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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 4,200 | $280.1K | 0.01% | −2,800−40.0% | Reduced |
| Argent Trust Co | 4,070 | $271.4K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,058 | $270.6K | 0.04% | −1,798−30.7% | Reduced |
| AQR Capital Management LLC | 4,116 | $270.6K | 0.00% | −7,332−64.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,055 | $270.4K | 0.00% | −16−0.4% | Reduced |
| Proficio Capital Partners LLC | 4,005 | $267.1K | 0.03% | +4+0.1% | Added |
| CIBC World Markets Corp | 3,974 | $265.0K | 0.00% | +3,974 | New |
| Forum Financial Management, LP | 3,821 | $254.8K | 0.00% | −325−7.8% | Reduced |
| Cerity Partners LLC | 3,788 | $252.6K | 0.00% | +717+23.3% | Added |
| Capstone Investment Advisors, LLC | 3,649 | $243.3K | 0.00% | +3,649 | New |
| CIBC Asset Management Inc | 3,627 | $241.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,547 | $236.5K | 0.00% | +10+0.3% | Added |
| Cresset Asset Management, LLC | 3,402 | $226.9K | 0.00% | −377−10.0% | Reduced |
| Intech Investment Management LLC | 3,378 | $225.2K | 0.00% | +3,378 | New |
| Meeder Asset Management Inc | 3,348 | $223.2K | 0.01% | +3,348 | New |
| Raymond James Financial Services Advisors, Inc. | 3,327 | $221.8K | 0.00% | +3,327 | New |
| Cubist Systematic Strategies, LLC | 3,146 | $209.8K | 0.00% | −2,993−48.8% | Reduced |
| Stratos Wealth Partners, LTD. | 3,092 | $206.2K | 0.00% | +5+0.2% | Added |
| US Bancorp | 2,744 | $183.0K | 0.00% | −81−2.9% | Reduced |
| Comerica Bank | 2,413 | $160.9K | 0.00% | −370−13.3% | Reduced |
| Degroof Petercam Asset Management | 2,400 | $160.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,300 | $153.4K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 2,205 | $147.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,025 | $135.0K | 0.00% | −16−0.8% | Reduced |
| Parallel Advisors, LLC | 1,999 | $133.3K | 0.00% | +130+7.0% | Added |
| National Bank of Canada | 1,706 | $113.5K | 0.00% | +638+59.7% | Added |
| Colonial Trust Co | 1,590 | $106.0K | 0.02% | +2+0.1% | Added |
| Signaturefd, LLC | 1,467 | $97.8K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $93.4K | 0.00% | +800+133.3% | Added |
| CWM, LLC | 1,397 | $93.0K | 0.00% | +23+1.7% | Added |
| Tower Research Capital LLC (TRC) | 1,166 | $77.7K | 0.00% | −7,178−86.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,159 | $77.3K | 0.00% | +1,159 | New |
| American International Group, Inc. | 1,151 | $76.7K | 0.00% | −9−0.8% | Reduced |
| AdvisorNet Financial, Inc | 1,080 | $72.0K | 0.01% | −57−5.0% | Reduced |
| 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 |
| Rakuten Investment Management, Inc. | 840 | $56.0K | 0.00% | +770+1,100.0% | Added |
| Capital Investment Advisory Services, LLC | 810 | $54.0K | 0.01% | +810 | New |
| CoreCap Advisors, LLC | 810 | $54.0K | 0.00% | +810 | New |
| Castleview Partners, LLC | 800 | $53.3K | 0.03% | +178+28.6% | Added |
| EverSource Wealth Advisors, LLC | 694 | $42.6K | 0.00% | −865−55.5% | Reduced |
| State of Wyoming | 622 | $41.5K | 0.01% | +622 | New |
| Quent Capital, LLC | 578 | $38.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 576 | $38.4K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $37.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 552 | $36.8K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 502 | $33.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 495 | $33.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 447 | $29.8K | 0.01% | −65−12.7% | Reduced |
| First Horizon Advisors, Inc. | 399 | $26.6K | 0.00% | −43−9.7% | Reduced |
| Ronald Blue Trust, Inc. | 397 | $26.5K | 0.00% | +324+443.8% | Added |
| Riverview Trust Co | 308 | $20.5K | 0.02% | +308 | New |
| Lindbrook Capital, LLC | 279 | $18.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 217 | $14.5K | 0.01% | +217 | New |
| Covestor Ltd | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 199 | $13.0K | 0.00% | +45+29.2% | Added |
| Bell Investment Advisors, Inc | 167 | $11.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 144 | $9.60K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $8.80K | 0.00% | +16+13.8% | Added |
| Parkside Financial Bank & Trust | 108 | $7.20K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 101 | $6.76K | 0.00% | +101 | New |
| GWM Advisors LLC | 101 | $6.73K | 0.00% | −57−36.1% | Reduced |
| Fifth Third Bancorp | 99 | $6.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 92 | $6.16K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $5.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 54 | $3.60K | 0.00% | +54 | New |
| Red Tortoise LLC | 44 | $2.93K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.40K | 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 |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 29 | $1.93K | 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 |
| Private Wealth Management Group, LLC | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.20K | 0.00% | −90−83.3% | Reduced |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14 | $934 | 0.00% | +6+75.0% | Added |
| 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 |
| SRS Capital Advisors, Inc. | 9 | $601 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $467 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $134 | 0.00% | +2 | New |
| 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 |