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 |
|---|---|---|---|---|---|
| Proficio Capital Partners LLC | 4,027 | $241.7K | 0.03% | +22+0.5% | Added |
| Cerity Partners LLC | 3,893 | $233.7K | 0.00% | +105+2.8% | Added |
| Forum Financial Management, LP | 3,827 | $229.7K | 0.00% | +6+0.2% | Added |
| MetLife Investment Management | 3,808 | $228.6K | 0.00% | +261+7.4% | Added |
| Cresset Asset Management, LLC | 3,700 | $222.1K | 0.00% | +298+8.8% | Added |
| Oak Thistle LLC | 3,673 | $220.5K | 0.16% | +3,673 | New |
| LRI Investments, LLC | 3,466 | $208.0K | 0.02% | +3,466 | New |
| Intech Investment Management LLC | 3,378 | $202.7K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,050 | $182.1K | 0.00% | +1,344+78.8% | Added |
| US Bancorp | 2,744 | $164.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,599 | $156.0K | 0.00% | +186+7.7% | Added |
| KBC Group NV | 2,455 | $147.0K | 0.00% | −4,109−62.6% | Reduced |
| Credit Agricole S A | 2,400 | $144.0K | 0.00% | +2,400 | New |
| Rothschild Investment LLC | 2,300 | $138.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 2,128 | $127.7K | 0.00% | +2,128 | New |
| Vestcor Inc | 2,025 | $122.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,993 | $119.6K | 0.00% | −6−0.3% | Reduced |
| Colonial Trust Co | 1,592 | $95.5K | 0.02% | +2+0.1% | Added |
| CWM, LLC | 1,589 | $95.0K | 0.00% | +192+13.7% | Added |
| Signaturefd, LLC | 1,458 | $87.5K | 0.00% | −9−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 1,335 | $79.5K | 0.00% | +495+58.9% | Added |
| Corebridge Financial, Inc. | 1,301 | $78.1K | 0.00% | +1,301 | New |
| Federation des caisses Desjardins du Quebec | 1,165 | $69.9K | 0.00% | +6+0.5% | Added |
| Ronald Blue Trust, Inc. | 844 | $56.3K | 0.00% | +447+112.6% | Added |
| Mather Group, LLC. | 833 | $55.5K | 0.00% | +833 | New |
| CVA Family Office, LLC | 900 | $54.0K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 900 | $54.0K | 0.03% | +900 | New |
| AdvisorNet Financial, Inc | 860 | $51.6K | 0.00% | −220−20.4% | Reduced |
| Allworth Financial LP | 819 | $50.9K | 0.00% | +243+42.2% | Added |
| Key Financial Inc | 845 | $50.7K | 0.01% | +845 | New |
| Capital Investment Advisory Services, LLC | 810 | $48.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 769 | $46.2K | 0.02% | +552+254.4% | Added |
| Huntington National Bank | 604 | $36.3K | 0.00% | +52+9.4% | Added |
| Quent Capital, LLC | 578 | $34.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $33.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 495 | $29.7K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 488 | $29.3K | 0.00% | +41+9.2% | Added |
| Ostrum Asset Management | 465 | $27.9K | 0.00% | −37−7.4% | Reduced |
| First Horizon Advisors, Inc. | 399 | $23.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 399 | $23.8K | 0.00% | +399 | New |
| Riverview Trust Co | 308 | $18.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 279 | $16.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 270 | $16.2K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 270 | $16.2K | 0.00% | +270 | New |
| Ci Investments Inc. | 185 | $11.0K | 0.00% | −14−7.0% | Reduced |
| Covestor Ltd | 191 | $11.0K | 0.01% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 167 | $10.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 144 | $8.64K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 140 | $8.40K | 0.00% | +131+1,455.6% | Added |
| JFS Wealth Advisors, LLC | 132 | $7.92K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $6.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 105 | $6.27K | 0.00% | +13+14.1% | Added |
| CIBC Private Wealth Group, LLC | 101 | $5.97K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 99 | $5.94K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 74 | $4.44K | 0.00% | −7−8.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 59 | $3.54K | 0.00% | +30+103.4% | Added |
| Massmutual Trust Co FSB | 55 | $3.30K | 0.00% | +37+205.6% | Added |
| EverSource Wealth Advisors, LLC | 49 | $3.12K | 0.00% | −645−92.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.70K | 0.00% | +45 | New |
| Red Tortoise LLC | 44 | $2.64K | 0.00% | 00.0% | Unchanged |
| 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 |
| DiNuzzo Private Wealth, Inc. | 38 | $2.28K | 0.00% | +5+15.2% | Added |
| 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 |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 32 | $1.90K | 0.00% | +32 | New |
| Castleview Partners, LLC | 28 | $1.68K | 0.00% | −772−96.5% | Reduced |
| Bruce G. Allen Investments, LLC | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 24 | $1.44K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 23 | $1.38K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $1.26K | 0.00% | +7+50.0% | Added |
| True Wealth Design, LLC | 16 | $961 | 0.00% | +4+33.3% | Added |
| Manchester Capital Management LLC | 14 | $841 | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 12 | $721 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $180 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 2 | $121 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $61 | 0.00% | +1 | New |
| Assetmark, Inc | 1 | $60 | 0.00% | +1 | New |
| Avion Wealth | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −149,852−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −143,370−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −71,631−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −28,467−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −24,461−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −21,403−100.0% | Sold out |
| Robotti Robert | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −15,691−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −15,036−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −13,733−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −12,425−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −7,682−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −6,052−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,908−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,038−100.0% | Sold out |