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
Q3 2023 vs. Q2 2023
How the institutions holding U-Haul Holding Co changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 280 | 3 | 253 | −24 |
| Shares | 62.0M | 33.7K | 62.8M | +812.0K (+1.3%) |
| Value | $3.14B | $1.71M | $3.29B | +$147.2M (+4.7%) |
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held U-Haul Holding Co at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC | 1,246,821 | $65.3M | 0.25% |
| Great West Life Assurance Co | 53,991 | $2.83M | 0.01% |
| Richard Bernstein Advisors LLC | 51,782 | $2.71M | 0.06% |
| Pictet Asset Management Holding SA | 35,141 | $1.84M | 0.00% |
| VELA Investment Management, LLC | 18,865 | $988.3K | 0.43% |
| SG Americas Securities, LLC | 9,095 | $476.0K | 0.01% |
| Oak Thistle LLC | 6,743 | $353.3K | 0.10% |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,502 | $270.1K | 0.00% |
| O'Shaughnessy Asset Management, LLC | 4,549 | $238.3K | 0.00% |
| Advisor Partners II, LLC | 4,085 | $214.0K | 0.01% |
| Quantinno Capital Management LP | 3,975 | $208.0K | 0.01% |
| Arete Wealth Advisors, LLC | 3,915 | $205.1K | 0.04% |
| Janney Montgomery Scott LLC | 3,860 | $202.0K | 0.00% |
| Comerica Bank | 2,590 | $135.7K | 0.00% |
| Desjardins Global Asset Management Inc. | 869 | $45.5K | 0.00% |
| Steward Financial Group LLC | 129 | $6.00K | 0.00% |
| Toth Financial Advisory Corp | 81 | $4.24K | 0.00% |
| Avion Wealth | 9 | $0 | 0.00% |
Sold out (42)
Institutions that held U-Haul Holding Co at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (3)
Institutions that held U-Haul Holding Co at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 32,668 | $1.66M |
| Lumature Wealth Partners, LLC | 900 | $45.6K |
| First Capital Advisors Group, LLC. | 98 | $4.97K |