U HAUL HOLDING COMPANY (UHALB)
Institutional ownership reported to the SEC as of Q3 2026, across 24 quarters.
13
Reporting holders
$103.7M
Reported value
0.0%
Calls
0.0%
Puts
-322
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| REINHART PARTNERS, LLC. | $102.1M | 1,931,052 | 2.48% | 16q | -1.0%-$1.1M |
| Legacy Wealth Asset Management, LLC | $565.6K | 10,702 | 0.12% | 16q | HELD |
| Norman Fields, Gottscho Capital Management, LLC | $488.1K | 9,235 | 0.15% | 16q | HELD |
| DIVERSIFIED MANAGEMENT INC | $234.7K | 4,441 | 0.04% | new | NEW |
| GAMMA Investing LLC | $185.6K | 3,512 | 0.01% | 12q | +2.1%+$3.8K |
| Versant Capital Management, Inc | $66.9K | 1,265 | 0.01% | 9q | +53.0%+$23.1K |
| Farther Finance Advisors, LLC | $48.3K | 914 | 0.00% | 16q | +41.9%+$14.3K |
| CoreCap Advisors, LLC | $31.9K | 603 | 0.00% | 9q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $19.4K | 368 | 0.01% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $7.6K | 143 | 0.00% | 16q | -27.8%-$2.9K |
| Planning Strategies Inc. | $1.4K | 26 | 0.00% | 2q | +4.0% |
| Marquette Asset Management, LLC | $476 | 9 | 0.00% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $53 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $103.7M | 1,962,271 | 3 | 4 | 2 | 0.0% |
| Q2 2026 | 335 | $3.8B | 66,463,525 | 60 | 108 | 96 | 0.1% |
| Q1 2026 | 295 | $2.8B | 63,029,584 | 33 | 110 | 91 | 0.0% |
| Q4 2025 | 311 | $3.0B | 63,844,514 | 38 | 90 | 120 | 0.0% |
| Q3 2025 | 335 | $3.3B | 65,044,482 | 50 | 103 | 112 | 0.1% |
| Q2 2025 | 321 | $3.5B | 64,151,990 | 30 | 119 | 100 | 0.0% |
| Q1 2025 | 323 | $3.8B | 64,419,849 | 32 | 106 | 99 | 0.0% |
| Q4 2024 | 314 | $4.1B | 64,090,077 | 36 | 100 | 97 | 0.0% |
| Q3 2024 | 290 | $4.6B | 63,481,178 | 38 | 89 | 80 | 0.0% |
| Q2 2024 | 279 | $3.8B | 64,074,715 | 30 | 104 | 71 | 0.0% |
| Q1 2024 | 286 | $4.3B | 64,303,689 | 30 | 77 | 98 | 0.1% |
| Q4 2023 | 281 | $4.5B | 63,752,764 | 36 | 81 | 86 | 0.1% |
| Q3 2023 | 253 | $3.3B | 62,777,237 | 16 | 80 | 73 | 0.1% |
| Q2 2023 | 279 | $3.1B | 61,967,459 | 33 | 81 | 91 | 0.0% |
| Q1 2023 | 278 | $3.4B | 65,784,214 | 37 | 84 | 90 | 0.2% |
| Q4 2022 | 268 | $3.5B | 62,986,213 | 263 | 0 | 0 | 0.6% |
| Q3 2022 | 1 | $967.0K | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2022 | 1 | $1.1M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2022 | 1 | $1.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 2 | $3.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2021 | 2 | $5.2M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $3.8M | 0 | 2 | 0 | 0 | 100.0% |
| Q1 2021 | 1 | $1.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2020 | 2 | $1.4M | 0 | 4 | 0 | 0 | 100.0% |