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 |
| Quadcap Wealth Management, LLC | 0.06% | Add +4.1% | 3,952 | $267K |
| Point72 Asset Management | 0.00% | New | 3,900 | $263K |
| Lakewood Asset Management LLC | 0.18% | Reduce -0.3% | 3,836 | $259K |
| XTX Topco Ltd | 0.03% | Reduce -26.3% | 3,794 | $256K |
| Altfest L J & Co. Inc. | 0.04% | New | 3,693 | $249K |
| HGI Capital Management, LLC | 0.27% | New | 3,686 | $249K |
| Quantinno Capital Management LP | 0.01% | New | 3,587 | $242K |
| Treasurer of the State of North Carolina | 0.00% | Add +0.9% | 3,446 | $233K |
| Dynamic Technology Lab Private Ltd | 0.02% | New | 3,320 | $224K |
| Sei Investments Co. | 0.00% | Add +16.4% | 3,274 | $221K |
| Storebrand Asset Management As | 0.00% | No change | 3,205 | $216K |
| Robotti Robert | 0.03% | No change | 3,200 | $216K |
| Caxton Associates LP | 0.01% | New | 3,045 | $206K |
| Motley Fool Asset Management LLC | 0.01% | Reduce -2.4% | 3,001 | $203K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -8.6% | 2,949 | $199K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.0% | 2,738 | $185K |
| Capital Investment Advisory Services, LLC | 0.02% | New | 2,690 | $182K |
| Skylands Capital, LLC | 0.02% | No change | 2,345 | $158K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +144.0% | 2,340 | $158K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -14.4% | 2,086 | $141K |
| Legal & General Group Plc | 0.00% | Reduce -55.4% | 1,966 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -86.5% | 2,074 | $131K |
| Systematic Financial Management LP | 0.00% | Reduce -2.5% | 1,919 | $130K |
| Opal Wealth Advisors, LLC | 0.04% | New | 1,771 | $120K |
| Lazard Asset Management LLC | 0.00% | Add +4.5% | 1,773 | $119K |
| Amalgamated Bank | 0.00% | Add +18.2% | 1,706 | $115K |
| Third Avenue Management LLC | 0.02% | No change | 1,456 | $98K |
| Comerica Bank | 0.00% | Reduce -9.2% | 1,349 | $91K |
| Colonial Trust Co / SC | 0.01% | Reduce -49.0% | 1,040 | $70K |
| Investors Research Corp | 0.02% | New | 1,000 | $68K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 999 | $67K |
| Deutsche Bank AG | 0.00% | Add +205.7% | 853 | $58K |
| California State Teachers Retirement System | 0.00% | Reduce -38.1% | 792 | $53K |
| Bank of Montreal | 0.00% | Reduce -2.3% | 740 | $50K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $44K |
| Clearstead Advisors, LLC | 0.00% | No change | 500 | $34K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 500 | $34K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 500 | $34K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.3% | 480 | $32K |
| Denali Advisors LLC | 0.01% | Reduce -3.3% | 474 | $32K |
| Aquatic Capital Management LLC | 0.00% | New | 400 | $27K |
| Rothschild Investment LLC | 0.00% | No change | 390 | $26K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 345 | $23K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -65.3% | 337 | $23K |
| Covestor Ltd | 0.01% | Reduce -48.5% | 310 | $21K |
| Lanark Financial, Inc. | 0.00% | No change | 308 | $21K |
| MetLife Investment Management, LLC | 0.00% | No change | 271 | $18K |
| Simplex Trading, LLC | 0.00% | New | 267 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +200.0% | 222 | $15K |
| Parallel Advisors, LLC | 0.00% | Add +10.4% | 213 | $14K |
| Atlas Capital Advisors Inc. | 0.00% | New | 157 | $11K |
| Cwm, LLC | 0.00% | Add +5.3% | 139 | $9K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 131 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 121 | $8K |
| National Bank of Canada | 0.00% | No change | 112 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +1666.7% | 106 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $7K |
| Larson Financial Group LLC | 0.00% | No change | 100 | $7K |
| Allworth Financial LP | 0.00% | No change | 99 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 90 | $6K |
| Vestcor Inc | 0.00% | Reduce -72.4% | 96 | $6K |
| American International Group, Inc. | 0.00% | Reduce -1.1% | 88 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -2.3% | 84 | $6K |
| Quent Capital, LLC | 0.00% | No change | 77 | $5K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.9% | 72 | $5K |
| First Manhattan Co. Llc. | 0.00% | No change | 60 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 53 | $4K |
| Spotlight Asset Group, Inc. | 0.00% | New | 51 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| GAMMA Investing LLC | 0.00% | Add +31.6% | 25 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -4.2% | 23 | $2K |
| Riverview Trust Co | 0.00% | New | 23 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 20 | $1K |
| AlphaQuest LLC | 0.00% | New | 19 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -80.6% | 19 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 18 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 16 | $1K |
| CI Investments Inc. | 0.00% | No change | 13 | $1K |
| Sachetta, LLC | 0.00% | No change | 12 | $862 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $811 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $676 |
| Crewe Advisors LLC | 0.00% | No change | 9 | $608 |
| Zions Bancorporation, N.A. | 0.00% | No change | 9 | $608 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $541 |
| Avior Wealth Management, LLC | 0.00% | New | 6 | $405 |
| Amundi | 0.00% | No change | 6 | $378 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $340 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 5 | $338 |
| CIBC Private Wealth Group LLC | 0.00% | New | 4 | $272 |
| Red Tortoise LLC | 0.00% | No change | 3 | $203 |
| True Wealth Design, LLC | 0.00% | Add +100.0% | 2 | $136 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -83.3% | 2 | $135 |
| IFP Advisors, Inc | 0.00% | Add +100.0% | 2 | $135 |
| TFO Wealth Partners, LLC | 0.00% | No change | 2 | $135 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $68 |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 10 | $0 |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.