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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
Colonial Trust Co1,587$83.1K0.02%+1+0.1%Added
Signaturefd, LLC1,512$79.2K0.00%−36−2.3%Reduced
National Bank of Canada1,389$71.4K0.00%−5,120−78.7%Reduced
AdvisorNet Financial, Inc1,310$68.6K0.01%+8+0.6%Added
Banque Cantonale Vaudoise1,290$68.0K0.00%−2,910−69.3%Reduced
EverSource Wealth Advisors, LLC1,218$63.8K0.01%−4,135−77.2%Reduced
American International Group, Inc.1,190$62.3K0.00%+171+16.8%Added
Tower Research Capital LLC (TRC)1,166$61.1K0.00%−10,043−89.6%Reduced
CWM, LLC1,140$60.0K0.00%+41+3.7%Added
Trivant Custom Portfolio Group, LLC900$47.2K0.03%00.0%Unchanged
Desjardins Global Asset Management Inc.869$45.5K0.00%+869New
Federation des caisses Desjardins du Quebec815$42.7K0.00%00.0%Unchanged
UniSuper Management Pty Ltd600$31.4K0.00%00.0%Unchanged
Huntington National Bank552$28.9K0.00%00.0%Unchanged
Quadrant Capital Group LLC531$27.8K0.00%00.0%Unchanged
Ostrum Asset Management500$26.2K0.00%−4−0.8%Reduced
JJJ Advisors Inc.495$25.9K0.01%00.0%Unchanged
Quent Capital, LLC495$25.9K0.00%00.0%Unchanged
First Horizon Advisors, Inc.444$23.3K0.00%00.0%Unchanged
Boston Partners20,393$18.6K0.00%00.0%Unchanged
Allworth Financial LP351$18.4K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S343$18.0K0.00%00.0%Unchanged
Riverview Trust Co308$16.1K0.01%00.0%Unchanged
Lindbrook Capital, LLC279$14.6K0.00%00.0%Unchanged
Umb Bank N A270$14.1K0.00%00.0%Unchanged
KBC Group NV259$14.0K0.00%00.0%Unchanged
Covestor Ltd190$10.0K0.01%00.0%Unchanged
Loomis Sayles & Co L P180$9.00K0.00%+46+34.3%Added
Bell Investment Advisors, Inc161$8.44K0.00%−6−3.6%Reduced
JFS Wealth Advisors, LLC156$8.17K0.00%+22+16.4%Added
Ci Investments Inc.154$8.00K0.00%+12+8.5%Added
Lazard Asset Management LLC159$8.00K0.00%+24+17.8%Added
Ronald Blue Trust, Inc.144$7.00K0.00%+117+433.3%Added
Farther Finance Advisors, LLC126$6.60K0.00%00.0%Unchanged
Steward Financial Group LLC129$6.00K0.00%+129New
Parkside Financial Bank & Trust108$5.66K0.00%00.0%Unchanged
Massmutual Trust Co FSB108$5.66K0.00%00.0%Unchanged
Fifth Third Bancorp99$5.19K0.00%00.0%Unchanged
Glassman Wealth Services99$5.19K0.00%00.0%Unchanged
Zions Bancorporation, N.A.81$4.24K0.00%00.0%Unchanged
Toth Financial Advisory Corp81$4.24K0.00%+81New
Ogorek Anthony Joseph90$4.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.48$2.52K0.00%+4+9.1%Added
Red Tortoise LLC44$2.31K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC36$1.89K0.00%−26−41.9%Reduced
Jackson, Grant Investment Advisers, Inc.36$1.89K0.00%00.0%Unchanged
Global Retirement Partners, LLC26$1.32K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC27$1.00K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP18$9430.00%00.0%Unchanged
SRS Capital Advisors, Inc.9$4720.00%00.0%Unchanged
True Wealth Design, LLC7$3670.00%00.0%Unchanged
Tfo-TDC, LLC7$3550.00%00.0%Unchanged
Avion Wealth9$00.00%+9New
Scout Investments, Inc.0$00.00%−400,543−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−187,572−100.0%Sold out
Walleye Capital LLC0$00.00%−182,118−100.0%Sold out
California Public Employees Retirement System0$00.00%−113,946−100.0%Sold out
SPX Equities Gestao de Recursos Ltda0$00.00%−101,946−100.0%Sold out
Teachers Retirement System of the State of Kentucky0$00.00%−95,778−100.0%Sold out
Applied Fundamental Research, LLC0$00.00%−84,754−100.0%Sold out
Andra AP-fonden0$00.00%−71,400−100.0%Sold out
Twinbeech Capital LP0$00.00%−67,895−100.0%Sold out
Citadel Advisors LLC0$00.00%−59,323−100.0%Sold out
HRT Financial LP0$00.00%−47,065−100.0%Sold out
Swiss Life Asset Management Ltd0$00.00%−45,383−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−40,548−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−37,000−100.0%Sold out
Walleye Trading LLC0$00.00%−27,221−100.0%Sold out
Ergoteles LLC0$00.00%−25,458−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−20,801−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−20,411−100.0%Sold out
Heartland Advisors Inc0$00.00%−14,813−100.0%Sold out
Point72 Middle East FZE0$00.00%−14,042−100.0%Sold out
Engineers Gate Manager LP0$00.00%−12,409−100.0%Sold out
Old Mission Capital LLC0$00.00%−9,947−100.0%Sold out
Banco Santander, S.A.0$00.00%−9,475−100.0%Sold out
Freedom Day Solutions, LLC0$00.00%−9,393−100.0%Sold out
Weil Company, Inc.0$00.00%−6,981−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−6,629−100.0%Sold out
Blair William & Co0$00.00%−4,910−100.0%Sold out
Verus Capital Partners, LLC0$00.00%−4,578−100.0%Sold out
First Pacific Advisors, LP0$00.00%−4,500−100.0%Sold out
Keybank National Association0$00.00%−4,117−100.0%Sold out
Symmetry Partners, LLC0$00.00%−4,043−100.0%Sold out
Laurion Capital Management LP0$00.00%−3,970−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−2,606−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−2,370−100.0%Sold out
Ossiam0$00.00%−2,097−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−965−100.0%Sold out
CVA Family Office, LLC0$00.00%−900−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−144−100.0%Sold out
Harbour Investments, Inc.0$00.00%−126−100.0%Sold out
Disciplined Investments, LLC0$00.00%−36−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−11,149−100.0%Sold out
25 LLC0$00.00%−10−100.0%Sold out
Pictet Asset Management SA––––Not filed
Lumature Wealth Partners, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed