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, Q1 2024
Institutional positions in U-Haul Holding Co as of Mar 31, 2024. 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
- 198
- +4 vs. Q4 2023
- Shares held
- 7.24M
- +187.5K (+2.7%) vs. Q4 2023
- Total value
- $488.9M
- −$17.6M (−3.5%) vs. Q4 2023
- New holders
- 26
- 56 more added
- Sold out
- 22
- 71 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 858,711 | $58.0M | 0.00% | −18,206−2.1% | Reduced |
| Scharf Investments, LLC | 668,818 | $45.2M | 1.22% | +11,445+1.7% | Added |
| Smead Capital Management, Inc. | 547,554 | $37.0M | 0.58% | +12,962+2.4% | Added |
| Yacktman Asset Management LP | 471,883 | $31.9M | 0.29% | −76,537−14.0% | Reduced |
| Southpoint Capital Advisors LP | 430,000 | $29.0M | 0.57% | +280,000+186.7% | Added |
| BlackRock Inc. | 413,836 | $28.0M | 0.00% | +22,143+5.7% | Added |
| Dimensional Fund Advisors LP | 355,274 | $24.0M | 0.01% | −28,832−7.5% | Reduced |
| Norges Bank | 327,582 | $22.1M | 0.00% | +53,420+19.5% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 277,011 | $18.7M | 0.58% | −130,016−31.9% | Reduced |
| FMR LLC | 270,226 | $18.3M | 0.00% | +569+0.2% | Added |
| State Street Corp | 223,363 | $15.1M | 0.00% | +4,518+2.1% | Added |
| Geode Capital Management, LLC | 155,283 | $10.5M | 0.00% | +10,022+6.9% | Added |
| Artisan Partners Limited Partnership | 150,152 | $10.1M | 0.01% | −6,211−4.0% | Reduced |
| Morgan Stanley | 121,531 | $8.21M | 0.00% | +50,423+70.9% | Added |
| Jacobs Levy Equity Management, Inc | 113,541 | $7.67M | 0.03% | −9,600−7.8% | Reduced |
| Parkwood LLC | 106,400 | $7.19M | 0.76% | +21,990+26.1% | Added |
| Old West Investment Management, LLC | 103,053 | $6.96M | 3.52% | +50,758+97.1% | Added |
| AQR Capital Management LLC | 98,154 | $6.54M | 0.01% | −3,092−3.1% | Reduced |
| Marshall Wace, LLP | 93,800 | $6.34M | 0.01% | −14,006−13.0% | Reduced |
| Envestnet Asset Management Inc | 85,965 | $5.81M | 0.00% | +11,838+16.0% | Added |
| Wellington Management Group LLP | 85,868 | $5.80M | 0.00% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 70,805 | $4.78M | 1.59% | 00.0% | Unchanged |
| Applied Fundamental Research, LLC | 54,279 | $3.67M | 2.71% | −1,257−2.3% | Reduced |
| Voloridge Investment Management, LLC | 53,907 | $3.64M | 0.01% | +4,181+8.4% | Added |
| Charles Schwab Investment Management Inc | 51,397 | $3.47M | 0.00% | +973+1.9% | Added |
| Two Sigma Investments, LP | 47,362 | $3.20M | 0.01% | −1,340−2.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 45,800 | $3.09M | 0.04% | +13,800+43.1% | Added |
| Russell Investments Group, Ltd. | 35,118 | $2.37M | 0.00% | −2,100−5.6% | Reduced |
| Gsa Capital Partners LLP | 33,545 | $2.27M | 0.18% | −1,228−3.5% | Reduced |
| Northern Trust Corp | 32,301 | $2.18M | 0.00% | −4,170−11.4% | Reduced |
| Invesco Ltd. | 31,867 | $2.15M | 0.00% | +26,540+498.2% | Added |
| Two Sigma Advisers, LP | 30,500 | $2.06M | 0.00% | +1,800+6.3% | Added |
| Vision Capital Management, Inc. | 24,902 | $1.68M | 0.25% | −75−0.3% | Reduced |
| Maven Securities LTD | 23,200 | $1.57M | 0.09% | +23,200 | New |
| Nuveen Asset Management, LLC | 21,696 | $1.47M | 0.00% | −5,576−20.4% | Reduced |
| Proficio Capital Partners LLC | 21,327 | $1.44M | 0.16% | +6,435+43.2% | Added |
| Citadel Advisors LLC | 20,708 | $1.40M | 0.00% | −19,111−48.0% | Reduced |
| Bank of New York Mellon Corp | 19,655 | $1.33M | 0.00% | −27,331−58.2% | Reduced |
| Renaissance Technologies LLC | 17,166 | $1.16M | 0.00% | +17,166 | New |
| McDonald Partners LLC | 16,125 | $1.09M | 0.30% | −200−1.2% | Reduced |
| Susquehanna International Group, LLP | 15,737 | $1.06M | 0.00% | +598+4.0% | Added |
| Winmill & Co. Inc | 15,300 | $1.03M | 0.29% | −630−4.0% | Reduced |
| Citigroup Inc | 14,152 | $955.8K | 0.00% | +2,717+23.8% | Added |
| Barnett & Company, Inc. | 14,110 | $953.0K | 0.65% | −400−2.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 14,053 | $949.2K | 0.05% | −1,031−6.8% | Reduced |
| UBS Asset Management Americas Inc | 13,856 | $935.8K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,842 | $934.9K | 0.08% | +2,896+26.5% | Added |
| Ameriprise Financial Inc | 13,594 | $918.2K | 0.00% | +140+1.0% | Added |
| Bank of America Corp | 13,365 | $902.7K | 0.00% | −1,880−12.3% | Reduced |
| American Century Companies Inc | 12,731 | $859.9K | 0.00% | +336+2.7% | Added |
| D. E. Shaw & Co., Inc. | 12,716 | $858.8K | 0.00% | −19,431−60.4% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $858.7K | 0.27% | 00.0% | Unchanged |
| Financial Counselors Inc | 12,160 | $821.3K | 0.01% | −150−1.2% | Reduced |
| Prudential Financial Inc | 12,087 | $816.4K | 0.00% | +240+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,072 | $815.3K | 0.01% | −11,017−47.7% | Reduced |
| We Are One Seven, LLC | 12,025 | $812.2K | 0.04% | −4,393−26.8% | Reduced |
| Jane Street Group, LLC | 11,963 | $808.0K | 0.00% | −55−0.5% | Reduced |
| Voya Investment Management LLC | 11,911 | $804.5K | 0.00% | −286−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 11,893 | $803.3K | 0.00% | −2,034−14.6% | Reduced |
| New York State Common Retirement Fund | 11,300 | $763.2K | 0.00% | −1,600−12.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,139 | $752.4K | 0.01% | +6,342+132.2% | Added |
| STRS Ohio | 10,943 | $739.0K | 0.00% | −20−0.2% | Reduced |
| Wells Fargo & Company | 10,666 | $720.4K | 0.00% | +393+3.8% | Added |
| Royal Bank of Canada | 10,569 | $714.0K | 0.00% | −48−0.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10,097 | $682.0K | 0.20% | +1,095+12.2% | Added |
| Redmont Wealth Advisors LLC | 9,880 | $667.3K | 0.92% | +685+7.4% | Added |
| Brandywine Global Investment Management, LLC | 9,629 | $650.3K | 0.00% | −100−1.0% | Reduced |
| JPMorgan Chase & Co | 9,301 | $628.2K | 0.00% | −620−6.2% | Reduced |
| Boothbay Fund Management, LLC | 9,142 | $617.5K | 0.02% | +9,142 | New |
| Diversified Investment Strategies, LLC | 8,869 | $599.0K | 0.40% | −85−0.9% | Reduced |
| HighTower Advisors, LLC | 8,923 | $596.0K | 0.00% | +563+6.7% | Added |
| Rhumbline Advisers | 8,634 | $583.1K | 0.00% | −1,481−14.6% | Reduced |
| Highlander Capital Management, LLC | 8,570 | $578.8K | 0.20% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 8,161 | $551.2K | 0.13% | +4,068+99.4% | Added |
| HRT Financial LP | 7,751 | $523.0K | 0.00% | +1,235+19.0% | Added |
| State Board of Administration of Florida Retirement System | 8,233 | $491.1K | 0.00% | −1,010−10.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $488.0K | 0.18% | −50−0.7% | Reduced |
| Knightsbridge Asset Management, LLC | 6,670 | $478.9K | 0.14% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,037 | $475.0K | 0.00% | +94+1.4% | Added |
| Versor Investments LP | 6,582 | $444.5K | 0.09% | +647+10.9% | Added |
| UBS Group AG | 6,281 | $424.2K | 0.00% | +2,995+91.1% | Added |
| Oppenheimer & Close, LLC | 6,215 | $419.8K | 0.36% | −30−0.5% | Reduced |
| Ingalls & Snyder LLC | 5,918 | $400.0K | 0.02% | −367−5.8% | Reduced |
| Barclays PLC | 5,848 | $395.0K | 0.00% | −86−1.4% | Reduced |
| Intellectus Partners, LLC | 5,673 | $383.2K | 0.10% | −23−0.4% | Reduced |
| Clearbridge Investments, LLC | 5,300 | $358.0K | 0.00% | +5,300 | New |
| Raymond James & Associates | 5,112 | $345.3K | 0.00% | +2,307+82.2% | Added |
| National Asset Management, Inc. | 6,132 | $334.6K | 0.01% | +59+1.0% | Added |
| Cannon Global Investment Management, LLC | 4,900 | $330.9K | 0.89% | +4,900 | New |
| LPL Financial LLC | 4,866 | $328.7K | 0.00% | +562+13.1% | Added |
| First Hawaiian Bank | 4,767 | $322.0K | 0.01% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 4,715 | $318.5K | 0.06% | −707−13.0% | Reduced |
| Goldman Sachs Group Inc | 4,614 | $311.6K | 0.00% | +113+2.5% | Added |
| Verition Fund Management LLC | 4,503 | $304.1K | 0.00% | +4,503 | New |
| Allspring Global Investments Holdings, LLC | 4,386 | $296.2K | 0.00% | +646+17.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,381 | $296.0K | 0.00% | +464+11.8% | Added |
| Lodestone Wealth Management LLC | 4,259 | $287.7K | 0.15% | +881+26.1% | Added |
| PEAK6 Investments LLC | 4,136 | $279.3K | 0.01% | −3,440−45.4% | Reduced |
| Occudo Quantitative Strategies LP | 4,135 | $279.3K | 0.05% | −11,072−72.8% | Reduced |
| RK Asset Management, LLC | 4,138 | $279.0K | 0.23% | −50−1.2% | Reduced |