U-Haul Holding Company — Institutional Ownership
Which tracked institutions hold UHAL, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$627887685
Total value held
Buying
16 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $297472817 | 5091287 | +6191 | +0.12% |
| 2 | State Street Corp | $125829387 | 2153107 | +77460 | +3.73% |
| 3 | Northern Trust Corp | $33963627 | 582427 | -5989 | -1.02% |
| 4 | Morgan Stanley | $29569161 | 494595 | -19544 | -3.80% |
| 5 | Goldman Sachs Group Inc | $18803787 | 312065 | -19429 | -5.86% |
| 6 | Bank Of America Corp /De/ | $17721720 | 300894 | +48200 | +19.07% |
| 7 | Royal Bank Of Canada | $16928000 | 289148 | +7997 | +2.84% |
| 8 | Invesco Ltd. | $16269514 | 281345 | +281345 | NEW BUY |
| 9 | Digitalbridge Group, Inc. | $15922950 | 275961 | -71939 | -20.68% |
| 10 | Ubs Group Ag | $14095561 | 230889 | +230889 | NEW BUY |
| 11 | Wells Fargo & Company/Mn | $8227795 | 142192 | -20233 | -12.46% |
| 12 | Raymond James Financial Inc | $6398413 | 110300 | -212538 | -65.83% |
| 13 | Franklin Resources Inc | $5589356 | 96856 | +96856 | NEW BUY |
| 14 | Barclays Plc | $4326624 | 69225 | +22645 | +48.62% |
| 15 | Jpmorgan Chase & Co | $4264588 | 64894 | -14749 | -18.52% |
| 16 | Sei Investments Co | $2790500 | 45104 | -3925 | -8.01% |
| 17 | Citigroup Inc | $2662328 | 42891 | -22312 | -34.22% |
| 18 | Janus Henderson Group Plc | $2312129 | 51500 | +51500 | NEW BUY |
| 19 | Bank Of New York Mellon Corp | $1586854 | 24249 | +3652 | +17.73% |
| 20 | Ameriprise Financial Inc | $718597 | 10981 | +10981 | NEW BUY |
| 21 | Stifel Financial Corp | $707694 | 12265 | +12265 | NEW BUY |
| 22 | Bank Of Montreal /Can/ | $451052 | 7686 | -255 | -3.21% |
| 23 | Marex Group Ltd | $265294 | 4054 | +4054 | NEW BUY |
| 24 | Us Bancorp \De\ | $242049 | 4080 | +168 | +4.29% |
| 25 | Pnc Financial Services Group, Inc. | $217800 | 3728 | -716 | -16.11% |
| 26 | M&T Bank Corp | $202753 | 3512 | -1828 | -34.23% |
| 27 | Prudential Financial Inc | $202700 | 3513 | +3513 | NEW BUY |
| 28 | Fifth Third Bancorp | $143134 | 2409 | +538 | +28.75% |
| 29 | Atlantic Union Bankshares Corp | $1501 | 26 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.