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 |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $69 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $69 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $69 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3 | $207 | 0.00% | +1+50.0% | Added |
| Global Retirement Partners, LLC | 3 | $207 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $345 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $345 | 0.00% | +5 | New |
| Farther Finance Advisors, LLC | 6 | $415 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $415 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7 | $484 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $553 | 0.00% | −393−98.0% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $553 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $691 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $830 | 0.00% | −11−47.8% | Reduced |
| Parkside Financial Bank & Trust | 14 | $969 | 0.00% | +2+16.7% | Added |
| Ci Investments Inc. | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Golden State Wealth Management, LLC | 17 | $1.20K | 0.00% | +17 | New |
| Quadrant Capital Group LLC | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.45K | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 22 | $1.52K | 0.00% | +1+4.8% | Added |
| Riverview Trust Co | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 33 | $2.00K | 0.00% | +12+57.1% | Added |
| Umb Bank N A | 30 | $2.07K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.83K | 0.00% | +41 | New |
| Venturi Wealth Management, LLC | 43 | $2.97K | 0.00% | +43 | New |
| Skopos Labs, Inc. | 47 | $3.25K | 0.00% | +30+176.5% | Added |
| MAI Capital Management | 50 | $3.46K | 0.00% | +50 | New |
| Smartleaf Asset Management LLC | 54 | $3.72K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 52 | $4.00K | 0.00% | +52 | New |
| Quent Capital, LLC | 77 | $5.33K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 91 | $6.29K | 0.00% | −6−6.2% | Reduced |
| Lindbrook Capital, LLC | 91 | $6.29K | 0.00% | +64+237.0% | Added |
| Financial Perspectives, Inc | 95 | $6.56K | 0.00% | +95 | New |
| CoreCap Advisors, LLC | 98 | $6.77K | 0.00% | +8+8.9% | Added |
| Amundi | 101 | $6.91K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 100 | $6.91K | 0.00% | −23−18.7% | Reduced |
| CVA Family Office, LLC | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 96 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 104 | $7.11K | 0.00% | +100+2,500.0% | Added |
| SJS Investment Consulting Inc. | 104 | $7.19K | 0.00% | −2−1.9% | Reduced |
| Covestor Ltd | 116 | $8.00K | 0.01% | −513−81.6% | Reduced |
| Pinnacle Bancorp, Inc. | 141 | $9.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 167 | $11.5K | 0.00% | +67+67.0% | Added |
| GAMMA Investing LLC | 176 | $12.2K | 0.00% | +34+23.9% | Added |
| SRS Capital Advisors, Inc. | 178 | $12.3K | 0.00% | +75+72.8% | Added |
| Storebrand Asset Management AS | 261 | $18.0K | 0.00% | −2,944−91.9% | Reduced |
| Versant Capital Management, Inc | 279 | $19.3K | 0.00% | +273+4,550.0% | Added |
| Parallel Advisors, LLC | 280 | $19.3K | 0.00% | −5−1.8% | Reduced |
| MetLife Investment Management | 281 | $19.4K | 0.00% | −5−1.7% | Reduced |
| Atlantic Private Wealth, LLC | 300 | $20.7K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 318 | $22.0K | 0.00% | +58+22.3% | Added |
| National Bank of Canada | 329 | $22.7K | 0.00% | +132+67.0% | Added |
| Jones Financial Companies LLLP | 355 | $24.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 369 | $25.5K | 0.00% | +183+98.4% | Added |
| The PNC Financial Services Group, Inc. | 373 | $25.8K | 0.00% | +128+52.2% | Added |
| CWM, LLC | 378 | $26.0K | 0.00% | +74+24.3% | Added |
| Rothschild Investment LLC | 390 | $26.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 407 | $28.1K | 0.00% | −1,963−82.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 425 | $29.4K | 0.00% | −3−0.7% | Reduced |
| Amalgamated Bank | 456 | $32.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 473 | $32.7K | 0.00% | +15+3.3% | Added |
| Investors Research Corp | 500 | $34.5K | 0.01% | −500−50.0% | Reduced |
| Putney Financial Group LLC | 517 | $35.7K | 0.03% | +517 | New |
| California State Teachers Retirement System | 562 | $38.8K | 0.00% | −21−3.6% | Reduced |
| US Bancorp | 609 | $42.1K | 0.00% | +213+53.8% | Added |
| Nisa Investment Advisors, LLC | 650 | $44.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 656 | $45.3K | 0.00% | +48+7.9% | Added |
| Bank of Montreal | 715 | $49.4K | 0.00% | +10+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 749 | $51.7K | 0.00% | −266−26.2% | Reduced |
| EverSource Wealth Advisors, LLC | 799 | $55.2K | 0.00% | −542−40.4% | Reduced |
| Allworth Financial LP | 893 | $64.7K | 0.00% | +792+784.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,048 | $67.1K | 0.00% | −57−5.2% | Reduced |
| Colonial Trust Co | 1,049 | $72.5K | 0.01% | +9+0.9% | Added |
| Franklin Resources Inc | 1,187 | $82.0K | 0.00% | −813−40.7% | Reduced |
| Legal & General Group Plc | 1,350 | $93.3K | 0.00% | −180−11.8% | Reduced |
| Comerica Bank | 1,423 | $98.3K | 0.00% | −9−0.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,428 | $99.0K | 0.00% | −471−24.8% | Reduced |
| Third Avenue Management LLC | 1,456 | $100.6K | 0.02% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,642 | $113.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,789 | $123.6K | 0.00% | −1,854−50.9% | Reduced |
| Skylands Capital, LLC | 2,045 | $141.3K | 0.02% | −200−8.9% | Reduced |
| Barclays PLC | 2,144 | $148.1K | 0.00% | −1,247−36.8% | Reduced |
| KLP Kapitalforvaltning AS | 2,600 | $179.6K | 0.00% | +2,600 | New |
| Capital Investment Advisory Services, LLC | 2,690 | $185.9K | 0.02% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,708 | $187.1K | 0.00% | +2,708 | New |
| Aster Capital Management (DIFC) Ltd | 2,990 | $206.6K | 0.08% | +2,990 | New |
| RK Asset Management, LLC | 3,002 | $207.0K | 0.17% | −231−7.1% | Reduced |
| Institute for Wealth Management, LLC. | 3,008 | $207.8K | 0.03% | −41−1.3% | Reduced |
| Optas, LLC | 3,174 | $219.3K | 0.05% | +3,174 | New |