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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, Q4 2024

Institutional positions in U-Haul Holding Co as of Dec 31, 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
314
+27 vs. Q3 2024
Shares held
64.2M
+1.08M (+1.7%) vs. Q3 2024
Total value
$4.11B
−$431.8M (−9.5%) vs. Q3 2024
New holders
47
105 more added
Sold out
20
106 more reduced

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 314 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 268 institutionsQ1 2023: 278 institutionsQ2 2023: 280 institutionsQ3 2023: 253 institutionsQ4 2023: 281 institutionsQ1 2024: 285 institutionsQ2 2024: 282 institutionsQ3 2024: 292 institutionsQ4 2024: 314 institutionsQ1 2025: 324 institutionsQ2 2025: 323 institutionsQ3 2025: 336 institutionsQ4 2025: 313 institutionsQ1 2026: 297 institutionsQ2 2026: 333 institutions
Value heldQ4 2024: $4.11B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $3.47BQ1 2023: $3.25BQ2 2023: $3.14BQ3 2023: $3.29BQ4 2023: $4.44BQ1 2024: $4.20BQ2 2024: $3.84BQ3 2024: $4.57BQ4 2024: $4.11BQ1 2025: $3.81BQ2 2025: $3.49BQ3 2025: $3.31BQ4 2025: $2.97BQ1 2026: $2.81BQ2 2026: $3.66B
Institutions holding UHAL.B and their total value by quarter
QuarterHoldersValue
Q2 2026333$3.66B
Q1 2026297$2.81B
Q4 2025313$2.97B
Q3 2025336$3.31B
Q2 2025323$3.49B
Q1 2025324$3.81B
Q4 2024314$4.11B
Q3 2024292$4.57B
Q2 2024282$3.84B
Q1 2024285$4.20B
Q4 2023281$4.44B
Q3 2023253$3.29B
Q2 2023280$3.14B
Q1 2023278$3.25B
Q4 2022268$3.47B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2024.

Institutions holding UHAL.B in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc9,223,852$590.8M0.01%−42,894−0.5%Reduced
Yacktman Asset Management LP6,182,747$396.0M4.63%−129,264−2.0%Reduced
BlackRock, Inc.5,531,911$354.3M0.01%−514,378−8.5%Reduced
Dimensional Fund Advisors LP3,773,719$241.7M0.06%−44,052−1.2%Reduced
FMR LLC3,626,586$232.3M0.01%+1,000,583+38.1%Added
Abrams Capital Management, L.P.SuperinvestorAbrams Capital3,251,469$208.3M3.35%−152,267−4.5%Reduced
Smead Capital Management, Inc.2,456,781$157.4M2.44%+25,010+1.0%Added
State Street Corp2,295,849$147.0M0.01%−88,198−3.7%Reduced
Southpoint Capital Advisors LP1,800,000$115.3M2.70%+130,000+7.8%Added
Hotchkis & Wiley Capital Management LLC1,680,000$107.6M0.36%+140,205+9.1%Added
Geode Capital Management, LLC1,609,864$102.9M0.01%+24,878+1.6%Added
Reinhart Partners, Inc.1,581,127$101.3M3.90%+510,481+47.7%Added
Artisan Partners Limited Partnership1,324,938$84.9M0.13%+686+0.1%Added
Trian Fund Management, L.P.SuperinvestorTrian Fund Management1,124,700$72.0M1.86%+75,645+7.2%Added
Scharf Investments, LLC996,803$63.8M1.89%−36,648−3.5%Reduced
Norges Bank971,201$62.2M0.01%+62,820+6.9%Added
Pertento Partners LLP739,889$47.4M4.87%+739,889New
Charles Schwab Investment Management Inc723,283$46.3M0.01%+13,364+1.9%Added
Wellington Management Group LLP626,115$40.1M0.01%−1,099,822−63.7%Reduced
Northern Trust Corp599,534$38.4M0.01%+86,608+16.9%Added
Morgan Stanley559,565$35.8M0.00%−129,586−18.8%Reduced
Eminence Capital, LP548,799$35.2M0.54%+548,799New
Tweedy, Browne Co LLC489,431$31.3M2.11%−108,937−18.2%Reduced
Impactive Capital LP487,044$31.2M1.28%+487,044New
Bruce & Co., Inc.467,000$29.9M9.60%−40,550−8.0%Reduced
Bayberry Capital Partners LP447,553$28.7M10.92%+447,553New
UBS Asset Management Americas Inc446,565$28.6M0.01%−17,126−3.7%Reduced
Bank of New York Mellon Corp389,956$25.0M0.00%−1,933−0.5%Reduced
Raymond James Financial Inc370,904$23.8M0.01%+370,904New
State of Wisconsin Investment Board283,190$18.1M0.05%+199,281+237.5%Added
Janus Henderson Group PLC281,853$18.1M0.01%+4,335+1.6%Added
Swiss National Bank274,231$17.6M0.01%−13,100−4.6%Reduced
Systematic Financial Management LP263,741$16.9M0.43%+9,886+3.9%Added
Third Avenue Management LLC249,865$16.0M3.10%−34,663−12.2%Reduced
California State Teachers Retirement System243,158$15.6M0.02%+24,850+11.4%Added
Harspring Capital Management, LLC230,000$14.7M4.19%−25,000−9.8%Reduced
Fuller & Thaler Asset Management, Inc.218,768$14.0M0.05%+7,865+3.7%Added
First Trust Advisors LP215,588$13.8M0.01%−212,278−49.6%Reduced
Legal & General Group Plc201,809$12.9M0.00%−16,460−7.5%Reduced
Harbor Capital Advisors, Inc.198,770$12.7M0.56%+1,512+0.8%Added
Invesco Ltd.191,006$12.2M0.00%+21,194+12.5%Added
Segall Bryant & Hamill, LLC180,193$11.5M0.16%−5,567−3.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.177,019$11.3M0.01%−2,704−1.5%Reduced
Vision Capital Management, Inc.173,980$11.1M1.64%−13,814−7.4%Reduced
Deutsche Bank AG169,845$10.9M0.00%−4,177−2.4%Reduced
Wells Fargo & Company169,693$10.9M0.00%+27,069+19.0%Added
Nuveen Asset Management, LLC164,943$10.6M0.00%−94,385−36.4%Reduced
Financial Counselors Inc153,017$9.80M0.14%−700.0%Reduced
Goldman Sachs Group Inc130,277$8.34M0.00%−5,949−4.4%Reduced
Applied Fundamental Research, LLC130,083$8.33M6.52%+130,083New
Royal Bank of Canada127,266$8.15M0.00%−1,718−1.3%Reduced
UBS Group AG123,288$7.90M0.00%+59,970+94.7%Added
Rhumbline Advisers121,791$7.80M0.01%+533+0.4%Added
Brandywine Global Investment Management, LLC120,076$7.69M0.06%−9,219−7.1%Reduced
Zuckerman Investment Group, LLC114,587$7.22M0.69%+1,381+1.2%Added
Renaissance Technologies LLC110,300$7.06M0.01%+2,400+2.2%Added
RK Asset Management, LLC108,542$6.95M5.68%−2,760−2.5%Reduced
Storebrand Asset Management AS103,340$6.62M0.02%+1,332+1.3%Added
CI Private Wealth, LLC103,256$6.61M0.01%−6,258−5.7%Reduced
State Board of Administration of Florida Retirement System100,841$6.46M0.01%00.0%Unchanged
Schwartz Investment Counsel Inc97,200$6.23M0.22%00.0%Unchanged
Keeley-Teton Advisors, LLC96,828$6.20M0.72%+4,765+5.2%Added
American Century Companies Inc96,134$6.16M0.00%−21,854−18.5%Reduced
Envestnet Asset Management Inc94,075$6.03M0.00%+2,029+2.2%Added
Yost Capital Management, LP90,000$5.76M6.41%+90,000New
Punch & Associates Investment Management, Inc.88,265$5.65M0.31%−73,253−45.4%Reduced
Mraz, Amerine & Associates, Inc.87,387$5.60M1.00%−411−0.5%Reduced
Balyasny Asset Management LLC85,146$5.45M0.01%−128,808−60.2%Reduced
Bank of America Corp81,692$5.23M0.00%−20,179−19.8%Reduced
Diversified Investment Strategies, LLC80,646$5.17M3.37%+275+0.3%Added
Victory Capital Management Inc77,521$4.97M0.00%+23,846+44.4%Added
New York State Common Retirement Fund74,253$4.76M0.01%−3,000−3.9%Reduced
Treasurer of the State of North Carolina70,412$4.51M0.02%+24,144+52.2%Added
Amundi69,893$4.42M0.00%−9,478−11.9%Reduced
Great West Life Assurance Co66,463$4.26M0.01%+705+1.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.64,167$4.11M0.00%00.0%Unchanged
Price T Rowe Associates Inc63,487$4.07M0.00%+5,078+8.7%Added
Swedbank AB63,433$4.06M0.00%−34,995−35.6%Reduced
Ameriprise Financial Inc61,658$3.95M0.00%−330−0.5%Reduced
Capula Management Ltd60,790$3.89M0.03%+27,215+81.1%Added
Andra AP-fonden60,500$3.88M0.06%+2,373+4.1%Added
Susquehanna International Group, LLP59,775$3.83M0.01%+51,459+618.8%Added
JPMorgan Chase & Co58,931$3.77M0.00%−21,385−26.6%Reduced
Knightsbridge Asset Management, LLC57,426$3.68M0.85%−1,659−2.8%Reduced
DnB Asset Management AS55,793$3.57M0.02%−59,589−51.6%Reduced
Kerrisdale Advisers, LLC55,241$3.54M1.20%00.0%Unchanged
Richard Bernstein Advisors LLC51,821$3.32M0.08%00.0%Unchanged
Logan Stone Capital, LLC51,550$3.30M1.11%+51,550New
Oppenheimer & Close, LLC48,149$3.08M2.54%−950−1.9%Reduced
Mitsubishi UFJ Trust & Banking Corp46,366$2.97M0.01%−348−0.7%Reduced
Susquehanna Fundamental Investments, LLC45,381$2.91M0.05%+45,381New
Barclays PLC42,902$2.75M0.00%−26,547−38.2%Reduced
Korea Investment CORP42,274$2.71M0.01%+25,266+148.6%Added
Orvieto Partners, L.P.40,550$2.60M2.19%+40,550New
Pictet Asset Management Holding SA40,305$2.58M0.00%+5,040+14.3%Added
Mn Services Vermogensbeheer B.V.39,200$2.51M0.02%00.0%Unchanged
LPL Financial LLC38,703$2.48M0.00%+371+1.0%Added
Voya Investment Management LLC38,396$2.46M0.00%−1,462−3.7%Reduced
State of Alaska, Department of Revenue38,030$2.44M0.03%00.0%Unchanged
Asset Management One Co.,Ltd.37,839$2.43M0.01%−803−2.1%Reduced