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$2.2M 43.4K shares
DIMENSION CAPITAL MANAGEMENT PARTNERS Fund of Funds	$2.0M 35.0K shares

Exited Positions

Institution	Previous Position
P Pertento Partners LLP Hedge Fund•Long/Short	$54.2M 996.3K shares
TRIAN FUND MANAGEMENT, L.P. Hedge Fund•Activist	$39.8M 691.4K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$3.8M 70.3K shares
Marshall Wace LLP Institution	$2.7M 49.3K shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$2.6M 47.6K shares
BRASADA CAPITAL MANAGEMENT, LP Real Assets	$1.6M 28.1K shares
X XTX Topco Ltd Institution	$1.2M 20.3K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$839.7K 13.9K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$779.9K 14.3K shares
D DRW Securities, LLC Institution	$758.6K 14.0K shares

Options Activity

Institutions with the largest Call and Put options positions in UHAL.B and UHAL as of Q3 2025

Call Positions: 4
Call Value: $2.6M
Put Positions: 5
Put Value: $6.8M

Call Positions

Institution	Position Value
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	$1.1M 195.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$662.0K 116.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$525.0K 92.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$269.8K 53.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.5M 432.0 contracts
J JANE STREET GROUP, LLC Institution	$2.4M 426.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.1M 207.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$810.4K 142.0 contracts
Walleye Trading LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with UHAL.B and UHAL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Applied Fundamental Research, LLC Hedge Fund•Value	Kevin Francis Curran Member	9.64% $9.9M	0.10% 194.9K shares	Q4 2024 Held for 11 months	$102.9M
Bruce & Co., Inc. Long Only Manager	Robert Jeffrey Bruce President	8.43% $27.2M	0.28% 525.9K shares	≤ Q2 2013 Held for 12y 5m+	$322.9M
B Bayberry Capital Partners LP Hedge Fund•Long/Short	Brian Cromwell Smith CFO	7.53% $23.3M	0.24% 457.2K shares	Q4 2024 Held for 11 months	$309.0M
Yost Capital Management, L.L.C. Hedge Fund•Long/Short	Jason Kyle Knutson CFO	5.86% $4.8M	0.05% 94.8K shares	Q4 2024 Held for 11 months	$82.3M
LANDMARK INVESTMENT PARTNERS, L.P. Hedge Fund•Long/Short	Steven Louis Frankel Managing Partner	5.35% $6.5M	0.06% 114.4K shares	Q3 2025 Held for 2 months	$122.1M
O Orvieto Partners, L.P. Hedge Fund•Value	Timothy Garrett Caffrey Partner	5.08% $6.0M	0.06% 116.9K shares	Q4 2024 Held for 11 months	$118.0M
YACKTMAN ASSET MANAGEMENT LP Long Only Manager	Molly Mcfarland Pieroni President	4.33% $314.2M	3.27% 6.1M shares	Q1 2018 Held for 7y 8m	$7.3B
T Troluce Capital Advisors LLC Hedge Fund•Multi-Strategy	Jared Ross Dubin CIO	3.97% $11.2M	0.12% 220.0K shares	Q3 2025 Held for 2 months	$282.2M
H Harspring Capital Management, LLC Hedge Fund•Long/Short	Alan Takeo Kikuchi COO	3.63% $9.4M	0.10% 185.0K shares	Q4 2024 Held for 11 months	$259.6M
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	Anthony Joseph Buffalano CFO	3.53% $131.0M	1.33% 2.5M shares	Q4 2023 Held for 1y 11m	$3.7B

Hedge Fund Spotlight

Discover hedge funds investing in UHAL.B and UHAL

Holocene Advisors, LP

Hedge Fund • Long/Short

Portfolio ManagerJohn Brandon Haley

Portfolio Value: $43.5B
Positions: 726
Last Reported: Q3 2025

Sector Allocation

Position in U-Haul Holding

UHAL.B and UHAL

Market Value: $8.7M
Shares Held: 92.7K
Portfolio Weight: 0.06%
Owned Since: 2017-Q4

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