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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 752 | $383.0K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 750 | $382.0K | 0.00% | −36−4.6% | Reduced |
| Maryland State Retirement & Pension System | 712 | $363.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 630 | $321.0K | 0.00% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 610 | $311.0K | 0.07% | +115+23.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 593 | $302.0K | 0.01% | −22−3.6% | Reduced |
| Blair William & Co | 569 | $290.0K | 0.00% | +569 | New |
| Nordea Investment Management AB | 548 | $277.0K | 0.00% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 577 | $276.0K | 0.02% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 540 | $275.0K | 0.36% | +540 | 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 |
| Keybank National Association | 531 | $270.0K | 0.00% | +531 | New |
| Westpac Banking Corp | 516 | $262.8K | 0.00% | −501−49.3% | Reduced |
| Cetera Advisor Networks LLC | 515 | $262.0K | 0.00% | +515 | New |
| State of Michigan Retirement System | 506 | $258.0K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 500 | $255.0K | 0.00% | +500 | New |
| Manufacturers Life Insurance Company, The | 499 | $254.1K | 0.00% | +12+2.5% | Added |
| Daiwa Securities Group Inc. | 498 | $254.0K | 0.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 483 | $246.0K | 0.03% | −450−48.2% | Reduced |
| Denali Advisors LLC | 471 | $240.0K | 0.11% | 00.0% | Unchanged |
| Somerset Trust Co | 452 | $230.0K | 0.11% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 451 | $230.0K | 0.01% | +451 | New |
| Ausdal Financial Partners, Inc. | 435 | $222.0K | 0.04% | −3−0.7% | Reduced |
| Bridgewater Associates, LP | 425 | $216.0K | 0.00% | −5,102−92.3% | Reduced |
| Burney Co | 420 | $214.0K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 417 | $212.3K | 0.00% | +417 | New |
| Mariner, LLC | 411 | $209.0K | 0.00% | +411 | New |
| Rockefeller Capital Management L.P. | 324 | $164.0K | 0.00% | −5−1.5% | Reduced |
| US Bancorp | 319 | $162.0K | 0.00% | +48+17.7% | Added |
| Forsta Ap-Fonden | 300 | $153.0K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 252 | $128.0K | 0.01% | +117+86.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 220 | $112.0K | 0.03% | −360−62.1% | Reduced |
| Covestor Ltd | 212 | $108.0K | 0.10% | +90+73.8% | Added |
| MetLife Investment Management | 185 | $94.2K | 0.00% | −5−2.6% | Reduced |
| Signaturefd, LLC | 171 | $87.0K | 0.00% | +79+85.9% | Added |
| Castleview Partners, LLC | 161 | $82.0K | 0.08% | −224−58.2% | Reduced |
| Focused Wealth Management, Inc | 150 | $76.0K | 0.02% | +150 | New |
| Sageworth Trust Co of South Dakota | 142 | $72.0K | 0.18% | −67−32.1% | Reduced |
| AdvisorNet Financial, Inc | 140 | $71.0K | 0.01% | +30+27.3% | Added |
| First Manhattan Co | 125 | $63.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 121 | $61.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 119 | $61.0K | 0.00% | −6−4.8% | Reduced |
| National Bank of Canada | 108 | $55.0K | 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 |
| American International Group, Inc. | 94 | $48.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 90 | $46.0K | 0.00% | −55−37.9% | Reduced |
| Ossiam | 84 | $43.0K | 0.00% | +84 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 81 | $41.2K | 0.00% | −464−85.1% | Reduced |
| Wipfli Financial Advisors LLC, | 80 | $41.0K | 0.00% | +80 | New |
| Harvest Fund Management Co., Ltd | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $31.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $29.0K | 0.01% | +2+3.8% | Added |
| Leonteq Securities AG | 46 | $23.4K | 0.00% | −24−34.3% | Reduced |
| First Horizon Advisors, Inc. | 47 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $23.0K | 0.00% | +38+475.0% | 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 |
| 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 |
| Spire Wealth Management | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $11.0K | 0.00% | +1+4.8% | Added |
| Ronald Blue Trust, Inc. | 21 | $10.0K | 0.00% | +19+950.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $9.00K | 0.00% | +16+800.0% | Added |
| Schubert & Co | 15 | $8.00K | 0.01% | +5+50.0% | Added |
| 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 |
| 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 |
| 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 |
| Glassman Wealth Services | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $3.00K | 0.00% | +4+200.0% | Added |
| 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 |
| 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 |
| Cetera Advisors LLC | 488 | $0 | 0.00% | +488 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −9,149−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,314−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,170−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −2,372−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |