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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in U-Haul Holding Co as of Jun 30, 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
333
+38 vs. Q1 2026
Shares held
63.4M
+651.9K (+1.0%) vs. Q1 2026
Total value
$3.66B
+$855.0M (+30.5%) vs. Q1 2026
New holders
62
108 more added
Sold out
24
108 more reduced

2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 333 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 268 institutionsQ1 2023: 278 institutionsQ2 2023: 280 institutionsQ3 2023: 253 institutionsQ4 2023: 281 institutionsQ1 2024: 285 institutionsQ2 2024: 282 institutionsQ3 2024: 292 institutionsQ4 2024: 314 institutionsQ1 2025: 324 institutionsQ2 2025: 323 institutionsQ3 2025: 336 institutionsQ4 2025: 313 institutionsQ1 2026: 297 institutionsQ2 2026: 333 institutions
Value heldQ2 2026: $3.66B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $3.47BQ1 2023: $3.25BQ2 2023: $3.14BQ3 2023: $3.29BQ4 2023: $4.44BQ1 2024: $4.20BQ2 2024: $3.84BQ3 2024: $4.57BQ4 2024: $4.11BQ1 2025: $3.81BQ2 2025: $3.49BQ3 2025: $3.31BQ4 2025: $2.97BQ1 2026: $2.81BQ2 2026: $3.66B
Institutions holding UHAL.B and their total value by quarter
QuarterHoldersValue
Q2 2026333$3.66B
Q1 2026297$2.81B
Q4 2025313$2.97B
Q3 2025336$3.31B
Q2 2025323$3.49B
Q1 2025324$3.81B
Q4 2024314$4.11B
Q3 2024292$4.57B
Q2 2024282$3.84B
Q1 2024285$4.20B
Q4 2023281$4.44B
Q3 2023253$3.29B
Q2 2023280$3.14B
Q1 2023278$3.25B
Q4 2022268$3.47B
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2026.

Institutions holding UHAL.B in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC12$00.00%+12New
Principia Wealth Advisory, LLC1$580.00%+1New
Maryland Capital Advisors Inc.2$1160.00%+2New
Valued Wealth Advisors LLC2$1170.00%00.0%Unchanged
Dunhill Financial, LLC2$1220.00%00.0%Unchanged
Raffa Wealth Management, LLC3$1730.00%−1−25.0%Reduced
Hughes Financial Services, LLC3$1730.00%00.0%Unchanged
Harbour Investments, Inc.4$2310.00%+2+100.0%Added
IFP Advisors, Inc4$2310.00%+3+300.0%Added
MV Capital Management, Inc.4$2310.00%+4New
True Wealth Design, LLC4$2310.00%+4New
Bruce G. Allen Investments, LLC4$2310.00%+4New
American Capital Advisory, LLC5$2890.00%+3+150.0%Added
DecisionPoint Financial, LLC5$2920.00%+5New
Thurston, Springer, Miller, Herd & Titak, Inc.9$5190.00%00.0%Unchanged
SBI Securities Co., Ltd.9$5190.00%+9New
Clearstead Advisors, LLC9$5200.00%+9New
Marquette Asset Management, LLC9$5200.00%+9New
Transamerica Financial Advisors, Inc.11$6340.00%+11New
Basecamp Wealth Advisors LLC12$6920.00%00.0%Unchanged
Prestige Wealth Management Group LLC12$6930.00%00.0%Unchanged
UMA Financial Services, Inc.12$6930.00%00.0%Unchanged
Quaker Wealth Management, LLC14$8080.00%+5+55.6%Added
LRI Investments, LLC14$8080.00%+14New
Hantz Financial Services, Inc.18$1.00K0.00%00.0%Unchanged
Avion Wealth23$1.00K0.00%+11+91.7%Added
HFM Investment Advisors, LLC23$1.20K0.00%+14+155.6%Added
Cromwell Holdings LLC22$1.27K0.00%+10+83.3%Added
Bell Investment Advisors, Inc22$1.27K0.00%+2+10.0%Added
Cornerstone Planning Group LLC22$1.38K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.25$1.44K0.00%+25New
Planning Strategies Inc.25$1.44K0.00%+25New
Atlantic Union Bankshares Corp26$1.50K0.00%00.0%Unchanged
Bare Financial Services, Inc28$1.61K0.00%−52−65.0%Reduced
Activest Wealth Management29$1.67K0.00%+27+1,350.0%Added
Pinnacle Wealth Planning Services, Inc.31$1.79K0.00%−57−64.8%Reduced
DiNuzzo Private Wealth, Inc.33$1.91K0.00%+5+17.9%Added
Bay Harbor Wealth Management, LLC35$2.02K0.00%+10+40.0%Added
Ares Financial Consulting, LLC45$2.60K0.00%00.0%Unchanged
Creative Capital Management Investments LLC47$2.71K0.00%+47New
Bartlett & Co. Wealth Management LLC48$2.77K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC54$3.13K0.00%00.0%Unchanged
Zions Bancorporation, National Association56$3.23K0.00%00.0%Unchanged
Global Retirement Partners, LLC60$3.46K0.00%+60New
Westfuller Advisors, LLC63$3.63K0.00%00.0%Unchanged
LifeSteps Financial, Inc.63$3.63K0.00%+63New
Rialto Wealth Management, LLC65$3.75K0.00%+48+282.4%Added
Keating Financial Advisory Services, Inc.66$3.81K0.00%+48+266.7%Added
Parkside Financial Bank & Trust67$3.87K0.00%−44−39.6%Reduced
High Note Wealth, LLC71$4.10K0.00%00.0%Unchanged
Bogart Wealth, LLC71$4.10K0.00%+60+545.5%Added
Owl Creek Wealth Partners LLC75$4.33K0.00%+75New
Atlantic Trust, LLC80$4.62K0.00%+9+12.7%Added
Ogorek Anthony Joseph90$5.00K0.00%00.0%Unchanged
Action Point Financial Planning, LLC94$5.37K0.00%+94New
Brown Brothers Harriman & Co99$5.71K0.00%00.0%Unchanged
Covestor Ltd105$6.00K0.00%00.0%Unchanged
Sachetta, LLC108$6.23K0.00%+108New
Ronald Blue Trust, Inc.113$6.52K0.00%−612−84.4%Reduced
Pinnacle Bancorp, Inc.116$6.69K0.00%−60−34.1%Reduced
Private Wealth Management Group, LLC119$6.87K0.00%+37+45.1%Added
Bokf, NA130$7.50K0.00%+130New
JFS Wealth Advisors, LLC132$7.62K0.00%+34+34.7%Added
SJS Investment Consulting Inc.145$8.37K0.00%+120+480.0%Added
Fortitude Family Office, LLC148$8.54K0.00%+68+85.0%Added
Golden State Wealth Management, LLC157$9.06K0.00%+1+0.6%Added
Vanguard National Trust Co180$10.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB198$11.4K0.00%+78+65.0%Added
Spire Wealth Management207$11.9K0.00%00.0%Unchanged
Smartleaf Asset Management LLC209$12.4K0.00%00.0%Unchanged
YANKCOM Partnership220$12.7K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.228$13.2K0.00%+228New
Quent Capital, LLC257$14.8K0.00%+209+435.4%Added
GWM Advisors LLC288$16.6K0.00%00.0%Unchanged
Bryn Mawr Trust Co297$17.1K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC324$18.7K0.00%−63−16.3%Reduced
Steward Partners Investment Advisory, LLC352$20.3K0.00%+92+35.4%Added
Private Trust Co NA363$20.9K0.00%00.0%Unchanged
Daytona Street Capital LLC360$21.3K0.02%00.0%Unchanged
Kennebec Savings Bank411$23.7K0.02%00.0%Unchanged
SRS Capital Advisors, Inc.427$24.6K0.00%+349+447.4%Added
EverSource Wealth Advisors, LLC535$30.9K0.00%−352−39.7%Reduced
Nykredit A/S538$31.0K0.00%+538New
CoreCap Advisors, LLC603$34.8K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.615$35.5K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd630$36.4K0.00%−870−58.0%Reduced
Tower Research Capital LLC (TRC)643$37.1K0.00%+483+301.9%Added
Farther Finance Advisors, LLC644$37.2K0.00%+23+3.7%Added
Rockefeller Capital Management L.P.772$44.5K0.00%−345−30.9%Reduced
Mitsubishi UFJ Trust & Banking Corp806$46.5K0.00%+806New
Versant Capital Management, Inc827$47.7K0.00%+198+31.5%Added
Financial Perspectives, Inc855$49.3K0.01%00.0%Unchanged
IFG Advisory, LLC1,086$62.7K0.00%+1,086New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,147$66.2K0.00%−204−15.1%Reduced
CVA Family Office, LLC1,213$70.0K0.01%+70+6.1%Added
Signaturefd, LLC1,332$76.9K0.00%−36−2.6%Reduced
Assetmark, Inc1,398$80.7K0.00%−454−24.5%Reduced
Colonial Trust Co1,603$92.5K0.01%+1+0.1%Added
Parallel Advisors, LLC1,821$105.1K0.00%+82+4.7%Added
MetLife Investment Management1,856$107.1K0.00%−1,540−45.3%Reduced