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 |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 4,278 | $274.0K | 0.00% | +354+9.0% | Added |
| Proficio Capital Partners LLC | 4,320 | $276.7K | 0.02% | +187+4.5% | Added |
| M&T Bank Corp | 4,342 | $278.1K | 0.00% | −830−16.0% | Reduced |
| CIBC World Markets Corp | 4,392 | $281.3K | 0.00% | −1,264−22.3% | Reduced |
| Independent Financial Group, LLC | 4,500 | $288.2K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,525 | $289.8K | 0.01% | −2,062−31.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,794 | $307.0K | 0.00% | +4,794 | New |
| Stratos Wealth Partners, LTD. | 4,800 | $307.4K | 0.00% | −162−3.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,925 | $315.5K | 0.00% | +136+2.8% | Added |
| Axq Capital, LP | 5,280 | $338.2K | 0.15% | +1,169+28.4% | Added |
| CIBC Asset Management Inc | 5,374 | $344.2K | 0.00% | +286+5.6% | Added |
| Cerity Partners LLC | 5,399 | $348.0K | 0.00% | +395+7.9% | Added |
| Roundview Capital LLC | 5,454 | $349.3K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,480 | $351.0K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,500 | $352.4K | 0.00% | +280+5.4% | Added |
| Keybank National Association | 5,509 | $352.9K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 5,543 | $355.0K | 0.01% | −614−10.0% | Reduced |
| Maryland State Retirement & Pension System | 5,728 | $366.9K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5,823 | $373.0K | 0.05% | −12,550−68.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,856 | $375.1K | 0.00% | +116+2.0% | Added |
| Baker Ellis Asset Management LLC | 5,910 | $378.5K | 0.06% | +600+11.3% | Added |
| Amalgamated Bank | 5,920 | $379.0K | 0.00% | −16−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,941 | $380.9K | 0.00% | +1,464+32.7% | Added |
| IFG Advisory, LLC | 6,004 | $384.6K | 0.02% | +6,004 | New |
| Prudential PLC | 6,238 | $399.5K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,485 | $415.4K | 0.00% | −51−0.8% | Reduced |
| Cetera Investment Advisers | 6,744 | $431.9K | 0.00% | −23−0.3% | Reduced |
| Principal Financial Group Inc | 6,910 | $442.6K | 0.00% | −402−5.5% | Reduced |
| Viawealth, LLC | 7,161 | $458.7K | 0.28% | −547−7.1% | Reduced |
| Bank of Montreal | 7,191 | $460.6K | 0.00% | −310−4.1% | Reduced |
| Advisor Group Holdings, Inc. | 7,227 | $462.8K | 0.00% | −7,888−52.2% | Reduced |
| Nordea Investment Management AB | 7,250 | $466.8K | 0.00% | 00.0% | Unchanged |
| Janney Capital Management LLC | 7,321 | $469.0K | 0.03% | +9+0.1% | Added |
| Allworth Financial LP | 7,562 | $494.7K | 0.00% | +6,743+823.3% | Added |
| Daiwa Securities Group Inc. | 7,737 | $496.0K | 0.00% | +700+9.9% | Added |
| Creative Planning | 7,930 | $507.9K | 0.00% | −29−0.4% | Reduced |
| SEI Investments Co | 8,067 | $516.7K | 0.00% | +1,228+18.0% | Added |
| O'Shaughnessy Asset Management, LLC | 8,203 | $525.4K | 0.00% | +720+9.6% | Added |
| SG Americas Securities, LLC | 8,305 | $532.0K | 0.00% | +2,592+45.4% | Added |
| Omers Administration Corp | 8,622 | $552.2K | 0.00% | +5,300+159.5% | Added |
| AQR Capital Management LLC | 8,892 | $569.5K | 0.00% | +692+8.4% | Added |
| Intech Investment Management LLC | 8,896 | $569.8K | 0.01% | −14,981−62.7% | Reduced |
| KBC Group NV | 9,160 | $587.0K | 0.00% | +6,705+273.1% | Added |
| Legacy Wealth Asset Management, LLC | 9,200 | $589.3K | 0.16% | +503+5.8% | Added |
| TD Asset Management Inc | 9,290 | $595.0K | 0.00% | +1,200+14.8% | Added |
| Holocene Advisors, LP | 10,556 | $676.1K | 0.00% | +10,556 | New |
| Public Employees Retirement Association of Colorado | 10,653 | $682.0K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 10,819 | $691.9K | 0.01% | +7,240+202.3% | Added |
| Maven Securities LTD | 11,611 | $743.7K | 0.12% | +11,611 | New |
| Marshall Wace, LLP | 11,740 | $751.9K | 0.00% | +11,740 | New |
| Franklin Resources Inc | 12,010 | $769.2K | 0.00% | −319−2.6% | Reduced |
| Macquarie Group Ltd | 12,176 | $779.9K | 0.00% | −534−4.2% | Reduced |
| Nissay Asset Management Corp | 12,221 | $784.1K | 0.00% | −30.0% | Reduced |
| Xponance, Inc. | 12,993 | $832.2K | 0.01% | +1,005+8.4% | Added |
| Toronto Dominion Bank | 13,133 | $841.2K | 0.00% | +825+6.7% | Added |
| Millennium Management LLC | 13,138 | $841.5K | 0.00% | −1,147−8.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,055 | $900.0K | 0.00% | +92+0.7% | Added |
| Greenleaf Trust | 14,877 | $952.9K | 0.01% | −73−0.5% | Reduced |
| Institute for Wealth Management, LLC. | 15,319 | $981.2K | 0.12% | +783+5.4% | Added |
| Hyperion Capital Advisors LP | 15,360 | $983.8K | 0.51% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,413 | $987.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,712 | $1.01M | 0.02% | −7,519−32.4% | Reduced |
| Brinker Capital Investments, LLC | 15,770 | $1.01M | 0.01% | −117−0.7% | Reduced |
| Orion Portfolio Solutions, LLC | 15,770 | $1.01M | 0.01% | −117−0.7% | Reduced |
| Quantinno Capital Management LP | 15,792 | $1.01M | 0.01% | +4,041+34.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,076 | $1.03M | 0.00% | +2,903+22.0% | Added |
| IFM Investors Pty Ltd | 16,102 | $1.03M | 0.01% | −751−4.5% | Reduced |
| Lodestone Wealth Management LLC | 16,470 | $1.05M | 0.53% | +16,470 | New |
| Utah Retirement Systems | 16,497 | $1.06M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 16,772 | $1.06M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 16,979 | $1.09M | 0.01% | +115+0.7% | Added |
| Robotti Robert | 17,100 | $1.10M | 0.19% | +17,100 | New |
| JustInvest LLC | 17,127 | $1.10M | 0.02% | +520+3.1% | Added |
| ExodusPoint Capital Management, LP | 17,194 | $1.10M | 0.01% | +17,194 | New |
| Verition Fund Management LLC | 17,613 | $1.13M | 0.01% | +17,613 | New |
| National Asset Management, Inc. | 17,947 | $1.15M | 0.04% | −6,560−26.8% | Reduced |
| Neuberger Berman Group LLC | 18,053 | $1.16M | 0.00% | +192+1.1% | Added |
| British Columbia Investment Management Corp | 18,583 | $1.19M | 0.01% | +2,391+14.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 19,574 | $1.25M | 0.41% | −143−0.7% | Reduced |
| Citigroup Inc | 19,626 | $1.26M | 0.00% | −1,349−6.4% | Reduced |
| Stifel Financial Corp | 19,666 | $1.26M | 0.00% | −510−2.5% | Reduced |
| Russell Investments Group, Ltd. | 20,351 | $1.30M | 0.00% | −11,205−35.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.34M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,247 | $1.36M | 0.00% | −1,131−5.1% | Reduced |
| KLP Kapitalforvaltning AS | 23,600 | $1.51M | 0.01% | +23,600 | New |
| Handelsbanken Fonder AB | 24,000 | $1.54M | 0.01% | +3,000+14.3% | Added |
| Oddo BHF Asset Management SAS | 24,830 | $1.59M | 0.08% | −7,668−23.6% | Reduced |
| RBF Capital, LLC | 25,200 | $1.61M | 0.08% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 25,673 | $1.64M | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 26,661 | $1.71M | 0.00% | +26,661 | New |
| Mariner, LLC | 27,038 | $1.73M | 0.00% | +7,124+35.8% | Added |
| Janney Montgomery Scott LLC | 27,679 | $1.77M | 0.00% | +7,495+37.1% | Added |
| Resona Asset Management Co.,Ltd. | 28,130 | $1.80M | 0.01% | −2,272−7.5% | Reduced |
| Arizona State Retirement System | 28,191 | $1.81M | 0.01% | +384+1.4% | Added |
| Skylands Capital, LLC | 28,745 | $1.84M | 0.26% | +9,700+50.9% | Added |
| STRS Ohio | 28,789 | $1.84M | 0.01% | +1,893+7.0% | Added |
| D. E. Shaw & Co., Inc. | 28,972 | $1.86M | 0.00% | +28,972 | New |
| Brasada Capital Management, LP | 30,712 | $1.92M | 0.34% | −3,259−9.6% | Reduced |
| Carnegie Lake Advisors LLC | 30,430 | $1.95M | 0.79% | +1,100+3.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 31,098 | $1.99M | 0.01% | +31,098 | New |