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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 3,960 | $219.0K | 0.03% | +3,960 | New |
| Raymond James Financial Services Advisors, Inc. | 3,953 | $218.7K | 0.00% | −808−17.0% | Reduced |
| Vestcor Inc | 3,936 | $218.0K | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 3,916 | $217.0K | 0.00% | −20−0.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,850 | $213.0K | 0.01% | −37−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,719 | $205.8K | 0.00% | +586+18.7% | Added |
| Citigroup Inc | 3,479 | $192.5K | 0.00% | −19,209−84.7% | Reduced |
| Legal & General Group Plc | 3,317 | $183.5K | 0.00% | −3,376−50.4% | Reduced |
| Storebrand Asset Management AS | 3,205 | $177.3K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 3,064 | $169.5K | 0.00% | −365−10.6% | Reduced |
| California State Teachers Retirement System | 3,011 | $166.6K | 0.00% | −354−10.5% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $165.0K | 0.21% | +3,000 | New |
| Skylands Capital, LLC | 2,595 | $143.6K | 0.02% | −25−1.0% | Reduced |
| Systematic Financial Management LP | 2,544 | $140.7K | 0.00% | −22,063−89.7% | Reduced |
| SG Americas Securities, LLC | 2,521 | $139.0K | 0.00% | −3,268−56.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2,440 | $135.0K | 0.00% | −4,392−64.3% | Reduced |
| Barclays PLC | 2,226 | $123.1K | 0.00% | −3,299−59.7% | Reduced |
| Tredje AP-fonden | 2,065 | $114.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,012 | $111.3K | 0.00% | −400−16.6% | Reduced |
| Great West Life Assurance Co | 1,962 | $109.0K | 0.00% | +723+58.4% | Added |
| Amalgamated Bank | 1,747 | $97.0K | 0.00% | +241+16.0% | Added |
| Tower Research Capital LLC (TRC) | 1,536 | $85.0K | 0.00% | +22+1.5% | Added |
| 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 |
| Public Employees Retirement Association of Colorado | 1,218 | $67.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,200 | $66.0K | 0.00% | +1,200 | New |
| Bank of Montreal | 941 | $52.2K | 0.00% | +79+9.2% | Added |
| Simplex Trading, LLC | 798 | $44.0K | 0.00% | −882−52.5% | Reduced |
| Quantbot Technologies LP | 716 | $39.6K | 0.00% | +716 | New |
| Covestor Ltd | 671 | $37.0K | 0.03% | −730−52.1% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $36.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 633 | $35.0K | 0.00% | +392+162.7% | Added |
| Headlands Technologies LLC | 592 | $32.7K | 0.01% | +592 | New |
| Clearstead Advisors, LLC | 500 | $27.7K | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 500 | $27.7K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 483 | $26.7K | 0.01% | +326+207.6% | Added |
| Ossiam | 445 | $24.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 425 | $23.5K | 0.00% | −28,891−98.6% | Reduced |
| MetLife Investment Management | 320 | $17.7K | 0.00% | +134+72.0% | Added |
| Parallel Advisors, LLC | 227 | $12.6K | 0.00% | −7−3.0% | Reduced |
| Spire Wealth Management | 197 | $10.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 146 | $8.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 152 | $8.00K | 0.00% | −17−10.1% | Reduced |
| US Bancorp | 136 | $7.52K | 0.00% | −19−12.3% | Reduced |
| Signaturefd, LLC | 123 | $6.80K | 0.00% | −48−28.1% | Reduced |
| American International Group, Inc. | 113 | $6.25K | 0.00% | +22+24.2% | Added |
| CVA Family Office, LLC | 100 | $5.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.53K | 0.00% | +100 | New |
| The PNC Financial Services Group, Inc. | 99 | $5.48K | 0.00% | −362−78.5% | Reduced |
| National Bank of Canada | 97 | $5.36K | 0.00% | −19,346−99.5% | Reduced |
| Loomis Sayles & Co L P | 92 | $5.00K | 0.00% | −101−52.3% | Reduced |
| Pinnacle Bancorp, Inc. | 89 | $4.92K | 0.00% | +89 | New |
| Leonteq Securities AG | 83 | $4.59K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $4.43K | 0.00% | +80 | New |
| First Manhattan Co | 60 | $3.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $3.05K | 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 |
| Federation des caisses Desjardins du Quebec | 45 | $2.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pinebridge Investments, L.P. | 38 | $2.10K | 0.00% | −2,618−98.6% | Reduced |
| Bell Investment Advisors, Inc | 34 | $1.88K | 0.00% | −2−5.6% | Reduced |
| Impact Partnership Wealth, LLC | 31 | $1.72K | 0.00% | +31 | New |
| Umb Bank N A | 30 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $1.49K | 0.00% | +27 | New |
| Glassman Wealth Services | 25 | $1.38K | 0.00% | +16+177.8% | Added |
| Riverview Trust Co | 23 | $1.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 18 | $996 | 0.00% | +6+50.0% | Added |
| ICA Group Wealth Management, LLC | 16 | $885 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $774 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $664 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11 | $609 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $498 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $443 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $334 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $277 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $277 | 0.00% | +3+150.0% | Added |
| Disciplined Investments, LLC | 4 | $221 | 0.00% | −4−50.0% | Reduced |
| Allianz Asset Management GmbH | 3,282 | $182 | 0.00% | −9,372−74.1% | Reduced |
| Red Tortoise LLC | 3 | $166 | 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 |
| True Wealth Design, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −2−66.7% | 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 |