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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 4,902 | $247.1K | 0.00% | +4,902 | New |
| Legacy Capital Group California, Inc. | 4,801 | $242.0K | 0.06% | +204+4.4% | Added |
| Inscription Capital, LLC | 4,423 | $223.0K | 0.02% | +4,423 | New |
| Janus Henderson Group PLC | 4,400 | $222.0K | 0.00% | +4,400 | New |
| SEI Investments Co | 4,333 | $218.4K | 0.00% | +4,333 | New |
| Mraz, Amerine & Associates, Inc. | 4,156 | $209.5K | 0.03% | −6−0.1% | Reduced |
| CI Private Wealth, LLC | 4,028 | $203.3K | 0.00% | +4,028 | New |
| Police & Firemen's Retirement System of New Jersey | 3,613 | $182.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,604 | $181.7K | 0.00% | +253+7.5% | Added |
| RK Asset Management, LLC | 2,850 | $144.0K | 0.14% | +10.0% | Added |
| State of Wyoming | 2,494 | $125.7K | 0.01% | −529−17.5% | Reduced |
| Public Employees Retirement System of Ohio | 2,313 | $116.6K | 0.00% | −87−3.6% | Reduced |
| Skylands Capital, LLC | 2,045 | $103.1K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,927 | $97.0K | 0.00% | +1,927 | New |
| KLP Kapitalforvaltning AS | 1,700 | $85.7K | 0.00% | −900−34.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,675 | $84.4K | 0.00% | +772+85.5% | Added |
| Comerica Bank | 1,257 | $63.4K | 0.00% | −99−7.3% | Reduced |
| Colonial Trust Co | 1,040 | $52.4K | 0.01% | 00.0% | Unchanged |
| Bank of Montreal | 974 | $49.1K | 0.00% | +240+32.7% | Added |
| US Bancorp | 958 | $48.3K | 0.00% | +19+2.0% | Added |
| Allworth Financial LP | 932 | $47.0K | 0.00% | −56−5.7% | Reduced |
| Versant Capital Management, Inc | 896 | $45.2K | 0.01% | +233+35.1% | Added |
| EverSource Wealth Advisors, LLC | 882 | $44.5K | 0.00% | +251+39.8% | Added |
| Parallel Advisors, LLC | 864 | $43.6K | 0.00% | +100+13.1% | Added |
| Nisa Investment Advisors, LLC | 725 | $36.5K | 0.00% | +75+11.5% | Added |
| Federation des caisses Desjardins du Quebec | 704 | $35.5K | 0.00% | +99+16.4% | Added |
| SRS Capital Advisors, Inc. | 659 | $33.2K | 0.00% | −9,372−93.4% | Reduced |
| Simplex Trading, LLC | 623 | $31.4K | 0.00% | −13,402−95.6% | Reduced |
| Jones Financial Companies LLLP | 568 | $28.6K | 0.00% | +112+24.6% | Added |
| National Bank of Canada | 528 | $26.6K | 0.00% | +3+0.6% | Added |
| The PNC Financial Services Group, Inc. | 513 | $25.9K | 0.00% | −93−15.3% | Reduced |
| Spire Wealth Management | 490 | $24.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 471 | $24.0K | 0.00% | +9+1.9% | Added |
| NBC Securities, Inc. | 458 | $23.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 436 | $22.0K | 0.00% | −25,671−98.3% | Reduced |
| High Point Wealth Management, LLC | 430 | $21.7K | 0.02% | +430 | New |
| Northwestern Mutual Wealth Management Co | 425 | $21.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 315 | $15.9K | 0.00% | +17+5.7% | Added |
| ZRC Wealth Management, LLC | 304 | $15.3K | 0.01% | +304 | New |
| CWM, LLC | 283 | $14.0K | 0.00% | +122+75.8% | Added |
| MetLife Investment Management | 266 | $13.4K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 261 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 258 | $13.0K | 0.00% | +150+138.9% | Added |
| GAMMA Investing LLC | 239 | $12.0K | 0.00% | +90+60.4% | Added |
| Rothschild Investment LLC | 214 | $10.8K | 0.00% | −178−45.4% | Reduced |
| Signaturefd, LLC | 194 | $9.78K | 0.00% | +106+120.5% | Added |
| STRS Ohio | 184 | $9.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 121 | $6.10K | 0.00% | +23+23.5% | Added |
| Covestor Ltd | 121 | $6.00K | 0.00% | +5+4.3% | Added |
| Pinnacle Bancorp, Inc. | 112 | $5.65K | 0.00% | −29−20.6% | Reduced |
| CIBC Private Wealth Group, LLC | 106 | $5.34K | 0.00% | −11−9.4% | Reduced |
| Cedar Mountain Advisors, LLC | 104 | $5.24K | 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 |
| Financial Perspectives, Inc | 95 | $4.79K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 90 | $4.54K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 87 | $4.39K | 0.00% | +36+70.6% | Added |
| Quent Capital, LLC | 81 | $4.09K | 0.00% | −88−52.1% | Reduced |
| Redmont Wealth Advisors LLC | 81 | $4.08K | 0.01% | −5,773−98.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44 | $2.22K | 0.00% | −947−95.6% | Reduced |
| Smartleaf Asset Management LLC | 43 | $2.19K | 0.00% | −7−14.0% | Reduced |
| 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 |
| Daytona Street Capital LLC | 40 | $2.02K | 0.00% | +40 | New |
| Private Wealth Asset Management, LLC | 36 | $1.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 34 | $1.71K | 0.00% | +33+3,300.0% | Added |
| Larson Financial Group LLC | 33 | $1.66K | 0.00% | −21−38.9% | Reduced |
| Los Angeles Capital Management LLC | 29 | $1.52K | 0.00% | +29 | New |
| Umb Bank N A | 30 | $1.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.31K | 0.00% | +5+23.8% | Added |
| Crewe Advisors LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 23 | $1.16K | 0.00% | +23 | New |
| Pinnacle Wealth Planning Services, Inc. | 19 | $958 | 0.00% | +19 | New |
| Global Retirement Partners, LLC | 19 | $958 | 0.00% | +19 | New |
| Root Financial Partners, LLC | 18 | $907 | 0.00% | −21−53.8% | Reduced |
| Golden State Wealth Management, LLC | 17 | $877 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17 | $857 | 0.00% | −628−97.4% | Reduced |
| Parkside Financial Bank & Trust | 15 | $757 | 0.00% | −4−21.1% | Reduced |
| Systematic Financial Management LP | 15 | $756 | 0.00% | −1,127−98.7% | Reduced |
| ORG Partners LLC | 15 | $756 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 14 | $706 | 0.00% | +12+600.0% | Added |
| Brown Brothers Harriman & Co | 11 | $555 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $506 | 0.00% | −285−96.9% | Reduced |
| Huntington National Bank | 10 | $504 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 8 | $404 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $403 | 0.00% | −18−69.2% | Reduced |
| Westfuller Advisors, LLC | 7 | $353 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $303 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $302 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $253 | 0.00% | −18−78.3% | Reduced |
| Zions Bancorporation, National Association | 5 | $252 | 0.00% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $101 | 0.00% | −4−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |