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, Q4 2024
Institutional positions in U-Haul Holding Co as of Dec 31, 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
- 202
- +3 vs. Q3 2024
- Shares held
- 7.64M
- +447.9K (+6.2%) vs. Q3 2024
- Total value
- $527.5M
- −$29.3M (−5.3%) vs. Q3 2024
- New holders
- 30
- 62 more added
- Sold out
- 27
- 67 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 835,322 | $57.7M | 0.00% | −19,236−2.3% | Reduced |
| Southpoint Capital Advisors LP | 700,000 | $48.4M | 1.13% | +100,000+16.7% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 652,000 | $45.0M | 1.16% | +202,405+45.0% | Added |
| Scharf Investments, LLC | 635,399 | $43.9M | 1.30% | −68,605−9.7% | Reduced |
| Smead Capital Management, Inc. | 447,967 | $31.0M | 0.48% | −95,266−17.5% | Reduced |
| BlackRock, Inc. | 423,078 | $29.2M | 0.00% | +4,700+1.1% | Added |
| Norges Bank | 406,818 | $28.1M | 0.00% | +79,851+24.4% | Added |
| Yacktman Asset Management LP | 372,065 | $25.7M | 0.30% | −62,967−14.5% | Reduced |
| Dimensional Fund Advisors LP | 327,691 | $22.6M | 0.01% | −8,018−2.4% | Reduced |
| Lord, Abbett & Co. LLC | 300,000 | $20.7M | 0.07% | +75,964+33.9% | Added |
| State Street Corp | 181,362 | $12.5M | 0.00% | −15,105−7.7% | Reduced |
| Geode Capital Management, LLC | 160,736 | $11.1M | 0.00% | −16,941−9.5% | Reduced |
| Old West Investment Management, LLC | 133,537 | $9.23M | 3.74% | +7,590+6.0% | Added |
| Parkwood LLC | 130,744 | $9.03M | 1.11% | +31,085+31.2% | Added |
| Two Sigma Advisers, LP | 117,800 | $8.14M | 0.02% | +85,400+263.6% | Added |
| Two Sigma Investments, LP | 112,976 | $7.81M | 0.02% | +67,757+149.8% | Added |
| Envestnet Asset Management Inc | 105,357 | $7.28M | 0.00% | +8,627+8.9% | Added |
| AQR Capital Management LLC | 101,160 | $6.97M | 0.01% | +377+0.4% | Added |
| Morgan Stanley | 93,696 | $6.47M | 0.00% | −46,215−33.0% | Reduced |
| Voloridge Investment Management, LLC | 86,276 | $5.96M | 0.02% | +22,600+35.5% | Added |
| ArrowMark Colorado Holdings LLC | 75,800 | $5.24M | 0.07% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 73,900 | $5.11M | 1.64% | −1,205−1.6% | Reduced |
| LPL Financial LLC | 69,750 | $4.82M | 0.00% | +64,965+1,357.7% | Added |
| D. E. Shaw & Co., Inc. | 47,557 | $3.29M | 0.00% | +34,660+268.7% | Added |
| Verition Fund Management LLC | 41,317 | $2.85M | 0.01% | +32,946+393.6% | Added |
| UBS Group AG | 37,769 | $2.61M | 0.00% | +33,811+854.2% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 36,401 | $2.51M | 0.04% | 00.0% | Unchanged |
| Northern Trust Corp | 34,537 | $2.39M | 0.00% | +898+2.7% | Added |
| Citigroup Inc | 33,329 | $2.30M | 0.00% | +3,817+12.9% | Added |
| Jacobs Levy Equity Management, Inc | 31,830 | $2.20M | 0.01% | −2,711−7.8% | Reduced |
| Quantinno Capital Management LP | 31,107 | $2.15M | 0.02% | +20,879+204.1% | Added |
| Citadel Advisors LLC | 30,977 | $2.14M | 0.00% | +30,977 | New |
| Gabelli Funds LLC | 30,600 | $2.11M | 0.02% | +23,600+337.1% | Added |
| Voya Investment Management LLC | 29,443 | $2.03M | 0.00% | +16,063+120.1% | Added |
| Marshall Wace, LLP | 25,754 | $1.78M | 0.00% | −21,378−45.4% | Reduced |
| Treasurer of the State of North Carolina | 25,228 | $1.74M | 0.01% | +11,148+79.2% | Added |
| Applied Fundamental Research, LLC | 25,087 | $1.73M | 1.36% | −36,213−59.1% | Reduced |
| Vision Capital Management, Inc. | 24,698 | $1.71M | 0.25% | −727−2.9% | Reduced |
| STRS Ohio | 23,810 | $1.65M | 0.01% | +9,493+66.3% | Added |
| Bank of New York Mellon Corp | 22,807 | $1.58M | 0.00% | +179+0.8% | Added |
| Wells Fargo & Company | 18,592 | $1.28M | 0.00% | −168−0.9% | Reduced |
| Renaissance Technologies LLC | 16,966 | $1.17M | 0.00% | +12,500+279.9% | Added |
| Nuveen Asset Management, LLC | 16,955 | $1.17M | 0.00% | −11,282−40.0% | Reduced |
| Gsa Capital Partners LLP | 14,948 | $1.03M | 0.08% | −3,850−20.5% | Reduced |
| McDonald Partners LLC | 14,800 | $1.02M | 0.26% | −300−2.0% | Reduced |
| Barnett & Company, Inc. | 14,050 | $970.7K | 0.64% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13,484 | $931.6K | 0.24% | −156−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 13,393 | $925.3K | 0.00% | +4,230+46.2% | Added |
| HRT Financial LP | 13,236 | $914.0K | 0.00% | −676−4.9% | Reduced |
| Royal Bank of Canada | 13,215 | $913.0K | 0.00% | +3,906+42.0% | Added |
| We Are One Seven, LLC | 12,735 | $879.9K | 0.03% | +1,680+15.2% | Added |
| Kerrisdale Advisers, LLC | 12,714 | $878.4K | 0.30% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,402 | $787.8K | 0.00% | −522−4.4% | Reduced |
| New York State Common Retirement Fund | 11,366 | $785.3K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 11,284 | $779.6K | 0.02% | +2,984+36.0% | Added |
| Orvieto Partners, L.P. | 11,000 | $760.0K | 0.64% | +11,000 | New |
| Atria Investments LLC | 10,803 | $746.4K | 0.01% | −78−0.7% | Reduced |
| JPMorgan Chase & Co | 9,816 | $678.2K | 0.00% | +1,991+25.4% | Added |
| Brandywine Global Investment Management, LLC | 9,700 | $670.2K | 0.00% | −510−5.0% | Reduced |
| Keeley-Teton Advisors, LLC | 9,620 | $664.6K | 0.08% | +429+4.7% | Added |
| CI Private Wealth, LLC | 9,731 | $649.2K | 0.00% | −2,599−21.1% | Reduced |
| Semanteon Capital Management, LP | 9,326 | $644.3K | 0.35% | +9,326 | New |
| Diversified Investment Strategies, LLC | 8,514 | $588.2K | 0.38% | +50+0.6% | Added |
| Rhumbline Advisers | 8,383 | $579.1K | 0.00% | −1,021−10.9% | Reduced |
| Carnegie Lake Advisors LLC | 8,020 | $554.0K | 0.22% | −550−6.4% | Reduced |
| Commonwealth Equity Services, LLC | 7,969 | $551.0K | 0.00% | −285−3.5% | Reduced |
| American Century Companies Inc | 7,815 | $539.9K | 0.00% | −4,393−36.0% | Reduced |
| Bank of America Corp | 7,660 | $529.2K | 0.00% | +2,006+35.5% | Added |
| HighTower Advisors, LLC | 7,433 | $513.5K | 0.00% | −334−4.3% | Reduced |
| Redmont Wealth Advisors LLC | 7,394 | $510.9K | 0.88% | +6+0.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 7,196 | $497.0K | 0.16% | −32−0.4% | Reduced |
| UBS Asset Management Americas Inc | 7,124 | $492.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7,100 | $490.5K | 0.37% | +7,100 | New |
| FMR LLC | 6,959 | $480.8K | 0.00% | +337+5.1% | Added |
| Petrus Trust Company, LTA | 6,837 | $472.4K | 0.05% | +6,837 | New |
| Punch & Associates Investment Management, Inc. | 6,671 | $460.9K | 0.03% | −6,717−50.2% | Reduced |
| Goldman Sachs Group Inc | 6,591 | $455.4K | 0.00% | −4,365−39.8% | Reduced |
| Price T Rowe Associates Inc | 6,408 | $443.0K | 0.00% | +386+6.4% | Added |
| Knightsbridge Asset Management, LLC | 6,384 | $441.1K | 0.10% | −181−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,300 | $435.3K | 0.00% | +6,300 | New |
| Oppenheimer & Close, LLC | 6,115 | $422.5K | 0.35% | −100−1.6% | Reduced |
| Childress Capital Advisors, LLC | 6,000 | $414.5K | 0.12% | +1,000+20.0% | Added |
| Ingalls & Snyder LLC | 5,685 | $393.0K | 0.02% | −171−2.9% | Reduced |
| Raymond James Financial Inc | 5,438 | $375.7K | 0.00% | +5,438 | New |
| Invesco Ltd. | 5,381 | $371.8K | 0.00% | +168+3.2% | Added |
| Intellectus Partners, LLC | 5,340 | $368.9K | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 5,200 | $359.3K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 4,851 | $335.2K | 0.06% | +4,851 | New |
| Farringdon Capital, Ltd. | 4,823 | $333.2K | 0.14% | +4,823 | New |
| Public Employees Retirement System of Ohio | 4,611 | $318.6K | 0.00% | +4,611 | New |
| Lodestone Wealth Management LLC | 4,311 | $297.8K | 0.15% | −96−2.2% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,270 | $295.0K | 0.05% | −156−3.5% | Reduced |
| Belpointe Asset Management LLC | 4,130 | $293.3K | 0.02% | −485−10.5% | Reduced |
| Diversified Trust Co | 4,025 | $278.1K | 0.01% | 00.0% | Unchanged |
| Atom Investors LP | 3,869 | $267.3K | 0.03% | −10−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 3,867 | $267.2K | 0.04% | −289−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 3,759 | $259.7K | 0.00% | −346−8.4% | Reduced |
| Inkwell Capital LLC | 3,540 | $244.6K | 0.26% | +3,540 | New |
| Legacy Capital Group California, Inc. | 3,383 | $233.7K | 0.07% | +237+7.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 3,292 | $227.4K | 0.13% | +3,292 | New |