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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 3,796 | $272.6K | 0.07% | +3,796 | New |
| Allspring Global Investments Holdings, LLC | 3,740 | $268.5K | 0.00% | −10,511−73.8% | Reduced |
| Mercer Global Advisors Inc | 3,501 | $251.0K | 0.00% | +3,501 | New |
| Treasurer of the State of North Carolina | 3,416 | $245.0K | 0.00% | +3,416 | New |
| Lodestone Wealth Management LLC | 3,378 | $242.5K | 0.14% | −864−20.4% | Reduced |
| UBS Group AG | 3,286 | $235.9K | 0.00% | −478−12.7% | Reduced |
| Public Employees Retirement System of Ohio | 3,228 | $231.8K | 0.00% | +89+2.8% | Added |
| Storebrand Asset Management AS | 3,205 | $230.1K | 0.00% | 00.0% | Unchanged |
| Robotti Robert | 3,200 | $229.8K | 0.03% | −2,000−38.5% | Reduced |
| Price T Rowe Associates Inc | 3,143 | $226.0K | 0.00% | +3,143 | New |
| Motley Fool Asset Management LLC | 3,074 | $220.7K | 0.02% | +3,074 | New |
| Swedbank AB | 3,001 | $215.5K | 0.00% | −89−2.9% | Reduced |
| Balboa Wealth Partners | 2,985 | $214.3K | 0.07% | +2,985 | New |
| Advisor Group Holdings, Inc. | 2,913 | $209.1K | 0.00% | −1,030−26.1% | Reduced |
| SEI Investments Co | 2,814 | $202.0K | 0.00% | +2,814 | New |
| Raymond James & Associates | 2,805 | $201.4K | 0.00% | +2,805 | New |
| Institute for Wealth Management, LLC. | 2,802 | $201.2K | 0.03% | +2,802 | New |
| RBF Capital, LLC | 2,800 | $201.0K | 0.01% | +2,800 | New |
| Harel Insurance Investments & Financial Services Ltd. | 2,438 | $175.0K | 0.00% | −1,165−32.3% | Reduced |
| Skylands Capital, LLC | 2,345 | $168.4K | 0.02% | −100−4.1% | Reduced |
| Colonial Trust Co | 2,040 | $146.5K | 0.03% | −100−4.7% | Reduced |
| Systematic Financial Management LP | 1,969 | $141.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,723 | $124.0K | 0.00% | −1,058−38.0% | Reduced |
| Lazard Asset Management LLC | 1,697 | $121.0K | 0.00% | +127+8.1% | Added |
| Great West Life Assurance Co | 1,531 | $109.0K | 0.00% | −460−23.1% | Reduced |
| Comerica Bank | 1,486 | $106.7K | 0.00% | +98+7.1% | Added |
| Third Avenue Management LLC | 1,456 | $104.5K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,443 | $104.0K | 0.00% | −1,177−44.9% | Reduced |
| California State Teachers Retirement System | 1,280 | $91.9K | 0.00% | −436−25.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 998 | $71.7K | 0.00% | +344+52.6% | Added |
| Public Employees Retirement Association of Colorado | 970 | $70.0K | 0.00% | −248−20.4% | Reduced |
| Tower Research Capital LLC (TRC) | 959 | $68.9K | 0.00% | +252+35.6% | Added |
| Bank of Montreal | 757 | $55.3K | 0.00% | −44−5.5% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $46.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 602 | $43.0K | 0.03% | −107−15.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 541 | $38.8K | 0.00% | −34−5.9% | Reduced |
| Clearstead Advisors, LLC | 500 | $35.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $35.9K | 0.02% | +500 | New |
| Denali Advisors LLC | 490 | $35.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 390 | $28.0K | 0.00% | +390 | New |
| US Bancorp | 360 | $25.8K | 0.00% | +207+135.3% | Added |
| Spire Wealth Management | 387 | $25.8K | 0.00% | +56+16.9% | Added |
| Vestcor Inc | 348 | $25.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 308 | $22.0K | 0.00% | +308 | New |
| Deutsche Bank AG | 279 | $20.0K | 0.00% | −280−50.1% | Reduced |
| MetLife Investment Management | 271 | $19.5K | 0.00% | −4−1.5% | Reduced |
| Parallel Advisors, LLC | 193 | $13.9K | 0.00% | +28+17.0% | Added |
| Loomis Sayles & Co L P | 145 | $10.0K | 0.00% | −13−8.2% | Reduced |
| CWM, LLC | 132 | $9.00K | 0.00% | −20−13.2% | Reduced |
| Pinnacle Bancorp, Inc. | 121 | $8.69K | 0.00% | +14+13.1% | Added |
| National Bank of Canada | 112 | $7.96K | 0.00% | +16+16.7% | Added |
| Larson Financial Group LLC | 100 | $7.18K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $7.18K | 0.00% | +100 | New |
| Allworth Financial LP | 99 | $7.11K | 0.00% | +57+135.7% | Added |
| American International Group, Inc. | 89 | $6.39K | 0.00% | −2−2.2% | Reduced |
| Signaturefd, LLC | 86 | $6.17K | 0.00% | −5−5.5% | Reduced |
| Ronald Blue Trust, Inc. | 98 | $6.00K | 0.00% | +62+172.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 80 | $5.74K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 79 | $5.67K | 0.00% | +79 | New |
| Quent Capital, LLC | 77 | $5.54K | 0.00% | +22+40.0% | Added |
| The PNC Financial Services Group, Inc. | 74 | $5.31K | 0.00% | −12−14.0% | Reduced |
| First Manhattan Co | 60 | $4.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $4.16K | 0.00% | −59−50.4% | Reduced |
| JJJ Advisors Inc. | 53 | $3.81K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.72K | 0.00% | −10−29.4% | Reduced |
| Lindbrook Capital, LLC | 23 | $1.65K | 0.00% | −13−36.1% | 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 |
| Quadrant Capital Group LLC | 18 | $1.29K | 0.00% | −47−72.3% | Reduced |
| GAMMA Investing LLC | 19 | $1.26K | 0.00% | +19 | New |
| ICA Group Wealth Management, LLC | 16 | $1.15K | 0.00% | +16 | New |
| Ci Investments Inc. | 13 | $1.00K | 0.00% | +2+18.2% | Added |
| 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 |
| Crewe Advisors LLC | 9 | $647 | 0.00% | +9 | New |
| Glassman Wealth Services | 9 | $646 | 0.00% | −13−59.1% | Reduced |
| Zions Bancorporation, N.A. | 9 | $646 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $575 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $546 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 6 | $431 | 0.00% | −1−14.3% | Reduced |
| Amundi | 6 | $404 | 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 |
| Red Tortoise LLC | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 2 | $144 | 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 |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |