UHAL Institutional Ownership
U-Haul Holding Company
1W: -1.2%
1M: -8.3%
3M: -22.3%
YTD: +10.1%
1Y: +0.2%
3Y: +7.9%
5Y: -22.6%
$55.62
-0.02 (-0.04%)
Weekly Expected Move ±3.5%
$52
$54
$56
$58
$60
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 $2.73 (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 $2.73 (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
250
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$592M
Total Invested
50
New Positions
78
Increased
75
Reduced
24
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (270 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 664,394 | $37M | +154,297 | +30.2% | 102Q | SEC ↗ |
| 2 | TWO SIGMA INVESTMENTS, LP | 583,933 | $32M | +374,649 | +179.0% | 15Q | SEC ↗ |
| 3 | NORGES BANK NEW | 546,476 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 4 | D. E. Shaw & Co., Inc. | 489,815 | $27M | +197,537 | +67.6% | 22Q | SEC ↗ |
| 5 | BlackRock, Inc. | 478,754 | $27M | +4,507 | +1.0% | 8Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 425,551 | $24M | +20,851 | +5.2% | 2Q | SEC ↗ |
| 7 | MILLENNIUM MANAGEMENT LLC | 415,461 | $23M | +94,174 | +29.3% | 6Q | SEC ↗ |
| 8 | Scharf Investments, LLC | 412,078 | $23M | +90,076 | +28.0% | 13Q | SEC ↗ |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 360,569 | $20M | +5,967 | +1.7% | 2Q | SEC ↗ |
| 10 | JACOBS LEVY EQUITY MANAGEMENT, INC | 351,018 | $20M | +119,383 | +51.5% | 12Q | SEC ↗ |
| 11 | Quantinno Capital Management LP | 327,776 | $18M | +83,479 | +34.2% | 10Q | SEC ↗ |
| 12 | YACKTMAN ASSET MANAGEMENT LP | 325,376 | $18M | +7 | +0.0% | 34Q | SEC ↗ |
| 13 | Gotham Asset Management, LLC | 221,815 | $12M | +178,329 | +410.1% | 4Q | SEC ↗ |
| 14 | STATE STREET CORP | 206,087 | $11M | +29,573 | +16.8% | 43Q | SEC ↗ |
| 15 | Trexquant Investment LP | 205,093 | $11M | +163,698 | +395.5% | 6Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 162,159 | $9M | +94,413 | +139.4% | 7Q | SEC ↗ |
| 17 | HRT FINANCIAL LP | 159,876 | $9M | +49,234 | +44.5% | 14Q | SEC ↗ |
| 18 | ArrowMark Colorado Holdings LLC | 155,000 | $9M | -28,800 | -15.7% | 26Q | SEC ↗ |
| 19 | MORGAN STANLEY | 133,187 | $7M | -46,359 | -25.8% | 60Q | SEC ↗ |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 128,215 | $7M | -20,766 | -13.9% | 92Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 103,053 | $6M | +50,361 | +95.6% | 15Q | SEC ↗ |
| 22 | UBS Group AG | 99,905 | $6M | -13,780 | -12.1% | 47Q | SEC ↗ |
| 23 | Russell Investments Group, Ltd. | 84,524 | $5M | +50,986 | +152.0% | 39Q | SEC ↗ |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC NEW | 81,234 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Point72 Asset Management, L.P. | 77,151 | $4M | +49,532 | +179.3% | 2Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 73,120 | $4M | -20,246 | -21.7% | 14Q | SEC ↗ |
| 27 | Bruce & Co., Inc. | 72,600 | $4M | -1,300 | -1.8% | 51Q | SEC ↗ |
| 28 | Nuveen, LLC | 68,528 | $4M | +46,053 | +204.9% | 6Q | SEC ↗ |
| 29 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 61,243 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 59,205 | $3M | -549 | -0.9% | 2Q | SEC ↗ |
| 31 | ALGERT GLOBAL LLC NEW | 53,160 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | OCCUDO QUANTITATIVE STRATEGIES LP | 52,994 | $3M | +18,515 | +53.7% | 4Q | SEC ↗ |
| 33 | Orvieto Partners, L.P. | 51,418 | $3M | -27,785 | -35.1% | 7Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 46,529 | $3M | -4,874 | -9.5% | 15Q | SEC ↗ |
| 35 | NORTHERN TRUST CORP | 46,200 | $3M | +672 | +1.5% | 110Q | SEC ↗ |
| 36 | Wallace Capital Management Inc. | 45,170 | $3M | -1,475 | -3.2% | 2Q | SEC ↗ |
| 37 | BNP PARIBAS FINANCIAL MARKETS | 43,590 | $2M | +38,217 | +711.3% | 47Q | SEC ↗ |
| 38 | BARCLAYS PLC | 42,938 | $2M | +33,841 | +372.0% | 45Q | SEC ↗ |
| 39 | AQR CAPITAL MANAGEMENT LLC | 42,298 | $2M | -5,257 | -11.1% | 62Q | SEC ↗ |
| 40 | IEQ CAPITAL, LLC | 40,206 | $2M | +26,490 | +193.1% | 3Q | SEC ↗ |
| 41 | Balyasny Asset Management L.P. NEW | 38,963 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 38,038 | $2M | +7,269 | +23.6% | 2Q | SEC ↗ |
| 43 | Schonfeld Strategic Advisors LLC | 36,933 | $2M | -9,174 | -19.9% | 4Q | SEC ↗ |
| 44 | ABRAMS CAPITAL MANAGEMENT, L.P. | 36,401 | $2M | — | +0.0% | 39Q | SEC ↗ |
| 45 | XTX Topco Ltd | 35,017 | $2M | +17,388 | +98.6% | 3Q | SEC ↗ |
| 46 | ROYAL BANK OF CANADA | 31,580 | $2M | -2,683 | -7.8% | 52Q | SEC ↗ |
| 47 | TUDOR INVESTMENT CORP ET AL | 31,095 | $2M | +11,097 | +55.5% | 6Q | SEC ↗ |
| 48 | MARSHALL WACE, LLP | 30,612 | $2M | -106,942 | -77.7% | 2Q | SEC ↗ |
| 49 | WORLDQUANT MILLENNIUM ADVISORS LLC | 29,564 | $2M | +23,873 | +419.5% | 3Q | SEC ↗ |
| 50 | Lighthouse Investment Partners, LLC | 27,542 | $2M | -60,998 | -68.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 546,476 | $30M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 81,234 | $5M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 61,243 | $3M |
| ALGERT GLOBAL LLC | 53,160 | $3M |
| Balyasny Asset Management L.P. | 38,963 | $2M |
| Inspire Investing, LLC | 9,409 | $523K |
| GSA CAPITAL PARTNERS LLP | 8,167 | $454K |
| Man Group plc | 7,838 | $436K |
| Connor, Clark & Lunn Investment Man | 4,664 | $259K |
| Jupiter Topco LLC | 4,400 | $245K |
| Jain Global LLC | 4,214 | $234K |
| Mraz, Amerine & Associates, Inc. | 4,085 | $227K |
| Marex Group Ltd | 4,054 | $225K |
| Graham Capital Management, L.P. | 4,031 | $224K |
| Frec Markets, Inc. | 3,935 | $219K |
| HUB Investment Partners, LLC | 3,783 | $210K |
| Optas, LLC | 3,722 | $207K |
| Quadcap Wealth Management, LLC | 3,584 | $199K |
| Chicago Partners Investment Group L | 3,479 | $194K |
| Baker Ellis Asset Management LLC | 3,460 | $192K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Southpoint Capital Advisors LP | 362,000 | $20M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 108,752 | $6M |
| Deltroit Asset Management (UK) LLP | 84,418 | $5M |
| Old West Investment Management, LLC | 79,320 | $4M |
| Tensile Capital Management LP | 35,000 | $2M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 19,153 | $1M |
| INCEPTIONR LLC | 14,840 | $825K |
| MAVERICK CAPITAL LTD | 13,621 | $758K |
| ExodusPoint Capital Management, LP | 12,879 | $716K |
| Lotus Technology Management, LP | 11,974 | $666K |
| MIRABELLA FINANCIAL SERVICES LLP | 11,266 | $627K |
| Farringdon Capital, Ltd. | 9,261 | $515K |
| Caprock Group, LLC | 8,290 | $461K |
| Cynosure Group, LLC | 8,136 | $453K |
| GABELLI FUNDS LLC | 8,000 | $445K |
| Shay Capital LLC | 8,000 | $445K |
| Versor Investments LP | 7,580 | $422K |
| Verition Fund Management LLC | 6,222 | $346K |
| FLOW TRADERS U.S. LLC | 5,913 | $329K |
| Dynamic Technology Lab Private Ltd | 5,530 | $308K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +374,649 | +179.0% | 583,933 |
| D. E. Shaw & Co., Inc. | +197,537 | +67.6% | 489,815 |
| Gotham Asset Management, LLC | +178,329 | +410.1% | 221,815 |
| Trexquant Investment LP | +163,698 | +395.5% | 205,093 |
| DIMENSIONAL FUND ADVISORS LP | +154,297 | +30.2% | 664,394 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | +119,383 | +51.5% | 351,018 |
| CITADEL ADVISORS LLC | +94,413 | +139.4% | 162,159 |
| MILLENNIUM MANAGEMENT LLC | +94,174 | +29.3% | 415,461 |
| Scharf Investments, LLC | +90,076 | +28.0% | 412,078 |
| Quantinno Capital Management LP | +83,479 | +34.2% | 327,776 |
| Russell Investments Group, Ltd. | +50,986 | +152.0% | 84,524 |
| GOLDMAN SACHS GROUP INC | +50,361 | +95.6% | 103,053 |
| Point72 Asset Management, L.P. | +49,532 | +179.3% | 77,151 |
| HRT FINANCIAL LP | +49,234 | +44.5% | 159,876 |
| Nuveen, LLC | +46,053 | +204.9% | 68,528 |
| BNP PARIBAS FINANCIAL MARKETS | +38,217 | +711.3% | 43,590 |
| BARCLAYS PLC | +33,841 | +372.0% | 42,938 |
| STATE STREET CORP | +29,573 | +16.8% | 206,087 |
| IEQ CAPITAL, LLC | +26,490 | +193.1% | 40,206 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | +23,873 | +419.5% | 29,564 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MARSHALL WACE, LLP | -106,942 | -77.7% | 30,612 |
| VANGUARD ASSET MANAGEMENT, Ltd | -63,178 | -80.8% | 15,055 |
| Lighthouse Investment Partners, LLC | -60,998 | -68.9% | 27,542 |
| MORGAN STANLEY | -46,359 | -25.8% | 133,187 |
| Ethic Inc. | -34,242 | -84.8% | 6,136 |
| ArrowMark Colorado Holdings LLC | -28,800 | -15.7% | 155,000 |
| Orvieto Partners, L.P. | -27,785 | -35.1% | 51,418 |
| GEODE CAPITAL MANAGEMENT, LLC | -20,766 | -13.9% | 128,215 |
| ENVESTNET ASSET MANAGEMENT INC | -20,246 | -21.7% | 73,120 |
| Virtu Financial LLC | -18,614 | -49.0% | 19,398 |
| UBS Group AG | -13,780 | -12.1% | 99,905 |
| Schonfeld Strategic Advisors LLC | -9,174 | -19.9% | 36,933 |
| VARCOV Co. | -7,725 | -25.8% | 22,195 |
| AQR CAPITAL MANAGEMENT LLC | -5,257 | -11.1% | 42,298 |
| Summit Trail Advisors, LLC | -5,244 | -17.5% | 24,674 |
| State of Wyoming | -5,127 | -65.2% | 2,733 |
| BANK OF AMERICA CORP /DE | -4,874 | -9.5% | 46,529 |
| ROYAL BANK OF CANADA | -2,683 | -7.8% | 31,580 |
| SEI INVESTMENTS CO | -2,627 | -9.8% | 24,278 |
| HighTower Advisors, LLC | -2,198 | -31.0% | 4,890 |