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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $109 | 0.00% | −25−92.6% | Reduced |
| RFP Financial Group LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $111 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $322 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 6 | $327 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $382 | 0.00% | +2+40.0% | Added |
| Prestige Wealth Management Group LLC | 8 | $437 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $491 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $492 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 12 | $655 | 0.00% | −6−33.3% | Reduced |
| Parkside Financial Bank & Trust | 12 | $655 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 14 | $764 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 21 | $1.15K | 0.00% | +1+5.0% | Added |
| Glassman Wealth Services | 22 | $1.20K | 0.00% | −3−12.0% | Reduced |
| Riverview Trust Co | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 34 | $1.86K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 36 | $1.97K | 0.00% | −19−34.5% | Reduced |
| Ronald Blue Trust, Inc. | 36 | $2.00K | 0.00% | +14+63.6% | Added |
| Allworth Financial LP | 42 | $2.29K | 0.00% | +4+10.5% | Added |
| Federation des caisses Desjardins du Quebec | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $2.89K | 0.00% | −2−3.6% | Reduced |
| Quent Capital, LLC | 55 | $3.01K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 60 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 65 | $3.55K | 0.00% | +27+71.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $4.37K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 86 | $4.69K | 0.00% | −13−13.1% | Reduced |
| Signaturefd, LLC | 91 | $4.97K | 0.00% | −32−26.0% | Reduced |
| American International Group, Inc. | 91 | $4.97K | 0.00% | −22−19.5% | Reduced |
| National Bank of Canada | 96 | $5.14K | 0.00% | −1−1.0% | Reduced |
| Larson Financial Group LLC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 107 | $5.84K | 0.00% | +18+20.2% | Added |
| AdvisorNet Financial, Inc | 117 | $6.38K | 0.00% | −29−19.9% | Reduced |
| CWM, LLC | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 153 | $8.35K | 0.00% | +17+12.5% | Added |
| Loomis Sayles & Co L P | 158 | $9.00K | 0.00% | +66+71.7% | Added |
| Parallel Advisors, LLC | 165 | $9.00K | 0.00% | −62−27.3% | Reduced |
| MetLife Investment Management | 275 | $15.0K | 0.00% | −45−14.1% | Reduced |
| Spire Wealth Management | 331 | $18.1K | 0.00% | +134+68.0% | Added |
| Vestcor Inc | 348 | $19.0K | 0.00% | −3,588−91.2% | Reduced |
| Exchange Traded Concepts, LLC | 413 | $22.5K | 0.00% | +413 | New |
| Denali Advisors LLC | 490 | $26.7K | 0.01% | +7+1.4% | Added |
| Clearstead Advisors, LLC | 500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 559 | $30.5K | 0.00% | −74−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 575 | $31.4K | 0.00% | +150+35.3% | Added |
| Nisa Investment Advisors, LLC | 650 | $35.5K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 654 | $35.7K | 0.00% | +654 | New |
| Tower Research Capital LLC (TRC) | 707 | $38.6K | 0.00% | −829−54.0% | Reduced |
| Covestor Ltd | 709 | $39.0K | 0.03% | +38+5.7% | Added |
| Bank of Montreal | 801 | $47.4K | 0.00% | −140−14.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,218 | $66.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1,388 | $75.7K | 0.00% | +1,388 | New |
| Simplex Trading, LLC | 1,455 | $79.0K | 0.00% | +657+82.3% | Added |
| Third Avenue Management LLC | 1,456 | $81.4K | 0.01% | −52−3.4% | Reduced |
| Lazard Asset Management LLC | 1,570 | $85.0K | 0.00% | −2,885−64.8% | Reduced |
| California State Teachers Retirement System | 1,716 | $93.6K | 0.00% | −1,295−43.0% | Reduced |
| Systematic Financial Management LP | 1,969 | $107.4K | 0.00% | −575−22.6% | Reduced |
| Great West Life Assurance Co | 1,991 | $109.0K | 0.00% | +29+1.5% | Added |
| Colonial Trust Co | 2,140 | $116.8K | 0.03% | +2,100+5,250.0% | Added |
| Barclays PLC | 2,226 | $121.5K | 0.00% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,445 | $133.4K | 0.02% | −150−5.8% | Reduced |
| Amalgamated Bank | 2,620 | $143.0K | 0.00% | +873+50.0% | Added |
| SG Americas Securities, LLC | 2,781 | $152.0K | 0.00% | +260+10.3% | Added |
| Swedbank AB | 3,090 | $168.6K | 0.00% | +26+0.8% | Added |
| Citigroup Inc | 3,095 | $168.9K | 0.00% | −384−11.0% | Reduced |
| Public Employees Retirement System of Ohio | 3,139 | $171.0K | 0.00% | −920−22.7% | Reduced |
| Storebrand Asset Management AS | 3,205 | $174.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,500 | $190.0K | 0.11% | +500+16.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,603 | $197.0K | 0.00% | −247−6.4% | Reduced |
| UBS Group AG | 3,764 | $205.4K | 0.00% | −1,463−28.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,786 | $207.0K | 0.00% | +3,786 | New |
| Raymond James Financial Services Advisors, Inc. | 3,937 | $214.8K | 0.00% | −16−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 3,943 | $215.2K | 0.00% | +224+6.0% | Added |
| Squarepoint Ops LLC | 4,083 | $222.8K | 0.00% | −22,054−84.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,041 | $226.7K | 0.00% | +4,041 | New |
| Lodestone Wealth Management LLC | 4,242 | $231.5K | 0.16% | +4,242 | New |
| Lakewood Asset Management LLC | 4,314 | $235.4K | 0.19% | 00.0% | Unchanged |
| Legal & General Group Plc | 4,566 | $249.2K | 0.00% | +1,249+37.7% | Added |
| First Hawaiian Bank | 4,682 | $255.5K | 0.01% | +530+12.8% | Added |
| Centiva Capital, LP | 4,742 | $258.8K | 0.01% | +4,742 | New |
| Intellectus Partners, LLC | 4,786 | $261.2K | 0.08% | +326+7.3% | Added |
| Robotti Robert | 5,200 | $283.8K | 0.04% | 00.0% | Unchanged |
| RK Asset Management, LLC | 5,689 | $310.0K | 0.29% | −490−7.9% | Reduced |
| National Asset Management, Inc. | 6,132 | $334.6K | 0.01% | −100−1.6% | Reduced |
| Oppenheimer & Close, LLC | 6,245 | $340.8K | 0.34% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 6,337 | $346.0K | 0.02% | −20.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 6,528 | $356.2K | 0.08% | −243−3.6% | Reduced |
| HighTower Advisors, LLC | 6,515 | $359.0K | 0.00% | +895+15.9% | Added |
| Knightsbridge Asset Management, LLC | 6,932 | $378.0K | 0.12% | −260−3.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,946 | $379.0K | 0.05% | −3,130−31.1% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,088 | $387.0K | 0.17% | 00.0% | Unchanged |
| Bank of America Corp | 8,026 | $438.0K | 0.00% | +2,051+34.3% | Added |
| Redmont Wealth Advisors LLC | 8,151 | $444.8K | 0.78% | +391+5.0% | Added |