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 |
|---|---|---|---|---|---|
| VELA Investment Management, LLC | 28,551 | $2.01M | 0.82% | +9,686+51.3% | Added |
| Arizona State Retirement System | 26,676 | $1.88M | 0.01% | +196+0.7% | Added |
| Nomura Asset Management Co Ltd | 26,309 | $1.85M | 0.01% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 26,290 | $1.85M | 0.01% | +8,679+49.3% | Added |
| Ethic Inc. | 26,391 | $1.83M | 0.05% | −487−1.8% | Reduced |
| Chemistry Wealth Management LLC | 25,641 | $1.81M | 0.55% | +1,728+7.2% | Added |
| RBF Capital, LLC | 25,200 | $1.78M | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 24,260 | $1.71M | 0.00% | −1,480−5.7% | Reduced |
| Qube Research & Technologies Ltd | 21,899 | $1.54M | 0.00% | +21,899 | New |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.48M | 0.01% | 00.0% | Unchanged |
| Skylands Capital, LLC | 20,795 | $1.46M | 0.22% | +2,850+15.9% | Added |
| Manufacturers Life Insurance Company, The | 20,601 | $1.45M | 0.00% | +188+0.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 20,267 | $1.43M | 0.57% | −90−0.4% | Reduced |
| DnB Asset Management AS | 20,148 | $1.42M | 0.01% | −16,483−45.0% | Reduced |
| Estuary Capital Management LP | 20,000 | $1.41M | 0.85% | +20,000 | New |
| Amalgamated Bank | 19,707 | $1.39M | 0.01% | −106−0.5% | Reduced |
| Hyperion Capital Advisors LP | 19,660 | $1.38M | 0.75% | −1,395−6.6% | Reduced |
| Panagora Asset Management Inc | 18,450 | $1.30M | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 18,100 | $1.27M | 0.18% | −8,100−30.9% | Reduced |
| Handelsbanken Fonder AB | 18,000 | $1.27M | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 17,723 | $1.25M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 17,397 | $1.23M | 0.02% | +100+0.6% | Added |
| Toronto Dominion Bank | 17,167 | $1.21M | 0.00% | −4,983−22.5% | Reduced |
| Atria Investments LLC | 16,971 | $1.20M | 0.02% | +16,971 | New |
| Neuberger Berman Group LLC | 16,480 | $1.16M | 0.00% | +970+6.3% | Added |
| DekaBank Deutsche Girozentrale | 16,407 | $1.13M | 0.00% | +382+2.4% | Added |
| Tredje AP-fonden | 16,019 | $1.13M | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 15,795 | $1.11M | 0.10% | −162−1.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 15,000 | $1.06M | 0.00% | +15,000 | New |
| Robeco Institutional Asset Management B.V. | 14,871 | $1.05M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 14,820 | $1.04M | 0.03% | +24+0.2% | Added |
| Macquarie Group Ltd | 14,614 | $1.03M | 0.00% | −281−1.9% | Reduced |
| APG Asset Management N.V. | 15,869 | $1.01M | 0.00% | −15,981−50.2% | Reduced |
| 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 |
| Institute for Wealth Management, LLC. | 14,209 | $1.00M | 0.16% | +1,835+14.8% | Added |
| Commonwealth Equity Services, LLC | 14,194 | $1.00M | 0.00% | −342−2.4% | Reduced |
| Prelude Capital Management, LLC | 14,003 | $986.4K | 0.09% | −3,736−21.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,881 | $977.8K | 0.00% | −1,607−10.4% | Reduced |
| IFM Investors Pty Ltd | 13,778 | $971.0K | 0.01% | 00.0% | Unchanged |
| Wade G W & Inc | 13,128 | $925.0K | 0.03% | +1,327+11.2% | Added |
| Oregon Public Employees Retirement Fund | 12,960 | $912.9K | 0.02% | −6,700−34.1% | Reduced |
| Sequoia Financial Advisors, LLC | 12,938 | $911.4K | 0.01% | +8,554+195.1% | Added |
| Prudential PLC | 12,658 | $891.6K | 0.01% | +1,364+12.1% | Added |
| Nissay Asset Management Corp | 11,565 | $814.6K | 0.01% | +421+3.8% | Added |
| AQR Capital Management LLC | 11,448 | $806.4K | 0.00% | −41,151−78.2% | Reduced |
| British Columbia Investment Management Corp | 11,195 | $788.6K | 0.01% | +2,457+28.1% | Added |
| Schonfeld Strategic Advisors LLC | 11,115 | $782.9K | 0.01% | −9,803−46.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,962 | $772.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 10,770 | $758.6K | 0.00% | −22,508−67.6% | Reduced |
| Advisor Group Holdings, Inc. | 10,592 | $745.7K | 0.00% | −8,971−45.9% | Reduced |
| IFG Advisory, LLC | 10,160 | $715.7K | 0.05% | −14,442−58.7% | Reduced |
| Raymond James & Associates | 9,611 | $677.0K | 0.00% | +458+5.0% | Added |
| Dark Forest Capital Management LP | 9,113 | $641.9K | 0.10% | +9,113 | New |
| Squarepoint Ops LLC | 9,057 | $638.0K | 0.00% | +4,371+93.3% | Added |
| Ancient Art, L.P. | 8,938 | $629.6K | 0.10% | 00.0% | Unchanged |
| TD Asset Management Inc | 8,937 | $629.5K | 0.00% | +2,357+35.8% | Added |
| K2 Principal Fund, L.P. | 8,833 | $622.2K | 0.15% | −37,100−80.8% | Reduced |
| Captrust Financial Advisors | 8,623 | $607.4K | 0.00% | +8,623 | New |
| Legacy Wealth Asset Management, LLC | 8,375 | $589.9K | 0.19% | +83+1.0% | Added |
| Tower Research Capital LLC (TRC) | 8,344 | $587.8K | 0.01% | +7,178+615.6% | Added |
| Principal Financial Group Inc | 8,128 | $572.5K | 0.00% | −1,245−13.3% | Reduced |
| Janney Capital Management LLC | 7,954 | $560.0K | 0.04% | +228+3.0% | Added |
| Mariner, LLC | 7,906 | $556.9K | 0.00% | +927+13.3% | Added |
| Creative Planning | 7,900 | $556.5K | 0.00% | +171+2.2% | Added |
| Maryland State Retirement & Pension System | 7,718 | $543.7K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,431 | $523.4K | 0.00% | −1,214−14.0% | Reduced |
| Xponance, Inc. | 7,271 | $512.2K | 0.01% | −634−8.0% | Reduced |
| Swiss Life Asset Management Ltd | 7,216 | $509.8K | 0.01% | +7,216 | New |
| Bank of Montreal | 7,169 | $508.7K | 0.00% | −69−1.0% | Reduced |
| Viawealth, LLC | 7,153 | $503.9K | 0.35% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,000 | $493.1K | 0.02% | +7,000 | New |
| KBC Group NV | 6,861 | $483.0K | 0.00% | +6,602+2,549.0% | Added |
| HighTower Advisors, LLC | 6,743 | $476.0K | 0.00% | +6,743 | New |
| Metis Global Partners, LLC | 6,529 | $459.9K | 0.02% | +420+6.9% | Added |
| M&T Bank Corp | 6,401 | $450.9K | 0.00% | −84−1.3% | Reduced |
| Nordea Investment Management AB | 6,312 | $445.9K | 0.00% | +421+7.1% | Added |
| Cubist Systematic Strategies, LLC | 6,139 | $432.4K | 0.01% | +6,139 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,138 | $432.4K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 6,060 | $426.8K | 0.00% | +414+7.3% | Added |
| XTX Topco Ltd | 5,856 | $412.5K | 0.09% | +5,856 | New |
| Daiwa Securities Group Inc. | 5,782 | $407.0K | 0.00% | +300+5.5% | Added |
| Old National Bancorp | 5,641 | $397.4K | 0.01% | +5,641 | New |
| Baker Ellis Asset Management LLC | 5,510 | $388.1K | 0.06% | −350−6.0% | Reduced |
| Pinebridge Investments, L.P. | 5,500 | $387.4K | 0.00% | −4,204−43.3% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $386.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| AE Wealth Management LLC | 5,710 | $373.0K | 0.00% | −698−10.9% | Reduced |
| Keybank National Association | 5,082 | $358.0K | 0.00% | +5,082 | New |
| Quantinno Capital Management LP | 4,946 | $348.0K | 0.01% | +971+24.4% | Added |
| Janney Montgomery Scott LLC | 4,874 | $343.0K | 0.00% | +1,014+26.3% | Added |
| O'Shaughnessy Asset Management, LLC | 4,844 | $341.2K | 0.00% | +295+6.5% | Added |
| Five Oceans Advisors | 4,761 | $335.4K | 0.19% | −372−7.2% | Reduced |
| Bank of Nova Scotia | 4,665 | $328.6K | 0.00% | +4,665 | New |
| State of Michigan Retirement System | 4,554 | $320.8K | 0.00% | +500+12.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,348 | $320.4K | 0.00% | +846+18.8% | Added |
| CBIZ Investment Advisory Services, LLC | 4,500 | $317.0K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 4,462 | $314.0K | 0.00% | −3,043−40.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,352 | $306.6K | 0.00% | −5,562−56.1% | Reduced |