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, Q1 2026
Institutional positions in U-Haul Holding Co as of Mar 31, 2026. 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
- 297
- −9 vs. Q4 2025
- Shares held
- 62.8M
- +9.13M (+17.0%) vs. Q4 2025
- Total value
- $2.81B
- +$296.3M (+11.8%) vs. Q4 2025
- New holders
- 38
- 115 more added
- Sold out
- 47
- 95 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 12 | $0 | 0.00% | +1+9.1% | Added |
| IFP Advisors, Inc | 1 | $45 | 0.00% | −3−75.0% | Reduced |
| Harbour Investments, Inc. | 2 | $89 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $89 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $90 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3 | $134 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $134 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $134 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $179 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $179 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $402 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $403 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $468 | 0.00% | +3+50.0% | Added |
| Bogart Wealth, LLC | 11 | $491 | 0.00% | +1+10.0% | Added |
| Basecamp Wealth Advisors LLC | 12 | $536 | 0.00% | −20−62.5% | Reduced |
| Cromwell Holdings LLC | 12 | $536 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $537 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $537 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 17 | $760 | 0.00% | +9+112.5% | Added |
| Keating Financial Advisory Services, Inc. | 18 | $804 | 0.00% | −3−14.3% | Reduced |
| Bell Investment Advisors, Inc | 20 | $894 | 0.00% | −10−33.3% | Reduced |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.04K | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 25 | $1.12K | 0.00% | +14+127.3% | Added |
| SJS Investment Consulting Inc. | 25 | $1.12K | 0.00% | +23+1,150.0% | Added |
| Atlantic Union Bankshares Corp | 26 | $1.16K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 28 | $1.25K | 0.00% | −450−94.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $1.25K | 0.00% | +2+7.7% | Added |
| Simplex Trading, LLC | 38 | $1.70K | 0.00% | −1,184−96.9% | Reduced |
| Ares Financial Consulting, LLC | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 48 | $2.14K | 0.00% | −49−50.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 48 | $2.25K | 0.00% | +48 | New |
| Strengthening Families & Communities, LLC | 54 | $2.42K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $2.50K | 0.00% | +11+24.4% | Added |
| Westfuller Advisors, LLC | 63 | $2.81K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 71 | $3.17K | 0.00% | +64+914.3% | Added |
| Fortitude Family Office, LLC | 80 | $3.57K | 0.00% | +58+263.6% | Added |
| Bare Financial Services, Inc | 80 | $3.57K | 0.00% | +80 | New |
| SRS Capital Advisors, Inc. | 78 | $3.58K | 0.00% | +11+16.4% | Added |
| Private Wealth Management Group, LLC | 82 | $3.66K | 0.00% | +10+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 88 | $3.93K | 0.00% | +2+2.3% | Added |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $4.38K | 0.00% | +21+27.3% | Added |
| Brown Brothers Harriman & Co | 99 | $4.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 111 | $4.96K | 0.00% | −48−30.2% | Reduced |
| Covestor Ltd | 105 | $5.00K | 0.00% | −87−45.3% | Reduced |
| Massmutual Trust Co FSB | 120 | $5.36K | 0.00% | −93−43.7% | Reduced |
| Umb Bank N A | 120 | $5.36K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 156 | $7.01K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 160 | $7.15K | 0.00% | −852−84.2% | Reduced |
| MAI Capital Management | 164 | $7.33K | 0.00% | +164 | New |
| Pinnacle Bancorp, Inc. | 176 | $7.86K | 0.00% | +70+66.0% | Added |
| Vanguard National Trust Co | 180 | $8.04K | 0.00% | +180 | New |
| Smartleaf Asset Management LLC | 209 | $9.04K | 0.00% | +7+3.5% | Added |
| Spire Wealth Management | 207 | $9.25K | 0.00% | −251−54.8% | Reduced |
| YANKCOM Partnership | 220 | $9.83K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $11.6K | 0.00% | +5+2.0% | Added |
| GWM Advisors LLC | 288 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 297 | $13.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 345 | $15.4K | 0.00% | +345 | New |
| AdvisorNet Financial, Inc | 360 | $16.1K | 0.00% | −360−50.0% | Reduced |
| Daytona Street Capital LLC | 360 | $16.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 363 | $16.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 387 | $17.3K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 411 | $18.4K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 488 | $21.8K | 0.00% | +141+40.6% | Added |
| CWM, LLC | 581 | $26.0K | 0.00% | −399−40.7% | Reduced |
| CoreCap Advisors, LLC | 603 | $26.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 621 | $27.4K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 615 | $27.5K | 0.00% | +552+876.2% | Added |
| Versant Capital Management, Inc | 629 | $28.1K | 0.00% | +102+19.4% | Added |
| Ronald Blue Trust, Inc. | 725 | $32.4K | 0.00% | −899−55.4% | Reduced |
| Financial Perspectives, Inc | 855 | $38.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 887 | $39.6K | 0.00% | +85+10.6% | Added |
| Rockefeller Capital Management L.P. | 1,117 | $49.9K | 0.00% | −527−32.1% | Reduced |
| CVA Family Office, LLC | 1,143 | $51.1K | 0.01% | +243+27.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,351 | $60.3K | 0.00% | +1,351 | New |
| Signaturefd, LLC | 1,368 | $61.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,498 | $66.9K | 0.00% | +1,498 | New |
| Nomura Asset Management Co Ltd | 1,500 | $67.0K | 0.00% | +385+34.5% | Added |
| Colonial Trust Co | 1,602 | $71.6K | 0.01% | +2+0.1% | Added |
| Parallel Advisors, LLC | 1,739 | $77.7K | 0.00% | +29+1.7% | Added |
| Quadrant Capital Group LLC | 1,809 | $80.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,852 | $82.7K | 0.00% | +1,643+786.1% | Added |
| Jones Financial Companies LLLP | 2,101 | $90.1K | 0.00% | +963+84.6% | Added |
| Eurizon Capital SGR S.p.A. | 2,073 | $90.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2,322 | $103.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,784 | $105.6K | 0.03% | +1,784 | New |
| Sterling Capital Management LLC | 2,377 | $106.2K | 0.00% | −1,603−40.3% | Reduced |
| Rothschild Investment LLC | 2,384 | $106.5K | 0.01% | +29+1.2% | Added |
| STRS Ohio | 2,419 | $108.1K | 0.00% | −4−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 2,589 | $115.6K | 0.00% | −726−21.9% | Reduced |
| US Bancorp | 3,223 | $144.0K | 0.00% | +55+1.7% | Added |
| GAMMA Investing LLC | 3,296 | $147.2K | 0.01% | +241+7.9% | Added |
| MetLife Investment Management | 3,396 | $151.7K | 0.00% | −116−3.3% | Reduced |
| Quantbot Technologies LP | 3,409 | $152.3K | 0.01% | −21,895−86.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,846 | $171.8K | 0.00% | +2+0.1% | Added |