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, Q1 2023
Institutional positions in U-Haul Holding Co as of Mar 31, 2023. 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
- 203
- −10 vs. Q4 2022
- Shares held
- 7.50M
- −533.8K (−6.6%) vs. Q4 2022
- Total value
- $447.0M
- −$36.3M (−7.5%) vs. Q4 2022
- New holders
- 30
- 56 more added
- Sold out
- 40
- 77 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −8−72.7% | Reduced |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1 | $0 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $119 | 0.00% | −285−99.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $120 | 0.00% | −5−71.4% | Reduced |
| BerganKDV Wealth Management, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $298 | 0.00% | −6−54.5% | Reduced |
| Amundi | 6 | $344 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $477 | 0.00% | −25−75.8% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $478 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $478 | 0.00% | +7+700.0% | Added |
| Glassman Wealth Services | 9 | $537 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $537 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $548 | 0.00% | +9 | New |
| Ellevest, Inc. | 11 | $656 | 0.00% | −10−47.6% | Reduced |
| Fifth Third Bancorp | 11 | $656 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $835 | 0.00% | −3−17.6% | Reduced |
| Schubert & Co | 15 | $895 | 0.00% | −2−11.8% | Reduced |
| ICA Group Wealth Management, LLC | 16 | $954 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | −6−24.0% | Reduced |
| Cutler Group LP | 32 | $1.00K | 0.00% | +32 | New |
| Sageworth Trust Co of South Dakota | 19 | $1.13K | 0.00% | −123−86.6% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $1.19K | 0.00% | −89−81.7% | Reduced |
| Riverview Trust Co | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 29 | $1.73K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 30 | $1.79K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 36 | $2.15K | 0.00% | +9+33.3% | Added |
| Colonial Trust Co | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $2.39K | 0.00% | +1+2.6% | Added |
| Federation des caisses Desjardins du Quebec | 45 | $2.68K | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 55 | $3.28K | 0.00% | +29+111.5% | Added |
| Quent Capital, LLC | 55 | $3.29K | 0.00% | −6−9.8% | Reduced |
| JJJ Advisors Inc. | 55 | $3.31K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 60 | $3.58K | 0.00% | −193−76.3% | Reduced |
| Ronald Blue Trust, Inc. | 70 | $4.00K | 0.00% | +16+29.6% | Added |
| Leonteq Securities AG | 83 | $4.96K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 91 | $5.43K | 0.00% | −2−2.2% | Reduced |
| CVA Family Office, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 127 | $7.58K | 0.00% | +127 | New |
| Quadrant Capital Group LLC | 136 | $8.11K | 0.00% | +64+88.9% | Added |
| AdvisorNet Financial, Inc | 146 | $8.71K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 155 | $9.25K | 0.00% | −25−13.9% | Reduced |
| Denali Advisors LLC | 157 | $9.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 169 | $10.0K | 0.00% | +34+25.2% | Added |
| Signaturefd, LLC | 171 | $10.2K | 0.00% | −35−17.0% | Reduced |
| MetLife Investment Management | 186 | $11.1K | 0.00% | +1+0.5% | Added |
| Spire Wealth Management | 197 | $11.8K | 0.00% | +197 | New |
| Geneos Wealth Management Inc. | 200 | $11.9K | 0.00% | +200 | New |
| Loomis Sayles & Co L P | 193 | $12.0K | 0.00% | +193 | New |
| New Hampshire Trust | 227 | $13.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 234 | $14.0K | 0.00% | −13−5.3% | Reduced |
| Deutsche Bank AG | 241 | $14.4K | 0.00% | +4+1.7% | Added |
| Ossiam | 445 | $26.5K | 0.00% | +361+429.8% | Added |
| The PNC Financial Services Group, Inc. | 461 | $27.5K | 0.00% | −411−47.1% | Reduced |
| Clearstead Advisors, LLC | 500 | $29.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 500 | $29.8K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 650 | $39.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 818 | $48.8K | 0.00% | −4−0.5% | Reduced |
| Bank of Montreal | 862 | $55.4K | 0.00% | +35+4.2% | Added |
| Group One Trading, L.P. | 1,098 | $65.5K | 0.00% | −4,752−81.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,182 | $70.5K | 0.00% | +351+42.2% | Added |
| ETF Managers Group, LLC | 1,211 | $72.2K | 0.00% | +1,211 | New |
| Public Employees Retirement Association of Colorado | 1,218 | $73.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,239 | $74.0K | 0.00% | +440+55.1% | Added |
| Covestor Ltd | 1,401 | $84.0K | 0.07% | +1,310+1,439.6% | Added |
| Third Avenue Management LLC | 1,508 | $90.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,506 | $90.0K | 0.00% | −1,494−49.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,514 | $91.0K | 0.00% | +1,338+760.2% | Added |
| Nkcfo LLC | 1,520 | $91.0K | 0.04% | +1,520 | New |
| Simplex Trading, LLC | 1,680 | $100.0K | 0.00% | +1,680 | New |
| Dark Forest Capital Management LP | 1,949 | $116.3K | 0.03% | +1,949 | New |
| Tredje AP-fonden | 2,065 | $123.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,412 | $143.6K | 0.00% | −1,929−44.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,474 | $147.6K | 0.00% | +795+47.3% | Added |
| Skylands Capital, LLC | 2,620 | $156.3K | 0.02% | −2,050−43.9% | Reduced |
| Pinebridge Investments, L.P. | 2,656 | $158.4K | 0.00% | +2,618+6,889.5% | Added |
| Advisor Group Holdings, Inc. | 3,133 | $186.9K | 0.00% | +841+36.7% | Added |
| Storebrand Asset Management AS | 3,205 | $191.2K | 0.00% | −38−1.2% | Reduced |
| California State Teachers Retirement System | 3,365 | $200.7K | 0.00% | −249−6.9% | Reduced |
| Swedbank AB | 3,429 | $204.5K | 0.00% | −289−7.8% | Reduced |
| Ergoteles LLC | 3,657 | $218.1K | 0.01% | +3,657 | New |
| Harel Insurance Investments & Financial Services Ltd. | 3,887 | $232.0K | 0.00% | −645−14.2% | Reduced |
| Treasurer of the State of North Carolina | 3,936 | $235.0K | 0.00% | −11,542−74.6% | Reduced |
| Vestcor Inc | 3,936 | $235.0K | 0.01% | +607+18.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,987 | $237.8K | 0.11% | +3,987 | New |
| Price T Rowe Associates Inc | 4,019 | $240.0K | 0.00% | +101+2.6% | Added |
| Lakewood Asset Management LLC | 4,340 | $258.9K | 0.22% | −26−0.6% | Reduced |
| AE Wealth Management LLC | 4,417 | $263.5K | 0.00% | +4,417 | New |
| Public Employees Retirement System of Ohio | 4,473 | $267.0K | 0.00% | −266−5.6% | Reduced |
| Cassia Capital Partners, LLC | 4,672 | $278.7K | 0.22% | −116−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,761 | $284.0K | 0.00% | −409−7.9% | Reduced |