Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U Haul Holding Company (UHAL)

222 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — UHAL

Based on 202 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UHAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
202 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 (-4 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

95 buying97 selling
Last quarter: 97 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 35 → 34 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 18% new
126 out of 202 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

32 → 28 → 35 → 34 → 37 new funds/Q
New funds entering each quarter: 28 → 35 → 34 → 37. A growing number of institutions are discovering UHAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 205 holders: 141 (69%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
42 of 201 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 2026 Q1, 95 hedge funds were net buyers of UHAL (37 opened a new position, 58 added to an existing one), while 97 reduced or exited (65 trimmed, 32 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in UHAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 202.

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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: UHAL
222 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 222 203 9.36%
13F Shares 9M 8M 13.32%
Total Value $590M $388M 51.87%
New Positions 49 37 +12
Increased Positions 75 58 +17
Closed Positions 29 31 -2
Reduced Positions 51 64 -13
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: UHAL

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Institutional Holders (2026 Q2)

222 + 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 UHAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orvieto Partners, L.P. 2.19% 51,418 $3.4M
2 Bruce & Co., Inc. 1.29% 72,600 $4.8M
3 Scharf Investments, LLC 0.89% 412,078 $27.0M
4 VARCOV Co. 0.55% 22,195 $1.5M
5 ArrowMark Colorado Holdings LLC 0.42% 155,000 $10.1M
6 Diversified Investment Strategies, LLC 0.34% 8,036 $526K
7 Wallace Capital Management Inc. 0.32% 45,170 $3.0M
8 Yacktman Asset Management LP 0.26% 325,376 $21.3M
9 Oppenheimer & Close, LLC 0.25% 5,990 $392K
10 Mcdonald Partners LLC 0.23% 14,275 $934K
11 Kerrisdale Advisers, LLC 0.21% 12,714 $832K
12 Occudo Quantitative Strategies LP 0.18% 52,994 $3.5M
13 Carnegie Lake Advisors LLC 0.18% 7,420 $486K
14 Blueshift Asset Management, LLC 0.14% 9,205 $602K
15 Jacobs Levy Equity Management, Inc 0.08% 351,018 $23.0M
16 Trexquant Investment LP 0.08% 205,093 $13.4M
17 Private Capital Management, LLC 0.07% 12,590 $824K
18 Axq Capital, LP 0.07% 9,978 $653K
19 Net Worth Advisory Group 0.07% 4,066 $266K
20 Intellectus Partners, LLC 0.06% 5,263 $344K
21 Lighthouse Investment Partners, LLC 0.05% 27,542 $1.8M
22 Abrams Capital Management, L.P. 0.04% 36,401 $2.4M
23 Knightsbridge Asset Management, LLC 0.04% 5,989 $302K
24 Algert Global LLC 0.04% 53,160 $3.5M
25 Mraz, Amerine & Associates, Inc. 0.04% 4,085 $267K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UHAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UHAL?

More sellers than buyers — 49% buying: Last quarter: 97 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UHAL holders?

Elite ownership — 45% AUM from top-100 funds: 42 of 201 holders are among the 100 largest funds by AUM, controlling 45% 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?

62% of holders stayed for 2+ years: 126 out of 202 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.

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