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, Q1 2025
Institutional positions in U-Haul Holding Co as of Mar 31, 2025. 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
- 324
- +15 vs. Q4 2024
- Shares held
- 64.5M
- +498.8K (+0.8%) vs. Q4 2024
- Total value
- $3.81B
- −$282.2M (−6.9%) vs. Q4 2024
- New holders
- 39
- 116 more added
- Sold out
- 24
- 109 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Quest Partners LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $119 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $172 | 0.00% | −6−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $177 | 0.00% | +3 | New |
| Principal Securities, Inc. | 3 | $192 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $296 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $355 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $356 | 0.00% | +6 | New |
| Larson Financial Group LLC | 9 | $533 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 12 | $711 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $829 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $842 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | −9−33.3% | Reduced |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $1.18K | 0.00% | −9−31.0% | Reduced |
| Global Financial Private Client, LLC | 24 | $1.42K | 0.00% | +15+166.7% | Added |
| SJS Investment Consulting Inc. | 26 | $1.54K | 0.00% | −3−10.3% | Reduced |
| Bruce G. Allen Investments, LLC | 26 | $1.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $1.54K | 0.00% | +8+44.4% | Added |
| South State Corp. | 31 | $1.83K | 0.00% | +31 | New |
| Huntington National Bank | 34 | $2.01K | 0.00% | −585−94.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.13K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 38 | $2.25K | 0.00% | −1−2.6% | Reduced |
| Saudi Central Bank | 38 | $2.25K | 0.01% | +38 | New |
| Pinnacle Bancorp, Inc. | 42 | $2.49K | 0.00% | +42 | New |
| Red Tortoise LLC | 44 | $2.60K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $2.66K | 0.00% | +45 | New |
| Massmutual Trust Co FSB | 49 | $2.90K | 0.00% | +14+40.0% | Added |
| Atlantic Trust, LLC | 55 | $3.25K | 0.00% | +55 | New |
| Private Wealth Management Group, LLC | 65 | $3.85K | 0.00% | +42+182.6% | Added |
| High Note Wealth, LLC | 71 | $4.20K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $5.00K | 0.00% | +10+12.3% | Added |
| EverSource Wealth Advisors, LLC | 107 | $6.33K | 0.00% | +50+87.7% | Added |
| North Star Investment Management Corp. | 108 | $6.39K | 0.00% | +108 | New |
| Parkside Financial Bank & Trust | 108 | $6.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 114 | $6.75K | 0.00% | −682−85.7% | Reduced |
| Farther Finance Advisors, LLC | 116 | $6.98K | 0.00% | −10−7.9% | Reduced |
| JFS Wealth Advisors, LLC | 125 | $7.40K | 0.00% | −11−8.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 135 | $7.99K | 0.00% | +135 | New |
| Natixis | 146 | $8.68K | 0.00% | +146 | New |
| Golden State Wealth Management, LLC | 156 | $9.25K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $9.77K | 0.00% | +22+15.4% | Added |
| Bell Investment Advisors, Inc | 167 | $9.88K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 194 | $11.0K | 0.01% | +3+1.6% | Added |
| Fifth Third Bancorp | 188 | $11.1K | 0.00% | −211−52.9% | Reduced |
| Hemington Wealth Management | 205 | $12.0K | 0.00% | +65+46.4% | Added |
| YANKCOM Partnership | 220 | $13.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 232 | $13.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 234 | $13.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 240 | $14.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 265 | $15.0K | 0.00% | +265 | New |
| Quent Capital, LLC | 259 | $15.3K | 0.00% | −319−55.2% | Reduced |
| Spire Wealth Management | 268 | $15.9K | 0.00% | +61+29.5% | Added |
| GWM Advisors LLC | 288 | $17.0K | 0.00% | −42−12.7% | Reduced |
| Simplex Trading, LLC | 318 | $18.0K | 0.00% | +318 | New |
| Riverview Trust Co | 308 | $18.2K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 328 | $19.4K | 0.00% | +193+143.0% | Added |
| Steward Partners Investment Advisory, LLC | 344 | $20.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 363 | $21.5K | 0.00% | +255+236.1% | Added |
| Caitong International Asset Management Co., Ltd | 372 | $22.0K | 0.02% | +372 | New |
| Smartleaf Asset Management LLC | 390 | $23.0K | 0.00% | +3+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 398 | $23.6K | 0.00% | +398 | New |
| Ci Investments Inc. | 409 | $24.0K | 0.00% | −25−5.8% | Reduced |
| Kennebec Savings Bank | 411 | $24.3K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 430 | $25.4K | 0.00% | −20−4.4% | Reduced |
| First Horizon Advisors, Inc. | 535 | $31.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 568 | $33.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 591 | $35.0K | 0.00% | −105−15.1% | Reduced |
| Jones Financial Companies LLLP | 727 | $42.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 760 | $45.0K | 0.00% | −1−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 810 | $47.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 845 | $50.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 855 | $50.6K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,023 | $53.5K | 0.00% | +22+2.2% | Added |
| Quarry LP | 908 | $53.7K | 0.01% | +908 | New |
| CVA Family Office, LLC | 909 | $53.8K | 0.01% | +9+1.0% | Added |
| Putney Financial Group LLC | 918 | $54.3K | 0.06% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,113 | $65.9K | 0.00% | +1,113 | New |
| Corebridge Financial, Inc. | 1,154 | $68.3K | 0.00% | −42−3.5% | Reduced |
| Bryn Mawr Trust Co | 1,243 | $73.6K | 0.00% | −341−21.5% | Reduced |
| CWM, LLC | 1,291 | $76.0K | 0.00% | −80−5.8% | Reduced |
| Signaturefd, LLC | 1,431 | $84.7K | 0.00% | −18−1.2% | Reduced |
| Coldstream Capital Management Inc | 1,565 | $92.6K | 0.00% | +1,565 | New |
| Ronald Blue Trust, Inc. | 1,578 | $93.4K | 0.00% | +496+45.8% | Added |
| Colonial Trust Co | 1,595 | $94.4K | 0.01% | −13−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,631 | $96.5K | 0.00% | +637+64.1% | Added |
| Quadrant Capital Group LLC | 1,863 | $110.3K | 0.00% | +1,332+250.8% | Added |
| Parallel Advisors, LLC | 1,970 | $116.6K | 0.00% | −7−0.4% | Reduced |
| Vestcor Inc | 2,025 | $120.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,196 | $130.0K | 0.00% | −6,964−76.0% | Reduced |
| Comerica Bank | 2,229 | $131.9K | 0.00% | −64−2.8% | Reduced |
| Rothschild Investment LLC | 2,305 | $136.4K | 0.01% | +5+0.2% | Added |
| Rakuten Investment Management, Inc. | 2,678 | $157.8K | 0.00% | +2,678 | New |
| Private Wealth Asset Management, LLC | 2,738 | $162.0K | 0.02% | +2,738 | New |
| LRI Investments, LLC | 2,859 | $169.2K | 0.02% | −750−20.8% | Reduced |