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, Q2 2025
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 323
- +4 vs. Q1 2025
- Shares held
- 64.1M
- −261.0K (−0.4%) vs. Q1 2025
- Total value
- $3.49B
- −$322.2M (−8.5%) vs. Q1 2025
- New holders
- 34
- 131 more added
- Sold out
- 30
- 107 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 9 | $0 | 0.00% | −12−57.1% | Reduced |
| LGT Financial Advisors LLC | 2 | $109 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $163 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 5 | $272 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $326 | 0.00% | +3+100.0% | Added |
| Hughes Financial Services, LLC | 7 | $361 | 0.00% | −7−50.0% | Reduced |
| Huntington National Bank | 7 | $381 | 0.00% | −27−79.4% | Reduced |
| Quaker Wealth Management, LLC | 7 | $381 | 0.00% | +7 | New |
| Larson Financial Group LLC | 10 | $544 | 0.00% | +1+11.1% | Added |
| IFP Advisors, Inc | 11 | $598 | 0.00% | −221−95.3% | Reduced |
| Parkworth Wealth Management, Inc. | 11 | $598 | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 11 | $622 | 0.00% | +5+83.3% | Added |
| Tortoise Investment Management, LLC | 12 | $652 | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $652 | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $653 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 14 | $762 | 0.00% | −41−74.5% | Reduced |
| Manchester Capital Management LLC | 14 | $762 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $816 | 0.00% | −16−51.6% | Reduced |
| Rialto Wealth Management, LLC | 18 | $979 | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | +14+350.0% | Added |
| SJS Investment Consulting Inc. | 19 | $1.03K | 0.00% | −7−26.9% | Reduced |
| True Wealth Design, LLC | 25 | $1.36K | 0.00% | −1−3.8% | Reduced |
| Bruce G. Allen Investments, LLC | 26 | $1.41K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.96K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $2.12K | 0.00% | +1+2.6% | Added |
| Private Wealth Management Group, LLC | 40 | $2.17K | 0.00% | −25−38.5% | Reduced |
| Pinnacle Bancorp, Inc. | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $2.45K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 45 | $2.45K | 0.00% | +9+25.0% | Added |
| MAI Capital Management | 45 | $2.45K | 0.00% | +45 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $3.04K | 0.00% | +11+24.4% | Added |
| Fortitude Family Office, LLC | 57 | $3.10K | 0.00% | +57 | New |
| Assetmark, Inc | 69 | $3.75K | 0.00% | +49+245.0% | Added |
| High Note Wealth, LLC | 71 | $3.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $4.57K | 0.00% | +35+71.4% | Added |
| JFS Wealth Advisors, LLC | 93 | $5.06K | 0.00% | −32−25.6% | Reduced |
| Versant Capital Management, Inc | 96 | $5.22K | 0.00% | −18−15.8% | Reduced |
| Parkside Financial Bank & Trust | 125 | $6.80K | 0.00% | +17+15.7% | Added |
| Whittier Trust Co of Nevada Inc | 135 | $7.34K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $7.34K | 0.00% | +135 | New |
| Golden State Wealth Management, LLC | 156 | $8.50K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 183 | $9.00K | 0.00% | −22−10.7% | Reduced |
| Skopos Labs, Inc. | 170 | $9.24K | 0.00% | −158−48.2% | Reduced |
| Bell Investment Advisors, Inc | 176 | $9.57K | 0.00% | +9+5.4% | Added |
| Farther Finance Advisors, LLC | 181 | $9.84K | 0.00% | +65+56.0% | Added |
| Covestor Ltd | 193 | $11.0K | 0.01% | −1−0.5% | Reduced |
| North Star Investment Management Corp. | 208 | $11.3K | 0.00% | +100+92.6% | Added |
| YANKCOM Partnership | 220 | $12.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 234 | $12.7K | 0.00% | +234 | New |
| Smartleaf Asset Management LLC | 231 | $12.7K | 0.00% | −159−40.8% | Reduced |
| Spire Wealth Management | 243 | $13.2K | 0.00% | −25−9.3% | Reduced |
| Umb Bank N A | 248 | $13.5K | 0.00% | +8+3.3% | Added |
| SRS Capital Advisors, Inc. | 276 | $15.0K | 0.00% | +111+67.3% | Added |
| GWM Advisors LLC | 288 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $16.1K | 0.00% | −946−76.1% | Reduced |
| Putney Financial Group LLC | 297 | $16.1K | 0.02% | −621−67.6% | Reduced |
| Fifth Third Bancorp | 329 | $17.9K | 0.00% | +141+75.0% | Added |
| Tower Research Capital LLC (TRC) | 330 | $17.9K | 0.00% | −1,301−79.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 344 | $18.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $19.0K | 0.00% | +85+32.1% | Added |
| Private Trust Co NA | 363 | $19.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 423 | $22.0K | 0.00% | +105+33.0% | Added |
| Kennebec Savings Bank | 411 | $22.3K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 417 | $22.7K | 0.00% | −13−3.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 429 | $23.3K | 0.02% | +57+15.3% | Added |
| Ci Investments Inc. | 434 | $24.0K | 0.00% | +25+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 485 | $26.4K | 0.00% | +485 | New |
| First Horizon Advisors, Inc. | 517 | $28.1K | 0.00% | −18−3.4% | Reduced |
| CoreCap Advisors, LLC | 568 | $30.9K | 0.00% | 00.0% | Unchanged |
| Andra AP-fonden | 700 | $38.1K | 0.00% | +700 | New |
| Aster Capital Management (DIFC) Ltd | 729 | $39.6K | 0.01% | +729 | New |
| AdvisorNet Financial, Inc | 730 | $39.7K | 0.00% | −30−3.9% | Reduced |
| Natixis | 751 | $40.8K | 0.00% | +605+414.4% | Added |
| Mount Yale Investment Advisors, LLC | 835 | $45.4K | 0.00% | +835 | New |
| Financial Perspectives, Inc | 855 | $46.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 900 | $48.9K | 0.01% | −9−1.0% | Reduced |
| CIBC Private Wealth Group, LLC | 936 | $50.9K | 0.00% | −87−8.5% | Reduced |
| CWM, LLC | 1,035 | $56.0K | 0.00% | −256−19.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,033 | $56.1K | 0.00% | +635+159.5% | Added |
| Siemens Fonds Invest GmbH | 1,113 | $60.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,334 | $73.5K | 0.00% | +607+83.5% | Added |
| Signaturefd, LLC | 1,368 | $74.4K | 0.00% | −63−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,505 | $81.8K | 0.00% | +1,398+1,306.5% | Added |
| Colonial Trust Co | 1,597 | $86.8K | 0.01% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,637 | $89.0K | 0.00% | +59+3.7% | Added |
| Parallel Advisors, LLC | 1,961 | $106.6K | 0.00% | −9−0.5% | Reduced |
| Vestcor Inc | 2,016 | $110.0K | 0.00% | −9−0.4% | Reduced |
| Comerica Bank | 2,241 | $121.8K | 0.00% | +12+0.5% | Added |
| Rothschild Investment LLC | 2,305 | $125.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,720 | $147.9K | 0.02% | −18−0.7% | Reduced |
| LRI Investments, LLC | 2,866 | $155.8K | 0.01% | +7+0.2% | Added |
| KBC Group NV | 2,982 | $162.0K | 0.00% | +786+35.8% | Added |
| US Bancorp | 3,266 | $177.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 3,861 | $209.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,881 | $211.0K | 0.00% | −307−7.3% | Reduced |
| The PNC Financial Services Group, Inc. | 3,967 | $215.7K | 0.00% | −1,476−27.1% | Reduced |