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, Q1 2024
Institutional positions in U-Haul Holding Co as of Mar 31, 2024. 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
- 285
- +6 vs. Q4 2023
- Shares held
- 63.0M
- −93.0K (−0.1%) vs. Q4 2023
- Total value
- $4.20B
- −$244.4M (−5.5%) vs. Q4 2023
- New holders
- 30
- 88 more added
- Sold out
- 24
- 108 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 2 | $134 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 7 | $467 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $601 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $801 | 0.00% | −2−14.3% | Reduced |
| True Wealth Design, LLC | 12 | $801 | 0.00% | +5+71.4% | Added |
| IFP Advisors, Inc | 14 | $934 | 0.00% | +6+75.0% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.20K | 0.00% | −90−83.3% | Reduced |
| Private Wealth Management Group, LLC | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.73K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.73K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 29 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $2.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.20K | 0.00% | +5+17.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.40K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.93K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 | $3.60K | 0.00% | +54 | New |
| Zions Bancorporation, N.A. | 81 | $5.40K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $6.16K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $6.60K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 101 | $6.73K | 0.00% | −57−36.1% | Reduced |
| CIBC Private Wealth Group, LLC | 101 | $6.76K | 0.00% | +101 | New |
| Parkside Financial Bank & Trust | 108 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $8.80K | 0.00% | +16+13.8% | Added |
| ICA Group Wealth Management, LLC | 144 | $9.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $11.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 199 | $13.0K | 0.00% | +45+29.2% | Added |
| Quarry LP | 217 | $14.5K | 0.01% | +217 | New |
| Umb Bank N A | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $18.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $20.5K | 0.02% | +308 | New |
| Ronald Blue Trust, Inc. | 397 | $26.5K | 0.00% | +324+443.8% | Added |
| First Horizon Advisors, Inc. | 399 | $26.6K | 0.00% | −43−9.7% | Reduced |
| GAMMA Investing LLC | 447 | $29.8K | 0.01% | −65−12.7% | Reduced |
| JJJ Advisors Inc. | 495 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 502 | $33.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 552 | $36.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $37.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 576 | $38.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 578 | $38.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 622 | $41.5K | 0.01% | +622 | New |
| EverSource Wealth Advisors, LLC | 694 | $42.6K | 0.00% | −865−55.5% | Reduced |
| Castleview Partners, LLC | 800 | $53.3K | 0.03% | +178+28.6% | Added |
| Capital Investment Advisory Services, LLC | 810 | $54.0K | 0.01% | +810 | New |
| CoreCap Advisors, LLC | 810 | $54.0K | 0.00% | +810 | New |
| Rakuten Investment Management, Inc. | 840 | $56.0K | 0.00% | +770+1,100.0% | Added |
| CVA Family Office, LLC | 900 | $60.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 900 | $60.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,080 | $72.0K | 0.01% | −57−5.0% | Reduced |
| American International Group, Inc. | 1,151 | $76.7K | 0.00% | −9−0.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,159 | $77.3K | 0.00% | +1,159 | New |
| Tower Research Capital LLC (TRC) | 1,166 | $77.7K | 0.00% | −7,178−86.0% | Reduced |
| CWM, LLC | 1,397 | $93.0K | 0.00% | +23+1.7% | Added |
| UniSuper Management Pty Ltd | 1,400 | $93.4K | 0.00% | +800+133.3% | Added |
| Signaturefd, LLC | 1,467 | $97.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,590 | $106.0K | 0.02% | +2+0.1% | Added |
| National Bank of Canada | 1,706 | $113.5K | 0.00% | +638+59.7% | Added |
| Parallel Advisors, LLC | 1,999 | $133.3K | 0.00% | +130+7.0% | Added |
| Vestcor Inc | 2,025 | $135.0K | 0.00% | −16−0.8% | Reduced |
| First Manhattan Co | 2,205 | $147.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,300 | $153.4K | 0.01% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 2,400 | $160.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,413 | $160.9K | 0.00% | −370−13.3% | Reduced |
| US Bancorp | 2,744 | $183.0K | 0.00% | −81−2.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,092 | $206.2K | 0.00% | +5+0.2% | Added |
| Cubist Systematic Strategies, LLC | 3,146 | $209.8K | 0.00% | −2,993−48.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,327 | $221.8K | 0.00% | +3,327 | New |
| Meeder Asset Management Inc | 3,348 | $223.2K | 0.01% | +3,348 | New |
| Intech Investment Management LLC | 3,378 | $225.2K | 0.00% | +3,378 | New |
| Cresset Asset Management, LLC | 3,402 | $226.9K | 0.00% | −377−10.0% | Reduced |
| MetLife Investment Management | 3,547 | $236.5K | 0.00% | +10+0.3% | Added |
| CIBC Asset Management Inc | 3,627 | $241.8K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,649 | $243.3K | 0.00% | +3,649 | New |
| Cerity Partners LLC | 3,788 | $252.6K | 0.00% | +717+23.3% | Added |
| Forum Financial Management, LP | 3,821 | $254.8K | 0.00% | −325−7.8% | Reduced |
| CIBC World Markets Corp | 3,974 | $265.0K | 0.00% | +3,974 | New |
| Proficio Capital Partners LLC | 4,005 | $267.1K | 0.03% | +4+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 4,055 | $270.4K | 0.00% | −16−0.4% | Reduced |
| AQR Capital Management LLC | 4,116 | $270.6K | 0.00% | −7,332−64.0% | Reduced |
| XTX Topco Ltd | 4,058 | $270.6K | 0.04% | −1,798−30.7% | Reduced |
| Argent Trust Co | 4,070 | $271.4K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,200 | $280.1K | 0.01% | −2,800−40.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 4,270 | $284.7K | 0.01% | +4,270 | New |
| Aigen Investment Management, LP | 4,297 | $286.5K | 0.06% | +4,297 | New |
| CBIZ Investment Advisory Services, LLC | 4,500 | $300.1K | 0.02% | 00.0% | Unchanged |
| State of Michigan Retirement System | 4,554 | $303.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,598 | $306.6K | 0.00% | +246+5.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,610 | $307.4K | 0.18% | −700−13.2% | Reduced |
| Pathstone Holdings, LLC | 4,679 | $312.0K | 0.00% | −631−11.9% | Reduced |
| Five Oceans Advisors | 4,699 | $313.3K | 0.16% | −62−1.3% | Reduced |
| Bank of Nova Scotia | 4,720 | $314.7K | 0.00% | +55+1.2% | Added |
| Sequoia Financial Advisors, LLC | 4,753 | $317.0K | 0.00% | −8,185−63.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,883 | $325.6K | 0.00% | +39+0.8% | Added |
| Keybank National Association | 4,969 | $331.3K | 0.00% | −113−2.2% | Reduced |
| HighTower Advisors, LLC | 5,010 | $335.0K | 0.00% | −1,733−25.7% | Reduced |
| Man Group plc | 5,038 | $335.9K | 0.00% | +5,038 | New |
| SEI Investments Co | 5,153 | $343.6K | 0.00% | −907−15.0% | Reduced |