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 |
|---|---|---|---|---|---|
| Shay Capital LLC | 4,500 | $256.8K | 0.05% | +4,500 | New |
| Lakewood Asset Management LLC | 4,269 | $243.6K | 0.15% | 00.0% | Unchanged |
| Axq Capital, LP | 4,213 | $240.4K | 0.09% | −594−12.4% | Reduced |
| Mraz, Amerine & Associates, Inc. | 4,162 | $237.5K | 0.04% | −96−2.3% | Reduced |
| Optas, LLC | 4,131 | $235.8K | 0.04% | +4,131 | New |
| FourThought Financial Partners, LLC | 3,972 | $226.7K | 0.02% | +3,972 | New |
| Quadcap Wealth Management, LLC | 3,918 | $223.6K | 0.03% | −82−2.1% | Reduced |
| Brevan Howard Capital Management LP | 3,821 | $218.1K | 0.00% | +3,821 | New |
| Police & Firemen's Retirement System of New Jersey | 3,613 | $206.2K | 0.00% | +559+18.3% | Added |
| FMR LLC | 3,478 | $198.5K | 0.00% | −830−19.3% | Reduced |
| Russell Investments Group, Ltd. | 3,351 | $191.2K | 0.00% | +1,868+126.0% | Added |
| State of Wyoming | 3,023 | $172.5K | 0.02% | +3,023 | New |
| RK Asset Management, LLC | 2,849 | $163.0K | 0.15% | −4−0.1% | Reduced |
| KLP Kapitalforvaltning AS | 2,600 | $148.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,400 | $137.0K | 0.00% | +14+0.6% | Added |
| Skylands Capital, LLC | 2,045 | $116.7K | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,690 | $96.4K | 0.00% | −159−8.6% | Reduced |
| Point72 (DIFC) Ltd | 1,424 | $81.3K | 0.01% | −1,172−45.1% | Reduced |
| Comerica Bank | 1,356 | $77.4K | 0.00% | −16−1.2% | Reduced |
| Systematic Financial Management LP | 1,142 | $65.2K | 0.00% | −500−30.5% | Reduced |
| Colonial Trust Co | 1,040 | $59.4K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 991 | $56.6K | 0.00% | +264+36.3% | Added |
| Allworth Financial LP | 988 | $56.4K | 0.00% | +110+12.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 981 | $56.0K | 0.01% | +981 | New |
| US Bancorp | 939 | $53.6K | 0.00% | +125+15.4% | Added |
| Tower Research Capital LLC (TRC) | 903 | $51.5K | 0.00% | +179+24.7% | Added |
| Parallel Advisors, LLC | 764 | $43.6K | 0.00% | +8+1.1% | Added |
| Bank of Montreal | 734 | $41.9K | 0.00% | −246−25.1% | Reduced |
| Versant Capital Management, Inc | 663 | $37.8K | 0.01% | +552+497.3% | Added |
| Nisa Investment Advisors, LLC | 650 | $37.1K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 645 | $36.8K | 0.00% | +645 | New |
| EverSource Wealth Advisors, LLC | 631 | $36.0K | 0.00% | −60−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 606 | $34.6K | 0.00% | −158−20.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 605 | $34.5K | 0.00% | +605 | New |
| California State Teachers Retirement System | 562 | $32.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 525 | $30.0K | 0.00% | −810−60.7% | Reduced |
| Ameritas Advisory Services, LLC | 500 | $28.5K | 0.00% | −50−9.1% | Reduced |
| Investors Research Corp | 500 | $28.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 492 | $28.0K | 0.00% | +492 | New |
| Spire Wealth Management | 490 | $28.0K | 0.00% | +17+3.6% | Added |
| NBC Securities, Inc. | 458 | $26.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 456 | $26.1K | 0.00% | +101+28.5% | Added |
| Amalgamated Bank | 462 | $26.0K | 0.00% | +3+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $24.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 392 | $22.4K | 0.00% | +2+0.5% | Added |
| FNY Investment Advisers, LLC | 342 | $19.0K | 0.01% | +342 | New |
| Sterling Capital Management LLC | 298 | $17.0K | 0.00% | −4−1.3% | Reduced |
| MetLife Investment Management | 266 | $15.2K | 0.00% | +266 | New |
| Storebrand Asset Management AS | 261 | $14.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 222 | $12.7K | 0.00% | +118+113.5% | Added |
| STRS Ohio | 184 | $10.5K | 0.00% | −30,166−99.4% | Reduced |
| Quent Capital, LLC | 169 | $9.65K | 0.00% | +169 | New |
| Quadrant Capital Group LLC | 158 | $9.02K | 0.00% | +158 | New |
| CWM, LLC | 161 | $9.00K | 0.00% | −209−56.5% | Reduced |
| GAMMA Investing LLC | 149 | $8.50K | 0.00% | +31+26.3% | Added |
| Pinnacle Bancorp, Inc. | 141 | $8.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 294 | $7.13K | 0.00% | +294 | New |
| Covestor Ltd | 116 | $7.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 117 | $6.68K | 0.00% | +13+12.5% | Added |
| Financial Consulate, Inc | 108 | $6.16K | 0.00% | +108 | New |
| Cedar Mountain Advisors, LLC | 104 | $5.93K | 0.00% | +104 | New |
| CVA Family Office, LLC | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 98 | $5.59K | 0.00% | +92+1,533.3% | Added |
| Financial Perspectives, Inc | 95 | $5.42K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $5.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 88 | $5.02K | 0.00% | −16−15.4% | Reduced |
| Wealthspire Advisors, LLC | 57 | $3.25K | 0.00% | +57 | New |
| Larson Financial Group LLC | 54 | $3.08K | 0.00% | −128−70.3% | Reduced |
| Farther Finance Advisors, LLC | 51 | $2.91K | 0.00% | +5+10.9% | Added |
| Smartleaf Asset Management LLC | 50 | $2.88K | 0.00% | +22+78.6% | Added |
| AdvisorNet Financial, Inc | 41 | $2.34K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 39 | $2.23K | 0.00% | +39 | New |
| Private Wealth Asset Management, LLC | 36 | $2.06K | 0.00% | −257−87.7% | Reduced |
| AE Wealth Management LLC | 36 | $2.05K | 0.00% | +36 | New |
| Hemington Wealth Management | 38 | $2.00K | 0.00% | −9−19.1% | Reduced |
| Umb Bank N A | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $1.48K | 0.00% | −27−50.9% | Reduced |
| Crewe Advisors LLC | 25 | $1.43K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 23 | $1.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 21 | $1.20K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $1.08K | 0.00% | +1+5.6% | Added |
| Ci Investments Inc. | 14 | $1.00K | 0.00% | −1−6.7% | Reduced |
| Golden State Wealth Management, LLC | 17 | $993 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 15 | $856 | 0.00% | −4−21.1% | Reduced |
| Brown Brothers Harriman & Co | 11 | $628 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $571 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $399 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $346 | 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 |
| Zions Bancorporation, National Association | 5 | $285 | 0.00% | 00.0% | Unchanged |
| 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 |
| MV Capital Management, Inc. | 2 | $115 | 0.00% | −3−60.0% | Reduced |
| 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 |