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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 3,303 | $204.0K | 0.01% | +3,303 | New |
| RK Asset Management, LLC | 3,243 | $200.0K | 0.17% | −895−21.6% | Reduced |
| Storebrand Asset Management AS | 3,205 | $197.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,937 | $181.3K | 0.00% | −12−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 2,823 | $174.3K | 0.00% | −9,070−76.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,690 | $166.1K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 2,345 | $144.8K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,245 | $138.6K | 0.00% | −95−4.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,021 | $125.0K | 0.00% | −65−3.1% | Reduced |
| Bank of America Corp | 1,953 | $120.6K | 0.00% | −11,412−85.4% | Reduced |
| Legal & General Group Plc | 1,950 | $120.4K | 0.00% | −16−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,894 | $116.9K | 0.00% | −844−30.8% | Reduced |
| Systematic Financial Management LP | 1,879 | $116.0K | 0.00% | −40−2.1% | Reduced |
| Opal Wealth Advisors, LLC | 1,783 | $110.1K | 0.04% | +12+0.7% | Added |
| FMR LLC | 1,738 | $107.3K | 0.00% | −268,488−99.4% | Reduced |
| Lazard Asset Management LLC | 1,584 | $97.0K | 0.00% | −189−10.7% | Reduced |
| National Bank of Canada | 1,461 | $90.1K | 0.00% | +1,349+1,204.5% | Added |
| Third Avenue Management LLC | 1,456 | $89.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,334 | $89.1K | 0.01% | −740−35.7% | Reduced |
| Amalgamated Bank | 1,393 | $86.0K | 0.00% | −313−18.3% | Reduced |
| Comerica Bank | 1,350 | $83.3K | 0.00% | +1+0.1% | Added |
| Bank of Montreal | 1,176 | $75.5K | 0.00% | +436+58.9% | Added |
| Colonial Trust Co | 1,040 | $64.2K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $61.7K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 998 | $61.6K | 0.00% | −1−0.1% | Reduced |
| Ashton Thomas Securities, LLC | 679 | $40.7K | 0.01% | +679 | New |
| Nisa Investment Advisors, LLC | 650 | $40.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 628 | $39.0K | 0.03% | +318+102.6% | Added |
| California State Teachers Retirement System | 583 | $36.0K | 0.00% | −209−26.4% | Reduced |
| Deutsche Bank AG | 521 | $32.2K | 0.00% | −332−38.9% | Reduced |
| 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 |
| Spire Wealth Management | 458 | $28.3K | 0.00% | +458 | New |
| NBC Securities, Inc. | 458 | $28.0K | 0.00% | +150+48.7% | Added |
| Northwestern Mutual Wealth Management Co | 450 | $27.8K | 0.00% | −30−6.3% | Reduced |
| Simplex Trading, LLC | 406 | $25.0K | 0.00% | +139+52.1% | Added |
| Rothschild Investment LLC | 390 | $24.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 350 | $21.6K | 0.00% | +5+1.4% | Added |
| CWM, LLC | 338 | $21.0K | 0.00% | +199+143.2% | Added |
| MetLife Investment Management | 292 | $18.0K | 0.00% | +21+7.7% | Added |
| Parallel Advisors, LLC | 238 | $14.7K | 0.00% | +25+11.7% | Added |
| Ronald Blue Trust, Inc. | 189 | $12.8K | 0.00% | +170+894.7% | Added |
| Pinnacle Bancorp, Inc. | 121 | $7.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $6.58K | 0.00% | +2+2.0% | Added |
| SJS Investment Consulting Inc. | 106 | $6.54K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 105 | $6.48K | 0.00% | −117−52.7% | Reduced |
| SRS Capital Advisors, Inc. | 103 | $6.36K | 0.00% | +103 | New |
| 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 |
| Vestcor Inc | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 84 | $5.18K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 77 | $4.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 64 | $3.95K | 0.00% | +39+156.0% | Added |
| JJJ Advisors Inc. | 53 | $3.27K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 51 | $3.15K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 35 | $2.16K | 0.00% | +12+52.2% | Added |
| Umb Bank N A | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $1.67K | 0.00% | +25+1,250.0% | Added |
| Sachetta, LLC | 23 | $1.53K | 0.00% | +11+91.7% | Added |
| Bell Investment Advisors, Inc | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | +3+23.1% | Added |
| ICA Group Wealth Management, LLC | 16 | $988 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $926 | 0.00% | +13+650.0% | Added |
| Parkside Financial Bank & Trust | 12 | $741 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $494 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $432 | 0.00% | −65−90.3% | Reduced |
| Amundi | 6 | $380 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $371 | 0.00% | +1+20.0% | Added |
| Farther Finance Advisors, LLC | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $309 | 0.00% | −4−44.4% | Reduced |
| CIBC Private Wealth Group, LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $248 | 0.00% | +4 | New |
| Jones Financial Companies LLLP | 4 | $247 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $246 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $186 | 0.00% | +1+50.0% | Added |
| Red Tortoise LLC | 3 | $185 | 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 |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |