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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 4,136 | $279.3K | 0.01% | −3,440−45.4% | Reduced |
| Lodestone Wealth Management LLC | 4,259 | $287.7K | 0.15% | +881+26.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,381 | $296.0K | 0.00% | +464+11.8% | Added |
| Allspring Global Investments Holdings, LLC | 4,386 | $296.2K | 0.00% | +646+17.3% | Added |
| Verition Fund Management LLC | 4,503 | $304.1K | 0.00% | +4,503 | New |
| Goldman Sachs Group Inc | 4,614 | $311.6K | 0.00% | +113+2.5% | Added |
| Mraz, Amerine & Associates, Inc. | 4,715 | $318.5K | 0.06% | −707−13.0% | Reduced |
| First Hawaiian Bank | 4,767 | $322.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 4,866 | $328.7K | 0.00% | +562+13.1% | Added |
| Cannon Global Investment Management, LLC | 4,900 | $330.9K | 0.89% | +4,900 | New |
| National Asset Management, Inc. | 6,132 | $334.6K | 0.01% | +59+1.0% | Added |
| Raymond James & Associates | 5,112 | $345.3K | 0.00% | +2,307+82.2% | Added |
| Clearbridge Investments, LLC | 5,300 | $358.0K | 0.00% | +5,300 | New |
| Intellectus Partners, LLC | 5,673 | $383.2K | 0.10% | −23−0.4% | Reduced |
| Barclays PLC | 5,848 | $395.0K | 0.00% | −86−1.4% | Reduced |
| Ingalls & Snyder LLC | 5,918 | $400.0K | 0.02% | −367−5.8% | Reduced |
| Oppenheimer & Close, LLC | 6,215 | $419.8K | 0.36% | −30−0.5% | Reduced |
| UBS Group AG | 6,281 | $424.2K | 0.00% | +2,995+91.1% | Added |
| Versor Investments LP | 6,582 | $444.5K | 0.09% | +647+10.9% | Added |
| Commonwealth Equity Services, LLC | 7,037 | $475.0K | 0.00% | +94+1.4% | Added |
| Knightsbridge Asset Management, LLC | 6,670 | $478.9K | 0.14% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $488.0K | 0.18% | −50−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 8,233 | $491.1K | 0.00% | −1,010−10.9% | Reduced |
| HRT Financial LP | 7,751 | $523.0K | 0.00% | +1,235+19.0% | Added |
| K2 Principal Fund, L.P. | 8,161 | $551.2K | 0.13% | +4,068+99.4% | Added |
| Highlander Capital Management, LLC | 8,570 | $578.8K | 0.20% | 00.0% | Unchanged |
| Rhumbline Advisers | 8,634 | $583.1K | 0.00% | −1,481−14.6% | Reduced |
| HighTower Advisors, LLC | 8,923 | $596.0K | 0.00% | +563+6.7% | Added |
| Diversified Investment Strategies, LLC | 8,869 | $599.0K | 0.40% | −85−0.9% | Reduced |
| Boothbay Fund Management, LLC | 9,142 | $617.5K | 0.02% | +9,142 | New |
| JPMorgan Chase & Co | 9,301 | $628.2K | 0.00% | −620−6.2% | Reduced |
| Brandywine Global Investment Management, LLC | 9,629 | $650.3K | 0.00% | −100−1.0% | Reduced |
| Redmont Wealth Advisors LLC | 9,880 | $667.3K | 0.92% | +685+7.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 10,097 | $682.0K | 0.20% | +1,095+12.2% | Added |
| Royal Bank of Canada | 10,569 | $714.0K | 0.00% | −48−0.5% | Reduced |
| Wells Fargo & Company | 10,666 | $720.4K | 0.00% | +393+3.8% | Added |
| STRS Ohio | 10,943 | $739.0K | 0.00% | −20−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,139 | $752.4K | 0.01% | +6,342+132.2% | Added |
| New York State Common Retirement Fund | 11,300 | $763.2K | 0.00% | −1,600−12.4% | Reduced |
| BNP Paribas Arbitrage, SA | 11,893 | $803.3K | 0.00% | −2,034−14.6% | Reduced |
| Voya Investment Management LLC | 11,911 | $804.5K | 0.00% | −286−2.3% | Reduced |
| Jane Street Group, LLC | 11,963 | $808.0K | 0.00% | −55−0.5% | Reduced |
| We Are One Seven, LLC | 12,025 | $812.2K | 0.04% | −4,393−26.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,072 | $815.3K | 0.01% | −11,017−47.7% | Reduced |
| Prudential Financial Inc | 12,087 | $816.4K | 0.00% | +240+2.0% | Added |
| Financial Counselors Inc | 12,160 | $821.3K | 0.01% | −150−1.2% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $858.7K | 0.27% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,716 | $858.8K | 0.00% | −19,431−60.4% | Reduced |
| American Century Companies Inc | 12,731 | $859.9K | 0.00% | +336+2.7% | Added |
| Bank of America Corp | 13,365 | $902.7K | 0.00% | −1,880−12.3% | Reduced |
| Ameriprise Financial Inc | 13,594 | $918.2K | 0.00% | +140+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 13,842 | $934.9K | 0.08% | +2,896+26.5% | Added |
| UBS Asset Management Americas Inc | 13,856 | $935.8K | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 14,053 | $949.2K | 0.05% | −1,031−6.8% | Reduced |
| Barnett & Company, Inc. | 14,110 | $953.0K | 0.65% | −400−2.8% | Reduced |
| Citigroup Inc | 14,152 | $955.8K | 0.00% | +2,717+23.8% | Added |
| Winmill & Co. Inc | 15,300 | $1.03M | 0.29% | −630−4.0% | Reduced |
| Susquehanna International Group, LLP | 15,737 | $1.06M | 0.00% | +598+4.0% | Added |
| McDonald Partners LLC | 16,125 | $1.09M | 0.30% | −200−1.2% | Reduced |
| Renaissance Technologies LLC | 17,166 | $1.16M | 0.00% | +17,166 | New |
| Bank of New York Mellon Corp | 19,655 | $1.33M | 0.00% | −27,331−58.2% | Reduced |
| Citadel Advisors LLC | 20,708 | $1.40M | 0.00% | −19,111−48.0% | Reduced |
| Proficio Capital Partners LLC | 21,327 | $1.44M | 0.16% | +6,435+43.2% | Added |
| Nuveen Asset Management, LLC | 21,696 | $1.47M | 0.00% | −5,576−20.4% | Reduced |
| Maven Securities LTD | 23,200 | $1.57M | 0.09% | +23,200 | New |
| Vision Capital Management, Inc. | 24,902 | $1.68M | 0.25% | −75−0.3% | Reduced |
| Two Sigma Advisers, LP | 30,500 | $2.06M | 0.00% | +1,800+6.3% | Added |
| Invesco Ltd. | 31,867 | $2.15M | 0.00% | +26,540+498.2% | Added |
| Northern Trust Corp | 32,301 | $2.18M | 0.00% | −4,170−11.4% | Reduced |
| Gsa Capital Partners LLP | 33,545 | $2.27M | 0.18% | −1,228−3.5% | Reduced |
| Russell Investments Group, Ltd. | 35,118 | $2.37M | 0.00% | −2,100−5.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 45,800 | $3.09M | 0.04% | +13,800+43.1% | Added |
| Two Sigma Investments, LP | 47,362 | $3.20M | 0.01% | −1,340−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 51,397 | $3.47M | 0.00% | +973+1.9% | Added |
| Voloridge Investment Management, LLC | 53,907 | $3.64M | 0.01% | +4,181+8.4% | Added |
| Applied Fundamental Research, LLC | 54,279 | $3.67M | 2.71% | −1,257−2.3% | Reduced |
| Bruce & Co., Inc. | 70,805 | $4.78M | 1.59% | 00.0% | Unchanged |
| Wellington Management Group LLP | 85,868 | $5.80M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 85,965 | $5.81M | 0.00% | +11,838+16.0% | Added |
| Marshall Wace, LLP | 93,800 | $6.34M | 0.01% | −14,006−13.0% | Reduced |
| AQR Capital Management LLC | 98,154 | $6.54M | 0.01% | −3,092−3.1% | Reduced |
| Old West Investment Management, LLC | 103,053 | $6.96M | 3.52% | +50,758+97.1% | Added |
| Parkwood LLC | 106,400 | $7.19M | 0.76% | +21,990+26.1% | Added |
| Jacobs Levy Equity Management, Inc | 113,541 | $7.67M | 0.03% | −9,600−7.8% | Reduced |
| Morgan Stanley | 121,531 | $8.21M | 0.00% | +50,423+70.9% | Added |
| Artisan Partners Limited Partnership | 150,152 | $10.1M | 0.01% | −6,211−4.0% | Reduced |
| Geode Capital Management, LLC | 155,283 | $10.5M | 0.00% | +10,022+6.9% | Added |
| State Street Corp | 223,363 | $15.1M | 0.00% | +4,518+2.1% | Added |
| FMR LLC | 270,226 | $18.3M | 0.00% | +569+0.2% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 277,011 | $18.7M | 0.58% | −130,016−31.9% | Reduced |
| Norges Bank | 327,582 | $22.1M | 0.00% | +53,420+19.5% | Added |
| Dimensional Fund Advisors LP | 355,274 | $24.0M | 0.01% | −28,832−7.5% | Reduced |
| BlackRock Inc. | 413,836 | $28.0M | 0.00% | +22,143+5.7% | Added |
| Southpoint Capital Advisors LP | 430,000 | $29.0M | 0.57% | +280,000+186.7% | Added |
| Yacktman Asset Management LP | 471,883 | $31.9M | 0.29% | −76,537−14.0% | Reduced |
| Smead Capital Management, Inc. | 547,554 | $37.0M | 0.58% | +12,962+2.4% | Added |
| Scharf Investments, LLC | 668,818 | $45.2M | 1.22% | +11,445+1.7% | Added |
| Vanguard Group Inc | 858,711 | $58.0M | 0.00% | −18,206−2.1% | Reduced |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −36,462−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |