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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 4,237 | $304.2K | 0.00% | +154+3.8% | Added |
| LPL Financial LLC | 4,304 | $309.1K | 0.00% | −4,769−52.6% | Reduced |
| Legal & General Group Plc | 4,411 | $316.7K | 0.00% | −155−3.4% | Reduced |
| Goldman Sachs Group Inc | 4,501 | $323.2K | 0.00% | −6,656−59.7% | Reduced |
| First Hawaiian Bank | 4,767 | $342.3K | 0.01% | +85+1.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,797 | $345.9K | 0.00% | +756+18.7% | Added |
| XTX Topco Ltd | 5,149 | $369.7K | 0.08% | −6,507−55.8% | Reduced |
| Invesco Ltd. | 5,327 | $382.5K | 0.00% | −21,233−79.9% | Reduced |
| Mraz, Amerine & Associates, Inc. | 5,422 | $389.3K | 0.08% | −1,106−16.9% | Reduced |
| Intellectus Partners, LLC | 5,696 | $409.0K | 0.12% | +910+19.0% | Added |
| Barclays PLC | 5,934 | $426.1K | 0.00% | +3,708+166.6% | Added |
| Versor Investments LP | 5,935 | $426.1K | 0.09% | −4,110−40.9% | Reduced |
| National Asset Management, Inc. | 6,073 | $436.0K | 0.01% | −59−1.0% | Reduced |
| Oppenheimer & Close, LLC | 6,245 | $448.4K | 0.41% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 6,285 | $451.0K | 0.02% | −52−0.8% | Reduced |
| HRT Financial LP | 6,516 | $467.0K | 0.00% | −8,799−57.5% | Reduced |
| Knightsbridge Asset Management, LLC | 6,670 | $478.9K | 0.14% | −262−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 6,943 | $499.0K | 0.00% | +6,943 | New |
| Norman Fields, Gottscho Capital Management, LLC | 7,278 | $523.0K | 0.21% | +190+2.7% | Added |
| PEAK6 Investments LLC | 7,576 | $544.0K | 0.02% | +7,576 | New |
| AE Wealth Management LLC | 8,951 | $599.9K | 0.00% | +143+1.6% | Added |
| HighTower Advisors, LLC | 8,360 | $603.0K | 0.00% | +1,845+28.3% | Added |
| Highlander Capital Management, LLC | 8,570 | $615.3K | 0.22% | −50−0.6% | Reduced |
| Diversified Investment Strategies, LLC | 8,954 | $642.9K | 0.47% | −375−4.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,002 | $646.3K | 0.24% | +581+6.9% | Added |
| Redmont Wealth Advisors LLC | 9,195 | $660.2K | 0.96% | +1,044+12.8% | Added |
| State Board of Administration of Florida Retirement System | 9,243 | $663.6K | 0.00% | +97+1.1% | Added |
| Brandywine Global Investment Management, LLC | 9,729 | $698.5K | 0.01% | −304−3.0% | Reduced |
| JPMorgan Chase & Co | 9,921 | $712.3K | 0.00% | −2,375−19.3% | Reduced |
| Rhumbline Advisers | 10,115 | $726.2K | 0.00% | −355−3.4% | Reduced |
| Wells Fargo & Company | 10,273 | $737.6K | 0.00% | −129−1.2% | Reduced |
| Millennium Management LLC | 10,436 | $749.3K | 0.00% | −300,025−96.6% | Reduced |
| Royal Bank of Canada | 10,617 | $763.0K | 0.00% | −929−8.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,946 | $785.9K | 0.07% | +4,000+57.6% | Added |
| STRS Ohio | 10,963 | $787.0K | 0.00% | −559−4.9% | Reduced |
| Citigroup Inc | 11,435 | $821.0K | 0.00% | +8,340+269.5% | Added |
| Prudential Financial Inc | 11,847 | $850.6K | 0.00% | +1,548+15.0% | Added |
| Jane Street Group, LLC | 12,018 | $862.9K | 0.00% | −3,247−21.3% | Reduced |
| Voya Investment Management LLC | 12,197 | $875.7K | 0.00% | −14,123−53.7% | Reduced |
| Financial Counselors Inc | 12,310 | $883.9K | 0.02% | −440−3.5% | Reduced |
| American Century Companies Inc | 12,395 | $890.0K | 0.00% | +287+2.4% | Added |
| Kerrisdale Advisers, LLC | 12,714 | $912.9K | 0.27% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,900 | $926.2K | 0.00% | −2,046−13.7% | Reduced |
| Ameriprise Financial Inc | 13,454 | $966.0K | 0.00% | +3,610+36.7% | Added |
| UBS Asset Management Americas Inc | 13,856 | $994.9K | 0.00% | −2,414−14.8% | Reduced |
| BNP Paribas Arbitrage, SA | 13,927 | $1.00M | 0.00% | −1,564−10.1% | Reduced |
| Barnett & Company, Inc. | 14,510 | $1.04M | 0.78% | +700+5.1% | Added |
| Proficio Capital Partners LLC | 14,892 | $1.07M | 0.13% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 15,084 | $1.08M | 0.06% | −296−1.9% | Reduced |
| Susquehanna International Group, LLP | 15,139 | $1.09M | 0.00% | −11,303−42.7% | Reduced |
| Occudo Quantitative Strategies LP | 15,207 | $1.09M | 0.15% | −2,397−13.6% | Reduced |
| Bank of America Corp | 15,245 | $1.09M | 0.00% | +7,219+89.9% | Added |
| EverSource Wealth Advisors, LLC | 15,309 | $1.10M | 0.10% | −26,309−63.2% | Reduced |
| Winmill & Co. Inc | 15,930 | $1.14M | 0.37% | 00.0% | Unchanged |
| McDonald Partners LLC | 16,325 | $1.17M | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,418 | $1.18M | 0.07% | +3,336+25.5% | Added |
| Schonfeld Strategic Advisors LLC | 23,089 | $1.66M | 0.01% | +23,089 | New |
| Vision Capital Management, Inc. | 24,977 | $1.79M | 0.28% | +36+0.1% | Added |
| Nuveen Asset Management, LLC | 27,272 | $1.96M | 0.00% | +161+0.6% | Added |
| Two Sigma Advisers, LP | 28,700 | $2.06M | 0.00% | +28,700 | New |
| ArrowMark Colorado Holdings LLC | 32,000 | $2.30M | 0.03% | −19,000−37.3% | Reduced |
| D. E. Shaw & Co., Inc. | 32,147 | $2.31M | 0.00% | +1,072+3.4% | Added |
| Gsa Capital Partners LLP | 34,773 | $2.50M | 0.21% | +3,246+10.3% | Added |
| CIBC World Markets Inc. | 36,462 | $2.62M | 0.01% | −507−1.4% | Reduced |
| Northern Trust Corp | 36,471 | $2.62M | 0.00% | +3,623+11.0% | Added |
| Russell Investments Group, Ltd. | 37,218 | $2.67M | 0.00% | +6,260+20.2% | Added |
| Citadel Advisors LLC | 39,819 | $2.86M | 0.00% | +39,819 | New |
| Bank of New York Mellon Corp | 46,986 | $3.37M | 0.00% | −3,876−7.6% | Reduced |
| Two Sigma Investments, LP | 48,702 | $3.50M | 0.01% | +39,002+402.1% | Added |
| Voloridge Investment Management, LLC | 49,726 | $3.57M | 0.01% | −30,395−37.9% | Reduced |
| Charles Schwab Investment Management Inc | 50,424 | $3.62M | 0.00% | +1,742+3.6% | Added |
| Old West Investment Management, LLC | 52,295 | $3.75M | 1.93% | −123,940−70.3% | Reduced |
| Applied Fundamental Research, LLC | 55,536 | $3.99M | 2.88% | −1,000−1.8% | Reduced |
| Bruce & Co., Inc. | 70,805 | $5.08M | 1.77% | 00.0% | Unchanged |
| Morgan Stanley | 71,108 | $5.11M | 0.00% | −1,961−2.7% | Reduced |
| Envestnet Asset Management Inc | 74,127 | $5.32M | 0.00% | +4,358+6.2% | Added |
| Parkwood LLC | 84,410 | $6.06M | 0.97% | +84,410 | New |
| Wellington Management Group LLP | 85,868 | $6.17M | 0.00% | −2,013−2.3% | Reduced |
| AQR Capital Management LLC | 101,246 | $7.27M | 0.01% | −3,783−3.6% | Reduced |
| Marshall Wace, LLP | 107,806 | $7.74M | 0.01% | −28,100−20.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 123,141 | $8.84M | 0.04% | +61,033+98.3% | Added |
| Geode Capital Management, LLC | 145,261 | $10.4M | 0.00% | −8,819−5.7% | Reduced |
| Southpoint Capital Advisors LP | 150,000 | $10.8M | 0.23% | +150,000 | New |
| Artisan Partners Limited Partnership | 156,363 | $11.2M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 218,845 | $15.7M | 0.00% | +12,369+6.0% | Added |
| FMR LLC | 269,657 | $19.4M | 0.00% | −2,767−1.0% | Reduced |
| Norges Bank | 274,162 | $19.7M | 0.00% | +118,553+76.2% | Added |
| Dimensional Fund Advisors LP | 384,106 | $27.6M | 0.01% | −6,477−1.7% | Reduced |
| BlackRock Inc. | 391,693 | $28.1M | 0.00% | −4,268−1.1% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 407,027 | $29.2M | 0.91% | 00.0% | Unchanged |
| Smead Capital Management, Inc. | 534,592 | $38.4M | 0.69% | +4,680+0.9% | Added |
| Yacktman Asset Management LP | 548,420 | $39.4M | 0.37% | −125,357−18.6% | Reduced |
| Scharf Investments, LLC | 657,373 | $47.2M | 1.29% | +82,104+14.3% | Added |
| Vanguard Group Inc | 876,917 | $63.0M | 0.00% | +25,649+3.0% | Added |
| First Trust Advisors LP | 0 | $0 | 0.00% | −299,221−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −19,425−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −15,924−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,870−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,417−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |