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 |
|---|---|---|---|---|---|
| Scout Investments, Inc. | 39,123 | $28.4M | 0.41% | −831−2.1% | Reduced |
| Systematic Financial Management LP | 40,469 | $29.4M | 0.87% | −4,017−9.0% | Reduced |
| Third Avenue Management LLC | 41,833 | $30.4M | 4.00% | −637−1.5% | Reduced |
| First Trust Advisors LP | 43,660 | $31.7M | 0.03% | −218−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 43,931 | $31.9M | 0.21% | +9,107+26.2% | Added |
| UBS Asset Management Americas Inc | 49,024 | $35.6M | 0.01% | −2,581−5.0% | Reduced |
| Janus Henderson Group PLC | 49,221 | $35.7M | 0.01% | +486+1.0% | Added |
| APG Asset Management N.V. | 56,800 | $36.3M | 0.06% | +700+1.2% | Added |
| Prudential Financial Inc | 58,969 | $42.8M | 0.05% | +45,460+336.5% | Added |
| Northern Trust Corp | 68,864 | $50.0M | 0.01% | −7,624−10.0% | Reduced |
| Charles Schwab Investment Management Inc | 72,695 | $52.8M | 0.02% | +137+0.2% | Added |
| Bruce & Co., Inc. | 75,355 | $54.7M | 10.94% | −4,430−5.6% | Reduced |
| California Public Employees Retirement System | 75,404 | $54.8M | 0.04% | −495−0.7% | Reduced |
| Schroder Investment Management Group | 79,014 | $57.4M | 0.08% | +6,535+9.0% | Added |
| Allspring Global Investments Holdings, LLC | 81,685 | $59.3M | 0.07% | +81,685 | New |
| Norges Bank | 100,288 | $72.8M | 0.01% | −2,258−2.2% | Reduced |
| Reinhart Partners, Inc. | 92,830 | $80.3M | 3.85% | −22,757−19.7% | Reduced |
| Geode Capital Management, LLC | 138,576 | $100.5M | 0.01% | +4,805+3.6% | Added |
| Smead Capital Management, Inc. | 146,522 | $106.4M | 2.77% | +28,046+23.7% | Added |
| Goldman Sachs Group Inc | 149,553 | $108.6M | 0.03% | −13,776−8.4% | Reduced |
| AQR Capital Management LLC | 182,341 | $132.2M | 0.24% | +46,675+34.4% | Added |
| Artisan Partners Limited Partnership | 221,541 | $160.9M | 0.19% | −7,543−3.3% | Reduced |
| State Street Corp | 290,272 | $210.8M | 0.01% | +17,746+6.5% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 447,978 | $325.3M | 7.14% | −113,280−20.2% | Reduced |
| Yacktman Asset Management LP | 448,857 | $326.0M | 2.90% | +3,930+0.9% | Added |
| Wellington Management Group LLP | 449,737 | $326.6M | 0.05% | −17,360−3.7% | Reduced |
| Dimensional Fund Advisors LP | 465,092 | $337.8M | 0.10% | −8,108−1.7% | Reduced |
| BlackRock Inc. | 732,728 | $532.1M | 0.01% | −29,378−3.9% | Reduced |
| Vanguard Group Inc | 805,708 | $585.1M | 0.01% | +5,280+0.7% | Added |
| Capital Growth Management LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −7,560−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,285−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −2,031−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |