As of the latest SEC filings, U-Haul Holding Co /NV/ (UHAL) is held by 425 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $134,618,226.72 in market value, representing 0.01% of its portfolio.
Funds holding U-Haul Holding Co /NV/ (UHAL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UHAL
- CIK:
- 0000004457
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $134,618,226.72 | 3,013,616 | Mar 31, 2026 | May 28, 2026 |
|
YACKX
AMG Yacktman Fund
|
MF | Independent / Boutique | 1.91% | $131,776,500.00 | 2,950,000 | Mar 31, 2026 | Jun 1, 2026 |
|
FBLEX
Fidelity Series Stock Selector Large Cap Value Fund
|
MF | Fidelity | 0.65% | $102,247,360.00 | 2,144,000 | Apr 30, 2026 | Jun 26, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.06% | $99,801,579.99 | 2,234,197 | Mar 31, 2026 | May 28, 2026 |
|
SVFCX
Smead Value Fund
|
MF | Independent / Boutique | 2.13% | $93,570,674.76 | 1,984,111 | Feb 27, 2026 | Apr 24, 2026 |
|
YAFFX
AMG Yacktman Focused Fund
|
MF | Independent / Boutique | 2.55% | $73,258,800.00 | 1,640,000 | Mar 31, 2026 | Jun 1, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.11% | $63,675,655.56 | 1,425,468 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.57% | $55,702,015.38 | 1,168,002 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $54,295,134.24 | 1,215,472 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.06% | $25,956,816.84 | 550,399 | Feb 28, 2026 | Apr 24, 2026 |
|
AVPAX
American Beacon Small Cap Value Fund
|
MF | Independent / Boutique | 0.67% | $25,737,529.96 | 539,684 | Apr 30, 2026 | Jun 26, 2026 |
|
HWSIX
Hotchkis and Wiley Small Cap Value Fund
|
MF | Independent / Boutique | 3.59% | $23,420,481.00 | 524,300 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.17% | $23,079,098.60 | 483,940 | Apr 30, 2026 | Jun 29, 2026 |
|
HWAIX
Hotchkis and Wiley Value Opportunities Fund
|
MF | Independent / Boutique | 2.65% | $21,562,209.00 | 482,700 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.13% | $20,828,178.29 | 436,741 | Apr 30, 2026 | Jun 24, 2026 |
|
DFLVX
THE U.S. LARGE CAP VALUE SERIES
|
MF | Dimensional Fund Advisors | 0.07% | $19,640,792.67 | 411,843 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Transamerica Mid Cap Value Opportunities
|
ETF | Transamerica | 2.26% | $18,317,729.00 | 384,100 | Apr 30, 2026 | Jun 18, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.04% | $17,854,468.34 | 374,386 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $17,391,996.48 | 389,344 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,269,507.64 | 361,438 | Mar 31, 2026 | May 28, 2026 |
|
BRUFX
BRUCE FUND
|
MF | Independent / Boutique | 4.75% | $17,197,950.00 | 385,000 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.08% | $14,906,701.75 | 312,575 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.20% | $14,797,014.75 | 310,275 | Apr 30, 2026 | Jun 29, 2026 |
|
KAT
Scharf ETF
|
ETF | Independent / Boutique | 2.13% | $14,366,497.38 | 321,614 | Mar 31, 2026 | May 29, 2026 |
|
YACKX
AMG Yacktman Fund
|
MF | Independent / Boutique | 0.21% | $14,334,000.00 | 300,000 | Mar 31, 2026 | Jun 1, 2026 |
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