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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $78 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $155 | 0.00% | −25−92.6% | Reduced |
| Fifth Third Bancorp | 2 | $155 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 2 | $155 | 0.00% | +2 | New |
| Assetmark, Inc | 2 | $155 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $155 | 0.00% | +2 | New |
| Red Tortoise LLC | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $232 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $233 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $309 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4 | $310 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $387 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $465 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $465 | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 6 | $465 | 0.00% | +6 | New |
| GWM Advisors LLC | 7 | $542 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $620 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $775 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $930 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 21 | $1.00K | 0.00% | +21 | New |
| Quest Partners LLC | 15 | $1.16K | 0.00% | +15 | New |
| Skopos Labs, Inc. | 17 | $1.32K | 0.00% | +17 | New |
| Quadrant Capital Group LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $1.63K | 0.00% | +6+40.0% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.63K | 0.00% | +1+5.0% | Added |
| Riverview Trust Co | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $2.09K | 0.00% | −8−22.9% | Reduced |
| Umb Bank N A | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 54 | $4.21K | 0.00% | +50+1,250.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 70 | $5.42K | 0.00% | +70 | New |
| Reuter James Wealth Management, LLC | 75 | $5.81K | 0.00% | +75 | New |
| Quent Capital, LLC | 77 | $5.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $6.97K | 0.00% | +90 | New |
| Vestcor Inc | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 97 | $7.52K | 0.00% | −3−3.0% | Reduced |
| Amundi | 101 | $7.65K | 0.00% | +95+1,583.3% | Added |
| Larson Financial Group LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $7.75K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 100 | $7.75K | 0.00% | +100 | New |
| Allworth Financial LP | 101 | $7.83K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $7.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $8.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 123 | $9.53K | 0.00% | +39+46.4% | Added |
| Pinnacle Bancorp, Inc. | 141 | $10.9K | 0.00% | +20+16.5% | Added |
| GAMMA Investing LLC | 142 | $11.0K | 0.00% | +78+121.9% | Added |
| Russell Investments Group, Ltd. | 186 | $14.4K | 0.00% | −19,177−99.0% | Reduced |
| National Bank of Canada | 197 | $15.3K | 0.00% | −1,264−86.5% | Reduced |
| The PNC Financial Services Group, Inc. | 245 | $19.0K | 0.00% | +140+133.3% | Added |
| Sterling Capital Management LLC | 260 | $20.1K | 0.00% | +260 | New |
| Parallel Advisors, LLC | 285 | $22.1K | 0.00% | +47+19.7% | Added |
| MetLife Investment Management | 286 | $22.2K | 0.00% | −6−2.1% | Reduced |
| Atlantic Private Wealth, LLC | 300 | $23.2K | 0.02% | +300 | New |
| CWM, LLC | 304 | $24.0K | 0.00% | −34−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 401 | $24.8K | 0.00% | +212+112.2% | Added |
| Ashton Thomas Securities, LLC | 352 | $27.3K | 0.01% | −327−48.2% | Reduced |
| Jones Financial Companies LLLP | 355 | $27.6K | 0.00% | +351+8,775.0% | Added |
| Rothschild Investment LLC | 390 | $30.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 396 | $30.7K | 0.00% | +46+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 428 | $33.2K | 0.00% | −22−4.9% | Reduced |
| Amalgamated Bank | 456 | $35.0K | 0.00% | −937−67.3% | Reduced |
| NBC Securities, Inc. | 458 | $35.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 458 | $35.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 583 | $45.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 608 | $47.1K | 0.00% | +87+16.7% | Added |
| Covestor Ltd | 629 | $49.0K | 0.03% | +1+0.2% | Added |
| Nisa Investment Advisors, LLC | 650 | $50.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 705 | $54.9K | 0.00% | −471−40.1% | Reduced |
| Headlands Technologies LLC | 921 | $71.4K | 0.01% | +921 | New |
| O'Shaughnessy Asset Management, LLC | 1,015 | $75.6K | 0.00% | +17+1.7% | Added |
| Investors Research Corp | 1,000 | $77.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,105 | $79.6K | 0.00% | +1,105 | New |
| Colonial Trust Co | 1,040 | $80.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,341 | $103.9K | 0.01% | +7+0.5% | Added |
| Comerica Bank | 1,432 | $111.0K | 0.00% | +82+6.1% | Added |
| Third Avenue Management LLC | 1,456 | $112.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,530 | $118.5K | 0.00% | −420−21.5% | Reduced |
| Systematic Financial Management LP | 1,642 | $127.2K | 0.00% | −237−12.6% | Reduced |
| Lazard Asset Management LLC | 1,691 | $131.0K | 0.00% | +107+6.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,899 | $147.0K | 0.00% | −122−6.0% | Reduced |
| Franklin Resources Inc | 2,000 | $149.1K | 0.00% | +2,000 | New |
| Skylands Capital, LLC | 2,245 | $173.9K | 0.02% | −100−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 2,370 | $183.6K | 0.00% | −453−16.0% | Reduced |
| Motley Fool Asset Management LLC | 2,579 | $201.4K | 0.01% | +2,579 | New |
| Capital Investment Advisory Services, LLC | 2,690 | $208.4K | 0.02% | 00.0% | Unchanged |
| RBF Capital, LLC | 2,800 | $216.9K | 0.01% | +2,800 | New |
| Cresset Asset Management, LLC | 2,898 | $224.5K | 0.00% | +2,898 | New |
| Synovus Financial Corp | 2,932 | $227.2K | 0.00% | +2,932 | New |
| Institute for Wealth Management, LLC. | 3,049 | $236.2K | 0.03% | +3,049 | New |
| Legacy Capital Group California, Inc. | 3,146 | $243.8K | 0.08% | +3,146 | New |
| Storebrand Asset Management AS | 3,205 | $248.3K | 0.00% | 00.0% | Unchanged |
| RK Asset Management, LLC | 3,233 | $250.0K | 0.19% | −10−0.3% | Reduced |
| Lakewood Asset Management LLC | 3,371 | $261.2K | 0.18% | −429−11.3% | Reduced |
| Barclays PLC | 3,391 | $262.7K | 0.00% | −41−1.2% | Reduced |
| Anthracite Investment Company, Inc. | 3,473 | $269.1K | 0.13% | +3,473 | New |