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 |
|---|---|---|---|---|---|
| UBS Group AG | 3,764 | $205.4K | 0.00% | −1,463−28.0% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,603 | $197.0K | 0.00% | −247−6.4% | Reduced |
| FNY Investment Advisers, LLC | 3,500 | $190.0K | 0.11% | +500+16.7% | Added |
| Storebrand Asset Management AS | 3,205 | $174.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,139 | $171.0K | 0.00% | −920−22.7% | Reduced |
| Citigroup Inc | 3,095 | $168.9K | 0.00% | −384−11.0% | Reduced |
| Swedbank AB | 3,090 | $168.6K | 0.00% | +26+0.8% | Added |
| SG Americas Securities, LLC | 2,781 | $152.0K | 0.00% | +260+10.3% | Added |
| Amalgamated Bank | 2,620 | $143.0K | 0.00% | +873+50.0% | Added |
| Skylands Capital, LLC | 2,445 | $133.4K | 0.02% | −150−5.8% | Reduced |
| Barclays PLC | 2,226 | $121.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,140 | $116.8K | 0.03% | +2,100+5,250.0% | Added |
| Great West Life Assurance Co | 1,991 | $109.0K | 0.00% | +29+1.5% | Added |
| Systematic Financial Management LP | 1,969 | $107.4K | 0.00% | −575−22.6% | Reduced |
| California State Teachers Retirement System | 1,716 | $93.6K | 0.00% | −1,295−43.0% | Reduced |
| Lazard Asset Management LLC | 1,570 | $85.0K | 0.00% | −2,885−64.8% | Reduced |
| Third Avenue Management LLC | 1,456 | $81.4K | 0.01% | −52−3.4% | Reduced |
| Simplex Trading, LLC | 1,455 | $79.0K | 0.00% | +657+82.3% | Added |
| Comerica Bank | 1,388 | $75.7K | 0.00% | +1,388 | New |
| Public Employees Retirement Association of Colorado | 1,218 | $66.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 801 | $47.4K | 0.00% | −140−14.9% | Reduced |
| Covestor Ltd | 709 | $39.0K | 0.03% | +38+5.7% | Added |
| Tower Research Capital LLC (TRC) | 707 | $38.6K | 0.00% | −829−54.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 654 | $35.7K | 0.00% | +654 | New |
| Nisa Investment Advisors, LLC | 650 | $35.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 575 | $31.4K | 0.00% | +150+35.3% | Added |
| Deutsche Bank AG | 559 | $30.5K | 0.00% | −74−11.7% | Reduced |
| Clearstead Advisors, LLC | 500 | $27.3K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 490 | $26.7K | 0.01% | +7+1.4% | Added |
| Exchange Traded Concepts, LLC | 413 | $22.5K | 0.00% | +413 | New |
| Vestcor Inc | 348 | $19.0K | 0.00% | −3,588−91.2% | Reduced |
| Spire Wealth Management | 331 | $18.1K | 0.00% | +134+68.0% | Added |
| MetLife Investment Management | 275 | $15.0K | 0.00% | −45−14.1% | Reduced |
| Parallel Advisors, LLC | 165 | $9.00K | 0.00% | −62−27.3% | Reduced |
| Loomis Sayles & Co L P | 158 | $9.00K | 0.00% | +66+71.7% | Added |
| US Bancorp | 153 | $8.35K | 0.00% | +17+12.5% | Added |
| CWM, LLC | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 117 | $6.38K | 0.00% | −29−19.9% | Reduced |
| Pinnacle Bancorp, Inc. | 107 | $5.84K | 0.00% | +18+20.2% | Added |
| Larson Financial Group LLC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 96 | $5.14K | 0.00% | −1−1.0% | 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 |
| The PNC Financial Services Group, Inc. | 86 | $4.69K | 0.00% | −13−13.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 65 | $3.55K | 0.00% | +27+71.1% | Added |
| First Manhattan Co | 60 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 55 | $3.01K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $2.89K | 0.00% | −2−3.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 45 | $2.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $2.29K | 0.00% | +4+10.5% | Added |
| Ronald Blue Trust, Inc. | 36 | $2.00K | 0.00% | +14+63.6% | Added |
| Lindbrook Capital, LLC | 36 | $1.97K | 0.00% | −19−34.5% | Reduced |
| Bell Investment Advisors, Inc | 34 | $1.86K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.20K | 0.00% | −3−12.0% | Reduced |
| JFS Wealth Advisors, LLC | 21 | $1.15K | 0.00% | +1+5.0% | Added |
| Ci Investments Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Harbour Investments, Inc. | 14 | $764 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 12 | $655 | 0.00% | −6−33.3% | Reduced |
| Parkside Financial Bank & Trust | 12 | $655 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $492 | 0.00% | +9 | New |
| Zions Bancorporation, N.A. | 9 | $491 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $437 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $382 | 0.00% | +2+40.0% | Added |
| Earnest Partners LLC | 6 | $327 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $322 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $111 | 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 |
| True Wealth Design, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |