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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 4,619 | $239.5K | 0.01% | +4,619 | New |
| Metis Global Partners, LLC | 4,601 | $238.6K | 0.02% | +830+22.0% | Added |
| 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 |
| Quantinno Capital Management LP | 4,450 | $231.0K | 0.02% | +4,450 | New |
| Sequoia Financial Advisors, LLC | 4,431 | $229.7K | 0.01% | −14−0.3% | Reduced |
| Forum Financial Management, LP | 4,146 | $215.0K | 0.01% | +4,146 | New |
| Argent Trust Co | 4,070 | $211.0K | 0.01% | +4,070 | New |
| Manufacturers Life Insurance Company, The | 3,971 | $205.9K | 0.00% | +119+3.1% | Added |
| Ausdal Financial Partners, Inc. | 3,915 | $203.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 3,570 | $185.1K | 0.01% | −480−11.9% | Reduced |
| Pinebridge Investments, L.P. | 3,467 | $179.8K | 0.00% | +3,467 | New |
| First Manhattan Co | 2,205 | $114.3K | 0.00% | −162−6.8% | Reduced |
| Parallel Advisors, LLC | 2,034 | $105.5K | 0.00% | +2,034 | New |
| US Bancorp | 1,908 | $98.9K | 0.00% | −108−5.4% | Reduced |
| MetLife Investment Management | 1,677 | $87.0K | 0.00% | +4+0.2% | Added |
| Signaturefd, LLC | 1,548 | $80.3K | 0.00% | −54−3.4% | Reduced |
| Castleview Partners, LLC | 1,291 | $66.9K | 0.06% | +1,291 | New |
| AdvisorNet Financial, Inc | 1,269 | $65.8K | 0.01% | +1,269 | New |
| CWM, LLC | 1,077 | $56.0K | 0.00% | +19+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 1,055 | $54.7K | 0.00% | −58,588−98.2% | Reduced |
| Ossiam | 949 | $49.2K | 0.00% | +193+25.5% | Added |
| 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 |
| Boston Partners | 29,741 | $43.5K | 0.00% | +29,741 | 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 |
| Ronald Blue Trust, Inc. | 630 | $35.0K | 0.00% | +630 | New |
| Sageworth Trust Co of South Dakota | 648 | $33.6K | 0.08% | −630−49.3% | Reduced |
| Quadrant Capital Group LLC | 630 | $33.5K | 0.00% | −9−1.4% | Reduced |
| Huntington National Bank | 552 | $28.6K | 0.00% | +177+47.2% | Added |
| JJJ Advisors Inc. | 495 | $26.8K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 504 | $26.1K | 0.00% | +504 | New |
| Quent Capital, LLC | 495 | $25.7K | 0.00% | +495 | New |
| First Horizon Advisors, Inc. | 442 | $22.9K | 0.00% | −11−2.4% | Reduced |
| Franklin Resources Inc | 369 | $19.1K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 360 | $19.0K | 0.00% | +360 | New |
| Colonial Trust Co | 361 | $18.7K | 0.00% | +1+0.3% | Added |
| Ellevest, Inc. | 354 | $18.4K | 0.00% | +354 | New |
| Allworth Financial LP | 351 | $18.2K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 343 | $18.0K | 0.00% | +215+168.0% | Added |
| Citadel Advisors LLC | 311 | $16.1K | 0.00% | +105+51.0% | Added |
| Lindbrook Capital, LLC | 279 | $14.5K | 0.00% | +279 | New |
| Umb Bank N A | 270 | $14.0K | 0.00% | +270 | New |
| Cascade Investment Advisors, Inc. | 270 | $14.0K | 0.01% | +270 | New |
| Sageworth Trust Co | 261 | $13.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 207 | $10.7K | 0.01% | +207 | New |
| Covestor Ltd | 191 | $10.0K | 0.01% | −633−76.8% | Reduced |
| Bell Investment Advisors, Inc | 154 | $7.99K | 0.00% | +19+14.1% | Added |
| ICA Group Wealth Management, LLC | 144 | $7.47K | 0.00% | 00.0% | Unchanged |
| 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 |
| Steward Financial Group LLC | 131 | $6.00K | 0.00% | +68+107.9% | Added |
| JFS Wealth Advisors, LLC | 112 | $5.81K | 0.00% | −53−32.1% | 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 |
| Fifth Third Bancorp | 99 | $5.13K | 0.00% | −228−69.7% | Reduced |
| Schubert & Co | 88 | $4.56K | 0.00% | −24−21.4% | Reduced |
| Prestige Wealth Management Group LLC | 81 | $4.20K | 0.00% | −23−22.1% | Reduced |
| Glassman Wealth Services | 81 | $4.20K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $4.20K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $1.92K | 0.00% | +37 | New |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.87K | 0.00% | +36 | New |
| BerganKDV Wealth Management, LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.14K | 0.00% | −17−43.6% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $933 | 0.00% | −9−33.3% | Reduced |
| 25 LLC | 10 | $548 | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 10 | $519 | 0.00% | −8−44.4% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $467 | 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 |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −209,394−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −176,882−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −154,575−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −51,300−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −46,765−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −17,879−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −16,895−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −12,654−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −7,510−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,067−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −3,753−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,744−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,733−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,019−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |