207 tracked 13F filers disclose a position in UHAL as of the latest SEC 13F filings, a combined $422.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORGES BANK | $27.5M | 546K | ▲+2.2% Added · +12K sh | Q4 2025 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $24.4M | 510K | ▲+24% Added · +98K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $22.7M | 474K | ▼−6.5% Reduced · −33K sh | Q1 2026 | |
| 4 | SCHARF INVESTMENTS, LLC | $27.0M | 412K | ▲+28% Added · +90K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 405K | →First observed position No prior filed position | Q1 2026 | |
| 6 | Southpoint Capital Advisors LP | $17.3M | 362K | ▼−40% Reduced · −238K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.9M | 355K | →First observed position No prior filed position | Q1 2026 | |
| 8 | YACKTMAN ASSET MANAGEMENT LP | $21.3M | 325K | ▲~0% Added · +7 sh | Q2 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $15.4M | 321K | ▲27× Added · +309K sh | Q1 2026 | |
| 10 | D. E. Shaw & Co., Inc. | $14.0M | 292K | ▲+51% Added · +99K sh | Q1 2026 | |
| 11 | Quantinno Capital Management LP | $11.7M | 244K | ▼−16% Reduced · −47K sh | Q1 2026 | |
| 12 | JACOBS LEVY EQUITY MANAGEMENT, INC | $11.1M | 232K | ▲+206% Added · +156K sh | Q1 2026 | |
| 13 | Gotham Asset Management, LLC | $14.5M | 222K | ▲+410% Added · +178K sh | Q2 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $10.0M | 209K | ▲+23% Added · +39K sh | Q1 2026 | |
| 15 | STATE STREET CORP | $13.5M | 206K | ▲+17% Added · +30K sh | Q2 2026 | |
| 16 | ArrowMark Colorado Holdings LLC | $8.8M | 184K | ▼−16% Reduced · −34K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $8.6M | 180K | ▼−6.2% Reduced · −12K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $10.6M | 162K | ▲+139% Added · +94K sh | Q2 2026 | |
| 19 | MARSHALL WACE, LLP | $6.6M | 138K | ▲+130% Added · +78K sh | Q1 2026 | |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | $8.4M | 128K | ▼−14% Reduced · −21K sh | Q2 2026 | |
| 21 | UBS Group AG | $5.4M | 114K | ▲+121% Added · +62K sh | Q1 2026 | |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 109K | ▲+59% Added · +40K sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 93K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 24 | Lighthouse Investment Partners, LLC | $4.2M | 89K | ▲New +89K sh | Q1 2026 | |
| 25 | LOS ANGELES CAPITAL MANAGEMENT LLC | $5.3M | 81K | ▲Added Added · +81K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in UHAL and 23 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 114 funds | $136.3B |
| NVIDIA CORPNVDA | 107 funds | $216.0B |
| APPLE INCAAPL | 107 funds | $161.3B |
| AMAZON.COM INCAMZN | 107 funds | $96.0B |
| ALPHABET INC-CL AGOOGL | 106 funds | $79.6B |
| ALPHABET INC-CL CGOOG | 105 funds | $64.7B |
| META PLATFORMS INC-CLASS AMETA | 104 funds | $57.9B |
| JPMORGAN CHASE & COJPM | 104 funds | $31.7B |
| BROADCOM INCAVGO | 103 funds | $83.7B |
| VISA INC-CLASS A SHARESV | 103 funds | $29.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 103 funds | $20.3B |
| BANK OF AMERICA CORPBAC | 103 funds | $14.4B |
Ranked by how many of UHAL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2022 | Schmidt Karl A. | Director | Buy (P) | 200 | $94K |
| Dec 16, 2021 | SHOEN EDWARD J | Chairman, President, Director, 10% Owner | Buy (P) | 15K | $10.6M |
| Dec 16, 2021 | SHOEN EDWARD J | Chairman, President, Director, 10% Owner | Sell (S) | 15K | $10.6M |
| Dec 10, 2021 | Brogan John P. | Director | Sell (S) | 250 | $177K |
| Jun 16, 2021 | Martz Carrie | Insider | Buy (P) | 5 | $3K |
| Jun 15, 2021 | SHOEN MARK V | 10% Owner | Buy (P) | 99 | $53K |
| Jun 15, 2021 | SHOEN MARK V | 10% Owner | Buy (P) | 1K | $553K |
| Jun 15, 2021 | SHOEN MARK V | 10% Owner | Buy (P) | 683 | $368K |
| Jun 15, 2021 | SHOEN MARK V | 10% Owner | Buy (P) | 80K | $44.2M |
| Jun 15, 2021 | SHOEN EDWARD J | Chairman/President, Director, 10% Owner | Buy (P) | 80K | $44.2M |
| Jun 15, 2021 | SHOEN EDWARD J | Chairman/President, Director, 10% Owner | Buy (P) | 99 | $53K |
| Jun 15, 2021 | SHOEN EDWARD J | Chairman/President, Director, 10% Owner | Buy (P) | 1K | $553K |
Connected entities for UHAL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UHAL/capital-change-brief"
Use Arkolith's capital_change_brief for UHAL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UHAL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.