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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 9,095 | $476.0K | 0.01% | +9,095 | New |
| Raymond James & Associates | 9,153 | $479.5K | 0.00% | −7,663−45.6% | Reduced |
| Principal Financial Group Inc | 9,373 | $491.1K | 0.00% | +1,962+26.5% | Added |
| Pinebridge Investments, L.P. | 9,704 | $508.4K | 0.01% | +9,191+1,791.6% | Added |
| The PNC Financial Services Group, Inc. | 9,914 | $519.4K | 0.00% | +1,335+15.6% | Added |
| Man Group plc | – | $530.3K | 0.00% | – | – |
| Public Employees Retirement Association of Colorado | 10,962 | $574.0K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 11,070 | $580.0K | 0.06% | −13,800−55.5% | Reduced |
| Nissay Asset Management Corp | 11,144 | $583.8K | 0.01% | +274+2.5% | Added |
| Prudential PLC | 11,294 | $591.7K | 0.01% | +234+2.1% | Added |
| Wade G W & Inc | 11,801 | $618.0K | 0.02% | −1,337−10.2% | Reduced |
| Institute for Wealth Management, LLC. | 12,374 | $648.3K | 0.12% | −20−0.2% | Reduced |
| IFM Investors Pty Ltd | 13,778 | $721.8K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,536 | $762.0K | 0.00% | −6,966−32.4% | Reduced |
| JustInvest LLC | 14,796 | $775.2K | 0.02% | +693+4.9% | Added |
| Robeco Institutional Asset Management B.V. | 14,871 | $779.1K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 14,895 | $779.9K | 0.00% | −1,965−11.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,488 | $811.4K | 0.00% | +4,069+35.6% | Added |
| Neuberger Berman Group LLC | 15,510 | $812.6K | 0.00% | +2,308+17.5% | Added |
| Roundview Capital LLC | 15,957 | $836.0K | 0.08% | 00.0% | Unchanged |
| Tredje AP-fonden | 16,019 | $839.2K | 0.01% | −1,734−9.8% | Reduced |
| DekaBank Deutsche Girozentrale | 16,025 | $850.0K | 0.00% | +47+0.3% | Added |
| Brinker Capital Investments, LLC | 16,235 | $850.6K | 0.01% | −181−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 16,235 | $850.6K | 0.01% | −181−1.1% | Reduced |
| Jane Street Group, LLC | 16,236 | $850.6K | 0.00% | −57,007−77.8% | Reduced |
| Russell Investments Group, Ltd. | 16,350 | $856.6K | 0.00% | −21,872−57.2% | Reduced |
| Utah Retirement Systems | 17,297 | $906.2K | 0.01% | +3,500+25.4% | Added |
| Storebrand Asset Management AS | 17,611 | $922.6K | 0.00% | −14,972−46.0% | Reduced |
| Greenleaf Trust | 17,723 | $928.5K | 0.01% | −552−3.0% | Reduced |
| Prelude Capital Management, LLC | 17,739 | $929.3K | 0.08% | −32,596−64.8% | Reduced |
| Skylands Capital, LLC | 17,945 | $940.1K | 0.14% | −1,825−9.2% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $943.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,450 | $966.6K | 0.01% | −12,636−40.6% | Reduced |
| VELA Investment Management, LLC | 18,865 | $988.3K | 0.43% | +18,865 | New |
| Advisor Group Holdings, Inc. | 19,563 | $1.02M | 0.00% | +715+3.8% | Added |
| Oregon Public Employees Retirement Fund | 19,660 | $1.03M | 0.01% | −7,825−28.5% | Reduced |
| Amalgamated Bank | 19,813 | $1.04M | 0.01% | +5,551+38.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 20,357 | $1.07M | 0.46% | −160−0.8% | Reduced |
| Natixis | 20,412 | $1.07M | 0.01% | +20,154+7,811.6% | Added |
| Manufacturers Life Insurance Company, The | 20,413 | $1.07M | 0.00% | +16,441+413.9% | Added |
| Schonfeld Strategic Advisors LLC | 20,918 | $1.10M | 0.01% | +11,839+130.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.10M | 0.01% | −407−1.9% | Reduced |
| Hyperion Capital Advisors LP | 21,055 | $1.10M | 0.60% | 00.0% | Unchanged |
| Korea Investment CORP | 21,372 | $1.12M | 0.00% | −5,442−20.3% | Reduced |
| Toronto Dominion Bank | 22,150 | $1.16M | 0.00% | −4,764−17.7% | Reduced |
| Chemistry Wealth Management LLC | 23,913 | $1.25M | 0.41% | −149−0.6% | Reduced |
| IFG Advisory, LLC | 24,602 | $1.29M | 0.11% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,200 | $1.32M | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,740 | $1.35M | 0.00% | −26,323−50.6% | Reduced |
| Robotti Robert | 26,200 | $1.37M | 0.20% | −3,800−12.7% | Reduced |
| Nomura Asset Management Co Ltd | 26,309 | $1.38M | 0.01% | +4,830+22.5% | Added |
| Arizona State Retirement System | 26,480 | $1.39M | 0.01% | −80.0% | Reduced |
| Ancora Advisors, LLC | 27,013 | $1.42M | 0.04% | +1,051+4.0% | Added |
| Ethic Inc. | 26,878 | $1.42M | 0.05% | +7,710+40.2% | Added |
| Ensign Peak Advisors, Inc | 27,090 | $1.42M | 0.00% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 27,469 | $1.43M | 1.09% | +12,264+80.7% | Added |
| Pacific Global Investment Management CO | 29,534 | $1.55M | 0.34% | +1,709+6.1% | Added |
| Prudential Financial Inc | 29,938 | $1.57M | 0.00% | +4,195+16.3% | Added |
| Highlander Capital Management, LLC | 30,430 | $1.59M | 0.63% | +4,125+15.7% | Added |
| APG Asset Management N.V. | 31,850 | $1.67M | 0.00% | −5,400−14.5% | Reduced |
| LPL Financial LLC | 32,381 | $1.70M | 0.00% | +5,200+19.1% | Added |
| National Asset Management, Inc. | 32,848 | $1.72M | 0.05% | −4,770−12.7% | Reduced |
| Millennium Management LLC | 33,278 | $1.74M | 0.00% | −209,619−86.3% | Reduced |
| Pictet Asset Management Holding SA | 35,141 | $1.84M | 0.00% | +35,141 | New |
| Citigroup Inc | 35,156 | $1.84M | 0.00% | −952−2.6% | Reduced |
| DnB Asset Management AS | 36,631 | $1.92M | 0.01% | −33,391−47.7% | Reduced |
| Alliancebernstein L.P. | 36,833 | $1.93M | 0.00% | −9,489−20.5% | Reduced |
| Oppenheimer Asset Management Inc. | 37,537 | $1.97M | 0.03% | −676−1.8% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $1.99M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 38,693 | $2.03M | 0.01% | −110−0.3% | Reduced |
| Bank of America Corp | 38,826 | $2.03M | 0.00% | −26,328−40.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,887 | $2.04M | 0.00% | +63+0.2% | Added |
| Victory Capital Management Inc | 39,706 | $2.08M | 0.00% | +28,692+260.5% | Added |
| Ingalls & Snyder LLC | 40,928 | $2.14M | 0.10% | −200.0% | Reduced |
| Voya Investment Management LLC | 41,025 | $2.15M | 0.00% | +4,401+12.0% | Added |
| Public Employees Retirement System of Ohio | 42,166 | $2.21M | 0.01% | +133+0.3% | Added |
| Price T Rowe Associates Inc | 43,227 | $2.27M | 0.00% | +5,112+13.4% | Added |
| Treasurer of the State of North Carolina | 45,156 | $2.37M | 0.01% | +9,872+28.0% | Added |
| K2 Principal Fund, L.P. | 45,933 | $2.41M | 0.72% | +19,085+71.1% | Added |
| Oppenheimer & Close, LLC | 48,443 | $2.54M | 2.53% | +180+0.4% | Added |
| Kerrisdale Advisers, LLC | 51,481 | $2.70M | 0.85% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 51,757 | $2.71M | 0.01% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 51,782 | $2.71M | 0.06% | +51,782 | New |
| AQR Capital Management LLC | 52,599 | $2.76M | 0.01% | −98,428−65.2% | Reduced |
| Great West Life Assurance Co | 53,991 | $2.83M | 0.01% | +53,991 | New |
| Mitsubishi UFJ Trust & Banking Corp | 56,080 | $2.94M | 0.01% | −236−0.4% | Reduced |
| Knightsbridge Asset Management, LLC | 61,448 | $3.22M | 1.01% | −2,340−3.7% | Reduced |
| HSBC Holdings PLC | 62,649 | $3.28M | 0.00% | −2,662−4.1% | Reduced |
| Barclays PLC | 69,731 | $3.65M | 0.00% | −517−0.7% | Reduced |
| Renaissance Technologies LLC | 74,100 | $3.88M | 0.01% | −5,824−7.3% | Reduced |
| Ameriprise Financial Inc | 75,612 | $3.96M | 0.00% | +3,106+4.3% | Added |
| American Century Companies Inc | 79,497 | $4.16M | 0.00% | +17,148+27.5% | Added |
| Amundi | 85,141 | $4.33M | 0.00% | −28,218−24.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 84,932 | $4.45M | 1.00% | +6,728+8.6% | Added |
| Diversified Investment Strategies, LLC | 87,826 | $4.46M | 3.38% | +835+1.0% | Added |
| Envestnet Asset Management Inc | 85,454 | $4.48M | 0.00% | +26,579+45.1% | Added |
| Goldman Sachs Group Inc | 94,047 | $4.93M | 0.00% | −26,724−22.1% | Reduced |
| Swedbank AB | 94,761 | $4.96M | 0.01% | +56,711+149.0% | Added |
| UBS Group AG | 95,982 | $5.03M | 0.00% | +24,718+34.7% | Added |
| Schwartz Investment Counsel Inc | 97,200 | $5.09M | 0.22% | 00.0% | Unchanged |