| # | 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 | ▲New +405K sh | Q1 2026 | |
| 6 | Southpoint Capital Advisors LP | $17.3M | 362K | ▼−40% Reduced · −238K sh | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.9M | 355K | ▲New +355K sh | Q1 2026 | |
| 8 | YACKTMAN ASSET MANAGEMENT LP | $15.5M | 325K | ▼−0.6% Reduced · −2K sh | Q1 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 | TWO SIGMA INVESTMENTS, LP | $10.0M | 209K | ▲+23% Added · +39K sh | Q1 2026 | |
| 14 | ArrowMark Colorado Holdings LLC | $8.8M | 184K | ▼−16% Reduced · −34K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $8.6M | 180K | ▼−6.2% Reduced · −12K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $8.4M | 177K | ▲+26% Added · +36K sh | Q1 2026 | |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 149K | ▲+16% Added · +21K sh | Q1 2026 | |
| 18 | MARSHALL WACE, LLP | $6.6M | 138K | ▲+130% Added · +78K sh | Q1 2026 | |
| 19 | UBS Group AG | $5.4M | 114K | ▲+121% Added · +62K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 109K | ▲+59% Added · +40K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 93K | ▲+3.1% Added · +3K sh | Q1 2026 | |
| 22 | Lighthouse Investment Partners, LLC | $4.2M | 89K | ▲New +89K sh | Q1 2026 | |
| 23 | Deltroit Asset Management (UK) LLP | $4.0M | 84K | ▼−18% Reduced · −18K sh | Q1 2026 | |
| 24 | VANGUARD ASSET MANAGEMENT, Ltd | $3.7M | 78K | ▲New +78K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $3.2M | 68K | ▲+520% Added · +57K sh | Q1 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 54 funds | $24.8B |
| NVIDIA CORPNVDA | 52 funds | $36.9B |
| AMAZON.COM INCAMZN | 52 funds | $19.8B |
| ALPHABET INC-CL CGOOG | 52 funds | $13.6B |
| VISA INC-CLASS A SHARESV | 52 funds | $5.9B |
| META PLATFORMS INC-CLASS AMETA | 51 funds | $11.8B |
| COSTCO WHOLESALE CORPCOST | 51 funds | $4.9B |
| SCHWAB (CHARLES) CORPSCHW | 51 funds | $1.9B |
| ZOOM COMMUNICATIONS INCZM | 51 funds | $678.0M |
| APPLE INCAAPL | 50 funds | $30.5B |
| ALPHABET INC-CL AGOOGL | 50 funds | $16.1B |
| ELI LILLY & COLLY | 50 funds | $6.1B |
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 | Foster Road LLC | 10% Owner | Buy (P) | 99 | $53K |
| Jun 15, 2021 | Foster Road LLC | 10% Owner | Buy (P) | 80K | $44.2M |
| Jun 15, 2021 | Foster Road LLC | 10% Owner | Buy (P) | 683 | $368K |
| Jun 15, 2021 | Foster Road LLC | 10% Owner | Buy (P) | 1K | $553K |
| Jun 15, 2021 | SHOEN EDWARD J | Chairman/President, Director, 10% Owner | Buy (P) | 683 | $368K |
| Jun 15, 2021 | SHOEN EDWARD J | Chairman/President, Director, 10% Owner | Buy (P) | 1K | $553K |
| Jun 15, 2021 | SHOEN MARK V | 10% Owner | Buy (P) | 99 | $53K |
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.