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 |
|---|---|---|---|---|---|
| Ashton Thomas Securities, LLC | 32,939 | $2.37M | 0.46% | +9,239+39.0% | Added |
| Oddo BHF Asset Management SAS | 32,498 | $2.34M | 0.12% | +32,498 | New |
| Oppenheimer Asset Management Inc. | 32,426 | $2.33M | 0.03% | +111+0.3% | Added |
| Russell Investments Group, Ltd. | 31,556 | $2.28M | 0.00% | +278+0.9% | Added |
| Ensign Peak Advisors, Inc | 31,099 | $2.24M | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 30,402 | $2.19M | 0.01% | −497−1.6% | Reduced |
| Carnegie Lake Advisors LLC | 29,330 | $2.11M | 0.84% | +29,330 | New |
| Voloridge Investment Management, LLC | 28,865 | $2.08M | 0.01% | +126+0.4% | Added |
| Arizona State Retirement System | 27,807 | $2.00M | 0.01% | +1,145+4.3% | Added |
| STRS Ohio | 26,896 | $1.94M | 0.01% | −1,329−4.7% | Reduced |
| Nomura Asset Management Co Ltd | 25,673 | $1.85M | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,200 | $1.81M | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 24,507 | $1.76M | 0.05% | −6,516−21.0% | Reduced |
| Intech Investment Management LLC | 23,877 | $1.72M | 0.02% | +20,499+606.8% | Added |
| Ancora Advisors, LLC | 23,231 | $1.67M | 0.04% | −5,029−17.8% | Reduced |
| Manufacturers Life Insurance Company, The | 22,378 | $1.61M | 0.00% | +15,739+237.1% | Added |
| Ethic Inc. | 23,787 | $1.57M | 0.04% | +207+0.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.51M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 21,000 | $1.51M | 0.01% | +700+3.4% | Added |
| Citigroup Inc | 20,975 | $1.51M | 0.00% | −6,612−24.0% | Reduced |
| Janney Montgomery Scott LLC | 20,184 | $1.45M | 0.00% | +20,184 | New |
| Stifel Financial Corp | 20,176 | $1.45M | 0.00% | −2,578−11.3% | Reduced |
| Prudential Financial Inc | 20,018 | $1.44M | 0.00% | −2,800−12.3% | Reduced |
| Mariner, LLC | 19,914 | $1.43M | 0.00% | +5,486+38.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 19,717 | $1.42M | 0.47% | −100−0.5% | Reduced |
| Skylands Capital, LLC | 19,045 | $1.37M | 0.19% | −7,600−28.5% | Reduced |
| Dark Forest Capital Management LP | 18,373 | $1.32M | 0.17% | +18,373 | New |
| Neuberger Berman Group LLC | 17,861 | $1.29M | 0.00% | +1,439+8.8% | Added |
| Korea Investment CORP | 17,008 | $1.22M | 0.00% | −2,300−11.9% | Reduced |
| Atria Investments LLC | 16,864 | $1.21M | 0.02% | +246+1.5% | Added |
| IFM Investors Pty Ltd | 16,853 | $1.21M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 16,607 | $1.20M | 0.02% | +74+0.4% | Added |
| DekaBank Deutsche Girozentrale | 16,772 | $1.19M | 0.00% | +999+6.3% | Added |
| Utah Retirement Systems | 16,497 | $1.19M | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 16,192 | $1.17M | 0.01% | −2,396−12.9% | Reduced |
| Quest Partners LLC | 16,064 | $1.16M | 0.10% | +16,064 | New |
| Occudo Quantitative Strategies LP | 15,993 | $1.15M | 0.21% | +50+0.3% | Added |
| 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 |
| Los Angeles Capital Management LLC | 15,413 | $1.11M | 0.00% | +15,413 | New |
| Hyperion Capital Advisors LP | 15,360 | $1.11M | 0.52% | −4,300−21.9% | Reduced |
| Squarepoint Ops LLC | 15,150 | $1.09M | 0.00% | −1,534−9.2% | Reduced |
| Advisor Group Holdings, Inc. | 15,115 | $1.09M | 0.00% | +5,509+57.3% | Added |
| Greenleaf Trust | 14,950 | $1.08M | 0.01% | −48−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 14,536 | $1.05M | 0.13% | −233−1.6% | Reduced |
| Millennium Management LLC | 14,285 | $1.03M | 0.00% | +6,801+90.9% | Added |
| Commonwealth Equity Services, LLC | 13,963 | $1.00M | 0.00% | +48+0.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,173 | $948.5K | 0.00% | +39+0.3% | Added |
| Macquarie Group Ltd | 12,710 | $915.1K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12,308 | $886.2K | 0.00% | +2,915+31.0% | Added |
| Nissay Asset Management Corp | 12,224 | $880.1K | 0.01% | +324+2.7% | Added |
| Xponance, Inc. | 11,988 | $863.1K | 0.01% | −489−3.9% | Reduced |
| Quantinno Capital Management LP | 11,751 | $846.1K | 0.01% | +860+7.9% | Added |
| Franklin Resources Inc | 12,329 | $838.2K | 0.00% | +12,329 | New |
| Public Employees Retirement Association of Colorado | 10,653 | $767.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 9,574 | $689.3K | 0.01% | +4,549+90.5% | Added |
| Legacy Wealth Asset Management, LLC | 8,697 | $626.2K | 0.17% | +66+0.8% | Added |
| Susquehanna International Group, LLP | 8,316 | $598.8K | 0.00% | +427+5.4% | Added |
| AQR Capital Management LLC | 8,200 | $590.4K | 0.00% | +2,937+55.8% | Added |
| TD Asset Management Inc | 8,090 | $585.1K | 0.00% | +300+3.9% | Added |
| Creative Planning | 7,959 | $573.1K | 0.00% | −4−0.1% | Reduced |
| Viawealth, LLC | 7,708 | $555.0K | 0.32% | 00.0% | Unchanged |
| Bank of Montreal | 7,501 | $542.5K | 0.00% | +319+4.4% | Added |
| Principal Financial Group Inc | 7,312 | $526.5K | 0.00% | −703−8.8% | Reduced |
| Janney Capital Management LLC | 7,312 | $526.0K | 0.04% | +7,312 | New |
| Nordea Investment Management AB | 7,250 | $524.7K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 7,483 | $508.8K | 0.00% | +2,291+44.1% | Added |
| Daiwa Securities Group Inc. | 7,037 | $507.0K | 0.00% | +300+4.5% | Added |
| SEI Investments Co | 6,839 | $492.4K | 0.00% | +39+0.6% | Added |
| Cetera Investment Advisers | 6,767 | $487.2K | 0.00% | −122−1.8% | Reduced |
| Brevan Howard Capital Management LP | 6,587 | $474.3K | 0.02% | +6,587 | New |
| 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 |
| Prudential PLC | 6,238 | $449.1K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 6,157 | $443.3K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 5,936 | $427.0K | 0.00% | −5,563−48.4% | Reduced |
| The PNC Financial Services Group, Inc. | 5,740 | $413.3K | 0.00% | +672+13.3% | Added |
| Maryland State Retirement & Pension System | 5,728 | $412.4K | 0.01% | −1,990−25.8% | Reduced |
| SG Americas Securities, LLC | 5,713 | $411.0K | 0.00% | −5,873−50.7% | Reduced |
| CIBC World Markets Corp | 5,656 | $407.2K | 0.00% | +5,656 | New |
| Keybank National Association | 5,509 | $396.6K | 0.00% | +423+8.3% | Added |
| Nisa Investment Advisors, LLC | 5,480 | $394.6K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,454 | $392.7K | 0.03% | −8,559−61.1% | Reduced |
| Baker Ellis Asset Management LLC | 5,310 | $382.3K | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,220 | $375.8K | 0.00% | +266+5.4% | Added |
| M&T Bank Corp | 5,172 | $372.4K | 0.00% | +492+10.5% | Added |
| CIBC Asset Management Inc | 5,088 | $366.3K | 0.00% | +162+3.3% | Added |
| Cerity Partners LLC | 5,004 | $360.3K | 0.00% | +1,111+28.5% | Added |
| Stratos Wealth Partners, LTD. | 4,962 | $357.3K | 0.01% | +4,962 | New |
| Sequoia Financial Advisors, LLC | 4,789 | $344.8K | 0.00% | +33+0.7% | Added |
| Bank of Nova Scotia | 4,703 | $338.6K | 0.00% | −37−0.8% | Reduced |
| Synovus Financial Corp | 4,588 | $330.3K | 0.00% | +4,588 | New |
| Independent Financial Group, LLC | 4,500 | $324.0K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,477 | $322.3K | 0.01% | +4,477 | New |
| HighTower Advisors, LLC | 4,163 | $300.0K | 0.00% | −6−0.1% | Reduced |
| Proficio Capital Partners LLC | 4,133 | $297.6K | 0.03% | +106+2.6% | Added |
| Axq Capital, LP | 4,111 | $296.0K | 0.09% | +4,111 | New |
| Argent Trust Co | 4,070 | $293.0K | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 4,054 | $291.9K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,941 | $283.8K | 0.01% | +3,941 | New |