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 |
|---|---|---|---|---|---|
| First Personal Financial Services | 2 | $144 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $345 | 0.00% | +5 | New |
| Claris Advisors, LLC | 10 | $720 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 12 | $864 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +8+88.9% | Added |
| Manchester Capital Management LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 18 | $1.30K | 0.00% | +18 | New |
| Capital Performance Advisors LLP | 21 | $1.51K | 0.00% | +21 | New |
| Private Wealth Management Group, LLC | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.52K | 0.00% | +2+6.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.59K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 39 | $2.81K | 0.00% | +39 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $2.88K | 0.00% | +2+5.3% | Added |
| Global Retirement Partners, LLC | 42 | $3.02K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $3.17K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $3.24K | 0.00% | −29−39.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $3.24K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 62 | $4.46K | 0.00% | +62 | New |
| Fortitude Family Office, LLC | 65 | $4.68K | 0.00% | +65 | New |
| Massmutual Trust Co FSB | 70 | $5.04K | 0.00% | +15+27.3% | Added |
| EverSource Wealth Advisors, LLC | 72 | $5.18K | 0.00% | +23+46.9% | Added |
| Ogorek Anthony Joseph | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 81 | $6.00K | 0.00% | +81 | New |
| Hemington Wealth Management | 98 | $6.00K | 0.00% | +98 | New |
| CIBC Private Wealth Group, LLC | 101 | $7.27K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 108 | $7.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 135 | $9.76K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 143 | $10.3K | 0.00% | +11+8.3% | Added |
| SRS Capital Advisors, Inc. | 161 | $11.6K | 0.00% | +21+15.0% | Added |
| Bell Investment Advisors, Inc | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 185 | $13.3K | 0.00% | +80+76.2% | Added |
| Fifth Third Bancorp | 189 | $13.6K | 0.00% | +90+90.9% | Added |
| Covestor Ltd | 191 | $14.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 228 | $16.4K | 0.00% | +207+985.7% | Added |
| Lindbrook Capital, LLC | 234 | $16.8K | 0.00% | −45−16.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 235 | $16.9K | 0.00% | +235 | New |
| Umb Bank N A | 240 | $17.3K | 0.00% | −30−11.1% | Reduced |
| Ci Investments Inc. | 304 | $22.0K | 0.00% | +119+64.3% | Added |
| Riverview Trust Co | 308 | $22.2K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 330 | $23.8K | 0.00% | +288+685.7% | Added |
| Smartleaf Asset Management LLC | 332 | $24.0K | 0.00% | +300+937.5% | Added |
| First Horizon Advisors, Inc. | 399 | $28.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 409 | $29.6K | 0.00% | +10+2.5% | Added |
| Ostrum Asset Management | 471 | $33.9K | 0.00% | +6+1.3% | Added |
| Kennebec Savings Bank | 527 | $37.9K | 0.04% | +527 | New |
| Quadrant Capital Group LLC | 558 | $40.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 562 | $40.5K | 0.00% | +74+15.2% | Added |
| CoreCap Advisors, LLC | 568 | $40.9K | 0.00% | +568 | New |
| Quent Capital, LLC | 578 | $41.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 604 | $43.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 628 | $45.2K | 0.00% | +569+964.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 630 | $45.4K | 0.00% | +630 | New |
| AdvisorNet Financial, Inc | 760 | $54.7K | 0.00% | −100−11.6% | Reduced |
| Capital Investment Advisory Services, LLC | 810 | $58.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 819 | $59.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 845 | $60.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 900 | $64.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,266 | $76.0K | 0.00% | +422+50.0% | Added |
| Corebridge Financial, Inc. | 1,257 | $90.5K | 0.00% | −44−3.4% | Reduced |
| CWM, LLC | 1,297 | $93.0K | 0.00% | −292−18.4% | Reduced |
| Signaturefd, LLC | 1,449 | $104.3K | 0.00% | −9−0.6% | Reduced |
| Bryn Mawr Trust Co | 1,584 | $114.0K | 0.00% | +1,584 | New |
| Colonial Trust Co | 1,593 | $114.7K | 0.02% | +1+0.1% | Added |
| Rakuten Investment Management, Inc. | 1,776 | $128.4K | 0.00% | +441+33.0% | Added |
| Quantbot Technologies LP | 1,857 | $133.7K | 0.01% | −8,761−82.5% | Reduced |
| Parallel Advisors, LLC | 1,977 | $142.3K | 0.00% | −16−0.8% | Reduced |
| FNY Investment Advisers, LLC | 2,000 | $144.0K | 0.07% | +2,000 | New |
| Vestcor Inc | 2,025 | $146.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,300 | $165.6K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 2,400 | $172.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,455 | $177.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,644 | $190.4K | 0.00% | +45+1.7% | Added |
| US Bancorp | 2,744 | $197.6K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2,808 | $202.2K | 0.00% | −242−7.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,848 | $205.1K | 0.04% | +2,848 | New |
| Sterling Capital Management LLC | 2,957 | $212.9K | 0.00% | +2,957 | New |
| LRI Investments, LLC | 3,609 | $225.6K | 0.02% | +143+4.1% | Added |
| Investment Management Corp of Ontario | 3,227 | $232.3K | 0.01% | +3,227 | New |
| Apollon Wealth Management, LLC | 3,279 | $236.1K | 0.01% | +3,279 | New |
| Omers Administration Corp | 3,322 | $239.2K | 0.00% | −3,300−49.8% | Reduced |
| Cresset Asset Management, LLC | 3,336 | $240.2K | 0.00% | −364−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,545 | $255.2K | 0.01% | −4,555−56.2% | Reduced |
| Swiss Life Asset Management Ltd | 3,579 | $257.4K | 0.00% | −527−12.8% | Reduced |
| MetLife Investment Management | 3,733 | $268.8K | 0.00% | −75−2.0% | Reduced |
| Forum Financial Management, LP | 3,831 | $275.8K | 0.00% | +4+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,860 | $278.0K | 0.00% | −197−4.9% | Reduced |
| BSW Wealth Partners | 3,899 | $280.7K | 0.04% | +3,899 | New |
| Robeco Institutional Asset Management B.V. | 3,924 | $282.5K | 0.00% | −6,624−62.8% | Reduced |
| Raymond James Trust N.A. | 3,941 | $283.8K | 0.01% | +3,941 | New |
| State of Michigan Retirement System | 4,054 | $291.9K | 0.00% | 00.0% | Unchanged |
| Argent Trust Co | 4,070 | $293.0K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 4,111 | $296.0K | 0.09% | +4,111 | New |
| Proficio Capital Partners LLC | 4,133 | $297.6K | 0.03% | +106+2.6% | Added |
| HighTower Advisors, LLC | 4,163 | $300.0K | 0.00% | −6−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,477 | $322.3K | 0.01% | +4,477 | New |
| Independent Financial Group, LLC | 4,500 | $324.0K | 0.01% | 00.0% | Unchanged |