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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 35,404 | $1.84M | 0.01% | +250+0.7% | Added |
| Swedbank AB | 34,117 | $1.77M | 0.00% | +655+2.0% | Added |
| Jane Street Group, LLC | 33,939 | $1.76M | 0.00% | +8,345+32.6% | Added |
| Stifel Financial Corp | 33,643 | $1.74M | 0.00% | +2,338+7.5% | Added |
| Oppenheimer Asset Management Inc. | 31,314 | $1.62M | 0.03% | −816−2.5% | Reduced |
| Panagora Asset Management Inc | 31,086 | $1.61M | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 30,941 | $1.60M | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 30,939 | $1.60M | 0.00% | −1,322−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 30,043 | $1.56M | 0.02% | −1,896−5.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 29,925 | $1.55M | 0.00% | −31,494−51.3% | Reduced |
| Storebrand Asset Management AS | 29,187 | $1.51M | 0.01% | 00.0% | Unchanged |
| Korea Investment CORP | 28,372 | $1.47M | 0.00% | −2,369−7.7% | Reduced |
| Prudential Financial Inc | 27,995 | $1.45M | 0.00% | +1,152+4.3% | Added |
| Greenleaf Trust | 27,293 | $1.42M | 0.02% | −85−0.3% | Reduced |
| Pacific Global Investment Management CO | 26,830 | $1.39M | 0.30% | +6,340+30.9% | Added |
| Freedom Day Solutions, LLC | 26,519 | $1.38M | 0.65% | +1,135+4.5% | Added |
| Voya Investment Management LLC | 26,088 | $1.35M | 0.00% | −32,863−55.7% | Reduced |
| Arizona State Retirement System | 25,652 | $1.33M | 0.01% | +677+2.7% | Added |
| Ensign Peak Advisors, Inc | 25,640 | $1.33M | 0.00% | −11,035−30.1% | Reduced |
| Highlander Capital Management, LLC | 25,355 | $1.31M | 0.64% | +650+2.6% | Added |
| RBF Capital, LLC | 25,200 | $1.31M | 0.09% | 00.0% | Unchanged |
| Skylands Capital, LLC | 25,170 | $1.31M | 0.19% | −5,650−18.3% | Reduced |
| Tower Research Capital LLC (TRC) | 25,053 | $1.30M | 0.04% | +22,129+756.8% | Added |
| Cumberland Partners Ltd | 24,870 | $1.29M | 0.13% | +1,200+5.1% | Added |
| Robotti Robert | 24,800 | $1.29M | 0.23% | +5,000+25.3% | Added |
| Banque Pictet & Cie SA | 24,744 | $1.28M | 0.01% | +24,744 | New |
| Ethic Inc. | 23,987 | $1.25M | 0.05% | +5,818+32.0% | Added |
| IFG Advisory, LLC | 24,105 | $1.25M | 0.12% | +481+2.0% | Added |
| LPL Financial LLC | 23,319 | $1.21M | 0.00% | −127−0.5% | Reduced |
| Ancora Advisors, LLC | 23,187 | $1.20M | 0.03% | +7,302+46.0% | Added |
| Heartland Advisors Inc | 22,308 | $1.16M | 0.07% | −168,833−88.3% | Reduced |
| Nomura Asset Management Co Ltd | 21,479 | $1.11M | 0.01% | +257+1.2% | Added |
| Commonwealth Equity Services, LLC | 21,086 | $1.09M | 0.00% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 21,087 | $1.09M | 0.48% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 20,493 | $1.06M | 0.37% | +20,493 | New |
| Advisor Group Holdings, Inc. | 20,305 | $1.05M | 0.00% | −584−2.8% | Reduced |
| Hyperion Capital Advisors LP | 19,755 | $1.02M | 0.49% | 00.0% | Unchanged |
| Vestcor Inc | 19,665 | $1.02M | 0.04% | −12,375−38.6% | Reduced |
| Squarepoint Ops LLC | 19,661 | $1.02M | 0.01% | +19,661 | New |
| Skandinaviska Enskilda Banken AB (publ) | 18,855 | $978.0K | 0.01% | −58,745−75.7% | Reduced |
| Tredje AP-fonden | 17,838 | $924.9K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 17,298 | $906.0K | 0.00% | −4,359−20.1% | Reduced |
| Lodestone Wealth Management LLC | 17,260 | $894.9K | 0.69% | +194+1.1% | Added |
| Brinker Capital Investments, LLC | 16,878 | $875.1K | 0.01% | −151−0.9% | Reduced |
| Orion Portfolio Solutions, LLC | 16,878 | $875.1K | 0.01% | +16,878 | New |
| Roundview Capital LLC | 15,957 | $827.4K | 0.09% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 14,969 | $776.1K | 0.01% | −75,993−83.5% | Reduced |
| Bank of Montreal | 14,421 | $748.0K | 0.00% | −283−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,424 | $747.9K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 14,397 | $746.5K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 13,968 | $724.1K | 0.00% | −57−0.4% | Reduced |
| IFM Investors Pty Ltd | 13,466 | $698.2K | 0.01% | +497+3.8% | Added |
| Neuberger Berman Group LLC | 13,400 | $694.8K | 0.00% | −9−0.1% | Reduced |
| JustInvest LLC | 13,326 | $691.0K | 0.02% | +13,326 | New |
| Weil Company, Inc. | 12,981 | $673.1K | 0.31% | +1,000+8.3% | Added |
| Amalgamated Bank | 12,976 | $673.0K | 0.01% | −14,017−51.9% | Reduced |
| Handelsbanken Fonder AB | 12,600 | $653.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 12,463 | $646.2K | 0.00% | +12,463 | New |
| Walleye Trading LLC | 12,405 | $643.2K | 0.02% | +12,405 | New |
| Institute for Wealth Management, LLC. | 12,377 | $641.8K | 0.12% | −180−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 11,961 | $620.2K | 0.01% | −126−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,419 | $592.1K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,271 | $584.4K | 0.00% | −58,114−83.8% | Reduced |
| Public Employees Retirement Association of Colorado | 10,962 | $568.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 10,901 | $565.2K | 0.02% | +162+1.5% | Added |
| Allianz Asset Management GmbH | 10,896 | $565.0K | 0.00% | −35,220−76.4% | Reduced |
| SEI Investments Co | 10,685 | $554.0K | 0.00% | −25,170−70.2% | Reduced |
| Nissay Asset Management Corp | 10,182 | $527.9K | 0.00% | −791−7.2% | Reduced |
| State of Michigan Retirement System | 10,054 | $521.3K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,894 | $513.0K | 0.00% | +4,801+94.3% | Added |
| Teacher Retirement System of Texas | 9,814 | $509.0K | 0.00% | +90+0.9% | Added |
| The PNC Financial Services Group, Inc. | 8,692 | $450.7K | 0.00% | +799+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 8,431 | $437.1K | 0.01% | −259−3.0% | Reduced |
| Creative Planning | 8,124 | $421.2K | 0.00% | +555+7.3% | Added |
| Prudential PLC | 8,050 | $417.4K | 0.00% | +24+0.3% | Added |
| Principal Financial Group Inc | 8,034 | $416.6K | 0.00% | +366+4.8% | Added |
| D. E. Shaw & Co., Inc. | 8,018 | $415.7K | 0.00% | −128,990−94.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,982 | $413.9K | 0.15% | −199−2.4% | Reduced |
| Marshall Wace, LLP | 7,969 | $413.2K | 0.00% | +7,969 | New |
| British Columbia Investment Management Corp | 7,767 | $402.7K | 0.00% | −29−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,461 | $386.9K | 0.00% | −23−0.3% | Reduced |
| Viawealth, LLC | 7,183 | $372.4K | 0.30% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 6,683 | $346.5K | 0.05% | −1,251−15.8% | Reduced |
| TD Asset Management Inc | 6,604 | $342.4K | 0.00% | −29−0.4% | Reduced |
| Nordea Investment Management AB | 6,555 | $339.4K | 0.00% | +982+17.6% | Added |
| AE Wealth Management LLC | 6,435 | $333.7K | 0.00% | −45−0.7% | Reduced |
| Maryland State Retirement & Pension System | 6,408 | $332.3K | 0.01% | +6,408 | New |
| Vestmark Advisory Solutions, Inc. | 6,209 | $321.9K | 0.01% | +1,959+46.1% | Added |
| Baker Ellis Asset Management LLC | 6,110 | $316.8K | 0.06% | +620+11.3% | Added |
| M&T Bank Corp | 6,026 | $312.4K | 0.00% | −1,508−20.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,850 | $303.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,520 | $286.2K | 0.04% | +3,482+170.9% | Added |
| Westpac Banking Corp | 5,474 | $283.8K | 0.00% | +830+17.9% | Added |
| Edgestream Partners, L.P. | 5,307 | $275.2K | 0.03% | −18,115−77.3% | Reduced |
| Keybank National Association | 5,100 | $264.4K | 0.00% | +123+2.5% | Added |
| Blair William & Co | 4,981 | $258.3K | 0.00% | +112+2.3% | Added |
| Yorktown Management & Research Co Inc | 4,860 | $252.0K | 0.27% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,782 | $248.0K | 0.00% | +300+6.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 4,663 | $241.8K | 0.00% | −1,610−25.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,635 | $240.3K | 0.00% | −126−2.6% | Reduced |