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, Q1 2026
Institutional positions in U-Haul Holding Co as of Mar 31, 2026. 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
- 204
- +10 vs. Q4 2025
- Shares held
- 7.30M
- +1.24M (+20.4%) vs. Q4 2025
- Total value
- $348.8M
- +$43.2M (+14.1%) vs. Q4 2025
- New holders
- 37
- 59 more added
- Sold out
- 27
- 63 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ogorek Anthony Joseph | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 0 | $5 | 0.00% | −81−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $47 | 0.00% | −1−50.0% | Reduced |
| Private Wealth Management Group, LLC | 1 | $48 | 0.00% | −33−97.1% | Reduced |
| Raffa Wealth Management, LLC | 1 | $48 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $48 | 0.00% | +1 | New |
| O'Shaughnessy Asset Management, LLC | 2 | $96 | 0.00% | −42−95.5% | Reduced |
| IFP Advisors, Inc | 2 | $96 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $96 | 0.00% | +2 | New |
| Massmutual Trust Co FSB | 3 | $143 | 0.00% | −38−92.7% | Reduced |
| Harbour Investments, Inc. | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 3 | $143 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3 | $143 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $143 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $151 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 5 | $239 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 5 | $239 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 6 | $287 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 7 | $334 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 8 | $382 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $383 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 11 | $526 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $621 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 13 | $622 | 0.00% | −13−50.0% | Reduced |
| Systematic Financial Management LP | 15 | $717 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 17 | $832 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $957 | 0.00% | +5+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $1.00K | 0.00% | +2+10.5% | Added |
| Lodestone Wealth Management LLC | 23 | $1.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.20K | 0.00% | −16−39.0% | Reduced |
| Crewe Advisors LLC | 25 | $1.20K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 41 | $1.90K | 0.00% | −2−4.7% | Reduced |
| Daytona Street Capital LLC | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 50 | $2.39K | 0.00% | +50 | New |
| MAI Capital Management | 53 | $2.53K | 0.00% | +53 | New |
| Spire Wealth Management | 62 | $2.98K | 0.00% | −428−87.3% | Reduced |
| Covestor Ltd | 70 | $3.00K | 0.00% | −51−42.1% | Reduced |
| Root Financial Partners, LLC | 76 | $3.63K | 0.00% | +58+322.2% | Added |
| Transamerica Financial Advisors, Inc. | 76 | $3.63K | 0.00% | +62+442.9% | Added |
| CoreCap Advisors, LLC | 90 | $4.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 95 | $4.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 103 | $4.92K | 0.00% | +3+3.0% | Added |
| Cedar Mountain Advisors, LLC | 104 | $4.97K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 113 | $5.33K | 0.00% | +26+29.9% | Added |
| Pinnacle Bancorp, Inc. | 112 | $5.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 120 | $5.73K | 0.00% | +120 | New |
| CVA Family Office, LLC | 127 | $6.07K | 0.00% | +27+27.0% | Added |
| True Wealth Design, LLC | 147 | $7.02K | 0.00% | +26+21.5% | Added |
| Quadrant Capital Group LLC | 153 | $7.31K | 0.00% | −7,498−98.0% | Reduced |
| Larson Financial Group LLC | 174 | $8.31K | 0.00% | +141+427.3% | Added |
| Sterling Capital Management LLC | 182 | $8.70K | 0.00% | −133−42.2% | Reduced |
| STRS Ohio | 184 | $8.79K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 228 | $10.9K | 0.00% | +228 | New |
| Rothschild Investment LLC | 230 | $11.0K | 0.00% | +16+7.5% | Added |
| MetLife Investment Management | 257 | $12.3K | 0.00% | −9−3.4% | Reduced |
| Financial Consulate, Inc | 258 | $12.3K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 261 | $12.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 271 | $12.9K | 0.00% | −8,310−96.8% | Reduced |
| Versant Capital Management, Inc | 275 | $13.1K | 0.00% | −621−69.3% | Reduced |
| ZRC Wealth Management, LLC | 295 | $14.1K | 0.01% | −9−3.0% | Reduced |
| Signaturefd, LLC | 296 | $14.1K | 0.00% | +102+52.6% | Added |
| SRS Capital Advisors, Inc. | 334 | $16.0K | 0.00% | −325−49.3% | Reduced |
| Fifth Third Bancorp | 373 | $17.8K | 0.00% | +373 | New |
| The PNC Financial Services Group, Inc. | 377 | $18.0K | 0.00% | −136−26.5% | Reduced |
| EverSource Wealth Advisors, LLC | 388 | $18.5K | 0.00% | −494−56.0% | Reduced |
| CWM, LLC | 405 | $19.4K | 0.00% | +122+43.1% | Added |
| Northwestern Mutual Wealth Management Co | 425 | $20.3K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 430 | $20.5K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 458 | $21.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 547 | $26.1K | 0.00% | −157−22.3% | Reduced |
| GAMMA Investing LLC | 581 | $27.8K | 0.00% | +342+143.1% | Added |
| US Bancorp | 689 | $32.9K | 0.00% | −269−28.1% | Reduced |
| National Bank of Canada | 704 | $33.6K | 0.00% | +176+33.3% | Added |
| Nisa Investment Advisors, LLC | 728 | $34.8K | 0.00% | +3+0.4% | Added |
| Bank of Montreal | 822 | $39.3K | 0.00% | −152−15.6% | Reduced |
| Parallel Advisors, LLC | 823 | $39.3K | 0.00% | −41−4.7% | Reduced |
| Allworth Financial LP | 973 | $46.5K | 0.00% | +41+4.4% | Added |
| Colonial Trust Co | 1,040 | $49.7K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,058 | $50.6K | 0.01% | +1,058 | New |
| Jones Financial Companies LLLP | 1,332 | $60.9K | 0.00% | +764+134.5% | Added |
| Vanguard Global Advisers, LLC | 1,381 | $66.0K | 0.00% | +1,381 | New |
| Picton Mahoney Asset Management | 1,481 | $70.8K | 0.00% | +1,481 | New |
| Tower Research Capital LLC (TRC) | 1,679 | $80.2K | 0.00% | +4+0.2% | Added |
| Rockefeller Capital Management L.P. | 1,689 | $80.7K | 0.00% | +1,672+9,835.3% | Added |
| KLP Kapitalforvaltning AS | 1,700 | $81.2K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,927 | $92.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,978 | $94.5K | 0.00% | +1,978 | New |
| Skylands Capital, LLC | 2,045 | $97.7K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,211 | $153.4K | 0.00% | −2,858−47.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,613 | $172.6K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,917 | $187.2K | 0.00% | −1,142−22.6% | Reduced |
| Net Worth Advisory Group | 4,336 | $207.2K | 0.04% | −579−11.8% | Reduced |
| Janus Henderson Group PLC | 4,400 | $210.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 4,600 | $219.8K | 0.00% | −4,700−50.5% | Reduced |
| FMR LLC | 4,775 | $228.1K | 0.00% | −6,484−57.6% | Reduced |
| Raymond James Financial Inc | 4,911 | $234.6K | 0.00% | +4,911 | New |