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 |
|---|---|---|---|---|---|
| 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 | $62 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $62 | 0.00% | +1 | New |
| Red Tortoise LLC | 3 | $185 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $186 | 0.00% | +1+50.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $246 | 0.00% | +4 | New |
| Jones Financial Companies LLLP | 4 | $247 | 0.00% | +4 | New |
| CIBC Private Wealth Group, LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $248 | 0.00% | +4 | New |
| Zions Bancorporation, N.A. | 5 | $309 | 0.00% | −4−44.4% | Reduced |
| Farther Finance Advisors, LLC | 5 | $310 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $371 | 0.00% | +1+20.0% | Added |
| Amundi | 6 | $380 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $432 | 0.00% | −65−90.3% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $494 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $741 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $926 | 0.00% | +13+650.0% | Added |
| ICA Group Wealth Management, LLC | 16 | $988 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| Quadrant Capital Group LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $1.53K | 0.00% | +11+91.7% | Added |
| IFP Advisors, Inc | 27 | $1.67K | 0.00% | +25+1,250.0% | Added |
| Umb Bank N A | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $2.16K | 0.00% | +12+52.2% | Added |
| Spotlight Asset Group, Inc. | 51 | $3.15K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $3.27K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 64 | $3.95K | 0.00% | +39+156.0% | Added |
| Quent Capital, LLC | 77 | $4.76K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $5.18K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $6.17K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 100 | $6.17K | 0.00% | +100 | New |
| Corebridge Financial, Inc. | 100 | $6.17K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 103 | $6.36K | 0.00% | +103 | New |
| The PNC Financial Services Group, Inc. | 105 | $6.48K | 0.00% | −117−52.7% | Reduced |
| SJS Investment Consulting Inc. | 106 | $6.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $6.58K | 0.00% | +2+2.0% | Added |
| Pinnacle Bancorp, Inc. | 121 | $7.47K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 189 | $12.8K | 0.00% | +170+894.7% | Added |
| Parallel Advisors, LLC | 238 | $14.7K | 0.00% | +25+11.7% | Added |
| MetLife Investment Management | 292 | $18.0K | 0.00% | +21+7.7% | Added |
| CWM, LLC | 338 | $21.0K | 0.00% | +199+143.2% | Added |
| US Bancorp | 350 | $21.6K | 0.00% | +5+1.4% | Added |
| Rothschild Investment LLC | 390 | $24.1K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 406 | $25.0K | 0.00% | +139+52.1% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $27.8K | 0.00% | −30−6.3% | Reduced |
| NBC Securities, Inc. | 458 | $28.0K | 0.00% | +150+48.7% | Added |
| Spire Wealth Management | 458 | $28.3K | 0.00% | +458 | New |
| CBIZ Investment Advisory Services, LLC | 500 | $30.9K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 500 | $30.9K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 521 | $32.2K | 0.00% | −332−38.9% | Reduced |
| California State Teachers Retirement System | 583 | $36.0K | 0.00% | −209−26.4% | Reduced |
| Covestor Ltd | 628 | $39.0K | 0.03% | +318+102.6% | Added |
| Nisa Investment Advisors, LLC | 650 | $40.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 679 | $40.7K | 0.01% | +679 | New |
| O'Shaughnessy Asset Management, LLC | 998 | $61.6K | 0.00% | −1−0.1% | Reduced |
| Investors Research Corp | 1,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,040 | $64.2K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 1,176 | $75.5K | 0.00% | +436+58.9% | Added |
| Comerica Bank | 1,350 | $83.3K | 0.00% | +1+0.1% | Added |
| Amalgamated Bank | 1,393 | $86.0K | 0.00% | −313−18.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,334 | $89.1K | 0.01% | −740−35.7% | Reduced |
| Third Avenue Management LLC | 1,456 | $89.9K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,461 | $90.1K | 0.00% | +1,349+1,204.5% | Added |
| Lazard Asset Management LLC | 1,584 | $97.0K | 0.00% | −189−10.7% | Reduced |
| FMR LLC | 1,738 | $107.3K | 0.00% | −268,488−99.4% | Reduced |
| Opal Wealth Advisors, LLC | 1,783 | $110.1K | 0.04% | +12+0.7% | Added |
| Systematic Financial Management LP | 1,879 | $116.0K | 0.00% | −40−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,894 | $116.9K | 0.00% | −844−30.8% | Reduced |
| Legal & General Group Plc | 1,950 | $120.4K | 0.00% | −16−0.8% | Reduced |
| Bank of America Corp | 1,953 | $120.6K | 0.00% | −11,412−85.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,021 | $125.0K | 0.00% | −65−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,245 | $138.6K | 0.00% | −95−4.1% | Reduced |
| Skylands Capital, LLC | 2,345 | $144.8K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,690 | $166.1K | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,823 | $174.3K | 0.00% | −9,070−76.3% | Reduced |
| Public Employees Retirement System of Ohio | 2,937 | $181.3K | 0.00% | −12−0.4% | Reduced |
| Storebrand Asset Management AS | 3,205 | $197.8K | 0.00% | 00.0% | Unchanged |
| RK Asset Management, LLC | 3,243 | $200.0K | 0.17% | −895−21.6% | Reduced |
| Virtu Financial LLC | 3,303 | $204.0K | 0.01% | +3,303 | New |
| Treasurer of the State of North Carolina | 3,350 | $207.0K | 0.00% | −96−2.8% | Reduced |
| Belpointe Asset Management LLC | 3,391 | $209.3K | 0.01% | +3,391 | New |
| Barclays PLC | 3,432 | $211.9K | 0.00% | −2,416−41.3% | Reduced |
| SEI Investments Co | 3,650 | $225.3K | 0.00% | +376+11.5% | Added |
| Altfest L J & Co Inc | 3,706 | $229.0K | 0.03% | +13+0.4% | Added |
| Lakewood Asset Management LLC | 3,800 | $234.6K | 0.16% | −36−0.9% | Reduced |
| Quadcap Wealth Management, LLC | 3,952 | $244.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 4,025 | $248.5K | 0.01% | +4,025 | New |
| Cambridge Investment Research Advisors, Inc. | 4,053 | $250.0K | 0.00% | −328−7.5% | Reduced |
| Lodestone Wealth Management LLC | 4,174 | $257.7K | 0.14% | −85−2.0% | Reduced |
| Verition Fund Management LLC | 4,324 | $266.9K | 0.00% | −179−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,404 | $271.9K | 0.00% | +18+0.4% | Added |
| Mraz, Amerine & Associates, Inc. | 4,457 | $275.1K | 0.06% | −258−5.5% | Reduced |
| Applied Finance Capital Management, LLC | 4,620 | $285.2K | 0.01% | +4,620 | New |