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, Q2 2022
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 291
- −11 vs. Q1 2022
- Shares held
- 7.01M
- −54.2K (−0.8%) vs. Q1 2022
- Total value
- $3.36B
- −$847.9M (−20.2%) vs. Q1 2022
- New holders
- 30
- 116 more added
- Sold out
- 41
- 102 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| Morton Brown Family Wealth, LLC | 1 | $0 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $1.00K | 0.00% | −7−77.8% | Reduced |
| BerganKDV Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Dark Forest Capital Management LP | 3 | $1.00K | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 5 | $2.00K | 0.00% | +5 | New |
| Loomis Sayles & Co L P | 6 | $3.00K | 0.00% | −3−33.3% | Reduced |
| Earnest Partners LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $4.00K | 0.00% | +8 | New |
| Castleview Partners, LLC | 385 | $4.88K | 0.00% | +273+243.8% | Added |
| Massmutual Trust Co FSB | 10 | $5.00K | 0.00% | −4−28.6% | Reduced |
| Schubert & Co | 10 | $5.00K | 0.00% | +4+66.7% | Added |
| Zullo Investment Group, Inc. | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $6.00K | 0.00% | +2+20.0% | Added |
| Prestige Wealth Management Group LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $7.00K | 0.00% | +14 | New |
| IFP Advisors, Inc | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 20 | $10.0K | 0.00% | +3+17.6% | Added |
| Spire Wealth Management | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 26 | $12.0K | 0.01% | +26 | New |
| Allworth Financial LP | 28 | $13.0K | 0.00% | +28 | New |
| Umb Bank N A | 30 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 30 | $14.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 32 | $15.0K | 0.00% | +27+540.0% | Added |
| Private Capital Group, LLC | 33 | $16.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 47 | $22.0K | 0.00% | +47 | New |
| JJJ Advisors Inc. | 53 | $28.0K | 0.01% | −85−61.6% | Reduced |
| Harvest Fund Management Co., Ltd | 61 | $29.0K | 0.01% | −155−71.8% | Reduced |
| Quent Capital, LLC | 61 | $29.0K | 0.01% | −13−17.6% | Reduced |
| Leonteq Securities AG | 70 | $33.5K | 0.00% | +48+218.2% | Added |
| Signaturefd, LLC | 92 | $44.0K | 0.00% | +20+27.8% | Added |
| American International Group, Inc. | 94 | $45.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 96 | $46.0K | 0.03% | +51+113.3% | Added |
| Sugarloaf Wealth Management, LLC | 101 | $48.0K | 0.01% | +1+1.0% | Added |
| CVA Family Office, LLC | 100 | $48.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 108 | $52.0K | 0.00% | +4+3.8% | Added |
| AdvisorNet Financial, Inc | 110 | $53.0K | 0.01% | +30+37.5% | Added |
| Federation des caisses Desjardins du Quebec | 121 | $57.9K | 0.00% | +35+40.7% | Added |
| Covestor Ltd | 122 | $58.0K | 0.05% | +101+481.0% | Added |
| First Manhattan Co | 125 | $59.0K | 0.00% | −10−7.4% | Reduced |
| CWM, LLC | 125 | $60.0K | 0.00% | +117+1,462.5% | Added |
| Parallel Advisors, LLC | 135 | $65.0K | 0.00% | +9+7.1% | Added |
| Pinebridge Investments, L.P. | 145 | $69.0K | 0.00% | −1,576−91.6% | Reduced |
| MetLife Investment Management | 190 | $90.9K | 0.00% | +11+6.1% | Added |
| Sageworth Trust Co of South Dakota | 209 | $100.0K | 0.21% | −163−43.8% | Reduced |
| Captrust Financial Advisors | 231 | $110.0K | 0.00% | −19−7.6% | Reduced |
| Solstein Capital, LLC | 229 | $110.0K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 271 | $129.0K | 0.00% | +69+34.2% | Added |
| Rockefeller Capital Management L.P. | 329 | $157.0K | 0.00% | −47−12.5% | Reduced |
| AIA Group Ltd | 382 | $183.0K | 0.01% | +382 | New |
| Burney Co | 420 | $201.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 438 | $209.0K | 0.03% | 00.0% | Unchanged |
| Somerset Trust Co | 452 | $216.0K | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 459 | $220.0K | 0.00% | +459 | New |
| Tower Research Capital LLC (TRC) | 464 | $222.0K | 0.00% | −187−28.7% | Reduced |
| Denali Advisors LLC | 471 | $225.0K | 0.10% | −49−9.4% | Reduced |
| Gyon Technologies Capital Management, LP | 484 | $231.0K | 0.06% | +484 | New |
| Manufacturers Life Insurance Company, The | 487 | $232.9K | 0.00% | +12+2.5% | Added |
| Squarepoint Ops LLC | 488 | $233.0K | 0.00% | +3+0.6% | Added |
| Guggenheim Capital LLC | 491 | $235.0K | 0.00% | −100−16.9% | Reduced |
| Baker Ellis Asset Management LLC | 495 | $237.0K | 0.05% | −20−3.9% | Reduced |
| Daiwa Securities Group Inc. | 498 | $238.0K | 0.00% | +28+6.0% | Added |
| CBIZ Investment Advisory Services, LLC | 500 | $239.0K | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 501 | $240.0K | 0.00% | −734−59.4% | Reduced |
| State of Michigan Retirement System | 506 | $242.0K | 0.00% | +100+24.6% | Added |
| Nordea Investment Management AB | 548 | $255.0K | 0.00% | +105+23.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 545 | $260.6K | 0.00% | −5,533−91.0% | Reduced |
| Cubist Systematic Strategies, LLC | 556 | $266.0K | 0.00% | −1,908−77.4% | Reduced |
| Versor Investments LP | 557 | $266.0K | 0.01% | +557 | New |
| Creative Planning | 565 | $270.0K | 0.00% | +33+6.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 569 | $272.0K | 0.00% | −1,738−75.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 578 | $276.0K | 0.00% | +264+84.1% | Added |
| Corient Capital Partners, LLC | 577 | $276.0K | 0.02% | +577 | New |
| Asahi Life Asset Management Co., Ltd. | 580 | $277.0K | 0.07% | −31−5.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 592 | $283.0K | 0.00% | +44+8.0% | Added |
| Jane Street Group, LLC | 601 | $287.0K | 0.00% | −1,738−74.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 615 | $294.0K | 0.01% | −40−6.1% | Reduced |
| KBC Group NV | 630 | $301.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 651 | $311.0K | 0.00% | −1,059−61.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 668 | $319.0K | 0.00% | −25,555−97.5% | Reduced |
| Maryland State Retirement & Pension System | 712 | $340.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 719 | $344.0K | 0.00% | −282−28.2% | Reduced |
| USS Investment Management Ltd | 725 | $347.0K | 0.00% | −150−17.1% | Reduced |
| Mercer Global Advisors Inc | 730 | $349.0K | 0.00% | +325+80.2% | Added |
| CIBC Asset Management Inc | 752 | $360.0K | 0.00% | −54−6.7% | Reduced |
| TD Asset Management Inc | 786 | $376.0K | 0.00% | −46−5.5% | Reduced |
| AXA S.A. | 810 | $387.4K | 0.00% | +410+102.5% | Added |
| Centiva Capital, LP | 813 | $389.0K | 0.02% | +103+14.5% | Added |
| Legacy Wealth Asset Management, LLC | 876 | $419.0K | 0.17% | −12−1.4% | Reduced |
| Quantbot Technologies LP | 882 | $421.0K | 0.04% | +727+469.0% | Added |
| BCJ Capital Management, LLC | 933 | $446.0K | 0.05% | +142+18.0% | Added |