U-haul Holding Co: which funds bought and sold

Institutions that bought and sold U-haul Holding shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 124 institutions that filed 13F reports for both quarters added to or opened positions in U-haul Holding, and 73 cut or closed them. Together they added a net 1.2M shares, +16.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.0M shares (+42.6%); index fund managers were net buyers of 40K shares (+2.4%). 46 opened a new position and 23 sold out entirely.

Bought, Q2 2026 124 institutions, 46 of them new holders Sold, Q2 2026 73 institutions, 23 of them sold out

Net change, all compared +1.2M shares (+16.6%)

Net change, active managers +1.0M shares (+42.6%), 27 bought, 8 sold

Buyers versus sellers

institutions compared, 243

124 bought 46 73 sold

Active managers and hedge funds 27 bought · 8 sold · +1.0M

Index fund managers 5 bought · 3 sold · +40K

Other institutions 92 bought · 62 sold · +155K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+375K +179.0%	584K	$38.2M
D. E. Shaw & Co., Inc. Hedge fund	+198K +67.6%	490K	$32.1M
Gotham Asset Management, LLC Hedge fund	+178K +410.1%	222K	$14.5M
Trexquant Investment LP Hedge fund	+164K +395.5%	205K	$13.4M
Dimensional Fund Advisors LP	+154K +30.2%	664K	$43.5M
Jacobs Levy Equity Management, Inc Active manager	+119K +51.5%	351K	$23M
Citadel Advisors LLC Hedge fund	+94K +139.4%	162K	$10.6M
Millennium Management LLC Hedge fund	+94K +29.3%	415K	$27.2M
Scharf Investments, LLC	+90K +28.0%	412K	$27M
Quantinno Capital Management LP	+83K +34.2%	328K	$21.4M
Los Angeles Capital Management LLC Active manager	+81K New position	81K	$5.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+61K New position	61K	$4M
Algert Global LLC Hedge fund	+53K New position	53K	$3.5M
Russell Investments Group, Ltd.	+51K +152.0%	85K	$5.5M
Goldman Sachs Group Inc	+50K +95.6%	103K	$6.7M
Point72 Asset Management, L.P. Hedge fund	+50K +179.3%	77K	$5M
HRT Financial LP	+49K +44.5%	160K	$10.5M
Nuveen, LLC	+46K +204.9%	69K	$4.5M
Balyasny Asset Management L.P. Hedge fund	+39K New position	39K	$2.5M
BNP Paribas Financial Markets	+38K +711.3%	44K	$2.9M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	+375K +179.0%	584K	$38.2M
D. E. Shaw & Co., Inc. Hedge fund	+198K +67.6%	490K	$32.1M
Gotham Asset Management, LLC Hedge fund	+178K +410.1%	222K	$14.5M
Trexquant Investment LP Hedge fund	+164K +395.5%	205K	$13.4M
Jacobs Levy Equity Management, Inc Active manager	+119K +51.5%	351K	$23M
Citadel Advisors LLC Hedge fund	+94K +139.4%	162K	$10.6M
Millennium Management LLC Hedge fund	+94K +29.3%	415K	$27.2M
Los Angeles Capital Management LLC Active manager	+81K New position	81K	$5.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+61K New position	61K	$4M
Algert Global LLC Hedge fund	+53K New position	53K	$3.5M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Southpoint Capital Advisors LP Hedge fund	−362K Sold out	0	—
Susquehanna International Group, LLP	−109K Sold out	0	—
Marshall Wace, LLP Hedge fund	−107K −77.7%	31K	$2M
Deltroit Asset Management (UK) LLP	−84K Sold out	0	—
Old West Investment Management, LLC	−79K Sold out	0	—
Vanguard Asset Management, Ltd	−63K −80.8%	15K	$985,199
Lighthouse Investment Partners, LLC Hedge fund	−61K −68.9%	28K	$1.8M
Morgan Stanley	−46K −25.8%	133K	$8.7M
Ethic Inc.	−34K −84.8%	6,136	$401,540
Arrowmark Colorado Holdings LLC	−29K −15.7%	155K	$10.1M
Orvieto Partners, L.P.	−28K −35.1%	51K	$3.4M
Geode Capital Management, LLC Index funds	−21K −13.9%	128K	$8.4M
Envestnet Asset Management Inc	−20K −21.7%	73K	$4.8M
Virtu Financial LLC	−19K −49.0%	19K	$1.3M
Inceptionr LLC	−15K Sold out	0	—
UBS Group AG	−14K −12.1%	100K	$6.5M
Maverick Capital Ltd Hedge fund	−14K Sold out	0	—
Mirabella Financial Services LLP	−11K Sold out	0	—
Farringdon Capital, Ltd.	−9,261 Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−9,174 −19.9%	37K	$2.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Southpoint Capital Advisors LP Hedge fund	−362K Sold out	0	—
Marshall Wace, LLP Hedge fund	−107K −77.7%	31K	$2M
Lighthouse Investment Partners, LLC Hedge fund	−61K −68.9%	28K	$1.8M
Maverick Capital Ltd Hedge fund	−14K Sold out	0	—
Schonfeld Strategic Advisors LLC Hedge fund	−9,174 −19.9%	37K	$2.4M
Verition Fund Management LLC Hedge fund	−6,222 Sold out	0	—
AQR Capital Management LLC Hedge fund	−5,257 −11.1%	42K	$2.8M
Renaissance Technologies LLC Hedge fund	−4,600 Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Los Angeles Capital Management LLCActive manager	81K	$5.3M
Arrowstreet Capital, Limited PartnershipHedge fund	61K	$4M
Algert Global LLCHedge fund	53K	$3.5M
Balyasny Asset Management L.P.Hedge fund	39K	$2.5M
Inspire Investing, LLC	9,409	$615,725
Gsa Capital Partners LLP	8,167	$534,000
Man Group PLCHedge fund	7,838	$512,919
Connor, Clark & Lunn Investment Management Ltd.	4,664	$305,212
Jain Global LLCHedge fund	4,214	$275,764
Mraz, Amerine & Associates, Inc.	4,085	$267,322

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Southpoint Capital Advisors LPHedge fund	362K	$17.3M
Susquehanna International Group, LLP	109K	$5.2M
Deltroit Asset Management (UK) LLP	84K	$4M
Old West Investment Management, LLC	79K	$3.8M
Inceptionr LLC	15K	$709,055
Maverick Capital LtdHedge fund	14K	$650,811
Mirabella Financial Services LLP	11K	$538,289
Farringdon Capital, Ltd.	9,261	$442,491
Verition Fund Management LLCHedge fund	6,222	$297,287
Flow Traders U.S. LLC	5,913	$283,000

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 224
Ten largest holders: 52.2%
Index fund managers: 18.9%
Active managers and hedge funds: 37.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	8	9	4	+1.0M	+42.6%
Index fund managers	5	3	0	0	+40K	+2.4%
Other institutions	92	62	37	19	+155K	+4.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on U-haul Holding.

Only managers that filed a holdings report for both quarters are compared (243 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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