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 |
|---|---|---|---|---|---|
| XTX Topco Ltd | 5,856 | $412.5K | 0.09% | +5,856 | New |
| SEI Investments Co | 6,060 | $426.8K | 0.00% | +414+7.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,138 | $432.4K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 6,139 | $432.4K | 0.01% | +6,139 | New |
| Nordea Investment Management AB | 6,312 | $445.9K | 0.00% | +421+7.1% | Added |
| M&T Bank Corp | 6,401 | $450.9K | 0.00% | −84−1.3% | Reduced |
| Metis Global Partners, LLC | 6,529 | $459.9K | 0.02% | +420+6.9% | Added |
| HighTower Advisors, LLC | 6,743 | $476.0K | 0.00% | +6,743 | New |
| KBC Group NV | 6,861 | $483.0K | 0.00% | +6,602+2,549.0% | Added |
| Jump Financial, LLC | 7,000 | $493.1K | 0.02% | +7,000 | New |
| Viawealth, LLC | 7,153 | $503.9K | 0.35% | 00.0% | Unchanged |
| Bank of Montreal | 7,169 | $508.7K | 0.00% | −69−1.0% | Reduced |
| Swiss Life Asset Management Ltd | 7,216 | $509.8K | 0.01% | +7,216 | New |
| Xponance, Inc. | 7,271 | $512.2K | 0.01% | −634−8.0% | Reduced |
| Cetera Advisor Networks LLC | 7,431 | $523.4K | 0.00% | −1,214−14.0% | Reduced |
| Maryland State Retirement & Pension System | 7,718 | $543.7K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 7,900 | $556.5K | 0.00% | +171+2.2% | Added |
| Mariner, LLC | 7,906 | $556.9K | 0.00% | +927+13.3% | Added |
| Janney Capital Management LLC | 7,954 | $560.0K | 0.04% | +228+3.0% | Added |
| Principal Financial Group Inc | 8,128 | $572.5K | 0.00% | −1,245−13.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,344 | $587.8K | 0.01% | +7,178+615.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,375 | $589.9K | 0.19% | +83+1.0% | Added |
| Captrust Financial Advisors | 8,623 | $607.4K | 0.00% | +8,623 | New |
| K2 Principal Fund, L.P. | 8,833 | $622.2K | 0.15% | −37,100−80.8% | Reduced |
| TD Asset Management Inc | 8,937 | $629.5K | 0.00% | +2,357+35.8% | Added |
| Ancient Art, L.P. | 8,938 | $629.6K | 0.10% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 9,057 | $638.0K | 0.00% | +4,371+93.3% | Added |
| Dark Forest Capital Management LP | 9,113 | $641.9K | 0.10% | +9,113 | New |
| Raymond James & Associates | 9,611 | $677.0K | 0.00% | +458+5.0% | Added |
| IFG Advisory, LLC | 10,160 | $715.7K | 0.05% | −14,442−58.7% | Reduced |
| Advisor Group Holdings, Inc. | 10,592 | $745.7K | 0.00% | −8,971−45.9% | Reduced |
| Millennium Management LLC | 10,770 | $758.6K | 0.00% | −22,508−67.6% | Reduced |
| Public Employees Retirement Association of Colorado | 10,962 | $772.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,115 | $782.9K | 0.01% | −9,803−46.9% | Reduced |
| British Columbia Investment Management Corp | 11,195 | $788.6K | 0.01% | +2,457+28.1% | Added |
| AQR Capital Management LLC | 11,448 | $806.4K | 0.00% | −41,151−78.2% | Reduced |
| Nissay Asset Management Corp | 11,565 | $814.6K | 0.01% | +421+3.8% | Added |
| Prudential PLC | 12,658 | $891.6K | 0.01% | +1,364+12.1% | Added |
| Sequoia Financial Advisors, LLC | 12,938 | $911.4K | 0.01% | +8,554+195.1% | Added |
| Oregon Public Employees Retirement Fund | 12,960 | $912.9K | 0.02% | −6,700−34.1% | Reduced |
| Wade G W & Inc | 13,128 | $925.0K | 0.03% | +1,327+11.2% | Added |
| IFM Investors Pty Ltd | 13,778 | $971.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,881 | $977.8K | 0.00% | −1,607−10.4% | Reduced |
| Prelude Capital Management, LLC | 14,003 | $986.4K | 0.09% | −3,736−21.1% | Reduced |
| Commonwealth Equity Services, LLC | 14,194 | $1.00M | 0.00% | −342−2.4% | Reduced |
| Institute for Wealth Management, LLC. | 14,209 | $1.00M | 0.16% | +1,835+14.8% | Added |
| Brinker Capital Investments, LLC | 15,497 | $1.01M | 0.01% | −738−4.5% | Reduced |
| Orion Portfolio Solutions, LLC | 15,497 | $1.01M | 0.01% | −738−4.5% | Reduced |
| APG Asset Management N.V. | 15,869 | $1.01M | 0.00% | −15,981−50.2% | Reduced |
| Macquarie Group Ltd | 14,614 | $1.03M | 0.00% | −281−1.9% | Reduced |
| JustInvest LLC | 14,820 | $1.04M | 0.03% | +24+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 14,871 | $1.05M | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 15,000 | $1.06M | 0.00% | +15,000 | New |
| Roundview Capital LLC | 15,795 | $1.11M | 0.10% | −162−1.0% | Reduced |
| Tredje AP-fonden | 16,019 | $1.13M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 16,407 | $1.13M | 0.00% | +382+2.4% | Added |
| Neuberger Berman Group LLC | 16,480 | $1.16M | 0.00% | +970+6.3% | Added |
| Atria Investments LLC | 16,971 | $1.20M | 0.02% | +16,971 | New |
| Toronto Dominion Bank | 17,167 | $1.21M | 0.00% | −4,983−22.5% | Reduced |
| Utah Retirement Systems | 17,397 | $1.23M | 0.02% | +100+0.6% | Added |
| Greenleaf Trust | 17,723 | $1.25M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,000 | $1.27M | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 18,100 | $1.27M | 0.18% | −8,100−30.9% | Reduced |
| Panagora Asset Management Inc | 18,450 | $1.30M | 0.01% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 19,660 | $1.38M | 0.75% | −1,395−6.6% | Reduced |
| Amalgamated Bank | 19,707 | $1.39M | 0.01% | −106−0.5% | Reduced |
| Estuary Capital Management LP | 20,000 | $1.41M | 0.85% | +20,000 | New |
| DnB Asset Management AS | 20,148 | $1.42M | 0.01% | −16,483−45.0% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 20,267 | $1.43M | 0.57% | −90−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 20,601 | $1.45M | 0.00% | +188+0.9% | Added |
| Skylands Capital, LLC | 20,795 | $1.46M | 0.22% | +2,850+15.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.48M | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 21,899 | $1.54M | 0.00% | +21,899 | New |
| Stifel Financial Corp | 24,260 | $1.71M | 0.00% | −1,480−5.7% | Reduced |
| RBF Capital, LLC | 25,200 | $1.78M | 0.11% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 25,641 | $1.81M | 0.55% | +1,728+7.2% | Added |
| Ethic Inc. | 26,391 | $1.83M | 0.05% | −487−1.8% | Reduced |
| Storebrand Asset Management AS | 26,290 | $1.85M | 0.01% | +8,679+49.3% | Added |
| Nomura Asset Management Co Ltd | 26,309 | $1.85M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 26,676 | $1.88M | 0.01% | +196+0.7% | Added |
| VELA Investment Management, LLC | 28,551 | $2.01M | 0.82% | +9,686+51.3% | Added |
| Prudential Financial Inc | 28,568 | $2.01M | 0.00% | −1,370−4.6% | Reduced |
| Korea Investment CORP | 29,066 | $2.05M | 0.01% | +7,694+36.0% | Added |
| Highlander Capital Management, LLC | 29,980 | $2.11M | 0.75% | −450−1.5% | Reduced |
| Bank of America Corp | 31,619 | $2.23M | 0.00% | −7,207−18.6% | Reduced |
| Brasada Capital Management, LP | 32,300 | $2.28M | 0.45% | +32,300 | New |
| Ancora Advisors, LLC | 32,535 | $2.29M | 0.05% | +5,522+20.4% | Added |
| National Asset Management, Inc. | 32,753 | $2.31M | 0.06% | −95−0.3% | Reduced |
| Pacific Global Investment Management CO | 33,157 | $2.34M | 0.48% | +3,623+12.3% | Added |
| Ensign Peak Advisors, Inc | 33,440 | $2.36M | 0.00% | +6,350+23.4% | Added |
| Pictet Asset Management Holding SA | 35,141 | $2.48M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 35,264 | $2.48M | 0.00% | +2,883+8.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38,887 | $2.55M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 36,178 | $2.55M | 0.00% | +19,828+121.3% | Added |
| Oppenheimer Asset Management Inc. | 36,630 | $2.58M | 0.04% | −907−2.4% | Reduced |
| Alliancebernstein L.P. | 37,767 | $2.66M | 0.00% | +934+2.5% | Added |
| Asset Management One Co.,Ltd. | 37,752 | $2.66M | 0.01% | −941−2.4% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.68M | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 40,397 | $2.85M | 0.13% | −531−1.3% | Reduced |
| Voya Investment Management LLC | 40,520 | $2.85M | 0.00% | −505−1.2% | Reduced |