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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in U-Haul Holding Co as of Jun 30, 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
226
+25 vs. Q1 2026
Shares held
9.06M
+1.76M (+24.1%) vs. Q1 2026
Total value
$592.9M
+$244.3M (+70.1%) vs. Q1 2026
New holders
49
78 more added
Sold out
24
51 more reduced

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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.

Institutional holdersQ2 2026: 226 institutions
Q1 2021: 277 institutionsQ2 2021: 282 institutionsQ3 2021: 293 institutionsQ4 2021: 329 institutionsQ1 2022: 307 institutionsQ2 2022: 291 institutionsQ3 2022: 289 institutionsQ4 2022: 214 institutionsQ1 2023: 203 institutionsQ2 2023: 192 institutionsQ3 2023: 177 institutionsQ4 2023: 194 institutionsQ1 2024: 198 institutionsQ2 2024: 186 institutionsQ3 2024: 200 institutionsQ4 2024: 202 institutionsQ1 2025: 212 institutionsQ2 2025: 212 institutionsQ3 2025: 210 institutionsQ4 2025: 202 institutionsQ1 2026: 204 institutionsQ2 2026: 226 institutions
Value heldQ2 2026: $592.9M
Q1 2021: $4.20BQ2 2021: $4.21BQ3 2021: $4.53BQ4 2021: $5.12BQ1 2022: $4.24BQ2 2022: $3.36BQ3 2022: $3.61BQ4 2022: $483.3MQ1 2023: $447.0MQ2 2023: $419.5MQ3 2023: $407.0MQ4 2023: $506.4MQ1 2024: $488.9MQ2 2024: $440.2MQ3 2024: $557.4MQ4 2024: $527.5MQ1 2025: $480.8MQ2 2025: $488.1MQ3 2025: $400.0MQ4 2025: $377.1MQ1 2026: $348.8MQ2 2026: $592.9M
Institutions holding UHAL and their total value by quarter
QuarterHoldersValue
Q2 2026226$592.9M
Q1 2026204$348.8M
Q4 2025202$377.1M
Q3 2025210$400.0M
Q2 2025212$488.1M
Q1 2025212$480.8M
Q4 2024202$527.5M
Q3 2024200$557.4M
Q2 2024186$440.2M
Q1 2024198$488.9M
Q4 2023194$506.4M
Q3 2023177$407.0M
Q2 2023192$419.5M
Q1 2023203$447.0M
Q4 2022214$483.3M
Q3 2022289$3.61B
Q2 2022291$3.36B
Q1 2022307$4.24B
Q4 2021329$5.12B
Q3 2021293$4.53B
Q2 2021282$4.21B
Q1 2021277$4.20B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding U-Haul Holding Co; share changes are against Q1 2026.

Institutions holding UHAL in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph10$00.00%00.0%Unchanged
Navigoe, LLC1$00.00%+1New
IFP Advisors, Inc1$650.00%−1−50.0%Reduced
LRI Investments, LLC1$650.00%+1New
Private Wealth Management Group, LLC1$660.00%00.0%Unchanged
Sachetta, LLC1$660.00%+1New
DecisionPoint Financial, LLC1$670.00%+1New
Lodestone Wealth Management LLC2$1310.00%−21−91.3%Reduced
SBI Securities Co., Ltd.2$1310.00%00.0%Unchanged
Activest Wealth Management2$1310.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC2$1310.00%+1+100.0%Added
Rialto Wealth Management, LLC2$1310.00%+2New
Bartlett & Co. Wealth Management LLC3$1960.00%00.0%Unchanged
Harbour Investments, Inc.3$1960.00%00.0%Unchanged
Massmutual Trust Co FSB3$1960.00%00.0%Unchanged
Kennebec Savings Bank3$1960.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3$1960.00%+1+50.0%Added
Zions Bancorporation, National Association5$3270.00%00.0%Unchanged
Bell Investment Advisors, Inc5$3280.00%00.0%Unchanged
Strengthening Families & Communities, LLC6$3930.00%00.0%Unchanged
Atlantic Trust, LLC6$3930.00%+6New
Investors Portfolio Services LLC6$3930.00%+6New
Westfuller Advisors, LLC7$4580.00%00.0%Unchanged
LifeSteps Financial, Inc.7$4580.00%+7New
Creative Capital Management Investments LLC7$4580.00%+7New
DiNuzzo Private Wealth, Inc.7$4590.00%+1+16.7%Added
Prestige Wealth Management Group LLC8$5240.00%00.0%Unchanged
HFM Investment Advisors, LLC8$5240.00%+5+166.7%Added
Optiver Holding B.V.8$5240.00%+8New
Keating Financial Advisory Services, Inc.8$5240.00%+8New
Simplex Trading, LLC11$7190.00%+11New
Silver Grove Financial Group, Inc.12$7850.00%+12New
Clearstead Advisors, LLC12$7860.00%+12New
Action Point Financial Planning, LLC16$9810.00%+16New
Systematic Financial Management LP15$9820.00%00.0%Unchanged
Golden State Wealth Management, LLC17$1.14K0.00%00.0%Unchanged
Spire Wealth Management17$1.14K0.00%−45−72.6%Reduced
Rockefeller Capital Management L.P.19$1.24K0.00%−1,670−98.9%Reduced
Quent Capital, LLC19$1.25K0.00%+19Added
Parkside Financial Bank & Trust20$1.31K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.21$1.37K0.00%00.0%Unchanged
Fortitude Family Office, LLC21$1.37K0.00%+8+61.5%Added
JFS Wealth Advisors, LLC22$1.44K0.00%+9+69.2%Added
AdvisorNet Financial, Inc25$1.64K0.00%00.0%Unchanged
Crewe Advisors LLC25$1.64K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC36$2.36K0.00%00.0%Unchanged
Daytona Street Capital LLC40$2.70K0.00%00.0%Unchanged
Smartleaf Asset Management LLC41$2.75K0.00%00.0%Unchanged
Bellevue Asset Management, LLC61$3.99K0.00%+61New
Plato Investment Management Ltd72$4.68K0.00%+72New
Covestor Ltd80$5.00K0.00%+10+14.3%Added
Transamerica Financial Advisors, Inc.87$5.69K0.00%+11+14.5%Added
CoreCap Advisors, LLC90$5.89K0.00%00.0%Unchanged
Financial Perspectives, Inc95$6.22K0.00%00.0%Unchanged
Franklin Resources Inc99$6.48K0.00%+99New
Cedar Mountain Advisors, LLC104$6.81K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.112$7.33K0.00%00.0%Unchanged
CVA Family Office, LLC130$8.51K0.00%+3+2.4%Added
MetLife Investment Management141$9.23K0.00%−116−45.1%Reduced
SJS Investment Consulting Inc.141$9.23K0.00%+38+36.9%Added
MV Capital Management, Inc.142$9.29K0.00%+22+18.3%Added
STRS Ohio163$10.7K0.00%−21−11.4%Reduced
Blair William & Co181$11.8K0.00%+131+262.0%Added
True Wealth Design, LLC193$12.6K0.00%+46+31.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.210$13.7K0.00%+210New
EverSource Wealth Advisors, LLC221$14.5K0.00%−167−43.0%Reduced
Sterling Capital Management LLC224$14.7K0.00%+42+23.1%Added
Financial Consulate, Inc258$16.9K0.00%00.0%Unchanged
Storebrand Asset Management AS261$17.1K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)276$18.1K0.00%−1,403−83.6%Reduced
Rothschild Investment LLC288$18.8K0.00%+58+25.2%Added
ZRC Wealth Management, LLC295$19.3K0.01%00.0%Unchanged
Deutsche Bank AG308$20.2K0.00%+37+13.7%Added
Signaturefd, LLC315$20.6K0.00%+19+6.4%Added
Larson Financial Group LLC323$21.1K0.00%+149+85.6%Added
Global Retirement Partners, LLC339$22.2K0.00%+339New
The PNC Financial Services Group, Inc.348$22.8K0.00%−29−7.7%Reduced
Versant Capital Management, Inc383$25.1K0.00%+108+39.3%Added
Northwestern Mutual Wealth Management Co425$27.8K0.00%00.0%Unchanged
High Point Wealth Management, LLC430$28.1K0.02%00.0%Unchanged
National Bank of Canada447$29.2K0.00%−257−36.5%Reduced
NBC Securities, Inc.458$30.0K0.00%00.0%Unchanged
Fifth Third Bancorp532$34.8K0.00%+159+42.6%Added
Farther Finance Advisors, LLC708$46.5K0.00%+595+526.5%Added
GAMMA Investing LLC719$47.1K0.00%+138+23.8%Added
Nisa Investment Advisors, LLC728$47.6K0.00%00.0%Unchanged
CX Institutional863$56.0K0.00%+863New
US Bancorp857$56.1K0.00%+168+24.4%Added
Bank of Montreal978$64.0K0.00%+156+19.0%Added
Colonial Trust Co1,040$68.1K0.01%00.0%Unchanged
Allworth Financial LP1,095$71.7K0.00%+122+12.5%Added
Federation des caisses Desjardins du Quebec1,166$76.3K0.00%+619+113.2%Added
Nykredit A/S1,292$84.5K0.00%+1,292New
Institute for Wealth Management, LLC.1,368$89.5K0.01%+1,368New
SRS Capital Advisors, Inc.1,392$91.1K0.00%+1,058+316.8%Added
Acadian Asset Management LLC1,438$94.0K0.00%+1,438New
Picton Mahoney Asset Management1,542$100.9K0.00%+61+4.1%Added
Daiwa Securities Group Inc.1,548$101.3K0.00%+1,548New
Parallel Advisors, LLC1,668$109.2K0.00%+845+102.7%Added
KLP Kapitalforvaltning AS1,700$111.2K0.00%00.0%Unchanged