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 |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,124,700 | $72.0M | 1.86% | +75,645+7.2% | Added |
| Artisan Partners Limited Partnership | 1,324,938 | $84.9M | 0.13% | +686+0.1% | Added |
| Reinhart Partners, Inc. | 1,581,127 | $101.3M | 3.90% | +510,481+47.7% | Added |
| Geode Capital Management, LLC | 1,609,864 | $102.9M | 0.01% | +24,878+1.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 1,680,000 | $107.6M | 0.36% | +140,205+9.1% | Added |
| Southpoint Capital Advisors LP | 1,800,000 | $115.3M | 2.70% | +130,000+7.8% | Added |
| State Street Corp | 2,295,849 | $147.0M | 0.01% | −88,198−3.7% | Reduced |
| Smead Capital Management, Inc. | 2,456,781 | $157.4M | 2.44% | +25,010+1.0% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,251,469 | $208.3M | 3.35% | −152,267−4.5% | Reduced |
| FMR LLC | 3,626,586 | $232.3M | 0.01% | +1,000,583+38.1% | Added |
| Dimensional Fund Advisors LP | 3,773,719 | $241.7M | 0.06% | −44,052−1.2% | Reduced |
| BlackRock, Inc. | 5,531,911 | $354.3M | 0.01% | −514,378−8.5% | Reduced |
| Yacktman Asset Management LP | 6,182,747 | $396.0M | 4.63% | −129,264−2.0% | Reduced |
| Vanguard Group Inc | 9,223,852 | $590.8M | 0.01% | −42,894−0.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −1,375,107−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −37,744−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −37,193−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −28,865−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,993−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −6,536−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −4,588−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,831−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −3,227−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,848−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |