Loading...
Loading...
Of the 12 tracked institutions holding UHAL, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +6.8pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, UHAL (U HAUL HOLDING COMPANY) is held with a combined value of $100.43M across 2,055,086 shares. The largest holder is VANGUARD GROUP INC with a position worth $43.71M. 2 funds opened new positions in the most recent quarter. 6 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$100.43M
Total Shares Held
2,055,086
Institutional Holders
12
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $43.71M | 0.00% | +1.9% |
| 2 | BlackRock, Inc. | $22.66M | 0.00% | -6.5% |
| 3 | MILLENNIUM MANAGEMENT LLC | $15.35M | 0.01% | +2583.9% |
| 4 | STATE STREET CORP | $8.43M | 0.00% | +25.6% |
| 5 | CITADEL ADVISORS LLC | $3.24M | 0.00% | +519.6% |
| 6 | AQR CAPITAL MANAGEMENT LLC | $2.23M | 0.00% | -34.6% |
| 7 | Gotham Asset Management, LLC | $2.08M | 0.01% | +28.1% |
| 8 | Point72 Asset Management, L.P. | $1.32M | 0.00% | New |
| 9 | MAVERICK CAPITAL LTD | $650.81K | 0.01% | New |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | $310.00K | 0.00% | +12.1% |
| Member | Type | Date |
|---|---|---|
| David A Perdue , Jr | Sell | Apr 14, 2020 |
| David A Perdue , Jr | Buy | Mar 18, 2020 |
| David A Perdue , Jr | Buy | Mar 17, 2020 |
| David A Perdue , Jr | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UHAL with a position worth $43.71M, representing 0.00% of their portfolio. In total, 12 institutional investors hold UHAL with a combined value of $100.43M.
In the most recent quarter, 2 funds opened a new position in UHAL. Additionally, 6 increased their holdings and 4 reduced their positions.
Institutional investors hold $100.43M worth of UHAL stock across 12 positions. The largest institutional holder is VANGUARD GROUP INC with $43.71M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UHAL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UHAL positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Sep 30, 2019 |
| David A Perdue , Jr | Sell | Feb 25, 2019 |
| David A Perdue , Jr | Buy | Jun 21, 2018 |
| David A Perdue , Jr | Buy | May 29, 2018 |
| David A Perdue , Jr | Buy | Feb 28, 2018 |
Last Close
$71.43
2026-07-24
YTD
+41.3%
97% of 52-week range