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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 37,744 | $2.72M | 0.12% | +6,181+19.6% | Added |
| HSBC Holdings PLC | 37,766 | $2.72M | 0.00% | −3,185−7.8% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.74M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 38,332 | $2.76M | 0.00% | +1,583+4.3% | Added |
| Asset Management One Co.,Ltd. | 38,642 | $2.78M | 0.01% | +194+0.5% | Added |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.82M | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 39,858 | $2.87M | 0.00% | −1,919−4.6% | Reduced |
| Danske Bank A/S | 43,517 | $3.13M | 0.01% | −1,900−4.2% | Reduced |
| Treasurer of the State of North Carolina | 46,268 | $3.33M | 0.01% | +190+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 46,714 | $3.36M | 0.01% | +45+0.1% | Added |
| Oppenheimer & Close, LLC | 49,099 | $3.54M | 2.83% | −254−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 51,821 | $3.73M | 0.08% | 00.0% | Unchanged |
| Victory Capital Management Inc | 53,675 | $3.86M | 0.00% | −15,216−22.1% | Reduced |
| Kerrisdale Advisers, LLC | 55,241 | $3.98M | 1.35% | 00.0% | Unchanged |
| Andra AP-fonden | 58,127 | $4.19M | 0.06% | −14,573−20.0% | Reduced |
| Price T Rowe Associates Inc | 58,409 | $4.21M | 0.00% | +4,022+7.4% | Added |
| Knightsbridge Asset Management, LLC | 59,085 | $4.25M | 0.95% | 00.0% | Unchanged |
| Raymond James & Associates | 60,258 | $4.34M | 0.00% | +47,469+371.2% | Added |
| Ameriprise Financial Inc | 61,988 | $4.46M | 0.00% | −527−0.8% | Reduced |
| UBS Group AG | 63,318 | $4.56M | 0.00% | +951+1.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64,167 | $4.62M | 0.00% | +6,514+11.3% | Added |
| Great West Life Assurance Co | 65,758 | $4.74M | 0.01% | −25,441−27.9% | Reduced |
| Barclays PLC | 69,449 | $5.00M | 0.00% | +6,857+11.0% | Added |
| Amundi | 79,371 | $5.43M | 0.00% | −546−0.7% | Reduced |
| New York State Common Retirement Fund | 77,253 | $5.56M | 0.01% | −11,800−13.3% | Reduced |
| JPMorgan Chase & Co | 80,316 | $5.78M | 0.00% | −24,436−23.3% | Reduced |
| Diversified Investment Strategies, LLC | 80,371 | $5.79M | 3.82% | −1,130−1.4% | Reduced |
| State of Wisconsin Investment Board | 83,909 | $6.04M | 0.02% | +27,420+48.5% | Added |
| Mraz, Amerine & Associates, Inc. | 87,798 | $6.32M | 1.14% | −735−0.8% | Reduced |
| Envestnet Asset Management Inc | 92,046 | $6.63M | 0.00% | +2,318+2.6% | Added |
| Keeley-Teton Advisors, LLC | 92,063 | $6.63M | 0.73% | +92,063 | New |
| Schwartz Investment Counsel Inc | 97,200 | $7.00M | 0.25% | 00.0% | Unchanged |
| Swedbank AB | 98,428 | $7.09M | 0.01% | −978−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 100,841 | $7.26M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 101,871 | $7.33M | 0.00% | −6,612−6.1% | Reduced |
| Storebrand Asset Management AS | 102,008 | $7.34M | 0.02% | +7,702+8.2% | Added |
| Renaissance Technologies LLC | 107,900 | $7.77M | 0.01% | +12,900+13.6% | Added |
| CI Private Wealth, LLC | 109,514 | $7.89M | 0.01% | −120,296−52.3% | Reduced |
| RK Asset Management, LLC | 111,302 | $8.01M | 6.16% | +850+0.8% | Added |
| Zuckerman Investment Group, LLC | 113,206 | $8.15M | 0.84% | +1,512+1.4% | Added |
| DnB Asset Management AS | 115,382 | $8.31M | 0.04% | +94,700+457.9% | Added |
| American Century Companies Inc | 117,988 | $8.50M | 0.00% | −2,849−2.4% | Reduced |
| Rhumbline Advisers | 121,258 | $8.73M | 0.01% | −1,437−1.2% | Reduced |
| Brandywine Global Investment Management, LLC | 129,295 | $8.79M | 0.06% | +12,887+11.1% | Added |
| Royal Bank of Canada | 128,984 | $9.29M | 0.00% | +6,974+5.7% | Added |
| Goldman Sachs Group Inc | 136,226 | $9.81M | 0.00% | +12,249+9.9% | Added |
| Wells Fargo & Company | 142,624 | $10.3M | 0.00% | −4,171−2.8% | Reduced |
| Financial Counselors Inc | 153,087 | $11.0M | 0.16% | +406+0.3% | Added |
| Punch & Associates Investment Management, Inc. | 161,518 | $11.6M | 0.65% | +1,442+0.9% | Added |
| Invesco Ltd. | 169,812 | $12.2M | 0.00% | −123,711−42.1% | Reduced |
| Deutsche Bank AG | 174,022 | $12.5M | 0.01% | +2,248+1.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 179,723 | $12.9M | 0.01% | −323−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 185,760 | $13.4M | 0.18% | +185,760 | New |
| Vision Capital Management, Inc. | 187,794 | $13.5M | 1.91% | +3,855+2.1% | Added |
| Harbor Capital Advisors, Inc. | 197,258 | $14.2M | 0.62% | +114,279+137.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 210,903 | $15.2M | 0.06% | −37,560−15.1% | Reduced |
| Balyasny Asset Management LLC | 213,954 | $15.4M | 0.04% | +213,954 | New |
| Legal & General Group Plc | 218,269 | $15.7M | 0.00% | −9,350−4.1% | Reduced |
| California State Teachers Retirement System | 218,308 | $15.7M | 0.02% | +13,789+6.7% | Added |
| Systematic Financial Management LP | 253,855 | $18.3M | 0.47% | +27,450+12.1% | Added |
| Harspring Capital Management, LLC | 255,000 | $18.4M | 4.37% | −28,500−10.1% | Reduced |
| Nuveen Asset Management, LLC | 259,328 | $18.7M | 0.01% | +5,467+2.2% | Added |
| Janus Henderson Group PLC | 277,518 | $20.0M | 0.01% | +1,785+0.6% | Added |
| Third Avenue Management LLC | 284,528 | $20.5M | 3.35% | +190.0% | Added |
| Swiss National Bank | 287,331 | $20.7M | 0.01% | 00.0% | Unchanged |
| Scout Investments, Inc. | 321,295 | $21.8M | 0.57% | +1,536+0.5% | Added |
| Bank of New York Mellon Corp | 391,889 | $28.2M | 0.01% | +7,213+1.9% | Added |
| First Trust Advisors LP | 427,866 | $30.8M | 0.03% | +52,610+14.0% | Added |
| UBS Asset Management Americas Inc | 463,691 | $33.4M | 0.01% | +4,073+0.9% | Added |
| Bruce & Co., Inc. | 507,550 | $36.5M | 10.64% | −35,400−6.5% | Reduced |
| Northern Trust Corp | 512,926 | $36.9M | 0.01% | −28,506−5.3% | Reduced |
| Tweedy, Browne Co LLC | 598,368 | $43.1M | 2.05% | −3,562−0.6% | Reduced |
| Morgan Stanley | 689,151 | $49.6M | 0.00% | −23,438−3.3% | Reduced |
| Charles Schwab Investment Management Inc | 709,919 | $51.1M | 0.01% | +66,625+10.4% | Added |
| Norges Bank | 908,381 | $65.4M | 0.01% | 00.0% | Unchanged |
| Scharf Investments, LLC | 1,033,451 | $74.4M | 2.05% | +762+0.1% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,049,055 | $75.5M | 1.94% | +139,755+15.4% | Added |
| Reinhart Partners, Inc. | 1,070,646 | $77.1M | 2.93% | −401,037−27.3% | Reduced |
| Artisan Partners Limited Partnership | 1,324,252 | $95.3M | 0.14% | −13,829−1.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,375,107 | $99.0M | 0.32% | −54,576−3.8% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 1,539,795 | $110.9M | 0.37% | +215,600+16.3% | Added |
| Geode Capital Management, LLC | 1,584,986 | $113.9M | 0.01% | +8,469+0.5% | Added |
| Southpoint Capital Advisors LP | 1,670,000 | $120.2M | 2.85% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,725,937 | $124.3M | 0.02% | −340,230−16.5% | Reduced |
| State Street Corp | 2,384,047 | $171.7M | 0.01% | +14,603+0.6% | Added |
| Smead Capital Management, Inc. | 2,431,771 | $175.1M | 2.50% | +104,652+4.5% | Added |
| FMR LLC | 2,626,003 | $189.1M | 0.01% | −290,771−10.0% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,403,736 | $245.1M | 3.94% | −141,484−4.0% | Reduced |
| Dimensional Fund Advisors LP | 3,817,771 | $274.9M | 0.07% | −70,398−1.8% | Reduced |
| BlackRock, Inc. | 6,046,289 | $435.3M | 0.01% | +6,046,289 | New |
| Yacktman Asset Management LP | 6,312,011 | $454.5M | 4.66% | −748,913−10.6% | Reduced |
| Vanguard Group Inc | 9,266,746 | $667.2M | 0.01% | +13,979+0.2% | Added |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −38,235−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −33,280−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −32,661−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,189−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −15,118−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −15,709−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −7,439−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −7,115−100.0% | Sold out |