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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $64 | 0.00% | −16,063−100.0% | Reduced |
| MV Capital Management, Inc. | 1 | $65 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 2 | $129 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3 | $192 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 6 | $384 | 0.00% | +6 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $576 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 9 | $576 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $576 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 12 | $769 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $897 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +4+23.5% | Added |
| True Wealth Design, LLC | 18 | $1.15K | 0.00% | +2+12.5% | Added |
| Private Wealth Management Group, LLC | 23 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.67K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 29 | $1.86K | 0.00% | −13−31.0% | Reduced |
| Assetmark, Inc | 29 | $1.86K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 29 | $1.86K | 0.00% | −6−17.1% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.24K | 0.00% | −35−50.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.31K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $2.31K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 39 | $2.50K | 0.00% | −1−2.5% | Reduced |
| Red Tortoise LLC | 44 | $2.82K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $3.65K | 0.00% | −15−20.8% | Reduced |
| High Note Wealth, LLC | 71 | $4.55K | 0.00% | +71 | New |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $6.92K | 0.00% | +108 | New |
| Parkside Financial Bank & Trust | 108 | $6.92K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 140 | $8.00K | 0.00% | +42+42.9% | Added |
| Farther Finance Advisors, LLC | 126 | $8.07K | 0.00% | −59−31.9% | Reduced |
| Skopos Labs, Inc. | 135 | $8.65K | 0.00% | +73+117.7% | Added |
| JFS Wealth Advisors, LLC | 136 | $8.71K | 0.00% | −7−4.9% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $9.16K | 0.00% | −18−11.2% | Reduced |
| Golden State Wealth Management, LLC | 156 | $10.0K | 0.00% | +156 | New |
| Bell Investment Advisors, Inc | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 191 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 207 | $13.3K | 0.00% | +207 | New |
| YANKCOM Partnership | 220 | $14.1K | 0.01% | +220 | New |
| Exchange Traded Concepts, LLC | 222 | $14.2K | 0.00% | +222 | New |
| IFP Advisors, Inc | 232 | $14.9K | 0.00% | +4+1.8% | Added |
| Lindbrook Capital, LLC | 234 | $15.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 240 | $15.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $19.7K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 330 | $21.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 344 | $22.0K | 0.00% | +109+46.4% | Added |
| Smartleaf Asset Management LLC | 387 | $24.7K | 0.00% | +55+16.6% | Added |
| Fifth Third Bancorp | 399 | $25.6K | 0.00% | +210+111.1% | Added |
| Kennebec Savings Bank | 411 | $25.7K | 0.03% | −116−22.0% | Reduced |
| Ci Investments Inc. | 434 | $28.0K | 0.00% | +130+42.8% | Added |
| Ostrum Asset Management | 450 | $28.8K | 0.00% | −21−4.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 453 | $28.9K | 0.00% | +44+10.8% | Added |
| R Squared Ltd | 470 | $30.1K | 0.03% | +470 | New |
| Quadrant Capital Group LLC | 531 | $34.0K | 0.00% | −27−4.8% | Reduced |
| First Horizon Advisors, Inc. | 535 | $34.3K | 0.00% | +136+34.1% | Added |
| CoreCap Advisors, LLC | 568 | $36.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 578 | $37.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 619 | $39.6K | 0.00% | +15+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 630 | $40.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 696 | $44.6K | 0.00% | +134+23.8% | Added |
| Jones Financial Companies LLLP | 727 | $46.6K | 0.00% | +592+438.5% | Added |
| AdvisorNet Financial, Inc | 761 | $48.7K | 0.00% | +1+0.1% | Added |
| Versant Capital Management, Inc | 796 | $51.0K | 0.01% | +757+1,941.0% | Added |
| Capital Investment Advisory Services, LLC | 810 | $51.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 845 | $54.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 855 | $54.8K | 0.02% | +855 | New |
| CVA Family Office, LLC | 900 | $57.6K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 918 | $58.8K | 0.05% | +918 | New |
| CIBC Private Wealth Group, LLC | 1,001 | $63.3K | 0.00% | +900+891.1% | Added |
| Tower Research Capital LLC (TRC) | 994 | $63.7K | 0.00% | −2,551−72.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,082 | $69.3K | 0.00% | −184−14.5% | Reduced |
| Corebridge Financial, Inc. | 1,196 | $76.6K | 0.00% | −61−4.9% | Reduced |
| CWM, LLC | 1,371 | $88.0K | 0.00% | +74+5.7% | Added |
| Signaturefd, LLC | 1,449 | $92.8K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,584 | $101.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,608 | $103.0K | 0.02% | +15+0.9% | Added |
| Parallel Advisors, LLC | 1,977 | $126.6K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 2,025 | $130.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,293 | $146.9K | 0.00% | −351−13.3% | Reduced |
| Rothschild Investment LLC | 2,300 | $147.3K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,156 | $202.1K | 0.00% | +412+15.0% | Added |
| National Bank of Canada | 3,211 | $205.7K | 0.00% | +403+14.4% | Added |
| Arete Wealth Advisors, LLC | 3,235 | $206.0K | 0.01% | +3,235 | New |
| EntryPoint Capital, LLC | 3,325 | $213.0K | 0.09% | +3,325 | New |
| Bank of Nova Scotia | 3,412 | $218.5K | 0.00% | −1,291−27.5% | Reduced |
| State of Michigan Retirement System | 3,454 | $221.2K | 0.00% | −600−14.8% | Reduced |
| Apollon Wealth Management, LLC | 3,463 | $221.8K | 0.01% | +184+5.6% | Added |
| Aigen Investment Management, LP | 3,489 | $223.5K | 0.04% | +3,489 | New |
| LRI Investments, LLC | 3,609 | $231.2K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 3,674 | $235.3K | 0.00% | −59−1.6% | Reduced |
| Prudential Financial Inc | 3,773 | $241.7K | 0.00% | −16,245−81.2% | Reduced |
| Credit Agricole S A | 3,811 | $244.1K | 0.00% | +1,411+58.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,835 | $245.6K | 0.00% | −25−0.6% | Reduced |
| HighTower Advisors, LLC | 3,993 | $255.7K | 0.00% | −170−4.1% | Reduced |
| Argent Trust Co | 4,070 | $260.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,119 | $263.8K | 0.00% | +1,162+39.3% | Added |
| BSW Wealth Partners | 4,204 | $269.3K | 0.04% | +305+7.8% | Added |
| Squarepoint Ops LLC | 4,235 | $271.3K | 0.00% | −10,915−72.0% | Reduced |