U-Haul HoldingUHAL
13F holders, Q1 2024 (March 31)198holders
7famous investors
$67.51avg. 13F price*
At the end of Q1 2024, 198 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings. The largest holders were Vanguard Group Inc. ($58.0M), Scharf Investments, LLC ($45.2M) and Smead Capital Management, Inc. ($37.0M). 7 famous investors held it, including David Abrams (0.6% of Abrams Capital Management's portfolio), Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- U-Haul Holding Co.
- CUSIP
- 023586100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $6.2M |
| Exits | 22 | $6.4M |
Ownership 198 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.1% | 858,711 | $58.0M |
| Scharf Investments, LLC | 1.22% | Add +1.7% | 668,818 | $45.2M |
| Smead Capital Management, Inc. | 0.58% | Add +2.4% | 547,554 | $37.0M |
| Yacktman Asset Management | 0.29% | Reduce -14.0% | 471,883 | $31.9M |
| Southpoint Capital Advisors LP | 0.57% | Add +186.7% | 430,000 | $29.0M |
| BlackRock Inc. | 0.00% | Add +5.7% | 413,836 | $28.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -7.5% | 355,274 | $24.0M |
| Norges Bank | 0.00% | Add +19.5% | 327,582 | $22.1M |
| Abrams Capital Management | 0.58% | Reduce -31.9% | 277,011 | $18.7M |
| FMR LLC | 0.00% | Add +0.2% | 270,226 | $18.3M |
| State Street Corp. | 0.00% | Add +2.1% | 223,363 | $15.1M |
| Geode Capital Management, LLC | 0.00% | Add +6.9% | 155,283 | $10.5M |
| Artisan Partners Limited Partnership | 0.01% | Reduce -4.0% | 150,152 | $10.1M |
| Morgan Stanley | 0.00% | Add +70.9% | 121,531 | $8.2M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -7.8% | 113,541 | $7.7M |
| Parkwood LLC | 0.75% | Add +26.1% | 106,400 | $7.2M |
| Old West Investment Management, LLC | 3.52% | Add +97.1% | 103,053 | $7.0M |
| AQR Capital Management | 0.01% | Reduce -3.0% | 98,154 | $6.5M |
| Marshall Wace, LLP | 0.01% | Reduce -13.0% | 93,800 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.0% | 85,965 | $5.8M |
| Wellington Management Group LLP | 0.00% | No change | 85,868 | $5.8M |
| Bruce & Co., Inc. | 1.61% | No change | 70,805 | $4.8M |
| Applied Fundamental Research, LLC | 2.71% | Reduce -2.3% | 54,279 | $3.7M |
| Voloridge Investment Management, LLC | 0.01% | Add +8.4% | 53,907 | $3.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.9% | 51,397 | $3.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -2.8% | 47,362 | $3.2M |
| ArrowMark Colorado Holdings LLC | 0.03% | Add +43.1% | 45,800 | $3.1M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.6% | 35,118 | $2.4M |
| Gsa Capital Partners LLP | 0.18% | Reduce -3.5% | 33,545 | $2.3M |
| Northern Trust Corp. | 0.00% | Reduce -11.4% | 32,301 | $2.2M |
| Invesco Ltd. | 0.00% | Add +498.2% | 31,867 | $2.2M |
| Two Sigma Advisers, LP | 0.00% | Add +6.3% | 30,500 | $2.1M |
| Vision Capital Management, Inc. | 0.25% | Reduce -0.3% | 24,902 | $1.7M |
| Maven Securities LTD | 0.09% | New | 23,200 | $1.6M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -20.4% | 21,696 | $1.5M |
| Proficio Capital Partners LLC | 0.16% | Add +43.2% | 21,327 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -48.0% | 20,708 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -58.2% | 19,655 | $1.3M |
| Renaissance Technologies | 0.00% | New | 17,166 | $1.2M |
| McDonald Partners LLC | 0.30% | Reduce -1.2% | 16,125 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +4.0% | 15,737 | $1.1M |
| Winmill & Co. Inc. | 0.29% | Reduce -4.0% | 15,300 | $1.0M |
| Citigroup Inc. | 0.00% | Add +23.8% | 14,152 | $956K |
| Barnett & Company, Inc. | 0.65% | Reduce -2.8% | 14,110 | $953K |
| Punch & Associates Investment Management, Inc. | 0.05% | Reduce -6.8% | 14,053 | $949K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 13,856 | $936K |
| Campbell & CO Investment Adviser LLC | 0.08% | Add +26.5% | 13,842 | $935K |
| Ameriprise Financial Inc. | 0.00% | Add +1.0% | 13,594 | $918K |
| Bank of America Corp. | 0.00% | Reduce -12.3% | 13,365 | $903K |
| American Century Companies Inc. | 0.00% | Add +2.7% | 12,731 | $860K |
| D. E. Shaw & Co. | 0.00% | Reduce -60.4% | 12,716 | $859K |
| Kerrisdale Advisers, LLC | 0.27% | No change | 12,714 | $859K |
| Financial Counselors Inc. | 0.01% | Reduce -1.2% | 12,160 | $821K |
| Prudential Financial Inc. | 0.00% | Add +2.0% | 12,087 | $816K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -47.7% | 12,072 | $815K |
| Mgo One Seven LLC | 0.04% | Reduce -26.8% | 12,025 | $812K |
| Jane Street Group, LLC | 0.00% | Reduce -0.5% | 11,963 | $808K |
| Voya Investment Management LLC | 0.00% | Reduce -2.3% | 11,911 | $804K |
| BNP Paribas Financial Markets | 0.00% | Reduce -14.6% | 11,893 | $803K |
| New York State Common Retirement Fund | 0.00% | Reduce -12.4% | 11,300 | $763K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +132.2% | 11,139 | $752K |
| STRS Ohio | 0.00% | Reduce -0.2% | 10,943 | $739K |
| Wells Fargo & Company | 0.00% | Add +3.8% | 10,666 | $720K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 10,569 | $714K |
| Oliver Lagore Vanvalin Investment Group | 0.20% | Add +12.2% | 10,097 | $682K |
| Redmont Wealth Advisors LLC | 0.93% | Add +7.5% | 9,880 | $667K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -1.0% | 9,629 | $650K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.3% | 9,301 | $628K |
| Boothbay Fund Management, LLC | 0.02% | New | 9,142 | $617K |
| Diversified Investment Strategies, LLC | 0.40% | Reduce -0.9% | 8,869 | $599K |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 8,923 | $596K |
| Rhumbline Advisers | 0.00% | Reduce -14.6% | 8,634 | $583K |
| Highlander Capital Management, LLC | 0.23% | No change | 8,570 | $579K |
| K2 Principal Fund, L.P. | 0.28% | Add +99.4% | 8,161 | $551K |
| HRT Financial LP | 0.00% | Add +18.9% | 7,751 | $523K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -10.9% | 8,233 | $491K |
| Norman Fields, Gottscho Capital Management, LLC | 0.18% | Reduce -0.7% | 7,228 | $488K |
| Knightsbridge Asset Management, LLC | 0.14% | No change | 6,670 | $479K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 7,037 | $475K |
| Versor Investments LP | 0.09% | Add +10.9% | 6,582 | $445K |
| UBS Group AG | 0.00% | Add +91.1% | 6,281 | $424K |
| Oppenheimer & Close, LLC | 0.36% | Reduce -0.5% | 6,215 | $420K |
| Ingalls & Snyder LLC | 0.02% | Reduce -5.8% | 5,918 | $400K |
| Barclays PLC | 0.00% | Reduce -1.4% | 5,848 | $395K |
| Intellectus Partners, LLC | 0.10% | Reduce -0.4% | 5,673 | $383K |
| Clearbridge Investments, LLC | 0.00% | New | 5,300 | $358K |
| Raymond James & Associates | 0.00% | Add +82.3% | 5,112 | $345K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +1.0% | 6,132 | $335K |
| Cannon Global Investment Management, LLC | 0.89% | New | 4,900 | $331K |
| LPL Financial LLC | 0.00% | Add +13.1% | 4,866 | $329K |
| First Hawaiian Bank | 0.01% | No change | 4,767 | $322K |
| Mraz, Amerine & Associates, Inc. | 0.06% | Reduce -13.0% | 4,715 | $318K |
| Goldman Sachs Group Inc. | 0.00% | Add +2.5% | 4,614 | $312K |
| Verition Fund Management LLC | 0.00% | New | 4,503 | $304K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +17.3% | 4,386 | $296K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.8% | 4,381 | $296K |
| Lodestone Wealth Management LLC | 0.15% | Add +26.1% | 4,259 | $288K |
| PEAK6 Investments LLC | 0.01% | Reduce -45.4% | 4,136 | $279K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -72.8% | 4,135 | $279K |
| RK Asset Management, LLC | 0.23% | Reduce -1.2% | 4,138 | $279K |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.