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, Q3 2022
Institutional positions in U-Haul Holding Co as of Sep 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
- 289
- −1 vs. Q2 2022
- Shares held
- 7.10M
- +84.2K (+1.2%) vs. Q2 2022
- Total value
- $3.61B
- +$256.9M (+7.7%) vs. Q2 2022
- New holders
- 32
- 107 more added
- Sold out
- 33
- 99 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 488 | $0 | 0.00% | +488 | New |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Loomis Sayles & Co L P | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| BerganKDV Wealth Management, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| Earnest Partners LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $3.00K | 0.00% | +4+200.0% | Added |
| Glassman Wealth Services | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $6.00K | 0.00% | +2+20.0% | Added |
| Bell Investment Advisors, Inc | 12 | $6.00K | 0.00% | +7+140.0% | Added |
| Fifth Third Bancorp | 11 | $6.00K | 0.00% | +11 | New |
| FourThought Financial, LLC | 14 | $7.00K | 0.00% | −19−57.6% | Reduced |
| Harbour Investments, Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $8.00K | 0.01% | +5+50.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $9.00K | 0.00% | +16+800.0% | Added |
| Ronald Blue Trust, Inc. | 21 | $10.0K | 0.00% | +19+950.0% | Added |
| IFP Advisors, Inc | 22 | $11.0K | 0.00% | +1+4.8% | Added |
| Spire Wealth Management | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $15.0K | 0.00% | +10+50.0% | Added |
| Quadrant Capital Group LLC | 38 | $19.0K | 0.00% | +6+18.8% | Added |
| Allworth Financial LP | 38 | $19.0K | 0.00% | +10+35.7% | Added |
| First Horizon Advisors, Inc. | 47 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $23.0K | 0.00% | +38+475.0% | Added |
| Leonteq Securities AG | 46 | $23.4K | 0.00% | −24−34.3% | Reduced |
| JJJ Advisors Inc. | 55 | $29.0K | 0.01% | +2+3.8% | Added |
| Harvest Fund Management Co., Ltd | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 80 | $41.0K | 0.00% | +80 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 81 | $41.2K | 0.00% | −464−85.1% | Reduced |
| Ossiam | 84 | $43.0K | 0.00% | +84 | New |
| Pinebridge Investments, L.P. | 90 | $46.0K | 0.00% | −55−37.9% | Reduced |
| American International Group, Inc. | 94 | $48.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $51.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $51.0K | 0.03% | +100 | New |
| National Bank of Canada | 108 | $55.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 119 | $61.0K | 0.00% | −6−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 121 | $61.6K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 125 | $63.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $71.0K | 0.01% | +30+27.3% | Added |
| Sageworth Trust Co of South Dakota | 142 | $72.0K | 0.18% | −67−32.1% | Reduced |
| Focused Wealth Management, Inc | 150 | $76.0K | 0.02% | +150 | New |
| Castleview Partners, LLC | 161 | $82.0K | 0.08% | −224−58.2% | Reduced |
| Signaturefd, LLC | 171 | $87.0K | 0.00% | +79+85.9% | Added |
| MetLife Investment Management | 185 | $94.2K | 0.00% | −5−2.6% | Reduced |
| Covestor Ltd | 212 | $108.0K | 0.10% | +90+73.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 220 | $112.0K | 0.03% | −360−62.1% | Reduced |
| Parallel Advisors, LLC | 252 | $128.0K | 0.01% | +117+86.7% | Added |
| Forsta Ap-Fonden | 300 | $153.0K | 0.00% | +300 | New |
| US Bancorp | 319 | $162.0K | 0.00% | +48+17.7% | Added |
| Rockefeller Capital Management L.P. | 324 | $164.0K | 0.00% | −5−1.5% | Reduced |
| Mariner, LLC | 411 | $209.0K | 0.00% | +411 | New |
| Banque Pictet & Cie SA | 417 | $212.3K | 0.00% | +417 | New |
| Burney Co | 420 | $214.0K | 0.01% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 425 | $216.0K | 0.00% | −5,102−92.3% | Reduced |
| Ausdal Financial Partners, Inc. | 435 | $222.0K | 0.04% | −3−0.7% | Reduced |
| Somerset Trust Co | 452 | $230.0K | 0.11% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 451 | $230.0K | 0.01% | +451 | New |
| Denali Advisors LLC | 471 | $240.0K | 0.11% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 483 | $246.0K | 0.03% | −450−48.2% | Reduced |
| Daiwa Securities Group Inc. | 498 | $254.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 499 | $254.1K | 0.00% | +12+2.5% | Added |
| First Pacific Advisors, LP | 500 | $255.0K | 0.00% | +500 | New |
| State of Michigan Retirement System | 506 | $258.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 515 | $262.0K | 0.00% | +515 | New |
| Westpac Banking Corp | 516 | $262.8K | 0.00% | −501−49.3% | Reduced |
| Keybank National Association | 531 | $270.0K | 0.00% | +531 | New |
| Guggenheim Capital LLC | 533 | $271.0K | 0.00% | +42+8.6% | Added |
| O'Shaughnessy Asset Management, LLC | 533 | $271.0K | 0.01% | +533 | New |
| Yorktown Management & Research Co Inc | 540 | $275.0K | 0.36% | +540 | New |
| Corient Capital Partners, LLC | 577 | $276.0K | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 548 | $277.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 569 | $290.0K | 0.00% | +569 | New |
| Harel Insurance Investments & Financial Services Ltd. | 593 | $302.0K | 0.01% | −22−3.6% | Reduced |
| Baker Ellis Asset Management LLC | 610 | $311.0K | 0.07% | +115+23.2% | Added |
| KBC Group NV | 630 | $321.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 712 | $363.0K | 0.03% | 00.0% | Unchanged |
| TD Asset Management Inc | 750 | $382.0K | 0.00% | −36−4.6% | Reduced |
| CIBC Asset Management Inc | 752 | $383.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 757 | $386.0K | 0.00% | +192+34.0% | Added |
| Mercer Global Advisors Inc | 788 | $401.0K | 0.00% | +58+7.9% | Added |
| Legacy Wealth Asset Management, LLC | 818 | $417.0K | 0.18% | −58−6.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 831 | $423.0K | 0.00% | +262+46.0% | Added |
| Janney Capital Management LLC | 831 | $423.0K | 0.03% | +831 | New |
| M&T Bank Corp | 887 | $452.0K | 0.00% | −510−36.5% | Reduced |
| The PNC Financial Services Group, Inc. | 919 | $468.0K | 0.00% | −194−17.4% | Reduced |
| Standard Life Aberdeen plc | 929 | $473.0K | 0.00% | −879−48.6% | Reduced |
| British Columbia Investment Management Corp | 962 | $490.0K | 0.01% | −172−15.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,003 | $511.0K | 0.01% | +12+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,015 | $517.0K | 0.00% | +22+2.2% | Added |