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, Q3 2025
Institutional positions in U-Haul Holding Co as of Sep 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
- 210
- +1 vs. Q2 2025
- Shares held
- 7.10M
- −517.5K (−6.8%) vs. Q2 2025
- Total value
- $400.0M
- −$55.0M (−12.1%) vs. Q2 2025
- New holders
- 37
- 59 more added
- Sold out
- 36
- 69 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q2 2025.
| 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 |
| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Guerra Advisors Inc | 0 | $28 | 0.00% | 0 | New |
| Essential Partners LLC | 1 | $57 | 0.00% | −2−66.7% | Reduced |
| Sachetta, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $114 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $114 | 0.00% | +2 | New |
| Advisory Services Network, LLC | 2 | $114 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $114 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $115 | 0.00% | −3−60.0% | Reduced |
| Massmutual Trust Co FSB | 3 | $171 | 0.00% | −48−94.1% | Reduced |
| Red Tortoise LLC | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $285 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $342 | 0.00% | −9−60.0% | Reduced |
| SBI Securities Co., Ltd. | 6 | $342 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $346 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $399 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $571 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $628 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $856 | 0.00% | −4−21.1% | Reduced |
| Golden State Wealth Management, LLC | 17 | $993 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| Parkside Financial Bank & Trust | 19 | $1.08K | 0.00% | +1+5.6% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $1.31K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $1.43K | 0.00% | +25 | New |
| Assetmark, Inc | 26 | $1.48K | 0.00% | −27−50.9% | Reduced |
| Umb Bank N A | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 38 | $2.00K | 0.00% | −9−19.1% | Reduced |
| AE Wealth Management LLC | 36 | $2.05K | 0.00% | +36 | New |
| Private Wealth Asset Management, LLC | 36 | $2.06K | 0.00% | −257−87.7% | Reduced |
| Root Financial Partners, LLC | 39 | $2.23K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 41 | $2.34K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 50 | $2.88K | 0.00% | +22+78.6% | Added |
| Farther Finance Advisors, LLC | 51 | $2.91K | 0.00% | +5+10.9% | Added |
| Larson Financial Group LLC | 54 | $3.08K | 0.00% | −128−70.3% | Reduced |
| Wealthspire Advisors, LLC | 57 | $3.25K | 0.00% | +57 | New |
| Signaturefd, LLC | 88 | $5.02K | 0.00% | −16−15.4% | Reduced |
| CoreCap Advisors, LLC | 90 | $5.14K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 95 | $5.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 98 | $5.59K | 0.00% | +92+1,533.3% | Added |
| CVA Family Office, LLC | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $5.93K | 0.00% | +104 | New |
| Financial Consulate, Inc | 108 | $6.16K | 0.00% | +108 | New |
| CIBC Private Wealth Group, LLC | 117 | $6.68K | 0.00% | +13+12.5% | Added |
| Covestor Ltd | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 294 | $7.13K | 0.00% | +294 | New |
| Pinnacle Bancorp, Inc. | 141 | $8.05K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 149 | $8.50K | 0.00% | +31+26.3% | Added |
| CWM, LLC | 161 | $9.00K | 0.00% | −209−56.5% | Reduced |
| Quadrant Capital Group LLC | 158 | $9.02K | 0.00% | +158 | New |
| Quent Capital, LLC | 169 | $9.65K | 0.00% | +169 | New |
| STRS Ohio | 184 | $10.5K | 0.00% | −30,166−99.4% | Reduced |
| SJS Investment Consulting Inc. | 222 | $12.7K | 0.00% | +118+113.5% | Added |
| Storebrand Asset Management AS | 261 | $14.9K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 266 | $15.2K | 0.00% | +266 | New |
| Sterling Capital Management LLC | 298 | $17.0K | 0.00% | −4−1.3% | Reduced |
| FNY Investment Advisers, LLC | 342 | $19.0K | 0.01% | +342 | New |
| Rothschild Investment LLC | 392 | $22.4K | 0.00% | +2+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $24.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 462 | $26.0K | 0.00% | +3+0.7% | Added |
| Jones Financial Companies LLLP | 456 | $26.1K | 0.00% | +101+28.5% | Added |
| NBC Securities, Inc. | 458 | $26.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 490 | $28.0K | 0.00% | +17+3.6% | Added |
| Capital Analysts, LLC | 492 | $28.0K | 0.00% | +492 | New |
| Ameritas Advisory Services, LLC | 500 | $28.5K | 0.00% | −50−9.1% | Reduced |
| Investors Research Corp | 500 | $28.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 525 | $30.0K | 0.00% | −810−60.7% | Reduced |
| California State Teachers Retirement System | 562 | $32.1K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 605 | $34.5K | 0.00% | +605 | New |
| The PNC Financial Services Group, Inc. | 606 | $34.6K | 0.00% | −158−20.7% | Reduced |
| EverSource Wealth Advisors, LLC | 631 | $36.0K | 0.00% | −60−8.7% | Reduced |
| Rockefeller Capital Management L.P. | 645 | $36.8K | 0.00% | +645 | New |
| Nisa Investment Advisors, LLC | 650 | $37.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 663 | $37.8K | 0.01% | +552+497.3% | Added |
| Bank of Montreal | 734 | $41.9K | 0.00% | −246−25.1% | Reduced |
| Parallel Advisors, LLC | 764 | $43.6K | 0.00% | +8+1.1% | Added |
| Tower Research Capital LLC (TRC) | 903 | $51.5K | 0.00% | +179+24.7% | Added |
| US Bancorp | 939 | $53.6K | 0.00% | +125+15.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 981 | $56.0K | 0.01% | +981 | New |
| Allworth Financial LP | 988 | $56.4K | 0.00% | +110+12.5% | Added |
| O'Shaughnessy Asset Management, LLC | 991 | $56.6K | 0.00% | +264+36.3% | Added |
| Colonial Trust Co | 1,040 | $59.4K | 0.01% | 00.0% | Unchanged |
| Systematic Financial Management LP | 1,142 | $65.2K | 0.00% | −500−30.5% | Reduced |
| Comerica Bank | 1,356 | $77.4K | 0.00% | −16−1.2% | Reduced |
| Point72 (DIFC) Ltd | 1,424 | $81.3K | 0.01% | −1,172−45.1% | Reduced |
| Legal & General Group Plc | 1,690 | $96.4K | 0.00% | −159−8.6% | Reduced |
| Skylands Capital, LLC | 2,045 | $116.7K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,400 | $137.0K | 0.00% | +14+0.6% | Added |
| KLP Kapitalforvaltning AS | 2,600 | $148.4K | 0.00% | 00.0% | Unchanged |
| RK Asset Management, LLC | 2,849 | $163.0K | 0.15% | −4−0.1% | Reduced |
| State of Wyoming | 3,023 | $172.5K | 0.02% | +3,023 | New |
| Russell Investments Group, Ltd. | 3,351 | $191.2K | 0.00% | +1,868+126.0% | Added |