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, Q2 2025
Institutional positions in U-Haul Holding Co as of Jun 30, 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
- +2 vs. Q1 2025
- Shares held
- 8.16M
- +807.9K (+11.0%) vs. Q1 2025
- Total value
- $488.1M
- +$7.87M (+1.6%) vs. Q1 2025
- New holders
- 30
- 61 more added
- Sold out
- 28
- 70 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 5 | $0 | 0.00% | −7−58.3% | Reduced |
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $61 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $121 | 0.00% | +1+100.0% | Added |
| Principal Securities, Inc. | 2 | $121 | 0.00% | +2 | New |
| Red Tortoise LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $182 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $232 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $302 | 0.00% | +1+25.0% | Added |
| Zions Bancorporation, National Association | 5 | $303 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $303 | 0.00% | +4+400.0% | Added |
| SBI Securities Co., Ltd. | 6 | $363 | 0.00% | +1+20.0% | Added |
| True Wealth Design, LLC | 6 | $364 | 0.00% | −12−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $364 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $484 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $485 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $666 | 0.00% | +11 | New |
| Whittier Trust Co of Nevada Inc | 15 | $908 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $909 | 0.00% | +7+87.5% | Added |
| Hantz Financial Services, Inc. | 9 | $1.00K | 0.00% | −56−86.2% | Reduced |
| Ci Investments Inc. | 15 | $1.00K | 0.00% | −1−6.3% | Reduced |
| Golden State Wealth Management, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 18 | $1.09K | 0.00% | +6+50.0% | Added |
| MAI Capital Management | 19 | $1.15K | 0.00% | −31−62.0% | Reduced |
| Harbour Investments, Inc. | 19 | $1.15K | 0.00% | +11+137.5% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $1.71K | 0.00% | −28−50.0% | Reduced |
| Umb Bank N A | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 32 | $1.94K | 0.00% | +24+300.0% | Added |
| Hemington Wealth Management | 47 | $2.00K | 0.00% | +7+17.5% | Added |
| AdvisorNet Financial, Inc | 41 | $2.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $2.79K | 0.00% | +40+666.7% | Added |
| Massmutual Trust Co FSB | 51 | $3.09K | 0.00% | +8+18.6% | Added |
| Assetmark, Inc | 53 | $3.21K | 0.00% | +50+1,666.7% | Added |
| Glenmede Investment Management, LP | 54 | $3.27K | 0.00% | +54 | New |
| Atlantic Trust, LLC | 64 | $3.88K | 0.00% | +6+10.3% | Added |
| Simplex Trading, LLC | 82 | $4.00K | 0.00% | −77−48.4% | Reduced |
| CoreCap Advisors, LLC | 90 | $5.45K | 0.00% | −8−8.2% | Reduced |
| Financial Perspectives, Inc | 95 | $5.75K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 96 | $5.81K | 0.00% | −457−82.6% | Reduced |
| CVA Family Office, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 104 | $6.30K | 0.00% | −5−4.6% | Reduced |
| Signaturefd, LLC | 104 | $6.30K | 0.00% | +22+26.8% | Added |
| SJS Investment Consulting Inc. | 104 | $6.30K | 0.00% | −1−1.0% | Reduced |
| Versant Capital Management, Inc | 111 | $6.72K | 0.00% | −692−86.2% | Reduced |
| Covestor Ltd | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 118 | $7.15K | 0.00% | −91−43.5% | Reduced |
| Pinnacle Bancorp, Inc. | 141 | $8.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 182 | $11.0K | 0.00% | +77+73.3% | Added |
| Storebrand Asset Management AS | 261 | $15.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 293 | $17.7K | 0.00% | −2−0.7% | Reduced |
| Atlantic Private Wealth, LLC | 300 | $18.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 302 | $18.3K | 0.00% | +47+18.4% | Added |
| SRS Capital Advisors, Inc. | 337 | $20.4K | 0.00% | −28−7.7% | Reduced |
| Jones Financial Companies LLLP | 355 | $21.6K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 370 | $22.0K | 0.00% | −219−37.2% | Reduced |
| Rothschild Investment LLC | 390 | $23.6K | 0.00% | −3−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 425 | $25.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 458 | $27.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 451 | $27.3K | 0.00% | −180−28.5% | Reduced |
| Amalgamated Bank | 459 | $28.0K | 0.00% | −2−0.4% | Reduced |
| Spire Wealth Management | 473 | $28.6K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 481 | $29.1K | 0.00% | −1,202−71.4% | Reduced |
| Investors Research Corp | 500 | $30.3K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 512 | $31.0K | 0.00% | −1,469−74.2% | Reduced |
| Putney Financial Group LLC | 517 | $31.3K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 550 | $33.3K | 0.00% | +550 | New |
| California State Teachers Retirement System | 562 | $34.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 650 | $39.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 691 | $41.8K | 0.00% | −154−18.2% | Reduced |
| Tower Research Capital LLC (TRC) | 724 | $43.8K | 0.00% | +516+248.1% | Added |
| O'Shaughnessy Asset Management, LLC | 727 | $44.0K | 0.00% | −23−3.1% | Reduced |
| Parallel Advisors, LLC | 756 | $45.8K | 0.00% | +617+443.9% | Added |
| The PNC Financial Services Group, Inc. | 764 | $46.3K | 0.00% | −347−31.2% | Reduced |
| US Bancorp | 814 | $49.3K | 0.00% | +235+40.6% | Added |
| Allworth Financial LP | 878 | $53.2K | 0.00% | −41−4.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 912 | $55.2K | 0.00% | +912 | New |
| Bank of Montreal | 980 | $59.3K | 0.00% | +267+37.4% | Added |
| Colonial Trust Co | 1,040 | $63.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,335 | $80.8K | 0.00% | +1,121+523.8% | Added |
| Comerica Bank | 1,372 | $83.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,483 | $89.8K | 0.00% | +742+100.1% | Added |
| Opal Wealth Advisors, LLC | 1,533 | $92.8K | 0.03% | −74−4.6% | Reduced |
| Systematic Financial Management LP | 1,642 | $99.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,849 | $112.0K | 0.00% | +307+19.9% | Added |
| Skylands Capital, LLC | 2,045 | $123.8K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,095 | $126.9K | 0.00% | +2,095 | New |
| Public Employees Retirement System of Ohio | 2,386 | $144.5K | 0.00% | +13+0.5% | Added |
| Point72 (DIFC) Ltd | 2,596 | $157.2K | 0.01% | +2,596 | New |
| KLP Kapitalforvaltning AS | 2,600 | $157.5K | 0.00% | 00.0% | Unchanged |
| RK Asset Management, LLC | 2,853 | $173.0K | 0.17% | −32−1.1% | Reduced |