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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 7 | $493 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $494 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $494 | 0.00% | +7 | New |
| IFP Advisors, Inc | 8 | $564 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 9 | $634 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $987 | 0.00% | −22−61.1% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.62K | 0.00% | +23 | New |
| Global Retirement Partners, LLC | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.83K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 28 | $1.97K | 0.00% | −20−41.7% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 29 | $2.04K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $2.33K | 0.00% | +33 | New |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $3.10K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $4.00K | 0.00% | −71−49.3% | Reduced |
| Rakuten Investment Management, Inc. | 70 | $4.93K | 0.00% | +70 | New |
| Zions Bancorporation, N.A. | 81 | $5.71K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $6.13K | 0.00% | +87 | New |
| Farther Finance Advisors, LLC | 92 | $6.48K | 0.00% | −34−27.0% | Reduced |
| Fifth Third Bancorp | 99 | $6.97K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 99 | $6.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $7.61K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 108 | $7.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $8.17K | 0.00% | −40−25.6% | Reduced |
| ICA Group Wealth Management, LLC | 144 | $10.1K | 0.00% | +144 | New |
| Loomis Sayles & Co L P | 153 | $11.0K | 0.00% | −27−15.0% | Reduced |
| Ci Investments Inc. | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 158 | $11.1K | 0.00% | +158 | New |
| Bell Investment Advisors, Inc | 167 | $11.8K | 0.00% | +6+3.7% | Added |
| Covestor Ltd | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 206 | $14.0K | 0.00% | +47+29.6% | Added |
| Umb Bank N A | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $19.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 366 | $25.8K | 0.00% | +366 | New |
| First Horizon Advisors, Inc. | 442 | $31.1K | 0.00% | −2−0.5% | Reduced |
| GAMMA Investing LLC | 512 | $32.7K | 0.01% | +512 | New |
| JJJ Advisors Inc. | 495 | $34.9K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 502 | $35.4K | 0.00% | +2+0.4% | Added |
| Natixis | 511 | $36.0K | 0.00% | −19,901−97.5% | Reduced |
| Huntington National Bank | 552 | $38.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $39.3K | 0.00% | +27+5.1% | Added |
| Allworth Financial LP | 576 | $40.6K | 0.00% | +225+64.1% | Added |
| Quent Capital, LLC | 578 | $40.7K | 0.01% | +83+16.8% | Added |
| UniSuper Management Pty Ltd | 600 | $42.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 622 | $43.8K | 0.03% | +622 | New |
| Desjardins Global Asset Management Inc. | 882 | $62.1K | 0.01% | +13+1.5% | Added |
| Trivant Custom Portfolio Group, LLC | 900 | $63.4K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 900 | $63.4K | 0.01% | +900 | New |
| Chilton Capital Management LLC | 1,017 | $71.6K | 0.00% | +1,017 | New |
| National Bank of Canada | 1,068 | $74.2K | 0.00% | −321−23.1% | Reduced |
| AdvisorNet Financial, Inc | 1,137 | $80.1K | 0.01% | −173−13.2% | Reduced |
| American International Group, Inc. | 1,160 | $81.7K | 0.00% | −30−2.5% | Reduced |
| CWM, LLC | 1,374 | $97.0K | 0.00% | +234+20.5% | Added |
| Signaturefd, LLC | 1,467 | $103.3K | 0.00% | −45−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,559 | $109.8K | 0.01% | +341+28.0% | Added |
| Colonial Trust Co | 1,588 | $111.9K | 0.02% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,869 | $131.7K | 0.00% | −93−4.7% | Reduced |
| Vestcor Inc | 2,041 | $144.0K | 0.00% | −38−1.8% | Reduced |
| First Manhattan Co | 2,205 | $155.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,300 | $162.0K | 0.01% | +2,300 | New |
| Degroof Petercam Asset Management | 2,400 | $169.1K | 0.00% | +2,400 | New |
| Comerica Bank | 2,783 | $196.0K | 0.00% | +193+7.5% | Added |
| US Bancorp | 2,825 | $199.0K | 0.00% | +918+48.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,902 | $204.0K | 0.00% | +2,559+746.1% | Added |
| Apollon Wealth Management, LLC | 2,920 | $205.7K | 0.01% | +2,920 | New |
| Symmetry Partners, LLC | 2,964 | $209.0K | 0.01% | +2,964 | New |
| Cerity Partners LLC | 3,071 | $216.3K | 0.00% | +3,071 | New |
| Stratos Wealth Partners, LTD. | 3,087 | $217.4K | 0.00% | +3,087 | New |
| BSW Wealth Partners | 3,174 | $223.6K | 0.04% | +3,174 | New |
| Arete Wealth Advisors, LLC | 3,235 | $227.9K | 0.02% | −680−17.4% | Reduced |
| Cetera Investment Advisers | 3,393 | $239.0K | 0.00% | +3,393 | New |
| MetLife Investment Management | 3,537 | $249.1K | 0.00% | −55−1.5% | Reduced |
| CIBC Asset Management Inc | 3,627 | $255.5K | 0.00% | +3,627 | New |
| Cresset Asset Management, LLC | 3,779 | $266.2K | 0.00% | −3,119−45.2% | Reduced |
| Proficio Capital Partners LLC | 4,001 | $281.8K | 0.03% | −28−0.7% | Reduced |
| Argent Trust Co | 4,070 | $286.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,071 | $286.8K | 0.00% | +244+6.4% | Added |
| Forum Financial Management, LP | 4,146 | $292.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,352 | $306.6K | 0.00% | −5,562−56.1% | Reduced |
| Teacher Retirement System of Texas | 4,462 | $314.0K | 0.00% | −3,043−40.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,500 | $317.0K | 0.02% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,348 | $320.4K | 0.00% | +846+18.8% | Added |
| State of Michigan Retirement System | 4,554 | $320.8K | 0.00% | +500+12.3% | Added |
| Bank of Nova Scotia | 4,665 | $328.6K | 0.00% | +4,665 | New |
| Five Oceans Advisors | 4,761 | $335.4K | 0.19% | −372−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,844 | $341.2K | 0.00% | +295+6.5% | Added |
| Janney Montgomery Scott LLC | 4,874 | $343.0K | 0.00% | +1,014+26.3% | Added |
| Quantinno Capital Management LP | 4,946 | $348.0K | 0.01% | +971+24.4% | Added |
| Keybank National Association | 5,082 | $358.0K | 0.00% | +5,082 | New |
| AE Wealth Management LLC | 5,710 | $373.0K | 0.00% | −698−10.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,310 | $374.0K | 0.21% | +5,310 | New |
| Pathstone Holdings, LLC | 5,310 | $374.0K | 0.00% | +5,310 | New |
| Nisa Investment Advisors, LLC | 5,480 | $386.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 5,500 | $387.4K | 0.00% | −4,204−43.3% | Reduced |
| Baker Ellis Asset Management LLC | 5,510 | $388.1K | 0.06% | −350−6.0% | Reduced |
| Old National Bancorp | 5,641 | $397.4K | 0.01% | +5,641 | New |
| Daiwa Securities Group Inc. | 5,782 | $407.0K | 0.00% | +300+5.5% | Added |