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, Q1 2025
Institutional positions in U-Haul Holding Co as of Mar 31, 2025. 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
- 212
- +14 vs. Q4 2024
- Shares held
- 7.36M
- −244.1K (−3.2%) vs. Q4 2024
- Total value
- $480.8M
- −$44.6M (−8.5%) vs. Q4 2024
- New holders
- 31
- 67 more added
- Sold out
- 17
- 57 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 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 |
| Parkworth Wealth Management, Inc. | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $65 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $66 | 0.00% | −11−91.7% | Reduced |
| MV Capital Management, Inc. | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $66 | 0.00% | +1 | New |
| Red Tortoise LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $196 | 0.00% | +1+50.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $261 | 0.00% | +3+300.0% | Added |
| SBI Securities Co., Ltd. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $327 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $393 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $399 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $523 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $523 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $523 | 0.00% | +5+166.7% | Added |
| Harbour Investments, Inc. | 8 | $523 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 12 | $785 | 0.00% | −2−14.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 15 | $980 | 0.00% | +15 | New |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | +1+6.7% | Added |
| Bessemer Group Inc | 12 | $1.00K | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.18K | 0.00% | +15+500.0% | Added |
| Clearstead Advisors, LLC | 19 | $1.24K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 40 | $2.00K | 0.00% | +7+21.2% | Added |
| Boston Private Wealth LLC | 33 | $2.16K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 41 | $2.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 43 | $2.81K | 0.00% | +21+95.5% | Added |
| Activest Wealth Management | 48 | $3.14K | 0.00% | +47+4,700.0% | Added |
| MAI Capital Management | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 56 | $3.64K | 0.00% | +2+3.7% | Added |
| Atlantic Trust, LLC | 58 | $3.79K | 0.00% | +58 | New |
| Hantz Financial Services, Inc. | 65 | $4.00K | 0.00% | +65 | New |
| Coldstream Capital Management Inc | 67 | $4.38K | 0.00% | +67 | New |
| Lindbrook Capital, LLC | 69 | $4.51K | 0.00% | −22−24.2% | Reduced |
| Quent Capital, LLC | 77 | $5.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 82 | $5.36K | 0.00% | −18−18.0% | Reduced |
| Corebridge Financial, Inc. | 88 | $5.75K | 0.00% | −3−3.3% | Reduced |
| Amundi | 95 | $6.13K | 0.00% | −6−5.9% | Reduced |
| Financial Perspectives, Inc | 95 | $6.21K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $6.39K | 0.00% | +5+4.8% | Added |
| CoreCap Advisors, LLC | 98 | $6.41K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 105 | $6.86K | 0.00% | −62−37.1% | Reduced |
| SJS Investment Consulting Inc. | 105 | $6.86K | 0.00% | +1+1.0% | Added |
| Covestor Ltd | 116 | $8.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $9.09K | 0.00% | −141−50.4% | Reduced |
| Pinnacle Bancorp, Inc. | 141 | $9.22K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 159 | $10.0K | 0.00% | +159 | New |
| Quadrant Capital Group LLC | 166 | $10.8K | 0.00% | +148+822.2% | Added |
| Tower Research Capital LLC (TRC) | 208 | $13.6K | 0.00% | −1,581−88.4% | Reduced |
| GAMMA Investing LLC | 209 | $13.7K | 0.00% | +33+18.8% | Added |
| National Bank of Canada | 214 | $14.0K | 0.00% | −115−35.0% | Reduced |
| Sterling Capital Management LLC | 255 | $16.7K | 0.00% | −63−19.8% | Reduced |
| Storebrand Asset Management AS | 261 | $17.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 283 | $18.5K | 0.00% | +2+0.7% | Added |
| Private Wealth Asset Management, LLC | 295 | $19.3K | 0.00% | +295 | New |
| Atlantic Private Wealth, LLC | 300 | $19.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 355 | $23.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 365 | $23.9K | 0.00% | +187+105.1% | Added |
| Rothschild Investment LLC | 393 | $25.7K | 0.00% | +3+0.8% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $27.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 458 | $29.0K | 0.00% | +458 | New |
| Amalgamated Bank | 461 | $30.0K | 0.00% | +5+1.1% | Added |
| Spire Wealth Management | 473 | $30.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 517 | $33.8K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 553 | $36.1K | 0.01% | +506+1,076.6% | Added |
| Federation des caisses Desjardins du Quebec | 617 | $36.5K | 0.00% | −431−41.1% | Reduced |
| California State Teachers Retirement System | 562 | $36.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 579 | $37.8K | 0.00% | −30−4.9% | Reduced |
| CWM, LLC | 589 | $38.0K | 0.00% | +211+55.8% | Added |
| Deutsche Bank AG | 631 | $41.2K | 0.00% | −25−3.8% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $42.5K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 713 | $46.6K | 0.00% | −2−0.3% | Reduced |
| Russell Investments Group, Ltd. | 741 | $48.4K | 0.00% | +372+100.8% | Added |
| O'Shaughnessy Asset Management, LLC | 750 | $49.0K | 0.00% | +1+0.1% | Added |
| Versant Capital Management, Inc | 803 | $52.5K | 0.01% | +524+187.8% | Added |
| EverSource Wealth Advisors, LLC | 845 | $55.2K | 0.00% | +46+5.8% | Added |
| Allworth Financial LP | 919 | $56.4K | 0.00% | +26+2.9% | Added |
| Colonial Trust Co | 1,040 | $68.0K | 0.01% | −9−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,111 | $72.6K | 0.00% | +738+197.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,179 | $77.0K | 0.00% | −249−17.4% | Reduced |
| Comerica Bank | 1,372 | $89.7K | 0.00% | −51−3.6% | Reduced |
| Third Avenue Management LLC | 1,456 | $95.2K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,542 | $100.8K | 0.00% | +192+14.2% | Added |
| Opal Wealth Advisors, LLC | 1,607 | $105.0K | 0.03% | +1,607 | New |
| Systematic Financial Management LP | 1,642 | $107.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,683 | $110.0K | 0.00% | +1,276+313.5% | Added |
| Barclays PLC | 1,981 | $129.5K | 0.00% | −163−7.6% | Reduced |