U-Haul Holding Co

UHAL

Exchange: NYSE
Industry: Services-Auto Rental & Leasing (No Drivers)
SEC CIK: 0000004457

SEC filings (opens in a new tab)

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

Q4 2023 vs. Q3 2023

How the institutions holding U-Haul Holding Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of UHAL: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	177	1	194	+18
Shares	7.46M	19	7.05M	−405.0K (−5.4%)
Value	$407.0M	$1.00K	$506.4M	+$99.4M (+24.4%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held U-Haul Holding Co at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to UHAL in Q4 2023
Institution	Shares	Value	% of portfolio
Southpoint Capital Advisors LP	150,000	$10.8M	0.23%
Parkwood LLC	84,410	$6.06M	0.97%
Citadel Advisors LLC	39,819	$2.86M	0.00%
Two Sigma Advisers, LP	28,700	$2.06M	0.00%
Schonfeld Strategic Advisors LLC	23,089	$1.66M	0.01%
PEAK6 Investments LLC	7,576	$544.0K	0.02%
Commonwealth Equity Services, LLC	6,943	$499.0K	0.00%
Corton Capital Inc.	4,033	$289.6K	0.09%
Quadcap Wealth Management, LLC	3,796	$272.6K	0.07%
Mercer Global Advisors Inc	3,501	$251.0K	0.00%
Treasurer of the State of North Carolina	3,416	$245.0K	0.00%
Price T Rowe Associates Inc	3,143	$226.0K	0.00%
Motley Fool Asset Management LLC	3,074	$220.7K	0.02%
Balboa Wealth Partners	2,985	$214.3K	0.07%
SEI Investments Co	2,814	$202.0K	0.00%
Raymond James & Associates	2,805	$201.4K	0.00%
Institute for Wealth Management, LLC.	2,802	$201.2K	0.03%
RBF Capital, LLC	2,800	$201.0K	0.01%
Game Plan Financial Advisors, LLC	500	$35.9K	0.02%
Rothschild Investment LLC	390	$28.0K	0.00%
NBC Securities, Inc.	308	$22.0K	0.00%
CVA Family Office, LLC	100	$7.18K	0.00%
GWM Advisors LLC	79	$5.67K	0.00%
Arlington Trust Co LLC	20	$1.44K	0.00%
GAMMA Investing LLC	19	$1.26K	0.00%
ICA Group Wealth Management, LLC	16	$1.15K	0.00%
Sachetta, LLC	12	$862	0.00%
Crewe Advisors LLC	9	$647	0.00%
Valued Wealth Advisors LLC	10	$546	0.00%
DiNuzzo Private Wealth, Inc.	5	$359	0.00%
Advisory Services Network, LLC	1	$72	0.00%
IFP Advisors, Inc	1	$72	0.00%
Private Wealth Management Group, LLC	1	$72	0.00%

Sold out (15)

Institutions that held U-Haul Holding Co at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of UHAL in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
First Trust Advisors LP	299,221	$16.3M
LMR Partners LLP	19,425	$1.06M
Tudor Investment Corp Et Al	15,924	$869.0K
Victory Capital Management Inc	14,870	$811.5K
Dark Forest Capital Management LP	14,417	$786.7K
Centiva Capital, LP	4,742	$258.8K
FNY Investment Advisers, LLC	3,500	$190.0K
Simplex Trading, LLC	1,455	$79.0K
Exchange Traded Concepts, LLC	413	$22.5K
Federation des caisses Desjardins du Quebec	45	$2.46K
Riverview Trust Co	23	$1.25K
Harbour Investments, Inc.	14	$764
Toth Financial Advisory Corp	9	$492
Earnest Partners LLC	6	$327
Hexagon Capital Partners LLC	2	$109

Not filed for Q4 2023 yet (1)

Institutions that held U-Haul Holding Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UHAL in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Steward Financial Group LLC	19	$1.00K