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 |
|---|---|---|---|---|---|
| Versor Investments LP | 3,200 | $221.1K | 0.04% | +3,200 | New |
| Lakewood Asset Management LLC | 3,239 | $223.8K | 0.15% | −132−3.9% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 3,292 | $227.4K | 0.13% | +3,292 | New |
| Legacy Capital Group California, Inc. | 3,383 | $233.7K | 0.07% | +237+7.5% | Added |
| Inkwell Capital LLC | 3,540 | $244.6K | 0.26% | +3,540 | New |
| Advisor Group Holdings, Inc. | 3,759 | $259.7K | 0.00% | −346−8.4% | Reduced |
| Quadcap Wealth Management, LLC | 3,867 | $267.2K | 0.04% | −289−7.0% | Reduced |
| Atom Investors LP | 3,869 | $267.3K | 0.03% | −10−0.3% | Reduced |
| Diversified Trust Co | 4,025 | $278.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,130 | $293.3K | 0.02% | −485−10.5% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,270 | $295.0K | 0.05% | −156−3.5% | Reduced |
| Lodestone Wealth Management LLC | 4,311 | $297.8K | 0.15% | −96−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 4,611 | $318.6K | 0.00% | +4,611 | New |
| Farringdon Capital, Ltd. | 4,823 | $333.2K | 0.14% | +4,823 | New |
| Occudo Quantitative Strategies LP | 4,851 | $335.2K | 0.06% | +4,851 | New |
| Clearbridge Investments, LLC | 5,200 | $359.3K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,340 | $368.9K | 0.08% | 00.0% | Unchanged |
| Invesco Ltd. | 5,381 | $371.8K | 0.00% | +168+3.2% | Added |
| Raymond James Financial Inc | 5,438 | $375.7K | 0.00% | +5,438 | New |
| Ingalls & Snyder LLC | 5,685 | $393.0K | 0.02% | −171−2.9% | Reduced |
| Childress Capital Advisors, LLC | 6,000 | $414.5K | 0.12% | +1,000+20.0% | Added |
| Oppenheimer & Close, LLC | 6,115 | $422.5K | 0.35% | −100−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,300 | $435.3K | 0.00% | +6,300 | New |
| Knightsbridge Asset Management, LLC | 6,384 | $441.1K | 0.10% | −181−2.8% | Reduced |
| Price T Rowe Associates Inc | 6,408 | $443.0K | 0.00% | +386+6.4% | Added |
| Goldman Sachs Group Inc | 6,591 | $455.4K | 0.00% | −4,365−39.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 6,671 | $460.9K | 0.03% | −6,717−50.2% | Reduced |
| Petrus Trust Company, LTA | 6,837 | $472.4K | 0.05% | +6,837 | New |
| FMR LLC | 6,959 | $480.8K | 0.00% | +337+5.1% | Added |
| Asset Planning,Inc | 7,100 | $490.5K | 0.37% | +7,100 | New |
| UBS Asset Management Americas Inc | 7,124 | $492.2K | 0.00% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 7,196 | $497.0K | 0.16% | −32−0.4% | Reduced |
| Redmont Wealth Advisors LLC | 7,394 | $510.9K | 0.88% | +6+0.1% | Added |
| HighTower Advisors, LLC | 7,433 | $513.5K | 0.00% | −334−4.3% | Reduced |
| Bank of America Corp | 7,660 | $529.2K | 0.00% | +2,006+35.5% | Added |
| American Century Companies Inc | 7,815 | $539.9K | 0.00% | −4,393−36.0% | Reduced |
| Commonwealth Equity Services, LLC | 7,969 | $551.0K | 0.00% | −285−3.5% | Reduced |
| Carnegie Lake Advisors LLC | 8,020 | $554.0K | 0.22% | −550−6.4% | Reduced |
| Rhumbline Advisers | 8,383 | $579.1K | 0.00% | −1,021−10.9% | Reduced |
| Diversified Investment Strategies, LLC | 8,514 | $588.2K | 0.38% | +50+0.6% | Added |
| Semanteon Capital Management, LP | 9,326 | $644.3K | 0.35% | +9,326 | New |
| CI Private Wealth, LLC | 9,731 | $649.2K | 0.00% | −2,599−21.1% | Reduced |
| Keeley-Teton Advisors, LLC | 9,620 | $664.6K | 0.08% | +429+4.7% | Added |
| Brandywine Global Investment Management, LLC | 9,700 | $670.2K | 0.00% | −510−5.0% | Reduced |
| JPMorgan Chase & Co | 9,816 | $678.2K | 0.00% | +1,991+25.4% | Added |
| Atria Investments LLC | 10,803 | $746.4K | 0.01% | −78−0.7% | Reduced |
| Orvieto Partners, L.P. | 11,000 | $760.0K | 0.64% | +11,000 | New |
| Aquatic Capital Management LLC | 11,284 | $779.6K | 0.02% | +2,984+36.0% | Added |
| New York State Common Retirement Fund | 11,366 | $785.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 11,402 | $787.8K | 0.00% | −522−4.4% | Reduced |
| Kerrisdale Advisers, LLC | 12,714 | $878.4K | 0.30% | 00.0% | Unchanged |
| We Are One Seven, LLC | 12,735 | $879.9K | 0.03% | +1,680+15.2% | Added |
| Royal Bank of Canada | 13,215 | $913.0K | 0.00% | +3,906+42.0% | Added |
| HRT Financial LP | 13,236 | $914.0K | 0.00% | −676−4.9% | Reduced |
| State Board of Administration of Florida Retirement System | 13,393 | $925.3K | 0.00% | +4,230+46.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,484 | $931.6K | 0.24% | −156−1.1% | Reduced |
| Barnett & Company, Inc. | 14,050 | $970.7K | 0.64% | 00.0% | Unchanged |
| McDonald Partners LLC | 14,800 | $1.02M | 0.26% | −300−2.0% | Reduced |
| Gsa Capital Partners LLP | 14,948 | $1.03M | 0.08% | −3,850−20.5% | Reduced |
| Nuveen Asset Management, LLC | 16,955 | $1.17M | 0.00% | −11,282−40.0% | Reduced |
| Renaissance Technologies LLC | 16,966 | $1.17M | 0.00% | +12,500+279.9% | Added |
| Wells Fargo & Company | 18,592 | $1.28M | 0.00% | −168−0.9% | Reduced |
| Bank of New York Mellon Corp | 22,807 | $1.58M | 0.00% | +179+0.8% | Added |
| STRS Ohio | 23,810 | $1.65M | 0.01% | +9,493+66.3% | Added |
| Vision Capital Management, Inc. | 24,698 | $1.71M | 0.25% | −727−2.9% | Reduced |
| Applied Fundamental Research, LLC | 25,087 | $1.73M | 1.36% | −36,213−59.1% | Reduced |
| Treasurer of the State of North Carolina | 25,228 | $1.74M | 0.01% | +11,148+79.2% | Added |
| Marshall Wace, LLP | 25,754 | $1.78M | 0.00% | −21,378−45.4% | Reduced |
| Voya Investment Management LLC | 29,443 | $2.03M | 0.00% | +16,063+120.1% | Added |
| Gabelli Funds LLC | 30,600 | $2.11M | 0.02% | +23,600+337.1% | Added |
| Citadel Advisors LLC | 30,977 | $2.14M | 0.00% | +30,977 | New |
| Quantinno Capital Management LP | 31,107 | $2.15M | 0.02% | +20,879+204.1% | Added |
| Jacobs Levy Equity Management, Inc | 31,830 | $2.20M | 0.01% | −2,711−7.8% | Reduced |
| Citigroup Inc | 33,329 | $2.30M | 0.00% | +3,817+12.9% | Added |
| Northern Trust Corp | 34,537 | $2.39M | 0.00% | +898+2.7% | Added |
| Abrams Capital Management, L.P.SuperinvestorAbrams Capital | 36,401 | $2.51M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 37,769 | $2.61M | 0.00% | +33,811+854.2% | Added |
| Verition Fund Management LLC | 41,317 | $2.85M | 0.01% | +32,946+393.6% | Added |
| D. E. Shaw & Co., Inc. | 47,557 | $3.29M | 0.00% | +34,660+268.7% | Added |
| LPL Financial LLC | 69,750 | $4.82M | 0.00% | +64,965+1,357.7% | Added |
| Bruce & Co., Inc. | 73,900 | $5.11M | 1.64% | −1,205−1.6% | Reduced |
| ArrowMark Colorado Holdings LLC | 75,800 | $5.24M | 0.07% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 86,276 | $5.96M | 0.02% | +22,600+35.5% | Added |
| Morgan Stanley | 93,696 | $6.47M | 0.00% | −46,215−33.0% | Reduced |
| AQR Capital Management LLC | 101,160 | $6.97M | 0.01% | +377+0.4% | Added |
| Envestnet Asset Management Inc | 105,357 | $7.28M | 0.00% | +8,627+8.9% | Added |
| Two Sigma Investments, LP | 112,976 | $7.81M | 0.02% | +67,757+149.8% | Added |
| Two Sigma Advisers, LP | 117,800 | $8.14M | 0.02% | +85,400+263.6% | Added |
| Parkwood LLC | 130,744 | $9.03M | 1.11% | +31,085+31.2% | Added |
| Old West Investment Management, LLC | 133,537 | $9.23M | 3.74% | +7,590+6.0% | Added |
| Geode Capital Management, LLC | 160,736 | $11.1M | 0.00% | −16,941−9.5% | Reduced |
| State Street Corp | 181,362 | $12.5M | 0.00% | −15,105−7.7% | Reduced |
| Lord, Abbett & Co. LLC | 300,000 | $20.7M | 0.07% | +75,964+33.9% | Added |
| Dimensional Fund Advisors LP | 327,691 | $22.6M | 0.01% | −8,018−2.4% | Reduced |
| Yacktman Asset Management LP | 372,065 | $25.7M | 0.30% | −62,967−14.5% | Reduced |
| Norges Bank | 406,818 | $28.1M | 0.00% | +79,851+24.4% | Added |
| BlackRock, Inc. | 423,078 | $29.2M | 0.00% | +4,700+1.1% | Added |
| Smead Capital Management, Inc. | 447,967 | $31.0M | 0.48% | −95,266−17.5% | Reduced |
| Scharf Investments, LLC | 635,399 | $43.9M | 1.30% | −68,605−9.7% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 652,000 | $45.0M | 1.16% | +202,405+45.0% | Added |