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 |
|---|---|---|---|---|---|
| Inkwell Capital LLC | 3,494 | $228.4K | 0.25% | −46−1.3% | Reduced |
| Invesco Ltd. | 3,423 | $223.7K | 0.00% | −1,958−36.4% | Reduced |
| Inceptionr LLC | 3,399 | $222.2K | 0.07% | +3,399 | New |
| Mercer Global Advisors Inc | 3,230 | $211.1K | 0.00% | +3,230 | New |
| Roehl & Yi Investment Advisors, LLC | 3,212 | $209.9K | 0.11% | −80−2.4% | Reduced |
| FMR LLC | 3,194 | $208.8K | 0.00% | −3,765−54.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,103 | $202.8K | 0.00% | +395+14.6% | Added |
| RK Asset Management, LLC | 2,885 | $189.0K | 0.17% | −117−3.9% | Reduced |
| Capital Investment Advisory Services, LLC | 2,690 | $175.8K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,600 | $169.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,373 | $155.1K | 0.00% | −2,238−48.5% | Reduced |
| Skylands Capital, LLC | 2,045 | $133.7K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 1,981 | $129.5K | 0.00% | −163−7.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,683 | $110.0K | 0.00% | +1,276+313.5% | Added |
| Systematic Financial Management LP | 1,642 | $107.3K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,607 | $105.0K | 0.03% | +1,607 | New |
| Legal & General Group Plc | 1,542 | $100.8K | 0.00% | +192+14.2% | Added |
| Third Avenue Management LLC | 1,456 | $95.2K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 1,372 | $89.7K | 0.00% | −51−3.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,179 | $77.0K | 0.00% | −249−17.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,111 | $72.6K | 0.00% | +738+197.9% | Added |
| Colonial Trust Co | 1,040 | $68.0K | 0.01% | −9−0.9% | Reduced |
| Allworth Financial LP | 919 | $56.4K | 0.00% | +26+2.9% | Added |
| EverSource Wealth Advisors, LLC | 845 | $55.2K | 0.00% | +46+5.8% | Added |
| Versant Capital Management, Inc | 803 | $52.5K | 0.01% | +524+187.8% | Added |
| O'Shaughnessy Asset Management, LLC | 750 | $49.0K | 0.00% | +1+0.1% | Added |
| Russell Investments Group, Ltd. | 741 | $48.4K | 0.00% | +372+100.8% | Added |
| Bank of Montreal | 713 | $46.6K | 0.00% | −2−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $42.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 631 | $41.2K | 0.00% | −25−3.8% | Reduced |
| CWM, LLC | 589 | $38.0K | 0.00% | +211+55.8% | Added |
| US Bancorp | 579 | $37.8K | 0.00% | −30−4.9% | Reduced |
| California State Teachers Retirement System | 562 | $36.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 617 | $36.5K | 0.00% | −431−41.1% | Reduced |
| Skopos Labs, Inc. | 553 | $36.1K | 0.01% | +506+1,076.6% | Added |
| Putney Financial Group LLC | 517 | $33.8K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $32.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 473 | $30.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 461 | $30.0K | 0.00% | +5+1.1% | Added |
| NBC Securities, Inc. | 458 | $29.0K | 0.00% | +458 | New |
| Northwestern Mutual Wealth Management Co | 425 | $27.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 393 | $25.7K | 0.00% | +3+0.8% | Added |
| SRS Capital Advisors, Inc. | 365 | $23.9K | 0.00% | +187+105.1% | Added |
| Jones Financial Companies LLLP | 355 | $23.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 300 | $19.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 295 | $19.3K | 0.00% | +295 | New |
| MetLife Investment Management | 283 | $18.5K | 0.00% | +2+0.7% | Added |
| Storebrand Asset Management AS | 261 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 255 | $16.7K | 0.00% | −63−19.8% | Reduced |
| National Bank of Canada | 214 | $14.0K | 0.00% | −115−35.0% | Reduced |
| GAMMA Investing LLC | 209 | $13.7K | 0.00% | +33+18.8% | Added |
| Tower Research Capital LLC (TRC) | 208 | $13.6K | 0.00% | −1,581−88.4% | Reduced |
| Quadrant Capital Group LLC | 166 | $10.8K | 0.00% | +148+822.2% | Added |
| Simplex Trading, LLC | 159 | $10.0K | 0.00% | +159 | New |
| Pinnacle Bancorp, Inc. | 141 | $9.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $9.09K | 0.00% | −141−50.4% | Reduced |
| Covestor Ltd | 116 | $8.00K | 0.01% | 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 |
| CVA Family Office, LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 98 | $6.41K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $6.39K | 0.00% | +5+4.8% | Added |
| Financial Perspectives, Inc | 95 | $6.21K | 0.00% | 00.0% | Unchanged |
| Amundi | 95 | $6.13K | 0.00% | −6−5.9% | Reduced |
| Corebridge Financial, Inc. | 88 | $5.75K | 0.00% | −3−3.3% | Reduced |
| Signaturefd, LLC | 82 | $5.36K | 0.00% | −18−18.0% | Reduced |
| Quent Capital, LLC | 77 | $5.04K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $4.51K | 0.00% | −22−24.2% | Reduced |
| Coldstream Capital Management Inc | 67 | $4.38K | 0.00% | +67 | New |
| Hantz Financial Services, Inc. | 65 | $4.00K | 0.00% | +65 | New |
| Atlantic Trust, LLC | 58 | $3.79K | 0.00% | +58 | New |
| Smartleaf Asset Management LLC | 56 | $3.64K | 0.00% | +2+3.7% | Added |
| MAI Capital Management | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 48 | $3.14K | 0.00% | +47+4,700.0% | Added |
| Massmutual Trust Co FSB | 43 | $2.81K | 0.00% | +21+95.5% | Added |
| AdvisorNet Financial, Inc | 41 | $2.68K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 33 | $2.16K | 0.00% | +33 | New |
| Hemington Wealth Management | 40 | $2.00K | 0.00% | +7+21.2% | Added |
| Umb Bank N A | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $1.24K | 0.00% | +19 | New |
| True Wealth Design, LLC | 18 | $1.18K | 0.00% | +15+500.0% | Added |
| Golden State Wealth Management, LLC | 17 | $1.14K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $1.00K | 0.00% | +1+6.7% | Added |
| Bessemer Group Inc | 12 | $1.00K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 15 | $980 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 12 | $785 | 0.00% | −2−14.3% | Reduced |
| Valued Wealth Advisors LLC | 10 | $654 | 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 |
| Farther Finance Advisors, LLC | 6 | $399 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $393 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $327 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $261 | 0.00% | 00.0% | Unchanged |