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, Q3 2024
Institutional positions in U-Haul Holding Co as of Sep 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
- 292
- +14 vs. Q2 2024
- Shares held
- 63.5M
- +5.02M (+8.6%) vs. Q2 2024
- Total value
- $4.57B
- +$1.06B (+30.2%) vs. Q2 2024
- New holders
- 42
- 106 more added
- Sold out
- 28
- 86 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,266,746 | $667.2M | 0.01% | +13,979+0.2% | Added |
| Yacktman Asset Management LP | 6,312,011 | $454.5M | 4.66% | −748,913−10.6% | Reduced |
| BlackRock, Inc. | 6,046,289 | $435.3M | 0.01% | +6,046,289 | New |
| Dimensional Fund Advisors LP | 3,817,771 | $274.9M | 0.07% | −70,398−1.8% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,403,736 | $245.1M | 3.94% | −141,484−4.0% | Reduced |
| FMR LLC | 2,626,003 | $189.1M | 0.01% | −290,771−10.0% | Reduced |
| Smead Capital Management, Inc. | 2,431,771 | $175.1M | 2.50% | +104,652+4.5% | Added |
| State Street Corp | 2,384,047 | $171.7M | 0.01% | +14,603+0.6% | Added |
| Wellington Management Group LLP | 1,725,937 | $124.3M | 0.02% | −340,230−16.5% | Reduced |
| Southpoint Capital Advisors LP | 1,670,000 | $120.2M | 2.85% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,584,986 | $113.9M | 0.01% | +8,469+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,539,795 | $110.9M | 0.37% | +215,600+16.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,375,107 | $99.0M | 0.32% | −54,576−3.8% | Reduced |
| Artisan Partners Limited Partnership | 1,324,252 | $95.3M | 0.14% | −13,829−1.0% | Reduced |
| Reinhart Partners, Inc. | 1,070,646 | $77.1M | 2.93% | −401,037−27.3% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,049,055 | $75.5M | 1.94% | +139,755+15.4% | Added |
| Scharf Investments, LLC | 1,033,451 | $74.4M | 2.05% | +762+0.1% | Added |
| Norges Bank | 908,381 | $65.4M | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 709,919 | $51.1M | 0.01% | +66,625+10.4% | Added |
| Morgan Stanley | 689,151 | $49.6M | 0.00% | −23,438−3.3% | Reduced |
| Tweedy, Browne Co LLC | 598,368 | $43.1M | 2.05% | −3,562−0.6% | Reduced |
| Northern Trust Corp | 512,926 | $36.9M | 0.01% | −28,506−5.3% | Reduced |
| Bruce & Co., Inc. | 507,550 | $36.5M | 10.64% | −35,400−6.5% | Reduced |
| UBS Asset Management Americas Inc | 463,691 | $33.4M | 0.01% | +4,073+0.9% | Added |
| First Trust Advisors LP | 427,866 | $30.8M | 0.03% | +52,610+14.0% | Added |
| Bank of New York Mellon Corp | 391,889 | $28.2M | 0.01% | +7,213+1.9% | Added |
| Scout Investments, Inc. | 321,295 | $21.8M | 0.57% | +1,536+0.5% | Added |
| Swiss National Bank | 287,331 | $20.7M | 0.01% | 00.0% | Unchanged |
| Third Avenue Management LLC | 284,528 | $20.5M | 3.35% | +190.0% | Added |
| Janus Henderson Group PLC | 277,518 | $20.0M | 0.01% | +1,785+0.6% | Added |
| Nuveen Asset Management, LLC | 259,328 | $18.7M | 0.01% | +5,467+2.2% | Added |
| Harspring Capital Management, LLC | 255,000 | $18.4M | 4.37% | −28,500−10.1% | Reduced |
| Systematic Financial Management LP | 253,855 | $18.3M | 0.47% | +27,450+12.1% | Added |
| California State Teachers Retirement System | 218,308 | $15.7M | 0.02% | +13,789+6.7% | Added |
| Legal & General Group Plc | 218,269 | $15.7M | 0.00% | −9,350−4.1% | Reduced |
| Balyasny Asset Management LLC | 213,954 | $15.4M | 0.04% | +213,954 | New |
| Fuller & Thaler Asset Management, Inc. | 210,903 | $15.2M | 0.06% | −37,560−15.1% | Reduced |
| Harbor Capital Advisors, Inc. | 197,258 | $14.2M | 0.62% | +114,279+137.7% | Added |
| Vision Capital Management, Inc. | 187,794 | $13.5M | 1.91% | +3,855+2.1% | Added |
| Segall Bryant & Hamill, LLC | 185,760 | $13.4M | 0.18% | +185,760 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,723 | $12.9M | 0.01% | −323−0.2% | Reduced |
| Deutsche Bank AG | 174,022 | $12.5M | 0.01% | +2,248+1.3% | Added |
| Invesco Ltd. | 169,812 | $12.2M | 0.00% | −123,711−42.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 161,518 | $11.6M | 0.65% | +1,442+0.9% | Added |
| Financial Counselors Inc | 153,087 | $11.0M | 0.16% | +406+0.3% | Added |
| Wells Fargo & Company | 142,624 | $10.3M | 0.00% | −4,171−2.8% | Reduced |
| Goldman Sachs Group Inc | 136,226 | $9.81M | 0.00% | +12,249+9.9% | Added |
| Royal Bank of Canada | 128,984 | $9.29M | 0.00% | +6,974+5.7% | Added |
| Brandywine Global Investment Management, LLC | 129,295 | $8.79M | 0.06% | +12,887+11.1% | Added |
| Rhumbline Advisers | 121,258 | $8.73M | 0.01% | −1,437−1.2% | Reduced |
| American Century Companies Inc | 117,988 | $8.50M | 0.00% | −2,849−2.4% | Reduced |
| DnB Asset Management AS | 115,382 | $8.31M | 0.04% | +94,700+457.9% | Added |
| Zuckerman Investment Group, LLC | 113,206 | $8.15M | 0.84% | +1,512+1.4% | Added |
| RK Asset Management, LLC | 111,302 | $8.01M | 6.16% | +850+0.8% | Added |
| CI Private Wealth, LLC | 109,514 | $7.89M | 0.01% | −120,296−52.3% | Reduced |
| Renaissance Technologies LLC | 107,900 | $7.77M | 0.01% | +12,900+13.6% | Added |
| Storebrand Asset Management AS | 102,008 | $7.34M | 0.02% | +7,702+8.2% | Added |
| Bank of America Corp | 101,871 | $7.33M | 0.00% | −6,612−6.1% | Reduced |
| State Board of Administration of Florida Retirement System | 100,841 | $7.26M | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 98,428 | $7.09M | 0.01% | −978−1.0% | Reduced |
| Schwartz Investment Counsel Inc | 97,200 | $7.00M | 0.25% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 92,063 | $6.63M | 0.73% | +92,063 | New |
| Envestnet Asset Management Inc | 92,046 | $6.63M | 0.00% | +2,318+2.6% | Added |
| Mraz, Amerine & Associates, Inc. | 87,798 | $6.32M | 1.14% | −735−0.8% | Reduced |
| State of Wisconsin Investment Board | 83,909 | $6.04M | 0.02% | +27,420+48.5% | Added |
| Diversified Investment Strategies, LLC | 80,371 | $5.79M | 3.82% | −1,130−1.4% | Reduced |
| JPMorgan Chase & Co | 80,316 | $5.78M | 0.00% | −24,436−23.3% | Reduced |
| New York State Common Retirement Fund | 77,253 | $5.56M | 0.01% | −11,800−13.3% | Reduced |
| Amundi | 79,371 | $5.43M | 0.00% | −546−0.7% | Reduced |
| Barclays PLC | 69,449 | $5.00M | 0.00% | +6,857+11.0% | Added |
| Great West Life Assurance Co | 65,758 | $4.74M | 0.01% | −25,441−27.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64,167 | $4.62M | 0.00% | +6,514+11.3% | Added |
| UBS Group AG | 63,318 | $4.56M | 0.00% | +951+1.5% | Added |
| Ameriprise Financial Inc | 61,988 | $4.46M | 0.00% | −527−0.8% | Reduced |
| Raymond James & Associates | 60,258 | $4.34M | 0.00% | +47,469+371.2% | Added |
| Knightsbridge Asset Management, LLC | 59,085 | $4.25M | 0.95% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 58,409 | $4.21M | 0.00% | +4,022+7.4% | Added |
| Andra AP-fonden | 58,127 | $4.19M | 0.06% | −14,573−20.0% | Reduced |
| Kerrisdale Advisers, LLC | 55,241 | $3.98M | 1.35% | 00.0% | Unchanged |
| Victory Capital Management Inc | 53,675 | $3.86M | 0.00% | −15,216−22.1% | Reduced |
| Richard Bernstein Advisors LLC | 51,821 | $3.73M | 0.08% | 00.0% | Unchanged |
| Oppenheimer & Close, LLC | 49,099 | $3.54M | 2.83% | −254−0.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 46,714 | $3.36M | 0.01% | +45+0.1% | Added |
| Treasurer of the State of North Carolina | 46,268 | $3.33M | 0.01% | +190+0.4% | Added |
| Danske Bank A/S | 43,517 | $3.13M | 0.01% | −1,900−4.2% | Reduced |
| Voya Investment Management LLC | 39,858 | $2.87M | 0.00% | −1,919−4.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.82M | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 38,642 | $2.78M | 0.01% | +194+0.5% | Added |
| LPL Financial LLC | 38,332 | $2.76M | 0.00% | +1,583+4.3% | Added |
| State of Alaska, Department of Revenue | 38,030 | $2.74M | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 37,766 | $2.72M | 0.00% | −3,185−7.8% | Reduced |
| Edgestream Partners, L.P. | 37,744 | $2.72M | 0.12% | +6,181+19.6% | Added |
| State of New Jersey Common Pension Fund D | 37,497 | $2.70M | 0.01% | −2,806−7.0% | Reduced |
| Pacific Global Investment Management CO | 37,193 | $2.68M | 0.48% | +1,523+4.3% | Added |
| Alliancebernstein L.P. | 37,164 | $2.68M | 0.00% | −216−0.6% | Reduced |
| Ingalls & Snyder LLC | 36,938 | $2.66M | 0.10% | −312−0.8% | Reduced |
| Chemistry Wealth Management LLC | 35,551 | $2.56M | 0.61% | +1,961+5.8% | Added |
| Pictet Asset Management Holding SA | 35,265 | $2.54M | 0.00% | −7,085−16.7% | Reduced |
| Capula Management Ltd | 33,575 | $2.42M | 0.03% | +33,575 | New |
| Brasada Capital Management, LP | 33,971 | $2.41M | 0.42% | −2,588−7.1% | Reduced |