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, Q2 2024
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 282
- 0 vs. Q1 2024
- Shares held
- 64.0M
- +1.22M (+1.9%) vs. Q1 2024
- Total value
- $3.84B
- −$342.8M (−8.2%) vs. Q1 2024
- New holders
- 35
- 116 more added
- Sold out
- 35
- 82 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $60 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $180 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 12 | $721 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $841 | 0.00% | +14 | New |
| True Wealth Design, LLC | 16 | $961 | 0.00% | +4+33.3% | Added |
| IFP Advisors, Inc | 21 | $1.26K | 0.00% | +7+50.0% | Added |
| Private Wealth Management Group, LLC | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 24 | $1.44K | 0.00% | +24 | New |
| Bruce G. Allen Investments, LLC | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 28 | $1.68K | 0.00% | −772−96.5% | Reduced |
| Smartleaf Asset Management LLC | 32 | $1.90K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.16K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 36 | $2.16K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $2.28K | 0.00% | +5+15.2% | Added |
| GWM Advisors LLC | 42 | $2.52K | 0.00% | −59−58.4% | Reduced |
| Global Retirement Partners, LLC | 42 | $2.52K | 0.00% | +16+61.5% | Added |
| Red Tortoise LLC | 44 | $2.64K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.70K | 0.00% | +45 | New |
| EverSource Wealth Advisors, LLC | 49 | $3.12K | 0.00% | −645−92.9% | Reduced |
| Massmutual Trust Co FSB | 55 | $3.30K | 0.00% | +37+205.6% | Added |
| Allspring Global Investments Holdings, LLC | 59 | $3.54K | 0.00% | +30+103.4% | Added |
| Zions Bancorporation, N.A. | 74 | $4.44K | 0.00% | −7−8.6% | Reduced |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $5.94K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 101 | $5.97K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $6.27K | 0.00% | +13+14.1% | Added |
| Parkside Financial Bank & Trust | 108 | $6.48K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $7.92K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 140 | $8.40K | 0.00% | +131+1,455.6% | Added |
| ICA Group Wealth Management, LLC | 144 | $8.64K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 185 | $11.0K | 0.00% | −14−7.0% | Reduced |
| Covestor Ltd | 191 | $11.0K | 0.01% | +1+0.5% | Added |
| Umb Bank N A | 270 | $16.2K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 270 | $16.2K | 0.00% | +270 | New |
| Lindbrook Capital, LLC | 279 | $16.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $18.5K | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 399 | $23.8K | 0.00% | +399 | New |
| First Horizon Advisors, Inc. | 399 | $23.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 465 | $27.9K | 0.00% | −37−7.4% | Reduced |
| GAMMA Investing LLC | 488 | $29.3K | 0.00% | +41+9.2% | Added |
| JJJ Advisors Inc. | 495 | $29.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $33.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 578 | $34.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 604 | $36.3K | 0.00% | +52+9.4% | Added |
| Quarry LP | 769 | $46.2K | 0.02% | +552+254.4% | Added |
| Capital Investment Advisory Services, LLC | 810 | $48.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 845 | $50.7K | 0.01% | +845 | New |
| Allworth Financial LP | 819 | $50.9K | 0.00% | +243+42.2% | Added |
| AdvisorNet Financial, Inc | 860 | $51.6K | 0.00% | −220−20.4% | Reduced |
| CVA Family Office, LLC | 900 | $54.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 900 | $54.0K | 0.03% | +900 | New |
| Mather Group, LLC. | 833 | $55.5K | 0.00% | +833 | New |
| Ronald Blue Trust, Inc. | 844 | $56.3K | 0.00% | +447+112.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,165 | $69.9K | 0.00% | +6+0.5% | Added |
| Corebridge Financial, Inc. | 1,301 | $78.1K | 0.00% | +1,301 | New |
| Rakuten Investment Management, Inc. | 1,335 | $79.5K | 0.00% | +495+58.9% | Added |
| Signaturefd, LLC | 1,458 | $87.5K | 0.00% | −9−0.6% | Reduced |
| CWM, LLC | 1,589 | $95.0K | 0.00% | +192+13.7% | Added |
| Colonial Trust Co | 1,592 | $95.5K | 0.02% | +2+0.1% | Added |
| Parallel Advisors, LLC | 1,993 | $119.6K | 0.00% | −6−0.3% | Reduced |
| Vestcor Inc | 2,025 | $122.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 2,128 | $127.7K | 0.00% | +2,128 | New |
| Rothschild Investment LLC | 2,300 | $138.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,400 | $144.0K | 0.00% | +2,400 | New |
| KBC Group NV | 2,455 | $147.0K | 0.00% | −4,109−62.6% | Reduced |
| Comerica Bank | 2,599 | $156.0K | 0.00% | +186+7.7% | Added |
| US Bancorp | 2,744 | $164.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,050 | $182.1K | 0.00% | +1,344+78.8% | Added |
| Intech Investment Management LLC | 3,378 | $202.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3,466 | $208.0K | 0.02% | +3,466 | New |
| Oak Thistle LLC | 3,673 | $220.5K | 0.16% | +3,673 | New |
| Cresset Asset Management, LLC | 3,700 | $222.1K | 0.00% | +298+8.8% | Added |
| MetLife Investment Management | 3,808 | $228.6K | 0.00% | +261+7.4% | Added |
| Forum Financial Management, LP | 3,827 | $229.7K | 0.00% | +6+0.2% | Added |
| Cerity Partners LLC | 3,893 | $233.7K | 0.00% | +105+2.8% | Added |
| Proficio Capital Partners LLC | 4,027 | $241.7K | 0.03% | +22+0.5% | Added |
| State of Michigan Retirement System | 4,054 | $243.3K | 0.00% | −500−11.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,057 | $243.5K | 0.00% | +20.0% | Added |
| Argent Trust Co | 4,070 | $244.3K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,106 | $246.5K | 0.00% | −1,369−25.0% | Reduced |
| HighTower Advisors, LLC | 4,169 | $253.0K | 0.00% | −841−16.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4,500 | $270.1K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,500 | $270.1K | 0.01% | +4,500 | New |
| M&T Bank Corp | 4,680 | $280.9K | 0.00% | −1,664−26.2% | Reduced |
| Bank of Nova Scotia | 4,740 | $284.5K | 0.00% | +20+0.4% | Added |
| Sequoia Financial Advisors, LLC | 4,756 | $285.5K | 0.00% | +3+0.1% | Added |
| Aigen Investment Management, LP | 4,760 | $285.7K | 0.06% | +463+10.8% | Added |
| CIBC Asset Management Inc | 4,926 | $295.7K | 0.00% | +1,299+35.8% | Added |
| Pathstone Holdings, LLC | 4,954 | $297.3K | 0.00% | +275+5.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,025 | $301.6K | 0.00% | +5,025 | New |
| The PNC Financial Services Group, Inc. | 5,068 | $304.2K | 0.00% | +470+10.2% | Added |
| Keybank National Association | 5,086 | $305.3K | 0.00% | +117+2.4% | Added |
| XTX Topco Ltd | 5,130 | $307.9K | 0.03% | +1,072+26.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,187 | $311.3K | 0.00% | +5,187 | New |