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, Q1 2022
Institutional positions in U-Haul Holding Co as of Mar 31, 2022. 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
- 307
- −18 vs. Q4 2021
- Shares held
- 7.13M
- +97.1K (+1.4%) vs. Q4 2021
- Total value
- $4.24B
- −$871.0M (−17.0%) vs. Q4 2021
- New holders
- 35
- 99 more added
- Sold out
- 53
- 116 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Bellwether Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| BerganKDV Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Earnest Partners LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $4.00K | 0.00% | +1+20.0% | Added |
| Cordant, Inc. | 6 | $4.00K | 0.00% | +6 | New |
| Loomis Sayles & Co L P | 9 | $5.00K | 0.00% | −214−96.0% | Reduced |
| Ogorek Anthony Joseph | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $5.00K | 0.00% | +3+50.0% | Added |
| CWM, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Ellevest, Inc. | 8 | $5.00K | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 13 | $8.00K | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $10.0K | 0.00% | +1+6.3% | Added |
| IFP Advisors, Inc | 21 | $10.0K | 0.00% | +21 | New |
| Operose Advisors LLC | 18 | $11.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $13.0K | 0.01% | +9+75.0% | Added |
| Leonteq Securities AG | 22 | $13.1K | 0.00% | +3+15.8% | Added |
| Spire Wealth Management | 23 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $17.0K | 0.00% | −88−75.2% | Reduced |
| Cascade Investment Advisors, Inc. | 30 | $17.9K | 0.01% | +5+20.0% | Added |
| Umb Bank N A | 30 | $18.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 32 | $19.0K | 0.00% | −365−91.9% | Reduced |
| Private Capital Group, LLC | 33 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $20.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 45 | $27.0K | 0.01% | −6−11.8% | Reduced |
| Signaturefd, LLC | 72 | $43.0K | 0.00% | −28−28.0% | Reduced |
| Quent Capital, LLC | 74 | $44.0K | 0.01% | −28−27.5% | Reduced |
| AdvisorNet Financial, Inc | 80 | $48.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 86 | $51.3K | 0.00% | −174−66.9% | Reduced |
| American International Group, Inc. | 94 | $56.0K | 0.00% | −2−2.1% | Reduced |
| Aquatic Capital Management LLC | 100 | $60.0K | 0.09% | −200−66.7% | Reduced |
| CVA Family Office, LLC | 100 | $60.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $60.0K | 0.01% | +100 | New |
| National Bank of Canada | 104 | $63.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 112 | $66.0K | 0.04% | +112 | New |
| Parallel Advisors, LLC | 126 | $76.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 135 | $80.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 138 | $82.0K | 0.02% | +37+36.6% | Added |
| Quantbot Technologies LP | 155 | $92.0K | 0.01% | −1,814−92.1% | Reduced |
| MetLife Investment Management | 179 | $106.9K | 0.00% | +179 | New |
| US Bancorp | 202 | $121.0K | 0.00% | +2+1.0% | Added |
| Harvest Fund Management Co., Ltd | 216 | $128.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 229 | $137.0K | 0.09% | −40−14.9% | Reduced |
| Captrust Financial Advisors | 250 | $149.0K | 0.00% | −7−2.7% | Reduced |
| Point72 Hong Kong Ltd | 266 | $159.0K | 0.01% | +121+83.4% | Added |
| New York State Teachers Retirement System | 300 | $179.0K | 0.00% | −500−62.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 314 | $187.0K | 0.00% | +314 | New |
| Quantinno Capital Management LP | 341 | $204.0K | 0.03% | −2−0.6% | Reduced |
| Canandaigua National Corp | 343 | $205.0K | 0.03% | −61−15.1% | Reduced |
| First Republic Investment Management, Inc. | 348 | $208.0K | 0.00% | −1,451−80.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 349 | $208.0K | 0.02% | −36−9.4% | Reduced |
| Symmetry Partners, LLC | 367 | $219.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 369 | $220.0K | 0.00% | −451−55.0% | Reduced |
| Sageworth Trust Co of South Dakota | 372 | $222.0K | 0.42% | −10−2.6% | Reduced |
| Eaton Vance Management | 374 | $223.0K | 0.00% | +1+0.3% | Added |
| Rockefeller Capital Management L.P. | 376 | $224.0K | 0.00% | +47+14.3% | Added |
| CIBC World Markets Inc. | 379 | $226.0K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 395 | $236.0K | 0.02% | +387+4,837.5% | Added |
| Gotham Asset Management, LLC | 397 | $237.0K | 0.01% | +10+2.6% | Added |
| AXA S.A. | 400 | $238.8K | 0.00% | +400 | New |
| State of Michigan Retirement System | 406 | $242.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 405 | $242.0K | 0.00% | +15+3.8% | Added |
| Burney Co | 420 | $251.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 438 | $261.0K | 0.04% | −58−11.7% | Reduced |
| StoneX Group Inc. | 444 | $265.0K | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 443 | $267.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 450 | $269.0K | 0.01% | −653−59.2% | Reduced |
| Somerset Trust Co | 452 | $270.0K | 0.10% | 00.0% | Unchanged |
| JustInvest LLC | 459 | $274.0K | 0.01% | +99+27.5% | Added |
| Forum Financial Management, LP | 461 | $275.0K | 0.01% | +461 | New |
| Wolverine Trading, LLC | 457 | $276.0K | 0.01% | +457 | New |
| Daiwa Securities Group Inc. | 470 | $281.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 475 | $283.5K | 0.00% | +162+51.8% | Added |
| Oak Thistle LLC | 484 | $289.0K | 0.15% | +18+3.9% | Added |
| Squarepoint Ops LLC | 485 | $290.0K | 0.00% | −536−52.5% | Reduced |
| Robotti Robert | 500 | $298.0K | 0.06% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 500 | $298.0K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 515 | $307.0K | 0.05% | +140+37.3% | Added |
| Denali Advisors LLC | 520 | $310.0K | 0.12% | +32+6.6% | Added |
| Creative Planning | 532 | $318.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 548 | $327.0K | 0.00% | −37−6.3% | Reduced |
| Advisory Research Inc | 549 | $328.0K | 0.03% | −87−13.7% | Reduced |
| Paloma Partners Management Co | 567 | $338.0K | 0.03% | −331−36.9% | Reduced |
| Guggenheim Capital LLC | 591 | $353.0K | 0.00% | −55−8.5% | Reduced |
| Boulder Hill Capital Management LP | 600 | $358.0K | 0.19% | +600 | New |
| Asahi Life Asset Management Co., Ltd. | 611 | $365.0K | 0.05% | +611 | New |
| Walleye Capital LLC | 612 | $365.0K | 0.01% | +612 | New |
| KBC Group NV | 630 | $376.0K | 0.00% | +50+8.6% | Added |
| Swiss Life Asset Management Ltd | 640 | $382.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 651 | $388.0K | 0.00% | +94+16.9% | Added |