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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5,480 | $351.0K | 0.00% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,454 | $349.3K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 5,399 | $348.0K | 0.00% | +395+7.9% | Added |
| CIBC Asset Management Inc | 5,374 | $344.2K | 0.00% | +286+5.6% | Added |
| Axq Capital, LP | 5,280 | $338.2K | 0.15% | +1,169+28.4% | Added |
| Sequoia Financial Advisors, LLC | 4,925 | $315.5K | 0.00% | +136+2.8% | Added |
| Stratos Wealth Partners, LTD. | 4,800 | $307.4K | 0.00% | −162−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,794 | $307.0K | 0.00% | +4,794 | New |
| Brevan Howard Capital Management LP | 4,525 | $289.8K | 0.01% | −2,062−31.3% | Reduced |
| Independent Financial Group, LLC | 4,500 | $288.2K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,392 | $281.3K | 0.00% | −1,264−22.3% | Reduced |
| M&T Bank Corp | 4,342 | $278.1K | 0.00% | −830−16.0% | Reduced |
| Proficio Capital Partners LLC | 4,320 | $276.7K | 0.02% | +187+4.5% | Added |
| Robeco Institutional Asset Management B.V. | 4,278 | $274.0K | 0.00% | +354+9.0% | Added |
| Squarepoint Ops LLC | 4,235 | $271.3K | 0.00% | −10,915−72.0% | Reduced |
| BSW Wealth Partners | 4,204 | $269.3K | 0.04% | +305+7.8% | Added |
| Sterling Capital Management LLC | 4,119 | $263.8K | 0.00% | +1,162+39.3% | Added |
| Argent Trust Co | 4,070 | $260.7K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,993 | $255.7K | 0.00% | −170−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,835 | $245.6K | 0.00% | −25−0.6% | Reduced |
| Credit Agricole S A | 3,811 | $244.1K | 0.00% | +1,411+58.8% | Added |
| Prudential Financial Inc | 3,773 | $241.7K | 0.00% | −16,245−81.2% | Reduced |
| MetLife Investment Management | 3,674 | $235.3K | 0.00% | −59−1.6% | Reduced |
| LRI Investments, LLC | 3,609 | $231.2K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,489 | $223.5K | 0.04% | +3,489 | New |
| Apollon Wealth Management, LLC | 3,463 | $221.8K | 0.01% | +184+5.6% | Added |
| State of Michigan Retirement System | 3,454 | $221.2K | 0.00% | −600−14.8% | Reduced |
| Bank of Nova Scotia | 3,412 | $218.5K | 0.00% | −1,291−27.5% | Reduced |
| EntryPoint Capital, LLC | 3,325 | $213.0K | 0.09% | +3,325 | New |
| Arete Wealth Advisors, LLC | 3,235 | $206.0K | 0.01% | +3,235 | New |
| National Bank of Canada | 3,211 | $205.7K | 0.00% | +403+14.4% | Added |
| US Bancorp | 3,156 | $202.1K | 0.00% | +412+15.0% | Added |
| Rothschild Investment LLC | 2,300 | $147.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,293 | $146.9K | 0.00% | −351−13.3% | Reduced |
| Vestcor Inc | 2,025 | $130.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,977 | $126.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,608 | $103.0K | 0.02% | +15+0.9% | Added |
| Bryn Mawr Trust Co | 1,584 | $101.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,449 | $92.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,371 | $88.0K | 0.00% | +74+5.7% | Added |
| Corebridge Financial, Inc. | 1,196 | $76.6K | 0.00% | −61−4.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,082 | $69.3K | 0.00% | −184−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 994 | $63.7K | 0.00% | −2,551−72.0% | Reduced |
| CIBC Private Wealth Group, LLC | 1,001 | $63.3K | 0.00% | +900+891.1% | Added |
| Putney Financial Group LLC | 918 | $58.8K | 0.05% | +918 | New |
| CVA Family Office, LLC | 900 | $57.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 855 | $54.8K | 0.02% | +855 | New |
| Key Financial Inc | 845 | $54.1K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 810 | $51.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 796 | $51.0K | 0.01% | +757+1,941.0% | Added |
| AdvisorNet Financial, Inc | 761 | $48.7K | 0.00% | +1+0.1% | Added |
| Jones Financial Companies LLLP | 727 | $46.6K | 0.00% | +592+438.5% | Added |
| GAMMA Investing LLC | 696 | $44.6K | 0.00% | +134+23.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 630 | $40.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 619 | $39.6K | 0.00% | +15+2.5% | Added |
| Quent Capital, LLC | 578 | $37.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 568 | $36.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 535 | $34.3K | 0.00% | +136+34.1% | Added |
| Quadrant Capital Group LLC | 531 | $34.0K | 0.00% | −27−4.8% | Reduced |
| R Squared Ltd | 470 | $30.1K | 0.03% | +470 | New |
| Mirae Asset Global Investments Co., Ltd. | 453 | $28.9K | 0.00% | +44+10.8% | Added |
| Ostrum Asset Management | 450 | $28.8K | 0.00% | −21−4.5% | Reduced |
| Ci Investments Inc. | 434 | $28.0K | 0.00% | +130+42.8% | Added |
| Kennebec Savings Bank | 411 | $25.7K | 0.03% | −116−22.0% | Reduced |
| Fifth Third Bancorp | 399 | $25.6K | 0.00% | +210+111.1% | Added |
| Smartleaf Asset Management LLC | 387 | $24.7K | 0.00% | +55+16.6% | Added |
| Steward Partners Investment Advisory, LLC | 344 | $22.0K | 0.00% | +109+46.4% | Added |
| GWM Advisors LLC | 330 | $21.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 308 | $19.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 240 | $15.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 234 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 232 | $14.9K | 0.00% | +4+1.8% | Added |
| Exchange Traded Concepts, LLC | 222 | $14.2K | 0.00% | +222 | New |
| YANKCOM Partnership | 220 | $14.1K | 0.01% | +220 | New |
| Spire Wealth Management | 207 | $13.3K | 0.00% | +207 | New |
| Covestor Ltd | 191 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $10.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 156 | $10.0K | 0.00% | +156 | New |
| SRS Capital Advisors, Inc. | 143 | $9.16K | 0.00% | −18−11.2% | Reduced |
| JFS Wealth Advisors, LLC | 136 | $8.71K | 0.00% | −7−4.9% | Reduced |
| Skopos Labs, Inc. | 135 | $8.65K | 0.00% | +73+117.7% | Added |
| Farther Finance Advisors, LLC | 126 | $8.07K | 0.00% | −59−31.9% | Reduced |
| Hemington Wealth Management | 140 | $8.00K | 0.00% | +42+42.9% | Added |
| Parkside Financial Bank & Trust | 108 | $6.92K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $6.92K | 0.00% | +108 | New |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $4.55K | 0.00% | +71 | New |
| EverSource Wealth Advisors, LLC | 57 | $3.65K | 0.00% | −15−20.8% | Reduced |
| Zions Bancorporation, N.A. | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.82K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $2.50K | 0.00% | −1−2.5% | 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 |
| Massmutual Trust Co FSB | 35 | $2.24K | 0.00% | −35−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $1.86K | 0.00% | −6−17.1% | Reduced |
| Global Retirement Partners, LLC | 29 | $1.86K | 0.00% | −13−31.0% | Reduced |
| Assetmark, Inc | 29 | $1.86K | 0.00% | +29 | New |