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, Q4 2023
Institutional positions in U-Haul Holding Co as of Dec 31, 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
- 281
- +30 vs. Q3 2023
- Shares held
- 63.1M
- +280.5K (+0.4%) vs. Q3 2023
- Total value
- $4.44B
- +$1.15B (+35.0%) vs. Q3 2023
- New holders
- 44
- 93 more added
- Sold out
- 14
- 96 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,275,570 | $653.4M | 0.01% | +18,655+0.2% | Added |
| Yacktman Asset Management LP | 7,398,460 | $521.1M | 4.85% | −9,307−0.1% | Reduced |
| BlackRock Inc. | 5,588,156 | $393.6M | 0.01% | +24,272+0.4% | Added |
| Dimensional Fund Advisors LP | 4,188,098 | $295.0M | 0.09% | −12,760−0.3% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,663,243 | $258.0M | 8.02% | 00.0% | Unchanged |
| FMR LLC | 3,348,340 | $235.9M | 0.02% | +3,542+0.1% | Added |
| Wellington Management Group LLP | 3,025,608 | $213.1M | 0.04% | −183,283−5.7% | Reduced |
| State Street Corp | 2,281,124 | $160.7M | 0.01% | +125,256+5.8% | Added |
| Smead Capital Management, Inc. | 2,077,500 | $146.3M | 2.62% | −38,753−1.8% | Reduced |
| Reinhart Partners, Inc. | 1,525,560 | $107.5M | 4.73% | +50,656+3.4% | Added |
| Geode Capital Management, LLC | 1,495,979 | $105.2M | 0.01% | +77,747+5.5% | Added |
| Artisan Partners Limited Partnership | 1,368,433 | $96.4M | 0.15% | −33,096−2.4% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,274,558 | $89.8M | 0.32% | +27,737+2.2% | Added |
| Scharf Investments, LLC | 1,140,089 | $80.3M | 2.20% | +118,202+11.6% | Added |
| Norges Bank | 917,433 | $64.6M | 0.01% | −97,382−9.6% | Reduced |
| Charles Schwab Investment Management Inc | 906,922 | $63.9M | 0.02% | +51,618+6.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 826,185 | $58.2M | 0.21% | −383,850−31.7% | Reduced |
| Southpoint Capital Advisors LP | 762,480 | $53.7M | 1.15% | +762,480 | New |
| Morgan Stanley | 629,538 | $44.3M | 0.00% | +27,339+4.5% | Added |
| Tweedy, Browne Co LLC | 607,360 | $42.8M | 2.09% | +188,725+45.1% | Added |
| Northern Trust Corp | 564,889 | $39.8M | 0.01% | −2,635−0.5% | Reduced |
| Bruce & Co., Inc. | 536,350 | $37.8M | 13.18% | −21,350−3.8% | Reduced |
| Bank of New York Mellon Corp | 381,589 | $26.9M | 0.01% | +10,415+2.8% | Added |
| UBS Asset Management Americas Inc | 370,461 | $26.1M | 0.01% | −8,486−2.2% | Reduced |
| Swiss National Bank | 302,431 | $21.3M | 0.02% | −8,700−2.8% | Reduced |
| Third Avenue Management LLC | 294,413 | $20.7M | 3.40% | −17,546−5.6% | Reduced |
| Harspring Capital Management, LLC | 290,000 | $20.4M | 4.84% | −152,500−34.5% | Reduced |
| Janus Henderson Group PLC | 280,423 | $19.8M | 0.01% | +853+0.3% | Added |
| Nuveen Asset Management, LLC | 251,736 | $17.7M | 0.01% | −1,584−0.6% | Reduced |
| Systematic Financial Management LP | 234,945 | $16.5M | 0.49% | −7,318−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 233,258 | $16.4M | 0.01% | +6,664+2.9% | Added |
| Invesco Ltd. | 230,793 | $16.3M | 0.00% | +20,070+9.5% | Added |
| CI Private Wealth, LLC | 228,768 | $16.1M | 0.03% | −17,194−7.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 224,858 | $15.8M | 0.08% | −56,692−20.1% | Reduced |
| Legal & General Group Plc | 224,130 | $15.8M | 0.00% | −30,540−12.0% | Reduced |
| California State Teachers Retirement System | 188,565 | $13.3M | 0.02% | +13,949+8.0% | Added |
| Vision Capital Management, Inc. | 186,584 | $13.1M | 2.05% | +1,935+1.0% | Added |
| Wells Fargo & Company | 182,541 | $12.9M | 0.00% | −22,841−11.1% | Reduced |
| Deutsche Bank AG | 160,960 | $11.3M | 0.01% | +7,839+5.1% | Added |
| Punch & Associates Investment Management, Inc. | 154,853 | $10.9M | 0.64% | −3,983−2.5% | Reduced |
| Winmill & Co. Inc | 143,370 | $10.1M | 3.24% | 00.0% | Unchanged |
| Rhumbline Advisers | 142,425 | $10.0M | 0.01% | +20,503+16.8% | Added |
| Financial Counselors Inc | 142,347 | $10.0M | 0.18% | −622−0.4% | Reduced |
| Credit Suisse AG | 130,829 | $9.22M | 0.01% | +650+0.5% | Added |
| Goldman Sachs Group Inc | 127,548 | $8.98M | 0.00% | +33,501+35.6% | Added |
| Royal Bank of Canada | 116,176 | $8.18M | 0.00% | +5,528+5.0% | Added |
| RK Asset Management, LLC | 112,126 | $7.90M | 6.55% | +4,353+4.0% | Added |
| Zuckerman Investment Group, LLC | 106,539 | $7.50M | 0.97% | +307+0.3% | Added |
| New York State Common Retirement Fund | 101,349 | $7.14M | 0.01% | −6,663−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 100,911 | $7.11M | 0.01% | +77+0.1% | Added |
| Schwartz Investment Counsel Inc | 97,200 | $6.85M | 0.27% | 00.0% | Unchanged |
| UBS Group AG | 96,374 | $6.79M | 0.00% | +392+0.4% | Added |
| Brandywine Global Investment Management, LLC | 95,192 | $6.71M | 0.05% | −3,568−3.6% | Reduced |
| Swedbank AB | 94,386 | $6.65M | 0.01% | −375−0.4% | Reduced |
| American Century Companies Inc | 91,645 | $6.46M | 0.00% | +12,148+15.3% | Added |
| JPMorgan Chase & Co | 90,242 | $6.36M | 0.00% | −24,301−21.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 88,497 | $6.23M | 1.31% | +3,565+4.2% | Added |
| Diversified Investment Strategies, LLC | 84,661 | $5.96M | 4.37% | −3,165−3.6% | Reduced |
| Envestnet Asset Management Inc | 79,947 | $5.63M | 0.00% | −5,507−6.4% | Reduced |
| First Trust Advisors LP | 78,483 | $5.53M | 0.01% | +78,483 | New |
| Colony Capital, Inc. | 71,231 | $5.02M | 0.51% | −38,239−34.9% | Reduced |
| Barclays PLC | 69,411 | $4.89M | 0.00% | −320−0.5% | Reduced |
| HSBC Holdings PLC | 68,627 | $4.84M | 0.00% | +5,978+9.5% | Added |
| Ameriprise Financial Inc | 66,346 | $4.67M | 0.00% | −9,266−12.3% | Reduced |
| Susquehanna International Group, LLP | 60,836 | $4.29M | 0.01% | +60,836 | New |
| Knightsbridge Asset Management, LLC | 60,026 | $4.23M | 1.20% | −1,422−2.3% | Reduced |
| Amundi | 64,794 | $4.22M | 0.00% | −20,347−23.9% | Reduced |
| Renaissance Technologies LLC | 56,100 | $3.95M | 0.01% | −18,000−24.3% | Reduced |
| Kerrisdale Advisers, LLC | 55,241 | $3.89M | 1.16% | +3,760+7.3% | Added |
| Victory Capital Management Inc | 52,715 | $3.71M | 0.00% | +13,009+32.8% | Added |
| Richard Bernstein Advisors LLC | 51,813 | $3.65M | 0.08% | +31+0.1% | Added |
| State of New Jersey Common Pension Fund D | 51,757 | $3.65M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 50,287 | $3.54M | 0.01% | −120,514−70.6% | Reduced |
| Oppenheimer & Close, LLC | 49,553 | $3.49M | 3.18% | +1,110+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,515 | $3.49M | 0.01% | −6,565−11.7% | Reduced |
| Great West Life Assurance Co | 48,540 | $3.40M | 0.01% | −5,451−10.1% | Reduced |
| Price T Rowe Associates Inc | 48,136 | $3.39M | 0.00% | +4,909+11.4% | Added |
| Citigroup Inc | 46,048 | $3.24M | 0.00% | +10,892+31.0% | Added |
| Treasurer of the State of North Carolina | 45,911 | $3.23M | 0.02% | +755+1.7% | Added |
| Public Employees Retirement System of Ohio | 43,420 | $3.06M | 0.01% | +1,254+3.0% | Added |
| Jane Street Group, LLC | 40,715 | $2.87M | 0.00% | +24,479+150.8% | Added |
| Voya Investment Management LLC | 40,520 | $2.85M | 0.00% | −505−1.2% | Reduced |
| Ingalls & Snyder LLC | 40,397 | $2.85M | 0.13% | −531−1.3% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.68M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 37,752 | $2.66M | 0.01% | −941−2.4% | Reduced |
| Alliancebernstein L.P. | 37,767 | $2.66M | 0.00% | +934+2.5% | Added |
| Oppenheimer Asset Management Inc. | 36,630 | $2.58M | 0.04% | −907−2.4% | Reduced |
| Russell Investments Group, Ltd. | 36,178 | $2.55M | 0.00% | +19,828+121.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,887 | $2.55M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 35,264 | $2.48M | 0.00% | +2,883+8.9% | Added |
| Pictet Asset Management Holding SA | 35,141 | $2.48M | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 33,440 | $2.36M | 0.00% | +6,350+23.4% | Added |
| Pacific Global Investment Management CO | 33,157 | $2.34M | 0.48% | +3,623+12.3% | Added |
| National Asset Management, Inc. | 32,753 | $2.31M | 0.06% | −95−0.3% | Reduced |
| Ancora Advisors, LLC | 32,535 | $2.29M | 0.05% | +5,522+20.4% | Added |
| Brasada Capital Management, LP | 32,300 | $2.28M | 0.45% | +32,300 | New |
| Bank of America Corp | 31,619 | $2.23M | 0.00% | −7,207−18.6% | Reduced |
| Highlander Capital Management, LLC | 29,980 | $2.11M | 0.75% | −450−1.5% | Reduced |
| Korea Investment CORP | 29,066 | $2.05M | 0.01% | +7,694+36.0% | Added |
| Prudential Financial Inc | 28,568 | $2.01M | 0.00% | −1,370−4.6% | Reduced |