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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 5,329 | $315.4K | 0.00% | −11,168−67.7% | Reduced |
| Prudential Financial Inc | 5,228 | $309.4K | 0.00% | +1,455+38.6% | Added |
| Forum Financial Management, LP | 5,027 | $297.5K | 0.00% | +5,027 | New |
| Corient IA LLC | 5,000 | $295.9K | 0.21% | +5,000 | New |
| Sequoia Financial Advisors, LLC | 4,841 | $286.5K | 0.00% | −84−1.7% | Reduced |
| Royal London Asset Management Ltd | 4,778 | $282.8K | 0.00% | +4,778 | New |
| Maryland State Retirement & Pension System | 4,687 | $277.4K | 0.01% | −1,041−18.2% | Reduced |
| Proficio Capital Partners LLC | 4,505 | $266.6K | 0.02% | +185+4.3% | Added |
| Independent Financial Group, LLC | 4,500 | $266.3K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 4,453 | $264.0K | 0.00% | −341−7.1% | Reduced |
| Aigen Investment Management, LP | 4,448 | $263.2K | 0.04% | +959+27.5% | Added |
| CIBC World Markets Corp | 4,416 | $261.3K | 0.00% | +24+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 4,188 | $247.9K | 0.00% | +353+9.2% | Added |
| M&T Bank Corp | 4,084 | $241.7K | 0.00% | −258−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,861 | $228.5K | 0.00% | −939−19.6% | Reduced |
| HighTower Advisors, LLC | 3,837 | $227.1K | 0.00% | −156−3.9% | Reduced |
| Credit Agricole S A | 3,812 | $225.6K | 0.00% | +10.0% | Added |
| MetLife Investment Management | 3,692 | $218.5K | 0.00% | +18+0.5% | Added |
| State of Michigan Retirement System | 3,454 | $204.4K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,432 | $203.1K | 0.00% | +20+0.6% | Added |
| Sterling Capital Management LLC | 3,348 | $198.1K | 0.00% | −771−18.7% | Reduced |
| US Bancorp | 3,266 | $193.3K | 0.00% | +110+3.5% | Added |
| Exchange Traded Concepts, LLC | 2,989 | $176.9K | 0.00% | +2,767+1,246.4% | Added |
| National Bank of Canada | 2,872 | $170.1K | 0.00% | −339−10.6% | Reduced |
| LRI Investments, LLC | 2,859 | $169.2K | 0.02% | −750−20.8% | Reduced |
| Private Wealth Asset Management, LLC | 2,738 | $162.0K | 0.02% | +2,738 | New |
| Rakuten Investment Management, Inc. | 2,678 | $157.8K | 0.00% | +2,678 | New |
| Rothschild Investment LLC | 2,305 | $136.4K | 0.01% | +5+0.2% | Added |
| Comerica Bank | 2,229 | $131.9K | 0.00% | −64−2.8% | Reduced |
| KBC Group NV | 2,196 | $130.0K | 0.00% | −6,964−76.0% | Reduced |
| Vestcor Inc | 2,025 | $120.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,970 | $116.6K | 0.00% | −7−0.4% | Reduced |
| Quadrant Capital Group LLC | 1,863 | $110.3K | 0.00% | +1,332+250.8% | Added |
| Tower Research Capital LLC (TRC) | 1,631 | $96.5K | 0.00% | +637+64.1% | Added |
| Colonial Trust Co | 1,595 | $94.4K | 0.01% | −13−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,578 | $93.4K | 0.00% | +496+45.8% | Added |
| Coldstream Capital Management Inc | 1,565 | $92.6K | 0.00% | +1,565 | New |
| Signaturefd, LLC | 1,431 | $84.7K | 0.00% | −18−1.2% | Reduced |
| CWM, LLC | 1,291 | $76.0K | 0.00% | −80−5.8% | Reduced |
| Bryn Mawr Trust Co | 1,243 | $73.6K | 0.00% | −341−21.5% | Reduced |
| Corebridge Financial, Inc. | 1,154 | $68.3K | 0.00% | −42−3.5% | Reduced |
| Siemens Fonds Invest GmbH | 1,113 | $65.9K | 0.00% | +1,113 | New |
| Putney Financial Group LLC | 918 | $54.3K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 909 | $53.8K | 0.01% | +9+1.0% | Added |
| Quarry LP | 908 | $53.7K | 0.01% | +908 | New |
| CIBC Private Wealth Group, LLC | 1,023 | $53.5K | 0.00% | +22+2.2% | Added |
| Financial Perspectives, Inc | 855 | $50.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 845 | $50.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 810 | $47.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 760 | $45.0K | 0.00% | −1−0.1% | Reduced |
| Jones Financial Companies LLLP | 727 | $42.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 591 | $35.0K | 0.00% | −105−15.1% | Reduced |
| CoreCap Advisors, LLC | 568 | $33.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 535 | $31.7K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 430 | $25.4K | 0.00% | −20−4.4% | Reduced |
| Kennebec Savings Bank | 411 | $24.3K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 409 | $24.0K | 0.00% | −25−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 398 | $23.6K | 0.00% | +398 | New |
| Smartleaf Asset Management LLC | 390 | $23.0K | 0.00% | +3+0.8% | Added |
| Caitong International Asset Management Co., Ltd | 372 | $22.0K | 0.02% | +372 | New |
| Private Trust Co NA | 363 | $21.5K | 0.00% | +255+236.1% | Added |
| Steward Partners Investment Advisory, LLC | 344 | $20.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 328 | $19.4K | 0.00% | +193+143.0% | Added |
| Riverview Trust Co | 308 | $18.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 318 | $18.0K | 0.00% | +318 | New |
| GWM Advisors LLC | 288 | $17.0K | 0.00% | −42−12.7% | Reduced |
| Spire Wealth Management | 268 | $15.9K | 0.00% | +61+29.5% | Added |
| Quent Capital, LLC | 259 | $15.3K | 0.00% | −319−55.2% | Reduced |
| NBC Securities, Inc. | 265 | $15.0K | 0.00% | +265 | New |
| Umb Bank N A | 240 | $14.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 234 | $13.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 232 | $13.7K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 220 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 205 | $12.0K | 0.00% | +65+46.4% | Added |
| Fifth Third Bancorp | 188 | $11.1K | 0.00% | −211−52.9% | Reduced |
| Covestor Ltd | 194 | $11.0K | 0.01% | +3+1.6% | Added |
| Bell Investment Advisors, Inc | 167 | $9.88K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 165 | $9.77K | 0.00% | +22+15.4% | Added |
| Golden State Wealth Management, LLC | 156 | $9.25K | 0.00% | 00.0% | Unchanged |
| Natixis | 146 | $8.68K | 0.00% | +146 | New |
| Whittier Trust Co of Nevada Inc | 135 | $7.99K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 125 | $7.40K | 0.00% | −11−8.1% | Reduced |
| Farther Finance Advisors, LLC | 116 | $6.98K | 0.00% | −10−7.9% | Reduced |
| Versant Capital Management, Inc | 114 | $6.75K | 0.00% | −682−85.7% | Reduced |
| Parkside Financial Bank & Trust | 108 | $6.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 108 | $6.39K | 0.00% | +108 | New |
| EverSource Wealth Advisors, LLC | 107 | $6.33K | 0.00% | +50+87.7% | Added |
| Ogorek Anthony Joseph | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 91 | $5.00K | 0.00% | +10+12.3% | Added |
| High Note Wealth, LLC | 71 | $4.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $3.85K | 0.00% | +42+182.6% | Added |
| Atlantic Trust, LLC | 55 | $3.25K | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 49 | $2.90K | 0.00% | +14+40.0% | Added |
| Zions Bancorporation, National Association | 45 | $2.66K | 0.00% | +45 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 42 | $2.49K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $2.25K | 0.00% | −1−2.6% | Reduced |
| Saudi Central Bank | 38 | $2.25K | 0.01% | +38 | New |
| Jackson, Grant Investment Advisers, Inc. | 36 | $2.13K | 0.00% | 00.0% | Unchanged |