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, Q2 2024
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- 186
- −11 vs. Q1 2024
- Shares held
- 7.13M
- −101.6K (−1.4%) vs. Q1 2024
- Total value
- $440.2M
- −$48.1M (−9.8%) vs. Q1 2024
- New holders
- 20
- 62 more added
- Sold out
- 31
- 62 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 865,174 | $53.4M | 0.00% | +6,463+0.8% | Added |
| Scharf Investments, LLC | 677,028 | $41.8M | 1.19% | +8,210+1.2% | Added |
| Smead Capital Management, Inc. | 547,402 | $33.8M | 0.53% | −1520.0% | Reduced |
| Southpoint Capital Advisors LP | 530,000 | $32.7M | 0.81% | +100,000+23.3% | Added |
| Yacktman Asset Management LP | 468,404 | $28.9M | 0.27% | −3,479−0.7% | Reduced |
| BlackRock Inc. | 416,540 | $25.7M | 0.00% | +2,704+0.7% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 389,700 | $24.1M | 0.59% | +389,700 | New |
| Dimensional Fund Advisors LP | 350,079 | $21.6M | 0.01% | −5,195−1.5% | Reduced |
| Norges Bank | 338,723 | $20.9M | 0.00% | +11,141+3.4% | Added |
| State Street Corp | 197,979 | $12.2M | 0.00% | −25,384−11.4% | Reduced |
| Geode Capital Management, LLC | 157,510 | $9.72M | 0.00% | +2,227+1.4% | Added |
| Morgan Stanley | 133,629 | $8.25M | 0.00% | +12,098+10.0% | Added |
| ArrowMark Colorado Holdings LLC | 120,800 | $7.46M | 0.09% | +75,000+163.8% | Added |
| Old West Investment Management, LLC | 112,804 | $6.96M | 3.07% | +9,751+9.5% | Added |
| Parkwood LLC | 108,407 | $6.69M | 0.84% | +2,007+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 107,562 | $6.64M | 0.03% | −5,979−5.3% | Reduced |
| AQR Capital Management LLC | 103,099 | $6.36M | 0.01% | +4,945+5.0% | Added |
| Envestnet Asset Management Inc | 88,793 | $5.48M | 0.00% | +2,828+3.3% | Added |
| Marshall Wace, LLP | 82,203 | $5.07M | 0.01% | −11,597−12.4% | Reduced |
| Voloridge Investment Management, LLC | 76,790 | $4.74M | 0.02% | +22,883+42.4% | Added |
| Bruce & Co., Inc. | 75,105 | $4.64M | 1.53% | +4,300+6.1% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 75,005 | $4.63M | 0.09% | −202,006−72.9% | Reduced |
| Wellington Management Group LLP | 69,653 | $4.30M | 0.00% | −16,215−18.9% | Reduced |
| Applied Fundamental Research, LLC | 61,300 | $3.78M | 2.78% | +7,021+12.9% | Added |
| Charles Schwab Investment Management Inc | 44,904 | $2.77M | 0.00% | −6,493−12.6% | Reduced |
| Two Sigma Investments, LP | 39,484 | $2.44M | 0.01% | −7,878−16.6% | Reduced |
| Northern Trust Corp | 33,129 | $2.05M | 0.00% | +828+2.6% | Added |
| Nuveen Asset Management, LLC | 28,530 | $1.76M | 0.00% | +6,834+31.5% | Added |
| Artisan Partners Limited Partnership | 27,500 | $1.70M | 0.00% | −122,652−81.7% | Reduced |
| Two Sigma Advisers, LP | 27,500 | $1.70M | 0.00% | −3,000−9.8% | Reduced |
| Invesco Ltd. | 25,909 | $1.60M | 0.00% | −5,958−18.7% | Reduced |
| Gsa Capital Partners LLP | 25,797 | $1.59M | 0.11% | −7,748−23.1% | Reduced |
| Vision Capital Management, Inc. | 24,666 | $1.52M | 0.23% | −236−0.9% | Reduced |
| Citadel Advisors LLC | 22,774 | $1.41M | 0.00% | +2,066+10.0% | Added |
| Bank of New York Mellon Corp | 22,348 | $1.38M | 0.00% | +2,693+13.7% | Added |
| Proficio Capital Partners LLC | 20,991 | $1.30M | 0.14% | −336−1.6% | Reduced |
| HRT Financial LP | 19,808 | $1.22M | 0.01% | +12,057+155.6% | Added |
| Citigroup Inc | 19,562 | $1.21M | 0.00% | +5,410+38.2% | Added |
| Russell Investments Group, Ltd. | 19,363 | $1.20M | 0.00% | −15,755−44.9% | Reduced |
| Renaissance Technologies LLC | 17,900 | $1.10M | 0.00% | +734+4.3% | Added |
| Robotti Robert | 17,100 | $1.06M | 0.17% | +13,900+434.4% | Added |
| Ameriprise Financial Inc | 16,549 | $1.02M | 0.00% | +2,955+21.7% | Added |
| McDonald Partners LLC | 16,125 | $995.4K | 0.27% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 14,050 | $867.3K | 0.62% | −60−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 13,948 | $861.0K | 0.05% | −105−0.7% | Reduced |
| UBS Asset Management Americas Inc | 13,856 | $855.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 13,423 | $828.6K | 0.00% | +2,480+22.7% | Added |
| American Century Companies Inc | 12,928 | $798.0K | 0.00% | +197+1.5% | Added |
| Susquehanna International Group, LLP | 12,768 | $788.2K | 0.00% | −2,969−18.9% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $784.8K | 0.25% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,487 | $770.8K | 0.00% | +400+3.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 12,459 | $769.1K | 0.22% | +2,362+23.4% | Added |
| We Are One Seven, LLC | 11,600 | $716.1K | 0.03% | −425−3.5% | Reduced |
| New York State Common Retirement Fund | 11,366 | $701.6K | 0.00% | +66+0.6% | Added |
| Royal Bank of Canada | 11,111 | $685.0K | 0.00% | +542+5.1% | Added |
| Versor Investments LP | 10,988 | $678.3K | 0.13% | +4,406+66.9% | Added |
| Wells Fargo & Company | 10,964 | $676.8K | 0.00% | +298+2.8% | Added |
| Jane Street Group, LLC | 10,627 | $656.0K | 0.00% | −1,336−11.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,618 | $655.4K | 0.06% | −3,224−23.3% | Reduced |
| Atria Investments LLC | 10,165 | $627.5K | 0.01% | +10,165 | New |
| Brandywine Global Investment Management, LLC | 9,720 | $600.0K | 0.00% | +91+0.9% | Added |
| Goldman Sachs Group Inc | 9,596 | $592.4K | 0.00% | +4,982+108.0% | Added |
| Blair William & Co | 9,538 | $588.8K | 0.00% | +9,538 | New |
| JPMorgan Chase & Co | 9,527 | $588.1K | 0.00% | +226+2.4% | Added |
| State Board of Administration of Florida Retirement System | 9,163 | $565.6K | 0.00% | +930+11.3% | Added |
| D. E. Shaw & Co., Inc. | 9,003 | $555.8K | 0.00% | −3,713−29.2% | Reduced |
| Diversified Investment Strategies, LLC | 8,559 | $528.3K | 0.37% | −310−3.5% | Reduced |
| Rhumbline Advisers | 8,530 | $526.5K | 0.00% | −104−1.2% | Reduced |
| HighTower Advisors, LLC | 8,361 | $516.0K | 0.00% | −562−6.3% | Reduced |
| Raymond James & Associates | 8,348 | $515.3K | 0.00% | +3,236+63.3% | Added |
| CI Private Wealth, LLC | 8,177 | $500.1K | 0.00% | +8,177 | New |
| Sanctuary Advisors, LLC | 7,660 | $497.3K | 0.00% | +7,660 | New |
| Redmont Wealth Advisors LLC | 7,759 | $479.0K | 0.75% | −2,121−21.5% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $435.0K | 0.15% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 6,565 | $405.3K | 0.10% | −105−1.6% | Reduced |
| Commonwealth Equity Services, LLC | 6,412 | $396.0K | 0.00% | −625−8.9% | Reduced |
| Oppenheimer & Close, LLC | 6,215 | $383.7K | 0.34% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,969 | $369.0K | 0.00% | +5,969 | New |
| Ingalls & Snyder LLC | 5,911 | $365.0K | 0.02% | −7−0.1% | Reduced |
| Quantinno Capital Management LP | 5,720 | $353.1K | 0.01% | +2,133+59.5% | Added |
| Clearbridge Investments, LLC | 5,200 | $321.0K | 0.00% | −100−1.9% | Reduced |
| UBS Group AG | 5,109 | $315.4K | 0.00% | −1,172−18.7% | Reduced |
| CIBC World Markets Corp | 5,234 | $314.1K | 0.00% | +5,234 | New |
| Intellectus Partners, LLC | 5,065 | $312.7K | 0.09% | −608−10.7% | Reduced |
| First Hawaiian Bank | 4,767 | $294.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 4,684 | $289.2K | 0.00% | −182−3.7% | Reduced |
| Applied Finance Capital Management, LLC | 4,620 | $285.2K | 0.01% | +4,620 | New |
| Mraz, Amerine & Associates, Inc. | 4,457 | $275.1K | 0.06% | −258−5.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,404 | $271.9K | 0.00% | +18+0.4% | Added |
| Verition Fund Management LLC | 4,324 | $266.9K | 0.00% | −179−4.0% | Reduced |
| Lodestone Wealth Management LLC | 4,174 | $257.7K | 0.14% | −85−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,053 | $250.0K | 0.00% | −328−7.5% | Reduced |
| Diversified Trust Co | 4,025 | $248.5K | 0.01% | +4,025 | New |
| Quadcap Wealth Management, LLC | 3,952 | $244.0K | 0.04% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 3,800 | $234.6K | 0.16% | −36−0.9% | Reduced |
| Altfest L J & Co Inc | 3,706 | $229.0K | 0.03% | +13+0.4% | Added |
| SEI Investments Co | 3,650 | $225.3K | 0.00% | +376+11.5% | Added |
| Barclays PLC | 3,432 | $211.9K | 0.00% | −2,416−41.3% | Reduced |
| Belpointe Asset Management LLC | 3,391 | $209.3K | 0.01% | +3,391 | New |
| Treasurer of the State of North Carolina | 3,350 | $207.0K | 0.00% | −96−2.8% | Reduced |