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, Q4 2021
Institutional positions in U-Haul Holding Co as of Dec 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
- 329
- +41 vs. Q3 2021
- Shares held
- 7.05M
- +29.7K (+0.4%) vs. Q3 2021
- Total value
- $5.12B
- +$594.4M (+13.1%) vs. Q3 2021
- New holders
- 61
- 120 more added
- Sold out
- 20
- 99 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $4.00K | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Schubert & Co | 5 | $4.00K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 8 | $6.00K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $7.00K | 0.00% | +9 | New |
| Zullo Investment Group, Inc. | 13 | $9.00K | 0.00% | +13 | New |
| Covestor Ltd | 12 | $9.00K | 0.01% | +12 | New |
| Harbour Investments, Inc. | 14 | $10.0K | 0.00% | −5−26.3% | Reduced |
| Massmutual Trust Co FSB | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 16 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 18 | $13.0K | 0.01% | +18 | New |
| Leonteq Securities AG | 19 | $13.8K | 0.00% | −58−75.3% | Reduced |
| Spire Wealth Management | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 25 | $18.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $22.0K | 0.00% | +30 | New |
| Private Capital Group, LLC | 33 | $24.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 49 | $35.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 51 | $37.0K | 0.02% | +1+2.0% | Added |
| First Quadrant L P | 55 | $40.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 80 | $58.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 96 | $70.0K | 0.00% | −4−4.0% | Reduced |
| Signaturefd, LLC | 100 | $73.0K | 0.00% | +3+3.1% | Added |
| JJJ Advisors Inc. | 101 | $73.0K | 0.02% | +5+5.2% | Added |
| Focused Wealth Management, Inc | 100 | $73.0K | 0.01% | +100 | New |
| CVA Family Office, LLC | 100 | $73.0K | 0.02% | +100 | New |
| Quent Capital, LLC | 102 | $74.0K | 0.02% | +102 | New |
| National Bank of Canada | 104 | $76.0K | 0.00% | +104 | New |
| Sageworth Trust Co | 117 | $85.0K | 0.01% | −393−77.1% | Reduced |
| Parallel Advisors, LLC | 126 | $92.0K | 0.00% | +2+1.6% | Added |
| Danda Trouve Investment Management, Inc. | 126 | $92.0K | 0.10% | +81+180.0% | Added |
| First Manhattan Co | 135 | $98.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 136 | $98.0K | 0.01% | +136 | New |
| Point72 Hong Kong Ltd | 145 | $105.0K | 0.01% | +145 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 148 | $107.0K | 0.00% | −1,919−92.8% | Reduced |
| Metropolitan Life Insurance Co | 179 | $130.0K | 0.00% | +1+0.6% | Added |
| US Bancorp | 200 | $145.0K | 0.00% | −1−0.5% | Reduced |
| Federated Hermes, Inc. | 211 | $153.0K | 0.00% | +64+43.5% | Added |
| Harvest Fund Management Co., Ltd | 216 | $156.0K | 0.03% | +34+18.7% | Added |
| Loomis Sayles & Co L P | 223 | $162.0K | 0.00% | +223 | New |
| Captrust Financial Advisors | 257 | $187.0K | 0.00% | +17+7.1% | Added |
| Federation des caisses Desjardins du Quebec | 260 | $188.7K | 0.00% | −4−1.5% | Reduced |
| Solstein Capital, LLC | 269 | $195.0K | 0.12% | −14−4.9% | Reduced |
| Cetera Advisors LLC | 279 | $203.0K | 0.00% | −70−20.1% | Reduced |
| Venturi Wealth Management, LLC | 290 | $211.0K | 0.02% | +290 | New |
| Stratos Wealth Partners, LTD. | 293 | $213.0K | 0.00% | +293 | New |
| King Wealth | 295 | $214.0K | 0.04% | +295 | New |
| Aquatic Capital Management LLC | 300 | $218.0K | 0.42% | +300 | New |
| Simplex Trading, LLC | 307 | $222.0K | 0.01% | −1,387−81.9% | Reduced |
| Gsa Capital Partners LLP | 313 | $227.0K | 0.03% | −1,499−82.7% | Reduced |
| Manufacturers Life Insurance Company, The | 313 | $227.0K | 0.00% | +313 | New |
| Bank of Nova Scotia | 320 | $232.0K | 0.00% | +320 | New |
| Boothbay Fund Management, LLC | 324 | $235.0K | 0.01% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 325 | $236.0K | 0.02% | −25−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 329 | $238.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 343 | $249.0K | 0.05% | +6+1.8% | Added |
| Arkadios Wealth Advisors | 345 | $251.0K | 0.03% | +99+40.2% | Added |
| JustInvest LLC | 360 | $261.0K | 0.02% | +360 | New |
| Assenagon Asset Management S.A. | 366 | $266.0K | 0.00% | −3,239−89.8% | Reduced |
| Symmetry Partners, LLC | 367 | $267.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 373 | $271.0K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 375 | $272.0K | 0.05% | +25+7.1% | Added |
| CIBC World Markets Inc. | 379 | $275.0K | 0.00% | −79−17.2% | Reduced |
| Sageworth Trust Co of South Dakota | 382 | $277.0K | 0.43% | +382 | New |
| Gerber Kawasaki Wealth & Investment Management | 385 | $279.0K | 0.02% | −96−20.0% | Reduced |
| Gotham Asset Management, LLC | 387 | $281.0K | 0.01% | +387 | New |
| Mercer Global Advisors Inc | 390 | $283.0K | 0.00% | +390 | New |
| James Investment Research Inc | 397 | $288.0K | 0.03% | +68+20.7% | Added |
| Kestra Advisory Services, LLC | 398 | $289.0K | 0.00% | +398 | New |
| Canandaigua National Corp | 404 | $293.0K | 0.04% | −53−11.6% | Reduced |
| State of Michigan Retirement System | 406 | $295.0K | 0.00% | +406 | New |
| Verition Fund Management LLC | 408 | $296.0K | 0.00% | +408 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 409 | $297.0K | 0.01% | −185−31.1% | Reduced |
| Burney Co | 420 | $305.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 437 | $317.0K | 0.03% | +437 | New |
| Nordea Investment Management AB | 443 | $321.0K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 444 | $322.4K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 452 | $328.0K | 0.12% | 00.0% | Unchanged |
| Oak Thistle LLC | 466 | $339.0K | 0.26% | +466 | New |
| Daiwa Securities Group Inc. | 470 | $341.0K | 0.00% | +30+6.8% | Added |
| Denali Advisors LLC | 488 | $354.0K | 0.13% | +48+10.9% | Added |
| Ausdal Financial Partners, Inc. | 496 | $360.0K | 0.05% | 00.0% | Unchanged |
| Robotti Robert | 500 | $363.0K | 0.07% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 500 | $363.0K | 0.03% | – | – |
| Creative Planning | 532 | $386.0K | 0.00% | −360−40.4% | Reduced |
| Prelude Capital Management, LLC | 531 | $386.0K | 0.02% | +531 | New |
| Alps Advisors Inc | 558 | $405.0K | 0.00% | +7+1.3% | Added |
| Tower Research Capital LLC (TRC) | 557 | $405.0K | 0.01% | +263+89.5% | Added |
| KBC Group NV | 580 | $421.0K | 0.00% | +22+3.9% | Added |
| Jane Street Group, LLC | 583 | $423.0K | 0.00% | +198+51.4% | Added |