Institutional Holders (2026 Q2)
222 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UHAL. Verified SEC 13F-HR filings.
| # | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|