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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 6,064 | $329.7K | 0.19% | −308−4.8% | Reduced |
| Verition Fund Management LLC | 5,916 | $321.7K | 0.00% | +5,916 | New |
| Baker Ellis Asset Management LLC | 5,910 | $321.3K | 0.04% | 00.0% | Unchanged |
| Janney Capital Management LLC | 5,905 | $321.0K | 0.02% | −766−11.5% | Reduced |
| EntryPoint Capital, LLC | 5,860 | $318.6K | 0.16% | −1,543−20.8% | Reduced |
| CIBC Asset Management Inc | 5,498 | $298.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,480 | $297.9K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,464 | $297.1K | 0.00% | +437+8.7% | Added |
| Utah Retirement Systems | 5,329 | $289.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,164 | $280.8K | 0.00% | +323+6.7% | Added |
| Corient IA LLC | 5,000 | $271.9K | 0.16% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,896 | $266.2K | 0.00% | +1,059+27.6% | Added |
| Principal Financial Group Inc | 4,787 | $260.3K | 0.00% | −920−16.1% | Reduced |
| Royal London Asset Management Ltd | 4,778 | $259.8K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 4,744 | $257.9K | 0.00% | +660+16.2% | Added |
| Maryland State Retirement & Pension System | 4,687 | $254.8K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 4,607 | $250.5K | 0.00% | −785−14.6% | Reduced |
| Proficio Capital Partners LLC | 4,546 | $247.2K | 0.02% | +41+0.9% | Added |
| Independent Financial Group, LLC | 4,500 | $244.7K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,466 | $242.8K | 0.00% | +1,118+33.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,453 | $242.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,205 | $228.6K | 0.01% | +3,614+611.5% | Added |
| CIBC World Markets Corp | 4,042 | $219.8K | 0.00% | −374−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,967 | $215.7K | 0.00% | −1,476−27.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,881 | $211.0K | 0.00% | −307−7.3% | Reduced |
| Stratos Wealth Partners, LTD. | 3,861 | $209.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,266 | $177.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,982 | $162.0K | 0.00% | +786+35.8% | Added |
| LRI Investments, LLC | 2,866 | $155.8K | 0.01% | +7+0.2% | Added |
| Private Wealth Asset Management, LLC | 2,720 | $147.9K | 0.02% | −18−0.7% | Reduced |
| Rothschild Investment LLC | 2,305 | $125.3K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 2,241 | $121.8K | 0.00% | +12+0.5% | Added |
| Vestcor Inc | 2,016 | $110.0K | 0.00% | −9−0.4% | Reduced |
| Parallel Advisors, LLC | 1,961 | $106.6K | 0.00% | −9−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,637 | $89.0K | 0.00% | +59+3.7% | Added |
| Colonial Trust Co | 1,597 | $86.8K | 0.01% | +2+0.1% | Added |
| EverSource Wealth Advisors, LLC | 1,505 | $81.8K | 0.00% | +1,398+1,306.5% | Added |
| Signaturefd, LLC | 1,368 | $74.4K | 0.00% | −63−4.4% | Reduced |
| Jones Financial Companies LLLP | 1,334 | $73.5K | 0.00% | +607+83.5% | Added |
| Siemens Fonds Invest GmbH | 1,113 | $60.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,033 | $56.1K | 0.00% | +635+159.5% | Added |
| CWM, LLC | 1,035 | $56.0K | 0.00% | −256−19.8% | Reduced |
| CIBC Private Wealth Group, LLC | 936 | $50.9K | 0.00% | −87−8.5% | Reduced |
| CVA Family Office, LLC | 900 | $48.9K | 0.01% | −9−1.0% | Reduced |
| Financial Perspectives, Inc | 855 | $46.5K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 835 | $45.4K | 0.00% | +835 | New |
| Natixis | 751 | $40.8K | 0.00% | +605+414.4% | Added |
| AdvisorNet Financial, Inc | 730 | $39.7K | 0.00% | −30−3.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 729 | $39.6K | 0.01% | +729 | New |
| Andra AP-fonden | 700 | $38.1K | 0.00% | +700 | New |
| CoreCap Advisors, LLC | 568 | $30.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 517 | $28.1K | 0.00% | −18−3.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 485 | $26.4K | 0.00% | +485 | New |
| Ci Investments Inc. | 434 | $24.0K | 0.00% | +25+6.1% | Added |
| Caitong International Asset Management Co., Ltd | 429 | $23.3K | 0.02% | +57+15.3% | Added |
| Ostrum Asset Management | 417 | $22.7K | 0.00% | −13−3.0% | Reduced |
| Kennebec Savings Bank | 411 | $22.3K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 423 | $22.0K | 0.00% | +105+33.0% | Added |
| Private Trust Co NA | 363 | $19.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $19.0K | 0.00% | +85+32.1% | Added |
| Steward Partners Investment Advisory, LLC | 344 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 330 | $17.9K | 0.00% | −1,301−79.8% | Reduced |
| Fifth Third Bancorp | 329 | $17.9K | 0.00% | +141+75.0% | Added |
| 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 |
| GWM Advisors LLC | 288 | $15.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 276 | $15.0K | 0.00% | +111+67.3% | Added |
| Umb Bank N A | 248 | $13.5K | 0.00% | +8+3.3% | Added |
| Spire Wealth Management | 243 | $13.2K | 0.00% | −25−9.3% | Reduced |
| Smartleaf Asset Management LLC | 231 | $12.7K | 0.00% | −159−40.8% | Reduced |
| Glenmede Investment Management, LP | 234 | $12.7K | 0.00% | +234 | New |
| YANKCOM Partnership | 220 | $12.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 208 | $11.3K | 0.00% | +100+92.6% | Added |
| Covestor Ltd | 193 | $11.0K | 0.01% | −1−0.5% | Reduced |
| Farther Finance Advisors, LLC | 181 | $9.84K | 0.00% | +65+56.0% | Added |
| Bell Investment Advisors, Inc | 176 | $9.57K | 0.00% | +9+5.4% | Added |
| Skopos Labs, Inc. | 170 | $9.24K | 0.00% | −158−48.2% | Reduced |
| Hemington Wealth Management | 183 | $9.00K | 0.00% | −22−10.7% | Reduced |
| Golden State Wealth Management, LLC | 156 | $8.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $7.34K | 0.00% | +135 | New |
| Whittier Trust Co of Nevada Inc | 135 | $7.34K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 125 | $6.80K | 0.00% | +17+15.7% | Added |
| Versant Capital Management, Inc | 96 | $5.22K | 0.00% | −18−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 93 | $5.06K | 0.00% | −32−25.6% | Reduced |
| Massmutual Trust Co FSB | 84 | $4.57K | 0.00% | +35+71.4% | Added |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $3.86K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 69 | $3.75K | 0.00% | +49+245.0% | Added |
| Fortitude Family Office, LLC | 57 | $3.10K | 0.00% | +57 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $3.04K | 0.00% | +11+24.4% | Added |
| 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 |
| Red Tortoise LLC | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 40 | $2.17K | 0.00% | −25−38.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 39 | $2.12K | 0.00% | +1+2.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 26 | $1.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.36K | 0.00% | −1−3.8% | Reduced |