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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 3,296 | $147.2K | 0.01% | +241+7.9% | Added |
| US Bancorp | 3,223 | $144.0K | 0.00% | +55+1.7% | Added |
| Advisor Group Holdings, Inc. | 2,589 | $115.6K | 0.00% | −726−21.9% | Reduced |
| STRS Ohio | 2,419 | $108.1K | 0.00% | −4−0.2% | Reduced |
| Rothschild Investment LLC | 2,384 | $106.5K | 0.01% | +29+1.2% | Added |
| Sterling Capital Management LLC | 2,377 | $106.2K | 0.00% | −1,603−40.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,784 | $105.6K | 0.03% | +1,784 | New |
| Financial Consulate, Inc | 2,322 | $103.7K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 2,073 | $90.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,101 | $90.1K | 0.00% | +963+84.6% | Added |
| Assetmark, Inc | 1,852 | $82.7K | 0.00% | +1,643+786.1% | Added |
| Quadrant Capital Group LLC | 1,809 | $80.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,739 | $77.7K | 0.00% | +29+1.7% | Added |
| Colonial Trust Co | 1,602 | $71.6K | 0.01% | +2+0.1% | Added |
| Nomura Asset Management Co Ltd | 1,500 | $67.0K | 0.00% | +385+34.5% | Added |
| Fifth Third Bancorp | 1,498 | $66.9K | 0.00% | +1,498 | New |
| Signaturefd, LLC | 1,368 | $61.1K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,351 | $60.3K | 0.00% | +1,351 | New |
| CVA Family Office, LLC | 1,143 | $51.1K | 0.01% | +243+27.0% | Added |
| Rockefeller Capital Management L.P. | 1,117 | $49.9K | 0.00% | −527−32.1% | Reduced |
| EverSource Wealth Advisors, LLC | 887 | $39.6K | 0.00% | +85+10.6% | Added |
| Financial Perspectives, Inc | 855 | $38.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 725 | $32.4K | 0.00% | −899−55.4% | Reduced |
| Versant Capital Management, Inc | 629 | $28.1K | 0.00% | +102+19.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 615 | $27.5K | 0.00% | +552+876.2% | Added |
| Farther Finance Advisors, LLC | 621 | $27.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 603 | $26.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 581 | $26.0K | 0.00% | −399−40.7% | Reduced |
| Root Financial Partners, LLC | 488 | $21.8K | 0.00% | +141+40.6% | Added |
| Kennebec Savings Bank | 411 | $18.4K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 387 | $17.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 363 | $16.2K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 360 | $16.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 360 | $16.1K | 0.00% | −360−50.0% | Reduced |
| RWM Asset Management, LLC | 345 | $15.4K | 0.00% | +345 | New |
| Bryn Mawr Trust Co | 297 | $13.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 288 | $12.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 260 | $11.6K | 0.00% | +5+2.0% | Added |
| YANKCOM Partnership | 220 | $9.83K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 207 | $9.25K | 0.00% | −251−54.8% | Reduced |
| Smartleaf Asset Management LLC | 209 | $9.04K | 0.00% | +7+3.5% | Added |
| Vanguard National Trust Co | 180 | $8.04K | 0.00% | +180 | New |
| Pinnacle Bancorp, Inc. | 176 | $7.86K | 0.00% | +70+66.0% | Added |
| MAI Capital Management | 164 | $7.33K | 0.00% | +164 | New |
| Tower Research Capital LLC (TRC) | 160 | $7.15K | 0.00% | −852−84.2% | Reduced |
| Golden State Wealth Management, LLC | 156 | $7.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Covestor Ltd | 105 | $5.00K | 0.00% | −87−45.3% | Reduced |
| Parkside Financial Bank & Trust | 111 | $4.96K | 0.00% | −48−30.2% | Reduced |
| Brown Brothers Harriman & Co | 99 | $4.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $4.38K | 0.00% | +21+27.3% | Added |
| Ogorek Anthony Joseph | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 88 | $3.93K | 0.00% | +2+2.3% | Added |
| Private Wealth Management Group, LLC | 82 | $3.66K | 0.00% | +10+13.9% | Added |
| SRS Capital Advisors, Inc. | 78 | $3.58K | 0.00% | +11+16.4% | 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 |
| High Note Wealth, LLC | 71 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 71 | $3.17K | 0.00% | +64+914.3% | Added |
| Westfuller Advisors, LLC | 63 | $2.81K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 56 | $2.50K | 0.00% | +11+24.4% | Added |
| Strengthening Families & Communities, LLC | 54 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 48 | $2.25K | 0.00% | +48 | New |
| Quent Capital, LLC | 48 | $2.14K | 0.00% | −49−50.5% | Reduced |
| Ares Financial Consulting, LLC | 45 | $1.99K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 38 | $1.70K | 0.00% | −1,184−96.9% | Reduced |
| 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 |
| Atlantic Union Bankshares Corp | 26 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $1.12K | 0.00% | +23+1,150.0% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $1.12K | 0.00% | +14+127.3% | Added |
| Cornerstone Planning Group LLC | 22 | $1.04K | 0.00% | +22 | New |
| Hantz Financial Services, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $894 | 0.00% | −10−33.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 18 | $804 | 0.00% | −3−14.3% | Reduced |
| Rialto Wealth Management, LLC | 17 | $760 | 0.00% | +9+112.5% | Added |
| Prestige Wealth Management Group LLC | 12 | $537 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 12 | $537 | 0.00% | +12 | New |
| Basecamp Wealth Advisors LLC | 12 | $536 | 0.00% | −20−62.5% | Reduced |
| Cromwell Holdings LLC | 12 | $536 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $491 | 0.00% | +1+10.0% | Added |
| HFM Investment Advisors, LLC | 9 | $468 | 0.00% | +3+50.0% | Added |
| Quaker Wealth Management, LLC | 9 | $403 | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $402 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $179 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $179 | 0.00% | +4 | New |
| 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 |
| Dunhill Financial, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $90 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $90 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 2 | $89 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $89 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $45 | 0.00% | −3−75.0% | Reduced |
| Avion Wealth | 12 | $0 | 0.00% | +1+9.1% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −261,350−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −132,582−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −64,161−100.0% | Sold out |