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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 5,475 | $365.1K | 0.01% | −1,741−24.1% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $365.4K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 5,510 | $367.4K | 0.05% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,908 | $393.9K | 0.00% | +5,908 | New |
| Old National Bancorp | 6,024 | $401.7K | 0.01% | +383+6.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,052 | $404.0K | 0.01% | +3,150+108.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,066 | $404.5K | 0.01% | −72−1.2% | Reduced |
| Prudential PLC | 6,238 | $415.9K | 0.00% | −6,420−50.7% | Reduced |
| Daiwa Securities Group Inc. | 6,337 | $423.0K | 0.00% | +555+9.6% | Added |
| M&T Bank Corp | 6,344 | $423.0K | 0.00% | −57−0.9% | Reduced |
| KBC Group NV | 6,564 | $438.0K | 0.00% | −297−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 6,645 | $443.1K | 0.00% | −13,956−67.7% | Reduced |
| Bank of Montreal | 6,638 | $443.5K | 0.00% | −531−7.4% | Reduced |
| Metis Global Partners, LLC | 6,675 | $445.1K | 0.02% | +146+2.2% | Added |
| Susquehanna International Group, LLP | 6,719 | $448.0K | 0.00% | −54,117−89.0% | Reduced |
| Quantinno Capital Management LP | 6,727 | $449.0K | 0.01% | +1,781+36.0% | Added |
| Maryland State Retirement & Pension System | 7,718 | $472.2K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 7,250 | $479.2K | 0.00% | +938+14.9% | Added |
| Janney Capital Management LLC | 7,682 | $512.0K | 0.03% | −272−3.4% | Reduced |
| Viawealth, LLC | 7,708 | $514.0K | 0.32% | +555+7.8% | Added |
| Creative Planning | 7,909 | $527.4K | 0.00% | +9+0.1% | Added |
| Legacy Wealth Asset Management, LLC | 8,192 | $546.2K | 0.15% | −183−2.2% | Reduced |
| TD Asset Management Inc | 8,600 | $573.4K | 0.00% | −337−3.8% | Reduced |
| Principal Financial Group Inc | 8,980 | $598.8K | 0.00% | +852+10.5% | Added |
| Advisor Group Holdings, Inc. | 9,550 | $636.8K | 0.00% | −1,042−9.8% | Reduced |
| IFG Advisory, LLC | 10,060 | $670.8K | 0.05% | −100−1.0% | Reduced |
| APG Asset Management N.V. | 10,869 | $671.1K | 0.00% | −5,000−31.5% | Reduced |
| Janney Montgomery Scott LLC | 10,262 | $684.0K | 0.00% | +5,388+110.5% | Added |
| DekaBank Deutsche Girozentrale | 10,811 | $695.0K | 0.00% | −5,596−34.1% | Reduced |
| Mariner, LLC | 10,580 | $705.5K | 0.00% | +2,674+33.8% | Added |
| Raymond James & Associates | 10,590 | $706.2K | 0.00% | +979+10.2% | Added |
| Public Employees Retirement Association of Colorado | 10,962 | $731.0K | 0.00% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,425 | $746.0K | 0.01% | +7,077+132.3% | Added |
| Amalgamated Bank | 11,258 | $751.0K | 0.01% | −8,449−42.9% | Reduced |
| British Columbia Investment Management Corp | 11,510 | $767.5K | 0.01% | +315+2.8% | Added |
| Nissay Asset Management Corp | 11,752 | $783.6K | 0.01% | +187+1.6% | Added |
| Xponance, Inc. | 11,881 | $792.2K | 0.01% | +4,610+63.4% | Added |
| Macquarie Group Ltd | 13,075 | $871.5K | 0.00% | −1,539−10.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,181 | $878.9K | 0.00% | −700−5.0% | Reduced |
| K2 Principal Fund, L.P. | 13,733 | $915.7K | 0.22% | +4,900+55.5% | Added |
| Toronto Dominion Bank | 13,815 | $921.2K | 0.00% | −3,352−19.5% | Reduced |
| Cetera Investment Advisers | 13,980 | $932.3K | 0.00% | +10,587+312.0% | Added |
| Institute for Wealth Management, LLC. | 14,064 | $937.8K | 0.12% | −145−1.0% | Reduced |
| Colony Group, LLC | 15,178 | $943.0K | 0.01% | +15,178 | New |
| Commonwealth Equity Services, LLC | 14,262 | $951.0K | 0.00% | +68+0.5% | Added |
| Brinker Capital Investments, LLC | 14,694 | $979.8K | 0.01% | −803−5.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,694 | $979.8K | 0.01% | −803−5.2% | Reduced |
| Greenleaf Trust | 14,998 | $1.00M | 0.01% | −2,725−15.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 15,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 15,036 | $1.00M | 0.03% | +15,036 | New |
| JustInvest LLC | 15,155 | $1.01M | 0.02% | +335+2.3% | Added |
| SG Americas Securities, LLC | 15,442 | $1.03M | 0.01% | +15,442 | New |
| Prelude Capital Management, LLC | 15,691 | $1.05M | 0.07% | +1,688+12.1% | Added |
| IFM Investors Pty Ltd | 15,775 | $1.05M | 0.01% | +1,997+14.5% | Added |
| Roundview Capital LLC | 15,795 | $1.05M | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,404 | $1.09M | 0.00% | −76−0.5% | Reduced |
| Atria Investments LLC | 17,127 | $1.14M | 0.02% | +156+0.9% | Added |
| Utah Retirement Systems | 17,397 | $1.16M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,000 | $1.20M | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 18,100 | $1.21M | 0.16% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,450 | $1.23M | 0.01% | 00.0% | Unchanged |
| DnB Asset Management AS | 19,583 | $1.31M | 0.01% | −565−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 19,586 | $1.31M | 0.17% | +19,586 | New |
| Hyperion Capital Advisors LP | 19,660 | $1.31M | 0.62% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 19,699 | $1.31M | 0.06% | +19,699 | New |
| Norman Fields, Gottscho Capital Management, LLC | 19,817 | $1.32M | 0.49% | −450−2.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.40M | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 21,403 | $1.43M | 0.00% | +21,403 | New |
| Jane Street Group, LLC | 23,191 | $1.55M | 0.00% | −17,524−43.0% | Reduced |
| Stifel Financial Corp | 23,235 | $1.55M | 0.00% | −1,025−4.2% | Reduced |
| STRS Ohio | 23,444 | $1.56M | 0.01% | +23,444 | New |
| Citigroup Inc | 23,496 | $1.57M | 0.00% | −22,552−49.0% | Reduced |
| Prudential Financial Inc | 23,518 | $1.57M | 0.00% | −5,050−17.7% | Reduced |
| Ethic Inc. | 23,787 | $1.57M | 0.04% | −2,604−9.9% | Reduced |
| Qube Research & Technologies Ltd | 24,461 | $1.63M | 0.00% | +2,562+11.7% | Added |
| RBF Capital, LLC | 25,200 | $1.68M | 0.09% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,749 | $1.72M | 0.01% | −560−2.1% | Reduced |
| National Asset Management, Inc. | 32,848 | $1.72M | 0.05% | +95+0.3% | Added |
| Skylands Capital, LLC | 26,645 | $1.78M | 0.25% | +5,850+28.1% | Added |
| Arizona State Retirement System | 26,696 | $1.78M | 0.01% | +20+0.1% | Added |
| Korea Investment CORP | 27,480 | $1.83M | 0.00% | −1,586−5.5% | Reduced |
| Millennium Management LLC | 28,317 | $1.89M | 0.00% | +17,547+162.9% | Added |
| VELA Investment Management, LLC | 28,467 | $1.90M | 0.70% | −84−0.3% | Reduced |
| Chemistry Wealth Management LLC | 29,641 | $1.98M | 0.53% | +4,000+15.6% | Added |
| Oppenheimer Asset Management Inc. | 29,920 | $2.00M | 0.03% | −6,710−18.3% | Reduced |
| Highlander Capital Management, LLC | 29,980 | $2.00M | 0.68% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30,408 | $2.03M | 0.05% | −2,127−6.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 31,283 | $2.09M | 0.01% | +31,283 | New |
| Ensign Peak Advisors, Inc | 31,899 | $2.13M | 0.00% | −1,541−4.6% | Reduced |
| Pictet Asset Management Holding SA | 34,360 | $2.29M | 0.00% | −781−2.2% | Reduced |
| Pacific Global Investment Management CO | 34,665 | $2.31M | 0.44% | +1,508+4.5% | Added |
| LPL Financial LLC | 34,841 | $2.32M | 0.00% | −423−1.2% | Reduced |
| Asset Management One Co.,Ltd. | 35,625 | $2.38M | 0.01% | −2,127−5.6% | Reduced |
| Brasada Capital Management, LP | 36,992 | $2.47M | 0.44% | +4,692+14.5% | Added |
| Alliancebernstein L.P. | 37,227 | $2.48M | 0.00% | −540−1.4% | Reduced |
| Ingalls & Snyder LLC | 37,570 | $2.50M | 0.11% | −2,827−7.0% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.54M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 38,392 | $2.56M | 0.01% | −5,028−11.6% | Reduced |
| Voya Investment Management LLC | 38,819 | $2.59M | 0.00% | −1,701−4.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.61M | 0.02% | +39,200 | New |