Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
196 institutional managers reported holding UHAL for the quarter ended Mar 31, 2026. Together they hold about 4% of shares outstanding; the top 10 hold 2%. 31 opened new positions; 36 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 898.7k | 0.46% | $42.8M | added +3.6% | ≤2013 |
| Dimensional Fund Advisors | 510.1k | 0.26% | $24.3M | added +23.9% | ≤2013 |
| BlackRock | 474.2k | 0.24% | $22.6M | trimmed -6.5% | ≤2013 |
| Southpoint Capital Advisors LP (focused) | 362.0k | 0.18% | $17.2M | trimmed -39.7% | 2023 Q4 |
| Yacktman Asset Management | 325.4k | 0.17% | $15.5M | trimmed -0.6% | 2018 Q1 |
| Scharf Investments, LLC | 322.0k | 0.16% | $15.3M | trimmed -25.3% | 2023 Q2 |
| Millennium Management | 321.3k | 0.16% | $15.3M | added +2583.9% | 2024 Q3 |
| D. E. Shaw | 292.3k | 0.15% | $13.9M | added +50.9% | 2021 Q1 |
| Quantinno Capital Management LP | 244.3k | 0.13% | $11.6M | trimmed -16.3% | 2024 Q1 |
| Jacobs Levy Equity Management, INC | 231.6k | 0.12% | $11.0M | added +205.9% | 2023 Q3 |
| Two Sigma | 209.3k | 0.11% | $10.0M | added +22.6% | 2022 Q4 |
| ArrowMark Colorado Holdings LLC | 183.8k | 0.09% | $8.8M | trimmed -15.6% | 2020 Q1 |
| Morgan Stanley | 179.5k | 0.09% | $8.6M | trimmed -6.2% | ≤2013 |
| State Street | 176.5k | 0.09% | $8.4M | added +25.6% | 2015 Q4 |
| Geode Capital | 149.0k | 0.08% | $7.1M | added +16.4% | ≤2013 |
| Marshall Wace | 137.6k | 0.07% | $6.6M | opened | 2026 Q1 |
| UBS | 123.9k | 0.06% | $5.9M | added +92.6% | ≤2013 |
| HRT Financial LP | 110.6k | 0.06% | $5.3M | added +45.3% | 2023 Q1 |
| Susquehanna International Group | 108.8k | 0.06% | $5.2M | added +58.9% | 2019 Q2 |
| Envestnet Asset Management INC | 93.4k | 0.05% | $4.4M | added +3.1% | 2016 Q4 |
| Lighthouse Investment Partners, LLC | 88.5k | 0.04% | $4.2M | opened | 2026 Q1 |
| Deltroit Asset Management (UK) LLP (focused) | 84.4k | 0.04% | $4.0M | trimmed -17.9% | 2025 Q4 |
| Old West Investment Management, LLC | 79.3k | 0.04% | $3.8M | trimmed -48.3% | 2023 Q1 |
| Orvieto Partners, L.p. (focused) | 79.2k | 0.04% | $3.8M | trimmed -37.6% | 2024 Q4 |
| Bruce & CO., INC. (focused) | 73.9k | 0.04% | $3.5M | unchanged | ≤2013 |
| Citadel Advisors | 67.7k | 0.04% | $3.2M | added +519.6% | 2016 Q2 |
| Goldman Sachs | 52.7k | 0.03% | $2.5M | trimmed -11.9% | ≤2013 |
| Bank OF America CORP /DE/ | 51.4k | 0.03% | $2.4M | added +32.1% | ≤2013 |
| AQR Capital | 47.6k | 0.02% | $2.3M | trimmed -34.6% | ≤2013 |
| Wallace Capital Management INC. | 46.6k | 0.02% | $2.2M | opened | 2026 Q1 |
| Schonfeld Strategic Advisors | 46.1k | 0.02% | $2.2M | trimmed -22.1% | 2024 Q4 |
| Northern Trust | 45.5k | 0.02% | $2.2M | trimmed -32.6% | ≤2013 |
| Gotham Asset Management | 43.5k | 0.02% | $2.1M | added +28.1% | 2024 Q3 |
| Trexquant Investment LP | 41.4k | 0.02% | $2.0M | trimmed -31.6% | 2025 Q1 |
| Ethic INC. | 40.4k | 0.02% | $1.9M | opened | 2026 Q1 |
| Virtu Financial LLC | 38.0k | 0.02% | $1.8M | added +11.3% | 2025 Q1 |
| Abrams Capital (focused) | 36.4k | 0.02% | $1.7M | unchanged | 2016 Q4 |
| Occudo Quantitative Strategies LP | 34.5k | 0.02% | $1.6M | added +27.7% | 2024 Q4 |
| Royal Bank OF Canada | 34.3k | 0.02% | $1.6M | trimmed -5.2% | 2013 Q3 |
| Russell Investments Group, LTD. | 33.5k | 0.02% | $1.6M | added +830.6% | 2016 Q4 |
| Jane Street | 30.8k | 0.02% | $1.5M | opened | 2025 Q1 |
| Varcov CO. | 29.9k | 0.01% | $1.4M | added +141.7% | 2025 Q4 |
| Summit Trail Advisors, LLC | 29.9k | 0.01% | $1.4M | added +64.1% | 2025 Q2 |
| Point72 | 27.6k | 0.01% | $1.3M | opened | 2025 Q2 |
| SEI Investments CO | 26.9k | 0.01% | $1.3M | added +520.9% | 2025 Q2 |
| Citigroup INC | 25.8k | 0.01% | $1.2M | trimmed -12.2% | 2017 Q2 |
| Nuveen | 22.5k | 0.01% | $1.1M | added +0.6% | 2019 Q2 |
| BNY Mellon | 20.6k | 0.01% | $981k | added +3.6% | ≤2013 |
| Creative Planning | 20.5k | 0.01% | $975k | trimmed -3.6% | 2025 Q2 |
| Tudor Investment | 20.0k | 0.01% | $953k | trimmed -64.7% | 2025 Q1 |
Largest 50 of 196 shown; the full ranked, searchable register is at boothcheck.com/holders/UHAL. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.