Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U Haul Holding Company (UHAL)

201 + 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
↑ +5
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — UHAL

Based on 201 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (98% of max)

98% of all-time peak
201 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding UHAL is almost the same as a year ago (-5 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 50% buying

95 buying96 selling
Last quarter: 95 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 28 → 35 → 33 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 18% new
125 out of 201 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.
📈

Growing discovery — still being found

32 → 28 → 35 → 33 → 37 new funds/Q
New funds entering each quarter: 28 → 35 → 33 → 37. A growing number of institutions are discovering UHAL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 21% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 204 holders: 140 (69%) are 2+ year veterans, 22 entered 1–2 years ago, and 42 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
39 of 200 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 95 hedge funds were net buyers of UHAL (37 opened a new position, 58 added to an existing one), while 96 reduced or exited (64 trimmed, 32 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 33% of total institutional value in UHAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 201.

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.

Is It Too Late to Buy U Haul Holding Company (UHAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UHAL has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
UHAL
+30.6%
XLI
+8.9%

UHAL outperformed XLI by +21.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
UHAL
+28.4%
XLI
+329.7%

Since the filing became public, UHAL outperformed XLI by -301.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: UHAL
201 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 201 196 2.55%
13F Shares 8M 8M -0.66%
Total Value $356M $378M -5.65%
New Positions 37 33 +4
Increased Positions 58 70 -12
Closed Positions 32 39 -7
Reduced Positions 62 61 +1
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: UHAL

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

201 + 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:
Top 25 UHAL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Orvieto Partners, L.P. 3.24% 79,203 $3.8M
2 Bruce & Co., Inc. 1.01% 73,900 $3.5M
3 Deltroit Asset Management (UK) LLP 0.65% 84,418 $4.0M
4 VARCOV Co. 0.53% 29,920 $1.4M
5 Scharf Investments, LLC 0.47% 322,002 $15.4M
6 Old West Investment Management, LLC 0.41% 79,320 $3.8M
7 Southpoint Capital Advisors LP 0.36% 362,000 $17.3M
8 Wallace Capital Management Inc. 0.26% 46,645 $2.2M
9 Diversified Investment Strategies, LLC 0.25% 8,036 $384K
10 ArrowMark Colorado Holdings LLC 0.23% 183,800 $8.8M
11 Kerrisdale Advisers, LLC 0.23% 12,714 $607K
12 Yacktman Asset Management LP 0.21% 325,369 $15.5M
13 Oppenheimer & Close, LLC 0.18% 5,990 $286K
14 Inceptionr LLC 0.17% 14,840 $709K
15 Mcdonald Partners LLC 0.16% 14,425 $689K
16 Lighthouse Investment Partners, LLC 0.15% 88,540 $4.2M
17 Carnegie Lake Advisors LLC 0.14% 7,545 $361K
18 Blueshift Asset Management, LLC 0.14% 9,690 $463K
19 Farringdon Capital, Ltd. 0.10% 9,261 $442K
20 Occudo Quantitative Strategies LP 0.10% 34,479 $1.8M
21 Private Capital Management, LLC 0.06% 13,200 $631K
22 Intellectus Partners, LLC 0.05% 5,263 $251K
23 Mirabella Financial Services LLP 0.05% 11,266 $538K
24 Knightsbridge Asset Management, LLC 0.05% 5,989 $302K
25 Jacobs Levy Equity Management, Inc 0.05% 231,635 $11.1M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 50% buying: Last quarter: 95 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UHAL holders?

Strong quality — 33% AUM from major funds: 39 of 200 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UHAL?

62% of holders stayed for 2+ years: 125 out of 201 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.

Is it too late to buy U Haul Holding Company (UHAL) following the 2026 Q1 hedge fund 13F filings?

As of today, UHAL has moved +28.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -301.3%. Since the quarter end (March 31, 2026), UHAL has gained +30.6% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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