Skip to main content

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

Q4 2023 vs. Q3 2023

How the institutions holding U-Haul Holding Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of UHAL.B: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2532281+30
Shares62.8M4.21K63.1M+280.5K (+0.4%)
Value$3.29B$220.0K$4.44B+$1.15B (+35.0%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held U-Haul Holding Co at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to UHAL.B in Q4 2023
InstitutionSharesValue% of portfolio
Southpoint Capital Advisors LP762,480$53.7M1.15%
First Trust Advisors LP78,483$5.53M0.01%
Susquehanna International Group, LLP60,836$4.29M0.01%
Brasada Capital Management, LP32,300$2.28M0.45%
Qube Research & Technologies Ltd21,899$1.54M0.00%
Estuary Capital Management LP20,000$1.41M0.85%
Atria Investments LLC16,971$1.20M0.02%
Adage Capital Partners GP, L.L.C.15,000$1.06M0.00%
Dark Forest Capital Management LP9,113$641.9K0.10%
Captrust Financial Advisors8,623$607.4K0.00%
Swiss Life Asset Management Ltd7,216$509.8K0.01%
Jump Financial, LLC7,000$493.1K0.02%
HighTower Advisors, LLC6,743$476.0K0.00%
Cubist Systematic Strategies, LLC6,139$432.4K0.01%
XTX Topco Ltd5,856$412.5K0.09%
Old National Bancorp5,641$397.4K0.01%
Asahi Life Asset Management Co., Ltd.5,310$374.0K0.21%
Pathstone Holdings, LLC5,310$374.0K0.00%
Keybank National Association5,082$358.0K0.00%
Bank of Nova Scotia4,665$328.6K0.00%
CIBC Asset Management Inc3,627$255.5K0.00%
Cetera Investment Advisers3,393$239.0K0.00%
BSW Wealth Partners3,174$223.6K0.04%
Stratos Wealth Partners, LTD.3,087$217.4K0.00%
Cerity Partners LLC3,071$216.3K0.00%
Symmetry Partners, LLC2,964$209.0K0.01%
Apollon Wealth Management, LLC2,920$205.7K0.01%
Degroof Petercam Asset Management2,400$169.1K0.00%
Rothschild Investment LLC2,300$162.0K0.01%
Chilton Capital Management LLC1,017$71.6K0.00%
CVA Family Office, LLC900$63.4K0.01%
Castleview Partners, LLC622$43.8K0.03%
GAMMA Investing LLC512$32.7K0.01%
Advisory Services Network, LLC366$25.8K0.00%
GWM Advisors LLC158$11.1K0.00%
ICA Group Wealth Management, LLC144$10.1K0.00%
Carolinas Wealth Consulting LLC87$6.13K0.00%
Rakuten Investment Management, Inc.70$4.93K0.00%
DiNuzzo Private Wealth, Inc.33$2.33K0.00%
Allspring Global Investments Holdings, LLC29$2.04K0.00%
Bruce G. Allen Investments, LLC26$1.83K0.00%
Private Wealth Management Group, LLC23$1.62K0.00%
IFP Advisors, Inc8$5640.00%
Manchester Capital Management LLC7$4940.00%

Sold out (14)

Institutions that held U-Haul Holding Co at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (2)

Institutions that held U-Haul Holding Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UHAL.B in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC4,085$214.0K
Steward Financial Group LLC129$6.00K