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