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, Q3 2025
Institutional positions in U-Haul Holding Co as of Sep 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
- 336
- +17 vs. Q2 2025
- Shares held
- 65.0M
- +1.91M (+3.0%) vs. Q2 2025
- Total value
- $3.31B
- −$124.3M (−3.6%) vs. Q2 2025
- New holders
- 50
- 109 more added
- Sold out
- 33
- 121 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | +9+100.0% | Added |
| MV Capital Management, Inc. | 1 | $51 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $51 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $102 | 0.00% | −23−92.0% | Reduced |
| American Capital Advisory, LLC | 2 | $102 | 0.00% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $102 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $103 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $153 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 6 | $305 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $305 | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 7 | $364 | 0.00% | −4−36.4% | Reduced |
| Rialto Wealth Management, LLC | 8 | $408 | 0.00% | −10−55.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $458 | 0.00% | −47−83.9% | Reduced |
| Private Wealth Management Group, LLC | 9 | $459 | 0.00% | −31−77.5% | Reduced |
| Hughes Financial Services, LLC | 10 | $479 | 0.00% | +3+42.9% | Added |
| SJS Investment Consulting Inc. | 10 | $509 | 0.00% | −9−47.4% | Reduced |
| Bogart Wealth, LLC | 10 | $509 | 0.00% | +10 | New |
| IFP Advisors, Inc | 11 | $560 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $611 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $611 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 15 | $764 | 0.00% | +15 | New |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 25 | $1.27K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 33 | $1.68K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 35 | $1.78K | 0.00% | −49−58.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $1.88K | 0.00% | −3−7.7% | Reduced |
| Red Tortoise LLC | 44 | $2.24K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 67 | $3.00K | 0.00% | +67 | New |
| Fortitude Family Office, LLC | 61 | $3.10K | 0.00% | +4+7.0% | Added |
| Westfuller Advisors, LLC | 63 | $3.21K | 0.00% | +63 | New |
| Versant Capital Management, Inc | 67 | $3.41K | 0.00% | −29−30.2% | Reduced |
| Global Retirement Partners, LLC | 67 | $3.41K | 0.00% | +67 | New |
| North Star Investment Management Corp. | 70 | $3.56K | 0.00% | −138−66.3% | Reduced |
| High Note Wealth, LLC | 71 | $3.61K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 71 | $3.61K | 0.00% | +29+69.0% | Added |
| Transamerica Financial Advisors, Inc. | 71 | $3.61K | 0.00% | +71 | New |
| JFS Wealth Advisors, LLC | 73 | $3.72K | 0.00% | −20−21.5% | Reduced |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 106 | $5.00K | 0.00% | −77−42.1% | Reduced |
| MAI Capital Management | 100 | $5.09K | 0.00% | +55+122.2% | Added |
| Parkside Financial Bank & Trust | 108 | $5.50K | 0.00% | −17−13.6% | Reduced |
| Umb Bank N A | 120 | $6.11K | 0.00% | −128−51.6% | Reduced |
| Brown Brothers Harriman & Co | 135 | $6.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $6.97K | 0.00% | −39−22.2% | Reduced |
| Golden State Wealth Management, LLC | 156 | $7.97K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 188 | $9.57K | 0.00% | +119+172.5% | Added |
| Covestor Ltd | 193 | $10.0K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 199 | $10.1K | 0.01% | −230−53.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 210 | $10.7K | 0.00% | −275−56.7% | Reduced |
| YANKCOM Partnership | 220 | $11.2K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 227 | $11.6K | 0.00% | +227 | New |
| Fifth Third Bancorp | 248 | $12.6K | 0.00% | −81−24.6% | Reduced |
| Root Financial Partners, LLC | 276 | $14.0K | 0.00% | +276 | New |
| Raiffeisen Bank International AG | 277 | $14.3K | 0.00% | +277 | New |
| Smartleaf Asset Management LLC | 280 | $14.5K | 0.00% | +49+21.2% | Added |
| GWM Advisors LLC | 288 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $15.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 344 | $17.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $17.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 363 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 387 | $19.7K | 0.00% | −2,333−85.8% | Reduced |
| Spire Wealth Management | 397 | $20.2K | 0.00% | +154+63.4% | Added |
| Ostrum Asset Management | 404 | $20.6K | 0.00% | −13−3.1% | Reduced |
| Kennebec Savings Bank | 411 | $20.9K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 464 | $23.6K | 0.00% | +464 | New |
| Ci Investments Inc. | 503 | $26.0K | 0.00% | +69+15.9% | Added |
| Farther Finance Advisors, LLC | 553 | $28.1K | 0.00% | +372+205.5% | Added |
| CoreCap Advisors, LLC | 568 | $28.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 721 | $36.7K | 0.00% | −9−1.2% | Reduced |
| Financial Perspectives, Inc | 855 | $43.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 865 | $44.0K | 0.00% | +865 | New |
| CVA Family Office, LLC | 900 | $45.8K | 0.01% | 00.0% | Unchanged |
| Natixis | 906 | $46.1K | 0.00% | +155+20.6% | Added |
| CIBC Private Wealth Group, LLC | 941 | $47.9K | 0.00% | +5+0.5% | Added |
| Financial Consulate, Inc | 972 | $49.5K | 0.01% | +972 | New |
| EverSource Wealth Advisors, LLC | 1,167 | $59.4K | 0.00% | −338−22.5% | Reduced |
| CWM, LLC | 1,250 | $64.0K | 0.00% | +215+20.8% | Added |
| Jones Financial Companies LLLP | 1,334 | $68.7K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,359 | $69.2K | 0.00% | +246+22.1% | Added |
| Signaturefd, LLC | 1,368 | $69.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,404 | $71.0K | 0.00% | +981+231.9% | Added |
| Tower Research Capital LLC (TRC) | 1,585 | $80.7K | 0.00% | +1,255+380.3% | Added |
| Colonial Trust Co | 1,598 | $81.4K | 0.01% | +1+0.1% | Added |
| Parallel Advisors, LLC | 1,714 | $87.2K | 0.00% | −247−12.6% | Reduced |
| Quadrant Capital Group LLC | 1,809 | $92.1K | 0.00% | +1,809 | New |
| Ronald Blue Trust, Inc. | 1,829 | $93.1K | 0.00% | +192+11.7% | Added |
| Vestcor Inc | 2,016 | $103.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,164 | $110.2K | 0.00% | −77−3.4% | Reduced |
| Rothschild Investment LLC | 2,315 | $117.8K | 0.01% | +10+0.4% | Added |
| STRS Ohio | 2,418 | $123.1K | 0.00% | −32,701−93.1% | Reduced |
| LRI Investments, LLC | 2,578 | $131.2K | 0.01% | −288−10.0% | Reduced |
| GAMMA Investing LLC | 2,872 | $146.2K | 0.01% | −1,333−31.7% | Reduced |
| The PNC Financial Services Group, Inc. | 3,003 | $152.9K | 0.00% | −964−24.3% | Reduced |
| US Bancorp | 3,249 | $165.4K | 0.00% | −17−0.5% | Reduced |
| MetLife Investment Management | 3,510 | $178.7K | 0.00% | +3,510 | New |