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 |
|---|---|---|---|---|---|
| State Street Corp | 135,430 | $8.85M | 0.00% | −45,932−25.3% | Reduced |
| Old West Investment Management, LLC | 135,509 | $8.86M | 3.20% | +1,972+1.5% | Added |
| Geode Capital Management, LLC | 164,908 | $10.8M | 0.00% | +4,172+2.6% | Added |
| Smead Capital Management, Inc. | 209,649 | $13.7M | 0.23% | −238,318−53.2% | Reduced |
| Dimensional Fund Advisors LP | 284,064 | $18.6M | 0.00% | −43,627−13.3% | Reduced |
| Yacktman Asset Management LP | 335,478 | $21.9M | 0.29% | −36,587−9.8% | Reduced |
| BlackRock, Inc. | 470,032 | $30.7M | 0.00% | +46,954+11.1% | Added |
| Norges Bank | 491,711 | $32.1M | 0.00% | +84,893+20.9% | Added |
| Scharf Investments, LLC | 610,916 | $39.9M | 1.21% | −24,483−3.9% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 652,000 | $42.6M | 1.14% | 00.0% | Unchanged |
| Southpoint Capital Advisors LP | 700,000 | $45.8M | 1.10% | 00.0% | Unchanged |
| Vanguard Group Inc | 847,177 | $55.4M | 0.00% | +11,855+1.4% | Added |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,754−100.0% | Sold out |
| Vision Capital Management, Inc. | 0 | $0 | 0.00% | −24,698−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,948−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −7,124−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −6,671−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |