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, Q1 2023
Institutional positions in U-Haul Holding Co as of Mar 31, 2023. 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
- 278
- +13 vs. Q4 2022
- Shares held
- 62.8M
- −232.6K (−0.4%) vs. Q4 2022
- Total value
- $3.25B
- −$212.6M (−6.1%) vs. Q4 2022
- New holders
- 40
- 91 more added
- Sold out
- 27
- 102 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 333 | $3.66B |
| Q1 2026 | 297 | $2.81B |
| Q4 2025 | 313 | $2.97B |
| Q3 2025 | 336 | $3.31B |
| Q2 2025 | 323 | $3.49B |
| Q1 2025 | 324 | $3.81B |
| Q4 2024 | 314 | $4.11B |
| Q3 2024 | 292 | $4.57B |
| Q2 2024 | 282 | $3.84B |
| Q1 2024 | 285 | $4.20B |
| Q4 2023 | 281 | $4.44B |
| Q3 2023 | 253 | $3.29B |
| Q2 2023 | 280 | $3.14B |
| Q1 2023 | 278 | $3.25B |
| Q4 2022 | 268 | $3.47B |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $363 | 0.00% | −1−12.5% | Reduced |
| Tfo-TDC, LLC | 7 | $363 | 0.00% | +5+250.0% | Added |
| SRS Capital Advisors, Inc. | 9 | $467 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $519 | 0.00% | −8−44.4% | Reduced |
| 25 LLC | 10 | $548 | 0.00% | +10 | New |
| Baker Avenue Asset Management, LP | 18 | $933 | 0.00% | −9−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.14K | 0.00% | −17−43.6% | Reduced |
| Global Retirement Partners, LLC | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.87K | 0.00% | +36 | New |
| Disciplined Investments, LLC | 37 | $1.92K | 0.00% | +37 | New |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $4.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $4.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 81 | $4.20K | 0.00% | −23−22.1% | Reduced |
| Schubert & Co | 88 | $4.56K | 0.00% | −24−21.4% | Reduced |
| Fifth Third Bancorp | 99 | $5.13K | 0.00% | −228−69.7% | Reduced |
| Massmutual Trust Co FSB | 108 | $5.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $5.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $5.81K | 0.00% | −53−32.1% | Reduced |
| Steward Financial Group LLC | 131 | $6.00K | 0.00% | +68+107.9% | Added |
| Farther Finance Advisors, LLC | 126 | $6.53K | 0.00% | −45−26.3% | Reduced |
| Harbour Investments, Inc. | 126 | $6.53K | 0.00% | −27−17.6% | Reduced |
| ICA Group Wealth Management, LLC | 144 | $7.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $7.99K | 0.00% | +19+14.1% | Added |
| Covestor Ltd | 191 | $10.0K | 0.01% | −633−76.8% | Reduced |
| Riverview Trust Co | 207 | $10.7K | 0.01% | +207 | New |
| Sageworth Trust Co | 261 | $13.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $14.0K | 0.00% | +270 | New |
| Cascade Investment Advisors, Inc. | 270 | $14.0K | 0.01% | +270 | New |
| Lindbrook Capital, LLC | 279 | $14.5K | 0.00% | +279 | New |
| Citadel Advisors LLC | 311 | $16.1K | 0.00% | +105+51.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 343 | $18.0K | 0.00% | +215+168.0% | Added |
| Allworth Financial LP | 351 | $18.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 354 | $18.4K | 0.00% | +354 | New |
| Colonial Trust Co | 361 | $18.7K | 0.00% | +1+0.3% | Added |
| Loomis Sayles & Co L P | 360 | $19.0K | 0.00% | +360 | New |
| Franklin Resources Inc | 369 | $19.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 442 | $22.9K | 0.00% | −11−2.4% | Reduced |
| Quent Capital, LLC | 495 | $25.7K | 0.00% | +495 | New |
| Ostrum Asset Management | 504 | $26.1K | 0.00% | +504 | New |
| JJJ Advisors Inc. | 495 | $26.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 552 | $28.6K | 0.00% | +177+47.2% | Added |
| Quadrant Capital Group LLC | 630 | $33.5K | 0.00% | −9−1.4% | Reduced |
| Sageworth Trust Co of South Dakota | 648 | $33.6K | 0.08% | −630−49.3% | Reduced |
| Ronald Blue Trust, Inc. | 630 | $35.0K | 0.00% | +630 | New |
| American International Group, Inc. | 815 | $42.3K | 0.00% | −18−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 815 | $42.3K | 0.00% | +815 | New |
| Boston Partners | 29,741 | $43.5K | 0.00% | +29,741 | New |
| CVA Family Office, LLC | 900 | $46.7K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 900 | $46.7K | 0.03% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 900 | $46.7K | 0.03% | +900 | New |
| Ossiam | 949 | $49.2K | 0.00% | +193+25.5% | Added |
| Allspring Global Investments Holdings, LLC | 1,055 | $54.7K | 0.00% | −58,588−98.2% | Reduced |
| CWM, LLC | 1,077 | $56.0K | 0.00% | +19+1.8% | Added |
| AdvisorNet Financial, Inc | 1,269 | $65.8K | 0.01% | +1,269 | New |
| Castleview Partners, LLC | 1,291 | $66.9K | 0.06% | +1,291 | New |
| Signaturefd, LLC | 1,548 | $80.3K | 0.00% | −54−3.4% | Reduced |
| MetLife Investment Management | 1,677 | $87.0K | 0.00% | +4+0.2% | Added |
| US Bancorp | 1,908 | $98.9K | 0.00% | −108−5.4% | Reduced |
| Parallel Advisors, LLC | 2,034 | $105.5K | 0.00% | +2,034 | New |
| First Manhattan Co | 2,205 | $114.3K | 0.00% | −162−6.8% | Reduced |
| Pinebridge Investments, L.P. | 3,467 | $179.8K | 0.00% | +3,467 | New |
| AIA Group Ltd | 3,570 | $185.1K | 0.01% | −480−11.9% | Reduced |
| Ausdal Financial Partners, Inc. | 3,915 | $203.0K | 0.03% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,971 | $205.9K | 0.00% | +119+3.1% | Added |
| Argent Trust Co | 4,070 | $211.0K | 0.01% | +4,070 | New |
| Forum Financial Management, LP | 4,146 | $215.0K | 0.01% | +4,146 | New |
| Sequoia Financial Advisors, LLC | 4,431 | $229.7K | 0.01% | −14−0.3% | Reduced |
| Quantinno Capital Management LP | 4,450 | $231.0K | 0.02% | +4,450 | New |
| First Pacific Advisors, LP | 4,500 | $233.3K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4,500 | $233.3K | 0.00% | +4,500 | New |
| CBIZ Investment Advisory Services, LLC | 4,500 | $233.3K | 0.02% | +4,500 | New |
| Metis Global Partners, LLC | 4,601 | $238.6K | 0.02% | +830+22.0% | Added |
| Graham Capital Management, L.P. | 4,619 | $239.5K | 0.01% | +4,619 | New |
| O'Shaughnessy Asset Management, LLC | 4,635 | $240.3K | 0.00% | −126−2.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,663 | $241.8K | 0.00% | −1,610−25.7% | Reduced |
| Daiwa Securities Group Inc. | 4,782 | $248.0K | 0.00% | +300+6.7% | Added |
| Yorktown Management & Research Co Inc | 4,860 | $252.0K | 0.27% | 00.0% | Unchanged |
| Blair William & Co | 4,981 | $258.3K | 0.00% | +112+2.3% | Added |
| Keybank National Association | 5,100 | $264.4K | 0.00% | +123+2.5% | Added |
| Edgestream Partners, L.P. | 5,307 | $275.2K | 0.03% | −18,115−77.3% | Reduced |
| Westpac Banking Corp | 5,474 | $283.8K | 0.00% | +830+17.9% | Added |
| EverSource Wealth Advisors, LLC | 5,520 | $286.2K | 0.04% | +3,482+170.9% | Added |
| Nisa Investment Advisors, LLC | 5,850 | $303.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 6,026 | $312.4K | 0.00% | −1,508−20.0% | Reduced |
| Baker Ellis Asset Management LLC | 6,110 | $316.8K | 0.06% | +620+11.3% | Added |
| Vestmark Advisory Solutions, Inc. | 6,209 | $321.9K | 0.01% | +1,959+46.1% | Added |
| Maryland State Retirement & Pension System | 6,408 | $332.3K | 0.01% | +6,408 | New |
| AE Wealth Management LLC | 6,435 | $333.7K | 0.00% | −45−0.7% | Reduced |
| Nordea Investment Management AB | 6,555 | $339.4K | 0.00% | +982+17.6% | Added |
| TD Asset Management Inc | 6,604 | $342.4K | 0.00% | −29−0.4% | Reduced |
| Verus Capital Partners, LLC | 6,683 | $346.5K | 0.05% | −1,251−15.8% | Reduced |
| Viawealth, LLC | 7,183 | $372.4K | 0.30% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,461 | $386.9K | 0.00% | −23−0.3% | Reduced |
| British Columbia Investment Management Corp | 7,767 | $402.7K | 0.00% | −29−0.4% | Reduced |
| Marshall Wace, LLP | 7,969 | $413.2K | 0.00% | +7,969 | New |