Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

U Haul Holding Company (UHAL/B)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — UHAL/B

Based on 290 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
290 funds currently hold this stock — 90% of the 3.0-year high of 323 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
23 fewer hedge funds hold UHAL/B compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

153 buying145 selling
Last quarter: 153 funds bought or added vs 145 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.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 48 → 53 → 39. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 27% medium ■ 21% new
152 out of 290 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

40 → 34 → 48 → 53 → 39 new funds/Q
New funds entering each quarter: 34 → 48 → 53 → 39. A growing number of institutions are discovering UHAL/B each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 292 holders: 176 (60%) are 2+ year veterans, 39 entered 1–2 years ago, and 77 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
47 of 290 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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/B

In 2026 Q1, 153 hedge funds were net buyers of UHAL/B (39 opened a new position, 114 added to an existing one), while 145 reduced or exited (91 trimmed, 54 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 31% of total institutional value in UHAL/B is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 290.

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

-- --

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

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

Signal Freshness measures how much UHAL/B 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 · 79d ago
UHAL/B
+21.0%
XLI
+11.0%

UHAL/B outperformed XLI by +10.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
UHAL/B
+20.5%
XLI
+4.8%

Since the filing became public, UHAL/B outperformed XLI by +15.7% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 3 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: UHAL/B
290 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 290 305 -4.92%
13F Shares 63M 64M -1.35%
Total Value $2.71B $2.97B -8.63%
New Positions 39 53 -14
Increased Positions 113 91 +22
Closed Positions 54 71 -17
Reduced Positions 91 123 -32
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) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

290 + 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.

QUARTER:
Top 25 UHAL/B holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Applied Fundamental Research, LLC 7.02% 119,045 $5.3M
2 Bruce & Co., Inc. 5.77% 452,000 $20.2M
3 Bayberry Capital Partners LP 4.01% 290,000 $13.0M
4 Oppenheimer & Close, LLC 3.79% 134,687 $6.0M
5 Yacktman Asset Management LP 3.60% 6,048,331 $270.2M
6 Harspring Capital Management, LLC 3.41% 145,000 $6.5M
7 Abrams Capital Management, L.P. 3.13% 3,251,469 $145.2M
8 Wallace Capital Management Inc. 2.78% 541,890 $24.2M
9 Tensile Capital Management LP 2.44% 381,395 $17.0M
10 Diversified Investment Strategies, LLC 2.38% 83,329 $3.7M
11 Reinhart Partners, LLC. 2.35% 1,833,018 $81.9M
12 Orvieto Partners, L.P. 2.32% 60,599 $2.7M
13 Inkwell Capital LLC 2.23% 49,012 $2.2M
14 NFC Investments, LLC 2.22% 178,373 $8.0M
15 Kerrisdale Advisers, LLC 2.16% 127,232 $5.7M
16 Smead Capital Management, Inc. 2.09% 2,146,425 $95.9M
17 Third Avenue Management LLC 2.06% 284,375 $12.7M
18 Tweedy, Browne Co LLC 1.64% 463,332 $20.7M
19 Scharf Investments, LLC 1.22% 888,941 $39.7M
20 Southpoint Capital Advisors LP 1.05% 1,138,000 $50.8M
21 Lakewood Asset Management LLC 1.02% 35,612 $1.6M
22 DigitalBridge Group, Inc. 0.98% 347,900 $15.5M
23 Gratia Capital, LLC 0.91% 46,500 $2.1M
24 BCGM Wealth Management, LLC 0.91% 80,661 $3.6M
25 Gem Investment Advisors, LLC 0.89% 20,335 $908K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 51% buying: Last quarter: 153 funds bought or added vs 145 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/B holders?

Strong quality — 31% AUM from major funds: 47 of 290 holders rank in the top 100 by AUM, accounting for 31% 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/B?

52% of holders stayed for 2+ years: 152 out of 290 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.

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

As of today, UHAL/B has moved +20.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of +15.7%. Since the quarter end (March 31, 2026), UHAL/B has gained +21.0% vs +11.0% for XLI. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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