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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 4,684 | $289.2K | 0.00% | −182−3.7% | Reduced |
| First Hawaiian Bank | 4,767 | $294.3K | 0.01% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,065 | $312.7K | 0.09% | −608−10.7% | Reduced |
| CIBC World Markets Corp | 5,234 | $314.1K | 0.00% | +5,234 | New |
| UBS Group AG | 5,109 | $315.4K | 0.00% | −1,172−18.7% | Reduced |
| Clearbridge Investments, LLC | 5,200 | $321.0K | 0.00% | −100−1.9% | Reduced |
| Quantinno Capital Management LP | 5,720 | $353.1K | 0.01% | +2,133+59.5% | Added |
| Ingalls & Snyder LLC | 5,911 | $365.0K | 0.02% | −7−0.1% | Reduced |
| Price T Rowe Associates Inc | 5,969 | $369.0K | 0.00% | +5,969 | New |
| Oppenheimer & Close, LLC | 6,215 | $383.7K | 0.34% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,412 | $396.0K | 0.00% | −625−8.9% | Reduced |
| Knightsbridge Asset Management, LLC | 6,565 | $405.3K | 0.10% | −105−1.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $435.0K | 0.15% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7,759 | $479.0K | 0.75% | −2,121−21.5% | Reduced |
| Sanctuary Advisors, LLC | 7,660 | $497.3K | 0.00% | +7,660 | New |
| CI Private Wealth, LLC | 8,177 | $500.1K | 0.00% | +8,177 | New |
| Raymond James & Associates | 8,348 | $515.3K | 0.00% | +3,236+63.3% | Added |
| HighTower Advisors, LLC | 8,361 | $516.0K | 0.00% | −562−6.3% | Reduced |
| Rhumbline Advisers | 8,530 | $526.5K | 0.00% | −104−1.2% | Reduced |
| Diversified Investment Strategies, LLC | 8,559 | $528.3K | 0.37% | −310−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 9,003 | $555.8K | 0.00% | −3,713−29.2% | Reduced |
| State Board of Administration of Florida Retirement System | 9,163 | $565.6K | 0.00% | +930+11.3% | Added |
| JPMorgan Chase & Co | 9,527 | $588.1K | 0.00% | +226+2.4% | Added |
| Blair William & Co | 9,538 | $588.8K | 0.00% | +9,538 | New |
| Goldman Sachs Group Inc | 9,596 | $592.4K | 0.00% | +4,982+108.0% | Added |
| Brandywine Global Investment Management, LLC | 9,720 | $600.0K | 0.00% | +91+0.9% | Added |
| Atria Investments LLC | 10,165 | $627.5K | 0.01% | +10,165 | New |
| Campbell & CO Investment Adviser LLC | 10,618 | $655.4K | 0.06% | −3,224−23.3% | Reduced |
| Jane Street Group, LLC | 10,627 | $656.0K | 0.00% | −1,336−11.2% | Reduced |
| Wells Fargo & Company | 10,964 | $676.8K | 0.00% | +298+2.8% | Added |
| Versor Investments LP | 10,988 | $678.3K | 0.13% | +4,406+66.9% | Added |
| Royal Bank of Canada | 11,111 | $685.0K | 0.00% | +542+5.1% | Added |
| New York State Common Retirement Fund | 11,366 | $701.6K | 0.00% | +66+0.6% | Added |
| We Are One Seven, LLC | 11,600 | $716.1K | 0.03% | −425−3.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 12,459 | $769.1K | 0.22% | +2,362+23.4% | Added |
| Prudential Financial Inc | 12,487 | $770.8K | 0.00% | +400+3.3% | Added |
| Kerrisdale Advisers, LLC | 12,714 | $784.8K | 0.25% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,768 | $788.2K | 0.00% | −2,969−18.9% | Reduced |
| American Century Companies Inc | 12,928 | $798.0K | 0.00% | +197+1.5% | Added |
| STRS Ohio | 13,423 | $828.6K | 0.00% | +2,480+22.7% | Added |
| UBS Asset Management Americas Inc | 13,856 | $855.3K | 0.00% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 13,948 | $861.0K | 0.05% | −105−0.7% | Reduced |
| Barnett & Company, Inc. | 14,050 | $867.3K | 0.62% | −60−0.4% | Reduced |
| McDonald Partners LLC | 16,125 | $995.4K | 0.27% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,549 | $1.02M | 0.00% | +2,955+21.7% | Added |
| Robotti Robert | 17,100 | $1.06M | 0.17% | +13,900+434.4% | Added |
| Renaissance Technologies LLC | 17,900 | $1.10M | 0.00% | +734+4.3% | Added |
| Russell Investments Group, Ltd. | 19,363 | $1.20M | 0.00% | −15,755−44.9% | Reduced |
| Citigroup Inc | 19,562 | $1.21M | 0.00% | +5,410+38.2% | Added |
| HRT Financial LP | 19,808 | $1.22M | 0.01% | +12,057+155.6% | Added |
| Proficio Capital Partners LLC | 20,991 | $1.30M | 0.14% | −336−1.6% | Reduced |
| Bank of New York Mellon Corp | 22,348 | $1.38M | 0.00% | +2,693+13.7% | Added |
| Citadel Advisors LLC | 22,774 | $1.41M | 0.00% | +2,066+10.0% | Added |
| Vision Capital Management, Inc. | 24,666 | $1.52M | 0.23% | −236−0.9% | Reduced |
| Gsa Capital Partners LLP | 25,797 | $1.59M | 0.11% | −7,748−23.1% | Reduced |
| Invesco Ltd. | 25,909 | $1.60M | 0.00% | −5,958−18.7% | Reduced |
| 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 |
| Nuveen Asset Management, LLC | 28,530 | $1.76M | 0.00% | +6,834+31.5% | Added |
| Northern Trust Corp | 33,129 | $2.05M | 0.00% | +828+2.6% | Added |
| Two Sigma Investments, LP | 39,484 | $2.44M | 0.01% | −7,878−16.6% | Reduced |
| Charles Schwab Investment Management Inc | 44,904 | $2.77M | 0.00% | −6,493−12.6% | Reduced |
| Applied Fundamental Research, LLC | 61,300 | $3.78M | 2.78% | +7,021+12.9% | Added |
| Wellington Management Group LLP | 69,653 | $4.30M | 0.00% | −16,215−18.9% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 75,005 | $4.63M | 0.09% | −202,006−72.9% | Reduced |
| Bruce & Co., Inc. | 75,105 | $4.64M | 1.53% | +4,300+6.1% | Added |
| Voloridge Investment Management, LLC | 76,790 | $4.74M | 0.02% | +22,883+42.4% | Added |
| Marshall Wace, LLP | 82,203 | $5.07M | 0.01% | −11,597−12.4% | Reduced |
| Envestnet Asset Management Inc | 88,793 | $5.48M | 0.00% | +2,828+3.3% | Added |
| AQR Capital Management LLC | 103,099 | $6.36M | 0.01% | +4,945+5.0% | Added |
| Jacobs Levy Equity Management, Inc | 107,562 | $6.64M | 0.03% | −5,979−5.3% | Reduced |
| Parkwood LLC | 108,407 | $6.69M | 0.84% | +2,007+1.9% | Added |
| Old West Investment Management, LLC | 112,804 | $6.96M | 3.07% | +9,751+9.5% | Added |
| ArrowMark Colorado Holdings LLC | 120,800 | $7.46M | 0.09% | +75,000+163.8% | Added |
| Morgan Stanley | 133,629 | $8.25M | 0.00% | +12,098+10.0% | Added |
| Geode Capital Management, LLC | 157,510 | $9.72M | 0.00% | +2,227+1.4% | Added |
| State Street Corp | 197,979 | $12.2M | 0.00% | −25,384−11.4% | Reduced |
| Norges Bank | 338,723 | $20.9M | 0.00% | +11,141+3.4% | Added |
| Dimensional Fund Advisors LP | 350,079 | $21.6M | 0.01% | −5,195−1.5% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 389,700 | $24.1M | 0.59% | +389,700 | New |
| BlackRock Inc. | 416,540 | $25.7M | 0.00% | +2,704+0.7% | Added |
| Yacktman Asset Management LP | 468,404 | $28.9M | 0.27% | −3,479−0.7% | Reduced |
| Southpoint Capital Advisors LP | 530,000 | $32.7M | 0.81% | +100,000+23.3% | Added |
| Smead Capital Management, Inc. | 547,402 | $33.8M | 0.53% | −1520.0% | Reduced |
| Scharf Investments, LLC | 677,028 | $41.8M | 1.19% | +8,210+1.2% | Added |
| Vanguard Group Inc | 865,174 | $53.4M | 0.00% | +6,463+0.8% | Added |
| Maven Securities LTD | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −12,160−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,072−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −11,911−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −11,139−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,142−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −8,161−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,136−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,135−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |