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
Institute for Wealth Management, LLC.896$549.0K0.11%––
Legacy Wealth Asset Management, LLC924$566.0K0.26%––
Squarepoint Ops LLC929$569.0K0.01%––
Stifel Financial Corp961$588.0K0.00%––
Macquarie Group Ltd962$589.0K0.00%––
Camelot Portfolios, LLC962$589.0K0.24%––
Kovitz Investment Group Partners, LLC985$603.0K0.01%––
Voloridge Investment Management, LLC990$606.0K0.00%––
Robotti Robert1,000$613.0K0.15%––
Handelsbanken Fonder AB1,000$613.0K0.00%––
Sowell Financial Services LLC1,032$631.0K0.02%––
Amalgamated Bank1,036$635.0K0.02%––
Raymond James Financial Services Advisors, Inc.1,053$645.0K0.00%––
Advisor Group Holdings, Inc.1,054$645.0K0.00%––
Zeke Capital Advisors, LLC1,064$652.0K0.05%––
Nisa Investment Advisors, LLC1,070$655.0K0.00%––
Paloma Partners Management Co1,111$681.0K0.02%––
Keybank National Association1,136$696.0K0.00%––
Gulf International Bank (UK) Ltd1,152$705.0K0.01%––
Meiji Yasuda Asset Management Co Ltd.1,152$706.0K0.05%––
Public Employees Retirement Association of Colorado1,218$746.0K0.00%––
IFM Investors Pty Ltd1,232$755.0K0.02%––
Diversified Investment Strategies, LLC1,236$757.0K0.59%––
Banco Santander, S.A.1,240$760.0K0.01%––
ExodusPoint Capital Management, LP1,306$800.0K0.02%––
Toronto Dominion Bank1,319$808.0K0.00%––
LPL Financial LLC1,320$809.0K0.00%––
Nissay Asset Management Corp1,322$810.0K0.01%––
Voya Investment Management LLC1,366$837.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)1,389$851.0K0.01%––
SEI Investments Co1,428$875.0K0.00%––
Roundview Capital LLC1,582$969.0K0.12%––
Swiss Life Asset Management Ltd1,586$971.6K0.01%––
Claret Asset Management Corp1,597$978.0K0.18%––
Millennium Management LLC1,602$981.0K0.00%––
British Columbia Investment Management Corp1,610$986.0K0.01%––
Utah Retirement Systems1,663$1.02M0.01%––
Greenleaf Trust1,674$1.02M0.01%––
M&T Bank Corp1,683$1.03M0.00%––
Mackenzie Financial Corp1,743$1.07M0.00%––
Fuller & Thaler Asset Management, Inc.1,751$1.07M0.01%––
Lombard Odier Asset Management (Switzerland) SA1,829$1.12M0.07%––
Commonwealth Equity Services, LLC1,881$1.15M0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,906$1.17M0.01%––
Gerber Kawasaki Wealth & Investment Management1,913$1.17M0.14%––
Nomura Asset Management Co Ltd1,948$1.19M0.01%––
Weil Company, Inc.2,061$1.26M0.72%––
Norman Fields, Gottscho Capital Management, LLC2,311$1.42M0.62%––
Optimal Asset Management, Inc.2,405$1.47M0.19%––
Jane Street Group, LLC2,468$1.51M0.00%––
Brinker Capital Investments, LLC2,697$1.65M0.02%––
Korea Investment CORP2,700$1.65M0.01%––
RBF Capital, LLC2,800$1.72M0.11%––
Arizona State Retirement System2,827$1.73M0.02%––
Envestnet Asset Management Inc2,895$1.77M0.00%––
Franklin Resources Inc2,952$1.81M0.00%––
Skandinaviska Enskilda Banken AB (publ)2,960$1.81M0.01%––
State of Alaska, Department of Revenue2,984$1.83M0.02%––
Price T Rowe Associates Inc2,994$1.83M0.00%––
Prelude Capital Management, LLC3,006$1.84M0.13%––
Oregon Public Employees Retirement Fund3,009$1.84M0.02%––
Colony Capital, Inc.3,100$1.90M0.24%––
Seeyond3,212$1.97M0.20%––
DekaBank Deutsche Girozentrale3,283$1.99M0.01%––
Treasurer of the State of North Carolina3,268$2.00M0.01%––
Railway Pension Investments Ltd3,300$2.02M0.02%––
Man Group plc3,463$2.12M0.01%––
Mackay Shields LLC3,500$2.14M0.02%––
National Asset Management, Inc.3,590$2.20M0.08%––
Pictet Asset Management Ltd3,700$2.27M0.00%––
Oppenheimer Asset Management Inc.3,770$2.31M0.04%––
Caisse de Depot Et Placement du Quebec3,801$2.33M0.01%––
Los Angeles Capital Management LLC3,829$2.35M0.01%––
Skylands Capital, LLC3,950$2.42M0.31%––
Swedbank AB4,334$2.66M0.01%––
Ensign Peak Advisors, Inc4,350$2.67M0.01%––
Arrowstreet Capital, Limited Partnership4,400$2.69M0.00%––
Bank of Montreal4,375$2.71M0.00%––
STRS Ohio4,420$2.71M0.01%––
State of Wisconsin Investment Board4,434$2.72M0.01%––
Virginia Retirement Systems Et Al4,600$2.82M0.03%––
Citigroup Inc4,706$2.88M0.00%––
Asset Management One Co.,Ltd.4,898$3.00M0.01%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund5,106$3.13M0.03%––
Teacher Retirement System of Texas5,200$3.19M0.02%––
Alliancebernstein L.P.5,203$3.19M0.00%––
BNP Paribas Arbitrage, SA5,206$3.19M0.01%––
Storebrand Asset Management AS5,345$3.27M0.02%––
AMP Capital Investors Ltd5,459$3.34M0.02%––
Royal Bank of Canada5,851$3.58M0.00%––
Mitsubishi UFJ Trust & Banking Corp5,979$3.65M0.01%––
Ingalls & Snyder LLC6,020$3.69M0.17%––
UBS Group AG6,076$3.72M0.00%––
Fairbanks Capital Management, Inc.6,221$3.81M3.21%––
Barclays PLC6,334$3.88M0.00%––
Public Employees Retirement System of Ohio6,441$3.95M0.02%––
Winton Group Ltd6,629$4.06M0.23%––
Mraz, Amerine & Associates, Inc.6,700$4.10M1.19%––
HSBC Holdings PLC6,953$4.25M0.01%––
Alberta Investment Management Corp7,200$4.41M0.04%––