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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 5,192 | $311.6K | 0.00% | +309+6.3% | Added |
| AQR Capital Management LLC | 5,263 | $315.0K | 0.00% | +1,147+27.9% | Added |
| AE Wealth Management LLC | 5,278 | $316.8K | 0.00% | +5,278 | New |
| Baker Ellis Asset Management LLC | 5,310 | $318.7K | 0.05% | −200−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $328.9K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 6,419 | $359.5K | 0.00% | −4,450−40.9% | Reduced |
| Old National Bancorp | 6,157 | $369.5K | 0.01% | +133+2.2% | Added |
| Prudential PLC | 6,238 | $374.4K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,536 | $392.3K | 0.00% | −11,914−64.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,564 | $394.0K | 0.00% | +498+8.2% | Added |
| Omers Administration Corp | 6,622 | $397.5K | 0.00% | +6,622 | New |
| Manufacturers Life Insurance Company, The | 6,639 | $398.5K | 0.00% | −6−0.1% | Reduced |
| Daiwa Securities Group Inc. | 6,737 | $404.0K | 0.00% | +400+6.3% | Added |
| SEI Investments Co | 6,800 | $408.1K | 0.00% | +1,647+32.0% | Added |
| Capstone Investment Advisors, LLC | 6,886 | $413.3K | 0.01% | +3,237+88.7% | Added |
| Cetera Investment Advisers | 6,889 | $413.5K | 0.00% | −7,091−50.7% | Reduced |
| IFG Advisory, LLC | 7,115 | $427.0K | 0.03% | −2,945−29.3% | Reduced |
| Bank of Montreal | 7,182 | $434.7K | 0.00% | +544+8.2% | Added |
| Nordea Investment Management AB | 7,250 | $435.3K | 0.00% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 7,439 | $446.5K | 0.01% | +7,439 | New |
| Millennium Management LLC | 7,484 | $449.2K | 0.00% | −20,833−73.6% | Reduced |
| Viawealth, LLC | 7,708 | $462.6K | 0.29% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,718 | $463.2K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 7,790 | $467.6K | 0.00% | −810−9.4% | Reduced |
| Susquehanna International Group, LLP | 7,889 | $473.5K | 0.00% | +1,170+17.4% | Added |
| Creative Planning | 7,963 | $477.9K | 0.00% | +54+0.7% | Added |
| Principal Financial Group Inc | 8,015 | $481.1K | 0.00% | −965−10.7% | Reduced |
| Tower Research Capital LLC (TRC) | 8,100 | $486.2K | 0.01% | +6,934+594.7% | Added |
| Legacy Wealth Asset Management, LLC | 8,631 | $518.0K | 0.15% | +439+5.4% | Added |
| Toronto Dominion Bank | 9,393 | $563.8K | 0.00% | −4,422−32.0% | Reduced |
| Advisor Group Holdings, Inc. | 9,606 | $576.5K | 0.00% | +56+0.6% | Added |
| Robeco Institutional Asset Management B.V. | 10,548 | $633.1K | 0.00% | −40,380−79.3% | Reduced |
| Quantbot Technologies LP | 10,618 | $637.3K | 0.03% | +10,618 | New |
| Public Employees Retirement Association of Colorado | 10,653 | $639.0K | 0.00% | −309−2.8% | Reduced |
| Quantinno Capital Management LP | 10,891 | $653.7K | 0.01% | +4,164+61.9% | Added |
| Amalgamated Bank | 11,499 | $690.0K | 0.01% | +241+2.1% | Added |
| SG Americas Securities, LLC | 11,586 | $695.0K | 0.00% | −3,856−25.0% | Reduced |
| Nissay Asset Management Corp | 11,900 | $714.2K | 0.00% | +148+1.3% | Added |
| Xponance, Inc. | 12,477 | $748.9K | 0.01% | +596+5.0% | Added |
| Macquarie Group Ltd | 12,710 | $762.9K | 0.00% | −365−2.8% | Reduced |
| Raymond James & Associates | 12,789 | $767.6K | 0.00% | +2,199+20.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,134 | $788.3K | 0.00% | −47−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 13,915 | $835.0K | 0.00% | −347−2.4% | Reduced |
| Roundview Capital LLC | 14,013 | $841.1K | 0.07% | −1,782−11.3% | Reduced |
| Mariner, LLC | 14,428 | $865.9K | 0.00% | +3,848+36.4% | Added |
| Institute for Wealth Management, LLC. | 14,769 | $886.4K | 0.12% | +705+5.0% | Added |
| Greenleaf Trust | 14,998 | $900.2K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 15,773 | $930.0K | 0.00% | +4,962+45.9% | Added |
| Colony Group, LLC | 15,709 | $943.0K | 0.00% | +531+3.5% | Added |
| Sanctuary Advisors, LLC | 15,118 | $952.5K | 0.01% | +15,118 | New |
| Brinker Capital Investments, LLC | 15,906 | $954.7K | 0.01% | +1,212+8.2% | Added |
| Orion Portfolio Solutions, LLC | 15,906 | $954.7K | 0.01% | +1,212+8.2% | Added |
| Occudo Quantitative Strategies LP | 15,943 | $956.9K | 0.17% | +15,943 | New |
| Citadel Advisors LLC | 16,189 | $971.7K | 0.00% | +16,189 | New |
| Neuberger Berman Group LLC | 16,422 | $985.6K | 0.00% | +18+0.1% | Added |
| Utah Retirement Systems | 16,497 | $990.1K | 0.01% | −900−5.2% | Reduced |
| JustInvest LLC | 16,533 | $991.2K | 0.02% | +1,378+9.1% | Added |
| Atria Investments LLC | 16,618 | $997.4K | 0.01% | −509−3.0% | Reduced |
| Squarepoint Ops LLC | 16,684 | $1.00M | 0.00% | +16,684 | New |
| IFM Investors Pty Ltd | 16,853 | $1.01M | 0.01% | +1,078+6.8% | Added |
| British Columbia Investment Management Corp | 18,588 | $1.12M | 0.01% | +7,078+61.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 19,817 | $1.14M | 0.40% | 00.0% | Unchanged |
| Korea Investment CORP | 19,308 | $1.16M | 0.00% | −8,172−29.7% | Reduced |
| Hyperion Capital Advisors LP | 19,660 | $1.18M | 0.55% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 20,300 | $1.22M | 0.01% | +2,300+12.8% | Added |
| DnB Asset Management AS | 20,682 | $1.24M | 0.01% | +1,099+5.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.26M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 22,754 | $1.37M | 0.00% | −481−2.1% | Reduced |
| Prudential Financial Inc | 22,818 | $1.37M | 0.00% | −700−3.0% | Reduced |
| Ethic Inc. | 23,580 | $1.43M | 0.03% | −207−0.9% | Reduced |
| RBF Capital, LLC | 25,200 | $1.51M | 0.09% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,673 | $1.54M | 0.01% | −76−0.3% | Reduced |
| Skylands Capital, LLC | 26,645 | $1.60M | 0.23% | 00.0% | Unchanged |
| Arizona State Retirement System | 26,662 | $1.60M | 0.01% | −34−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,499 | $1.65M | 0.04% | +7,800+39.6% | Added |
| Citigroup Inc | 27,587 | $1.66M | 0.00% | +4,091+17.4% | Added |
| STRS Ohio | 28,225 | $1.69M | 0.01% | +4,781+20.4% | Added |
| Ancora Advisors, LLC | 28,260 | $1.70M | 0.04% | −2,148−7.1% | Reduced |
| Voloridge Investment Management, LLC | 28,739 | $1.72M | 0.01% | +28,739 | New |
| Ashton Thomas Securities, LLC | 23,700 | $1.73M | 0.42% | +23,700 | New |
| Resona Asset Management Co.,Ltd. | 30,899 | $1.85M | 0.01% | −384−1.2% | Reduced |
| National Asset Management, Inc. | 31,023 | $1.86M | 0.05% | −1,825−5.6% | Reduced |
| Ensign Peak Advisors, Inc | 31,099 | $1.87M | 0.00% | −800−2.5% | Reduced |
| Russell Investments Group, Ltd. | 31,278 | $1.87M | 0.00% | −13,888−30.7% | Reduced |
| Edgestream Partners, L.P. | 31,563 | $1.89M | 0.09% | +31,563 | New |
| Oppenheimer Asset Management Inc. | 32,315 | $1.94M | 0.02% | +2,395+8.0% | Added |
| Jane Street Group, LLC | 32,661 | $1.96M | 0.00% | +9,470+40.8% | Added |
| Long Corridor Asset Management Ltd | 33,280 | $2.00M | 1.89% | +33,280 | New |
| Chemistry Wealth Management LLC | 33,590 | $2.02M | 0.52% | +3,949+13.3% | Added |
| Pacific Global Investment Management CO | 35,670 | $2.14M | 0.41% | +1,005+2.9% | Added |
| Brasada Capital Management, LP | 36,559 | $2.20M | 0.39% | −433−1.2% | Reduced |
| LPL Financial LLC | 36,749 | $2.21M | 0.00% | +1,908+5.5% | Added |
| Ingalls & Snyder LLC | 37,250 | $2.24M | 0.10% | −320−0.9% | Reduced |
| Alliancebernstein L.P. | 37,380 | $2.24M | 0.00% | +153+0.4% | Added |
| State of Alaska, Department of Revenue | 38,030 | $2.28M | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 38,235 | $2.29M | 0.01% | −157−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 38,448 | $2.31M | 0.01% | +2,823+7.9% | Added |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.35M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 40,303 | $2.42M | 0.01% | −19,295−32.4% | Reduced |
| HSBC Holdings PLC | 40,951 | $2.46M | 0.00% | −7,962−16.3% | Reduced |