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 2022
Institutional positions in U-Haul Holding Co as of Dec 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
- 214
- −70 vs. Q3 2022
- Shares held
- 8.03M
- +956.2K (+13.5%) vs. Q3 2022
- Total value
- $483.3M
- −$3.12B (−86.6%) vs. Q3 2022
- New holders
- 43
- 71 more added
- Sold out
- 113
- 66 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fuller & Thaler Asset Management, Inc. | 6 | $0 | 0.00% | −16,870−100.0% | Reduced |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $60 | 0.00% | −1−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $60 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 2 | $120 | 0.00% | −45−95.7% | Reduced |
| RFP Financial Group LLC | 2 | $120 | 0.00% | +2 | New |
| BerganKDV Wealth Management, LLC | 3 | $181 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $181 | 0.00% | +3 | New |
| GWM Advisors LLC | 4 | $241 | 0.00% | +4 | New |
| Earnest Partners LLC | 6 | $361 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $387 | 0.00% | −17,134−100.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $421 | 0.00% | +5+250.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $482 | 0.00% | −6−42.9% | Reduced |
| Zions Bancorporation, N.A. | 9 | $542 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $542 | 0.00% | +1+12.5% | Added |
| Fifth Third Bancorp | 11 | $662 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $662 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 12 | $722 | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 13 | $782 | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 16 | $963 | 0.00% | −2,342−99.3% | Reduced |
| ICA Group Wealth Management, LLC | 16 | $963 | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +8+266.7% | Added |
| Riverview Trust Co | 23 | $1.00K | 0.00% | +23 | New |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| Park Place Capital Corp | 20 | $1.00K | 0.00% | +20 | New |
| Schubert & Co | 17 | $1.02K | 0.00% | +2+13.3% | Added |
| Harbour Investments, Inc. | 17 | $1.02K | 0.00% | +3+21.4% | Added |
| Ellevest, Inc. | 21 | $1.26K | 0.00% | −25−54.3% | Reduced |
| Lindbrook Capital, LLC | 26 | $1.56K | 0.00% | −4−13.3% | Reduced |
| Bell Investment Advisors, Inc | 27 | $1.63K | 0.00% | +15+125.0% | Added |
| Beaird Harris Wealth Management, LLC | 27 | $1.63K | 0.00% | +27 | New |
| Disciplined Investments, LLC | 33 | $1.99K | 0.00% | +27+450.0% | Added |
| Umb Bank N A | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 38 | $2.29K | 0.00% | −52−57.8% | Reduced |
| Allworth Financial LP | 39 | $2.35K | 0.00% | +1+2.6% | Added |
| Colonial Trust Co | 40 | $2.41K | 0.00% | +40 | New |
| JJJ Advisors Inc. | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $3.68K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 72 | $4.33K | 0.00% | +34+89.5% | Added |
| Leonteq Securities AG | 83 | $4.96K | 0.00% | +37+80.4% | Added |
| Tfo-TDC, LLC | 287 | $5.00K | 0.00% | +287 | New |
| Ossiam | 84 | $5.06K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $5.42K | 0.00% | +90 | New |
| American International Group, Inc. | 93 | $5.60K | 0.00% | −1−1.1% | Reduced |
| Covestor Ltd | 91 | $6.00K | 0.00% | −121−57.1% | Reduced |
| CVA Family Office, LLC | 100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $6.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 109 | $6.56K | 0.00% | +91+505.6% | Added |
| CWM, LLC | 135 | $8.00K | 0.00% | +16+13.4% | Added |
| AdvisorNet Financial, Inc | 146 | $8.79K | 0.00% | +6+4.3% | Added |
| Sageworth Trust Co of South Dakota | 142 | $9.00K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 150 | $9.03K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 157 | $9.45K | 0.00% | −314−66.7% | Reduced |
| Tower Research Capital LLC (TRC) | 176 | $10.0K | 0.00% | −1,452−89.2% | Reduced |
| IFP Advisors, Inc | 21 | $10.0K | 0.00% | −1−4.5% | Reduced |
| US Bancorp | 180 | $10.8K | 0.00% | −139−43.6% | Reduced |
| MetLife Investment Management | 185 | $11.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 206 | $12.4K | 0.00% | +35+20.5% | Added |
| New Hampshire Trust | 227 | $13.7K | 0.00% | +227 | New |
| Deutsche Bank AG | 237 | $14.3K | 0.00% | −19,404−98.8% | Reduced |
| Parallel Advisors, LLC | 247 | $14.9K | 0.00% | −5−2.0% | Reduced |
| First Manhattan Co | 253 | $15.2K | 0.00% | +128+102.4% | Added |
| Rockefeller Capital Management L.P. | 324 | $19.0K | 0.00% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 345 | $20.8K | 0.00% | −4,900−93.4% | Reduced |
| Toronto Dominion Bank | 500 | $30.0K | 0.00% | −1,895−79.1% | Reduced |
| First Pacific Advisors, LP | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $30.1K | 0.00% | +500 | New |
| Blair William & Co | 541 | $32.6K | 0.00% | −28−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $39.0K | 0.00% | −1,280−66.3% | Reduced |
| Great West Life Assurance Co | 799 | $48.0K | 0.00% | −6,237−88.6% | Reduced |
| EverSource Wealth Advisors, LLC | 818 | $49.2K | 0.01% | +818 | New |
| O'Shaughnessy Asset Management, LLC | 822 | $49.5K | 0.00% | +289+54.2% | Added |
| Bank of Montreal | 827 | $49.8K | 0.00% | −768−48.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 831 | $50.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 872 | $52.5K | 0.00% | −47−5.1% | Reduced |
| UBS Group AG | 1,129 | $68.0K | 0.00% | −3,758−76.9% | Reduced |
| Credit Suisse AG | 1,148 | $69.1K | 0.00% | −26,424−95.8% | Reduced |
| Public Employees Retirement Association of Colorado | 1,218 | $73.0K | 0.00% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 1,406 | $85.0K | 0.00% | 00.0% | Unchanged |
| Third Avenue Management LLC | 1,508 | $90.8K | 0.02% | −35,587−95.9% | Reduced |
| Barclays PLC | 1,586 | $95.5K | 0.00% | −5,386−77.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,679 | $101.1K | 0.00% | −41,030−96.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,777 | $107.0K | 0.00% | +1,777 | New |
| Tredje AP-fonden | 2,065 | $124.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 2,292 | $137.8K | 0.00% | +1,187+107.4% | Added |
| Cumberland Partners Ltd | 2,630 | $158.3K | 0.02% | +560+27.1% | Added |
| Amalgamated Bank | 3,000 | $181.0K | 0.00% | +1,357+82.6% | Added |
| Storebrand Asset Management AS | 3,243 | $195.2K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,329 | $200.0K | 0.01% | −231−6.5% | Reduced |
| California State Teachers Retirement System | 3,614 | $217.5K | 0.00% | −12,530−77.6% | Reduced |
| Swedbank AB | 3,718 | $223.8K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 3,918 | $236.0K | 0.00% | +199+5.4% | Added |
| HSBC Holdings PLC | 4,299 | $257.1K | 0.00% | −8,429−66.2% | Reduced |
| Russell Investments Group, Ltd. | 4,341 | $261.4K | 0.00% | −1,765−28.9% | Reduced |
| Lakewood Asset Management LLC | 4,366 | $263.0K | 0.21% | +4,366 | New |
| Harel Insurance Investments & Financial Services Ltd. | 4,532 | $273.0K | 0.01% | +3,939+664.2% | Added |