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