Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U HAUL HOLDING COMPANY (UHAL/B)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — UHAL/B

Based on 286 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UHAL/B positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
286 hedge funds hold UHAL/B 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/B is almost the same as a year ago (+6 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 44% buying

139 buying180 selling
Last quarter: 180 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 33 → 47 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 23% medium 22% new
158 out of 286 hedge funds have held UHAL/B 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

41 → 34 → 33 → 47 → 50 new funds/Q
New funds entering each quarter: 34 → 33 → 47 → 50. A growing number of institutions are discovering UHAL/B each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

59% veterans 15% 1-2yr 26% new
Of 288 current holders: 170 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 286 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in UHAL/B. 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.

Hedge Fund Ownership: UHAL/B

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

Market Analysis: UHAL/B

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UHAL/B

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 1 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: UHAL/B
2026 Q1 Stats Unlock in 20 days 288 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 288 303 -4.95%
13F Shares 63M 64M -1.47%
Total Value $2.95B $3.26B -9.72%
New Positions 50 47 +3
Increased Positions 92 99 -7
Closed Positions 65 34 +31
Reduced Positions 119 111 +8
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UHAL/B

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

288 + investors

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

Top 25 institutional holders of UHAL/B — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 REINHART PARTNERS, LLC. 2.35% 1,833,018 $81.9M
2 SCHARF INVESTMENTS, LLC 1.22% 888,941 $39.7M
3 Lakewood Asset Management LLC 1.02% 35,612 $1.6M
4 Vision Capital Management, Inc. 0.89% 157,141 $7.0M
5 Skylands Capital, LLC 0.50% 85,365 $3.8M
6 HARBOR CAPITAL ADVISORS, INC. 0.43% 120,117 $5K
7 CREDIT INDUSTRIEL ET COMMERCIAL 0.36% 104,698 $4.7M
8 Chemistry Wealth Management LLC 0.32% 41,320 $1.8M
9 Lipe & Dalton 0.29% 12,190
10 Steadtrust LLC 0.18% 7,180 $321K
11 Norman Fields, Gottscho Capital Management, LLC 0.14% 9,235 $413K
12 Legacy Wealth Asset Management, LLC 0.11% 10,309 $461K
13 LECAP ASSET MANAGEMENT LTD 0.08% 4,772 $213K
14 Red Door Wealth Management, LLC 0.03% 6,200 $277K
15 Baker Ellis Asset Management LLC 0.02% 4,540 $203K
16 State of Alaska, Department of Revenue 0.02% 38,030 $2K
17 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% 35,797 $1.6M
18 Police & Firemen's Retirement System of New Jersey 0.02% 43,919 $2.0M
19 Kennebec Savings Bank 0.02% 411 $18K
20 FINANCIAL CONSULATE, INC 0.01% 2,322 $104K
21 Daytona Street Capital LLC 0.01% 360 $16K
22 GAMMA Investing LLC 0.01% 3,296 $147K
23 CVA Family Office, LLC 0.01% 1,143 $51K
24 GREENLEAF TRUST 0.01% 11,921 $533K
25 KLP KAPITALFORVALTNING AS 0.00% 23,300 $1.0M
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/B)

What does the Smart Money Trend signal show for UHAL/B?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UHAL/B positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UHAL/B?

More sellers than buyers — 44% buying: Last quarter: 180 funds reduced or exited vs 139 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UHAL/B holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 286 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in UHAL/B. 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/B?

55% of holders stayed for 2+ years: 158 out of 286 hedge funds have held UHAL/B 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.