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U-Haul Holding Co

UHAL.B
Exchange
NYSE
Industry
Services-Auto Rental & Leasing (No Drivers)
SEC CIK
0000004457

No open-market purchases or sales by U-Haul Holding Co insiders were filed in the last 90 days; 333 institutions reported holding it in 13F filings for Q2 2026, worth $3.66B in total; Abrams Capital is the only superinvestor holding it.

Other share classesUHAL

13F holders, Q4 2022

Institutional positions in U-Haul Holding Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
268
+268 vs. Q3 2022
Shares held
63.0M
+63.0M vs. Q3 2022
Total value
$3.47B
+$3.47B vs. Q3 2022
New holders
268
0 more added
Sold out
0
0 more reduced

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting UHAL.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 268 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 268 institutionsQ1 2023: 278 institutionsQ2 2023: 280 institutionsQ3 2023: 253 institutionsQ4 2023: 281 institutionsQ1 2024: 285 institutionsQ2 2024: 282 institutionsQ3 2024: 292 institutionsQ4 2024: 314 institutionsQ1 2025: 324 institutionsQ2 2025: 323 institutionsQ3 2025: 336 institutionsQ4 2025: 313 institutionsQ1 2026: 297 institutionsQ2 2026: 333 institutions
Value heldQ4 2022: $3.47B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $3.47BQ1 2023: $3.25BQ2 2023: $3.14BQ3 2023: $3.29BQ4 2023: $4.44BQ1 2024: $4.20BQ2 2024: $3.84BQ3 2024: $4.57BQ4 2024: $4.11BQ1 2025: $3.81BQ2 2025: $3.49BQ3 2025: $3.31BQ4 2025: $2.97BQ1 2026: $2.81BQ2 2026: $3.66B
Institutions holding UHAL.B and their total value by quarter
QuarterHoldersValue
Q2 2026333$3.66B
Q1 2026297$2.81B
Q4 2025313$2.97B
Q3 2025336$3.31B
Q2 2025323$3.49B
Q1 2025324$3.81B
Q4 2024314$4.11B
Q3 2024292$4.57B
Q2 2024282$3.84B
Q1 2024285$4.20B
Q4 2023281$4.44B
Q3 2023253$3.29B
Q2 2023280$3.14B
Q1 2023278$3.25B
Q4 2022268$3.47B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2022.

Institutions holding UHAL.B in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ci Investments Inc.5$00.00%+5New
Tfo-TDC, LLC2$1200.00%+2New
True Wealth Design, LLC8$4400.00%+8New
SRS Capital Advisors, Inc.9$4950.00%+9New
TCI Wealth Advisors, Inc.18$9900.00%+18New
Capital Advisors, Ltd. LLC27$1.00K0.00%+27New
Global Retirement Partners, LLC26$1.43K0.00%+26New
Baker Avenue Asset Management, LP27$1.48K0.00%+27New
BerganKDV Wealth Management, LLC27$1.48K0.00%+27New
Red Tortoise LLC27$1.48K0.00%+27New
GWM Advisors LLC36$1.98K0.00%+36New
SJS Investment Consulting Inc.39$2.14K0.00%+39New
Steward Financial Group LLC63$3.00K0.00%+63New
Ogorek Anthony Joseph90$4.00K0.00%+90New
Glassman Wealth Services81$4.45K0.00%+81New
Zions Bancorporation, N.A.81$4.45K0.00%+81New
IFP Advisors, Inc55$5.00K0.00%+55New
Prestige Wealth Management Group LLC104$5.72K0.00%+104New
Parkside Financial Bank & Trust108$5.94K0.00%+108New
Massmutual Trust Co FSB108$6.00K0.00%+108New
Schubert & Co112$6.16K0.01%+112New
BI Asset Management Fondsmaeglerselskab A/S128$7.00K0.00%+128New
Bell Investment Advisors, Inc135$7.42K0.00%+135New
ICA Group Wealth Management, LLC144$7.92K0.00%+144New
Harbour Investments, Inc.153$8.41K0.00%+153New
JFS Wealth Advisors, LLC165$9.07K0.00%+165New
Farther Finance Advisors, LLC171$9.40K0.00%+171New
Citadel Advisors LLC206$11.3K0.00%+206New
Beaird Harris Wealth Management, LLC249$13.7K0.00%+249New
Sageworth Trust Co261$14.0K0.00%+261New
Comerica Securities,inc.270$14.8K0.00%+270New
Fifth Third Bancorp327$18.0K0.00%+327New
Allworth Financial LP351$19.3K0.00%+351New
Colonial Trust Co360$19.8K0.01%+360New
Franklin Resources Inc369$20.3K0.00%+369New
Huntington National Bank375$20.6K0.00%+375New
First Horizon Advisors, Inc.453$24.9K0.00%+453New
JJJ Advisors Inc.495$29.8K0.01%+495New
Quadrant Capital Group LLC639$35.1K0.00%+639New
Leonteq Securities AG747$39.6K0.00%+747New
Ossiam756$41.6K0.00%+756New
CoreCap Advisors, LLC810$44.5K0.00%+810New
Covestor Ltd824$45.0K0.04%+824New
American International Group, Inc.833$45.8K0.00%+833New
CVA Family Office, LLC900$49.5K0.01%+900New
Lumature Wealth Partners, LLC900$49.5K0.03%+900New
CWM, LLC1,058$58.0K0.00%+1,058New
Sageworth Trust Co of South Dakota1,278$70.0K0.16%+1,278New
Focused Wealth Management, Inc1,350$74.2K0.02%+1,350New
Signaturefd, LLC1,602$88.1K0.00%+1,602New
MetLife Investment Management1,673$92.0K0.00%+1,673New
US Bancorp2,016$110.8K0.00%+2,016New
EverSource Wealth Advisors, LLC2,038$112.0K0.02%+2,038New
Seeyond2,198$120.8K0.01%+2,198New
First Manhattan Co2,367$130.1K0.00%+2,367New
Rockefeller Capital Management L.P.2,916$160.0K0.00%+2,916New
Tower Research Capital LLC (TRC)2,924$161.0K0.01%+2,924New
SG Americas Securities, LLC3,019$166.0K0.00%+3,019New
Allstate Corp3,733$205.2K0.01%+3,733New
Allstate Investment Management Co3,733$205.2K0.01%+3,733New
Guggenheim Capital LLC3,744$205.8K0.00%+3,744New
BBR Partners, LLC3,753$206.3K0.02%+3,753New
Metis Global Partners, LLC3,771$207.3K0.02%+3,771New
Manufacturers Life Insurance Company, The3,852$211.8K0.00%+3,852New
Verition Fund Management LLC3,880$213.3K0.00%+3,880New
Ausdal Financial Partners, Inc.3,915$215.2K0.03%+3,915New
Mercer Global Advisors Inc4,001$220.0K0.00%+4,001New
AIA Group Ltd4,050$222.7K0.01%+4,050New
Vestmark Advisory Solutions, Inc.4,250$233.7K0.01%+4,250New
Kestra Advisory Services, LLC4,402$242.0K0.00%+4,402New
Sequoia Financial Advisors, LLC4,445$244.4K0.01%+4,445New
Daiwa Securities Group Inc.4,482$246.0K0.00%+4,482New
First Pacific Advisors, LP4,500$247.4K0.00%+4,500New
Westpac Banking Corp4,644$255.3K0.00%+4,644New
O'Shaughnessy Asset Management, LLC4,761$261.8K0.00%+4,761New
Yorktown Management & Research Co Inc4,860$267.2K0.33%+4,860New
Blair William & Co4,869$267.7K0.00%+4,869New
Keybank National Association4,977$273.6K0.00%+4,977New
KBC Group NV5,022$276.0K0.00%+5,022New
CIBC Asset Management Inc5,067$278.6K0.00%+5,067New
Cetera Advisor Networks LLC5,093$280.0K0.00%+5,093New
Baker Ellis Asset Management LLC5,490$301.8K0.06%+5,490New
Nordea Investment Management AB5,573$305.7K0.00%+5,573New
Nisa Investment Advisors, LLC5,850$322.0K0.00%+5,850New
Raymond James Financial Services Advisors, Inc.6,273$344.9K0.00%+6,273New
AE Wealth Management LLC6,480$356.3K0.00%+6,480New
TD Asset Management Inc6,633$364.7K0.00%+6,633New
Connor, Clark & Lunn Investment Management Ltd.7,484$411.5K0.00%+7,484New
Janney Capital Management LLC7,510$413.0K0.03%+7,510New
M&T Bank Corp7,534$414.2K0.00%+7,534New
Creative Planning7,569$416.2K0.00%+7,569New
Viawealth, LLC7,183$417.8K0.34%+7,183New
Principal Financial Group Inc7,668$421.6K0.00%+7,668New
British Columbia Investment Management Corp7,796$428.6K0.00%+7,796New
The PNC Financial Services Group, Inc.7,893$434.0K0.00%+7,893New
Verus Capital Partners, LLC7,934$436.2K0.08%+7,934New
Prudential PLC8,026$441.3K0.01%+8,026New
Legacy Wealth Asset Management, LLC8,181$449.8K0.17%+8,181New
Sumitomo Mitsui DS Asset Management Company, Ltd8,690$477.8K0.01%+8,690New
Teacher Retirement System of Texas9,724$535.0K0.00%+9,724New