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, Q4 2025
Institutional positions in U-Haul Holding Co as of Dec 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
- 202
- −3 vs. Q3 2025
- Shares held
- 7.48M
- +390.9K (+5.5%) vs. Q3 2025
- Total value
- $377.1M
- −$22.5M (−5.6%) vs. Q3 2025
- New holders
- 33
- 70 more added
- Sold out
- 36
- 62 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q3 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 |
| Sachetta, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| Harbour Investments, Inc. | 3 | $151 | 0.00% | −12−80.0% | Reduced |
| Red Tortoise LLC | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $151 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $151 | 0.00% | +3 | New |
| Zions Bancorporation, National Association | 5 | $252 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $253 | 0.00% | −18−78.3% | Reduced |
| Strengthening Families & Communities, LLC | 6 | $302 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $353 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $403 | 0.00% | −18−69.2% | Reduced |
| Prestige Wealth Management Group LLC | 8 | $404 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $504 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 9 | $506 | 0.00% | −285−96.9% | Reduced |
| Brown Brothers Harriman & Co | 11 | $555 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $706 | 0.00% | +12+600.0% | Added |
| Systematic Financial Management LP | 15 | $756 | 0.00% | −1,127−98.7% | Reduced |
| ORG Partners LLC | 15 | $756 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 15 | $757 | 0.00% | −4−21.1% | Reduced |
| Rockefeller Capital Management L.P. | 17 | $857 | 0.00% | −628−97.4% | Reduced |
| Golden State Wealth Management, LLC | 17 | $877 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 18 | $907 | 0.00% | −21−53.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19 | $958 | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 19 | $958 | 0.00% | +19 | New |
| Lodestone Wealth Management LLC | 23 | $1.16K | 0.00% | +23 | New |
| Crewe Advisors LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.31K | 0.00% | +5+23.8% | Added |
| Umb Bank N A | 30 | $1.51K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 29 | $1.52K | 0.00% | +29 | New |
| Larson Financial Group LLC | 33 | $1.66K | 0.00% | −21−38.9% | Reduced |
| Private Wealth Management Group, LLC | 34 | $1.71K | 0.00% | +33+3,300.0% | Added |
| Private Wealth Asset Management, LLC | 36 | $1.81K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 40 | $2.02K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 41 | $2.07K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $2.07K | 0.00% | +38+1,266.7% | Added |
| Smartleaf Asset Management LLC | 43 | $2.19K | 0.00% | −7−14.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44 | $2.22K | 0.00% | −947−95.6% | Reduced |
| Redmont Wealth Advisors LLC | 81 | $4.08K | 0.01% | −5,773−98.6% | Reduced |
| Quent Capital, LLC | 81 | $4.09K | 0.00% | −88−52.1% | Reduced |
| Farther Finance Advisors, LLC | 87 | $4.39K | 0.00% | +36+70.6% | Added |
| CoreCap Advisors, LLC | 90 | $4.54K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 95 | $4.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $5.04K | 0.00% | −122−55.0% | Reduced |
| CVA Family Office, LLC | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 100 | $5.04K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 104 | $5.24K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 106 | $5.34K | 0.00% | −11−9.4% | Reduced |
| Pinnacle Bancorp, Inc. | 112 | $5.65K | 0.00% | −29−20.6% | Reduced |
| Covestor Ltd | 121 | $6.00K | 0.00% | +5+4.3% | Added |
| True Wealth Design, LLC | 121 | $6.10K | 0.00% | +23+23.5% | Added |
| STRS Ohio | 184 | $9.28K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 194 | $9.78K | 0.00% | +106+120.5% | Added |
| Rothschild Investment LLC | 214 | $10.8K | 0.00% | −178−45.4% | Reduced |
| GAMMA Investing LLC | 239 | $12.0K | 0.00% | +90+60.4% | Added |
| Financial Consulate, Inc | 258 | $13.0K | 0.00% | +150+138.9% | Added |
| Storebrand Asset Management AS | 261 | $13.2K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 266 | $13.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 283 | $14.0K | 0.00% | +122+75.8% | Added |
| ZRC Wealth Management, LLC | 304 | $15.3K | 0.01% | +304 | New |
| Sterling Capital Management LLC | 315 | $15.9K | 0.00% | +17+5.7% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $21.4K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 430 | $21.7K | 0.02% | +430 | New |
| BNP Paribas Arbitrage, SA | 436 | $22.0K | 0.00% | −25,671−98.3% | Reduced |
| NBC Securities, Inc. | 458 | $23.1K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 471 | $24.0K | 0.00% | +9+1.9% | Added |
| Spire Wealth Management | 490 | $24.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 513 | $25.9K | 0.00% | −93−15.3% | Reduced |
| National Bank of Canada | 528 | $26.6K | 0.00% | +3+0.6% | Added |
| Jones Financial Companies LLLP | 568 | $28.6K | 0.00% | +112+24.6% | Added |
| Simplex Trading, LLC | 623 | $31.4K | 0.00% | −13,402−95.6% | Reduced |
| SRS Capital Advisors, Inc. | 659 | $33.2K | 0.00% | −9,372−93.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 704 | $35.5K | 0.00% | +99+16.4% | Added |
| Nisa Investment Advisors, LLC | 725 | $36.5K | 0.00% | +75+11.5% | Added |
| Parallel Advisors, LLC | 864 | $43.6K | 0.00% | +100+13.1% | Added |
| EverSource Wealth Advisors, LLC | 882 | $44.5K | 0.00% | +251+39.8% | Added |
| Versant Capital Management, Inc | 896 | $45.2K | 0.01% | +233+35.1% | Added |
| Allworth Financial LP | 932 | $47.0K | 0.00% | −56−5.7% | Reduced |
| US Bancorp | 958 | $48.3K | 0.00% | +19+2.0% | Added |
| Bank of Montreal | 974 | $49.1K | 0.00% | +240+32.7% | Added |
| Colonial Trust Co | 1,040 | $52.4K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 1,257 | $63.4K | 0.00% | −99−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 1,675 | $84.4K | 0.00% | +772+85.5% | Added |
| KLP Kapitalforvaltning AS | 1,700 | $85.7K | 0.00% | −900−34.6% | Reduced |
| Great West Life Assurance Co | 1,927 | $97.0K | 0.00% | +1,927 | New |
| Skylands Capital, LLC | 2,045 | $103.1K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 2,313 | $116.6K | 0.00% | −87−3.6% | Reduced |
| State of Wyoming | 2,494 | $125.7K | 0.01% | −529−17.5% | Reduced |
| RK Asset Management, LLC | 2,850 | $144.0K | 0.14% | +10.0% | Added |
| Russell Investments Group, Ltd. | 3,604 | $181.7K | 0.00% | +253+7.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,613 | $182.1K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,028 | $203.3K | 0.00% | +4,028 | New |
| Mraz, Amerine & Associates, Inc. | 4,156 | $209.5K | 0.03% | −6−0.1% | Reduced |
| SEI Investments Co | 4,333 | $218.4K | 0.00% | +4,333 | New |
| Janus Henderson Group PLC | 4,400 | $222.0K | 0.00% | +4,400 | New |
| Inscription Capital, LLC | 4,423 | $223.0K | 0.02% | +4,423 | New |