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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 4,588 | $330.3K | 0.00% | +4,588 | New |
| Bank of Nova Scotia | 4,703 | $338.6K | 0.00% | −37−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 4,789 | $344.8K | 0.00% | +33+0.7% | Added |
| Stratos Wealth Partners, LTD. | 4,962 | $357.3K | 0.01% | +4,962 | New |
| Cerity Partners LLC | 5,004 | $360.3K | 0.00% | +1,111+28.5% | Added |
| CIBC Asset Management Inc | 5,088 | $366.3K | 0.00% | +162+3.3% | Added |
| M&T Bank Corp | 5,172 | $372.4K | 0.00% | +492+10.5% | Added |
| Pathstone Holdings, LLC | 5,220 | $375.8K | 0.00% | +266+5.4% | Added |
| Baker Ellis Asset Management LLC | 5,310 | $382.3K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,454 | $392.7K | 0.03% | −8,559−61.1% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $394.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 5,509 | $396.6K | 0.00% | +423+8.3% | Added |
| CIBC World Markets Corp | 5,656 | $407.2K | 0.00% | +5,656 | New |
| SG Americas Securities, LLC | 5,713 | $411.0K | 0.00% | −5,873−50.7% | Reduced |
| Maryland State Retirement & Pension System | 5,728 | $412.4K | 0.01% | −1,990−25.8% | Reduced |
| The PNC Financial Services Group, Inc. | 5,740 | $413.3K | 0.00% | +672+13.3% | Added |
| Amalgamated Bank | 5,936 | $427.0K | 0.00% | −5,563−48.4% | Reduced |
| Old National Bancorp | 6,157 | $443.3K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 6,238 | $449.1K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,536 | $470.6K | 0.01% | −28−0.4% | Reduced |
| Panagora Asset Management Inc | 6,536 | $470.6K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,587 | $474.3K | 0.02% | +6,587 | New |
| Cetera Investment Advisers | 6,767 | $487.2K | 0.00% | −122−1.8% | Reduced |
| SEI Investments Co | 6,839 | $492.4K | 0.00% | +39+0.6% | Added |
| Daiwa Securities Group Inc. | 7,037 | $507.0K | 0.00% | +300+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 7,483 | $508.8K | 0.00% | +2,291+44.1% | Added |
| Nordea Investment Management AB | 7,250 | $524.7K | 0.00% | 00.0% | Unchanged |
| Janney Capital Management LLC | 7,312 | $526.0K | 0.04% | +7,312 | New |
| Principal Financial Group Inc | 7,312 | $526.5K | 0.00% | −703−8.8% | Reduced |
| Bank of Montreal | 7,501 | $542.5K | 0.00% | +319+4.4% | Added |
| Viawealth, LLC | 7,708 | $555.0K | 0.32% | 00.0% | Unchanged |
| Creative Planning | 7,959 | $573.1K | 0.00% | −4−0.1% | Reduced |
| TD Asset Management Inc | 8,090 | $585.1K | 0.00% | +300+3.9% | Added |
| AQR Capital Management LLC | 8,200 | $590.4K | 0.00% | +2,937+55.8% | Added |
| Susquehanna International Group, LLP | 8,316 | $598.8K | 0.00% | +427+5.4% | Added |
| Legacy Wealth Asset Management, LLC | 8,697 | $626.2K | 0.17% | +66+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 9,574 | $689.3K | 0.01% | +4,549+90.5% | Added |
| Public Employees Retirement Association of Colorado | 10,653 | $767.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 12,329 | $838.2K | 0.00% | +12,329 | New |
| Quantinno Capital Management LP | 11,751 | $846.1K | 0.01% | +860+7.9% | Added |
| Xponance, Inc. | 11,988 | $863.1K | 0.01% | −489−3.9% | Reduced |
| Nissay Asset Management Corp | 12,224 | $880.1K | 0.01% | +324+2.7% | Added |
| Toronto Dominion Bank | 12,308 | $886.2K | 0.00% | +2,915+31.0% | Added |
| Macquarie Group Ltd | 12,710 | $915.1K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,173 | $948.5K | 0.00% | +39+0.3% | Added |
| Commonwealth Equity Services, LLC | 13,963 | $1.00M | 0.00% | +48+0.3% | Added |
| Millennium Management LLC | 14,285 | $1.03M | 0.00% | +6,801+90.9% | Added |
| Institute for Wealth Management, LLC. | 14,536 | $1.05M | 0.13% | −233−1.6% | Reduced |
| Greenleaf Trust | 14,950 | $1.08M | 0.01% | −48−0.3% | Reduced |
| Advisor Group Holdings, Inc. | 15,115 | $1.09M | 0.00% | +5,509+57.3% | Added |
| Squarepoint Ops LLC | 15,150 | $1.09M | 0.00% | −1,534−9.2% | Reduced |
| Hyperion Capital Advisors LP | 15,360 | $1.11M | 0.52% | −4,300−21.9% | Reduced |
| Los Angeles Capital Management LLC | 15,413 | $1.11M | 0.00% | +15,413 | New |
| Brinker Capital Investments, LLC | 15,887 | $1.14M | 0.01% | −19−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 15,887 | $1.14M | 0.01% | −19−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 15,993 | $1.15M | 0.21% | +50+0.3% | Added |
| Quest Partners LLC | 16,064 | $1.16M | 0.10% | +16,064 | New |
| British Columbia Investment Management Corp | 16,192 | $1.17M | 0.01% | −2,396−12.9% | Reduced |
| Utah Retirement Systems | 16,497 | $1.19M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 16,772 | $1.19M | 0.00% | +999+6.3% | Added |
| JustInvest LLC | 16,607 | $1.20M | 0.02% | +74+0.4% | Added |
| IFM Investors Pty Ltd | 16,853 | $1.21M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 16,864 | $1.21M | 0.02% | +246+1.5% | Added |
| Korea Investment CORP | 17,008 | $1.22M | 0.00% | −2,300−11.9% | Reduced |
| Neuberger Berman Group LLC | 17,861 | $1.29M | 0.00% | +1,439+8.8% | Added |
| Dark Forest Capital Management LP | 18,373 | $1.32M | 0.17% | +18,373 | New |
| Skylands Capital, LLC | 19,045 | $1.37M | 0.19% | −7,600−28.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 19,717 | $1.42M | 0.47% | −100−0.5% | Reduced |
| Mariner, LLC | 19,914 | $1.43M | 0.00% | +5,486+38.0% | Added |
| Prudential Financial Inc | 20,018 | $1.44M | 0.00% | −2,800−12.3% | Reduced |
| Stifel Financial Corp | 20,176 | $1.45M | 0.00% | −2,578−11.3% | Reduced |
| Janney Montgomery Scott LLC | 20,184 | $1.45M | 0.00% | +20,184 | New |
| Citigroup Inc | 20,975 | $1.51M | 0.00% | −6,612−24.0% | Reduced |
| Handelsbanken Fonder AB | 21,000 | $1.51M | 0.01% | +700+3.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.51M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 23,787 | $1.57M | 0.04% | +207+0.9% | Added |
| Manufacturers Life Insurance Company, The | 22,378 | $1.61M | 0.00% | +15,739+237.1% | Added |
| Ancora Advisors, LLC | 23,231 | $1.67M | 0.04% | −5,029−17.8% | Reduced |
| Intech Investment Management LLC | 23,877 | $1.72M | 0.02% | +20,499+606.8% | Added |
| National Asset Management, Inc. | 24,507 | $1.76M | 0.05% | −6,516−21.0% | Reduced |
| RBF Capital, LLC | 25,200 | $1.81M | 0.09% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,673 | $1.85M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 26,896 | $1.94M | 0.01% | −1,329−4.7% | Reduced |
| Arizona State Retirement System | 27,807 | $2.00M | 0.01% | +1,145+4.3% | Added |
| Voloridge Investment Management, LLC | 28,865 | $2.08M | 0.01% | +126+0.4% | Added |
| Carnegie Lake Advisors LLC | 29,330 | $2.11M | 0.84% | +29,330 | New |
| Resona Asset Management Co.,Ltd. | 30,402 | $2.19M | 0.01% | −497−1.6% | Reduced |
| Ensign Peak Advisors, Inc | 31,099 | $2.24M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 31,556 | $2.28M | 0.00% | +278+0.9% | Added |
| Oppenheimer Asset Management Inc. | 32,426 | $2.33M | 0.03% | +111+0.3% | Added |
| Oddo BHF Asset Management SAS | 32,498 | $2.34M | 0.12% | +32,498 | New |
| Ashton Thomas Securities, LLC | 32,939 | $2.37M | 0.46% | +9,239+39.0% | Added |
| Brasada Capital Management, LP | 33,971 | $2.41M | 0.42% | −2,588−7.1% | Reduced |
| Capula Management Ltd | 33,575 | $2.42M | 0.03% | +33,575 | New |
| Pictet Asset Management Holding SA | 35,265 | $2.54M | 0.00% | −7,085−16.7% | Reduced |
| Chemistry Wealth Management LLC | 35,551 | $2.56M | 0.61% | +1,961+5.8% | Added |
| Ingalls & Snyder LLC | 36,938 | $2.66M | 0.10% | −312−0.8% | Reduced |
| Alliancebernstein L.P. | 37,164 | $2.68M | 0.00% | −216−0.6% | Reduced |
| Pacific Global Investment Management CO | 37,193 | $2.68M | 0.48% | +1,523+4.3% | Added |
| State of New Jersey Common Pension Fund D | 37,497 | $2.70M | 0.01% | −2,806−7.0% | Reduced |