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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 4,458 | $270.0K | 0.00% | +4,458 | New |
| First Trust Advisors LP | 4,312 | $261.1K | 0.00% | +4,312 | New |
| FMR LLC | 4,308 | $260.9K | 0.00% | +1,114+34.9% | Added |
| Lakewood Asset Management LLC | 4,269 | $258.5K | 0.17% | −28−0.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,258 | $257.9K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,048 | $245.1K | 0.07% | +253+6.7% | Added |
| Quadcap Wealth Management, LLC | 4,000 | $242.2K | 0.03% | +164+4.3% | Added |
| Treasurer of the State of North Carolina | 3,589 | $217.0K | 0.00% | −13,209−78.6% | Reduced |
| Invesco Ltd. | 3,443 | $208.5K | 0.00% | +20+0.6% | Added |
| Inkwell Capital LLC | 3,384 | $204.9K | 0.22% | −110−3.1% | Reduced |
| Mercer Global Advisors Inc | 3,321 | $201.1K | 0.00% | +91+2.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,054 | $184.9K | 0.00% | −49−1.6% | Reduced |
| RK Asset Management, LLC | 2,853 | $173.0K | 0.17% | −32−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 2,600 | $157.5K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,596 | $157.2K | 0.01% | +2,596 | New |
| Public Employees Retirement System of Ohio | 2,386 | $144.5K | 0.00% | +13+0.5% | Added |
| Walleye Trading LLC | 2,095 | $126.9K | 0.00% | +2,095 | New |
| Skylands Capital, LLC | 2,045 | $123.8K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,849 | $112.0K | 0.00% | +307+19.9% | Added |
| Systematic Financial Management LP | 1,642 | $99.4K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,533 | $92.8K | 0.03% | −74−4.6% | Reduced |
| Russell Investments Group, Ltd. | 1,483 | $89.8K | 0.00% | +742+100.1% | Added |
| Comerica Bank | 1,372 | $83.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,335 | $80.8K | 0.00% | +1,121+523.8% | Added |
| Colonial Trust Co | 1,040 | $63.0K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 980 | $59.3K | 0.00% | +267+37.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 912 | $55.2K | 0.00% | +912 | New |
| Allworth Financial LP | 878 | $53.2K | 0.00% | −41−4.5% | Reduced |
| US Bancorp | 814 | $49.3K | 0.00% | +235+40.6% | Added |
| The PNC Financial Services Group, Inc. | 764 | $46.3K | 0.00% | −347−31.2% | Reduced |
| Parallel Advisors, LLC | 756 | $45.8K | 0.00% | +617+443.9% | Added |
| O'Shaughnessy Asset Management, LLC | 727 | $44.0K | 0.00% | −23−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 724 | $43.8K | 0.00% | +516+248.1% | Added |
| EverSource Wealth Advisors, LLC | 691 | $41.8K | 0.00% | −154−18.2% | Reduced |
| Nisa Investment Advisors, LLC | 650 | $39.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 562 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 550 | $33.3K | 0.00% | +550 | New |
| Putney Financial Group LLC | 517 | $31.3K | 0.03% | 00.0% | Unchanged |
| Barclays PLC | 512 | $31.0K | 0.00% | −1,469−74.2% | Reduced |
| Investors Research Corp | 500 | $30.3K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 481 | $29.1K | 0.00% | −1,202−71.4% | Reduced |
| Spire Wealth Management | 473 | $28.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 459 | $28.0K | 0.00% | −2−0.4% | Reduced |
| Deutsche Bank AG | 451 | $27.3K | 0.00% | −180−28.5% | Reduced |
| NBC Securities, Inc. | 458 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 425 | $25.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 390 | $23.6K | 0.00% | −3−0.8% | Reduced |
| CWM, LLC | 370 | $22.0K | 0.00% | −219−37.2% | Reduced |
| Jones Financial Companies LLLP | 355 | $21.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 337 | $20.4K | 0.00% | −28−7.7% | Reduced |
| Sterling Capital Management LLC | 302 | $18.3K | 0.00% | +47+18.4% | Added |
| Atlantic Private Wealth, LLC | 300 | $18.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 293 | $17.7K | 0.00% | −2−0.7% | Reduced |
| Storebrand Asset Management AS | 261 | $15.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 182 | $11.0K | 0.00% | +77+73.3% | Added |
| Pinnacle Bancorp, Inc. | 141 | $8.54K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 118 | $7.15K | 0.00% | −91−43.5% | Reduced |
| Covestor Ltd | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 111 | $6.72K | 0.00% | −692−86.2% | Reduced |
| SJS Investment Consulting Inc. | 104 | $6.30K | 0.00% | −1−1.0% | Reduced |
| 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 |
| CVA Family Office, LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 96 | $5.81K | 0.00% | −457−82.6% | Reduced |
| Financial Perspectives, Inc | 95 | $5.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $5.45K | 0.00% | −8−8.2% | Reduced |
| Simplex Trading, LLC | 82 | $4.00K | 0.00% | −77−48.4% | Reduced |
| Atlantic Trust, LLC | 64 | $3.88K | 0.00% | +6+10.3% | Added |
| Glenmede Investment Management, LP | 54 | $3.27K | 0.00% | +54 | New |
| Assetmark, Inc | 53 | $3.21K | 0.00% | +50+1,666.7% | Added |
| Massmutual Trust Co FSB | 51 | $3.09K | 0.00% | +8+18.6% | Added |
| Farther Finance Advisors, LLC | 46 | $2.79K | 0.00% | +40+666.7% | Added |
| AdvisorNet Financial, Inc | 41 | $2.48K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $2.00K | 0.00% | +7+17.5% | Added |
| Ronald Blue Trust, Inc. | 32 | $1.94K | 0.00% | +24+300.0% | Added |
| Umb Bank N A | 30 | $1.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $1.71K | 0.00% | −28−50.0% | Reduced |
| Bell Investment Advisors, Inc | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19 | $1.15K | 0.00% | −31−62.0% | Reduced |
| Harbour Investments, Inc. | 19 | $1.15K | 0.00% | +11+137.5% | Added |
| Parkside Financial Bank & Trust | 18 | $1.09K | 0.00% | +6+50.0% | Added |
| Golden State Wealth Management, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 15 | $909 | 0.00% | +7+87.5% | Added |
| Whittier Trust Co of Nevada Inc | 15 | $908 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $666 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 10 | $606 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $485 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $484 | 0.00% | +8 | New |
| True Wealth Design, LLC | 6 | $364 | 0.00% | −12−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $364 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $363 | 0.00% | +1+20.0% | Added |
| Zions Bancorporation, National Association | 5 | $303 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $303 | 0.00% | +4+400.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $302 | 0.00% | +1+25.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 4 | $232 | 0.00% | +4 | New |
| Red Tortoise LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |