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Funds Holding U-Haul Holding Co
Every registered fund lists what it holds each quarter. These are the ones reporting a position in U-Haul Holding Co, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UHAL →Funds holding
62
as of 2026-07-31
Reported value
$49.2M
summed across funds
Fund families
22
named trusts
Largest conviction
0.72%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Fidelity Fundamental Large Cap Value ETFFidelity Covington Trust1.7K sh$118.4K | 0.72% |
| PACE Small/Medium Co Growth Equity InvestmentsPACE SELECT ADVISORS TRUST5.4K sh$381.3K | 0.15% |
| iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust3.4K sh$243.2K | 0.08% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust83.6K sh$5.9M | 0.07% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC145.5K sh$10.3M | 0.05% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC6.3K sh$448.6K | 0.05% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.3K sh$304.3K | 0.05% |
| JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust5.1K sh$358.6K | 0.04% |
| BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust3K sh$215.3K | 0.03% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO4.3K sh$303.6K | 0.03% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust62K sh$4.4M | 0.03% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC67.7K sh$4.8M | 0.03% |
| U.S. Strategic Equity FundRUSSELL INVESTMENT CO12.2K sh$868.2K | 0.03% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust45.9K sh$3.3M | 0.02% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC41.5K sh$2.9M | 0.01% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust1.3K sh$91.7K | 0.01% |
| Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.5K sh$104.6K | 0.01% |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust3.3K sh$236.9K | 0.01% |
| iShares Morningstar Small-Cap Value ETFiShares Trust1.1K sh$80.4K | 0.01% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust4K sh$285.8K | 0.01% |
| iShares Morningstar Small-Cap ETFiShares Trust402 sh$28.5K | 0.01% |
| iShares U.S. Consumer Discretionary ETFiShares Trust1.7K sh$118.3K | 0.01% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC7.2K sh$512.5K | 0.01% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST2.5K sh$178.5K | 0.01% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust2.4K sh$168.3K | 0.01% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC8.6K sh$609.1K | 0.01% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds1.1K sh$81.1K | 0.01% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust801 sh$56.8K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust37.6K sh$2.7M | 0.01% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC1.8K sh$127.9K | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC24.5K sh$1.7M | 0.00% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust29.4K sh$2.1M | 0.00% |
| Dimensional US Vector Equity ETFDimensional ETF Trust311 sh$22.1K | 0.00% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust1.8K sh$128.9K | 0.00% |
| iShares Russell Mid-Cap Index FundBlackRock Funds1.3K sh$95.4K | 0.00% |
| 1290 Avantis U.S. Large Cap Growth Fund1290 Funds89 sh$6.3K | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust4.8K sh$343K | 0.00% |
| Nuveen Large Cap Growth Index FundTIAA-CREF Funds6.8K sh$485K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC14.6K sh$1M | 0.00% |
| Wilmington Large-Cap Strategy FundWilmington Funds213 sh$15.1K | 0.00% |
| THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO9K sh$638.2K | 0.00% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds3.9K sh$274.8K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS23.5K sh$1.7M | 0.00% |
| Column Mid Cap FundTrust for Professional Managers282 sh$19K | 0.00% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust2.5K sh$177.1K | 0.00% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust2.9K sh$202.2K | 0.00% |
| THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds437 sh$31K | 0.00% |
| THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds527 sh$37.4K | 0.00% |
| iShares Dow Jones U.S. ETFiShares Trust417 sh$29.6K | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust5K sh$357.7K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds7.3K sh$516.8K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds504 sh$35.7K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust2.2K sh$153.2K | 0.00% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust162 sh$11.5K | 0.00% |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds355 sh$25.2K | 0.00% |
| THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds185 sh$13.1K | 0.00% |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds50 sh$3.5K | 0.00% |
| MidCap Value Fund IPrincipal Funds, Inc86 sh$6.1K | 0.00% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust481 sh$34.1K | 0.00% |
| Fidelity Series Large Cap Growth Index FundFidelity Salem Street Trust61 sh$4.3K | 0.00% |
| Fidelity Large Cap Growth Index FundFidelity Salem Street Trust349 sh$24.7K | 0.00% |
| Steward Equity Market Neutral FundSteward Funds Inc-17K sh-$1.2M | -1.03% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.