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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2 | $135 | 0.00% | −10−83.3% | Reduced |
| Tfo-TDC, LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $135 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 2 | $136 | 0.00% | +1+100.0% | Added |
| Red Tortoise LLC | 3 | $203 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4 | $272 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $338 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| Amundi | 6 | $378 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $405 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 8 | $541 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $608 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $608 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $676 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $811 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $862 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19 | $1.28K | 0.00% | −79−80.6% | Reduced |
| Quest Partners LLC | 19 | $1.28K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 23 | $1.55K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.55K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 23 | $1.55K | 0.00% | −1−4.2% | Reduced |
| GAMMA Investing LLC | 25 | $1.69K | 0.00% | +6+31.6% | Added |
| Umb Bank N A | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 51 | $3.44K | 0.00% | +51 | New |
| JJJ Advisors Inc. | 53 | $3.58K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 60 | $4.05K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $4.86K | 0.00% | −7−8.9% | Reduced |
| Quent Capital, LLC | 77 | $5.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $5.67K | 0.00% | −2−2.3% | Reduced |
| American International Group, Inc. | 88 | $5.94K | 0.00% | −1−1.1% | Reduced |
| Vestcor Inc | 96 | $6.00K | 0.00% | −252−72.4% | Reduced |
| CoreCap Advisors, LLC | 90 | $6.08K | 0.00% | +90 | New |
| Allworth Financial LP | 99 | $6.69K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $6.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $6.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $7.16K | 0.00% | +100+1,666.7% | Added |
| National Bank of Canada | 112 | $7.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 121 | $8.17K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 131 | $8.85K | 0.00% | +131 | New |
| CWM, LLC | 139 | $9.00K | 0.00% | +7+5.3% | Added |
| Atlas Capital Advisors LLC | 157 | $10.6K | 0.00% | +157 | New |
| Parallel Advisors, LLC | 213 | $14.4K | 0.00% | +20+10.4% | Added |
| The PNC Financial Services Group, Inc. | 222 | $15.0K | 0.00% | +148+200.0% | Added |
| Simplex Trading, LLC | 267 | $18.0K | 0.00% | +267 | New |
| MetLife Investment Management | 271 | $18.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 310 | $21.0K | 0.01% | −292−48.5% | Reduced |
| NBC Securities, Inc. | 308 | $21.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 337 | $23.0K | 0.00% | −633−65.3% | Reduced |
| US Bancorp | 345 | $23.3K | 0.00% | −15−4.2% | Reduced |
| Rothschild Investment LLC | 390 | $26.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $27.0K | 0.00% | +400 | New |
| Denali Advisors LLC | 474 | $32.0K | 0.01% | −16−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 480 | $32.4K | 0.00% | −61−11.3% | Reduced |
| Game Plan Financial Advisors, LLC | 500 | $33.8K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 500 | $33.8K | 0.00% | +500 | New |
| Clearstead Advisors, LLC | 500 | $34.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 650 | $43.9K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 740 | $50.1K | 0.00% | −17−2.2% | Reduced |
| California State Teachers Retirement System | 792 | $53.5K | 0.00% | −488−38.1% | Reduced |
| Deutsche Bank AG | 853 | $57.6K | 0.00% | +574+205.7% | Added |
| O'Shaughnessy Asset Management, LLC | 999 | $67.5K | 0.00% | +1+0.1% | Added |
| Investors Research Corp | 1,000 | $67.5K | 0.02% | +1,000 | New |
| Colonial Trust Co | 1,040 | $70.2K | 0.01% | −1,000−49.0% | Reduced |
| Comerica Bank | 1,349 | $91.1K | 0.00% | −137−9.2% | Reduced |
| Third Avenue Management LLC | 1,456 | $98.3K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,706 | $115.0K | 0.00% | +263+18.2% | Added |
| Lazard Asset Management LLC | 1,773 | $119.0K | 0.00% | +76+4.5% | Added |
| Opal Wealth Advisors, LLC | 1,771 | $119.6K | 0.04% | +1,771 | New |
| Systematic Financial Management LP | 1,919 | $129.6K | 0.00% | −50−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 2,074 | $131.1K | 0.01% | −13,235−86.5% | Reduced |
| Legal & General Group Plc | 1,966 | $132.8K | 0.00% | −2,445−55.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,086 | $141.0K | 0.00% | −352−14.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,340 | $158.0K | 0.00% | +1,381+144.0% | Added |
| Skylands Capital, LLC | 2,345 | $158.4K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,690 | $181.7K | 0.02% | +2,690 | New |
| Advisor Group Holdings, Inc. | 2,738 | $184.9K | 0.00% | −175−6.0% | Reduced |
| Public Employees Retirement System of Ohio | 2,949 | $199.2K | 0.00% | −279−8.6% | Reduced |
| Motley Fool Asset Management LLC | 3,001 | $202.7K | 0.01% | −73−2.4% | Reduced |
| Caxton Associates LP | 3,045 | $205.7K | 0.01% | +3,045 | New |
| Robotti Robert | 3,200 | $216.1K | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,205 | $216.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 3,274 | $221.2K | 0.00% | +460+16.3% | Added |
| Dynamic Technology Lab Private Ltd | 3,320 | $224.0K | 0.02% | +3,320 | New |
| Treasurer of the State of North Carolina | 3,446 | $233.0K | 0.00% | +30+0.9% | Added |
| Quantinno Capital Management LP | 3,587 | $242.0K | 0.01% | +3,587 | New |
| HGI Capital Management, LLC | 3,686 | $249.0K | 0.27% | +3,686 | New |
| Altfest L J & Co Inc | 3,693 | $249.0K | 0.04% | +3,693 | New |
| XTX Topco Ltd | 3,794 | $256.2K | 0.03% | −1,355−26.3% | Reduced |
| Lakewood Asset Management LLC | 3,836 | $259.1K | 0.18% | −12−0.3% | Reduced |
| Point72 Asset Management, L.P. | 3,900 | $263.4K | 0.00% | +3,900 | New |
| Quadcap Wealth Management, LLC | 3,952 | $266.9K | 0.06% | +156+4.1% | Added |
| RK Asset Management, LLC | 4,138 | $279.0K | 0.23% | −50−1.2% | Reduced |
| Occudo Quantitative Strategies LP | 4,135 | $279.3K | 0.05% | −11,072−72.8% | Reduced |