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, Q3 2023
Institutional positions in U-Haul Holding Co as of Sep 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
- 177
- −15 vs. Q2 2023
- Shares held
- 7.46M
- −126.7K (−1.7%) vs. Q2 2023
- Total value
- $407.0M
- −$12.5M (−3.0%) vs. Q2 2023
- New holders
- 15
- 55 more added
- Sold out
- 30
- 71 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 851,268 | $46.5M | 0.00% | +20,430+2.5% | Added |
| Yacktman Asset Management LP | 673,777 | $36.8M | 0.36% | −40,837−5.7% | Reduced |
| Scharf Investments, LLC | 575,269 | $31.4M | 0.94% | +94,742+19.7% | Added |
| Smead Capital Management, Inc. | 529,912 | $28.9M | 0.59% | −20,303−3.7% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 407,027 | $22.2M | 0.73% | 00.0% | Unchanged |
| BlackRock Inc. | 395,961 | $21.6M | 0.00% | −32,018−7.5% | Reduced |
| Dimensional Fund Advisors LP | 390,583 | $21.3M | 0.01% | −5,503−1.4% | Reduced |
| Millennium Management LLC | 310,461 | $16.9M | 0.02% | −29,364−8.6% | Reduced |
| First Trust Advisors LP | 299,221 | $16.3M | 0.02% | +21,083+7.6% | Added |
| FMR LLC | 272,424 | $14.9M | 0.00% | −186,813−40.7% | Reduced |
| State Street Corp | 206,476 | $11.3M | 0.00% | −17,542−7.8% | Reduced |
| Old West Investment Management, LLC | 176,235 | $9.62M | 4.85% | +1,761+1.0% | Added |
| Artisan Partners Limited Partnership | 156,363 | $8.53M | 0.01% | −4,579−2.8% | Reduced |
| Norges Bank | 155,609 | $8.49M | 0.00% | +17,708+12.8% | Added |
| Geode Capital Management, LLC | 154,080 | $8.41M | 0.00% | +9,523+6.6% | Added |
| Marshall Wace, LLP | 135,906 | $7.42M | 0.02% | −22,947−14.4% | Reduced |
| AQR Capital Management LLC | 105,029 | $5.73M | 0.01% | +5,037+5.0% | Added |
| Wellington Management Group LLP | 87,881 | $4.80M | 0.00% | +87,881 | New |
| Voloridge Investment Management, LLC | 80,121 | $4.37M | 0.02% | +12,806+19.0% | Added |
| Morgan Stanley | 73,069 | $3.99M | 0.00% | −9,129−11.1% | Reduced |
| Bruce & Co., Inc. | 70,805 | $3.86M | 1.32% | −3,959−5.3% | Reduced |
| Envestnet Asset Management Inc | 69,769 | $3.81M | 0.00% | +50,052+253.9% | Added |
| Jacobs Levy Equity Management, Inc | 62,108 | $3.39M | 0.02% | +62,108 | New |
| Applied Fundamental Research, LLC | 56,536 | $3.09M | 2.24% | +56,536 | New |
| ArrowMark Colorado Holdings LLC | 51,000 | $2.78M | 0.03% | +28,000+121.7% | Added |
| Bank of New York Mellon Corp | 50,862 | $2.78M | 0.00% | −8,344−14.1% | Reduced |
| Charles Schwab Investment Management Inc | 48,682 | $2.66M | 0.00% | −9,131−15.8% | Reduced |
| EverSource Wealth Advisors, LLC | 41,618 | $2.27M | 0.24% | −2,708−6.1% | Reduced |
| CIBC World Markets Inc. | 36,969 | $2.02M | 0.01% | −1,657−4.3% | Reduced |
| Northern Trust Corp | 32,848 | $1.79M | 0.00% | −1,126−3.3% | Reduced |
| Gsa Capital Partners LLP | 31,527 | $1.72M | 0.15% | +26,065+477.2% | Added |
| D. E. Shaw & Co., Inc. | 31,075 | $1.70M | 0.00% | −6,968−18.3% | Reduced |
| Russell Investments Group, Ltd. | 30,958 | $1.69M | 0.00% | +28,946+1,438.7% | Added |
| Nuveen Asset Management, LLC | 27,111 | $1.48M | 0.00% | +3,827+16.4% | Added |
| Invesco Ltd. | 26,560 | $1.45M | 0.00% | +20,800+361.1% | Added |
| Susquehanna International Group, LLP | 26,442 | $1.44M | 0.00% | −981−3.6% | Reduced |
| Voya Investment Management LLC | 26,320 | $1.44M | 0.00% | −224−0.8% | Reduced |
| Vision Capital Management, Inc. | 24,941 | $1.36M | 0.25% | +495+2.0% | Added |
| LMR Partners LLP | 19,425 | $1.06M | 0.02% | +13,766+243.3% | Added |
| Occudo Quantitative Strategies LP | 17,604 | $960.6K | 0.12% | −16,732−48.7% | Reduced |
| McDonald Partners LLC | 16,325 | $890.9K | 0.29% | +1,100+7.2% | Added |
| UBS Asset Management Americas Inc | 16,270 | $887.9K | 0.00% | +1,939+13.5% | Added |
| Winmill & Co. Inc | 15,930 | $869.3K | 0.32% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 15,924 | $869.0K | 0.01% | −56,468−78.0% | Reduced |
| BNP Paribas Arbitrage, SA | 15,491 | $845.3K | 0.00% | +1,235+8.7% | Added |
| Punch & Associates Investment Management, Inc. | 15,380 | $839.3K | 0.05% | −140−0.9% | Reduced |
| HRT Financial LP | 15,315 | $835.0K | 0.01% | −2,669−14.8% | Reduced |
| Jane Street Group, LLC | 15,265 | $833.0K | 0.00% | −24,215−61.3% | Reduced |
| New York State Common Retirement Fund | 14,946 | $815.6K | 0.00% | −5,261−26.0% | Reduced |
| Proficio Capital Partners LLC | 14,892 | $812.7K | 0.11% | 00.0% | Unchanged |
| Victory Capital Management Inc | 14,870 | $811.5K | 0.00% | −38,468−72.1% | Reduced |
| Dark Forest Capital Management LP | 14,417 | $786.7K | 0.07% | −1,817−11.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,251 | $777.7K | 0.00% | −441−3.0% | Reduced |
| Barnett & Company, Inc. | 13,810 | $753.6K | 0.59% | +13,810 | New |
| We Are One Seven, LLC | 13,082 | $713.9K | 0.06% | +395+3.1% | Added |
| Financial Counselors Inc | 12,750 | $695.8K | 0.01% | −490−3.7% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $693.8K | 0.22% | −6,325−33.2% | Reduced |
| JPMorgan Chase & Co | 12,296 | $671.0K | 0.00% | +3,324+37.0% | Added |
| American Century Companies Inc | 12,108 | $660.7K | 0.00% | +4,455+58.2% | Added |
| XTX Topco Ltd | 11,656 | $636.1K | 0.11% | −12,968−52.7% | Reduced |
| Royal Bank of Canada | 11,546 | $629.0K | 0.00% | −421−3.5% | Reduced |
| STRS Ohio | 11,522 | $628.0K | 0.00% | −8,993−43.8% | Reduced |
| Goldman Sachs Group Inc | 11,157 | $608.8K | 0.00% | +4,027+56.5% | Added |
| Rhumbline Advisers | 10,470 | $571.3K | 0.00% | −838−7.4% | Reduced |
| Wells Fargo & Company | 10,402 | $567.7K | 0.00% | −227−2.1% | Reduced |
| Prudential Financial Inc | 10,299 | $562.0K | 0.00% | +10,299 | New |
| Versor Investments LP | 10,045 | $548.2K | 0.11% | +2,557+34.1% | Added |
| Brandywine Global Investment Management, LLC | 10,033 | $547.5K | 0.00% | −1,600−13.8% | Reduced |
| Ameriprise Financial Inc | 9,844 | $537.2K | 0.00% | +10+0.1% | Added |
| Two Sigma Investments, LP | 9,700 | $529.3K | 0.00% | −12,621−56.5% | Reduced |
| State Board of Administration of Florida Retirement System | 9,146 | $499.1K | 0.00% | +20+0.2% | Added |
| LPL Financial LLC | 9,073 | $495.1K | 0.00% | +9,073 | New |
| Diversified Investment Strategies, LLC | 9,329 | $492.7K | 0.37% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,808 | $480.7K | 0.00% | +1,585+21.9% | Added |
| Highlander Capital Management, LLC | 8,620 | $470.0K | 0.18% | +1,125+15.0% | Added |
| K2 Principal Fund, L.P. | 8,580 | $468.2K | 0.14% | −29,182−77.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,421 | $459.5K | 0.18% | +1,619+23.8% | Added |
| Redmont Wealth Advisors LLC | 8,151 | $444.8K | 0.78% | +391+5.0% | Added |
| Bank of America Corp | 8,026 | $438.0K | 0.00% | +2,051+34.3% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 7,088 | $387.0K | 0.17% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 6,946 | $379.0K | 0.05% | −3,130−31.1% | Reduced |
| Knightsbridge Asset Management, LLC | 6,932 | $378.0K | 0.12% | −260−3.6% | Reduced |
| HighTower Advisors, LLC | 6,515 | $359.0K | 0.00% | +895+15.9% | Added |
| Mraz, Amerine & Associates, Inc. | 6,528 | $356.2K | 0.08% | −243−3.6% | Reduced |
| Ingalls & Snyder LLC | 6,337 | $346.0K | 0.02% | −20.0% | Reduced |
| Oppenheimer & Close, LLC | 6,245 | $340.8K | 0.34% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,132 | $334.6K | 0.01% | −100−1.6% | Reduced |
| RK Asset Management, LLC | 5,689 | $310.0K | 0.29% | −490−7.9% | Reduced |
| Robotti Robert | 5,200 | $283.8K | 0.04% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 4,786 | $261.2K | 0.08% | +326+7.3% | Added |
| Centiva Capital, LP | 4,742 | $258.8K | 0.01% | +4,742 | New |
| First Hawaiian Bank | 4,682 | $255.5K | 0.01% | +530+12.8% | Added |
| Legal & General Group Plc | 4,566 | $249.2K | 0.00% | +1,249+37.7% | Added |
| Lakewood Asset Management LLC | 4,314 | $235.4K | 0.19% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 4,242 | $231.5K | 0.16% | +4,242 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,041 | $226.7K | 0.00% | +4,041 | New |
| Squarepoint Ops LLC | 4,083 | $222.8K | 0.00% | −22,054−84.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,943 | $215.2K | 0.00% | +224+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,937 | $214.8K | 0.00% | −16−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,786 | $207.0K | 0.00% | +3,786 | New |