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, Q3 2023
Institutional positions in U-Haul Holding Co as of Sep 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
- 253
- −24 vs. Q2 2023
- Shares held
- 62.8M
- +812.0K (+1.3%) vs. Q2 2023
- Total value
- $3.29B
- +$147.2M (+4.7%) vs. Q2 2023
- New holders
- 18
- 89 more added
- Sold out
- 42
- 84 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,256,915 | $485.0M | 0.01% | +172,891+1.9% | Added |
| Yacktman Asset Management LP | 7,407,767 | $388.1M | 3.82% | +496,908+7.2% | Added |
| BlackRock Inc. | 5,563,884 | $291.5M | 0.01% | +695,799+14.3% | Added |
| Dimensional Fund Advisors LP | 4,200,858 | $220.1M | 0.07% | −75,807−1.8% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,663,243 | $191.9M | 6.34% | 00.0% | Unchanged |
| FMR LLC | 3,344,798 | $175.2M | 0.02% | +25,332+0.8% | Added |
| Wellington Management Group LLP | 3,208,891 | $168.1M | 0.03% | −269,446−7.7% | Reduced |
| State Street Corp | 2,155,868 | $112.9M | 0.01% | +1,278+0.1% | Added |
| Smead Capital Management, Inc. | 2,116,253 | $110.9M | 2.26% | −10,565−0.5% | Reduced |
| Reinhart Partners, Inc. | 1,474,904 | $77.3M | 4.01% | +43,098+3.0% | Added |
| Geode Capital Management, LLC | 1,418,232 | $74.2M | 0.01% | +197,455+16.2% | Added |
| Artisan Partners Limited Partnership | 1,401,529 | $73.4M | 0.12% | −46,967−3.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,246,821 | $65.3M | 0.25% | +1,246,821 | New |
| Hotchkis & Wiley Capital Management LLC | 1,210,035 | $63.4M | 0.24% | +79,675+7.0% | Added |
| Scharf Investments, LLC | 1,021,887 | $53.5M | 1.60% | +127,951+14.3% | Added |
| Norges Bank | 1,014,815 | $53.2M | 0.01% | +17,995+1.8% | Added |
| Charles Schwab Investment Management Inc | 855,304 | $44.8M | 0.01% | +484,560+130.7% | Added |
| Morgan Stanley | 602,199 | $31.5M | 0.00% | +144,231+31.5% | Added |
| Northern Trust Corp | 567,524 | $29.7M | 0.01% | +62,954+12.5% | Added |
| Bruce & Co., Inc. | 557,700 | $29.2M | 9.96% | −82,830−12.9% | Reduced |
| Harspring Capital Management, LLC | 442,500 | $23.2M | 6.15% | −75,000−14.5% | Reduced |
| Tweedy, Browne Co LLC | 418,635 | $21.9M | 1.17% | −14,573−3.4% | Reduced |
| UBS Asset Management Americas Inc | 378,947 | $19.9M | 0.01% | −75,424−16.6% | Reduced |
| Bank of New York Mellon Corp | 371,174 | $19.4M | 0.00% | +36,665+11.0% | Added |
| Third Avenue Management LLC | 311,959 | $16.6M | 2.79% | −462−0.1% | Reduced |
| Swiss National Bank | 311,131 | $16.3M | 0.01% | −37,900−10.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 281,550 | $14.8M | 0.08% | +65,799+30.5% | Added |
| Janus Henderson Group PLC | 279,570 | $14.6M | 0.01% | −94,105−25.2% | Reduced |
| Legal & General Group Plc | 254,670 | $13.3M | 0.00% | +2,926+1.2% | Added |
| Nuveen Asset Management, LLC | 253,320 | $13.3M | 0.00% | +37,707+17.5% | Added |
| CI Private Wealth, LLC | 245,962 | $12.9M | 0.03% | −36,623−13.0% | Reduced |
| Systematic Financial Management LP | 242,263 | $12.7M | 0.41% | −5,864−2.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 226,594 | $11.9M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 210,723 | $11.0M | 0.00% | +58,625+38.5% | Added |
| Wells Fargo & Company | 205,382 | $10.8M | 0.00% | −16,647−7.5% | Reduced |
| Vision Capital Management, Inc. | 184,649 | $9.67M | 1.78% | +2,833+1.6% | Added |
| California State Teachers Retirement System | 174,616 | $9.15M | 0.01% | +11,224+6.9% | Added |
| State of Wisconsin Investment Board | 170,801 | $8.95M | 0.03% | −212,284−55.4% | Reduced |
| Stansberry Asset Management, LLC | 165,202 | $8.65M | 1.51% | +3,136+1.9% | Added |
| Punch & Associates Investment Management, Inc. | 158,836 | $8.32M | 0.53% | −1,374−0.9% | Reduced |
| Deutsche Bank AG | 153,121 | $8.02M | 0.01% | +371+0.2% | Added |
| Winmill & Co. Inc | 143,370 | $7.51M | 2.75% | 00.0% | Unchanged |
| Financial Counselors Inc | 142,969 | $7.49M | 0.15% | +442+0.3% | Added |
| Credit Suisse AG | 130,179 | $6.82M | 0.01% | +12,764+10.9% | Added |
| Rhumbline Advisers | 121,922 | $6.39M | 0.01% | +17,103+16.3% | Added |
| JPMorgan Chase & Co | 114,543 | $6.00M | 0.00% | −2,303−2.0% | Reduced |
| Royal Bank of Canada | 110,648 | $5.80M | 0.00% | +2,920+2.7% | Added |
| Colony Capital, Inc. | 109,470 | $5.74M | 0.71% | −169,909−60.8% | Reduced |
| New York State Common Retirement Fund | 108,012 | $5.66M | 0.01% | +1,056+1.0% | Added |
| RK Asset Management, LLC | 107,773 | $5.65M | 5.28% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 106,232 | $5.57M | 0.80% | −1,687−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 100,834 | $5.28M | 0.01% | +5,750+6.0% | Added |
| Brandywine Global Investment Management, LLC | 98,760 | $5.17M | 0.05% | −10,815−9.9% | Reduced |
| Schwartz Investment Counsel Inc | 97,200 | $5.09M | 0.22% | 00.0% | Unchanged |
| UBS Group AG | 95,982 | $5.03M | 0.00% | +24,718+34.7% | Added |
| Swedbank AB | 94,761 | $4.96M | 0.01% | +56,711+149.0% | Added |
| Goldman Sachs Group Inc | 94,047 | $4.93M | 0.00% | −26,724−22.1% | Reduced |
| Envestnet Asset Management Inc | 85,454 | $4.48M | 0.00% | +26,579+45.1% | Added |
| Diversified Investment Strategies, LLC | 87,826 | $4.46M | 3.38% | +835+1.0% | Added |
| Mraz, Amerine & Associates, Inc. | 84,932 | $4.45M | 1.00% | +6,728+8.6% | Added |
| Amundi | 85,141 | $4.33M | 0.00% | −28,218−24.9% | Reduced |
| American Century Companies Inc | 79,497 | $4.16M | 0.00% | +17,148+27.5% | Added |
| Ameriprise Financial Inc | 75,612 | $3.96M | 0.00% | +3,106+4.3% | Added |
| Renaissance Technologies LLC | 74,100 | $3.88M | 0.01% | −5,824−7.3% | Reduced |
| Barclays PLC | 69,731 | $3.65M | 0.00% | −517−0.7% | Reduced |
| HSBC Holdings PLC | 62,649 | $3.28M | 0.00% | −2,662−4.1% | Reduced |
| Knightsbridge Asset Management, LLC | 61,448 | $3.22M | 1.01% | −2,340−3.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 56,080 | $2.94M | 0.01% | −236−0.4% | Reduced |
| Great West Life Assurance Co | 53,991 | $2.83M | 0.01% | +53,991 | New |
| AQR Capital Management LLC | 52,599 | $2.76M | 0.01% | −98,428−65.2% | Reduced |
| Richard Bernstein Advisors LLC | 51,782 | $2.71M | 0.06% | +51,782 | New |
| State of New Jersey Common Pension Fund D | 51,757 | $2.71M | 0.01% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 51,481 | $2.70M | 0.85% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 48,443 | $2.54M | 2.53% | +180+0.4% | Added |
| K2 Principal Fund, L.P. | 45,933 | $2.41M | 0.72% | +19,085+71.1% | Added |
| Treasurer of the State of North Carolina | 45,156 | $2.37M | 0.01% | +9,872+28.0% | Added |
| Price T Rowe Associates Inc | 43,227 | $2.27M | 0.00% | +5,112+13.4% | Added |
| Public Employees Retirement System of Ohio | 42,166 | $2.21M | 0.01% | +133+0.3% | Added |
| Voya Investment Management LLC | 41,025 | $2.15M | 0.00% | +4,401+12.0% | Added |
| Ingalls & Snyder LLC | 40,928 | $2.14M | 0.10% | −200.0% | Reduced |
| Victory Capital Management Inc | 39,706 | $2.08M | 0.00% | +28,692+260.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,887 | $2.04M | 0.00% | +63+0.2% | Added |
| Bank of America Corp | 38,826 | $2.03M | 0.00% | −26,328−40.4% | Reduced |
| Asset Management One Co.,Ltd. | 38,693 | $2.03M | 0.01% | −110−0.3% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $1.99M | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 37,537 | $1.97M | 0.03% | −676−1.8% | Reduced |
| Alliancebernstein L.P. | 36,833 | $1.93M | 0.00% | −9,489−20.5% | Reduced |
| DnB Asset Management AS | 36,631 | $1.92M | 0.01% | −33,391−47.7% | Reduced |
| Citigroup Inc | 35,156 | $1.84M | 0.00% | −952−2.6% | Reduced |
| Pictet Asset Management Holding SA | 35,141 | $1.84M | 0.00% | +35,141 | New |
| Millennium Management LLC | 33,278 | $1.74M | 0.00% | −209,619−86.3% | Reduced |
| National Asset Management, Inc. | 32,848 | $1.72M | 0.05% | −4,770−12.7% | Reduced |
| LPL Financial LLC | 32,381 | $1.70M | 0.00% | +5,200+19.1% | Added |
| APG Asset Management N.V. | 31,850 | $1.67M | 0.00% | −5,400−14.5% | Reduced |
| Highlander Capital Management, LLC | 30,430 | $1.59M | 0.63% | +4,125+15.7% | Added |
| Prudential Financial Inc | 29,938 | $1.57M | 0.00% | +4,195+16.3% | Added |
| Pacific Global Investment Management CO | 29,534 | $1.55M | 0.34% | +1,709+6.1% | Added |
| Threadgill Financial, LLC | 27,469 | $1.43M | 1.09% | +12,264+80.7% | Added |
| Ensign Peak Advisors, Inc | 27,090 | $1.42M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 26,878 | $1.42M | 0.05% | +7,710+40.2% | Added |