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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 40,715 | $2.87M | 0.00% | +24,479+150.8% | Added |
| Public Employees Retirement System of Ohio | 43,420 | $3.06M | 0.01% | +1,254+3.0% | Added |
| Treasurer of the State of North Carolina | 45,911 | $3.23M | 0.02% | +755+1.7% | Added |
| Citigroup Inc | 46,048 | $3.24M | 0.00% | +10,892+31.0% | Added |
| Price T Rowe Associates Inc | 48,136 | $3.39M | 0.00% | +4,909+11.4% | Added |
| Great West Life Assurance Co | 48,540 | $3.40M | 0.01% | −5,451−10.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 49,515 | $3.49M | 0.01% | −6,565−11.7% | Reduced |
| Oppenheimer & Close, LLC | 49,553 | $3.49M | 3.18% | +1,110+2.3% | Added |
| State of Wisconsin Investment Board | 50,287 | $3.54M | 0.01% | −120,514−70.6% | Reduced |
| State of New Jersey Common Pension Fund D | 51,757 | $3.65M | 0.01% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 51,813 | $3.65M | 0.08% | +31+0.1% | Added |
| Victory Capital Management Inc | 52,715 | $3.71M | 0.00% | +13,009+32.8% | Added |
| Kerrisdale Advisers, LLC | 55,241 | $3.89M | 1.16% | +3,760+7.3% | Added |
| Renaissance Technologies LLC | 56,100 | $3.95M | 0.01% | −18,000−24.3% | Reduced |
| Amundi | 64,794 | $4.22M | 0.00% | −20,347−23.9% | Reduced |
| Knightsbridge Asset Management, LLC | 60,026 | $4.23M | 1.20% | −1,422−2.3% | Reduced |
| Susquehanna International Group, LLP | 60,836 | $4.29M | 0.01% | +60,836 | New |
| Ameriprise Financial Inc | 66,346 | $4.67M | 0.00% | −9,266−12.3% | Reduced |
| HSBC Holdings PLC | 68,627 | $4.84M | 0.00% | +5,978+9.5% | Added |
| Barclays PLC | 69,411 | $4.89M | 0.00% | −320−0.5% | Reduced |
| Colony Capital, Inc. | 71,231 | $5.02M | 0.51% | −38,239−34.9% | Reduced |
| First Trust Advisors LP | 78,483 | $5.53M | 0.01% | +78,483 | New |
| Envestnet Asset Management Inc | 79,947 | $5.63M | 0.00% | −5,507−6.4% | Reduced |
| Diversified Investment Strategies, LLC | 84,661 | $5.96M | 4.37% | −3,165−3.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 88,497 | $6.23M | 1.31% | +3,565+4.2% | Added |
| JPMorgan Chase & Co | 90,242 | $6.36M | 0.00% | −24,301−21.2% | Reduced |
| American Century Companies Inc | 91,645 | $6.46M | 0.00% | +12,148+15.3% | Added |
| Swedbank AB | 94,386 | $6.65M | 0.01% | −375−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 95,192 | $6.71M | 0.05% | −3,568−3.6% | Reduced |
| UBS Group AG | 96,374 | $6.79M | 0.00% | +392+0.4% | Added |
| Schwartz Investment Counsel Inc | 97,200 | $6.85M | 0.27% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 100,911 | $7.11M | 0.01% | +77+0.1% | Added |
| New York State Common Retirement Fund | 101,349 | $7.14M | 0.01% | −6,663−6.2% | Reduced |
| Zuckerman Investment Group, LLC | 106,539 | $7.50M | 0.97% | +307+0.3% | Added |
| RK Asset Management, LLC | 112,126 | $7.90M | 6.55% | +4,353+4.0% | Added |
| Royal Bank of Canada | 116,176 | $8.18M | 0.00% | +5,528+5.0% | Added |
| Goldman Sachs Group Inc | 127,548 | $8.98M | 0.00% | +33,501+35.6% | Added |
| Credit Suisse AG | 130,829 | $9.22M | 0.01% | +650+0.5% | Added |
| Financial Counselors Inc | 142,347 | $10.0M | 0.18% | −622−0.4% | Reduced |
| Rhumbline Advisers | 142,425 | $10.0M | 0.01% | +20,503+16.8% | Added |
| Winmill & Co. Inc | 143,370 | $10.1M | 3.24% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 154,853 | $10.9M | 0.64% | −3,983−2.5% | Reduced |
| Deutsche Bank AG | 160,960 | $11.3M | 0.01% | +7,839+5.1% | Added |
| Wells Fargo & Company | 182,541 | $12.9M | 0.00% | −22,841−11.1% | Reduced |
| Vision Capital Management, Inc. | 186,584 | $13.1M | 2.05% | +1,935+1.0% | Added |
| California State Teachers Retirement System | 188,565 | $13.3M | 0.02% | +13,949+8.0% | Added |
| Legal & General Group Plc | 224,130 | $15.8M | 0.00% | −30,540−12.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 224,858 | $15.8M | 0.08% | −56,692−20.1% | Reduced |
| CI Private Wealth, LLC | 228,768 | $16.1M | 0.03% | −17,194−7.0% | Reduced |
| Invesco Ltd. | 230,793 | $16.3M | 0.00% | +20,070+9.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 233,258 | $16.4M | 0.01% | +6,664+2.9% | Added |
| Systematic Financial Management LP | 234,945 | $16.5M | 0.49% | −7,318−3.0% | Reduced |
| Nuveen Asset Management, LLC | 251,736 | $17.7M | 0.01% | −1,584−0.6% | Reduced |
| Janus Henderson Group PLC | 280,423 | $19.8M | 0.01% | +853+0.3% | Added |
| Harspring Capital Management, LLC | 290,000 | $20.4M | 4.84% | −152,500−34.5% | Reduced |
| Third Avenue Management LLC | 294,413 | $20.7M | 3.40% | −17,546−5.6% | Reduced |
| Swiss National Bank | 302,431 | $21.3M | 0.02% | −8,700−2.8% | Reduced |
| UBS Asset Management Americas Inc | 370,461 | $26.1M | 0.01% | −8,486−2.2% | Reduced |
| Bank of New York Mellon Corp | 381,589 | $26.9M | 0.01% | +10,415+2.8% | Added |
| Bruce & Co., Inc. | 536,350 | $37.8M | 13.18% | −21,350−3.8% | Reduced |
| Northern Trust Corp | 564,889 | $39.8M | 0.01% | −2,635−0.5% | Reduced |
| Tweedy, Browne Co LLC | 607,360 | $42.8M | 2.09% | +188,725+45.1% | Added |
| Morgan Stanley | 629,538 | $44.3M | 0.00% | +27,339+4.5% | Added |
| Southpoint Capital Advisors LP | 762,480 | $53.7M | 1.15% | +762,480 | New |
| Hotchkis & Wiley Capital Management LLC | 826,185 | $58.2M | 0.21% | −383,850−31.7% | Reduced |
| Charles Schwab Investment Management Inc | 906,922 | $63.9M | 0.02% | +51,618+6.0% | Added |
| Norges Bank | 917,433 | $64.6M | 0.01% | −97,382−9.6% | Reduced |
| Scharf Investments, LLC | 1,140,089 | $80.3M | 2.20% | +118,202+11.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,274,558 | $89.8M | 0.32% | +27,737+2.2% | Added |
| Artisan Partners Limited Partnership | 1,368,433 | $96.4M | 0.15% | −33,096−2.4% | Reduced |
| Geode Capital Management, LLC | 1,495,979 | $105.2M | 0.01% | +77,747+5.5% | Added |
| Reinhart Partners, Inc. | 1,525,560 | $107.5M | 4.73% | +50,656+3.4% | Added |
| Smead Capital Management, Inc. | 2,077,500 | $146.3M | 2.62% | −38,753−1.8% | Reduced |
| State Street Corp | 2,281,124 | $160.7M | 0.01% | +125,256+5.8% | Added |
| Wellington Management Group LLP | 3,025,608 | $213.1M | 0.04% | −183,283−5.7% | Reduced |
| FMR LLC | 3,348,340 | $235.9M | 0.02% | +3,542+0.1% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,663,243 | $258.0M | 8.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 4,188,098 | $295.0M | 0.09% | −12,760−0.3% | Reduced |
| BlackRock Inc. | 5,588,156 | $393.6M | 0.01% | +24,272+0.4% | Added |
| Yacktman Asset Management LP | 7,398,460 | $521.1M | 4.85% | −9,307−0.1% | Reduced |
| Vanguard Group Inc | 9,275,570 | $653.4M | 0.01% | +18,655+0.2% | Added |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −165,202−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −27,469−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −11,070−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −9,095−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,148−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −815−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −20,393−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |