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 |
|---|---|---|---|---|---|
| National Bank of Canada | 2,872 | $170.1K | 0.00% | −339−10.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,989 | $176.9K | 0.00% | +2,767+1,246.4% | Added |
| US Bancorp | 3,266 | $193.3K | 0.00% | +110+3.5% | Added |
| Sterling Capital Management LLC | 3,348 | $198.1K | 0.00% | −771−18.7% | Reduced |
| Bank of Nova Scotia | 3,432 | $203.1K | 0.00% | +20+0.6% | Added |
| State of Michigan Retirement System | 3,454 | $204.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,692 | $218.5K | 0.00% | +18+0.5% | Added |
| Credit Agricole S A | 3,812 | $225.6K | 0.00% | +10.0% | Added |
| HighTower Advisors, LLC | 3,837 | $227.1K | 0.00% | −156−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,861 | $228.5K | 0.00% | −939−19.6% | Reduced |
| M&T Bank Corp | 4,084 | $241.7K | 0.00% | −258−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,188 | $247.9K | 0.00% | +353+9.2% | Added |
| CIBC World Markets Corp | 4,416 | $261.3K | 0.00% | +24+0.5% | Added |
| Aigen Investment Management, LP | 4,448 | $263.2K | 0.04% | +959+27.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,453 | $264.0K | 0.00% | −341−7.1% | Reduced |
| Independent Financial Group, LLC | 4,500 | $266.3K | 0.01% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 4,505 | $266.6K | 0.02% | +185+4.3% | Added |
| Maryland State Retirement & Pension System | 4,687 | $277.4K | 0.01% | −1,041−18.2% | Reduced |
| Royal London Asset Management Ltd | 4,778 | $282.8K | 0.00% | +4,778 | New |
| Sequoia Financial Advisors, LLC | 4,841 | $286.5K | 0.00% | −84−1.7% | Reduced |
| Corient IA LLC | 5,000 | $295.9K | 0.21% | +5,000 | New |
| Forum Financial Management, LP | 5,027 | $297.5K | 0.00% | +5,027 | New |
| Prudential Financial Inc | 5,228 | $309.4K | 0.00% | +1,455+38.6% | Added |
| Utah Retirement Systems | 5,329 | $315.4K | 0.00% | −11,168−67.7% | Reduced |
| Keybank National Association | 5,392 | $319.1K | 0.00% | −117−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 5,443 | $322.1K | 0.00% | −413−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 5,480 | $324.3K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 5,498 | $325.4K | 0.00% | +124+2.3% | Added |
| Robeco Institutional Asset Management B.V. | 5,500 | $325.5K | 0.00% | +1,222+28.6% | Added |
| Principal Financial Group Inc | 5,707 | $337.7K | 0.00% | −1,203−17.4% | Reduced |
| Baker Ellis Asset Management LLC | 5,910 | $349.8K | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 5,994 | $355.0K | 0.00% | +74+1.3% | Added |
| Pathstone Holdings, LLC | 6,103 | $361.7K | 0.00% | +603+11.0% | Added |
| Prudential PLC | 6,238 | $369.2K | 0.00% | 00.0% | Unchanged |
| Viawealth, LLC | 6,372 | $377.1K | 0.23% | −789−11.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,486 | $383.8K | 0.00% | +10.0% | Added |
| Janney Capital Management LLC | 6,671 | $395.0K | 0.03% | −650−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 6,863 | $406.1K | 0.00% | −364−5.0% | Reduced |
| Allworth Financial LP | 7,567 | $416.1K | 0.00% | +5+0.1% | Added |
| Bank of Montreal | 7,206 | $426.5K | 0.00% | +15+0.2% | Added |
| Nordea Investment Management AB | 7,279 | $430.8K | 0.00% | +29+0.4% | Added |
| EntryPoint Capital, LLC | 7,403 | $438.1K | 0.20% | +4,078+122.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,551 | $445.0K | 0.00% | +1,610+27.1% | Added |
| Oak Thistle LLC | 7,658 | $453.2K | 0.09% | +7,658 | New |
| Daiwa Securities Group Inc. | 7,737 | $458.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 8,900 | $524.8K | 0.00% | −272,953−96.8% | Reduced |
| Intech Investment Management LLC | 8,896 | $526.5K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 8,961 | $530.3K | 0.00% | +1,031+13.0% | Added |
| O'Shaughnessy Asset Management, LLC | 9,011 | $533.3K | 0.00% | +808+9.9% | Added |
| TD Asset Management Inc | 9,119 | $539.7K | 0.00% | −171−1.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 9,278 | $549.1K | 0.15% | +78+0.8% | Added |
| SG Americas Securities, LLC | 9,392 | $556.0K | 0.00% | +1,087+13.1% | Added |
| AQR Capital Management LLC | 9,589 | $558.5K | 0.00% | +697+7.8% | Added |
| SEI Investments Co | 9,973 | $590.2K | 0.00% | +1,906+23.6% | Added |
| OP Asset Management Ltd | 10,314 | $610.4K | 0.01% | +10,314 | New |
| DekaBank Deutsche Girozentrale | 10,811 | $625.0K | 0.00% | −5,961−35.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,653 | $630.0K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 11,611 | $687.1K | 0.15% | 00.0% | Unchanged |
| Macquarie Group Ltd | 12,176 | $720.6K | 0.00% | 00.0% | Unchanged |
| Korea Investment CORP | 12,294 | $727.6K | 0.00% | −29,980−70.9% | Reduced |
| Nissay Asset Management Corp | 12,297 | $727.7K | 0.00% | +76+0.6% | Added |
| Segall Bryant & Hamill, LLC | 12,326 | $729.4K | 0.01% | −167,867−93.2% | Reduced |
| Cerity Partners LLC | 12,517 | $740.8K | 0.00% | +7,118+131.8% | Added |
| Swiss Life Asset Management Ltd | 12,800 | $757.5K | 0.01% | +1,981+18.3% | Added |
| Claret Asset Management Corp | 13,145 | $778.0K | 0.11% | +13,145 | New |
| Lodestone Wealth Management LLC | 13,656 | $808.2K | 0.43% | −2,814−17.1% | Reduced |
| Xponance, Inc. | 13,926 | $824.1K | 0.01% | +933+7.2% | Added |
| Teacher Retirement System of Texas | 14,190 | $839.8K | 0.00% | +14,190 | New |
| Toronto Dominion Bank | 14,647 | $866.8K | 0.00% | +1,514+11.5% | Added |
| Commonwealth Equity Services, LLC | 14,778 | $875.0K | 0.00% | +723+5.1% | Added |
| Greenleaf Trust | 14,877 | $880.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 14,913 | $882.5K | 0.02% | −799−5.1% | Reduced |
| Hyperion Capital Advisors LP | 15,000 | $887.7K | 0.48% | −360−2.3% | Reduced |
| Institute for Wealth Management, LLC. | 15,346 | $908.2K | 0.12% | +27+0.2% | Added |
| Brinker Capital Investments, LLC | 15,970 | $945.1K | 0.01% | +200+1.3% | Added |
| Orion Portfolio Solutions, LLC | 15,970 | $945.1K | 0.01% | +200+1.3% | Added |
| IFM Investors Pty Ltd | 16,102 | $952.9K | 0.01% | 00.0% | Unchanged |
| Robotti Robert | 17,100 | $1.01M | 0.20% | 00.0% | Unchanged |
| Atria Investments LLC | 17,218 | $1.02M | 0.01% | +239+1.4% | Added |
| JustInvest LLC | 17,433 | $1.03M | 0.02% | +306+1.8% | Added |
| Neuberger Berman Group LLC | 17,893 | $1.06M | 0.00% | −160−0.9% | Reduced |
| British Columbia Investment Management Corp | 18,559 | $1.10M | 0.01% | −24−0.1% | Reduced |
| Mariner, LLC | 18,664 | $1.10M | 0.00% | −8,374−31.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,737 | $1.11M | 0.00% | +2,661+16.6% | Added |
| Stifel Financial Corp | 18,802 | $1.11M | 0.00% | −864−4.4% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 19,349 | $1.15M | 0.39% | −225−1.1% | Reduced |
| National Asset Management, Inc. | 19,802 | $1.17M | 0.04% | +1,855+10.3% | Added |
| Marshall Wace, LLP | 19,942 | $1.18M | 0.00% | +8,202+69.9% | Added |
| Oddo BHF Asset Management SAS | 20,275 | $1.20M | 0.05% | −4,555−18.3% | Reduced |
| Citigroup Inc | 20,766 | $1.23M | 0.00% | +1,140+5.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,026 | $1.24M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 21,285 | $1.26M | 0.00% | +934+4.6% | Added |
| Great West Life Assurance Co | 21,442 | $1.27M | 0.00% | −45,021−67.7% | Reduced |
| ExodusPoint Capital Management, LP | 21,920 | $1.30M | 0.02% | +4,726+27.5% | Added |
| Manufacturers Life Insurance Company, The | 22,325 | $1.32M | 0.00% | +1,078+5.1% | Added |
| Franklin Resources Inc | 22,489 | $1.33M | 0.00% | +10,479+87.3% | Added |
| KLP Kapitalforvaltning AS | 23,600 | $1.40M | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 25,200 | $1.49M | 0.09% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,229 | $1.49M | 0.03% | −20,152−44.4% | Reduced |
| Quantinno Capital Management LP | 25,289 | $1.50M | 0.01% | +9,497+60.1% | Added |