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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 695 | $449.0K | 0.00% | −386−35.7% | Reduced |
| Nisa Investment Advisors, LLC | 670 | $433.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 666 | $430.3K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 652 | $421.0K | 0.02% | +652 | New |
| Advisory Research Inc | 641 | $414.0K | 0.03% | −11−1.7% | Reduced |
| Swiss Life Asset Management Ltd | 640 | $413.5K | 0.01% | +640 | New |
| BCJ Capital Management, LLC | 639 | $413.0K | 0.04% | −87−12.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 627 | $405.0K | 0.01% | −200−24.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 618 | $399.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 598 | $386.0K | 0.01% | +598 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 594 | $384.0K | 0.02% | +594 | New |
| KBC Group NV | 558 | $360.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 551 | $356.0K | 0.00% | +551 | New |
| D. E. Shaw & Co., Inc. | 548 | $354.0K | 0.00% | −5,744−91.3% | Reduced |
| Barings LLC | 546 | $353.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 543 | $351.0K | 0.03% | −39−6.7% | Reduced |
| Pendal Group Limited | 518 | $335.0K | 0.00% | +23+4.6% | Added |
| Magnetar Financial LLC | 509 | $329.0K | 0.00% | −607−54.4% | Reduced |
| Sageworth Trust Co | 510 | $329.0K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 500 | $323.0K | 0.01% | −200−28.6% | Reduced |
| Robotti Robert | 500 | $323.0K | 0.07% | −500−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $323.0K | 0.03% | – | – |
| Ausdal Financial Partners, Inc. | 496 | $320.0K | 0.05% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 481 | $310.0K | 0.04% | −616−56.2% | Reduced |
| CIBC World Markets Inc. | 458 | $296.0K | 0.00% | +6+1.3% | Added |
| Canandaigua National Corp | 457 | $295.0K | 0.05% | −3−0.7% | Reduced |
| Nordea Investment Management AB | 443 | $293.0K | 0.00% | 00.0% | Unchanged |
| Somerset Trust Co | 452 | $292.0K | 0.12% | −9−2.0% | Reduced |
| StoneX Group Inc. | 444 | $287.0K | 0.04% | 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 |
| Burney Co | 420 | $271.0K | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 400 | $258.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 385 | $249.0K | 0.00% | +385 | New |
| Baker Ellis Asset Management LLC | 350 | $244.0K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 367 | $243.0K | 0.02% | +367 | New |
| Redpoint Investment Management Pty Ltd | 350 | $226.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 349 | $225.0K | 0.00% | +2+0.6% | Added |
| Quantinno Capital Management LP | 337 | $218.0K | 0.24% | +337 | New |
| 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 |
| Boothbay Fund Management, LLC | 324 | $209.0K | 0.01% | −1,661−83.7% | Reduced |
| PEAK6 Investments LLC | 310 | $200.0K | 0.00% | +310 | New |
| Tower Research Capital LLC (TRC) | 294 | $190.0K | 0.00% | −328−52.7% | Reduced |
| Solstein Capital, LLC | 283 | $183.0K | 0.11% | +283 | New |
| Eaton Vance Management | 373 | $176.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 264 | $170.4K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 246 | $159.0K | 0.02% | +139+129.9% | Added |
| Captrust Financial Advisors | 240 | $155.0K | 0.00% | +39+19.4% | Added |
| Quantbot Technologies LP | 222 | $143.0K | 0.01% | +222 | New |
| US Bancorp | 201 | $130.0K | 0.00% | −3−1.5% | Reduced |
| Harvest Fund Management Co., Ltd | 182 | $117.0K | 0.03% | +79+76.7% | Added |
| Metropolitan Life Insurance Co | 178 | $115.0K | 0.00% | −7−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 175 | $113.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 147 | $95.0K | 0.00% | +92+167.3% | Added |
| First Manhattan Co | 135 | $87.0K | 0.00% | −11−7.5% | Reduced |
| Parallel Advisors, LLC | 124 | $80.0K | 0.00% | +3+2.5% | Added |
| Pinebridge Investments, L.P. | 120 | $78.0K | 0.00% | +120 | New |
| American International Group, Inc. | 100 | $65.0K | 0.00% | −12−10.7% | Reduced |
| Signaturefd, LLC | 97 | $63.0K | 0.00% | +26+36.6% | Added |
| JJJ Advisors Inc. | 96 | $62.0K | 0.02% | +11+12.9% | Added |
| AdvisorNet Financial, Inc | 80 | $52.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 77 | $49.7K | 0.00% | +14+22.2% | Added |
| Berman Capital Advisors, LLC | 67 | $43.0K | 0.01% | +18+36.7% | Added |
| First Quadrant L P | 55 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 53 | $34.0K | 0.00% | −3−5.4% | Reduced |
| State of Wyoming | 50 | $32.0K | 0.02% | +3+6.4% | Added |
| First Horizon Advisors, Inc. | 49 | $31.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 45 | $29.0K | 0.03% | +45 | New |
| 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 |
| Cascade Investment Advisors, Inc. | 25 | $16.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $15.0K | 0.00% | +23 | New |
| Harbour Investments, Inc. | 19 | $12.0K | 0.00% | +1+5.6% | Added |
| SOA Wealth Advisors, LLC. | 18 | $11.0K | 0.00% | +18 | New |
| Lindbrook Capital, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 15 | $10.0K | 0.00% | +15 | New |
| 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 |
| 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 |
| 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 |
| Earnest Partners LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 6 | $4.00K | 0.00% | +6 | 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 |
| 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 |
| O'Shaughnessy Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −815−100.0% | Sold out |