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Livermore
Livermore
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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, Q2 2021

Institutional positions in U-Haul Holding Co as of Jun 30, 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
282
+7 vs. Q1 2021
Shares held
7.12M
+268.6K (+3.9%) vs. Q1 2021
Total value
$4.21B
+$8.67M (+0.2%) vs. Q1 2021
New holders
42
110 more added
Sold out
35
73 more reduced

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 282 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 heldQ2 2021: $4.21B
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, Q2 2021

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2021.

Institutions holding UHAL in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
O'Shaughnessy Asset Management, LLC2$1.00K0.00%00.0%Unchanged
Meeder Asset Management Inc4$2.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc3$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC3$2.00K0.00%00.0%Unchanged
Earnest Partners LLC6$4.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC6$4.00K0.00%+1+20.0%Added
USA Financial Portformulas Corp7$4.00K0.00%+7New
Ogorek Anthony Joseph10$5.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$5.00K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC8$5.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust10$6.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB14$8.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC16$9.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC14$9.00K0.00%00.0%Unchanged
Harbour Investments, Inc.18$11.0K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.25$14.7K0.01%00.0%Unchanged
Private Capital Group, LLC33$20.0K0.00%00.0%Unchanged
Wealth Quarterback LLC32$20.0K0.01%+32New
FourThought Financial, LLC36$21.0K0.00%00.0%Unchanged
Advisory Services Network, LLC44$26.0K0.00%+44New
First Horizon Advisors, Inc.49$28.0K0.00%00.0%Unchanged
Berman Capital Advisors, LLC49$28.0K0.00%00.0%Unchanged
State of Wyoming47$28.0K0.02%+17+56.7%Added
First Quadrant L P55$32.0K0.00%+55New
Federated Hermes, Inc.55$32.0K0.00%+55New
First Mercantile Trust Co56$33.0K0.00%−2−3.4%Reduced
Leonteq Securities AG63$37.1K0.00%+19+43.2%Added
Signaturefd, LLC71$42.0K0.00%−1−1.4%Reduced
AdvisorNet Financial, Inc80$47.0K0.00%00.0%Unchanged
JJJ Advisors Inc.85$50.0K0.02%+6+7.6%Added
Livforsakringsbolaget Skandia, Omsesidigt100$59.0K0.00%00.0%Unchanged
CVA Family Office, LLC100$59.0K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd103$60.0K0.01%00.0%Unchanged
Arkadios Wealth Advisors107$63.0K0.01%+99+1,237.5%Added
American International Group, Inc.112$66.0K0.00%+5+4.7%Added
Parallel Advisors, LLC121$71.0K0.00%+2+1.7%Added
First Manhattan Co146$86.0K0.00%+1+0.7%Added
Northwestern Mutual Wealth Management Co175$103.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co185$109.0K0.00%+4+2.2%Added
Captrust Financial Advisors201$119.0K0.00%+8+4.1%Added
US Bancorp204$120.0K0.00%00.0%Unchanged
Denali Advisors LLC241$142.0K0.05%+241New
Federation des caisses Desjardins du Quebec264$155.4K0.00%+154+140.0%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH271$160.0K0.02%−10−3.6%Reduced
Dark Forest Capital Management LP273$161.0K0.07%+273New
King Wealth295$174.0K0.04%00.0%Unchanged
Rockefeller Capital Management L.P.329$193.0K0.00%00.0%Unchanged
Cetera Advisors LLC347$205.0K0.00%−1−0.3%Reduced
Redpoint Investment Management Pty Ltd350$206.0K0.02%00.0%Unchanged
Baker Ellis Asset Management LLC350$206.0K0.04%+350New
Natixis358$211.0K0.00%+358New
Martingale Asset Management L P361$213.0K0.00%+361New
Vontobel Holding Ltd.371$217.0K0.00%+371New
Eaton Vance Management373$220.0K0.00%+92+32.7%Added
Caisse de Depot Et Placement du Quebec400$236.0K0.00%−3,401−89.5%Reduced
James Investment Research Inc400$236.0K0.02%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital405$239.0K0.00%−88−17.8%Reduced
Daiwa Securities Group Inc.410$242.0K0.00%+50+13.9%Added
Worth Venture Partners, LLC410$242.0K0.09%+410New
Burney Co420$248.0K0.01%00.0%Unchanged
Nordea Investment Management AB443$261.0K0.00%00.0%Unchanged
StoneX Group Inc.444$262.0K0.04%00.0%Unchanged
CIBC World Markets Inc.452$266.0K0.00%−157−25.8%Reduced
Canandaigua National Corp460$271.0K0.04%−24−5.0%Reduced
Somerset Trust Co461$272.0K0.11%−7−1.5%Reduced
Pendal Group Limited495$292.0K0.00%−263−34.7%Reduced
Ausdal Financial Partners, Inc.496$292.0K0.04%+8+1.6%Added
CBIZ Investment Advisory Services, LLC–$295.0K0.03%––
Sageworth Trust Co510$301.0K0.02%+510New
Barings LLC546$322.0K0.01%00.0%Unchanged
KBC Group NV558$329.0K0.00%00.0%Unchanged
Gyon Technologies Capital Management, LP569$335.0K0.11%+569New
Lombard Odier Asset Management (Switzerland) SA576$339.0K0.02%−1,253−68.5%Reduced
AGF Investments LLC582$343.0K0.04%+582New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.618$364.0K0.00%+618New
Tower Research Capital LLC (TRC)622$367.0K0.01%+509+450.4%Added
Advisory Research Inc652$384.0K0.03%−25−3.7%Reduced
Old Mission Capital LLC651$384.0K0.01%+651New
The PNC Financial Services Group, Inc.659$388.0K0.00%−50−7.1%Reduced
Westpac Banking Corp666$392.5K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC670$395.0K0.00%−400−37.4%Reduced
E. Ohman J:or Asset Management AB700$412.6K0.01%00.0%Unchanged
Maryland State Retirement & Pension System712$416.0K0.01%00.0%Unchanged
Kestra Advisory Services, LLC714$421.0K0.00%+714New
Gsa Capital Partners LLP723$426.0K0.05%+723New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main723$426.1K0.00%+723New
BCJ Capital Management, LLC726$428.0K0.05%+726New
CIBC Asset Management Inc754$444.0K0.00%00.0%Unchanged
American Century Companies Inc780$460.0K0.00%+187+31.5%Added
ExodusPoint Capital Management, LP802$473.0K0.01%−504−38.6%Reduced
AlphaCrest Capital Management LLC815$480.0K0.02%+426+109.5%Added
Harel Insurance Investments & Financial Services Ltd.827$487.0K0.01%+827New
Keybank National Association857$505.0K0.00%−279−24.6%Reduced
Legacy Wealth Asset Management, LLC864$509.0K0.23%−60−6.5%Reduced
Creative Planning892$526.0K0.00%00.0%Unchanged
Institute for Wealth Management, LLC.896$528.0K0.09%00.0%Unchanged
Trexquant Investment LP906$534.0K0.05%+906New
TD Asset Management Inc967$569.0K0.00%+174+21.9%Added
ETF Managers Group, LLC980$574.0K0.01%+980New
Robotti Robert1,000$589.0K0.15%00.0%Unchanged