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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 45,166 | $2.99M | 0.00% | +8,988+24.8% | Added |
| Treasurer of the State of North Carolina | 46,214 | $3.08M | 0.01% | +303+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 48,642 | $3.24M | 0.01% | −873−1.8% | Reduced |
| HSBC Holdings PLC | 48,913 | $3.26M | 0.00% | −19,714−28.7% | Reduced |
| Oppenheimer & Close, LLC | 49,353 | $3.29M | 2.85% | −200−0.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 50,928 | $3.40M | 0.01% | +36,057+242.5% | Added |
| Richard Bernstein Advisors LLC | 51,813 | $3.45M | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 51,847 | $3.46M | 0.00% | +3,711+7.7% | Added |
| State of Wisconsin Investment Board | 52,032 | $3.47M | 0.01% | +1,745+3.5% | Added |
| Andra AP-fonden | 52,300 | $3.49M | 0.06% | +52,300 | New |
| Kerrisdale Advisers, LLC | 55,241 | $3.68M | 1.16% | 00.0% | Unchanged |
| Danske Bank A/S | 57,441 | $3.83M | 0.01% | +57,441 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57,653 | $3.84M | 0.01% | +18,766+48.3% | Added |
| State of New Jersey Common Pension Fund D | 59,598 | $3.97M | 0.01% | +7,841+15.1% | Added |
| UBS Group AG | 63,131 | $4.21M | 0.00% | −33,243−34.5% | Reduced |
| Knightsbridge Asset Management, LLC | 60,026 | $4.23M | 1.20% | 00.0% | Unchanged |
| Amundi | 68,884 | $4.28M | 0.00% | +4,090+6.3% | Added |
| Ameriprise Financial Inc | 64,246 | $4.28M | 0.00% | −2,100−3.2% | Reduced |
| Victory Capital Management Inc | 65,757 | $4.38M | 0.00% | +13,042+24.7% | Added |
| Barclays PLC | 66,798 | $4.45M | 0.00% | −2,613−3.8% | Reduced |
| State Board of Administration of Florida Retirement System | 91,318 | $4.73M | 0.01% | −9,593−9.5% | Reduced |
| Colony Capital, Inc. | 71,631 | $4.78M | 0.43% | +400+0.6% | Added |
| Renaissance Technologies LLC | 74,700 | $4.98M | 0.01% | +18,600+33.2% | Added |
| Storebrand Asset Management AS | 77,162 | $5.15M | 0.02% | +50,872+193.5% | Added |
| JPMorgan Chase & Co | 80,694 | $5.38M | 0.00% | −9,548−10.6% | Reduced |
| Diversified Investment Strategies, LLC | 84,291 | $5.62M | 3.78% | −370−0.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 88,175 | $5.88M | 1.11% | −322−0.4% | Reduced |
| Envestnet Asset Management Inc | 88,881 | $5.93M | 0.00% | +8,934+11.2% | Added |
| New York State Common Retirement Fund | 89,058 | $5.94M | 0.01% | −12,291−12.1% | Reduced |
| Bank of America Corp | 90,034 | $6.00M | 0.00% | +58,415+184.7% | Added |
| Brandywine Global Investment Management, LLC | 94,685 | $6.31M | 0.05% | −507−0.5% | Reduced |
| Schwartz Investment Counsel Inc | 97,200 | $6.48M | 0.24% | 00.0% | Unchanged |
| Swedbank AB | 102,445 | $6.83M | 0.01% | +8,059+8.5% | Added |
| Goldman Sachs Group Inc | 102,955 | $6.87M | 0.00% | −24,593−19.3% | Reduced |
| Great West Life Assurance Co | 105,758 | $7.06M | 0.01% | +57,218+117.9% | Added |
| Zuckerman Investment Group, LLC | 110,861 | $7.39M | 0.84% | +4,322+4.1% | Added |
| RK Asset Management, LLC | 110,932 | $7.40M | 6.02% | −1,194−1.1% | Reduced |
| American Century Companies Inc | 112,576 | $7.51M | 0.00% | +20,931+22.8% | Added |
| Royal Bank of Canada | 119,752 | $7.99M | 0.00% | +3,576+3.1% | Added |
| Credit Suisse AG | 127,184 | $8.48M | 0.01% | −3,645−2.8% | Reduced |
| Rhumbline Advisers | 142,418 | $9.50M | 0.01% | −70.0% | Reduced |
| Winmill & Co. Inc | 143,370 | $9.56M | 2.72% | 00.0% | Unchanged |
| Financial Counselors Inc | 145,897 | $9.73M | 0.16% | +3,550+2.5% | Added |
| Point72 Asset Management, L.P. | 149,852 | $9.99M | 0.03% | +149,852 | New |
| Wells Fargo & Company | 155,467 | $10.4M | 0.00% | −27,074−14.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 158,165 | $10.5M | 0.60% | +3,312+2.1% | Added |
| Deutsche Bank AG | 171,666 | $11.4M | 0.01% | +10,706+6.7% | Added |
| Vision Capital Management, Inc. | 185,472 | $12.4M | 1.84% | −1,112−0.6% | Reduced |
| California State Teachers Retirement System | 197,973 | $13.2M | 0.02% | +9,408+5.0% | Added |
| Legal & General Group Plc | 217,707 | $14.5M | 0.00% | −6,423−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 227,779 | $15.2M | 0.01% | −5,479−2.3% | Reduced |
| CI Private Wealth, LLC | 232,557 | $15.7M | 0.03% | +3,789+1.7% | Added |
| Systematic Financial Management LP | 234,922 | $15.7M | 0.44% | −230.0% | Reduced |
| First Trust Advisors LP | 237,718 | $15.9M | 0.02% | +159,235+202.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 239,997 | $16.0M | 0.07% | +15,139+6.7% | Added |
| Nuveen Asset Management, LLC | 254,247 | $17.0M | 0.01% | +2,511+1.0% | Added |
| Janus Henderson Group PLC | 274,493 | $18.3M | 0.01% | −5,930−2.1% | Reduced |
| Invesco Ltd. | 285,984 | $19.1M | 0.00% | +55,191+23.9% | Added |
| Harspring Capital Management, LLC | 290,000 | $19.3M | 4.56% | 00.0% | Unchanged |
| Swiss National Bank | 290,731 | $19.4M | 0.01% | −11,700−3.9% | Reduced |
| Third Avenue Management LLC | 294,413 | $19.6M | 3.13% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 357,808 | $23.9M | 0.00% | −23,781−6.2% | Reduced |
| UBS Asset Management Americas Inc | 371,780 | $24.8M | 0.01% | +1,319+0.4% | Added |
| Bruce & Co., Inc. | 493,350 | $32.9M | 10.91% | −43,000−8.0% | Reduced |
| Northern Trust Corp | 534,389 | $35.6M | 0.01% | −30,500−5.4% | Reduced |
| Tweedy, Browne Co LLC | 607,080 | $40.5M | 1.90% | −2800.0% | Reduced |
| Charles Schwab Investment Management Inc | 629,968 | $42.0M | 0.01% | −276,954−30.5% | Reduced |
| Morgan Stanley | 673,930 | $44.9M | 0.00% | +44,392+7.1% | Added |
| Norges Bank | 923,827 | $61.6M | 0.01% | +6,394+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 953,745 | $63.6M | 0.21% | +127,560+15.4% | Added |
| Scharf Investments, LLC | 1,076,381 | $71.8M | 1.94% | −63,708−5.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,266,463 | $84.4M | 0.28% | −8,095−0.6% | Reduced |
| Artisan Partners Limited Partnership | 1,347,562 | $89.9M | 0.13% | −20,871−1.5% | Reduced |
| Reinhart Partners, Inc. | 1,480,145 | $98.7M | 4.02% | −45,415−3.0% | Reduced |
| Geode Capital Management, LLC | 1,543,064 | $102.7M | 0.01% | +47,085+3.1% | Added |
| Southpoint Capital Advisors LP | 1,570,000 | $104.7M | 2.07% | +807,520+105.9% | Added |
| Smead Capital Management, Inc. | 2,176,140 | $145.1M | 2.26% | +98,640+4.7% | Added |
| State Street Corp | 2,334,904 | $155.7M | 0.01% | +53,780+2.4% | Added |
| Wellington Management Group LLP | 2,347,644 | $156.5M | 0.03% | −677,964−22.4% | Reduced |
| FMR LLC | 3,280,159 | $218.7M | 0.01% | −68,181−2.0% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,545,220 | $236.4M | 7.38% | −118,023−3.2% | Reduced |
| Dimensional Fund Advisors LP | 3,908,487 | $260.6M | 0.07% | −279,611−6.7% | Reduced |
| BlackRock Inc. | 5,584,244 | $372.4M | 0.01% | −3,912−0.1% | Reduced |
| Yacktman Asset Management LP | 7,116,453 | $474.5M | 4.27% | −282,007−3.8% | Reduced |
| Vanguard Group Inc | 9,291,884 | $619.6M | 0.01% | +16,314+0.2% | Added |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −16,019−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −12,960−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,115−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,113−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −9,057−100.0% | Sold out |
| Ancient Art, L.P. | 0 | $0 | 0.00% | −8,938−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8,623−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −5,710−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −4,462−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |