UHAL — U-Haul Holding Co /NV/Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.
- Congress trades
- 12
- all time
- Members · 12m
- 0
- 0 buys · 0 sells · by trade date
- Latest filing
- 05-02
- 2021-05-02
- Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
- 3
- 13F holders
- 191
- all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress · disclosure timeline
By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.No dated UHAL rows fall inside the trailing 24 months by trade date.
Members active in UHAL
12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).No member disclosed UHAL in the trailing 12 months.
| Filed | Member | Side · Owner | Traded · Lag | Amount | Range · Flags | Src |
|---|---|---|---|---|---|---|
| 2021-05-02 | Perdue , Jr, David A — | SELL JT (jointly owned) | Traded 2020-04-14 LATE·383d | $15K–$50K | amendment pending | |
| 2020-04-05 | David Perdue R–GA | BUY JT (jointly owned) | Traded 03-18 +18d | $1K–$15K | ||
| 2020-04-05 | David Perdue R–GA | BUY JT (jointly owned) | Traded 03-17 +19d | $1K–$15K | ||
| 2019-11-05 | David Perdue R–GA | SELL partial · JT (partial sale, jointly owned) | Traded 09-30 +36d | $1K–$15K | ||
| 2019-03-06 | David Perdue R–GA | SELL partial · JT (partial sale, jointly owned) | Traded 02-25 +9d | $1K–$15K | ||
| 2018-09-29 | Gary J. Palmer R–AL-6 | BUY | Traded 08-06 LATE·54d | $1K–$15K | ||
| 2018-09-29 | Gary J. Palmer R–AL-6 | BUY JT (jointly owned) | Traded 07-12 LATE·79d | $1K–$15K | ||
| 2018-07-06 | David Perdue R–GA | BUY JT (jointly owned) | Traded 06-21 +15d | $1K–$15K | ||
| 2018-06-04 | David Perdue R–GA | BUY JT (jointly owned) | Traded 05-29 +6d | $1K–$15K | ||
| 2018-03-05 | David Perdue R–GA | BUY JT (jointly owned) | Traded 02-28 +5d | $1K–$15K |
13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only
| # | Filer | Value | Securities | Flags | derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§ |
|---|---|---|---|---|---|
| 1 | REINHART PARTNERS, LLC. | $81.9M | 1 | derived ·§ EDGAR ↗ | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $24.4M | 1 | derived ·§ EDGAR ↗ | |
| 3 | BlackRock, Inc. | $22.7M | 1 | derived ·§ EDGAR ↗ | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $19.3M | 1 | derived ·§ EDGAR ↗ | |
| 5 | Southpoint Capital Advisors LP | $17.3M | 1 | derived ·§ EDGAR ↗ | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $16.9M | 1 | derived ·§ EDGAR ↗ | |
| 7 | YACKTMAN ASSET MANAGEMENT LP | $15.5M | 1 | derived ·§ EDGAR ↗ | |
| 8 | SCHARF INVESTMENTS, LLC | $15.4M | 1 | derived ·§ EDGAR ↗ | |
| 9 | MILLENNIUM MANAGEMENT LLC | $15.4M | 1 | derived ·§ EDGAR ↗ | |
| 10 | D. E. Shaw & Co., Inc. | $14.0M | 1 | derived ·§ EDGAR ↗ | |
| 11 | THIRD AVENUE MANAGEMENT LLC | $12.7M | 1 | derived ·§ EDGAR ↗ | |
| 12 | Quantinno Capital Management LP | $11.7M | 1 | derived ·§ EDGAR ↗ | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $11.1M | 1 | derived ·§ EDGAR ↗ | |
| 14 | TWO SIGMA INVESTMENTS, LP | $10.0M | 1 | derived ·§ EDGAR ↗ | |
| 15 | ArrowMark Colorado Holdings LLC | $8.8M | 1 | derived ·§ EDGAR ↗ | |
| 16 | MORGAN STANLEY | $8.6M | 1 | derived ·§ EDGAR ↗ | |
| 17 | STATE STREET CORP | $8.4M | 1 | derived ·§ EDGAR ↗ | |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | $7.1M | 1 | derived ·§ EDGAR ↗ | |
| 19 | Midwest Trust Co | $6.9M | 1 | derived ·§ EDGAR ↗ | |
| 20 | UBS Group AG | $5.4M | 1 | derived ·§ EDGAR ↗ | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 1 | derived ·§ EDGAR ↗ | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 1 | derived ·§ EDGAR ↗ | |
| 23 | Lighthouse Investment Partners, LLC | $4.2M | 1 | derived ·§ EDGAR ↗ | |
| 24 | Deltroit Asset Management (UK) LLP | $4.0M | 1 | derived ·§ EDGAR ↗ | |
| 25 | Old West Investment Management, LLC | $3.8M | 1 | derived ·§ EDGAR ↗ |
Show all 191 holders
| # | Filer | Value | Securities | Flags | Src·§ |
|---|
All 162 13F filers reporting this share class are listed. Method ↗
Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.
Congress ↔ notable managers · UHAL
Congress · last 90 days
- Buyers
- 0 — —
- Sellers
- 0 — —
filed 2026-07-31 → 2026-10-29 · statutory ranges
Notable managers · quarter ended 2026-03-31
- Adding
- 2 Gotham Asset Management, Caxton Associates $2.6M held
- Trimming
- 0 — $0 held
by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · U HAUL HOLDING COMPANY
| Date | Who | Change | Size |
|---|---|---|---|
| 2026-05-15 | Gotham Asset Management 13F | ADD | +9,551 sh |
| 2026-05-14 | Caxton Associates 13F | NEW | +10,382 sh |
2 newest, by filing date · 13F rows are quarter-end snapshots, not trades
Congress vs filers
12 monthsCongress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.