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 |
|---|---|---|---|---|---|
| Corsair Capital Management, L.P. | 4,977 | $296.9K | 0.11% | −23−0.5% | Reduced |
| Goldman Sachs Group Inc | 4,950 | $295.3K | 0.00% | −51,175−91.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 4,761 | $284.0K | 0.00% | −409−7.9% | Reduced |
| Cassia Capital Partners, LLC | 4,672 | $278.7K | 0.22% | −116−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 4,473 | $267.0K | 0.00% | −266−5.6% | Reduced |
| AE Wealth Management LLC | 4,417 | $263.5K | 0.00% | +4,417 | New |
| Lakewood Asset Management LLC | 4,340 | $258.9K | 0.22% | −26−0.6% | Reduced |
| Price T Rowe Associates Inc | 4,019 | $240.0K | 0.00% | +101+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 3,987 | $237.8K | 0.11% | +3,987 | New |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 3,887 | $232.0K | 0.00% | −645−14.2% | Reduced |
| Ergoteles LLC | 3,657 | $218.1K | 0.01% | +3,657 | New |
| Swedbank AB | 3,429 | $204.5K | 0.00% | −289−7.8% | Reduced |
| California State Teachers Retirement System | 3,365 | $200.7K | 0.00% | −249−6.9% | Reduced |
| Storebrand Asset Management AS | 3,205 | $191.2K | 0.00% | −38−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 3,133 | $186.9K | 0.00% | +841+36.7% | Added |
| Pinebridge Investments, L.P. | 2,656 | $158.4K | 0.00% | +2,618+6,889.5% | Added |
| Skylands Capital, LLC | 2,620 | $156.3K | 0.02% | −2,050−43.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,474 | $147.6K | 0.00% | +795+47.3% | Added |
| Russell Investments Group, Ltd. | 2,412 | $143.6K | 0.00% | −1,929−44.4% | Reduced |
| Tredje AP-fonden | 2,065 | $123.2K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,949 | $116.3K | 0.03% | +1,949 | New |
| Simplex Trading, LLC | 1,680 | $100.0K | 0.00% | +1,680 | New |
| 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 |
| Amalgamated Bank | 1,506 | $90.0K | 0.00% | −1,494−49.8% | Reduced |
| Third Avenue Management LLC | 1,508 | $90.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,401 | $84.0K | 0.07% | +1,310+1,439.6% | Added |
| Great West Life Assurance Co | 1,239 | $74.0K | 0.00% | +440+55.1% | Added |
| Public Employees Retirement Association of Colorado | 1,218 | $73.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,211 | $72.2K | 0.00% | +1,211 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,182 | $70.5K | 0.00% | +351+42.2% | Added |
| Group One Trading, L.P. | 1,098 | $65.5K | 0.00% | −4,752−81.2% | Reduced |
| Bank of Montreal | 862 | $55.4K | 0.00% | +35+4.2% | Added |
| O'Shaughnessy Asset Management, LLC | 818 | $48.8K | 0.00% | −4−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $39.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $29.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 500 | $29.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 461 | $27.5K | 0.00% | −411−47.1% | Reduced |
| Ossiam | 445 | $26.5K | 0.00% | +361+429.8% | Added |
| Deutsche Bank AG | 241 | $14.4K | 0.00% | +4+1.7% | Added |
| Parallel Advisors, LLC | 234 | $14.0K | 0.00% | −13−5.3% | Reduced |
| New Hampshire Trust | 227 | $13.5K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 193 | $12.0K | 0.00% | +193 | New |
| Geneos Wealth Management Inc. | 200 | $11.9K | 0.00% | +200 | New |
| Spire Wealth Management | 197 | $11.8K | 0.00% | +197 | New |
| MetLife Investment Management | 186 | $11.1K | 0.00% | +1+0.5% | Added |
| Signaturefd, LLC | 171 | $10.2K | 0.00% | −35−17.0% | Reduced |
| CWM, LLC | 169 | $10.0K | 0.00% | +34+25.2% | Added |
| Denali Advisors LLC | 157 | $9.37K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 155 | $9.25K | 0.00% | −25−13.9% | Reduced |
| AdvisorNet Financial, Inc | 146 | $8.71K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 136 | $8.11K | 0.00% | +64+88.9% | Added |
| Schroder Investment Management Group | 127 | $7.58K | 0.00% | +127 | New |
| CVA Family Office, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $5.96K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 91 | $5.43K | 0.00% | −2−2.2% | Reduced |
| Leonteq Securities AG | 83 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $4.00K | 0.00% | +16+29.6% | Added |
| First Manhattan Co | 60 | $3.58K | 0.00% | −193−76.3% | Reduced |
| JJJ Advisors Inc. | 55 | $3.31K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $3.29K | 0.00% | −6−9.8% | Reduced |
| Lindbrook Capital, LLC | 55 | $3.28K | 0.00% | +29+111.5% | Added |
| Federation des caisses Desjardins du Quebec | 45 | $2.68K | 0.00% | +45 | New |
| Colonial Trust Co | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 40 | $2.39K | 0.00% | +1+2.6% | Added |
| Bell Investment Advisors, Inc | 36 | $2.15K | 0.00% | +9+33.3% | Added |
| Umb Bank N A | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 30 | $1.79K | 0.00% | +30 | New |
| Sageworth Trust Co | 29 | $1.73K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.19K | 0.00% | −89−81.7% | Reduced |
| Sageworth Trust Co of South Dakota | 19 | $1.13K | 0.00% | −123−86.6% | Reduced |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | −6−24.0% | Reduced |
| Cutler Group LP | 32 | $1.00K | 0.00% | +32 | New |
| ICA Group Wealth Management, LLC | 16 | $954 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $895 | 0.00% | −2−11.8% | Reduced |
| Harbour Investments, Inc. | 14 | $835 | 0.00% | −3−17.6% | Reduced |
| Massmutual Trust Co FSB | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $716 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $656 | 0.00% | −10−47.6% | Reduced |
| Fifth Third Bancorp | 11 | $656 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $548 | 0.00% | +9 | New |
| Glassman Wealth Services | 9 | $537 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $537 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $478 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $478 | 0.00% | +7+700.0% | Added |
| Disciplined Investments, LLC | 8 | $477 | 0.00% | −25−75.8% | Reduced |
| Earnest Partners LLC | 6 | $358 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $344 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $298 | 0.00% | −6−54.5% | Reduced |
| BerganKDV Wealth Management, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $120 | 0.00% | −5−71.4% | Reduced |
| Tfo-TDC, LLC | 2 | $119 | 0.00% | −285−99.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −8−72.7% | Reduced |