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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 253 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 268 institutionsQ1 2023: 278 institutionsQ2 2023: 280 institutionsQ3 2023: 253 institutionsQ4 2023: 281 institutionsQ1 2024: 285 institutionsQ2 2024: 282 institutionsQ3 2024: 292 institutionsQ4 2024: 314 institutionsQ1 2025: 324 institutionsQ2 2025: 323 institutionsQ3 2025: 336 institutionsQ4 2025: 313 institutionsQ1 2026: 297 institutionsQ2 2026: 333 institutions
Value heldQ3 2023: $3.29B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $3.47BQ1 2023: $3.25BQ2 2023: $3.14BQ3 2023: $3.29BQ4 2023: $4.44BQ1 2024: $4.20BQ2 2024: $3.84BQ3 2024: $4.57BQ4 2024: $4.11BQ1 2025: $3.81BQ2 2025: $3.49BQ3 2025: $3.31BQ4 2025: $2.97BQ1 2026: $2.81BQ2 2026: $3.66B
Institutions holding UHAL.B and their total value by quarter
QuarterHoldersValue
Q2 2026333$3.66B
Q1 2026297$2.81B
Q4 2025313$2.97B
Q3 2025336$3.31B
Q2 2025323$3.49B
Q1 2025324$3.81B
Q4 2024314$4.11B
Q3 2024292$4.57B
Q2 2024282$3.84B
Q1 2024285$4.20B
Q4 2023281$4.44B
Q3 2023253$3.29B
Q2 2023280$3.14B
Q1 2023278$3.25B
Q4 2022268$3.47B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2023.

Institutions holding UHAL.B in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ancora Advisors, LLC27,013$1.42M0.04%+1,051+4.0%Added
Arizona State Retirement System26,480$1.39M0.01%−80.0%Reduced
Nomura Asset Management Co Ltd26,309$1.38M0.01%+4,830+22.5%Added
Robotti Robert26,200$1.37M0.20%−3,800−12.7%Reduced
Stifel Financial Corp25,740$1.35M0.00%−26,323−50.6%Reduced
RBF Capital, LLC25,200$1.32M0.09%00.0%Unchanged
IFG Advisory, LLC24,602$1.29M0.11%00.0%Unchanged
Chemistry Wealth Management LLC23,913$1.25M0.41%−149−0.6%Reduced
Toronto Dominion Bank22,150$1.16M0.00%−4,764−17.7%Reduced
Korea Investment CORP21,372$1.12M0.00%−5,442−20.3%Reduced
Hyperion Capital Advisors LP21,055$1.10M0.60%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)21,026$1.10M0.01%−407−1.9%Reduced
Schonfeld Strategic Advisors LLC20,918$1.10M0.01%+11,839+130.4%Added
Manufacturers Life Insurance Company, The20,413$1.07M0.00%+16,441+413.9%Added
Natixis20,412$1.07M0.01%+20,154+7,811.6%Added
Norman Fields, Gottscho Capital Management, LLC20,357$1.07M0.46%−160−0.8%Reduced
Amalgamated Bank19,813$1.04M0.01%+5,551+38.9%Added
Oregon Public Employees Retirement Fund19,660$1.03M0.01%−7,825−28.5%Reduced
Advisor Group Holdings, Inc.19,563$1.02M0.00%+715+3.8%Added
VELA Investment Management, LLC18,865$988.3K0.43%+18,865New
Panagora Asset Management Inc18,450$966.6K0.01%−12,636−40.6%Reduced
Handelsbanken Fonder AB18,000$943.0K0.01%00.0%Unchanged
Skylands Capital, LLC17,945$940.1K0.14%−1,825−9.2%Reduced
Prelude Capital Management, LLC17,739$929.3K0.08%−32,596−64.8%Reduced
Greenleaf Trust17,723$928.5K0.01%−552−3.0%Reduced
Storebrand Asset Management AS17,611$922.6K0.00%−14,972−46.0%Reduced
Utah Retirement Systems17,297$906.2K0.01%+3,500+25.4%Added
Russell Investments Group, Ltd.16,350$856.6K0.00%−21,872−57.2%Reduced
Jane Street Group, LLC16,236$850.6K0.00%−57,007−77.8%Reduced
Brinker Capital Investments, LLC16,235$850.6K0.01%−181−1.1%Reduced
Orion Portfolio Solutions, LLC16,235$850.6K0.01%−181−1.1%Reduced
DekaBank Deutsche Girozentrale16,025$850.0K0.00%+47+0.3%Added
Tredje AP-fonden16,019$839.2K0.01%−1,734−9.8%Reduced
Roundview Capital LLC15,957$836.0K0.08%00.0%Unchanged
Neuberger Berman Group LLC15,510$812.6K0.00%+2,308+17.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,488$811.4K0.00%+4,069+35.6%Added
Macquarie Group Ltd14,895$779.9K0.00%−1,965−11.7%Reduced
Robeco Institutional Asset Management B.V.14,871$779.1K0.00%00.0%Unchanged
JustInvest LLC14,796$775.2K0.02%+693+4.9%Added
Commonwealth Equity Services, LLC14,536$762.0K0.00%−6,966−32.4%Reduced
IFM Investors Pty Ltd13,778$721.8K0.01%00.0%Unchanged
Institute for Wealth Management, LLC.12,374$648.3K0.12%−20−0.2%Reduced
Wade G W & Inc11,801$618.0K0.02%−1,337−10.2%Reduced
Prudential PLC11,294$591.7K0.01%+234+2.1%Added
Nissay Asset Management Corp11,144$583.8K0.01%+274+2.5%Added
Cumberland Partners Ltd11,070$580.0K0.06%−13,800−55.5%Reduced
Public Employees Retirement Association of Colorado10,962$574.0K0.00%00.0%Unchanged
Man Group plc–$530.3K0.00%––
The PNC Financial Services Group, Inc.9,914$519.4K0.00%+1,335+15.6%Added
Pinebridge Investments, L.P.9,704$508.4K0.01%+9,191+1,791.6%Added
Principal Financial Group Inc9,373$491.1K0.00%+1,962+26.5%Added
Raymond James & Associates9,153$479.5K0.00%−7,663−45.6%Reduced
SG Americas Securities, LLC9,095$476.0K0.01%+9,095New
Ancient Art, L.P.8,938$468.3K0.10%−42,311−82.6%Reduced
British Columbia Investment Management Corp8,738$457.8K0.00%00.0%Unchanged
Cetera Advisor Networks LLC8,645$452.9K0.00%+3,081+55.4%Added
Legacy Wealth Asset Management, LLC8,292$434.4K0.16%−15−0.2%Reduced
Xponance, Inc.7,905$414.1K0.01%+1,739+28.2%Added
Janney Capital Management LLC7,726$405.0K0.03%+211+2.8%Added
Creative Planning7,729$404.9K0.00%+20.0%Added
Maryland State Retirement & Pension System7,718$404.3K0.01%+1,310+20.4%Added
Teacher Retirement System of Texas7,505$393.0K0.00%+166+2.3%Added
Viawealth, LLC7,153$374.7K0.28%00.0%Unchanged
Mariner, LLC6,979$365.6K0.00%+1,136+19.4%Added
Cresset Asset Management, LLC6,898$361.4K0.00%+2,774+67.3%Added
Bank of Montreal7,238$358.8K0.00%−339−4.5%Reduced
Oak Thistle LLC6,743$353.3K0.10%+6,743New
TD Asset Management Inc6,580$344.7K0.00%+334+5.3%Added
M&T Bank Corp6,485$339.8K0.00%−19−0.3%Reduced
AE Wealth Management LLC6,408$335.7K0.00%−27−0.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd6,138$321.6K0.00%00.0%Unchanged
Metis Global Partners, LLC6,109$320.1K0.02%−271−4.2%Reduced
Nordea Investment Management AB5,891$313.5K0.00%00.0%Unchanged
Baker Ellis Asset Management LLC5,860$307.0K0.06%00.0%Unchanged
SEI Investments Co5,646$295.7K0.00%+1,327+30.7%Added
Nisa Investment Advisors, LLC5,480$287.1K0.00%00.0%Unchanged
Daiwa Securities Group Inc.5,482$287.0K0.00%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.4,502$270.1K0.00%+4,502New
Intech Investment Management LLC5,148$269.7K0.00%−8,447−62.1%Reduced
Five Oceans Advisors5,133$268.9K0.17%+756+17.3%Added
Squarepoint Ops LLC4,686$245.5K0.00%−73−1.5%Reduced
O'Shaughnessy Asset Management, LLC4,549$238.3K0.00%+4,549New
CBIZ Investment Advisory Services, LLC4,500$235.8K0.02%00.0%Unchanged
ExodusPoint Capital Management, LP4,487$235.0K0.00%−24,438−84.5%Reduced
Sequoia Financial Advisors, LLC4,384$229.7K0.00%−6−0.1%Reduced
Forum Financial Management, LP4,146$217.2K0.00%00.0%Unchanged
Advisor Partners II, LLC4,085$214.0K0.01%+4,085New
Argent Trust Co4,070$213.2K0.01%00.0%Unchanged
State of Michigan Retirement System4,054$212.4K0.00%−800−16.5%Reduced
Proficio Capital Partners LLC4,029$211.1K0.03%−21−0.5%Reduced
Quantinno Capital Management LP3,975$208.0K0.01%+3,975New
Arete Wealth Advisors, LLC3,915$205.1K0.04%+3,915New
Janney Montgomery Scott LLC3,860$202.0K0.00%+3,860New
Northwestern Mutual Wealth Management Co3,827$200.5K0.00%+2+0.1%Added
MetLife Investment Management3,592$188.2K0.00%+704+24.4%Added
Comerica Bank2,590$135.7K0.00%+2,590New
First Manhattan Co2,205$115.5K0.00%00.0%Unchanged
Vestcor Inc2,079$109.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,962$102.8K0.00%−45−2.2%Reduced
US Bancorp1,907$99.9K0.00%00.0%Unchanged