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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 31,099 | $1.99M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 31,128 | $1.99M | 0.04% | +7,341+30.9% | Added |
| Miracle Mile Advisors, LLC | 31,243 | $2.00M | 0.04% | +31,243 | New |
| HSBC Holdings PLC | 31,289 | $2.00M | 0.00% | −6,477−17.2% | Reduced |
| Inkwell Capital LLC | 31,560 | $2.02M | 2.16% | +31,560 | New |
| Danske Bank A/S | 32,027 | $2.05M | 0.01% | −11,490−26.4% | Reduced |
| Ashton Thomas Securities, LLC | 33,677 | $2.16M | 0.59% | +738+2.2% | Added |
| Oppenheimer Asset Management Inc. | 34,262 | $2.19M | 0.03% | +1,836+5.7% | Added |
| Public Employees Retirement System of Ohio | 34,448 | $2.21M | 0.01% | +34,448 | New |
| Ingalls & Snyder LLC | 35,699 | $2.29M | 0.09% | −1,239−3.4% | Reduced |
| Alliancebernstein L.P. | 35,746 | $2.29M | 0.00% | −1,418−3.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 35,899 | $2.30M | 0.02% | +35,899 | New |
| Chemistry Wealth Management LLC | 36,088 | $2.31M | 0.54% | +537+1.5% | Added |
| State of New Jersey Common Pension Fund D | 37,497 | $2.40M | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 37,839 | $2.43M | 0.01% | −803−2.1% | Reduced |
| State of Alaska, Department of Revenue | 38,030 | $2.44M | 0.03% | 00.0% | Unchanged |
| Voya Investment Management LLC | 38,396 | $2.46M | 0.00% | −1,462−3.7% | Reduced |
| LPL Financial LLC | 38,703 | $2.48M | 0.00% | +371+1.0% | Added |
| Mn Services Vermogensbeheer B.V. | 39,200 | $2.51M | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 40,305 | $2.58M | 0.00% | +5,040+14.3% | Added |
| Orvieto Partners, L.P. | 40,550 | $2.60M | 2.19% | +40,550 | New |
| Korea Investment CORP | 42,274 | $2.71M | 0.01% | +25,266+148.6% | Added |
| Barclays PLC | 42,902 | $2.75M | 0.00% | −26,547−38.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 45,381 | $2.91M | 0.05% | +45,381 | New |
| Mitsubishi UFJ Trust & Banking Corp | 46,366 | $2.97M | 0.01% | −348−0.7% | Reduced |
| Oppenheimer & Close, LLC | 48,149 | $3.08M | 2.54% | −950−1.9% | Reduced |
| Logan Stone Capital, LLC | 51,550 | $3.30M | 1.11% | +51,550 | New |
| Richard Bernstein Advisors LLC | 51,821 | $3.32M | 0.08% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 55,241 | $3.54M | 1.20% | 00.0% | Unchanged |
| DnB Asset Management AS | 55,793 | $3.57M | 0.02% | −59,589−51.6% | Reduced |
| Knightsbridge Asset Management, LLC | 57,426 | $3.68M | 0.85% | −1,659−2.8% | Reduced |
| JPMorgan Chase & Co | 58,931 | $3.77M | 0.00% | −21,385−26.6% | Reduced |
| Susquehanna International Group, LLP | 59,775 | $3.83M | 0.01% | +51,459+618.8% | Added |
| Andra AP-fonden | 60,500 | $3.88M | 0.06% | +2,373+4.1% | Added |
| Capula Management Ltd | 60,790 | $3.89M | 0.03% | +27,215+81.1% | Added |
| Ameriprise Financial Inc | 61,658 | $3.95M | 0.00% | −330−0.5% | Reduced |
| Swedbank AB | 63,433 | $4.06M | 0.00% | −34,995−35.6% | Reduced |
| Price T Rowe Associates Inc | 63,487 | $4.07M | 0.00% | +5,078+8.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 64,167 | $4.11M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 66,463 | $4.26M | 0.01% | +705+1.1% | Added |
| Amundi | 69,893 | $4.42M | 0.00% | −9,478−11.9% | Reduced |
| Treasurer of the State of North Carolina | 70,412 | $4.51M | 0.02% | +24,144+52.2% | Added |
| New York State Common Retirement Fund | 74,253 | $4.76M | 0.01% | −3,000−3.9% | Reduced |
| Victory Capital Management Inc | 77,521 | $4.97M | 0.00% | +23,846+44.4% | Added |
| Diversified Investment Strategies, LLC | 80,646 | $5.17M | 3.37% | +275+0.3% | Added |
| Bank of America Corp | 81,692 | $5.23M | 0.00% | −20,179−19.8% | Reduced |
| Balyasny Asset Management LLC | 85,146 | $5.45M | 0.01% | −128,808−60.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 87,387 | $5.60M | 1.00% | −411−0.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 88,265 | $5.65M | 0.31% | −73,253−45.4% | Reduced |
| Yost Capital Management, LP | 90,000 | $5.76M | 6.41% | +90,000 | New |
| Envestnet Asset Management Inc | 94,075 | $6.03M | 0.00% | +2,029+2.2% | Added |
| American Century Companies Inc | 96,134 | $6.16M | 0.00% | −21,854−18.5% | Reduced |
| Keeley-Teton Advisors, LLC | 96,828 | $6.20M | 0.72% | +4,765+5.2% | Added |
| Schwartz Investment Counsel Inc | 97,200 | $6.23M | 0.22% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 100,841 | $6.46M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 103,256 | $6.61M | 0.01% | −6,258−5.7% | Reduced |
| Storebrand Asset Management AS | 103,340 | $6.62M | 0.02% | +1,332+1.3% | Added |
| RK Asset Management, LLC | 108,542 | $6.95M | 5.68% | −2,760−2.5% | Reduced |
| Renaissance Technologies LLC | 110,300 | $7.06M | 0.01% | +2,400+2.2% | Added |
| Zuckerman Investment Group, LLC | 114,587 | $7.22M | 0.69% | +1,381+1.2% | Added |
| Brandywine Global Investment Management, LLC | 120,076 | $7.69M | 0.06% | −9,219−7.1% | Reduced |
| Rhumbline Advisers | 121,791 | $7.80M | 0.01% | +533+0.4% | Added |
| UBS Group AG | 123,288 | $7.90M | 0.00% | +59,970+94.7% | Added |
| Royal Bank of Canada | 127,266 | $8.15M | 0.00% | −1,718−1.3% | Reduced |
| Applied Fundamental Research, LLC | 130,083 | $8.33M | 6.52% | +130,083 | New |
| Goldman Sachs Group Inc | 130,277 | $8.34M | 0.00% | −5,949−4.4% | Reduced |
| Financial Counselors Inc | 153,017 | $9.80M | 0.14% | −700.0% | Reduced |
| Nuveen Asset Management, LLC | 164,943 | $10.6M | 0.00% | −94,385−36.4% | Reduced |
| Wells Fargo & Company | 169,693 | $10.9M | 0.00% | +27,069+19.0% | Added |
| Deutsche Bank AG | 169,845 | $10.9M | 0.00% | −4,177−2.4% | Reduced |
| Vision Capital Management, Inc. | 173,980 | $11.1M | 1.64% | −13,814−7.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 177,019 | $11.3M | 0.01% | −2,704−1.5% | Reduced |
| Segall Bryant & Hamill, LLC | 180,193 | $11.5M | 0.16% | −5,567−3.0% | Reduced |
| Invesco Ltd. | 191,006 | $12.2M | 0.00% | +21,194+12.5% | Added |
| Harbor Capital Advisors, Inc. | 198,770 | $12.7M | 0.56% | +1,512+0.8% | Added |
| Legal & General Group Plc | 201,809 | $12.9M | 0.00% | −16,460−7.5% | Reduced |
| First Trust Advisors LP | 215,588 | $13.8M | 0.01% | −212,278−49.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 218,768 | $14.0M | 0.05% | +7,865+3.7% | Added |
| Harspring Capital Management, LLC | 230,000 | $14.7M | 4.19% | −25,000−9.8% | Reduced |
| California State Teachers Retirement System | 243,158 | $15.6M | 0.02% | +24,850+11.4% | Added |
| Third Avenue Management LLC | 249,865 | $16.0M | 3.10% | −34,663−12.2% | Reduced |
| Systematic Financial Management LP | 263,741 | $16.9M | 0.43% | +9,886+3.9% | Added |
| Swiss National Bank | 274,231 | $17.6M | 0.01% | −13,100−4.6% | Reduced |
| Janus Henderson Group PLC | 281,853 | $18.1M | 0.01% | +4,335+1.6% | Added |
| State of Wisconsin Investment Board | 283,190 | $18.1M | 0.05% | +199,281+237.5% | Added |
| Raymond James Financial Inc | 370,904 | $23.8M | 0.01% | +370,904 | New |
| Bank of New York Mellon Corp | 389,956 | $25.0M | 0.00% | −1,933−0.5% | Reduced |
| UBS Asset Management Americas Inc | 446,565 | $28.6M | 0.01% | −17,126−3.7% | Reduced |
| Bayberry Capital Partners LP | 447,553 | $28.7M | 10.92% | +447,553 | New |
| Bruce & Co., Inc. | 467,000 | $29.9M | 9.60% | −40,550−8.0% | Reduced |
| Impactive Capital LP | 487,044 | $31.2M | 1.28% | +487,044 | New |
| Tweedy, Browne Co LLC | 489,431 | $31.3M | 2.11% | −108,937−18.2% | Reduced |
| Eminence Capital, LP | 548,799 | $35.2M | 0.54% | +548,799 | New |
| Morgan Stanley | 559,565 | $35.8M | 0.00% | −129,586−18.8% | Reduced |
| Northern Trust Corp | 599,534 | $38.4M | 0.01% | +86,608+16.9% | Added |
| Wellington Management Group LLP | 626,115 | $40.1M | 0.01% | −1,099,822−63.7% | Reduced |
| Charles Schwab Investment Management Inc | 723,283 | $46.3M | 0.01% | +13,364+1.9% | Added |
| Pertento Partners LLP | 739,889 | $47.4M | 4.87% | +739,889 | New |
| Norges Bank | 971,201 | $62.2M | 0.01% | +62,820+6.9% | Added |
| Scharf Investments, LLC | 996,803 | $63.8M | 1.89% | −36,648−3.5% | Reduced |