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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 5,498 | $330.9K | 0.00% | −8,139−59.7% | Reduced |
| Citadel Advisors LLC | 5,447 | $327.9K | 0.00% | −1,264−18.8% | Reduced |
| Robotti Robert | 5,200 | $313.0K | 0.06% | +3,000+136.4% | Added |
| Squarepoint Ops LLC | 5,174 | $311.4K | 0.00% | +5,174 | New |
| Raymond James Financial Services Advisors, Inc. | 5,170 | $311.2K | 0.00% | +4,155+409.4% | Added |
| Corsair Capital Management, L.P. | 5,000 | $300.9K | 0.11% | +5,000 | New |
| Wolverine Trading, LLC | 4,953 | $298.0K | 0.01% | +4,953 | New |
| Prelude Capital Management, LLC | 4,881 | $293.8K | 0.02% | +261+5.6% | Added |
| American Century Companies Inc | 4,875 | $293.4K | 0.00% | +498+11.4% | Added |
| Cassia Capital Partners, LLC | 4,788 | $288.2K | 0.24% | +4,788 | New |
| Public Employees Retirement System of Ohio | 4,739 | $285.0K | 0.00% | −1,058−18.3% | Reduced |
| Teza Capital Management LLC | 4,676 | $281.4K | 0.05% | +4,676 | New |
| Skylands Capital, LLC | 4,670 | $281.1K | 0.04% | −545−10.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,532 | $273.0K | 0.01% | +3,939+664.2% | Added |
| Lakewood Asset Management LLC | 4,366 | $263.0K | 0.21% | +4,366 | New |
| Russell Investments Group, Ltd. | 4,341 | $261.4K | 0.00% | −1,765−28.9% | Reduced |
| HSBC Holdings PLC | 4,299 | $257.1K | 0.00% | −8,429−66.2% | Reduced |
| Price T Rowe Associates Inc | 3,918 | $236.0K | 0.00% | +199+5.4% | Added |
| Swedbank AB | 3,718 | $223.8K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 3,614 | $217.5K | 0.00% | −12,530−77.6% | Reduced |
| Vestcor Inc | 3,329 | $200.0K | 0.01% | −231−6.5% | Reduced |
| Storebrand Asset Management AS | 3,243 | $195.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,000 | $181.0K | 0.00% | +1,357+82.6% | Added |
| Cumberland Partners Ltd | 2,630 | $158.3K | 0.02% | +560+27.1% | Added |
| Advisor Group Holdings, Inc. | 2,292 | $137.8K | 0.00% | +1,187+107.4% | Added |
| Tredje AP-fonden | 2,065 | $124.3K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,777 | $107.0K | 0.00% | +1,777 | New |
| Allspring Global Investments Holdings, LLC | 1,679 | $101.1K | 0.00% | −41,030−96.1% | Reduced |
| Barclays PLC | 1,586 | $95.5K | 0.00% | −5,386−77.3% | Reduced |
| Third Avenue Management LLC | 1,508 | $90.8K | 0.02% | −35,587−95.9% | Reduced |
| Illinois Municipal Retirement Fund | 1,406 | $85.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 1,218 | $73.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 1,148 | $69.1K | 0.00% | −26,424−95.8% | Reduced |
| UBS Group AG | 1,129 | $68.0K | 0.00% | −3,758−76.9% | Reduced |
| The PNC Financial Services Group, Inc. | 872 | $52.5K | 0.00% | −47−5.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 831 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 827 | $49.8K | 0.00% | −768−48.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 822 | $49.5K | 0.00% | +289+54.2% | Added |
| EverSource Wealth Advisors, LLC | 818 | $49.2K | 0.01% | +818 | New |
| Great West Life Assurance Co | 799 | $48.0K | 0.00% | −6,237−88.6% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $39.0K | 0.00% | −1,280−66.3% | Reduced |
| Blair William & Co | 541 | $32.6K | 0.00% | −28−4.9% | Reduced |
| First Pacific Advisors, LP | 500 | $30.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $30.1K | 0.00% | +500 | New |
| Toronto Dominion Bank | 500 | $30.0K | 0.00% | −1,895−79.1% | Reduced |
| Ensign Peak Advisors, Inc | 345 | $20.8K | 0.00% | −4,900−93.4% | Reduced |
| Rockefeller Capital Management L.P. | 324 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 253 | $15.2K | 0.00% | +128+102.4% | Added |
| Parallel Advisors, LLC | 247 | $14.9K | 0.00% | −5−2.0% | Reduced |
| Deutsche Bank AG | 237 | $14.3K | 0.00% | −19,404−98.8% | Reduced |
| New Hampshire Trust | 227 | $13.7K | 0.00% | +227 | New |
| Signaturefd, LLC | 206 | $12.4K | 0.00% | +35+20.5% | Added |
| MetLife Investment Management | 185 | $11.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 180 | $10.8K | 0.00% | −139−43.6% | 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 |
| Denali Advisors LLC | 157 | $9.45K | 0.00% | −314−66.7% | Reduced |
| Focused Wealth Management, Inc | 150 | $9.03K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 142 | $9.00K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 146 | $8.79K | 0.00% | +6+4.3% | Added |
| CWM, LLC | 135 | $8.00K | 0.00% | +16+13.4% | Added |
| JFS Wealth Advisors, LLC | 109 | $6.56K | 0.00% | +91+505.6% | Added |
| CVA Family Office, LLC | 100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $6.02K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $6.00K | 0.00% | −121−57.1% | Reduced |
| American International Group, Inc. | 93 | $5.60K | 0.00% | −1−1.1% | Reduced |
| CoreCap Advisors, LLC | 90 | $5.42K | 0.00% | +90 | New |
| Ossiam | 84 | $5.06K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 287 | $5.00K | 0.00% | +287 | New |
| Leonteq Securities AG | 83 | $4.96K | 0.00% | +37+80.4% | Added |
| Quadrant Capital Group LLC | 72 | $4.33K | 0.00% | +34+89.5% | Added |
| Harvest Fund Management Co., Ltd | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $3.68K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $2.41K | 0.00% | +40 | New |
| Allworth Financial LP | 39 | $2.35K | 0.00% | +1+2.6% | Added |
| Pinebridge Investments, L.P. | 38 | $2.29K | 0.00% | −52−57.8% | Reduced |
| Umb Bank N A | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $1.99K | 0.00% | +27+450.0% | Added |
| 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 |
| Lindbrook Capital, LLC | 26 | $1.56K | 0.00% | −4−13.3% | Reduced |
| Ellevest, Inc. | 21 | $1.26K | 0.00% | −25−54.3% | Reduced |
| Schubert & Co | 17 | $1.02K | 0.00% | +2+13.3% | Added |
| Harbour Investments, Inc. | 17 | $1.02K | 0.00% | +3+21.4% | Added |
| 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 |
| 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 |
| Zullo Investment Group, Inc. | 13 | $782 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $722 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11 | $662 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $662 | 0.00% | +11 | New |
| Zions Bancorporation, N.A. | 9 | $542 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $542 | 0.00% | +1+12.5% | Added |
| Prestige Wealth Management Group LLC | 8 | $482 | 0.00% | −6−42.9% | Reduced |