U-haul Holding Co (UHAL) Quarterly Institutional 13F Update (Q2 2026)

UHAL ranks #2709 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

UHAL is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.

226 institutions disclose a position in UHAL, but none treat it as a major bet — even Orvieto Partners, L.P., its most concentrated holder, allocates just 2.2% of its own portfolio to it.

Two Sigma Investments, LP has added to its UHAL position for two straight quarters, increasing it by $29.6M to reach $38.2M today.

Orvieto Partners, L.P. has trimmed its UHAL position for two straight quarters, cutting it by $3.0M while still holding $3.4M.

UHAL is down 1.4% today, but institutions show net buying of $205.9M this quarter — a divergence between today's price move and the underlying institutional flow.

UHAL posted net income of $137.7M over the trailing twelve months, and currently trades at a P/E of 94.8.

• Profitable — net income of $137.7M over the trailing twelve months
• Revenue grew 3.0% year over year
• Net income declined year over year, from $314.0M to $137.7M
• Generated $1.8B in positive operating cash flow
• Liabilities run 1.82x equity — within a conventional range