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