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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 29,920 | $2.00M | 0.03% | −6,710−18.3% | Reduced |
| Chemistry Wealth Management LLC | 29,641 | $1.98M | 0.53% | +4,000+15.6% | Added |
| VELA Investment Management, LLC | 28,467 | $1.90M | 0.70% | −84−0.3% | Reduced |
| Millennium Management LLC | 28,317 | $1.89M | 0.00% | +17,547+162.9% | Added |
| Korea Investment CORP | 27,480 | $1.83M | 0.00% | −1,586−5.5% | Reduced |
| Arizona State Retirement System | 26,696 | $1.78M | 0.01% | +20+0.1% | Added |
| Skylands Capital, LLC | 26,645 | $1.78M | 0.25% | +5,850+28.1% | Added |
| National Asset Management, Inc. | 32,848 | $1.72M | 0.05% | +95+0.3% | Added |
| Nomura Asset Management Co Ltd | 25,749 | $1.72M | 0.01% | −560−2.1% | Reduced |
| RBF Capital, LLC | 25,200 | $1.68M | 0.09% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 24,461 | $1.63M | 0.00% | +2,562+11.7% | Added |
| Ethic Inc. | 23,787 | $1.57M | 0.04% | −2,604−9.9% | Reduced |
| Prudential Financial Inc | 23,518 | $1.57M | 0.00% | −5,050−17.7% | Reduced |
| Citigroup Inc | 23,496 | $1.57M | 0.00% | −22,552−49.0% | Reduced |
| STRS Ohio | 23,444 | $1.56M | 0.01% | +23,444 | New |
| Stifel Financial Corp | 23,235 | $1.55M | 0.00% | −1,025−4.2% | Reduced |
| Jane Street Group, LLC | 23,191 | $1.55M | 0.00% | −17,524−43.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 21,403 | $1.43M | 0.00% | +21,403 | New |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.40M | 0.01% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 19,817 | $1.32M | 0.49% | −450−2.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 19,699 | $1.31M | 0.06% | +19,699 | New |
| Hyperion Capital Advisors LP | 19,660 | $1.31M | 0.62% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 19,586 | $1.31M | 0.17% | +19,586 | New |
| DnB Asset Management AS | 19,583 | $1.31M | 0.01% | −565−2.8% | Reduced |
| Panagora Asset Management Inc | 18,450 | $1.23M | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 18,100 | $1.21M | 0.16% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,000 | $1.20M | 0.01% | 00.0% | Unchanged |
| Utah Retirement Systems | 17,397 | $1.16M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 17,127 | $1.14M | 0.02% | +156+0.9% | Added |
| Neuberger Berman Group LLC | 16,404 | $1.09M | 0.00% | −76−0.5% | Reduced |
| Roundview Capital LLC | 15,795 | $1.05M | 0.09% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 15,775 | $1.05M | 0.01% | +1,997+14.5% | Added |
| Prelude Capital Management, LLC | 15,691 | $1.05M | 0.07% | +1,688+12.1% | Added |
| SG Americas Securities, LLC | 15,442 | $1.03M | 0.01% | +15,442 | New |
| JustInvest LLC | 15,155 | $1.01M | 0.02% | +335+2.3% | Added |
| Investment Management Corp of Ontario | 15,036 | $1.00M | 0.03% | +15,036 | New |
| Adage Capital Partners GP, L.L.C. | 15,000 | $1.00M | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 14,998 | $1.00M | 0.01% | −2,725−15.4% | Reduced |
| 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 |
| Commonwealth Equity Services, LLC | 14,262 | $951.0K | 0.00% | +68+0.5% | Added |
| Colony Group, LLC | 15,178 | $943.0K | 0.01% | +15,178 | New |
| Institute for Wealth Management, LLC. | 14,064 | $937.8K | 0.12% | −145−1.0% | Reduced |
| Cetera Investment Advisers | 13,980 | $932.3K | 0.00% | +10,587+312.0% | Added |
| Toronto Dominion Bank | 13,815 | $921.2K | 0.00% | −3,352−19.5% | Reduced |
| K2 Principal Fund, L.P. | 13,733 | $915.7K | 0.22% | +4,900+55.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,181 | $878.9K | 0.00% | −700−5.0% | Reduced |
| Macquarie Group Ltd | 13,075 | $871.5K | 0.00% | −1,539−10.5% | Reduced |
| Xponance, Inc. | 11,881 | $792.2K | 0.01% | +4,610+63.4% | Added |
| Nissay Asset Management Corp | 11,752 | $783.6K | 0.01% | +187+1.6% | Added |
| British Columbia Investment Management Corp | 11,510 | $767.5K | 0.01% | +315+2.8% | Added |
| Amalgamated Bank | 11,258 | $751.0K | 0.01% | −8,449−42.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,425 | $746.0K | 0.01% | +7,077+132.3% | Added |
| Public Employees Retirement Association of Colorado | 10,962 | $731.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,590 | $706.2K | 0.00% | +979+10.2% | Added |
| Mariner, LLC | 10,580 | $705.5K | 0.00% | +2,674+33.8% | Added |
| DekaBank Deutsche Girozentrale | 10,811 | $695.0K | 0.00% | −5,596−34.1% | Reduced |
| Janney Montgomery Scott LLC | 10,262 | $684.0K | 0.00% | +5,388+110.5% | Added |
| APG Asset Management N.V. | 10,869 | $671.1K | 0.00% | −5,000−31.5% | Reduced |
| IFG Advisory, LLC | 10,060 | $670.8K | 0.05% | −100−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,550 | $636.8K | 0.00% | −1,042−9.8% | Reduced |
| Principal Financial Group Inc | 8,980 | $598.8K | 0.00% | +852+10.5% | Added |
| TD Asset Management Inc | 8,600 | $573.4K | 0.00% | −337−3.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,192 | $546.2K | 0.15% | −183−2.2% | Reduced |
| Creative Planning | 7,909 | $527.4K | 0.00% | +9+0.1% | Added |
| Viawealth, LLC | 7,708 | $514.0K | 0.32% | +555+7.8% | Added |
| Janney Capital Management LLC | 7,682 | $512.0K | 0.03% | −272−3.4% | Reduced |
| Nordea Investment Management AB | 7,250 | $479.2K | 0.00% | +938+14.9% | Added |
| Maryland State Retirement & Pension System | 7,718 | $472.2K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 6,727 | $449.0K | 0.01% | +1,781+36.0% | Added |
| Susquehanna International Group, LLP | 6,719 | $448.0K | 0.00% | −54,117−89.0% | Reduced |
| Metis Global Partners, LLC | 6,675 | $445.1K | 0.02% | +146+2.2% | Added |
| Bank of Montreal | 6,638 | $443.5K | 0.00% | −531−7.4% | Reduced |
| Manufacturers Life Insurance Company, The | 6,645 | $443.1K | 0.00% | −13,956−67.7% | Reduced |
| KBC Group NV | 6,564 | $438.0K | 0.00% | −297−4.3% | Reduced |
| M&T Bank Corp | 6,344 | $423.0K | 0.00% | −57−0.9% | Reduced |
| Daiwa Securities Group Inc. | 6,337 | $423.0K | 0.00% | +555+9.6% | Added |
| Prudential PLC | 6,238 | $415.9K | 0.00% | −6,420−50.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,066 | $404.5K | 0.01% | −72−1.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,052 | $404.0K | 0.01% | +3,150+108.5% | Added |
| Old National Bancorp | 6,024 | $401.7K | 0.01% | +383+6.8% | Added |
| Schroder Investment Management Group | 5,908 | $393.9K | 0.00% | +5,908 | New |
| Baker Ellis Asset Management LLC | 5,510 | $367.4K | 0.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,480 | $365.4K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,475 | $365.1K | 0.01% | −1,741−24.1% | Reduced |
| SEI Investments Co | 5,153 | $343.6K | 0.00% | −907−15.0% | Reduced |
| Man Group plc | 5,038 | $335.9K | 0.00% | +5,038 | New |
| HighTower Advisors, LLC | 5,010 | $335.0K | 0.00% | −1,733−25.7% | Reduced |
| Keybank National Association | 4,969 | $331.3K | 0.00% | −113−2.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,883 | $325.6K | 0.00% | +39+0.8% | Added |
| Sequoia Financial Advisors, LLC | 4,753 | $317.0K | 0.00% | −8,185−63.3% | Reduced |
| Bank of Nova Scotia | 4,720 | $314.7K | 0.00% | +55+1.2% | Added |
| Five Oceans Advisors | 4,699 | $313.3K | 0.16% | −62−1.3% | Reduced |
| Pathstone Holdings, LLC | 4,679 | $312.0K | 0.00% | −631−11.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,610 | $307.4K | 0.18% | −700−13.2% | Reduced |
| The PNC Financial Services Group, Inc. | 4,598 | $306.6K | 0.00% | +246+5.7% | Added |
| State of Michigan Retirement System | 4,554 | $303.7K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4,500 | $300.1K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,297 | $286.5K | 0.06% | +4,297 | New |
| Meiji Yasuda Life Insurance Co | 4,270 | $284.7K | 0.01% | +4,270 | New |