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 |
|---|---|---|---|---|---|
| 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 | $72 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1 | $72 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $72 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $72 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $359 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $359 | 0.00% | +5 | New |
| Amundi | 6 | $404 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $431 | 0.00% | −1−14.3% | Reduced |
| Valued Wealth Advisors LLC | 10 | $546 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 8 | $575 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 9 | $646 | 0.00% | −13−59.1% | Reduced |
| Zions Bancorporation, N.A. | 9 | $646 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $647 | 0.00% | +9 | New |
| Massmutual Trust Co FSB | 12 | $862 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $862 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $862 | 0.00% | +12 | New |
| Ci Investments Inc. | 13 | $1.00K | 0.00% | +2+18.2% | Added |
| ICA Group Wealth Management, LLC | 16 | $1.15K | 0.00% | +16 | New |
| GAMMA Investing LLC | 19 | $1.26K | 0.00% | +19 | New |
| Quadrant Capital Group LLC | 18 | $1.29K | 0.00% | −47−72.3% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $1.44K | 0.00% | −1−4.8% | Reduced |
| Arlington Trust Co LLC | 20 | $1.44K | 0.00% | +20 | New |
| Lindbrook Capital, LLC | 23 | $1.65K | 0.00% | −13−36.1% | Reduced |
| Bell Investment Advisors, Inc | 24 | $1.72K | 0.00% | −10−29.4% | Reduced |
| Umb Bank N A | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $3.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $4.16K | 0.00% | −59−50.4% | Reduced |
| First Manhattan Co | 60 | $4.31K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 74 | $5.31K | 0.00% | −12−14.0% | Reduced |
| Quent Capital, LLC | 77 | $5.54K | 0.00% | +22+40.0% | Added |
| GWM Advisors LLC | 79 | $5.67K | 0.00% | +79 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $5.74K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 98 | $6.00K | 0.00% | +62+172.2% | Added |
| Signaturefd, LLC | 86 | $6.17K | 0.00% | −5−5.5% | Reduced |
| American International Group, Inc. | 89 | $6.39K | 0.00% | −2−2.2% | Reduced |
| Allworth Financial LP | 99 | $7.11K | 0.00% | +57+135.7% | Added |
| Larson Financial Group LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $7.18K | 0.00% | +100 | New |
| National Bank of Canada | 112 | $7.96K | 0.00% | +16+16.7% | Added |
| Pinnacle Bancorp, Inc. | 121 | $8.69K | 0.00% | +14+13.1% | Added |
| CWM, LLC | 132 | $9.00K | 0.00% | −20−13.2% | Reduced |
| Loomis Sayles & Co L P | 145 | $10.0K | 0.00% | −13−8.2% | Reduced |
| Parallel Advisors, LLC | 193 | $13.9K | 0.00% | +28+17.0% | Added |
| MetLife Investment Management | 271 | $19.5K | 0.00% | −4−1.5% | Reduced |
| Deutsche Bank AG | 279 | $20.0K | 0.00% | −280−50.1% | Reduced |
| NBC Securities, Inc. | 308 | $22.0K | 0.00% | +308 | New |
| Vestcor Inc | 348 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 387 | $25.8K | 0.00% | +56+16.9% | Added |
| US Bancorp | 360 | $25.8K | 0.00% | +207+135.3% | Added |
| Rothschild Investment LLC | 390 | $28.0K | 0.00% | +390 | New |
| Denali Advisors LLC | 490 | $35.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $35.9K | 0.02% | +500 | New |
| Northwestern Mutual Wealth Management Co | 541 | $38.8K | 0.00% | −34−5.9% | Reduced |
| Covestor Ltd | 602 | $43.0K | 0.03% | −107−15.1% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $46.7K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 757 | $55.3K | 0.00% | −44−5.5% | Reduced |
| Tower Research Capital LLC (TRC) | 959 | $68.9K | 0.00% | +252+35.6% | Added |
| Public Employees Retirement Association of Colorado | 970 | $70.0K | 0.00% | −248−20.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 998 | $71.7K | 0.00% | +344+52.6% | Added |
| California State Teachers Retirement System | 1,280 | $91.9K | 0.00% | −436−25.4% | Reduced |
| Amalgamated Bank | 1,443 | $104.0K | 0.00% | −1,177−44.9% | Reduced |
| Third Avenue Management LLC | 1,456 | $104.5K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 1,486 | $106.7K | 0.00% | +98+7.1% | Added |
| Great West Life Assurance Co | 1,531 | $109.0K | 0.00% | −460−23.1% | Reduced |
| Lazard Asset Management LLC | 1,697 | $121.0K | 0.00% | +127+8.1% | Added |
| SG Americas Securities, LLC | 1,723 | $124.0K | 0.00% | −1,058−38.0% | Reduced |
| Systematic Financial Management LP | 1,969 | $141.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,040 | $146.5K | 0.03% | −100−4.7% | Reduced |
| Skylands Capital, LLC | 2,345 | $168.4K | 0.02% | −100−4.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,438 | $175.0K | 0.00% | −1,165−32.3% | Reduced |
| RBF Capital, LLC | 2,800 | $201.0K | 0.01% | +2,800 | New |
| Institute for Wealth Management, LLC. | 2,802 | $201.2K | 0.03% | +2,802 | New |
| Raymond James & Associates | 2,805 | $201.4K | 0.00% | +2,805 | New |
| SEI Investments Co | 2,814 | $202.0K | 0.00% | +2,814 | New |
| Advisor Group Holdings, Inc. | 2,913 | $209.1K | 0.00% | −1,030−26.1% | Reduced |
| Balboa Wealth Partners | 2,985 | $214.3K | 0.07% | +2,985 | New |
| Swedbank AB | 3,001 | $215.5K | 0.00% | −89−2.9% | Reduced |
| Motley Fool Asset Management LLC | 3,074 | $220.7K | 0.02% | +3,074 | New |
| Price T Rowe Associates Inc | 3,143 | $226.0K | 0.00% | +3,143 | New |
| Robotti Robert | 3,200 | $229.8K | 0.03% | −2,000−38.5% | Reduced |
| Storebrand Asset Management AS | 3,205 | $230.1K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,228 | $231.8K | 0.00% | +89+2.8% | Added |
| UBS Group AG | 3,286 | $235.9K | 0.00% | −478−12.7% | Reduced |
| Lodestone Wealth Management LLC | 3,378 | $242.5K | 0.14% | −864−20.4% | Reduced |
| Treasurer of the State of North Carolina | 3,416 | $245.0K | 0.00% | +3,416 | New |
| Mercer Global Advisors Inc | 3,501 | $251.0K | 0.00% | +3,501 | New |
| Allspring Global Investments Holdings, LLC | 3,740 | $268.5K | 0.00% | −10,511−73.8% | Reduced |
| Quadcap Wealth Management, LLC | 3,796 | $272.6K | 0.07% | +3,796 | New |
| Lakewood Asset Management LLC | 3,848 | $276.3K | 0.21% | −466−10.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 3,905 | $280.4K | 0.00% | −32−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,917 | $281.0K | 0.00% | +131+3.5% | Added |
| Corton Capital Inc. | 4,033 | $289.6K | 0.09% | +4,033 | New |
| K2 Principal Fund, L.P. | 4,093 | $293.9K | 0.07% | −4,487−52.3% | Reduced |
| RK Asset Management, LLC | 4,188 | $301.0K | 0.25% | −1,501−26.4% | Reduced |