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 |
|---|---|---|---|---|---|
| Lakewood Asset Management LLC | 3,239 | $223.8K | 0.15% | −132−3.9% | Reduced |
| Versor Investments LP | 3,200 | $221.1K | 0.04% | +3,200 | New |
| Optas, LLC | 3,174 | $219.3K | 0.05% | +3,174 | New |
| Institute for Wealth Management, LLC. | 3,008 | $207.8K | 0.03% | −41−1.3% | Reduced |
| RK Asset Management, LLC | 3,002 | $207.0K | 0.17% | −231−7.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,990 | $206.6K | 0.08% | +2,990 | New |
| Police & Firemen's Retirement System of New Jersey | 2,708 | $187.1K | 0.00% | +2,708 | New |
| Capital Investment Advisory Services, LLC | 2,690 | $185.9K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,600 | $179.6K | 0.00% | +2,600 | New |
| Barclays PLC | 2,144 | $148.1K | 0.00% | −1,247−36.8% | Reduced |
| Skylands Capital, LLC | 2,045 | $141.3K | 0.02% | −200−8.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,789 | $123.6K | 0.00% | −1,854−50.9% | Reduced |
| Systematic Financial Management LP | 1,642 | $113.4K | 0.00% | 00.0% | Unchanged |
| Third Avenue Management LLC | 1,456 | $100.6K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,428 | $99.0K | 0.00% | −471−24.8% | Reduced |
| Comerica Bank | 1,423 | $98.3K | 0.00% | −9−0.6% | Reduced |
| Legal & General Group Plc | 1,350 | $93.3K | 0.00% | −180−11.8% | Reduced |
| Franklin Resources Inc | 1,187 | $82.0K | 0.00% | −813−40.7% | Reduced |
| Colonial Trust Co | 1,049 | $72.5K | 0.01% | +9+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,048 | $67.1K | 0.00% | −57−5.2% | Reduced |
| Allworth Financial LP | 893 | $64.7K | 0.00% | +792+784.2% | Added |
| EverSource Wealth Advisors, LLC | 799 | $55.2K | 0.00% | −542−40.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 749 | $51.7K | 0.00% | −266−26.2% | Reduced |
| Bank of Montreal | 715 | $49.4K | 0.00% | +10+1.4% | Added |
| Deutsche Bank AG | 656 | $45.3K | 0.00% | +48+7.9% | Added |
| Nisa Investment Advisors, LLC | 650 | $44.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 609 | $42.1K | 0.00% | +213+53.8% | Added |
| California State Teachers Retirement System | 562 | $38.8K | 0.00% | −21−3.6% | Reduced |
| Putney Financial Group LLC | 517 | $35.7K | 0.03% | +517 | New |
| Investors Research Corp | 500 | $34.5K | 0.01% | −500−50.0% | Reduced |
| Spire Wealth Management | 473 | $32.7K | 0.00% | +15+3.3% | Added |
| Amalgamated Bank | 456 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 425 | $29.4K | 0.00% | −3−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 407 | $28.1K | 0.00% | −1,963−82.8% | Reduced |
| Rothschild Investment LLC | 390 | $26.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 378 | $26.0K | 0.00% | +74+24.3% | Added |
| The PNC Financial Services Group, Inc. | 373 | $25.8K | 0.00% | +128+52.2% | Added |
| Russell Investments Group, Ltd. | 369 | $25.5K | 0.00% | +183+98.4% | Added |
| Jones Financial Companies LLLP | 355 | $24.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 329 | $22.7K | 0.00% | +132+67.0% | Added |
| Sterling Capital Management LLC | 318 | $22.0K | 0.00% | +58+22.3% | Added |
| Atlantic Private Wealth, LLC | 300 | $20.7K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 281 | $19.4K | 0.00% | −5−1.7% | Reduced |
| Parallel Advisors, LLC | 280 | $19.3K | 0.00% | −5−1.8% | Reduced |
| Versant Capital Management, Inc | 279 | $19.3K | 0.00% | +273+4,550.0% | Added |
| Storebrand Asset Management AS | 261 | $18.0K | 0.00% | −2,944−91.9% | Reduced |
| SRS Capital Advisors, Inc. | 178 | $12.3K | 0.00% | +75+72.8% | Added |
| GAMMA Investing LLC | 176 | $12.2K | 0.00% | +34+23.9% | Added |
| Larson Financial Group LLC | 167 | $11.5K | 0.00% | +67+67.0% | Added |
| Pinnacle Bancorp, Inc. | 141 | $9.74K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 116 | $8.00K | 0.01% | −513−81.6% | Reduced |
| SJS Investment Consulting Inc. | 104 | $7.19K | 0.00% | −2−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 104 | $7.11K | 0.00% | +100+2,500.0% | Added |
| Vestcor Inc | 96 | $7.00K | 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 |
| Amundi | 101 | $6.91K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 98 | $6.77K | 0.00% | +8+8.9% | Added |
| Financial Perspectives, Inc | 95 | $6.56K | 0.00% | +95 | New |
| Corebridge Financial, Inc. | 91 | $6.29K | 0.00% | −6−6.2% | Reduced |
| Lindbrook Capital, LLC | 91 | $6.29K | 0.00% | +64+237.0% | Added |
| Quent Capital, LLC | 77 | $5.33K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 52 | $4.00K | 0.00% | +52 | New |
| Smartleaf Asset Management LLC | 54 | $3.72K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $3.46K | 0.00% | +50 | New |
| Skopos Labs, Inc. | 47 | $3.25K | 0.00% | +30+176.5% | Added |
| Venturi Wealth Management, LLC | 43 | $2.97K | 0.00% | +43 | New |
| AdvisorNet Financial, Inc | 41 | $2.83K | 0.00% | +41 | New |
| Umb Bank N A | 30 | $2.07K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 33 | $2.00K | 0.00% | +12+57.1% | Added |
| Bell Investment Advisors, Inc | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.52K | 0.00% | +1+4.8% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.45K | 0.00% | +21 | New |
| Quadrant Capital Group LLC | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 17 | $1.20K | 0.00% | +17 | New |
| Ci Investments Inc. | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Parkside Financial Bank & Trust | 14 | $969 | 0.00% | +2+16.7% | Added |
| Sachetta, LLC | 12 | $830 | 0.00% | −11−47.8% | Reduced |
| Valued Wealth Advisors LLC | 10 | $691 | 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 |
| GWM Advisors LLC | 7 | $484 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $415 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $415 | 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 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $276 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $208 | 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 |
| Kennebec Savings Bank | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $138 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $70 | 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 |