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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 6,517 | $331.7K | 0.00% | +69+1.1% | Added |
| Prudential PLC | 6,238 | $317.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 6,171 | $314.0K | 0.00% | +69+1.1% | Added |
| Advisor Group Holdings, Inc. | 5,858 | $305.4K | 0.00% | −980−14.3% | Reduced |
| Verition Fund Management LLC | 5,958 | $303.3K | 0.00% | +42+0.7% | Added |
| Farringdon Capital, Ltd. | 5,867 | $298.6K | 0.08% | +5,867 | New |
| Viawealth, LLC | 5,760 | $293.2K | 0.16% | −304−5.0% | Reduced |
| Janney Capital Management LLC | 5,756 | $293.0K | 0.02% | −149−2.5% | Reduced |
| Quantbot Technologies LP | 5,746 | $292.5K | 0.01% | −4,397−43.4% | Reduced |
| Dana Investment Advisors, Inc. | 5,590 | $284.5K | 0.01% | +5,590 | New |
| Nisa Investment Advisors, LLC | 5,568 | $283.4K | 0.00% | +88+1.6% | Added |
| Forum Financial Management, LP | 5,344 | $272.0K | 0.00% | −120−2.2% | Reduced |
| Axq Capital, LP | 5,334 | $271.5K | 0.10% | −1,440−21.3% | Reduced |
| Utah Retirement Systems | 5,329 | $271.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,208 | $265.0K | 0.01% | +5,208 | New |
| Bank of Nova Scotia | 5,200 | $264.7K | 0.00% | +5,200 | New |
| Baker Ellis Asset Management LLC | 5,060 | $257.6K | 0.03% | −850−14.4% | Reduced |
| Pathstone Holdings, LLC | 4,941 | $251.5K | 0.00% | −1,125−18.5% | Reduced |
| HighTower Advisors, LLC | 4,850 | $246.9K | 0.00% | −46−0.9% | Reduced |
| CI Private Wealth, LLC | 4,735 | $241.1K | 0.00% | −7,677−61.9% | Reduced |
| Maryland State Retirement & Pension System | 4,687 | $238.6K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 4,618 | $235.1K | 0.00% | +11+0.2% | Added |
| Investment Management Corp of Ontario | 4,533 | $230.7K | 0.00% | +4,533 | New |
| Independent Financial Group, LLC | 4,500 | $229.1K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,430 | $225.5K | 0.00% | −734−14.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,337 | $221.0K | 0.00% | −116−2.6% | Reduced |
| National Bank of Canada | 4,307 | $219.2K | 0.00% | −14,839−77.5% | Reduced |
| Baird Financial Group, Inc. | 4,175 | $212.5K | 0.00% | +4,175 | New |
| Stratos Wealth Partners, LTD. | 4,036 | $205.4K | 0.00% | +175+4.5% | Added |
| Aaron Wealth Advisors | 3,969 | $202.0K | 0.01% | +3,969 | New |
| BSW Wealth Partners | 3,957 | $201.4K | 0.03% | +3,957 | New |
| Sterling Capital Management LLC | 3,929 | $200.0K | 0.00% | −537−12.0% | Reduced |
| AE Wealth Management LLC | 3,916 | $199.3K | 0.00% | +3,916 | New |
| Northwestern Mutual Wealth Management Co | 3,841 | $195.5K | 0.00% | −40−1.0% | Reduced |
| Royal London Asset Management Ltd | 3,778 | $192.3K | 0.00% | −1,000−20.9% | Reduced |
| MetLife Investment Management | 3,510 | $178.7K | 0.00% | +3,510 | New |
| US Bancorp | 3,249 | $165.4K | 0.00% | −17−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 3,003 | $152.9K | 0.00% | −964−24.3% | Reduced |
| GAMMA Investing LLC | 2,872 | $146.2K | 0.01% | −1,333−31.7% | Reduced |
| LRI Investments, LLC | 2,578 | $131.2K | 0.01% | −288−10.0% | Reduced |
| STRS Ohio | 2,418 | $123.1K | 0.00% | −32,701−93.1% | Reduced |
| Rothschild Investment LLC | 2,315 | $117.8K | 0.01% | +10+0.4% | Added |
| Comerica Bank | 2,164 | $110.2K | 0.00% | −77−3.4% | Reduced |
| Vestcor Inc | 2,016 | $103.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,829 | $93.1K | 0.00% | +192+11.7% | Added |
| Quadrant Capital Group LLC | 1,809 | $92.1K | 0.00% | +1,809 | New |
| Parallel Advisors, LLC | 1,714 | $87.2K | 0.00% | −247−12.6% | Reduced |
| Colonial Trust Co | 1,598 | $81.4K | 0.01% | +1+0.1% | Added |
| Tower Research Capital LLC (TRC) | 1,585 | $80.7K | 0.00% | +1,255+380.3% | Added |
| Simplex Trading, LLC | 1,404 | $71.0K | 0.00% | +981+231.9% | Added |
| Signaturefd, LLC | 1,368 | $69.6K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,359 | $69.2K | 0.00% | +246+22.1% | Added |
| Jones Financial Companies LLLP | 1,334 | $68.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,250 | $64.0K | 0.00% | +215+20.8% | Added |
| EverSource Wealth Advisors, LLC | 1,167 | $59.4K | 0.00% | −338−22.5% | Reduced |
| Financial Consulate, Inc | 972 | $49.5K | 0.01% | +972 | New |
| CIBC Private Wealth Group, LLC | 941 | $47.9K | 0.00% | +5+0.5% | Added |
| Natixis | 906 | $46.1K | 0.00% | +155+20.6% | Added |
| CVA Family Office, LLC | 900 | $45.8K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 865 | $44.0K | 0.00% | +865 | New |
| Financial Perspectives, Inc | 855 | $43.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 721 | $36.7K | 0.00% | −9−1.2% | Reduced |
| CoreCap Advisors, LLC | 568 | $28.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 553 | $28.1K | 0.00% | +372+205.5% | Added |
| Ci Investments Inc. | 503 | $26.0K | 0.00% | +69+15.9% | Added |
| Wealthspire Advisors, LLC | 464 | $23.6K | 0.00% | +464 | New |
| Kennebec Savings Bank | 411 | $20.9K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 404 | $20.6K | 0.00% | −13−3.1% | Reduced |
| Spire Wealth Management | 397 | $20.2K | 0.00% | +154+63.4% | Added |
| Private Wealth Asset Management, LLC | 387 | $19.7K | 0.00% | −2,333−85.8% | Reduced |
| Private Trust Co NA | 363 | $18.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 350 | $17.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 344 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $15.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 288 | $14.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 280 | $14.5K | 0.00% | +49+21.2% | Added |
| Raiffeisen Bank International AG | 277 | $14.3K | 0.00% | +277 | New |
| Root Financial Partners, LLC | 276 | $14.0K | 0.00% | +276 | New |
| Fifth Third Bancorp | 248 | $12.6K | 0.00% | −81−24.6% | Reduced |
| Quent Capital, LLC | 227 | $11.6K | 0.00% | +227 | New |
| YANKCOM Partnership | 220 | $11.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 210 | $10.7K | 0.00% | −275−56.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 199 | $10.1K | 0.01% | −230−53.6% | Reduced |
| Covestor Ltd | 193 | $10.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 188 | $9.57K | 0.00% | +119+172.5% | Added |
| Golden State Wealth Management, LLC | 156 | $7.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 137 | $6.97K | 0.00% | −39−22.2% | Reduced |
| Brown Brothers Harriman & Co | 135 | $6.87K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 120 | $6.11K | 0.00% | −128−51.6% | Reduced |
| Parkside Financial Bank & Trust | 108 | $5.50K | 0.00% | −17−13.6% | Reduced |
| MAI Capital Management | 100 | $5.09K | 0.00% | +55+122.2% | Added |
| Hemington Wealth Management | 106 | $5.00K | 0.00% | −77−42.1% | Reduced |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $3.72K | 0.00% | −20−21.5% | 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 |
| North Star Investment Management Corp. | 70 | $3.56K | 0.00% | −138−66.3% | Reduced |
| Versant Capital Management, Inc | 67 | $3.41K | 0.00% | −29−30.2% | Reduced |
| Global Retirement Partners, LLC | 67 | $3.41K | 0.00% | +67 | New |