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, Q2 2023
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 192
- −10 vs. Q1 2023
- Shares held
- 7.59M
- +87.0K (+1.2%) vs. Q1 2023
- Total value
- $419.5M
- −$27.5M (−6.1%) vs. Q1 2023
- New holders
- 26
- 46 more added
- Sold out
- 36
- 73 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| True Wealth Design, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $111 | 0.00% | +2 | New |
| Red Tortoise LLC | 3 | $166 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 3,282 | $182 | 0.00% | −9,372−74.1% | Reduced |
| Disciplined Investments, LLC | 4 | $221 | 0.00% | −4−50.0% | Reduced |
| Farther Finance Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $277 | 0.00% | +3+150.0% | Added |
| Earnest Partners LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $334 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $443 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $498 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11 | $609 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $664 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $774 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16 | $885 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $996 | 0.00% | +6+50.0% | Added |
| Ronald Blue Trust, Inc. | 22 | $1.00K | 0.00% | −48−68.6% | Reduced |
| Cutler Group LP | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $1.00K | 0.00% | +10+1,000.0% | Added |
| JFS Wealth Advisors, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $1.38K | 0.00% | +16+177.8% | Added |
| Hexagon Capital Partners LLC | 27 | $1.49K | 0.00% | +27 | New |
| Umb Bank N A | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 31 | $1.72K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 34 | $1.88K | 0.00% | −2−5.6% | Reduced |
| Pinebridge Investments, L.P. | 38 | $2.10K | 0.00% | −2,618−98.6% | Reduced |
| Quadrant Capital Group LLC | 38 | $2.10K | 0.00% | −98−72.1% | Reduced |
| Allworth Financial LP | 38 | $2.10K | 0.00% | −2−5.0% | Reduced |
| Colonial Trust Co | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 45 | $2.49K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 55 | $3.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $3.04K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $3.05K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 60 | $3.32K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $4.43K | 0.00% | +80 | New |
| Leonteq Securities AG | 83 | $4.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 89 | $4.92K | 0.00% | +89 | New |
| Loomis Sayles & Co L P | 92 | $5.00K | 0.00% | −101−52.3% | Reduced |
| National Bank of Canada | 97 | $5.36K | 0.00% | −19,346−99.5% | Reduced |
| The PNC Financial Services Group, Inc. | 99 | $5.48K | 0.00% | −362−78.5% | Reduced |
| CVA Family Office, LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.53K | 0.00% | +100 | New |
| American International Group, Inc. | 113 | $6.25K | 0.00% | +22+24.2% | Added |
| Signaturefd, LLC | 123 | $6.80K | 0.00% | −48−28.1% | Reduced |
| US Bancorp | 136 | $7.52K | 0.00% | −19−12.3% | Reduced |
| CWM, LLC | 152 | $8.00K | 0.00% | −17−10.1% | Reduced |
| AdvisorNet Financial, Inc | 146 | $8.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 197 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 227 | $12.6K | 0.00% | −7−3.0% | Reduced |
| MetLife Investment Management | 320 | $17.7K | 0.00% | +134+72.0% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $23.5K | 0.00% | −28,891−98.6% | Reduced |
| Ossiam | 445 | $24.6K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 483 | $26.7K | 0.01% | +326+207.6% | Added |
| Clearstead Advisors, LLC | 500 | $27.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 500 | $27.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 592 | $32.7K | 0.01% | +592 | New |
| Deutsche Bank AG | 633 | $35.0K | 0.00% | +392+162.7% | Added |
| Nisa Investment Advisors, LLC | 650 | $36.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 671 | $37.0K | 0.03% | −730−52.1% | Reduced |
| Quantbot Technologies LP | 716 | $39.6K | 0.00% | +716 | New |
| Simplex Trading, LLC | 798 | $44.0K | 0.00% | −882−52.5% | Reduced |
| Bank of Montreal | 941 | $52.2K | 0.00% | +79+9.2% | Added |
| Aquatic Capital Management LLC | 1,200 | $66.0K | 0.00% | +1,200 | New |
| Public Employees Retirement Association of Colorado | 1,218 | $67.0K | 0.00% | 00.0% | Unchanged |
| Third Avenue Management LLC | 1,508 | $83.4K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,508 | $83.4K | 0.00% | +410+37.3% | Added |
| Tower Research Capital LLC (TRC) | 1,536 | $85.0K | 0.00% | +22+1.5% | Added |
| Amalgamated Bank | 1,747 | $97.0K | 0.00% | +241+16.0% | Added |
| Great West Life Assurance Co | 1,962 | $109.0K | 0.00% | +723+58.4% | Added |
| Russell Investments Group, Ltd. | 2,012 | $111.3K | 0.00% | −400−16.6% | Reduced |
| Tredje AP-fonden | 2,065 | $114.2K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,226 | $123.1K | 0.00% | −3,299−59.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,440 | $135.0K | 0.00% | −4,392−64.3% | Reduced |
| SG Americas Securities, LLC | 2,521 | $139.0K | 0.00% | −3,268−56.5% | Reduced |
| Systematic Financial Management LP | 2,544 | $140.7K | 0.00% | −22,063−89.7% | Reduced |
| Skylands Capital, LLC | 2,595 | $143.6K | 0.02% | −25−1.0% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $165.0K | 0.21% | +3,000 | New |
| California State Teachers Retirement System | 3,011 | $166.6K | 0.00% | −354−10.5% | Reduced |
| Swedbank AB | 3,064 | $169.5K | 0.00% | −365−10.6% | Reduced |
| Storebrand Asset Management AS | 3,205 | $177.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,317 | $183.5K | 0.00% | −3,376−50.4% | Reduced |
| Citigroup Inc | 3,479 | $192.5K | 0.00% | −19,209−84.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,719 | $205.8K | 0.00% | +586+18.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,850 | $213.0K | 0.01% | −37−1.0% | Reduced |
| Treasurer of the State of North Carolina | 3,916 | $217.0K | 0.00% | −20−0.5% | Reduced |
| Vestcor Inc | 3,936 | $218.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 3,953 | $218.7K | 0.00% | −808−17.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,960 | $219.0K | 0.03% | +3,960 | New |
| Price T Rowe Associates Inc | 4,024 | $223.0K | 0.00% | +5+0.1% | Added |
| Public Employees Retirement System of Ohio | 4,059 | $225.0K | 0.00% | −414−9.3% | Reduced |
| First Hawaiian Bank | 4,152 | $229.7K | 0.01% | +4,152 | New |
| Lakewood Asset Management LLC | 4,314 | $238.7K | 0.19% | −26−0.6% | Reduced |
| Lazard Asset Management LLC | 4,455 | $245.0K | 0.00% | −4,290−49.1% | Reduced |
| Intellectus Partners, LLC | 4,460 | $246.7K | 0.07% | +4,460 | New |
| Robotti Robert | 5,200 | $287.7K | 0.05% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,207 | $288.1K | 0.01% | −10,506−66.9% | Reduced |