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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

Q4 2024 vs. Q3 2024

How the institutions holding U-Haul Holding Co changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UHAL.B: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2925314+27
Shares63.5M387.3K64.2M+1.08M (+1.7%)
Value$4.57B$26.6M$4.11B−$431.8M (−9.5%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held U-Haul Holding Co at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to UHAL.B in Q4 2024
InstitutionSharesValue% of portfolio
Pertento Partners LLP739,889$47.4M4.87%
Eminence Capital, LP548,799$35.2M0.54%
Impactive Capital LP487,044$31.2M1.28%
Bayberry Capital Partners LP447,553$28.7M10.92%
Raymond James Financial Inc370,904$23.8M0.01%
Applied Fundamental Research, LLC130,083$8.33M6.52%
Yost Capital Management, LP90,000$5.76M6.41%
Logan Stone Capital, LLC51,550$3.30M1.11%
Susquehanna Fundamental Investments, LLC45,381$2.91M0.05%
Orvieto Partners, L.P.40,550$2.60M2.19%
Police & Firemen's Retirement System of New Jersey35,899$2.30M0.02%
Public Employees Retirement System of Ohio34,448$2.21M0.01%
Inkwell Capital LLC31,560$2.02M2.16%
Miracle Mile Advisors, LLC31,243$2.00M0.04%
Lansforsakringar Fondforvaltning AB (publ)31,098$1.99M0.01%
D. E. Shaw & Co., Inc.28,972$1.86M0.00%
BNP Paribas Arbitrage, SA26,661$1.71M0.00%
KLP Kapitalforvaltning AS23,600$1.51M0.01%
Verition Fund Management LLC17,613$1.13M0.01%
ExodusPoint Capital Management, LP17,194$1.10M0.01%
Robotti Robert17,100$1.10M0.19%
Lodestone Wealth Management LLC16,470$1.05M0.53%
Marshall Wace, LLP11,740$751.9K0.00%
Maven Securities LTD11,611$743.7K0.12%
Holocene Advisors, LP10,556$676.1K0.00%
IFG Advisory, LLC6,004$384.6K0.02%
BI Asset Management Fondsmaeglerselskab A/S4,794$307.0K0.00%
Aigen Investment Management, LP3,489$223.5K0.04%
EntryPoint Capital, LLC3,325$213.0K0.09%
Arete Wealth Advisors, LLC3,235$206.0K0.01%
Putney Financial Group LLC918$58.8K0.05%
Financial Perspectives, Inc855$54.8K0.02%
R Squared Ltd470$30.1K0.03%
Exchange Traded Concepts, LLC222$14.2K0.00%
YANKCOM Partnership220$14.1K0.01%
Spire Wealth Management207$13.3K0.00%
Golden State Wealth Management, LLC156$10.0K0.00%
Private Trust Co NA108$6.92K0.00%
High Note Wealth, LLC71$4.55K0.00%
SBI Securities Co., Ltd.36$2.31K0.00%
Assetmark, Inc29$1.86K0.00%
Cassady Schiller Wealth Management, LLC9$5760.00%
Global Financial Private Client, LLC9$5760.00%
Principia Wealth Advisory, LLC9$5760.00%
Parkworth Wealth Management, Inc.6$3840.00%
Principal Securities, Inc.3$1920.00%
MV Capital Management, Inc.1$650.00%

Sold out (20)

Institutions that held U-Haul Holding Co at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (5)

Institutions that held U-Haul Holding Co at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UHAL.B in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Scout Investments, Inc.321,295$21.8M
Raymond James & Associates60,258$4.34M
Raymond James Trust N.A.3,941$283.8K
Rakuten Investment Management, Inc.1,776$128.4K
First Personal Financial Services2$144