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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.

Institutional holdersQ4 2021: 329 institutions
Q1 2021: 277 institutionsQ2 2021: 282 institutionsQ3 2021: 293 institutionsQ4 2021: 329 institutionsQ1 2022: 307 institutionsQ2 2022: 291 institutionsQ3 2022: 289 institutionsQ4 2022: 214 institutionsQ1 2023: 203 institutionsQ2 2023: 192 institutionsQ3 2023: 177 institutionsQ4 2023: 194 institutionsQ1 2024: 198 institutionsQ2 2024: 186 institutionsQ3 2024: 200 institutionsQ4 2024: 202 institutionsQ1 2025: 212 institutionsQ2 2025: 212 institutionsQ3 2025: 210 institutionsQ4 2025: 202 institutionsQ1 2026: 204 institutionsQ2 2026: 226 institutions
Value heldQ4 2021: $5.12B
Q1 2021: $4.20BQ2 2021: $4.21BQ3 2021: $4.53BQ4 2021: $5.12BQ1 2022: $4.24BQ2 2022: $3.36BQ3 2022: $3.61BQ4 2022: $483.3MQ1 2023: $447.0MQ2 2023: $419.5MQ3 2023: $407.0MQ4 2023: $506.4MQ1 2024: $488.9MQ2 2024: $440.2MQ3 2024: $557.4MQ4 2024: $527.5MQ1 2025: $480.8MQ2 2025: $488.1MQ3 2025: $400.0MQ4 2025: $377.1MQ1 2026: $348.8MQ2 2026: $592.9M
Institutions holding UHAL and their total value by quarter
QuarterHoldersValue
Q2 2026226$592.9M
Q1 2026204$348.8M
Q4 2025202$377.1M
Q3 2025210$400.0M
Q2 2025212$488.1M
Q1 2025212$480.8M
Q4 2024202$527.5M
Q3 2024200$557.4M
Q2 2024186$440.2M
Q1 2024198$488.9M
Q4 2023194$506.4M
Q3 2023177$407.0M
Q2 2023192$419.5M
Q1 2023203$447.0M
Q4 2022214$483.3M
Q3 2022289$3.61B
Q2 2022291$3.36B
Q1 2022307$4.24B
Q4 2021329$5.12B
Q3 2021293$4.53B
Q2 2021282$4.21B
Q1 2021277$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.

Institutions holding UHAL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wyoming51$37.0K0.02%+1+2.0%Added
First Horizon Advisors, Inc.49$35.0K0.00%00.0%Unchanged
Private Capital Group, LLC33$24.0K0.01%00.0%Unchanged
FourThought Financial, LLC33$24.0K0.00%00.0%Unchanged
Umb Bank N A30$22.0K0.00%+30New
Cascade Investment Advisors, Inc.25$18.2K0.01%00.0%Unchanged
Spire Wealth Management23$17.0K0.00%00.0%Unchanged
Leonteq Securities AG19$13.8K0.00%−58−75.3%Reduced
SOA Wealth Advisors, LLC.18$13.0K0.00%00.0%Unchanged
Operose Advisors LLC18$13.0K0.01%+18New
Lindbrook Capital, LLC16$12.0K0.00%00.0%Unchanged
Harbour Investments, Inc.14$10.0K0.00%−5−26.3%Reduced
Massmutual Trust Co FSB14$10.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC14$10.0K0.00%00.0%Unchanged
Zullo Investment Group, Inc.13$9.00K0.00%+13New
Covestor Ltd12$9.00K0.01%+12New
Ogorek Anthony Joseph10$7.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust10$7.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$7.00K0.00%00.0%Unchanged
Surevest, LLC9$7.00K0.00%+9New
Patriot Financial Group Insurance Agency, LLC8$6.00K0.00%00.0%Unchanged
Motley Fool Asset Management LLC8$6.00K0.00%+8New
Bell Investment Advisors, Inc7$5.00K0.00%00.0%Unchanged
Earnest Partners LLC6$4.00K0.00%00.0%Unchanged
Quadrant Capital Group LLC5$4.00K0.00%00.0%Unchanged
Gradient Investments LLC5$4.00K0.00%+5New
JFS Wealth Advisors, LLC6$4.00K0.00%+6New
Schubert & Co5$4.00K0.00%+5New
BerganKDV Wealth Management, LLC3$2.00K0.00%00.0%Unchanged
Capital Growth Management LP0$00.00%−12,500−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−7,560−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,550−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,285−100.0%Sold out
Shell Asset Management Co0$00.00%−2,031−100.0%Sold out
Group One Trading, L.P.0$00.00%−1,924−100.0%Sold out
Trexquant Investment LP0$00.00%−1,729−100.0%Sold out
Claret Asset Management Corp0$00.00%−1,548−100.0%Sold out
Natixis0$00.00%−1,482−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−670−100.0%Sold out
Barings LLC0$00.00%−546−100.0%Sold out
AGF Investments LLC0$00.00%−543−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−500−100.0%Sold out
PEAK6 Investments LLC0$00.00%−310−100.0%Sold out
Cahill Financial Advisors Inc0$00.00%−15−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−6−100.0%Sold out
Meeder Asset Management Inc0$00.00%−4−100.0%Sold out
NEXT Financial Group, Inc0$00.00%−3−100.0%Sold out
Red Tortoise LLC0$00.00%−3−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−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