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, Q4 2025
Institutional positions in U-Haul Holding Co as of Dec 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
- 313
- −21 vs. Q3 2025
- Shares held
- 63.6M
- −1.45M (−2.2%) vs. Q3 2025
- Total value
- $2.97B
- −$336.8M (−10.2%) vs. Q3 2025
- New holders
- 49
- 94 more added
- Sold out
- 70
- 129 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | −7−38.9% | Reduced |
| Clearstead Advisors, LLC | 1 | $47 | 0.00% | −24−96.0% | Reduced |
| Quest Partners LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $93 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $94 | 0.00% | −8−80.0% | Reduced |
| Valued Wealth Advisors LLC | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $99 | 0.00% | +2 | New |
| IFP Advisors, Inc | 4 | $187 | 0.00% | −7−63.6% | Reduced |
| HFM Investment Advisors, LLC | 6 | $312 | 0.00% | −1−14.3% | Reduced |
| Atlantic Trust, LLC | 7 | $328 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 8 | $374 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $420 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $421 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 10 | $467 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $514 | 0.00% | +5+83.3% | Added |
| Prestige Wealth Management Group LLC | 12 | $561 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $561 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 13 | $608 | 0.00% | +13 | New |
| MV Capital Management, Inc. | 17 | $795 | 0.00% | +16+1,600.0% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $982 | 0.00% | +21 | New |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −6−33.3% | Reduced |
| Fortitude Family Office, LLC | 22 | $1.03K | 0.00% | −39−63.9% | Reduced |
| Optima Capital LLC | 23 | $1.07K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $1.22K | 0.00% | −10−27.8% | Reduced |
| Atlantic Union Bankshares Corp | 26 | $1.22K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 30 | $1.40K | 0.00% | −107−78.1% | Reduced |
| Manchester Capital Management LLC | 30 | $1.40K | 0.00% | +30 | New |
| Bruce G. Allen Investments, LLC | 31 | $1.45K | 0.00% | +5+19.2% | Added |
| Basecamp Wealth Advisors LLC | 32 | $1.50K | 0.00% | +32 | New |
| Global Retirement Partners, LLC | 33 | $1.54K | 0.00% | −34−50.7% | Reduced |
| Zions Bancorporation, National Association | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 45 | $2.10K | 0.00% | +45 | New |
| Strengthening Families & Communities, LLC | 54 | $2.53K | 0.00% | +54 | New |
| North Star Investment Management Corp. | 61 | $2.85K | 0.00% | −9−12.9% | Reduced |
| Westfuller Advisors, LLC | 63 | $2.94K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63 | $2.95K | 0.00% | −81,412−99.9% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $3.13K | 0.00% | +67 | New |
| High Note Wealth, LLC | 71 | $3.32K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $3.37K | 0.00% | +63+700.0% | Added |
| JFS Wealth Advisors, LLC | 77 | $3.60K | 0.00% | +4+5.5% | Added |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 86 | $4.02K | 0.00% | +86 | New |
| Quent Capital, LLC | 97 | $4.53K | 0.00% | −130−57.3% | Reduced |
| Brown Brothers Harriman & Co | 99 | $4.63K | 0.00% | −36−26.7% | Reduced |
| Pinnacle Bancorp, Inc. | 106 | $4.95K | 0.00% | +35+49.3% | Added |
| Fideuram Asset Management (Ireland) dac | 83 | $5.19K | 0.00% | +83 | New |
| Umb Bank N A | 120 | $5.61K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 156 | $7.32K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 159 | $7.43K | 0.00% | +51+47.2% | Added |
| Covestor Ltd | 192 | $9.00K | 0.00% | −1−0.5% | Reduced |
| Smartleaf Asset Management LLC | 202 | $9.55K | 0.00% | −78−27.9% | Reduced |
| Assetmark, Inc | 209 | $9.77K | 0.00% | +21+11.2% | Added |
| Massmutual Trust Co FSB | 213 | $9.96K | 0.00% | +178+508.6% | Added |
| YANKCOM Partnership | 220 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 233 | $10.9K | 0.00% | +23+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 255 | $11.9K | 0.00% | −89−25.9% | Reduced |
| GWM Advisors LLC | 288 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $13.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 347 | $16.2K | 0.00% | +71+25.7% | Added |
| Daytona Street Capital LLC | 360 | $16.8K | 0.01% | +360 | New |
| Private Trust Co NA | 363 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 387 | $18.1K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 411 | $19.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 458 | $21.4K | 0.00% | +61+15.4% | Added |
| Los Angeles Capital Management LLC | 478 | $22.8K | 0.00% | +478 | New |
| Versant Capital Management, Inc | 527 | $24.6K | 0.00% | +460+686.6% | Added |
| Miller Capital Partners, Inc. | 600 | $28.0K | 0.01% | +600 | New |
| CoreCap Advisors, LLC | 603 | $28.2K | 0.00% | +35+6.2% | Added |
| Farther Finance Advisors, LLC | 621 | $29.0K | 0.00% | +68+12.3% | Added |
| AdvisorNet Financial, Inc | 720 | $33.7K | 0.00% | −1−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 802 | $37.5K | 0.00% | −365−31.3% | Reduced |
| Financial Perspectives, Inc | 855 | $40.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 900 | $42.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 954 | $44.6K | 0.00% | +13+1.4% | Added |
| CWM, LLC | 980 | $46.0K | 0.00% | −270−21.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,012 | $47.3K | 0.00% | −573−36.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,023 | $48.0K | 0.00% | −3,314−76.4% | Reduced |
| Nomura Asset Management Co Ltd | 1,115 | $52.1K | 0.00% | −30,790−96.5% | Reduced |
| Jones Financial Companies LLLP | 1,138 | $53.2K | 0.00% | −196−14.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,163 | $54.4K | 0.01% | +964+484.4% | Added |
| Simplex Trading, LLC | 1,222 | $57.1K | 0.00% | −182−13.0% | Reduced |
| Signaturefd, LLC | 1,368 | $63.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 1,600 | $74.8K | 0.01% | +2+0.1% | Added |
| Ronald Blue Trust, Inc. | 1,624 | $75.9K | 0.00% | −205−11.2% | Reduced |
| Comerica Bank | 1,628 | $76.1K | 0.00% | −536−24.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,644 | $76.8K | 0.00% | +779+90.1% | Added |
| Parallel Advisors, LLC | 1,710 | $79.9K | 0.00% | −4−0.2% | Reduced |
| Quadrant Capital Group LLC | 1,809 | $84.6K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 2,073 | $97.8K | 0.00% | +2,073 | New |
| Canada Pension Plan Investment Board | 2,100 | $98.2K | 0.00% | +2,100 | New |
| Financial Consulate, Inc | 2,322 | $108.5K | 0.01% | +1,350+138.9% | Added |
| Rothschild Investment LLC | 2,355 | $110.1K | 0.01% | +40+1.7% | Added |
| STRS Ohio | 2,423 | $113.3K | 0.00% | +5+0.2% | Added |
| AE Wealth Management LLC | 2,518 | $117.7K | 0.00% | −1,398−35.7% | Reduced |
| GAMMA Investing LLC | 3,055 | $142.8K | 0.01% | +183+6.4% | Added |
| US Bancorp | 3,168 | $148.1K | 0.00% | −81−2.5% | Reduced |
| Royal London Asset Management Ltd | 3,197 | $149.4K | 0.00% | −581−15.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,315 | $154.9K | 0.00% | −2,543−43.4% | Reduced |
| MetLife Investment Management | 3,512 | $164.2K | 0.00% | +2+0.1% | Added |