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 |
|---|---|---|---|---|---|
| UBS Group AG | 5,227 | $289.2K | 0.00% | −17,291−76.8% | Reduced |
| DekaBank Deutsche Girozentrale | 5,393 | $294.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,462 | $302.0K | 0.03% | −22,374−80.4% | Reduced |
| HighTower Advisors, LLC | 5,620 | $309.0K | 0.00% | +5,620 | New |
| Ethic Inc. | 5,777 | $312.6K | 0.01% | −1,761−23.4% | Reduced |
| LMR Partners LLP | 5,659 | $313.1K | 0.01% | +5,659 | New |
| Invesco Ltd. | 5,760 | $318.6K | 0.00% | −5,598−49.3% | Reduced |
| Ergoteles LLC | 5,973 | $330.4K | 0.02% | +2,316+63.3% | Added |
| Bank of America Corp | 5,975 | $330.6K | 0.00% | +279+4.9% | Added |
| RK Asset Management, LLC | 6,179 | $342.0K | 0.32% | −5,527−47.2% | Reduced |
| National Asset Management, Inc. | 6,232 | $344.8K | 0.01% | −100−1.6% | Reduced |
| Oppenheimer & Close, LLC | 6,245 | $345.5K | 0.36% | −20−0.3% | Reduced |
| Commonwealth Equity Services, LLC | 6,309 | $349.0K | 0.00% | +6,309 | New |
| Ingalls & Snyder LLC | 6,339 | $351.0K | 0.02% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 6,771 | $374.6K | 0.09% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6,802 | $376.3K | 0.14% | +2,815+70.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 7,088 | $392.0K | 0.16% | −30−0.4% | Reduced |
| Goldman Sachs Group Inc | 7,130 | $394.4K | 0.00% | +2,180+44.0% | Added |
| Knightsbridge Asset Management, LLC | 7,192 | $398.0K | 0.13% | −7,238−50.2% | Reduced |
| AE Wealth Management LLC | 7,223 | $399.6K | 0.00% | +2,806+63.5% | Added |
| Versor Investments LP | 7,488 | $414.2K | 0.07% | +7,488 | New |
| Highlander Capital Management, LLC | 7,495 | $415.0K | 0.19% | 00.0% | Unchanged |
| American Century Companies Inc | 7,653 | $423.4K | 0.00% | +1,774+30.2% | Added |
| Redmont Wealth Advisors LLC | 7,760 | $429.3K | 0.74% | +7,760 | New |
| Schonfeld Strategic Advisors LLC | 8,000 | $442.6K | 0.00% | −27,028−77.2% | Reduced |
| JPMorgan Chase & Co | 8,972 | $496.3K | 0.00% | −7,823−46.6% | Reduced |
| State Board of Administration of Florida Retirement System | 9,126 | $504.9K | 0.00% | +893+10.8% | Added |
| Diversified Investment Strategies, LLC | 9,329 | $516.1K | 0.38% | −60−0.6% | Reduced |
| Ameriprise Financial Inc | 9,834 | $544.0K | 0.00% | −117,160−92.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,076 | $557.4K | 0.10% | +10,076 | New |
| Citadel Advisors LLC | 10,325 | $571.2K | 0.00% | −29,163−73.9% | Reduced |
| Winton Group Ltd | 10,518 | $581.9K | 0.05% | −14,350−57.7% | Reduced |
| Wells Fargo & Company | 10,629 | $588.0K | 0.00% | +4,239+66.3% | Added |
| Rhumbline Advisers | 11,308 | $625.6K | 0.00% | +1,771+18.6% | Added |
| Brandywine Global Investment Management, LLC | 11,633 | $643.5K | 0.01% | −902−7.2% | Reduced |
| Royal Bank of Canada | 11,967 | $661.0K | 0.00% | −1,110−8.5% | Reduced |
| Caxton Associates LP | 12,618 | $698.0K | 0.10% | +12,618 | New |
| We Are One Seven, LLC | 12,687 | $701.8K | 0.06% | +12,687 | New |
| Financial Counselors Inc | 13,240 | $732.0K | 0.01% | −2,105−13.7% | Reduced |
| BNP Paribas Arbitrage, SA | 14,256 | $788.6K | 0.00% | −14,364−50.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,692 | $812.8K | 0.00% | +12,218+493.9% | Added |
| Proficio Capital Partners LLC | 14,892 | $823.8K | 0.11% | +14,892 | New |
| McDonald Partners LLC | 15,225 | $842.2K | 0.26% | +10,175+201.5% | Added |
| UBS Asset Management Americas Inc | 14,331 | $854.8K | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 15,520 | $858.6K | 0.05% | −2,284−12.8% | Reduced |
| Winmill & Co. Inc | 15,930 | $881.2K | 0.32% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 16,234 | $898.1K | 0.09% | +14,285+732.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16,434 | $909.1K | 0.00% | −102,922−86.2% | Reduced |
| HRT Financial LP | 17,984 | $994.0K | 0.01% | −23,622−56.8% | Reduced |
| Kerrisdale Advisers, LLC | 19,039 | $1.05M | 0.28% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,717 | $1.09M | 0.00% | +12,070+157.8% | Added |
| New York State Common Retirement Fund | 20,207 | $1.12M | 0.00% | +4,428+28.1% | Added |
| STRS Ohio | 20,515 | $1.13M | 0.00% | +4,207+25.8% | Added |
| Two Sigma Investments, LP | 22,321 | $1.23M | 0.00% | +1,721+8.4% | Added |
| ArrowMark Colorado Holdings LLC | 23,000 | $1.27M | 0.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 23,284 | $1.29M | 0.00% | +82+0.4% | Added |
| Vision Capital Management, Inc. | 24,446 | $1.35M | 0.23% | +207+0.9% | Added |
| XTX Topco Ltd | 24,624 | $1.36M | 0.24% | +15,375+166.2% | Added |
| Squarepoint Ops LLC | 26,137 | $1.45M | 0.01% | −5,519−17.4% | Reduced |
| Voya Investment Management LLC | 26,544 | $1.47M | 0.00% | +26,544 | New |
| Susquehanna International Group, LLP | 27,423 | $1.52M | 0.00% | −20,208−42.4% | Reduced |
| Northern Trust Corp | 33,974 | $1.88M | 0.00% | +50.0% | Added |
| Occudo Quantitative Strategies LP | 34,336 | $1.90M | 0.20% | −3,016−8.1% | Reduced |
| K2 Principal Fund, L.P. | 37,762 | $2.09M | 0.66% | +37,762 | New |
| D. E. Shaw & Co., Inc. | 38,043 | $2.10M | 0.00% | −9,364−19.8% | Reduced |
| CIBC World Markets Inc. | 38,626 | $2.14M | 0.01% | +7,049+22.3% | Added |
| Jane Street Group, LLC | 39,480 | $2.18M | 0.00% | +39,480 | New |
| EverSource Wealth Advisors, LLC | 44,326 | $2.45M | 0.27% | +6,857+18.3% | Added |
| Victory Capital Management Inc | 53,338 | $2.95M | 0.00% | −32,174−37.6% | Reduced |
| Charles Schwab Investment Management Inc | 57,813 | $3.20M | 0.00% | −10.0% | Reduced |
| Bank of New York Mellon Corp | 59,206 | $3.28M | 0.00% | +3,388+6.1% | Added |
| Voloridge Investment Management, LLC | 67,315 | $3.72M | 0.02% | +19,394+40.5% | Added |
| Tudor Investment Corp Et Al | 72,392 | $4.00M | 0.07% | +12,618+21.1% | Added |
| Bruce & Co., Inc. | 74,764 | $4.14M | 1.16% | 00.0% | Unchanged |
| Morgan Stanley | 82,198 | $4.55M | 0.00% | −67,069−44.9% | Reduced |
| AQR Capital Management LLC | 99,992 | $5.53M | 0.01% | −2,132−2.1% | Reduced |
| Norges Bank | 137,901 | $7.63M | 0.00% | +102,696+291.7% | Added |
| Geode Capital Management, LLC | 144,557 | $8.00M | 0.00% | −3,984−2.7% | Reduced |
| Marshall Wace, LLP | 158,853 | $8.79M | 0.02% | +117,740+286.4% | Added |
| Artisan Partners Limited Partnership | 160,942 | $8.90M | 0.01% | −8,566−5.1% | Reduced |
| Old West Investment Management, LLC | 174,474 | $9.65M | 5.05% | +42,040+31.7% | Added |
| State Street Corp | 224,018 | $12.4M | 0.00% | +1,892+0.9% | Added |
| First Trust Advisors LP | 278,138 | $15.4M | 0.02% | +199,486+253.6% | Added |
| Millennium Management LLC | 339,825 | $18.8M | 0.02% | −119,760−26.1% | Reduced |
| Dimensional Fund Advisors LP | 396,086 | $21.9M | 0.01% | −28,882−6.8% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 407,027 | $22.5M | 0.65% | 00.0% | Unchanged |
| BlackRock Inc. | 427,979 | $23.7M | 0.00% | +4,482+1.1% | Added |
| FMR LLC | 459,237 | $25.4M | 0.00% | −19,450−4.1% | Reduced |
| Scharf Investments, LLC | 480,527 | $26.6M | 0.80% | +480,527 | New |
| Smead Capital Management, Inc. | 550,215 | $30.4M | 0.60% | −27,840−4.8% | Reduced |
| Yacktman Asset Management LP | 714,614 | $39.5M | 0.37% | −4,170−0.6% | Reduced |
| Vanguard Group Inc | 830,838 | $46.0M | 0.00% | −20,316−2.4% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −92,602−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −28,900−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −27,327−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −23,365−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −20,576−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −17,373−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −14,323−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,346−100.0% | Sold out |