U Haul Holding Company (UHAL) Hedge Fund Ownership (Q2 2026)

U Haul Holding Company (UHAL)

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

Smart Money Signals — UHAL

Based on 223 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak

223 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.

📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q

+18 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

124 buying82 selling

Last quarter: 124 funds were net buyers (49 opened a brand new position + 75 added to an existing one). Only 82 were sellers (53 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new UHAL position: 35 → 34 → 37 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new

137 out of 223 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.

💰

Value +52% but shares only +13% — price-driven

Value

+51%

+13%

Last quarter: the total dollar value of institutional holdings rose +52%, but actual share count only changed +13%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

28 → 35 → 34 → 37 → 49 new funds/Q

New funds entering each quarter: 35 → 34 → 37 → 49. A growing number of institutions are discovering UHAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 67% veterans vs 22% newcomers

■ 67% veterans ■ 11% 1-2yr ■ 22% new

Entry-cohort mix of 226 holders: 152 (67%) are 2+ year veterans, 24 entered 1–2 years ago, and 50 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

44 of 222 holders are among the 100 largest funds by AUM, controlling 52% 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.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

222

203

9.36%

13F Shares

13.32%

Total Value

$590M

$388M

51.87%

New Positions

+12

Increased Positions

+17

Closed Positions

-2

Reduced Positions

-13

Total Calls

100.0%

Total Puts

PUT/CALL Ratio

1.0

2.0

Neutral

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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 — 2 quarters in a row: For 2 consecutive quarters, 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 buyers than sellers — 60% buying: Last quarter: 124 funds were net buyers (49 opened a brand new position + 75 added to an existing one). Only 82 were sellers (53 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UHAL holders?

Elite ownership — 52% AUM from top-100 funds: 44 of 222 holders are among the 100 largest funds by AUM, controlling 52% 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?

61% of holders stayed for 2+ years: 137 out of 223 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.

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U Haul Holding Company (UHAL)

Smart Money Signals — UHAL

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+12 vs last Q)

61% of holders stayed for 2+ years

Value +52% but shares only +13% — price-driven

Growing discovery — still being found

Veteran-anchored — 67% veterans vs 22% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — UHAL

Hedge Fund Ownership: UHAL

Market Analysis: UHAL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: UHAL

Hedge Fund Positioning: UHAL

Statistics: UHAL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — U Haul Holding Company (UHAL)

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