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 |
|---|---|---|---|---|---|
| Brandywine Global Investment Management, LLC | 98,760 | $5.17M | 0.05% | −10,815−9.9% | Reduced |
| State Board of Administration of Florida Retirement System | 100,834 | $5.28M | 0.01% | +5,750+6.0% | Added |
| Zuckerman Investment Group, LLC | 106,232 | $5.57M | 0.80% | −1,687−1.6% | Reduced |
| RK Asset Management, LLC | 107,773 | $5.65M | 5.28% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 108,012 | $5.66M | 0.01% | +1,056+1.0% | Added |
| Colony Capital, Inc. | 109,470 | $5.74M | 0.71% | −169,909−60.8% | Reduced |
| Royal Bank of Canada | 110,648 | $5.80M | 0.00% | +2,920+2.7% | Added |
| JPMorgan Chase & Co | 114,543 | $6.00M | 0.00% | −2,303−2.0% | Reduced |
| Rhumbline Advisers | 121,922 | $6.39M | 0.01% | +17,103+16.3% | Added |
| Credit Suisse AG | 130,179 | $6.82M | 0.01% | +12,764+10.9% | Added |
| Financial Counselors Inc | 142,969 | $7.49M | 0.15% | +442+0.3% | Added |
| Winmill & Co. Inc | 143,370 | $7.51M | 2.75% | 00.0% | Unchanged |
| Deutsche Bank AG | 153,121 | $8.02M | 0.01% | +371+0.2% | Added |
| Punch & Associates Investment Management, Inc. | 158,836 | $8.32M | 0.53% | −1,374−0.9% | Reduced |
| Stansberry Asset Management, LLC | 165,202 | $8.65M | 1.51% | +3,136+1.9% | Added |
| State of Wisconsin Investment Board | 170,801 | $8.95M | 0.03% | −212,284−55.4% | Reduced |
| California State Teachers Retirement System | 174,616 | $9.15M | 0.01% | +11,224+6.9% | Added |
| Vision Capital Management, Inc. | 184,649 | $9.67M | 1.78% | +2,833+1.6% | Added |
| Wells Fargo & Company | 205,382 | $10.8M | 0.00% | −16,647−7.5% | Reduced |
| Invesco Ltd. | 210,723 | $11.0M | 0.00% | +58,625+38.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 226,594 | $11.9M | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 242,263 | $12.7M | 0.41% | −5,864−2.4% | Reduced |
| CI Private Wealth, LLC | 245,962 | $12.9M | 0.03% | −36,623−13.0% | Reduced |
| Nuveen Asset Management, LLC | 253,320 | $13.3M | 0.00% | +37,707+17.5% | Added |
| Legal & General Group Plc | 254,670 | $13.3M | 0.00% | +2,926+1.2% | Added |
| Janus Henderson Group PLC | 279,570 | $14.6M | 0.01% | −94,105−25.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 281,550 | $14.8M | 0.08% | +65,799+30.5% | Added |
| Swiss National Bank | 311,131 | $16.3M | 0.01% | −37,900−10.9% | Reduced |
| Third Avenue Management LLC | 311,959 | $16.6M | 2.79% | −462−0.1% | Reduced |
| Bank of New York Mellon Corp | 371,174 | $19.4M | 0.00% | +36,665+11.0% | Added |
| UBS Asset Management Americas Inc | 378,947 | $19.9M | 0.01% | −75,424−16.6% | Reduced |
| Tweedy, Browne Co LLC | 418,635 | $21.9M | 1.17% | −14,573−3.4% | Reduced |
| Harspring Capital Management, LLC | 442,500 | $23.2M | 6.15% | −75,000−14.5% | Reduced |
| Bruce & Co., Inc. | 557,700 | $29.2M | 9.96% | −82,830−12.9% | Reduced |
| Northern Trust Corp | 567,524 | $29.7M | 0.01% | +62,954+12.5% | Added |
| Morgan Stanley | 602,199 | $31.5M | 0.00% | +144,231+31.5% | Added |
| Charles Schwab Investment Management Inc | 855,304 | $44.8M | 0.01% | +484,560+130.7% | Added |
| Norges Bank | 1,014,815 | $53.2M | 0.01% | +17,995+1.8% | Added |
| Scharf Investments, LLC | 1,021,887 | $53.5M | 1.60% | +127,951+14.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,210,035 | $63.4M | 0.24% | +79,675+7.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,246,821 | $65.3M | 0.25% | +1,246,821 | New |
| Artisan Partners Limited Partnership | 1,401,529 | $73.4M | 0.12% | −46,967−3.2% | Reduced |
| Geode Capital Management, LLC | 1,418,232 | $74.2M | 0.01% | +197,455+16.2% | Added |
| Reinhart Partners, Inc. | 1,474,904 | $77.3M | 4.01% | +43,098+3.0% | Added |
| Smead Capital Management, Inc. | 2,116,253 | $110.9M | 2.26% | −10,565−0.5% | Reduced |
| State Street Corp | 2,155,868 | $112.9M | 0.01% | +1,278+0.1% | Added |
| Wellington Management Group LLP | 3,208,891 | $168.1M | 0.03% | −269,446−7.7% | Reduced |
| FMR LLC | 3,344,798 | $175.2M | 0.02% | +25,332+0.8% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,663,243 | $191.9M | 6.34% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4,200,858 | $220.1M | 0.07% | −75,807−1.8% | Reduced |
| BlackRock Inc. | 5,563,884 | $291.5M | 0.01% | +695,799+14.3% | Added |
| Yacktman Asset Management LP | 7,407,767 | $388.1M | 3.82% | +496,908+7.2% | Added |
| Vanguard Group Inc | 9,256,915 | $485.0M | 0.01% | +172,891+1.9% | Added |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −400,543−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −187,572−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −182,118−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −113,946−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −101,946−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −95,778−100.0% | Sold out |
| Applied Fundamental Research, LLC | 0 | $0 | 0.00% | −84,754−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −71,400−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −67,895−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −59,323−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,065−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −45,383−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −40,548−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,221−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −25,458−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,801−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,411−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −14,813−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −14,042−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −9,947−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −9,393−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −6,629−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,910−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,370−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −11,149−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Lumature Wealth Partners, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |