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, Q3 2024
Institutional positions in U-Haul Holding Co as of Sep 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
- 200
- +18 vs. Q2 2024
- Shares held
- 7.20M
- +481.3K (+7.2%) vs. Q2 2024
- Total value
- $557.4M
- +$143.0M (+34.5%) vs. Q2 2024
- New holders
- 39
- 59 more added
- Sold out
- 21
- 53 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 854,558 | $66.2M | 0.00% | −10,616−1.2% | Reduced |
| Scharf Investments, LLC | 704,004 | $54.5M | 1.50% | +26,976+4.0% | Added |
| Southpoint Capital Advisors LP | 600,000 | $46.5M | 1.10% | +70,000+13.2% | Added |
| Smead Capital Management, Inc. | 543,233 | $42.1M | 0.60% | −4,169−0.8% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 449,595 | $34.8M | 0.90% | +59,895+15.4% | Added |
| Yacktman Asset Management LP | 435,032 | $33.7M | 0.35% | −33,372−7.1% | Reduced |
| BlackRock, Inc. | 418,378 | $32.4M | 0.00% | +418,378 | New |
| Dimensional Fund Advisors LP | 335,709 | $26.0M | 0.01% | −14,370−4.1% | Reduced |
| Norges Bank | 326,967 | $25.3M | 0.00% | −11,756−3.5% | Reduced |
| Lord, Abbett & Co. LLC | 224,036 | $17.4M | 0.06% | +224,036 | New |
| State Street Corp | 196,467 | $15.2M | 0.00% | −1,512−0.8% | Reduced |
| Geode Capital Management, LLC | 177,677 | $13.8M | 0.00% | +20,167+12.8% | Added |
| Morgan Stanley | 139,911 | $10.8M | 0.00% | +6,282+4.7% | Added |
| Old West Investment Management, LLC | 125,947 | $9.76M | 3.77% | +13,143+11.7% | Added |
| AQR Capital Management LLC | 100,783 | $7.81M | 0.01% | −2,316−2.2% | Reduced |
| Parkwood LLC | 99,659 | $7.72M | 0.94% | −8,748−8.1% | Reduced |
| Envestnet Asset Management Inc | 96,730 | $7.49M | 0.00% | +7,937+8.9% | Added |
| Millennium Management LLC | 92,083 | $7.13M | 0.01% | +92,083 | New |
| ArrowMark Colorado Holdings LLC | 75,800 | $5.87M | 0.08% | −45,000−37.3% | Reduced |
| Bruce & Co., Inc. | 75,105 | $5.82M | 1.69% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 63,676 | $4.93M | 0.02% | −13,114−17.1% | Reduced |
| Applied Fundamental Research, LLC | 61,300 | $4.75M | 3.14% | 00.0% | Unchanged |
| Marshall Wace, LLP | 47,132 | $3.65M | 0.00% | −35,071−42.7% | Reduced |
| Two Sigma Investments, LP | 45,219 | $3.50M | 0.01% | +5,735+14.5% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 36,401 | $2.82M | 0.05% | −38,604−51.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,541 | $2.68M | 0.01% | −73,021−67.9% | Reduced |
| Northern Trust Corp | 33,639 | $2.61M | 0.00% | +510+1.5% | Added |
| Two Sigma Advisers, LP | 32,400 | $2.51M | 0.01% | +4,900+17.8% | Added |
| Citigroup Inc | 29,512 | $2.29M | 0.00% | +9,950+50.9% | Added |
| Nuveen Asset Management, LLC | 28,237 | $2.19M | 0.00% | −293−1.0% | Reduced |
| Vision Capital Management, Inc. | 25,425 | $1.97M | 0.28% | +759+3.1% | Added |
| Bank of New York Mellon Corp | 22,628 | $1.75M | 0.00% | +280+1.3% | Added |
| Gsa Capital Partners LLP | 18,798 | $1.46M | 0.11% | −6,999−27.1% | Reduced |
| Wells Fargo & Company | 18,760 | $1.45M | 0.00% | +7,796+71.1% | Added |
| Robotti Robert | 17,100 | $1.32M | 0.20% | 00.0% | Unchanged |
| McDonald Partners LLC | 15,100 | $1.17M | 0.29% | −1,025−6.4% | Reduced |
| STRS Ohio | 14,317 | $1.11M | 0.00% | +894+6.7% | Added |
| Susquehanna International Group, LLP | 14,083 | $1.09M | 0.00% | +1,315+10.3% | Added |
| Treasurer of the State of North Carolina | 14,080 | $1.09M | 0.00% | +10,730+320.3% | Added |
| Barnett & Company, Inc. | 14,050 | $1.09M | 0.72% | 00.0% | Unchanged |
| HRT Financial LP | 13,912 | $1.08M | 0.01% | −5,896−29.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,640 | $1.06M | 0.28% | +1,181+9.5% | Added |
| Punch & Associates Investment Management, Inc. | 13,388 | $1.04M | 0.06% | −560−4.0% | Reduced |
| Voya Investment Management LLC | 13,380 | $1.04M | 0.00% | +13,380 | New |
| D. E. Shaw & Co., Inc. | 12,897 | $999.3K | 0.00% | +3,894+43.3% | Added |
| Kerrisdale Advisers, LLC | 12,714 | $985.1K | 0.33% | 00.0% | Unchanged |
| American Century Companies Inc | 12,208 | $945.9K | 0.00% | −720−5.6% | Reduced |
| Ameriprise Financial Inc | 11,924 | $923.9K | 0.00% | −4,625−27.9% | Reduced |
| CI Private Wealth, LLC | 12,330 | $917.0K | 0.00% | +4,153+50.8% | Added |
| New York State Common Retirement Fund | 11,366 | $880.6K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,055 | $856.5K | 0.04% | −545−4.7% | Reduced |
| Goldman Sachs Group Inc | 10,956 | $848.9K | 0.00% | +1,360+14.2% | Added |
| Atria Investments LLC | 10,881 | $843.1K | 0.01% | +716+7.0% | Added |
| Quantinno Capital Management LP | 10,228 | $792.5K | 0.01% | +4,508+78.8% | Added |
| Prudential Financial Inc | 10,187 | $789.3K | 0.00% | −2,300−18.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 10,000 | $774.8K | 0.03% | +10,000 | New |
| Brandywine Global Investment Management, LLC | 10,210 | $761.0K | 0.01% | +490+5.0% | Added |
| Rhumbline Advisers | 9,404 | $728.6K | 0.00% | +874+10.2% | Added |
| Royal Bank of Canada | 9,309 | $722.0K | 0.00% | −1,802−16.2% | Reduced |
| Keeley-Teton Advisors, LLC | 9,191 | $712.1K | 0.08% | +9,191 | New |
| State Board of Administration of Florida Retirement System | 9,163 | $709.9K | 0.00% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 8,570 | $664.0K | 0.26% | +8,570 | New |
| Diversified Investment Strategies, LLC | 8,464 | $655.8K | 0.43% | −95−1.1% | Reduced |
| Verition Fund Management LLC | 8,371 | $648.6K | 0.00% | +4,047+93.6% | Added |
| Raymond James & Associates | 8,343 | $646.4K | 0.00% | −5−0.1% | Reduced |
| Aquatic Capital Management LLC | 8,300 | $643.1K | 0.02% | +8,300 | New |
| Commonwealth Equity Services, LLC | 8,254 | $640.0K | 0.00% | +1,842+28.7% | Added |
| JPMorgan Chase & Co | 7,825 | $606.3K | 0.00% | −1,702−17.9% | Reduced |
| HighTower Advisors, LLC | 7,767 | $603.0K | 0.00% | −594−7.1% | Reduced |
| Redmont Wealth Advisors LLC | 7,388 | $572.4K | 0.89% | −371−4.8% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $560.0K | 0.19% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 7,124 | $552.0K | 0.00% | −6,732−48.6% | Reduced |
| Gabelli Funds LLC | 7,000 | $542.4K | 0.00% | +7,000 | New |
| FMR LLC | 6,622 | $513.1K | 0.00% | +4,884+281.0% | Added |
| Knightsbridge Asset Management, LLC | 6,565 | $508.7K | 0.11% | 00.0% | Unchanged |
| SEI Investments Co | 6,549 | $507.4K | 0.00% | +2,899+79.4% | Added |
| Oppenheimer & Close, LLC | 6,215 | $481.5K | 0.39% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 6,022 | $467.0K | 0.00% | +53+0.9% | Added |
| Ingalls & Snyder LLC | 5,856 | $454.0K | 0.02% | −55−0.9% | Reduced |
| Bank of America Corp | 5,654 | $438.1K | 0.00% | +3,701+189.5% | Added |
| Allspring Global Investments Holdings, LLC | 5,626 | $435.9K | 0.00% | +1,222+27.7% | Added |
| Intellectus Partners, LLC | 5,340 | $413.7K | 0.11% | +275+5.4% | Added |
| Invesco Ltd. | 5,213 | $403.9K | 0.00% | −20,696−79.9% | Reduced |
| Clearbridge Investments, LLC | 5,200 | $402.9K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,097 | $394.9K | 0.01% | +5,097 | New |
| First Hawaiian Bank | 5,014 | $388.5K | 0.01% | +247+5.2% | Added |
| Childress Capital Advisors, LLC | 5,000 | $387.4K | 0.10% | +5,000 | New |
| LPL Financial LLC | 4,785 | $370.8K | 0.00% | +101+2.2% | Added |
| Belpointe Asset Management LLC | 4,615 | $357.6K | 0.02% | +1,224+36.1% | Added |
| Renaissance Technologies LLC | 4,466 | $346.0K | 0.00% | −13,434−75.1% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,426 | $342.9K | 0.06% | −31−0.7% | Reduced |
| Lodestone Wealth Management LLC | 4,407 | $341.5K | 0.17% | +233+5.6% | Added |
| Gotham Asset Management, LLC | 4,162 | $322.5K | 0.00% | +4,162 | New |
| Quadcap Wealth Management, LLC | 4,156 | $322.0K | 0.05% | +204+5.2% | Added |
| Advisor Group Holdings, Inc. | 4,105 | $318.1K | 0.00% | +2,211+116.7% | Added |
| Diversified Trust Co | 4,025 | $311.9K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 3,958 | $306.7K | 0.00% | −1,151−22.5% | Reduced |
| Atom Investors LP | 3,879 | $300.5K | 0.03% | +3,879 | New |
| XTX Topco Ltd | 3,807 | $295.0K | 0.02% | +3,807 | New |
| Tower Research Capital LLC (TRC) | 3,643 | $282.3K | 0.01% | +1,398+62.3% | Added |