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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 930 | $675.0K | 0.01% | +930 | New |
| Schonfeld Strategic Advisors LLC | 900 | $653.0K | 0.01% | −1,531−63.0% | Reduced |
| Paloma Partners Management Co | 898 | $652.0K | 0.02% | +898 | New |
| Legacy Wealth Asset Management, LLC | 881 | $640.0K | 0.22% | +24+2.8% | Added |
| Diversified Trust Co | 877 | $637.0K | 0.02% | +279+46.7% | Added |
| TD Asset Management Inc | 860 | $625.0K | 0.00% | −72−7.7% | Reduced |
| Banco Santander, S.A. | 841 | $611.0K | 0.00% | −723−46.2% | Reduced |
| Standard Life Aberdeen plc | 841 | $611.0K | 0.00% | +4+0.5% | Added |
| Keybank National Association | 820 | $596.0K | 0.00% | −17−2.0% | Reduced |
| CIBC Asset Management Inc | 806 | $585.0K | 0.00% | +4+0.5% | Added |
| New York State Teachers Retirement System | 800 | $581.0K | 0.00% | +800 | New |
| Vontobel Holding Ltd. | 759 | $548.0K | 0.00% | +759 | New |
| Meiji Yasuda Life Insurance Co | 727 | $528.0K | 0.01% | +727 | New |
| Candriam Luxembourg S.C.A. | 718 | $521.0K | 0.00% | +718 | New |
| Marshall Wace, LLP | 712 | $517.0K | 0.00% | −2,656−78.9% | Reduced |
| Maryland State Retirement & Pension System | 712 | $517.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 704 | $511.0K | 0.23% | +704 | New |
| Jump Financial, LLC | 700 | $508.0K | 0.03% | +700 | New |
| Caxton Associates LP | 694 | $504.0K | 0.06% | +694 | New |
| Kovitz Investment Group Partners, LLC | 1,102 | $500.0K | 0.01% | +1,102 | New |
| Harel Insurance Investments & Financial Services Ltd. | 668 | $483.0K | 0.01% | +41+6.5% | Added |
| Guggenheim Capital LLC | 646 | $469.0K | 0.00% | −244−27.4% | Reduced |
| Swiss Life Asset Management Ltd | 640 | $464.8K | 0.01% | 00.0% | Unchanged |
| Advisory Research Inc | 636 | $462.0K | 0.04% | −5−0.8% | Reduced |
| Zeke Capital Advisors, LLC | 611 | $444.0K | 0.03% | −223−26.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 604 | $439.0K | 0.10% | +604 | New |
| Principal Financial Group Inc | 601 | $436.0K | 0.00% | −94−13.5% | Reduced |
| BCJ Capital Management, LLC | 594 | $431.0K | 0.04% | −45−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 585 | $425.0K | 0.00% | −33−5.3% | Reduced |
| Jane Street Group, LLC | 583 | $423.0K | 0.00% | +198+51.4% | Added |
| KBC Group NV | 580 | $421.0K | 0.00% | +22+3.9% | Added |
| 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 |
| Creative Planning | 532 | $386.0K | 0.00% | −360−40.4% | Reduced |
| Prelude Capital Management, LLC | 531 | $386.0K | 0.02% | +531 | New |
| Robotti Robert | 500 | $363.0K | 0.07% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 500 | $363.0K | 0.03% | – | – |
| Ausdal Financial Partners, Inc. | 496 | $360.0K | 0.05% | 00.0% | Unchanged |
| Denali Advisors LLC | 488 | $354.0K | 0.13% | +48+10.9% | Added |
| Daiwa Securities Group Inc. | 470 | $341.0K | 0.00% | +30+6.8% | Added |
| Oak Thistle LLC | 466 | $339.0K | 0.26% | +466 | New |
| Somerset Trust Co | 452 | $328.0K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 444 | $322.4K | 0.04% | 00.0% | Unchanged |
| Nordea Investment Management AB | 443 | $321.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 437 | $317.0K | 0.03% | +437 | New |
| Burney Co | 420 | $305.0K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 409 | $297.0K | 0.01% | −185−31.1% | Reduced |
| Verition Fund Management LLC | 408 | $296.0K | 0.00% | +408 | New |
| State of Michigan Retirement System | 406 | $295.0K | 0.00% | +406 | New |
| Canandaigua National Corp | 404 | $293.0K | 0.04% | −53−11.6% | Reduced |
| Kestra Advisory Services, LLC | 398 | $289.0K | 0.00% | +398 | New |
| James Investment Research Inc | 397 | $288.0K | 0.03% | +68+20.7% | Added |
| Mercer Global Advisors Inc | 390 | $283.0K | 0.00% | +390 | New |
| Gotham Asset Management, LLC | 387 | $281.0K | 0.01% | +387 | New |
| Gerber Kawasaki Wealth & Investment Management | 385 | $279.0K | 0.02% | −96−20.0% | Reduced |
| Sageworth Trust Co of South Dakota | 382 | $277.0K | 0.43% | +382 | New |
| CIBC World Markets Inc. | 379 | $275.0K | 0.00% | −79−17.2% | Reduced |
| Baker Ellis Asset Management LLC | 375 | $272.0K | 0.05% | +25+7.1% | Added |
| Eaton Vance Management | 373 | $271.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 367 | $267.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 366 | $266.0K | 0.00% | −3,239−89.8% | Reduced |
| JustInvest LLC | 360 | $261.0K | 0.02% | +360 | New |
| Arkadios Wealth Advisors | 345 | $251.0K | 0.03% | +99+40.2% | Added |
| Quantinno Capital Management LP | 343 | $249.0K | 0.05% | +6+1.8% | Added |
| Rockefeller Capital Management L.P. | 329 | $238.0K | 0.00% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 325 | $236.0K | 0.02% | −25−7.1% | Reduced |
| Boothbay Fund Management, LLC | 324 | $235.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 320 | $232.0K | 0.00% | +320 | New |
| 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 |
| Simplex Trading, LLC | 307 | $222.0K | 0.01% | −1,387−81.9% | Reduced |
| Aquatic Capital Management LLC | 300 | $218.0K | 0.42% | +300 | New |
| King Wealth | 295 | $214.0K | 0.04% | +295 | New |
| Stratos Wealth Partners, LTD. | 293 | $213.0K | 0.00% | +293 | New |
| Venturi Wealth Management, LLC | 290 | $211.0K | 0.02% | +290 | New |
| Cetera Advisors LLC | 279 | $203.0K | 0.00% | −70−20.1% | Reduced |
| Solstein Capital, LLC | 269 | $195.0K | 0.12% | −14−4.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 260 | $188.7K | 0.00% | −4−1.5% | Reduced |
| Captrust Financial Advisors | 257 | $187.0K | 0.00% | +17+7.1% | Added |
| Loomis Sayles & Co L P | 223 | $162.0K | 0.00% | +223 | New |
| Harvest Fund Management Co., Ltd | 216 | $156.0K | 0.03% | +34+18.7% | Added |
| Federated Hermes, Inc. | 211 | $153.0K | 0.00% | +64+43.5% | Added |
| US Bancorp | 200 | $145.0K | 0.00% | −1−0.5% | Reduced |
| Metropolitan Life Insurance Co | 179 | $130.0K | 0.00% | +1+0.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 148 | $107.0K | 0.00% | −1,919−92.8% | Reduced |
| Point72 Hong Kong Ltd | 145 | $105.0K | 0.01% | +145 | New |
| First Manhattan Co | 135 | $98.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 136 | $98.0K | 0.01% | +136 | New |
| 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 |
| Sageworth Trust Co | 117 | $85.0K | 0.01% | −393−77.1% | Reduced |
| National Bank of Canada | 104 | $76.0K | 0.00% | +104 | New |
| Quent Capital, LLC | 102 | $74.0K | 0.02% | +102 | New |
| 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 |
| American International Group, Inc. | 96 | $70.0K | 0.00% | −4−4.0% | Reduced |
| AdvisorNet Financial, Inc | 80 | $58.0K | 0.00% | 00.0% | Unchanged |
| First Quadrant L P | 55 | $40.0K | 0.00% | 00.0% | Unchanged |