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, Q2 2023
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 280
- +3 vs. Q1 2023
- Shares held
- 62.0M
- −760.5K (−1.2%) vs. Q1 2023
- Total value
- $3.14B
- −$108.3M (−3.3%) vs. Q1 2023
- New holders
- 34
- 91 more added
- Sold out
- 31
- 100 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $457 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,149 | $565 | 0.00% | +253+2.3% | Added |
| Baker Avenue Asset Management, LP | 18 | $912 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 27 | $1.00K | 0.00% | −603−95.7% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $1.82K | 0.00% | −1−2.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.23K | 0.00% | +17+63.0% | Added |
| SJS Investment Consulting Inc. | 44 | $2.23K | 0.00% | +22+100.0% | Added |
| Prestige Wealth Management Group LLC | 62 | $3.14K | 0.00% | −19−23.5% | Reduced |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $4.10K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 98 | $4.97K | 0.00% | +98 | New |
| Fifth Third Bancorp | 99 | $5.02K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $5.02K | 0.00% | +18+22.2% | Added |
| Massmutual Trust Co FSB | 108 | $5.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $5.47K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 135 | $6.00K | 0.00% | −62,025−99.8% | Reduced |
| Harbour Investments, Inc. | 126 | $6.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 126 | $6.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $6.79K | 0.00% | +22+19.6% | Added |
| Loomis Sayles & Co L P | 134 | $7.00K | 0.00% | −226−62.8% | Reduced |
| Ci Investments Inc. | 142 | $7.00K | 0.00% | +137+2,740.0% | Added |
| ICA Group Wealth Management, LLC | 144 | $7.30K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $8.46K | 0.00% | +13+8.4% | Added |
| Covestor Ltd | 190 | $10.0K | 0.01% | −1−0.5% | Reduced |
| KBC Group NV | 259 | $13.0K | 0.00% | +259 | New |
| Natixis | 258 | $13.1K | 0.00% | +258 | New |
| Umb Bank N A | 270 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $14.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $15.6K | 0.01% | +101+48.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 343 | $17.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 351 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 444 | $22.5K | 0.00% | +2+0.5% | Added |
| JJJ Advisors Inc. | 495 | $25.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $25.1K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 504 | $25.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 513 | $26.0K | 0.00% | −2,954−85.2% | Reduced |
| Quadrant Capital Group LLC | 531 | $26.9K | 0.00% | −99−15.7% | Reduced |
| Huntington National Bank | 552 | $28.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $30.4K | 0.00% | +600 | New |
| Federation des caisses Desjardins du Quebec | 815 | $41.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 900 | $45.6K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 900 | $45.6K | 0.03% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 900 | $45.6K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 965 | $48.9K | 0.00% | −90−8.5% | Reduced |
| American International Group, Inc. | 1,019 | $51.6K | 0.00% | +204+25.0% | Added |
| Boston Partners | 20,393 | $53.7K | 0.00% | −9,348−31.4% | Reduced |
| CWM, LLC | 1,099 | $56.0K | 0.00% | +22+2.0% | Added |
| AdvisorNet Financial, Inc | 1,302 | $66.0K | 0.01% | +33+2.6% | Added |
| Signaturefd, LLC | 1,548 | $78.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,586 | $80.3K | 0.02% | +1,225+339.3% | Added |
| US Bancorp | 1,907 | $96.6K | 0.00% | −1−0.1% | Reduced |
| Parallel Advisors, LLC | 2,007 | $101.7K | 0.00% | −27−1.3% | Reduced |
| Vestcor Inc | 2,079 | $105.0K | 0.00% | −17,586−89.4% | Reduced |
| Ossiam | 2,097 | $106.3K | 0.00% | +1,148+121.0% | Added |
| First Manhattan Co | 2,205 | $111.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,370 | $120.1K | 0.00% | +2,370 | New |
| Harbor Capital Advisors, Inc. | 2,606 | $132.0K | 0.03% | +2,606 | New |
| MetLife Investment Management | 2,888 | $146.3K | 0.00% | +1,211+72.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,825 | $193.8K | 0.00% | −260,019−98.6% | Reduced |
| Laurion Capital Management LP | 3,970 | $201.2K | 0.01% | +3,970 | New |
| Manufacturers Life Insurance Company, The | 3,972 | $201.3K | 0.00% | +10.0% | Added |
| Symmetry Partners, LLC | 4,043 | $205.0K | 0.01% | +4,043 | New |
| Proficio Capital Partners LLC | 4,050 | $205.2K | 0.03% | +4,050 | New |
| Argent Trust Co | 4,070 | $206.2K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 4,117 | $208.6K | 0.00% | −983−19.3% | Reduced |
| Cresset Asset Management, LLC | 4,124 | $209.0K | 0.00% | +4,124 | New |
| Forum Financial Management, LP | 4,146 | $210.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,200 | $213.0K | 0.01% | +4,200 | New |
| SEI Investments Co | 4,319 | $218.9K | 0.00% | −6,366−59.6% | Reduced |
| Five Oceans Advisors | 4,377 | $221.8K | 0.14% | +4,377 | New |
| Sequoia Financial Advisors, LLC | 4,390 | $222.4K | 0.00% | −41−0.9% | Reduced |
| First Pacific Advisors, LP | 4,500 | $228.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4,500 | $228.0K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 4,578 | $232.0K | 0.03% | −2,105−31.5% | Reduced |
| Squarepoint Ops LLC | 4,759 | $241.1K | 0.00% | −14,902−75.8% | Reduced |
| State of Michigan Retirement System | 4,854 | $246.0K | 0.00% | −5,200−51.7% | Reduced |
| Blair William & Co | 4,910 | $248.8K | 0.00% | −71−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,353 | $271.2K | 0.03% | −167−3.0% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $277.7K | 0.00% | −370−6.3% | Reduced |
| Daiwa Securities Group Inc. | 5,482 | $278.0K | 0.00% | +700+14.6% | Added |
| Cetera Advisor Networks LLC | 5,564 | $281.9K | 0.00% | −4,330−43.8% | Reduced |
| Mariner, LLC | 5,843 | $296.0K | 0.00% | +5,843 | New |
| Nordea Investment Management AB | 5,891 | $296.4K | 0.00% | −664−10.1% | Reduced |
| Baker Ellis Asset Management LLC | 5,860 | $296.9K | 0.05% | −250−4.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,138 | $311.0K | 0.00% | −2,293−27.2% | Reduced |
| Xponance, Inc. | 6,166 | $312.4K | 0.00% | +6,166 | New |
| TD Asset Management Inc | 6,246 | $316.5K | 0.00% | −358−5.4% | Reduced |
| Man Group plc | 6,295 | $319.0K | 0.00% | +6,295 | New |
| Metis Global Partners, LLC | 6,380 | $323.3K | 0.02% | +1,779+38.7% | Added |
| Maryland State Retirement & Pension System | 6,408 | $324.7K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,435 | $326.1K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 6,504 | $329.6K | 0.00% | +478+7.9% | Added |
| National Bank of Canada | 6,509 | $329.8K | 0.00% | −49,865−88.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,629 | $335.9K | 0.01% | +420+6.8% | Added |