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 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 8,421 | $459.5K | 0.18% | +1,619+23.8% | Added |
| K2 Principal Fund, L.P. | 8,580 | $468.2K | 0.14% | −29,182−77.3% | Reduced |
| Highlander Capital Management, LLC | 8,620 | $470.0K | 0.18% | +1,125+15.0% | Added |
| AE Wealth Management LLC | 8,808 | $480.7K | 0.00% | +1,585+21.9% | Added |
| Diversified Investment Strategies, LLC | 9,329 | $492.7K | 0.37% | 00.0% | Unchanged |
| LPL Financial LLC | 9,073 | $495.1K | 0.00% | +9,073 | New |
| State Board of Administration of Florida Retirement System | 9,146 | $499.1K | 0.00% | +20+0.2% | Added |
| Two Sigma Investments, LP | 9,700 | $529.3K | 0.00% | −12,621−56.5% | Reduced |
| Ameriprise Financial Inc | 9,844 | $537.2K | 0.00% | +10+0.1% | Added |
| Brandywine Global Investment Management, LLC | 10,033 | $547.5K | 0.00% | −1,600−13.8% | Reduced |
| Versor Investments LP | 10,045 | $548.2K | 0.11% | +2,557+34.1% | Added |
| Prudential Financial Inc | 10,299 | $562.0K | 0.00% | +10,299 | New |
| Wells Fargo & Company | 10,402 | $567.7K | 0.00% | −227−2.1% | Reduced |
| Rhumbline Advisers | 10,470 | $571.3K | 0.00% | −838−7.4% | Reduced |
| Goldman Sachs Group Inc | 11,157 | $608.8K | 0.00% | +4,027+56.5% | Added |
| STRS Ohio | 11,522 | $628.0K | 0.00% | −8,993−43.8% | Reduced |
| Royal Bank of Canada | 11,546 | $629.0K | 0.00% | −421−3.5% | Reduced |
| XTX Topco Ltd | 11,656 | $636.1K | 0.11% | −12,968−52.7% | Reduced |
| American Century Companies Inc | 12,108 | $660.7K | 0.00% | +4,455+58.2% | Added |
| JPMorgan Chase & Co | 12,296 | $671.0K | 0.00% | +3,324+37.0% | Added |
| Kerrisdale Advisers, LLC | 12,714 | $693.8K | 0.22% | −6,325−33.2% | Reduced |
| Financial Counselors Inc | 12,750 | $695.8K | 0.01% | −490−3.7% | Reduced |
| We Are One Seven, LLC | 13,082 | $713.9K | 0.06% | +395+3.1% | Added |
| Barnett & Company, Inc. | 13,810 | $753.6K | 0.59% | +13,810 | New |
| Allspring Global Investments Holdings, LLC | 14,251 | $777.7K | 0.00% | −441−3.0% | Reduced |
| Dark Forest Capital Management LP | 14,417 | $786.7K | 0.07% | −1,817−11.2% | Reduced |
| Victory Capital Management Inc | 14,870 | $811.5K | 0.00% | −38,468−72.1% | Reduced |
| Proficio Capital Partners LLC | 14,892 | $812.7K | 0.11% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 14,946 | $815.6K | 0.00% | −5,261−26.0% | Reduced |
| Jane Street Group, LLC | 15,265 | $833.0K | 0.00% | −24,215−61.3% | Reduced |
| HRT Financial LP | 15,315 | $835.0K | 0.01% | −2,669−14.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 15,380 | $839.3K | 0.05% | −140−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 15,491 | $845.3K | 0.00% | +1,235+8.7% | Added |
| Tudor Investment Corp Et Al | 15,924 | $869.0K | 0.01% | −56,468−78.0% | Reduced |
| Winmill & Co. Inc | 15,930 | $869.3K | 0.32% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 16,270 | $887.9K | 0.00% | +1,939+13.5% | Added |
| McDonald Partners LLC | 16,325 | $890.9K | 0.29% | +1,100+7.2% | Added |
| Occudo Quantitative Strategies LP | 17,604 | $960.6K | 0.12% | −16,732−48.7% | Reduced |
| LMR Partners LLP | 19,425 | $1.06M | 0.02% | +13,766+243.3% | Added |
| Vision Capital Management, Inc. | 24,941 | $1.36M | 0.25% | +495+2.0% | Added |
| Voya Investment Management LLC | 26,320 | $1.44M | 0.00% | −224−0.8% | Reduced |
| Susquehanna International Group, LLP | 26,442 | $1.44M | 0.00% | −981−3.6% | Reduced |
| Invesco Ltd. | 26,560 | $1.45M | 0.00% | +20,800+361.1% | Added |
| Nuveen Asset Management, LLC | 27,111 | $1.48M | 0.00% | +3,827+16.4% | Added |
| Russell Investments Group, Ltd. | 30,958 | $1.69M | 0.00% | +28,946+1,438.7% | Added |
| D. E. Shaw & Co., Inc. | 31,075 | $1.70M | 0.00% | −6,968−18.3% | Reduced |
| Gsa Capital Partners LLP | 31,527 | $1.72M | 0.15% | +26,065+477.2% | Added |
| Northern Trust Corp | 32,848 | $1.79M | 0.00% | −1,126−3.3% | Reduced |
| CIBC World Markets Inc. | 36,969 | $2.02M | 0.01% | −1,657−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 41,618 | $2.27M | 0.24% | −2,708−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 48,682 | $2.66M | 0.00% | −9,131−15.8% | Reduced |
| Bank of New York Mellon Corp | 50,862 | $2.78M | 0.00% | −8,344−14.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 51,000 | $2.78M | 0.03% | +28,000+121.7% | Added |
| Applied Fundamental Research, LLC | 56,536 | $3.09M | 2.24% | +56,536 | New |
| Jacobs Levy Equity Management, Inc | 62,108 | $3.39M | 0.02% | +62,108 | New |
| Envestnet Asset Management Inc | 69,769 | $3.81M | 0.00% | +50,052+253.9% | Added |
| Bruce & Co., Inc. | 70,805 | $3.86M | 1.32% | −3,959−5.3% | Reduced |
| Morgan Stanley | 73,069 | $3.99M | 0.00% | −9,129−11.1% | Reduced |
| Voloridge Investment Management, LLC | 80,121 | $4.37M | 0.02% | +12,806+19.0% | Added |
| Wellington Management Group LLP | 87,881 | $4.80M | 0.00% | +87,881 | New |
| AQR Capital Management LLC | 105,029 | $5.73M | 0.01% | +5,037+5.0% | Added |
| Marshall Wace, LLP | 135,906 | $7.42M | 0.02% | −22,947−14.4% | Reduced |
| Geode Capital Management, LLC | 154,080 | $8.41M | 0.00% | +9,523+6.6% | Added |
| Norges Bank | 155,609 | $8.49M | 0.00% | +17,708+12.8% | Added |
| Artisan Partners Limited Partnership | 156,363 | $8.53M | 0.01% | −4,579−2.8% | Reduced |
| Old West Investment Management, LLC | 176,235 | $9.62M | 4.85% | +1,761+1.0% | Added |
| State Street Corp | 206,476 | $11.3M | 0.00% | −17,542−7.8% | Reduced |
| FMR LLC | 272,424 | $14.9M | 0.00% | −186,813−40.7% | Reduced |
| First Trust Advisors LP | 299,221 | $16.3M | 0.02% | +21,083+7.6% | Added |
| Millennium Management LLC | 310,461 | $16.9M | 0.02% | −29,364−8.6% | Reduced |
| Dimensional Fund Advisors LP | 390,583 | $21.3M | 0.01% | −5,503−1.4% | Reduced |
| BlackRock Inc. | 395,961 | $21.6M | 0.00% | −32,018−7.5% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 407,027 | $22.2M | 0.73% | 00.0% | Unchanged |
| Smead Capital Management, Inc. | 529,912 | $28.9M | 0.59% | −20,303−3.7% | Reduced |
| Scharf Investments, LLC | 575,269 | $31.4M | 0.94% | +94,742+19.7% | Added |
| Yacktman Asset Management LP | 673,777 | $36.8M | 0.36% | −40,837−5.7% | Reduced |
| Vanguard Group Inc | 851,268 | $46.5M | 0.00% | +20,430+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −16,434−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −6,309−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −5,973−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −5,777−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −5,207−100.0% | Sold out |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −3,916−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −2,065−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −592−100.0% | Sold out |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −83−100.0% | Sold out |