UHAL
U-Haul Holding CompanyMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Maverick Capital re-entered | Q1 2021 | 22Q | $50 | $49 | -2% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $69 | $49 | -28% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $67 | $49 | -27% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $67 | $49 | -27% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $67 | $49 | -27% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $67 | $49 | -27% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $0.00 | $49 | — |
| Point72 Asset Management re-entered | Q3 2025(8Q snapshot) | 3Q | $58 | $49 | -15% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates | Q1 2020 | Q1 2023 | → $66 | +93% |
| Greenlight Capital 2× in & out | Q4 2020 | Q2 2021 | → $62 | +52% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at U-Haul Holding Co /NV/. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Nov 21, 2025 — the most recent Form 4 on file — not from today.
- Form 40001134431-25-000002Nov 21, 2025
- Form 40001193125-25-211324Sep 22, 2025
- Form 40001193125-25-211308Sep 22, 2025
- Form 40001193125-25-211287Sep 22, 2025
- Form 40000950170-25-030175Feb 28, 2025
- Form 40000950170-25-025994Feb 24, 2025
- Form 40001225208-25-001931Feb 19, 2025
- Form 40000950170-24-098506Aug 19, 2024
- Form 40000950170-24-098504Aug 19, 2024
- Form 40000950170-24-098503Aug 19, 2024
- Form 40001225208-24-007003Jun 26, 2024
- Form 40001225208-24-004929Apr 3, 2024
- Form 40001225208-24-002738Feb 22, 2024
- Form 40001062993-23-021166Nov 17, 2023
- Form 40001062993-23-021165Nov 17, 2023
Fundamentals
XBRL · U-Haul Holding CompanyAnnual figures sourced directly from U-Haul Holding Company's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for U-Haul Holding Co /NV/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 27, 2026
- 10-KAnnual reportMay 27, 2026
- 8-KMaterial eventFeb 4, 2026
- 10-QQuarterly reportFeb 4, 2026
- 8-KMaterial eventDec 10, 2025
- 8-KMaterial eventNov 5, 2025
- 10-QQuarterly reportNov 5, 2025
- 8-KMaterial eventAug 25, 2025
- 8-KMaterial eventAug 6, 2025
- 10-QQuarterly reportAug 6, 2025
- DEF 14AProxy statementJul 2, 2025
- 8-KMaterial eventMay 29, 2025
- 10-KAnnual reportMay 29, 2025
- 8-KMaterial eventFeb 5, 2025
- 10-QQuarterly reportFeb 5, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Maverick Capital | Q2 2026 | open | $49 | $56 | +15% |
| Point72 Asset Management | Q2 2026 | open | $49 | $49 | +1% |
| Point72 Asset Management | Q1 2026 | open | $0.00 | — | +0% |
| Renaissance Technologies | Q1 2026 | open | $49 | $49 | +1% |
| Point72 Asset Management | Q3 2025 | Q1 2026 | $58 | $50 | -14% |
| Citadel Advisors | Q2 2025 | open | $0.00 | — | +0% |
| Millennium Management | Q2 2025 | open | $66 | $49 | -25% |
| Citadel Advisors | Q1 2025 | open | $74 | $49 | -34% |
| D.E. Shaw | Q1 2025 | open | $0.00 | — | +0% |
| Millennium Management | Q4 2024 | Q1 2025 | $70 | $74 | +5% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $67 | $70 | +5% |
| Citadel Advisors | Q3 2024 | Q4 2024 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $67 | $49 | -27% |
| D.E. Shaw | Q3 2024 | open | $67 | $49 | -27% |
| AQR Capital Management | Q3 2024 | open | $67 | $49 | -27% |
| AQR Capital Management | Q3 2024 | open | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | open | $0.00 | — | +0% |
| Renaissance Technologies | Q3 2024 | Q4 2025 | $69 | $51 | -25% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | $0.00 | — | +0% |
| Maverick Capital | Q2 2023 | Q3 2023 | $62 | $59 | -4% |
| Maverick Capital | Q4 2022 | Q1 2023 | $50 | $65 | +29% |
| Maverick Capital | Q1 2021 | Q2 2022 | $50 | $52 | +3% |
| Greenlight Capital | Q4 2020 | Q2 2021 | $41 | $62 | +52% |
| Bridgewater Associates | Q1 2020 | Q1 2023 | $34 | $66 | +93% |
| Greenlight Capital | Q3 2016 | Q1 2018 | $34 | $35 | +2% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.