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, Q4 2023
Institutional positions in U-Haul Holding Co as of Dec 31, 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
- 194
- +18 vs. Q3 2023
- Shares held
- 7.05M
- −405.0K (−5.4%) vs. Q3 2023
- Total value
- $506.4M
- +$99.4M (+24.4%) vs. Q3 2023
- New holders
- 33
- 49 more added
- Sold out
- 15
- 80 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 876,917 | $63.0M | 0.00% | +25,649+3.0% | Added |
| Scharf Investments, LLC | 657,373 | $47.2M | 1.29% | +82,104+14.3% | Added |
| Yacktman Asset Management LP | 548,420 | $39.4M | 0.37% | −125,357−18.6% | Reduced |
| Smead Capital Management, Inc. | 534,592 | $38.4M | 0.69% | +4,680+0.9% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 407,027 | $29.2M | 0.91% | 00.0% | Unchanged |
| BlackRock Inc. | 391,693 | $28.1M | 0.00% | −4,268−1.1% | Reduced |
| Dimensional Fund Advisors LP | 384,106 | $27.6M | 0.01% | −6,477−1.7% | Reduced |
| Norges Bank | 274,162 | $19.7M | 0.00% | +118,553+76.2% | Added |
| FMR LLC | 269,657 | $19.4M | 0.00% | −2,767−1.0% | Reduced |
| State Street Corp | 218,845 | $15.7M | 0.00% | +12,369+6.0% | Added |
| Artisan Partners Limited Partnership | 156,363 | $11.2M | 0.02% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 150,000 | $10.8M | 0.23% | +150,000 | New |
| Geode Capital Management, LLC | 145,261 | $10.4M | 0.00% | −8,819−5.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 123,141 | $8.84M | 0.04% | +61,033+98.3% | Added |
| Marshall Wace, LLP | 107,806 | $7.74M | 0.01% | −28,100−20.7% | Reduced |
| AQR Capital Management LLC | 101,246 | $7.27M | 0.01% | −3,783−3.6% | Reduced |
| Wellington Management Group LLP | 85,868 | $6.17M | 0.00% | −2,013−2.3% | Reduced |
| Parkwood LLC | 84,410 | $6.06M | 0.97% | +84,410 | New |
| Envestnet Asset Management Inc | 74,127 | $5.32M | 0.00% | +4,358+6.2% | Added |
| Morgan Stanley | 71,108 | $5.11M | 0.00% | −1,961−2.7% | Reduced |
| Bruce & Co., Inc. | 70,805 | $5.08M | 1.77% | 00.0% | Unchanged |
| Applied Fundamental Research, LLC | 55,536 | $3.99M | 2.88% | −1,000−1.8% | Reduced |
| Old West Investment Management, LLC | 52,295 | $3.75M | 1.93% | −123,940−70.3% | Reduced |
| Charles Schwab Investment Management Inc | 50,424 | $3.62M | 0.00% | +1,742+3.6% | Added |
| Voloridge Investment Management, LLC | 49,726 | $3.57M | 0.01% | −30,395−37.9% | Reduced |
| Two Sigma Investments, LP | 48,702 | $3.50M | 0.01% | +39,002+402.1% | Added |
| Bank of New York Mellon Corp | 46,986 | $3.37M | 0.00% | −3,876−7.6% | Reduced |
| Citadel Advisors LLC | 39,819 | $2.86M | 0.00% | +39,819 | New |
| Russell Investments Group, Ltd. | 37,218 | $2.67M | 0.00% | +6,260+20.2% | Added |
| Northern Trust Corp | 36,471 | $2.62M | 0.00% | +3,623+11.0% | Added |
| CIBC World Markets Inc. | 36,462 | $2.62M | 0.01% | −507−1.4% | Reduced |
| Gsa Capital Partners LLP | 34,773 | $2.50M | 0.21% | +3,246+10.3% | Added |
| D. E. Shaw & Co., Inc. | 32,147 | $2.31M | 0.00% | +1,072+3.4% | Added |
| ArrowMark Colorado Holdings LLC | 32,000 | $2.30M | 0.03% | −19,000−37.3% | Reduced |
| Two Sigma Advisers, LP | 28,700 | $2.06M | 0.00% | +28,700 | New |
| Nuveen Asset Management, LLC | 27,272 | $1.96M | 0.00% | +161+0.6% | Added |
| Vision Capital Management, Inc. | 24,977 | $1.79M | 0.28% | +36+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 23,089 | $1.66M | 0.01% | +23,089 | New |
| We Are One Seven, LLC | 16,418 | $1.18M | 0.07% | +3,336+25.5% | Added |
| McDonald Partners LLC | 16,325 | $1.17M | 0.35% | 00.0% | Unchanged |
| Winmill & Co. Inc | 15,930 | $1.14M | 0.37% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 15,309 | $1.10M | 0.10% | −26,309−63.2% | Reduced |
| Bank of America Corp | 15,245 | $1.09M | 0.00% | +7,219+89.9% | Added |
| Occudo Quantitative Strategies LP | 15,207 | $1.09M | 0.15% | −2,397−13.6% | Reduced |
| Susquehanna International Group, LLP | 15,139 | $1.09M | 0.00% | −11,303−42.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 15,084 | $1.08M | 0.06% | −296−1.9% | Reduced |
| Proficio Capital Partners LLC | 14,892 | $1.07M | 0.13% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 14,510 | $1.04M | 0.78% | +700+5.1% | Added |
| BNP Paribas Arbitrage, SA | 13,927 | $1.00M | 0.00% | −1,564−10.1% | Reduced |
| UBS Asset Management Americas Inc | 13,856 | $994.9K | 0.00% | −2,414−14.8% | Reduced |
| Ameriprise Financial Inc | 13,454 | $966.0K | 0.00% | +3,610+36.7% | Added |
| New York State Common Retirement Fund | 12,900 | $926.2K | 0.00% | −2,046−13.7% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $912.9K | 0.27% | 00.0% | Unchanged |
| American Century Companies Inc | 12,395 | $890.0K | 0.00% | +287+2.4% | Added |
| Financial Counselors Inc | 12,310 | $883.9K | 0.02% | −440−3.5% | Reduced |
| Voya Investment Management LLC | 12,197 | $875.7K | 0.00% | −14,123−53.7% | Reduced |
| Jane Street Group, LLC | 12,018 | $862.9K | 0.00% | −3,247−21.3% | Reduced |
| Prudential Financial Inc | 11,847 | $850.6K | 0.00% | +1,548+15.0% | Added |
| Citigroup Inc | 11,435 | $821.0K | 0.00% | +8,340+269.5% | Added |
| STRS Ohio | 10,963 | $787.0K | 0.00% | −559−4.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,946 | $785.9K | 0.07% | +4,000+57.6% | Added |
| Royal Bank of Canada | 10,617 | $763.0K | 0.00% | −929−8.0% | Reduced |
| Millennium Management LLC | 10,436 | $749.3K | 0.00% | −300,025−96.6% | Reduced |
| Wells Fargo & Company | 10,273 | $737.6K | 0.00% | −129−1.2% | Reduced |
| Rhumbline Advisers | 10,115 | $726.2K | 0.00% | −355−3.4% | Reduced |
| JPMorgan Chase & Co | 9,921 | $712.3K | 0.00% | −2,375−19.3% | Reduced |
| Brandywine Global Investment Management, LLC | 9,729 | $698.5K | 0.01% | −304−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 9,243 | $663.6K | 0.00% | +97+1.1% | Added |
| Redmont Wealth Advisors LLC | 9,195 | $660.2K | 0.96% | +1,044+12.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,002 | $646.3K | 0.24% | +581+6.9% | Added |
| Diversified Investment Strategies, LLC | 8,954 | $642.9K | 0.47% | −375−4.0% | Reduced |
| Highlander Capital Management, LLC | 8,570 | $615.3K | 0.22% | −50−0.6% | Reduced |
| HighTower Advisors, LLC | 8,360 | $603.0K | 0.00% | +1,845+28.3% | Added |
| AE Wealth Management LLC | 8,951 | $599.9K | 0.00% | +143+1.6% | Added |
| PEAK6 Investments LLC | 7,576 | $544.0K | 0.02% | +7,576 | New |
| Norman Fields, Gottscho Capital Management, LLC | 7,278 | $523.0K | 0.21% | +190+2.7% | Added |
| Commonwealth Equity Services, LLC | 6,943 | $499.0K | 0.00% | +6,943 | New |
| Knightsbridge Asset Management, LLC | 6,670 | $478.9K | 0.14% | −262−3.8% | Reduced |
| HRT Financial LP | 6,516 | $467.0K | 0.00% | −8,799−57.5% | Reduced |
| Ingalls & Snyder LLC | 6,285 | $451.0K | 0.02% | −52−0.8% | Reduced |
| Oppenheimer & Close, LLC | 6,245 | $448.4K | 0.41% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,073 | $436.0K | 0.01% | −59−1.0% | Reduced |
| Versor Investments LP | 5,935 | $426.1K | 0.09% | −4,110−40.9% | Reduced |
| Barclays PLC | 5,934 | $426.1K | 0.00% | +3,708+166.6% | Added |
| Intellectus Partners, LLC | 5,696 | $409.0K | 0.12% | +910+19.0% | Added |
| Mraz, Amerine & Associates, Inc. | 5,422 | $389.3K | 0.08% | −1,106−16.9% | Reduced |
| Invesco Ltd. | 5,327 | $382.5K | 0.00% | −21,233−79.9% | Reduced |
| XTX Topco Ltd | 5,149 | $369.7K | 0.08% | −6,507−55.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,797 | $345.9K | 0.00% | +756+18.7% | Added |
| First Hawaiian Bank | 4,767 | $342.3K | 0.01% | +85+1.8% | Added |
| Goldman Sachs Group Inc | 4,501 | $323.2K | 0.00% | −6,656−59.7% | Reduced |
| Legal & General Group Plc | 4,411 | $316.7K | 0.00% | −155−3.4% | Reduced |
| LPL Financial LLC | 4,304 | $309.1K | 0.00% | −4,769−52.6% | Reduced |
| Squarepoint Ops LLC | 4,237 | $304.2K | 0.00% | +154+3.8% | Added |
| RK Asset Management, LLC | 4,188 | $301.0K | 0.25% | −1,501−26.4% | Reduced |
| K2 Principal Fund, L.P. | 4,093 | $293.9K | 0.07% | −4,487−52.3% | Reduced |
| Corton Capital Inc. | 4,033 | $289.6K | 0.09% | +4,033 | New |
| Cambridge Investment Research Advisors, Inc. | 3,917 | $281.0K | 0.00% | +131+3.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 3,905 | $280.4K | 0.00% | −32−0.8% | Reduced |
| Lakewood Asset Management LLC | 3,848 | $276.3K | 0.21% | −466−10.8% | Reduced |