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, Q3 2021
Institutional positions in U-Haul Holding Co as of Sep 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
- 293
- +12 vs. Q2 2021
- Shares held
- 7.02M
- −95.5K (−1.3%) vs. Q2 2021
- Total value
- $4.53B
- +$328.2M (+7.8%) vs. Q2 2021
- New holders
- 34
- 83 more added
- Sold out
- 22
- 117 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 226 | $592.9M |
| Q1 2026 | 204 | $348.8M |
| Q4 2025 | 202 | $377.1M |
| Q3 2025 | 210 | $400.0M |
| Q2 2025 | 212 | $488.1M |
| Q1 2025 | 212 | $480.8M |
| Q4 2024 | 202 | $527.5M |
| Q3 2024 | 200 | $557.4M |
| Q2 2024 | 186 | $440.2M |
| Q1 2024 | 198 | $488.9M |
| Q4 2023 | 194 | $506.4M |
| Q3 2023 | 177 | $407.0M |
| Q2 2023 | 192 | $419.5M |
| Q1 2023 | 203 | $447.0M |
| Q4 2022 | 214 | $483.3M |
| Q3 2022 | 289 | $3.61B |
| Q2 2022 | 291 | $3.36B |
| Q1 2022 | 307 | $4.24B |
| Q4 2021 | 329 | $5.12B |
| Q3 2021 | 293 | $4.53B |
| Q2 2021 | 282 | $4.21B |
| Q1 2021 | 277 | $4.20B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $2.00K | 0.00% | +3 | New |
| Quadrant Capital Group LLC | 5 | $3.00K | 0.00% | −1−16.7% | Reduced |
| Meeder Asset Management Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Patriot Financial Group Insurance Agency, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $5.00K | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 15 | $10.0K | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 18 | $11.0K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 19 | $12.0K | 0.00% | +1+5.6% | Added |
| Spire Wealth Management | 23 | $15.0K | 0.00% | +23 | New |
| Cascade Investment Advisors, Inc. | 25 | $16.1K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $21.0K | 0.00% | −3−8.3% | Reduced |
| Private Capital Group, LLC | 33 | $21.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 33 | $21.0K | 0.01% | +1+3.1% | Added |
| Danda Trouve Investment Management, Inc. | 45 | $29.0K | 0.03% | +45 | New |
| First Horizon Advisors, Inc. | 49 | $31.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 50 | $32.0K | 0.02% | +3+6.4% | Added |
| First Mercantile Trust Co | 53 | $34.0K | 0.00% | −3−5.4% | Reduced |
| First Quadrant L P | 55 | $36.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 67 | $43.0K | 0.01% | +18+36.7% | Added |
| Leonteq Securities AG | 77 | $49.7K | 0.00% | +14+22.2% | Added |
| AdvisorNet Financial, Inc | 80 | $52.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 96 | $62.0K | 0.02% | +11+12.9% | Added |
| Signaturefd, LLC | 97 | $63.0K | 0.00% | +26+36.6% | Added |
| American International Group, Inc. | 100 | $65.0K | 0.00% | −12−10.7% | Reduced |
| Pinebridge Investments, L.P. | 120 | $78.0K | 0.00% | +120 | New |
| Parallel Advisors, LLC | 124 | $80.0K | 0.00% | +3+2.5% | Added |
| First Manhattan Co | 135 | $87.0K | 0.00% | −11−7.5% | Reduced |
| Federated Hermes, Inc. | 147 | $95.0K | 0.00% | +92+167.3% | Added |
| Northwestern Mutual Wealth Management Co | 175 | $113.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 178 | $115.0K | 0.00% | −7−3.8% | Reduced |
| Harvest Fund Management Co., Ltd | 182 | $117.0K | 0.03% | +79+76.7% | Added |
| US Bancorp | 201 | $130.0K | 0.00% | −3−1.5% | Reduced |
| Quantbot Technologies LP | 222 | $143.0K | 0.01% | +222 | New |
| Captrust Financial Advisors | 240 | $155.0K | 0.00% | +39+19.4% | Added |
| Arkadios Wealth Advisors | 246 | $159.0K | 0.02% | +139+129.9% | Added |
| Federation des caisses Desjardins du Quebec | 264 | $170.4K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 373 | $176.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 283 | $183.0K | 0.11% | +283 | New |
| Tower Research Capital LLC (TRC) | 294 | $190.0K | 0.00% | −328−52.7% | Reduced |
| PEAK6 Investments LLC | 310 | $200.0K | 0.00% | +310 | New |
| Boothbay Fund Management, LLC | 324 | $209.0K | 0.01% | −1,661−83.7% | Reduced |
| James Investment Research Inc | 329 | $212.0K | 0.02% | −71−17.8% | Reduced |
| Rockefeller Capital Management L.P. | 329 | $212.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 337 | $218.0K | 0.24% | +337 | New |
| Cetera Advisors LLC | 349 | $225.0K | 0.00% | +2+0.6% | Added |
| Redpoint Investment Management Pty Ltd | 350 | $226.0K | 0.02% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 367 | $243.0K | 0.02% | +367 | New |
| Baker Ellis Asset Management LLC | 350 | $244.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 385 | $249.0K | 0.00% | +385 | New |
| Caisse de Depot Et Placement du Quebec | 400 | $258.0K | 0.00% | 00.0% | Unchanged |
| Burney Co | 420 | $271.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 440 | $284.0K | 0.00% | +30+7.3% | Added |
| Denali Advisors LLC | 440 | $284.0K | 0.12% | +199+82.6% | Added |
| StoneX Group Inc. | 444 | $287.0K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 452 | $292.0K | 0.12% | −9−2.0% | Reduced |
| Nordea Investment Management AB | 443 | $293.0K | 0.00% | 00.0% | Unchanged |
| Canandaigua National Corp | 457 | $295.0K | 0.05% | −3−0.7% | Reduced |
| CIBC World Markets Inc. | 458 | $296.0K | 0.00% | +6+1.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 481 | $310.0K | 0.04% | −616−56.2% | Reduced |
| Ausdal Financial Partners, Inc. | 496 | $320.0K | 0.05% | 00.0% | Unchanged |
| Robotti Robert | 500 | $323.0K | 0.07% | −500−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $323.0K | 0.03% | – | – |
| E. Ohman J:or Asset Management AB | 500 | $323.0K | 0.01% | −200−28.6% | Reduced |
| Magnetar Financial LLC | 509 | $329.0K | 0.00% | −607−54.4% | Reduced |
| Sageworth Trust Co | 510 | $329.0K | 0.03% | 00.0% | Unchanged |
| Pendal Group Limited | 518 | $335.0K | 0.00% | +23+4.6% | Added |
| AGF Investments LLC | 543 | $351.0K | 0.03% | −39−6.7% | Reduced |
| Barings LLC | 546 | $353.0K | 0.01% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 548 | $354.0K | 0.00% | −5,744−91.3% | Reduced |
| Alps Advisors Inc | 551 | $356.0K | 0.00% | +551 | New |
| KBC Group NV | 558 | $360.0K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 594 | $384.0K | 0.02% | +594 | New |
| Diversified Trust Co | 598 | $386.0K | 0.01% | +598 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 618 | $399.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 627 | $405.0K | 0.01% | −200−24.2% | Reduced |
| BCJ Capital Management, LLC | 639 | $413.0K | 0.04% | −87−12.0% | Reduced |
| Swiss Life Asset Management Ltd | 640 | $413.5K | 0.01% | +640 | New |
| Advisory Research Inc | 641 | $414.0K | 0.03% | −11−1.7% | Reduced |
| Engineers Gate Manager LP | 652 | $421.0K | 0.02% | +652 | New |
| Westpac Banking Corp | 666 | $430.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 670 | $433.0K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 695 | $449.0K | 0.00% | −386−35.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 723 | $467.1K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 712 | $473.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 802 | $518.0K | 0.00% | +48+6.4% | Added |
| Zeke Capital Advisors, LLC | 834 | $539.0K | 0.03% | −230−21.6% | Reduced |
| Keybank National Association | 837 | $541.0K | 0.00% | −20−2.3% | Reduced |
| Standard Life Aberdeen plc | 837 | $541.0K | 0.00% | +837 | New |
| Legacy Wealth Asset Management, LLC | 857 | $554.0K | 0.25% | −7−0.8% | Reduced |