UHAL-B Institutional Ownership
U-Haul Holding Company
1W: -2.0%
1M: -8.2%
3M: -22.7%
YTD: +4.5%
1Y: -3.4%
3Y: -0.1%
$48.85
-0.45 (-0.91%)
Pre-Market: $49.00 (+0.15, +0.31%)
Weekly Expected Move ±3.5%
$46
$48
$49
$51
$53
Credit Risk of going bust: higher than 51% of companies Debt: 45.6% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.40 (down 95%), U-Haul Holding Company would be worth roughly what it owes.
Total debt $8.15B against a stock market value of $9.71B.
Distance to default 5.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.07B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 2.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.40 (down 95%), U-Haul Holding Company would be worth roughly what it owes.
Total debt $8.15B against a stock market value of $9.71B.
Distance to default 5.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $4.07B (short-term plus half of long-term), stock volatility 34.0%; Altman Z'' 2.55. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — UHAL-B
359
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
64
New Positions
108
Increased
132
Reduced
23
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (391 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | YACKTMAN ASSET MANAGEMENT LP | 6,197,210 | $303M | +148,879 | +2.5% | 15Q | SEC ↗ |
| 2 | DIMENSIONAL FUND ADVISORS LP | 4,703,268 | $230M | +393,350 | +9.1% | 15Q | SEC ↗ |
| 3 | BlackRock, Inc. | 4,612,533 | $225M | +1,684 | +0.0% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4,400,067 | $215M | -5,987 | -0.1% | 2Q | SEC ↗ |
| 5 | FMR LLC | 4,216,288 | $206M | -306,611 | -6.8% | 15Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,768,481 | $184M | -75,680 | -2.0% | 2Q | SEC ↗ |
| 7 | ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | $159M | — | +0.0% | 15Q | SEC ↗ |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,470,586 | $121M | -700,543 | -22.1% | 15Q | SEC ↗ |
| 9 | Smead Capital Management, Inc. | 2,031,260 | $99M | -115,165 | -5.4% | 15Q | SEC ↗ |
| 10 | REINHART PARTNERS, LLC. | 1,951,075 | $95M | +118,057 | +6.4% | 15Q | SEC ↗ |
| 11 | STATE STREET CORP | 1,947,020 | $95M | +47,887 | +2.5% | 15Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1,753,727 | $86M | -38,282 | -2.1% | 15Q | SEC ↗ |
| 13 | D. E. Shaw & Co., Inc. | 1,272,655 | $62M | +262,166 | +25.9% | 7Q | SEC ↗ |
| 14 | NORGES BANK NEW | 1,010,271 | $49M | — | +0.0% | 1Q | SEC ↗ |
| 15 | THOMPSON SIEGEL & WALMSLEY LLC | 934,250 | $46M | -473,997 | -33.7% | 6Q | SEC ↗ |
| 16 | Sixth Street Partners Management Compa NEW | 856,339 | $42M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 856,339 | $42M | +16,145 | +1.9% | 15Q | SEC ↗ |
| 18 | Scharf Investments, LLC | 821,423 | $40M | -67,518 | -7.6% | 13Q | SEC ↗ |
| 19 | STATE OF WISCONSIN INVESTMENT BOARD | 755,372 | $37M | +446,304 | +144.4% | 15Q | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 671,246 | $33M | +409,675 | +156.6% | 3Q | SEC ↗ |
| 21 | VANGUARD FIDUCIARY TRUST CO | 630,447 | $31M | +8,419 | +1.4% | 2Q | SEC ↗ |
| 22 | Artisan Partners Limited Partnership | 622,578 | $30M | -348,085 | -35.9% | 15Q | SEC ↗ |
| 23 | Wallace Capital Management Inc. | 557,360 | $27M | +15,470 | +2.9% | 2Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 536,227 | $26M | -6,661 | -1.2% | 15Q | SEC ↗ |
| 25 | Tweedy, Browne Co LLC | 462,827 | $23M | -505 | -0.1% | 13Q | SEC ↗ |
| 26 | Bruce & Co., Inc. | 417,000 | $20M | -35,000 | -7.7% | 15Q | SEC ↗ |
| 27 | MILLENNIUM MANAGEMENT LLC | 391,829 | $19M | -82,166 | -17.3% | 15Q | SEC ↗ |
| 28 | Tidal Investments LLC | 367,854 | $18M | -21,846 | -5.6% | 4Q | SEC ↗ |
| 29 | MORGAN STANLEY | 361,408 | $18M | +26,815 | +8.0% | 15Q | SEC ↗ |
| 30 | MACKENZIE FINANCIAL CORP NEW | 322,538 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 31 | Tensile Capital Management LP | 316,610 | $15M | -64,785 | -17.0% | 3Q | SEC ↗ |
| 32 | HRT FINANCIAL LP | 297,499 | $15M | +161,873 | +119.4% | 6Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 293,393 | $14M | +10,679 | +3.8% | 15Q | SEC ↗ |
| 34 | AMERICAN CENTURY COMPANIES INC | 286,681 | $14M | +143,161 | +99.7% | 15Q | SEC ↗ |
| 35 | THIRD AVENUE MANAGEMENT LLC | 283,872 | $14M | -503 | -0.2% | 15Q | SEC ↗ |
| 36 | Invesco Ltd. | 276,706 | $14M | +73,614 | +36.2% | 15Q | SEC ↗ |
| 37 | DigitalBridge Group, Inc. | 275,961 | $13M | -71,939 | -20.7% | 2Q | SEC ↗ |
| 38 | ROYAL BANK OF CANADA | 257,568 | $13M | +10,680 | +4.3% | 15Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 254,365 | $12M | +53,074 | +26.4% | 15Q | SEC ↗ |
| 40 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 238,617 | $12M | -6,232 | -2.5% | 15Q | SEC ↗ |
| 41 | FULLER & THALER ASSET MANAGEMENT, INC. | 218,963 | $11M | +8,261 | +3.9% | 15Q | SEC ↗ |
| 42 | Deltroit Asset Management (UK) LLP NEW | 212,271 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 43 | GOLDMAN SACHS GROUP INC | 209,012 | $10M | -69,790 | -25.0% | 15Q | SEC ↗ |
| 44 | UBS AM, a distinct business unit of UB | 207,479 | $10M | +6,688 | +3.3% | 15Q | SEC ↗ |
| 45 | Swiss National Bank | 203,600 | $10M | -5,900 | -2.8% | 15Q | SEC ↗ |
| 46 | LOS ANGELES CAPITAL MANAGEMENT LLC | 187,828 | $9M | +187,800 | +670714.3% | 3Q | SEC ↗ |
| 47 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 187,386 | $9M | +147,541 | +370.3% | 5Q | SEC ↗ |
| 48 | Bayberry Capital Partners LP | 185,000 | $9M | -105,000 | -36.2% | 7Q | SEC ↗ |
| 49 | NFC Investments, LLC | 180,087 | $9M | +1,714 | +1.0% | 3Q | SEC ↗ |
| 50 | Edgestream Partners, L.P. | 174,884 | $9M | +157,908 | +930.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,010,271 | $49M |
| Sixth Street Partners Management Co | 856,339 | $42M |
| MACKENZIE FINANCIAL CORP | 322,538 | $16M |
| Deltroit Asset Management (UK) LLP | 212,271 | $10M |
| Capula Management Ltd | 101,811 | $5M |
| FRANKLIN RESOURCES INC | 96,757 | $5M |
| Trexquant Investment LP | 63,000 | $3M |
| Logan Stone Capital, LLC | 50,089 | $2M |
| NATIXIS | 47,426 | $2M |
| Jupiter Topco LLC | 47,100 | $2M |
| Ethic Inc. | 35,949 | $2M |
| ExodusPoint Capital Management, LP | 24,505 | $1M |
| ALGERT GLOBAL LLC | 15,300 | $747K |
| Farringdon Capital, Ltd. | 14,770 | $722K |
| NEUBERGER BERMAN GROUP LLC | 13,402 | $655K |
| Johnson Financial Group, LLC | 10,353 | $506K |
| Frec Markets, Inc. | 10,251 | $501K |
| Y-Intercept (Hong Kong) Ltd | 8,416 | $411K |
| Cascade Financial Partners, LLC | 8,287 | $405K |
| Campbell & CO Investment Adviser LL | 7,953 | $389K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Southpoint Capital Advisors LP | 1,138,000 | $56M |
| Ruffer LLP | 299,133 | $15M |
| WELLINGTON MANAGEMENT GROUP LLP | 261,350 | $13M |
| Harspring Capital Management, LLC | 145,000 | $7M |
| Balyasny Asset Management L.P. | 132,582 | $6M |
| Estuary Capital Management LP | 64,800 | $3M |
| Jain Global LLC | 64,161 | $3M |
| Point72 Asset Management, L.P. | 62,630 | $3M |
| MARSHALL WACE, LLP | 59,688 | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 43,400 | $2M |
| CAPITAL FUND MANAGEMENT S.A. | 37,013 | $2M |
| TWINBEECH CAPITAL LP | 28,254 | $1M |
| HSBC HOLDINGS PLC | 24,874 | $1M |
| FOX RUN MANAGEMENT, L.L.C. | 16,772 | $819K |
| Richard Bernstein Advisors LLC | 16,688 | $815K |
| OXFORD ASSET MANAGEMENT LLP | 11,976 | $585K |
| MIRABELLA FINANCIAL SERVICES LLP | 11,652 | $569K |
| EntryPoint Capital, LLC | 11,594 | $566K |
| Brevan Howard Capital Management LP | 11,077 | $541K |
| LMR Partners LLP | 9,706 | $474K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| STATE OF WISCONSIN INVESTMENT BOARD | +446,304 | +144.4% | 755,372 |
| Qube Research & Technologies Ltd | +409,675 | +156.6% | 671,246 |
| DIMENSIONAL FUND ADVISORS LP | +393,350 | +9.1% | 4,703,268 |
| D. E. Shaw & Co., Inc. | +262,166 | +25.9% | 1,272,655 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +187,800 | +670714.3% | 187,828 |
| HRT FINANCIAL LP | +161,873 | +119.4% | 297,499 |
| Edgestream Partners, L.P. | +157,908 | +930.2% | 174,884 |
| YACKTMAN ASSET MANAGEMENT LP | +148,879 | +2.5% | 6,197,210 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +147,541 | +370.3% | 187,386 |
| AMERICAN CENTURY COMPANIES INC | +143,161 | +99.7% | 286,681 |
| REINHART PARTNERS, LLC. | +118,057 | +6.4% | 1,951,075 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +75,183 | +177.8% | 117,470 |
| Invesco Ltd. | +73,614 | +36.2% | 276,706 |
| VANGUARD ASSET MANAGEMENT, Ltd | +69,859 | +359.6% | 89,285 |
| UBS Group AG | +55,353 | +73.2% | 130,984 |
| BANK OF AMERICA CORP /DE | +53,074 | +26.4% | 254,365 |
| CITADEL ADVISORS LLC | +50,846 | +67.7% | 125,969 |
| STATE STREET CORP | +47,887 | +2.5% | 1,947,020 |
| Man Group plc | +41,058 | +66.5% | 102,831 |
| SG Americas Securities, LLC | +36,267 | +201.3% | 54,287 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | -700,543 | -22.1% | 2,470,586 |
| THOMPSON SIEGEL & WALMSLEY LLC | -473,997 | -33.7% | 934,250 |
| Artisan Partners Limited Partnershi | -348,085 | -35.9% | 622,578 |
| FMR LLC | -306,611 | -6.8% | 4,216,288 |
| RAYMOND JAMES FINANCIAL INC | -212,033 | -66.7% | 105,894 |
| Smead Capital Management, Inc. | -115,165 | -5.4% | 2,031,260 |
| Bayberry Capital Partners LP | -105,000 | -36.2% | 185,000 |
| MILLENNIUM MANAGEMENT LLC | -82,166 | -17.3% | 391,829 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -75,680 | -2.0% | 3,768,481 |
| DigitalBridge Group, Inc. | -71,939 | -20.7% | 275,961 |
| GOLDMAN SACHS GROUP INC | -69,790 | -25.0% | 209,012 |
| Scharf Investments, LLC | -67,518 | -7.6% | 821,423 |
| Tensile Capital Management LP | -64,785 | -17.0% | 316,610 |
| GEODE CAPITAL MANAGEMENT, LLC | -38,282 | -2.1% | 1,753,727 |
| Bruce & Co., Inc. | -35,000 | -7.7% | 417,000 |
| Skylands Capital, LLC | -34,400 | -40.3% | 50,965 |
| ALLSTATE CORP | -24,149 | -86.2% | 3,868 |
| Freestone Grove Partners LP | -23,118 | -82.2% | 5,015 |
| Tidal Investments LLC | -21,846 | -5.6% | 367,854 |
| Fieldview Capital Management, LLC | -21,477 | -77.8% | 6,112 |