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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 281 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 268 institutionsQ1 2023: 278 institutionsQ2 2023: 280 institutionsQ3 2023: 253 institutionsQ4 2023: 281 institutionsQ1 2024: 285 institutionsQ2 2024: 282 institutionsQ3 2024: 292 institutionsQ4 2024: 314 institutionsQ1 2025: 324 institutionsQ2 2025: 323 institutionsQ3 2025: 336 institutionsQ4 2025: 313 institutionsQ1 2026: 297 institutionsQ2 2026: 333 institutions
Value heldQ4 2023: $4.44B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $3.47BQ1 2023: $3.25BQ2 2023: $3.14BQ3 2023: $3.29BQ4 2023: $4.44BQ1 2024: $4.20BQ2 2024: $3.84BQ3 2024: $4.57BQ4 2024: $4.11BQ1 2025: $3.81BQ2 2025: $3.49BQ3 2025: $3.31BQ4 2025: $2.97BQ1 2026: $2.81BQ2 2026: $3.66B
Institutions holding UHAL.B and their total value by quarter
QuarterHoldersValue
Q2 2026333$3.66B
Q1 2026297$2.81B
Q4 2025313$2.97B
Q3 2025336$3.31B
Q2 2025323$3.49B
Q1 2025324$3.81B
Q4 2024314$4.11B
Q3 2024292$4.57B
Q2 2024282$3.84B
Q1 2024285$4.20B
Q4 2023281$4.44B
Q3 2023253$3.29B
Q2 2023280$3.14B
Q1 2023278$3.25B
Q4 2022268$3.47B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2023.

Institutions holding UHAL.B in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Forum Financial Management, LP4,146$292.0K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,071$286.8K0.00%+244+6.4%Added
Argent Trust Co4,070$286.7K0.01%00.0%Unchanged
Proficio Capital Partners LLC4,001$281.8K0.03%−28−0.7%Reduced
Cresset Asset Management, LLC3,779$266.2K0.00%−3,119−45.2%Reduced
CIBC Asset Management Inc3,627$255.5K0.00%+3,627New
MetLife Investment Management3,537$249.1K0.00%−55−1.5%Reduced
Cetera Investment Advisers3,393$239.0K0.00%+3,393New
Arete Wealth Advisors, LLC3,235$227.9K0.02%−680−17.4%Reduced
BSW Wealth Partners3,174$223.6K0.04%+3,174New
Stratos Wealth Partners, LTD.3,087$217.4K0.00%+3,087New
Cerity Partners LLC3,071$216.3K0.00%+3,071New
Symmetry Partners, LLC2,964$209.0K0.01%+2,964New
Apollon Wealth Management, LLC2,920$205.7K0.01%+2,920New
BI Asset Management Fondsmaeglerselskab A/S2,902$204.0K0.00%+2,559+746.1%Added
US Bancorp2,825$199.0K0.00%+918+48.1%Added
Comerica Bank2,783$196.0K0.00%+193+7.5%Added
Degroof Petercam Asset Management2,400$169.1K0.00%+2,400New
Rothschild Investment LLC2,300$162.0K0.01%+2,300New
First Manhattan Co2,205$155.3K0.00%00.0%Unchanged
Vestcor Inc2,041$144.0K0.00%−38−1.8%Reduced
Parallel Advisors, LLC1,869$131.7K0.00%−93−4.7%Reduced
Colonial Trust Co1,588$111.9K0.02%+1+0.1%Added
EverSource Wealth Advisors, LLC1,559$109.8K0.01%+341+28.0%Added
Signaturefd, LLC1,467$103.3K0.00%−45−3.0%Reduced
CWM, LLC1,374$97.0K0.00%+234+20.5%Added
American International Group, Inc.1,160$81.7K0.00%−30−2.5%Reduced
AdvisorNet Financial, Inc1,137$80.1K0.01%−173−13.2%Reduced
National Bank of Canada1,068$74.2K0.00%−321−23.1%Reduced
Chilton Capital Management LLC1,017$71.6K0.00%+1,017New
Trivant Custom Portfolio Group, LLC900$63.4K0.04%00.0%Unchanged
CVA Family Office, LLC900$63.4K0.01%+900New
Desjardins Global Asset Management Inc.882$62.1K0.01%+13+1.5%Added
Castleview Partners, LLC622$43.8K0.03%+622New
UniSuper Management Pty Ltd600$42.3K0.00%00.0%Unchanged
Quent Capital, LLC578$40.7K0.01%+83+16.8%Added
Allworth Financial LP576$40.6K0.00%+225+64.1%Added
Quadrant Capital Group LLC558$39.3K0.00%+27+5.1%Added
Huntington National Bank552$38.9K0.00%00.0%Unchanged
Natixis511$36.0K0.00%−19,901−97.5%Reduced
Ostrum Asset Management502$35.4K0.00%+2+0.4%Added
JJJ Advisors Inc.495$34.9K0.01%00.0%Unchanged
GAMMA Investing LLC512$32.7K0.01%+512New
First Horizon Advisors, Inc.442$31.1K0.00%−2−0.5%Reduced
Advisory Services Network, LLC366$25.8K0.00%+366New
Lindbrook Capital, LLC279$19.7K0.00%00.0%Unchanged
Umb Bank N A270$19.0K0.00%00.0%Unchanged
Lazard Asset Management LLC206$14.0K0.00%+47+29.6%Added
Covestor Ltd190$13.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc167$11.8K0.00%+6+3.7%Added
GWM Advisors LLC158$11.1K0.00%+158New
Loomis Sayles & Co L P153$11.0K0.00%−27−15.0%Reduced
Ci Investments Inc.154$11.0K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC144$10.1K0.00%+144New
JFS Wealth Advisors, LLC116$8.17K0.00%−40−25.6%Reduced
Parkside Financial Bank & Trust108$7.61K0.00%00.0%Unchanged
Massmutual Trust Co FSB108$7.61K0.00%00.0%Unchanged
Fifth Third Bancorp99$6.97K0.00%00.0%Unchanged
Glassman Wealth Services99$6.97K0.00%00.0%Unchanged
Farther Finance Advisors, LLC92$6.48K0.00%−34−27.0%Reduced
Carolinas Wealth Consulting LLC87$6.13K0.00%+87New
Ogorek Anthony Joseph90$6.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.81$5.71K0.00%00.0%Unchanged
Rakuten Investment Management, Inc.70$4.93K0.00%+70New
Ronald Blue Trust, Inc.73$4.00K0.00%−71−49.3%Reduced
Red Tortoise LLC44$3.10K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.36$2.54K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.33$2.33K0.00%+33New
Allspring Global Investments Holdings, LLC29$2.04K0.00%+29New
Capital Advisors, Ltd. LLC27$2.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.28$1.97K0.00%−20−41.7%Reduced
Bruce G. Allen Investments, LLC26$1.83K0.00%+26New
Global Retirement Partners, LLC26$1.67K0.00%00.0%Unchanged
Private Wealth Management Group, LLC23$1.62K0.00%+23New
Avion Wealth9$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC14$9870.00%−22−61.1%Reduced
SRS Capital Advisors, Inc.9$6340.00%00.0%Unchanged
IFP Advisors, Inc8$5640.00%+8New
True Wealth Design, LLC7$4940.00%00.0%Unchanged
Manchester Capital Management LLC7$4940.00%+7New
Tfo-TDC, LLC7$4930.00%00.0%Unchanged
Stansberry Asset Management, LLC0$00.00%−165,202−100.0%Sold out
Threadgill Financial, LLC0$00.00%−27,469−100.0%Sold out
Cumberland Partners Ltd0$00.00%−11,070−100.0%Sold out
Man Group plc0$00.00%–Sold out
SG Americas Securities, LLC0$00.00%−9,095−100.0%Sold out
Oak Thistle LLC0$00.00%−6,743−100.0%Sold out
Intech Investment Management LLC0$00.00%−5,148−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−4,487−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−1,290−100.0%Sold out
Federation des caisses Desjardins du Quebec0$00.00%−815−100.0%Sold out
Boston Partners0$00.00%−20,393−100.0%Sold out
Riverview Trust Co0$00.00%−308−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−81−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−18−100.0%Sold out
Advisor Partners II, LLC––––Not filed
Steward Financial Group LLC––––Not filed