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 |
|---|---|---|---|---|---|
| National Bank of Canada | 4,758 | $222.1K | 0.00% | +451+10.5% | Added |
| Teacher Retirement System of Texas | 4,705 | $219.9K | 0.00% | −8,013−63.0% | Reduced |
| Maryland State Retirement & Pension System | 4,687 | $219.1K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 4,640 | $216.9K | 0.03% | −420−8.3% | Reduced |
| Ensign Peak Advisors, Inc | 4,599 | $215.0K | 0.00% | −12,300−72.8% | Reduced |
| Independent Financial Group, LLC | 4,500 | $210.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 4,428 | $207.0K | 0.00% | −3,028−40.6% | Reduced |
| Aaron Wealth Advisors | 4,419 | $206.5K | 0.01% | +450+11.3% | Added |
| Keybank National Association | 4,414 | $206.3K | 0.00% | −204−4.4% | Reduced |
| HighTower Advisors, LLC | 4,382 | $204.8K | 0.00% | −468−9.6% | Reduced |
| Sterling Capital Management LLC | 3,980 | $186.0K | 0.00% | +51+1.3% | Added |
| The PNC Financial Services Group, Inc. | 3,951 | $184.7K | 0.00% | +948+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,844 | $179.7K | 0.00% | +3+0.1% | Added |
| MetLife Investment Management | 3,512 | $164.2K | 0.00% | +2+0.1% | Added |
| Advisor Group Holdings, Inc. | 3,315 | $154.9K | 0.00% | −2,543−43.4% | Reduced |
| Royal London Asset Management Ltd | 3,197 | $149.4K | 0.00% | −581−15.4% | Reduced |
| US Bancorp | 3,168 | $148.1K | 0.00% | −81−2.5% | Reduced |
| GAMMA Investing LLC | 3,055 | $142.8K | 0.01% | +183+6.4% | Added |
| AE Wealth Management LLC | 2,518 | $117.7K | 0.00% | −1,398−35.7% | Reduced |
| STRS Ohio | 2,423 | $113.3K | 0.00% | +5+0.2% | Added |
| Rothschild Investment LLC | 2,355 | $110.1K | 0.01% | +40+1.7% | Added |
| Financial Consulate, Inc | 2,322 | $108.5K | 0.01% | +1,350+138.9% | Added |
| Canada Pension Plan Investment Board | 2,100 | $98.2K | 0.00% | +2,100 | New |
| Eurizon Capital SGR S.p.A. | 2,073 | $97.8K | 0.00% | +2,073 | New |
| Quadrant Capital Group LLC | 1,809 | $84.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,710 | $79.9K | 0.00% | −4−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,644 | $76.8K | 0.00% | +779+90.1% | Added |
| Comerica Bank | 1,628 | $76.1K | 0.00% | −536−24.8% | Reduced |
| Ronald Blue Trust, Inc. | 1,624 | $75.9K | 0.00% | −205−11.2% | Reduced |
| Colonial Trust Co | 1,600 | $74.8K | 0.01% | +2+0.1% | Added |
| Signaturefd, LLC | 1,368 | $63.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,222 | $57.1K | 0.00% | −182−13.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,163 | $54.4K | 0.01% | +964+484.4% | Added |
| Jones Financial Companies LLLP | 1,138 | $53.2K | 0.00% | −196−14.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,115 | $52.1K | 0.00% | −30,790−96.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,023 | $48.0K | 0.00% | −3,314−76.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,012 | $47.3K | 0.00% | −573−36.2% | Reduced |
| CWM, LLC | 980 | $46.0K | 0.00% | −270−21.6% | Reduced |
| CIBC Private Wealth Group, LLC | 954 | $44.6K | 0.00% | +13+1.4% | Added |
| CVA Family Office, LLC | 900 | $42.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 855 | $40.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 802 | $37.5K | 0.00% | −365−31.3% | Reduced |
| AdvisorNet Financial, Inc | 720 | $33.7K | 0.00% | −1−0.1% | Reduced |
| Farther Finance Advisors, LLC | 621 | $29.0K | 0.00% | +68+12.3% | Added |
| CoreCap Advisors, LLC | 603 | $28.2K | 0.00% | +35+6.2% | Added |
| Miller Capital Partners, Inc. | 600 | $28.0K | 0.01% | +600 | New |
| Versant Capital Management, Inc | 527 | $24.6K | 0.00% | +460+686.6% | Added |
| Los Angeles Capital Management LLC | 478 | $22.8K | 0.00% | +478 | New |
| Spire Wealth Management | 458 | $21.4K | 0.00% | +61+15.4% | Added |
| Kennebec Savings Bank | 411 | $19.2K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 387 | $18.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 363 | $17.0K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 360 | $16.8K | 0.01% | +360 | New |
| Root Financial Partners, LLC | 347 | $16.2K | 0.00% | +71+25.7% | Added |
| Bryn Mawr Trust Co | 297 | $13.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 288 | $13.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 255 | $11.9K | 0.00% | −89−25.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 233 | $10.9K | 0.00% | +23+11.0% | Added |
| YANKCOM Partnership | 220 | $10.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 213 | $9.96K | 0.00% | +178+508.6% | Added |
| Assetmark, Inc | 209 | $9.77K | 0.00% | +21+11.2% | Added |
| Smartleaf Asset Management LLC | 202 | $9.55K | 0.00% | −78−27.9% | Reduced |
| Covestor Ltd | 192 | $9.00K | 0.00% | −1−0.5% | Reduced |
| Parkside Financial Bank & Trust | 159 | $7.43K | 0.00% | +51+47.2% | Added |
| Golden State Wealth Management, LLC | 156 | $7.32K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 120 | $5.61K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 83 | $5.19K | 0.00% | +83 | New |
| Pinnacle Bancorp, Inc. | 106 | $4.95K | 0.00% | +35+49.3% | Added |
| Brown Brothers Harriman & Co | 99 | $4.63K | 0.00% | −36−26.7% | Reduced |
| Quent Capital, LLC | 97 | $4.53K | 0.00% | −130−57.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 86 | $4.02K | 0.00% | +86 | New |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $3.60K | 0.00% | +4+5.5% | Added |
| Private Wealth Management Group, LLC | 72 | $3.37K | 0.00% | +63+700.0% | Added |
| High Note Wealth, LLC | 71 | $3.32K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 67 | $3.13K | 0.00% | +67 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63 | $2.95K | 0.00% | −81,412−99.9% | Reduced |
| Westfuller Advisors, LLC | 63 | $2.94K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 61 | $2.85K | 0.00% | −9−12.9% | Reduced |
| Strengthening Families & Communities, LLC | 54 | $2.53K | 0.00% | +54 | New |
| Zions Bancorporation, National Association | 45 | $2.10K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 45 | $2.10K | 0.00% | +45 | New |
| Global Retirement Partners, LLC | 33 | $1.54K | 0.00% | −34−50.7% | Reduced |
| Basecamp Wealth Advisors LLC | 32 | $1.50K | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 31 | $1.45K | 0.00% | +5+19.2% | Added |
| Bell Investment Advisors, Inc | 30 | $1.40K | 0.00% | −107−78.1% | Reduced |
| Manchester Capital Management LLC | 30 | $1.40K | 0.00% | +30 | 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 |
| Optima Capital LLC | 23 | $1.07K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 22 | $1.03K | 0.00% | −39−63.9% | Reduced |
| 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 |
| Keating Financial Advisory Services, Inc. | 21 | $982 | 0.00% | +21 | New |
| MV Capital Management, Inc. | 17 | $795 | 0.00% | +16+1,600.0% | Added |
| Huntington National Bank | 13 | $608 | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 12 | $561 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $561 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $514 | 0.00% | +5+83.3% | Added |
| Bogart Wealth, LLC | 10 | $467 | 0.00% | 00.0% | Unchanged |