Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U HAUL HOLDING COMPANY (UHAL)

193 + Investors. Track Smart Money conviction in UHAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
3Q ▼
Buyers last Q
51%

Smart Money Signals — UHAL

Based on 196 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their UHAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
196 hedge funds hold UHAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UHAL is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

104 buying101 selling
Last quarter: 104 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 28 → 35 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 14% new
133 out of 196 hedge funds have held UHAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

29 → 32 → 28 → 35 → 33 new funds/Q
New funds entering each quarter: 32 → 28 → 35 → 33. A growing number of institutions are discovering UHAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 10% 1-2yr ■ 19% new
Of 198 current holders: 142 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
42 of 196 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UHAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UHAL

In 2025 Q4, 104 hedge funds were net buyers of UHAL (33 opened a new position, 71 added to an existing one), while 101 reduced or exited (62 trimmed, 39 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 44% of total institutional value in UHAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 196.

Hedge Fund Ownership: UHAL

How many hedge funds hold UHAL — quarterly history vs. share price
Quarterly hedge fund ownership of UHAL vs. share price

Market Analysis: UHAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UHAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 1 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UHAL
2026 Q1 Stats Unlock in 3 days 193 + Investors

Track Smart Money conviction in UHAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 193 200 -3.5%
13F Shares 8M 7M 4.48%
Total Value $377M $406M -7.29%
New Positions 33 36 -3
Increased Positions 74 66 +8
Closed Positions 38 35 +3
Reduced Positions 64 67 -3
Total Calls 1 3 -66.67%
Total Puts 1 3 -66.67%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UHAL

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Institutional Holders (2026 Q1)

193 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UHAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of UHAL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orvieto Partners, L.P. 3.24% 79,203 $3.8M
2 Bruce & Co., Inc. 1.01% 73,900 $3.5M
3 Deltroit Asset Management (UK) LLP 0.65% 84,418 $4.0M
4 VARCOV Co. 0.53% 29,920 $1.4M
5 SCHARF INVESTMENTS, LLC 0.47% 322,002 $15.4M
6 Old West Investment Management, LLC 0.41% 79,320 $3.8M
7 Southpoint Capital Advisors LP 0.36% 362,000 $17.3M
8 Wallace Capital Management Inc. 0.26% 46,645 $2.2M
9 Diversified Investment Strategies, LLC 0.25% 8,036 $384K
10 ArrowMark Colorado Holdings LLC 0.23% 183,800 $8.8M
11 Kerrisdale Advisers, LLC 0.23% 12,714 $607K
12 YACKTMAN ASSET MANAGEMENT LP 0.21% 325,369 $15.5M
13 Oppenheimer & Close, LLC 0.18% 5,990 $286K
14 INCEPTIONR LLC 0.17% 14,840 $709K
15 MCDONALD PARTNERS LLC 0.16% 14,425 $689K
16 Lighthouse Investment Partners, LLC 0.15% 88,540 $4.2M
17 Carnegie Lake Advisors LLC 0.14% 7,545 $361K
18 Blueshift Asset Management, LLC 0.14% 9,690 $463K
19 Farringdon Capital, Ltd. 0.10% 9,261 $442K
20 OCCUDO QUANTITATIVE STRATEGIES LP 0.10% 34,479 $1.8M
21 Virtu Financial LLC 0.08% 38,012 $2K
22 Private Capital Management, LLC 0.06% 13,200 $631K
23 Intellectus Partners, LLC 0.05% 5,263 $251K
24 MIRABELLA FINANCIAL SERVICES LLP 0.05% 11,266 $538K
25 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.05% 5,989 $302K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — U HAUL HOLDING COMPANY (UHAL)

What does the Smart Money Trend signal show for UHAL?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their UHAL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UHAL?

Slight buying edge — 51% buying: Last quarter: 104 funds bought or added vs 101 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UHAL holders?

Elite ownership — 44% AUM from top-100 funds: 42 of 196 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in UHAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UHAL?

68% of holders stayed for 2+ years: 133 out of 196 hedge funds have held UHAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.