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 |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $367 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $472 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $943 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 36 | $1.89K | 0.00% | −26−41.9% | Reduced |
| Red Tortoise LLC | 44 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $2.52K | 0.00% | +4+9.1% | Added |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $4.24K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 81 | $4.24K | 0.00% | +81 | New |
| Fifth Third Bancorp | 99 | $5.19K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $5.19K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $5.66K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $5.66K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 129 | $6.00K | 0.00% | +129 | New |
| Farther Finance Advisors, LLC | 126 | $6.60K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 144 | $7.00K | 0.00% | +117+433.3% | Added |
| Ci Investments Inc. | 154 | $8.00K | 0.00% | +12+8.5% | Added |
| Lazard Asset Management LLC | 159 | $8.00K | 0.00% | +24+17.8% | Added |
| JFS Wealth Advisors, LLC | 156 | $8.17K | 0.00% | +22+16.4% | Added |
| Bell Investment Advisors, Inc | 161 | $8.44K | 0.00% | −6−3.6% | Reduced |
| Loomis Sayles & Co L P | 180 | $9.00K | 0.00% | +46+34.3% | Added |
| Covestor Ltd | 190 | $10.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 259 | $14.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $14.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $14.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $16.1K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 343 | $18.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 351 | $18.4K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 20,393 | $18.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 444 | $23.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $25.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 495 | $25.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 500 | $26.2K | 0.00% | −4−0.8% | Reduced |
| Quadrant Capital Group LLC | 531 | $27.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 552 | $28.9K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 600 | $31.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 815 | $42.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 869 | $45.5K | 0.00% | +869 | New |
| Trivant Custom Portfolio Group, LLC | 900 | $47.2K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,140 | $60.0K | 0.00% | +41+3.7% | Added |
| Tower Research Capital LLC (TRC) | 1,166 | $61.1K | 0.00% | −10,043−89.6% | Reduced |
| American International Group, Inc. | 1,190 | $62.3K | 0.00% | +171+16.8% | Added |
| EverSource Wealth Advisors, LLC | 1,218 | $63.8K | 0.01% | −4,135−77.2% | Reduced |
| Banque Cantonale Vaudoise | 1,290 | $68.0K | 0.00% | −2,910−69.3% | Reduced |
| AdvisorNet Financial, Inc | 1,310 | $68.6K | 0.01% | +8+0.6% | Added |
| National Bank of Canada | 1,389 | $71.4K | 0.00% | −5,120−78.7% | Reduced |
| Signaturefd, LLC | 1,512 | $79.2K | 0.00% | −36−2.3% | Reduced |
| Colonial Trust Co | 1,587 | $83.1K | 0.02% | +1+0.1% | Added |
| US Bancorp | 1,907 | $99.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,962 | $102.8K | 0.00% | −45−2.2% | Reduced |
| Vestcor Inc | 2,079 | $109.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,205 | $115.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,590 | $135.7K | 0.00% | +2,590 | New |
| MetLife Investment Management | 3,592 | $188.2K | 0.00% | +704+24.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,827 | $200.5K | 0.00% | +2+0.1% | Added |
| Janney Montgomery Scott LLC | 3,860 | $202.0K | 0.00% | +3,860 | New |
| Arete Wealth Advisors, LLC | 3,915 | $205.1K | 0.04% | +3,915 | New |
| Quantinno Capital Management LP | 3,975 | $208.0K | 0.01% | +3,975 | New |
| Proficio Capital Partners LLC | 4,029 | $211.1K | 0.03% | −21−0.5% | Reduced |
| State of Michigan Retirement System | 4,054 | $212.4K | 0.00% | −800−16.5% | Reduced |
| Argent Trust Co | 4,070 | $213.2K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 4,085 | $214.0K | 0.01% | +4,085 | New |
| Forum Financial Management, LP | 4,146 | $217.2K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,384 | $229.7K | 0.00% | −6−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 4,487 | $235.0K | 0.00% | −24,438−84.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,500 | $235.8K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,549 | $238.3K | 0.00% | +4,549 | New |
| Squarepoint Ops LLC | 4,686 | $245.5K | 0.00% | −73−1.5% | Reduced |
| Five Oceans Advisors | 5,133 | $268.9K | 0.17% | +756+17.3% | Added |
| Intech Investment Management LLC | 5,148 | $269.7K | 0.00% | −8,447−62.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,502 | $270.1K | 0.00% | +4,502 | New |
| Daiwa Securities Group Inc. | 5,482 | $287.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,480 | $287.1K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 5,646 | $295.7K | 0.00% | +1,327+30.7% | Added |
| Baker Ellis Asset Management LLC | 5,860 | $307.0K | 0.06% | 00.0% | Unchanged |
| Nordea Investment Management AB | 5,891 | $313.5K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,109 | $320.1K | 0.02% | −271−4.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,138 | $321.6K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,408 | $335.7K | 0.00% | −27−0.4% | Reduced |
| M&T Bank Corp | 6,485 | $339.8K | 0.00% | −19−0.3% | Reduced |
| TD Asset Management Inc | 6,580 | $344.7K | 0.00% | +334+5.3% | Added |
| Oak Thistle LLC | 6,743 | $353.3K | 0.10% | +6,743 | New |
| Bank of Montreal | 7,238 | $358.8K | 0.00% | −339−4.5% | Reduced |
| Cresset Asset Management, LLC | 6,898 | $361.4K | 0.00% | +2,774+67.3% | Added |
| Mariner, LLC | 6,979 | $365.6K | 0.00% | +1,136+19.4% | Added |
| Viawealth, LLC | 7,153 | $374.7K | 0.28% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 7,505 | $393.0K | 0.00% | +166+2.3% | Added |
| Maryland State Retirement & Pension System | 7,718 | $404.3K | 0.01% | +1,310+20.4% | Added |
| Creative Planning | 7,729 | $404.9K | 0.00% | +20.0% | Added |
| Janney Capital Management LLC | 7,726 | $405.0K | 0.03% | +211+2.8% | Added |
| Xponance, Inc. | 7,905 | $414.1K | 0.01% | +1,739+28.2% | Added |
| Legacy Wealth Asset Management, LLC | 8,292 | $434.4K | 0.16% | −15−0.2% | Reduced |
| Cetera Advisor Networks LLC | 8,645 | $452.9K | 0.00% | +3,081+55.4% | Added |
| British Columbia Investment Management Corp | 8,738 | $457.8K | 0.00% | 00.0% | Unchanged |
| Ancient Art, L.P. | 8,938 | $468.3K | 0.10% | −42,311−82.6% | Reduced |