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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3,643 | $282.3K | 0.01% | +1,398+62.3% | Added |
| XTX Topco Ltd | 3,807 | $295.0K | 0.02% | +3,807 | New |
| Atom Investors LP | 3,879 | $300.5K | 0.03% | +3,879 | New |
| UBS Group AG | 3,958 | $306.7K | 0.00% | −1,151−22.5% | Reduced |
| Diversified Trust Co | 4,025 | $311.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,105 | $318.1K | 0.00% | +2,211+116.7% | Added |
| Quadcap Wealth Management, LLC | 4,156 | $322.0K | 0.05% | +204+5.2% | Added |
| Gotham Asset Management, LLC | 4,162 | $322.5K | 0.00% | +4,162 | New |
| Lodestone Wealth Management LLC | 4,407 | $341.5K | 0.17% | +233+5.6% | Added |
| Mraz, Amerine & Associates, Inc. | 4,426 | $342.9K | 0.06% | −31−0.7% | Reduced |
| Renaissance Technologies LLC | 4,466 | $346.0K | 0.00% | −13,434−75.1% | Reduced |
| Belpointe Asset Management LLC | 4,615 | $357.6K | 0.02% | +1,224+36.1% | Added |
| LPL Financial LLC | 4,785 | $370.8K | 0.00% | +101+2.2% | Added |
| Childress Capital Advisors, LLC | 5,000 | $387.4K | 0.10% | +5,000 | New |
| First Hawaiian Bank | 5,014 | $388.5K | 0.01% | +247+5.2% | Added |
| Boothbay Fund Management, LLC | 5,097 | $394.9K | 0.01% | +5,097 | New |
| Clearbridge Investments, LLC | 5,200 | $402.9K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 5,213 | $403.9K | 0.00% | −20,696−79.9% | Reduced |
| Intellectus Partners, LLC | 5,340 | $413.7K | 0.11% | +275+5.4% | Added |
| Allspring Global Investments Holdings, LLC | 5,626 | $435.9K | 0.00% | +1,222+27.7% | Added |
| Bank of America Corp | 5,654 | $438.1K | 0.00% | +3,701+189.5% | Added |
| Ingalls & Snyder LLC | 5,856 | $454.0K | 0.02% | −55−0.9% | Reduced |
| Price T Rowe Associates Inc | 6,022 | $467.0K | 0.00% | +53+0.9% | Added |
| Oppenheimer & Close, LLC | 6,215 | $481.5K | 0.39% | 00.0% | Unchanged |
| SEI Investments Co | 6,549 | $507.4K | 0.00% | +2,899+79.4% | Added |
| Knightsbridge Asset Management, LLC | 6,565 | $508.7K | 0.11% | 00.0% | Unchanged |
| FMR LLC | 6,622 | $513.1K | 0.00% | +4,884+281.0% | Added |
| Gabelli Funds LLC | 7,000 | $542.4K | 0.00% | +7,000 | New |
| UBS Asset Management Americas Inc | 7,124 | $552.0K | 0.00% | −6,732−48.6% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 7,228 | $560.0K | 0.19% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 7,388 | $572.4K | 0.89% | −371−4.8% | Reduced |
| HighTower Advisors, LLC | 7,767 | $603.0K | 0.00% | −594−7.1% | Reduced |
| JPMorgan Chase & Co | 7,825 | $606.3K | 0.00% | −1,702−17.9% | Reduced |
| Commonwealth Equity Services, LLC | 8,254 | $640.0K | 0.00% | +1,842+28.7% | Added |
| Aquatic Capital Management LLC | 8,300 | $643.1K | 0.02% | +8,300 | New |
| Raymond James & Associates | 8,343 | $646.4K | 0.00% | −5−0.1% | Reduced |
| Verition Fund Management LLC | 8,371 | $648.6K | 0.00% | +4,047+93.6% | Added |
| Diversified Investment Strategies, LLC | 8,464 | $655.8K | 0.43% | −95−1.1% | Reduced |
| Carnegie Lake Advisors LLC | 8,570 | $664.0K | 0.26% | +8,570 | New |
| State Board of Administration of Florida Retirement System | 9,163 | $709.9K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 9,191 | $712.1K | 0.08% | +9,191 | New |
| Royal Bank of Canada | 9,309 | $722.0K | 0.00% | −1,802−16.2% | Reduced |
| Rhumbline Advisers | 9,404 | $728.6K | 0.00% | +874+10.2% | Added |
| Brandywine Global Investment Management, LLC | 10,210 | $761.0K | 0.01% | +490+5.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 10,000 | $774.8K | 0.03% | +10,000 | New |
| Prudential Financial Inc | 10,187 | $789.3K | 0.00% | −2,300−18.4% | Reduced |
| Quantinno Capital Management LP | 10,228 | $792.5K | 0.01% | +4,508+78.8% | Added |
| Atria Investments LLC | 10,881 | $843.1K | 0.01% | +716+7.0% | Added |
| Goldman Sachs Group Inc | 10,956 | $848.9K | 0.00% | +1,360+14.2% | Added |
| We Are One Seven, LLC | 11,055 | $856.5K | 0.04% | −545−4.7% | Reduced |
| New York State Common Retirement Fund | 11,366 | $880.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 12,330 | $917.0K | 0.00% | +4,153+50.8% | Added |
| Ameriprise Financial Inc | 11,924 | $923.9K | 0.00% | −4,625−27.9% | Reduced |
| American Century Companies Inc | 12,208 | $945.9K | 0.00% | −720−5.6% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $985.1K | 0.33% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 12,897 | $999.3K | 0.00% | +3,894+43.3% | Added |
| Voya Investment Management LLC | 13,380 | $1.04M | 0.00% | +13,380 | New |
| Punch & Associates Investment Management, Inc. | 13,388 | $1.04M | 0.06% | −560−4.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,640 | $1.06M | 0.28% | +1,181+9.5% | Added |
| HRT Financial LP | 13,912 | $1.08M | 0.01% | −5,896−29.8% | Reduced |
| Barnett & Company, Inc. | 14,050 | $1.09M | 0.72% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 14,080 | $1.09M | 0.00% | +10,730+320.3% | Added |
| Susquehanna International Group, LLP | 14,083 | $1.09M | 0.00% | +1,315+10.3% | Added |
| STRS Ohio | 14,317 | $1.11M | 0.00% | +894+6.7% | Added |
| McDonald Partners LLC | 15,100 | $1.17M | 0.29% | −1,025−6.4% | Reduced |
| Robotti Robert | 17,100 | $1.32M | 0.20% | 00.0% | Unchanged |
| Wells Fargo & Company | 18,760 | $1.45M | 0.00% | +7,796+71.1% | Added |
| Gsa Capital Partners LLP | 18,798 | $1.46M | 0.11% | −6,999−27.1% | Reduced |
| Bank of New York Mellon Corp | 22,628 | $1.75M | 0.00% | +280+1.3% | Added |
| Vision Capital Management, Inc. | 25,425 | $1.97M | 0.28% | +759+3.1% | Added |
| Nuveen Asset Management, LLC | 28,237 | $2.19M | 0.00% | −293−1.0% | Reduced |
| Citigroup Inc | 29,512 | $2.29M | 0.00% | +9,950+50.9% | Added |
| Two Sigma Advisers, LP | 32,400 | $2.51M | 0.01% | +4,900+17.8% | Added |
| Northern Trust Corp | 33,639 | $2.61M | 0.00% | +510+1.5% | Added |
| Jacobs Levy Equity Management, Inc | 34,541 | $2.68M | 0.01% | −73,021−67.9% | Reduced |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 36,401 | $2.82M | 0.05% | −38,604−51.5% | Reduced |
| Two Sigma Investments, LP | 45,219 | $3.50M | 0.01% | +5,735+14.5% | Added |
| Marshall Wace, LLP | 47,132 | $3.65M | 0.00% | −35,071−42.7% | Reduced |
| Applied Fundamental Research, LLC | 61,300 | $4.75M | 3.14% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 63,676 | $4.93M | 0.02% | −13,114−17.1% | Reduced |
| Bruce & Co., Inc. | 75,105 | $5.82M | 1.69% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 75,800 | $5.87M | 0.08% | −45,000−37.3% | Reduced |
| Millennium Management LLC | 92,083 | $7.13M | 0.01% | +92,083 | New |
| Envestnet Asset Management Inc | 96,730 | $7.49M | 0.00% | +7,937+8.9% | Added |
| Parkwood LLC | 99,659 | $7.72M | 0.94% | −8,748−8.1% | Reduced |
| AQR Capital Management LLC | 100,783 | $7.81M | 0.01% | −2,316−2.2% | Reduced |
| Old West Investment Management, LLC | 125,947 | $9.76M | 3.77% | +13,143+11.7% | Added |
| Morgan Stanley | 139,911 | $10.8M | 0.00% | +6,282+4.7% | Added |
| Geode Capital Management, LLC | 177,677 | $13.8M | 0.00% | +20,167+12.8% | Added |
| State Street Corp | 196,467 | $15.2M | 0.00% | −1,512−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 224,036 | $17.4M | 0.06% | +224,036 | New |
| Norges Bank | 326,967 | $25.3M | 0.00% | −11,756−3.5% | Reduced |
| Dimensional Fund Advisors LP | 335,709 | $26.0M | 0.01% | −14,370−4.1% | Reduced |
| BlackRock, Inc. | 418,378 | $32.4M | 0.00% | +418,378 | New |
| Yacktman Asset Management LP | 435,032 | $33.7M | 0.35% | −33,372−7.1% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 449,595 | $34.8M | 0.90% | +59,895+15.4% | Added |
| Smead Capital Management, Inc. | 543,233 | $42.1M | 0.60% | −4,169−0.8% | Reduced |
| Southpoint Capital Advisors LP | 600,000 | $46.5M | 1.10% | +70,000+13.2% | Added |
| Scharf Investments, LLC | 704,004 | $54.5M | 1.50% | +26,976+4.0% | Added |
| Vanguard Group Inc | 854,558 | $66.2M | 0.00% | −10,616−1.2% | Reduced |