Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U Haul Holding Company (UHAL)

222 + Investors. Track Smart Money conviction in UHAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — UHAL

Based on 225 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UHAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
225 hedge funds hold UHAL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

125 buying80 selling
Last quarter: 125 funds were net buyers (49 opened a brand new position + 76 added to an existing one). Only 80 were sellers (53 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new UHAL position: 35 → 34 → 37 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 18% medium ■ 20% new
139 out of 225 hedge funds have held UHAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +56% but shares only +27% — price-driven

Value
+56%
Shares
+27%
Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +27%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

28 → 35 → 34 → 37 → 49 new funds/Q
New funds entering each quarter: 35 → 34 → 37 → 49. A growing number of institutions are discovering UHAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 22% new
Entry-cohort mix of 228 holders: 154 (68%) are 2+ year veterans, 24 entered 1–2 years ago, and 50 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
44 of 224 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in UHAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UHAL

In 2026 Q2, 125 hedge funds were net buyers of UHAL (49 opened a new position, 76 added to an existing one), while 80 reduced or exited (53 trimmed, 27 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 50% of total institutional value in UHAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 225.

Hedge Fund Ownership: UHAL

How many hedge funds hold UHAL — quarterly history vs. share price
Quarterly hedge fund ownership of UHAL vs. share price

Market Analysis: UHAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UHAL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: UHAL
2026 Q3 Stats Unlock in 5 days 222 + Investors

Track Smart Money conviction in UHAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 222 203 9.36%
13F Shares 9M 8M 13.32%
Total Value $590M $388M 51.87%
New Positions 49 37 +12
Increased Positions 75 58 +17
Closed Positions 29 31 -2
Reduced Positions 51 64 -13
Total Calls 2 1 100.0%
Total Puts 2 2 -
PUT/CALL Ratio 1.0 2.0 Neutral

Statistics: UHAL

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Financial Highlights

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Institutional Holders (2026 Q3)

222 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UHAL. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 UHAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orvieto Partners, L.P. 2.54% 51,418 $3.1M
2 Scharf Investments, LLC 0.73% 359,850 $21.7M
3 Diversified Investment Strategies, LLC 0.31% 7,911 $476K
4 Yacktman Asset Management LP 0.23% 324,719 $19.5M
5 Mcdonald Partners LLC 0.21% 14,475 $871K
6 Oppenheimer & Close, LLC 0.19% 5,230 $315K
7 Carnegie Lake Advisors LLC 0.16% 3,480 $446K
8 Net Worth Advisory Group 0.06% 3,696 $225K
9 Intellectus Partners, LLC 0.05% 5,116 $308K
10 Abrams Capital Management, L.P. 0.05% 36,401 $2.2M
11 Independent Advisor Alliance 0.04% 28,900 $1.7M
12 Knightsbridge Asset Management, LLC 0.04% 5,702 $343K
13 Mraz, Amerine & Associates, Inc. 0.04% 4,049 $244K
14 Quantinno Capital Management LP 0.04% 630,679 $37.9M
15 Axq Capital, LP 0.03% 4,206 $253K
16 Optas, LLC 0.03% 3,832 $231K
17 Highland Capital Management, LLC 0.03% 9,866 $594K
18 Inspire Investing, LLC 0.02% 9,409 $566K
19 Baker Ellis Asset Management LLC 0.02% 3,460 $208K
20 High Point Wealth Management, LLC 0.02% 430 $26K
21 Skylands Capital, LLC 0.02% 2,045 $123K
22 Y-Intercept (Hong Kong) Ltd 0.01% 9,771 $588K
23 Fulcrum Asset Management LLP 0.01% 4,370 $266K
24 Los Angeles Capital Management LLC 0.01% 55,453 $3.3M
25 Hrt Financial LP 0.01% 94,811 $5.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — U Haul Holding Company (UHAL)

What does the Smart Money Trend signal show for UHAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UHAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UHAL?

More buyers than sellers — 61% buying: Last quarter: 125 funds were net buyers (49 opened a brand new position + 76 added to an existing one). Only 80 were sellers (53 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for UHAL holders?

Elite ownership — 50% AUM from top-100 funds: 44 of 224 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in UHAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UHAL?

62% of holders stayed for 2+ years: 139 out of 225 hedge funds have held UHAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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