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 |
|---|---|---|---|---|---|
| Bruce & Co., Inc. | 452,000 | $26.7M | 8.58% | −15,000−3.2% | Reduced |
| Wellington Management Group LLP | 467,658 | $27.7M | 0.01% | −158,457−25.3% | Reduced |
| State of Wisconsin Investment Board | 471,869 | $27.9M | 0.07% | +188,679+66.6% | Added |
| Tweedy, Browne Co LLC | 480,424 | $28.4M | 2.52% | −9,007−1.8% | Reduced |
| Morgan Stanley | 543,452 | $32.2M | 0.00% | −16,113−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 740,489 | $43.8M | 0.01% | +17,206+2.4% | Added |
| Northern Trust Corp | 804,912 | $47.6M | 0.01% | +205,378+34.3% | Added |
| Norges Bank | 961,001 | $56.9M | 0.01% | −10,200−1.1% | Reduced |
| Pertento Partners LLP | 982,425 | $58.1M | 6.94% | +242,536+32.8% | Added |
| Scharf Investments, LLC | 986,049 | $58.4M | 1.76% | −10,754−1.1% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,124,700 | $66.6M | 1.78% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 1,336,377 | $79.1M | 0.13% | +11,439+0.9% | Added |
| Geode Capital Management, LLC | 1,692,455 | $99.9M | 0.01% | +82,591+5.1% | Added |
| Reinhart Partners, Inc. | 1,756,314 | $103.9M | 3.79% | +175,187+11.1% | Added |
| Southpoint Capital Advisors LP | 1,800,000 | $106.5M | 2.57% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 2,277,096 | $134.8M | 0.45% | +597,096+35.5% | Added |
| State Street Corp | 2,308,872 | $136.6M | 0.01% | +13,023+0.6% | Added |
| Smead Capital Management, Inc. | 2,401,119 | $142.1M | 2.44% | −55,662−2.3% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 3,251,469 | $192.4M | 3.41% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,514,996 | $208.0M | 0.05% | −258,723−6.9% | Reduced |
| FMR LLC | 4,116,134 | $243.6M | 0.02% | +489,548+13.5% | Added |
| BlackRock, Inc. | 5,455,027 | $322.8M | 0.01% | −76,884−1.4% | Reduced |
| Yacktman Asset Management LP | 5,994,800 | $354.8M | 4.66% | −187,947−3.0% | Reduced |
| Vanguard Group Inc | 9,126,039 | $540.1M | 0.01% | −97,813−1.1% | Reduced |
| Eminence Capital, LP | 0 | $0 | 0.00% | −548,799−100.0% | Sold out |
| Impactive Capital LP | 0 | $0 | 0.00% | −487,044−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −88,265−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −85,146−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −55,793−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −51,550−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −17,613−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,413−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −5,454−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −5,280−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,525−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −4,204−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,235−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −453−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |