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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 4,578 | $232.0K | 0.03% | −2,105−31.5% | 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 |
| Sequoia Financial Advisors, LLC | 4,390 | $222.4K | 0.00% | −41−0.9% | Reduced |
| Five Oceans Advisors | 4,377 | $221.8K | 0.14% | +4,377 | New |
| SEI Investments Co | 4,319 | $218.9K | 0.00% | −6,366−59.6% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $213.0K | 0.01% | +4,200 | New |
| Forum Financial Management, LP | 4,146 | $210.1K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,124 | $209.0K | 0.00% | +4,124 | New |
| Keybank National Association | 4,117 | $208.6K | 0.00% | −983−19.3% | Reduced |
| Argent Trust Co | 4,070 | $206.2K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,050 | $205.2K | 0.03% | +4,050 | New |
| Symmetry Partners, LLC | 4,043 | $205.0K | 0.01% | +4,043 | New |
| Manufacturers Life Insurance Company, The | 3,972 | $201.3K | 0.00% | +10.0% | Added |
| Laurion Capital Management LP | 3,970 | $201.2K | 0.01% | +3,970 | New |
| Northwestern Mutual Wealth Management Co | 3,825 | $193.8K | 0.00% | −260,019−98.6% | Reduced |
| MetLife Investment Management | 2,888 | $146.3K | 0.00% | +1,211+72.2% | Added |
| Harbor Capital Advisors, Inc. | 2,606 | $132.0K | 0.03% | +2,606 | New |
| Point72 Asset Management, L.P. | 2,370 | $120.1K | 0.00% | +2,370 | New |
| First Manhattan Co | 2,205 | $111.7K | 0.00% | 00.0% | Unchanged |
| Ossiam | 2,097 | $106.3K | 0.00% | +1,148+121.0% | Added |
| Vestcor Inc | 2,079 | $105.0K | 0.00% | −17,586−89.4% | Reduced |
| Parallel Advisors, LLC | 2,007 | $101.7K | 0.00% | −27−1.3% | Reduced |
| US Bancorp | 1,907 | $96.6K | 0.00% | −1−0.1% | Reduced |
| Colonial Trust Co | 1,586 | $80.3K | 0.02% | +1,225+339.3% | Added |
| Signaturefd, LLC | 1,548 | $78.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,302 | $66.0K | 0.01% | +33+2.6% | Added |
| CWM, LLC | 1,099 | $56.0K | 0.00% | +22+2.0% | Added |
| Boston Partners | 20,393 | $53.7K | 0.00% | −9,348−31.4% | Reduced |
| American International Group, Inc. | 1,019 | $51.6K | 0.00% | +204+25.0% | Added |
| Allspring Global Investments Holdings, LLC | 965 | $48.9K | 0.00% | −90−8.5% | Reduced |
| 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 |
| Federation des caisses Desjardins du Quebec | 815 | $41.3K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $30.4K | 0.00% | +600 | New |
| Huntington National Bank | 552 | $28.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 531 | $26.9K | 0.00% | −99−15.7% | Reduced |
| Pinebridge Investments, L.P. | 513 | $26.0K | 0.00% | −2,954−85.2% | Reduced |
| Ostrum Asset Management | 504 | $25.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 495 | $25.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $25.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 444 | $22.5K | 0.00% | +2+0.5% | Added |
| Allworth Financial LP | 351 | $17.8K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 343 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $15.6K | 0.01% | +101+48.8% | Added |
| Lindbrook Capital, LLC | 279 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $13.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 258 | $13.1K | 0.00% | +258 | New |
| KBC Group NV | 259 | $13.0K | 0.00% | +259 | New |
| Covestor Ltd | 190 | $10.0K | 0.01% | −1−0.5% | Reduced |
| Bell Investment Advisors, Inc | 167 | $8.46K | 0.00% | +13+8.4% | Added |
| ICA Group Wealth Management, LLC | 144 | $7.30K | 0.00% | 00.0% | Unchanged |
| 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 |
| JFS Wealth Advisors, LLC | 134 | $6.79K | 0.00% | +22+19.6% | Added |
| Harbour Investments, Inc. | 126 | $6.38K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 126 | $6.38K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 135 | $6.00K | 0.00% | −62,025−99.8% | Reduced |
| Parkside Financial Bank & Trust | 108 | $5.47K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $5.47K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $5.02K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $5.02K | 0.00% | +18+22.2% | Added |
| First Capital Advisors Group, LLC. | 98 | $4.97K | 0.00% | +98 | New |
| Zions Bancorporation, N.A. | 81 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $3.14K | 0.00% | −19−23.5% | Reduced |
| SJS Investment Consulting Inc. | 44 | $2.23K | 0.00% | +22+100.0% | Added |
| Red Tortoise LLC | 44 | $2.23K | 0.00% | +17+63.0% | Added |
| 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 |
| Global Retirement Partners, LLC | 26 | $1.32K | 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 |
| Baker Avenue Asset Management, LP | 18 | $912 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 11,149 | $565 | 0.00% | +253+2.3% | Added |
| 25 LLC | 10 | $555 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $457 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −274,545−100.0% | Sold out |
| Oakview Capital Management, L.P. | 0 | $0 | 0.00% | −244,849−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −42,999−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −29,925−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −24,744−100.0% | Sold out |
| Lodestone Wealth Management LLC | 0 | $0 | 0.00% | −17,260−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −14,969−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −8,018−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,969−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −7,461−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −5,474−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,307−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −4,663−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,619−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −3,915−100.0% | Sold out |