Skip to main content

U-Haul Holding Co

UHAL
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; 226 institutions reported holding it in 13F filings for Q2 2026, worth $592.9M in total; Abrams Capital is the only superinvestor holding it.

Other share classesUHAL.B

13F holders, Q1 2021

Institutional positions in U-Haul Holding Co as of Mar 31, 2021. 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
277
No complete 13F data for Q4 2020
Shares held
6.86M
No complete 13F data for Q4 2020
Total value
$4.20B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UHAL 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 holdersQ1 2021: 277 institutions
Q1 2021: 277 institutionsQ2 2021: 282 institutionsQ3 2021: 293 institutionsQ4 2021: 329 institutionsQ1 2022: 307 institutionsQ2 2022: 291 institutionsQ3 2022: 289 institutionsQ4 2022: 214 institutionsQ1 2023: 203 institutionsQ2 2023: 192 institutionsQ3 2023: 177 institutionsQ4 2023: 194 institutionsQ1 2024: 198 institutionsQ2 2024: 186 institutionsQ3 2024: 200 institutionsQ4 2024: 202 institutionsQ1 2025: 212 institutionsQ2 2025: 212 institutionsQ3 2025: 210 institutionsQ4 2025: 202 institutionsQ1 2026: 204 institutionsQ2 2026: 226 institutions
Value heldQ1 2021: $4.20B
Q1 2021: $4.20BQ2 2021: $4.21BQ3 2021: $4.53BQ4 2021: $5.12BQ1 2022: $4.24BQ2 2022: $3.36BQ3 2022: $3.61BQ4 2022: $483.3MQ1 2023: $447.0MQ2 2023: $419.5MQ3 2023: $407.0MQ4 2023: $506.4MQ1 2024: $488.9MQ2 2024: $440.2MQ3 2024: $557.4MQ4 2024: $527.5MQ1 2025: $480.8MQ2 2025: $488.1MQ3 2025: $400.0MQ4 2025: $377.1MQ1 2026: $348.8MQ2 2026: $592.9M
Institutions holding UHAL and their total value by quarter
QuarterHoldersValue
Q2 2026226$592.9M
Q1 2026204$348.8M
Q4 2025202$377.1M
Q3 2025210$400.0M
Q2 2025212$488.1M
Q1 2025212$480.8M
Q4 2024202$527.5M
Q3 2024200$557.4M
Q2 2024186$440.2M
Q1 2024198$488.9M
Q4 2023194$506.4M
Q3 2023177$407.0M
Q2 2023192$419.5M
Q1 2023203$447.0M
Q4 2022214$483.3M
Q3 2022289$3.61B
Q2 2022291$3.36B
Q1 2022307$4.24B
Q4 2021329$5.12B
Q3 2021293$4.53B
Q2 2021282$4.21B
Q1 2021277$4.20B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding U-Haul Holding Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UHAL in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC2$1.00K0.00%––
Valeo Financial Advisors, LLC2$1.00K0.00%––
Meeder Asset Management Inc4$2.00K0.00%––
NEXT Financial Group, Inc3$2.00K0.00%––
BerganKDV Wealth Management, LLC3$2.00K0.00%––
Wealthcare Advisory Partners LLC4$2.00K0.00%––
Quadrant Capital Group LLC5$3.00K0.00%––
Earnest Partners LLC6$4.00K0.00%––
Simplex Trading, LLC7$4.00K0.00%––
Meridian Wealth Partners, LLC6$4.00K0.00%––
Arkadios Wealth Advisors8$4.00K0.00%––
Patriot Financial Group Insurance Agency, LLC8$5.00K0.00%––
Ogorek Anthony Joseph10$6.00K0.00%––
Parkside Financial Bank & Trust10$6.00K0.00%––
Zions Bancorporation, N.A.9$6.00K0.00%––
Steward Partners Investment Advisory, LLC12$7.40K0.00%––
Massmutual Trust Co FSB14$9.00K0.00%––
Prestige Wealth Management Group LLC14$9.00K0.00%––
Lindbrook Capital, LLC16$10.0K0.00%––
Harbour Investments, Inc.18$12.0K0.00%––
Cascade Investment Advisors, Inc.25$15.3K0.01%––
State of Wyoming30$18.0K0.03%––
Private Capital Group, LLC33$20.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund35$21.0K0.00%––
FourThought Financial, LLC36$22.0K0.00%––
Leonteq Securities AG44$27.0K0.00%––
First Horizon Advisors, Inc.49$30.0K0.00%––
Berman Capital Advisors, LLC49$30.0K0.01%––
First Mercantile Trust Co58$36.0K0.00%––
Signaturefd, LLC72$44.0K0.00%––
Tobam76$47.0K0.00%––
JJJ Advisors Inc.79$48.0K0.02%––
AdvisorNet Financial, Inc80$49.0K0.00%––
Geneos Wealth Management Inc.89$53.0K0.00%––
Livforsakringsbolaget Skandia, Omsesidigt100$61.0K0.00%––
CVA Family Office, LLC100$61.0K0.02%––
Harvest Fund Management Co., Ltd103$63.0K0.01%––
American International Group, Inc.107$66.0K0.00%––
Shell Asset Management Co107$66.0K0.00%––
Federation des caisses Desjardins du Quebec110$67.4K0.00%––
Tower Research Capital LLC (TRC)113$69.0K0.00%––
Parallel Advisors, LLC119$73.0K0.00%––
First Manhattan Co145$88.0K0.00%––
Northwestern Mutual Wealth Management Co175$107.0K0.00%––
Metropolitan Life Insurance Co181$110.9K0.00%––
Captrust Financial Advisors193$118.0K0.00%––
US Bancorp204$125.0K0.00%––
Lazard Asset Management LLC216$132.0K0.00%––
Eaton Vance Management281$172.0K0.00%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH281$172.0K0.02%––
King Wealth295$181.0K0.04%––
Rockefeller Capital Management L.P.329$201.0K0.00%––
Quantinno Capital Management LP336$206.0K0.22%––
Landscape Capital Management, L.L.C.345$211.0K0.03%––
Cetera Advisors LLC348$213.0K0.01%––
Redpoint Investment Management Pty Ltd350$214.0K0.02%––
Daiwa Securities Group Inc.360$221.0K0.00%––
XTX Topco Ltd366$224.0K0.11%––
WealthStone, Inc.380$232.0K0.08%––
AlphaCrest Capital Management LLC389$238.0K0.01%––
James Investment Research Inc400$245.0K0.02%––
Balyasny Asset Management LLC411$252.0K0.00%––
D. E. Shaw & Co., Inc.414$254.0K0.00%––
Burney Co420$257.0K0.01%––
StoneX Group Inc.444$272.0K0.05%––
Marshall Wace North America L.P.443$272.0K0.00%––
Nordea Investment Management AB443$273.0K0.00%––
Qube Research & Technologies Ltd452$277.0K0.00%––
Somerset Trust Co468$287.0K0.12%––
Gotham Asset Management, LLC477$292.0K0.01%––
Canandaigua National Corp484$296.0K0.05%––
Ausdal Financial Partners, Inc.488$299.0K0.05%––
Maverick Capital LtdSuperinvestorMaverick Capital493$302.0K0.00%––
CBIZ Investment Advisory Services, LLC–$306.0K0.01%––
Quadrature Capital Ltd500$307.0K0.01%––
Sumitomo Mitsui DS Asset Management Company, Ltd510$312.0K0.01%––
DuPont Capital Management Corp515$315.0K0.01%––
Robeco Institutional Asset Management B.V.542$332.0K0.00%––
Barings LLC546$334.0K0.01%––
KBC Group NV558$342.0K0.00%––
Illinois Municipal Retirement Fund581$356.0K0.02%––
American Century Companies Inc593$363.0K0.00%––
Principal Financial Group Inc603$369.0K0.00%––
CIBC World Markets Inc.609$373.0K0.00%––
Susquehanna International Group, LLP649$398.0K0.00%––
Westpac Banking Corp666$408.0K0.00%––
Advisory Research Inc677$415.0K0.03%––
Standard Life Aberdeen plc679$416.0K0.00%––
E. Ohman J:or Asset Management AB700$428.8K0.02%––
The PNC Financial Services Group, Inc.709$434.0K0.00%––
Maryland State Retirement & Pension System712$436.0K0.02%––
Colony Group LLC728$446.0K0.01%––
Prudential Financial Inc752$461.0K0.00%––
CIBC Asset Management Inc754$462.0K0.00%––
Pendal Group Limited758$464.0K0.00%––
TD Asset Management Inc793$486.0K0.00%––
Cubist Systematic Strategies, LLC810$496.0K0.01%––
Diversified Trust Co823$504.0K0.02%––
SG Americas Securities, LLC878$538.0K0.00%––
Creative Planning892$546.0K0.00%––