U-Haul HoldingUHAL
13F holders, Q2 2024 (June 30)186holders −12
17new positions
31sold out
7famous investors
$61.73avg. 13F price*
At the end of Q2 2024, 186 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, down 12 from Q1 2024. 17 opened new positions and 31 sold out. The largest holders were Vanguard Group Inc. ($53.4M), Scharf Investments, LLC ($41.8M) and Smead Capital Management, Inc. ($33.8M). 7 famous investors held it, including Nelson Peltz (0.6% of Trian Fund Management's portfolio), Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio) and David Abrams (0.1% of Abrams 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $27.4M |
| Exits | 31 | $9.7M |
All 13F filers, Q1 2024 → Q2 2024: 789,539 shares bought and 899,533 shares sold, net −109,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Vanguard Group Inc. | 0.00% | Add +0.8% | 865,174 | $53.4M |
| Scharf Investments, LLC | 1.19% | Add +1.2% | 677,028 | $41.8M |
| Smead Capital Management, Inc. | 0.53% | Reduce -0.0% | 547,402 | $33.8M |
| Southpoint Capital Advisors LP | 0.81% | Add +23.3% | 530,000 | $32.7M |
| Yacktman Asset Management | 0.27% | Reduce -0.7% | 468,404 | $28.9M |
| BlackRock Inc. | 0.00% | Add +0.7% | 416,540 | $25.7M |
| Trian Fund Management | 0.59% | New | 389,700 | $24.1M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.5% | 350,079 | $21.6M |
| Norges Bank | 0.00% | Add +3.4% | 338,723 | $20.9M |
| State Street Corp. | 0.00% | Reduce -11.4% | 197,979 | $12.2M |
| Geode Capital Management, LLC | 0.00% | Add +1.4% | 157,510 | $9.7M |
| Morgan Stanley | 0.00% | Add +9.9% | 133,629 | $8.2M |
| ArrowMark Colorado Holdings LLC | 0.09% | Add +163.8% | 120,800 | $7.5M |
| Old West Investment Management, LLC | 3.07% | Add +9.5% | 112,804 | $7.0M |
| Parkwood LLC | 0.83% | Add +1.9% | 108,407 | $6.7M |
| Jacobs Levy Equity Management, Inc. | 0.03% | Reduce -5.3% | 107,562 | $6.6M |
| AQR Capital Management | 0.01% | Add +5.0% | 103,099 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.3% | 88,793 | $5.5M |
| Marshall Wace, LLP | 0.01% | Reduce -12.4% | 82,203 | $5.1M |
| Voloridge Investment Management, LLC | 0.02% | Add +42.5% | 76,790 | $4.7M |
| Bruce & Co., Inc. | 1.55% | Add +6.1% | 75,105 | $4.6M |
| Abrams Capital Management | 0.09% | Reduce -72.9% | 75,005 | $4.6M |
| Wellington Management Group LLP | 0.00% | Reduce -18.9% | 69,653 | $4.3M |
| Applied Fundamental Research, LLC | 2.78% | Add +12.9% | 61,300 | $3.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -12.6% | 44,904 | $2.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.6% | 39,484 | $2.4M |
| Northern Trust Corp. | 0.00% | Add +2.6% | 33,129 | $2.0M |
| Nuveen Asset Management, LLC | 0.00% | Add +31.5% | 28,530 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.8% | 27,500 | $1.7M |
| Artisan Partners Limited Partnership | 0.00% | Reduce -81.7% | 27,500 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -18.7% | 25,909 | $1.6M |
| Gsa Capital Partners LLP | 0.11% | Reduce -23.1% | 25,797 | $1.6M |
| Vision Capital Management, Inc. | 0.23% | Reduce -0.9% | 24,666 | $1.5M |
| Citadel Advisors | 0.00% | Add +10.0% | 22,774 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +13.7% | 22,348 | $1.4M |
| Proficio Capital Partners LLC | 0.14% | Reduce -1.6% | 20,991 | $1.3M |
| HRT Financial LP | 0.01% | Add +155.6% | 19,808 | $1.2M |
| Citigroup Inc. | 0.00% | Add +38.2% | 19,562 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.9% | 19,363 | $1.2M |
| Renaissance Technologies | 0.00% | Add +4.3% | 17,900 | $1.1M |
| Robotti Robert | 0.17% | Add +434.4% | 17,100 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Add +21.7% | 16,549 | $1.0M |
| McDonald Partners LLC | 0.27% | No change | 16,125 | $995K |
| Barnett & Company, Inc. | 0.62% | Reduce -0.4% | 14,050 | $867K |
| Punch & Associates Investment Management, Inc. | 0.05% | Reduce -0.8% | 13,948 | $861K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 13,856 | $855K |
| STRS Ohio | 0.00% | Add +22.7% | 13,423 | $829K |
| American Century Companies Inc. | 0.00% | Add +1.6% | 12,928 | $798K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.9% | 12,768 | $788K |
| Kerrisdale Advisers, LLC | 0.25% | No change | 12,714 | $785K |
| Prudential Financial Inc. | 0.00% | Add +3.3% | 12,487 | $771K |
| Oliver Lagore Vanvalin Investment Group | 0.22% | Add +23.4% | 12,459 | $769K |
| Mgo One Seven LLC | 0.03% | Reduce -3.5% | 11,600 | $716K |
| New York State Common Retirement Fund | 0.00% | Add +0.6% | 11,366 | $702K |
| Royal Bank of Canada | 0.00% | Add +5.1% | 11,111 | $685K |
| Versor Investments LP | 0.13% | Add +66.9% | 10,988 | $678K |
| Wells Fargo & Company | 0.00% | Add +2.8% | 10,964 | $677K |
| Jane Street Group, LLC | 0.00% | Reduce -11.2% | 10,627 | $656K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -23.3% | 10,618 | $655K |
| Atria Investments, Inc | 0.01% | New | 10,165 | $627K |
| Brandywine Global Investment Management, LLC | 0.00% | Add +0.9% | 9,720 | $600K |
| Goldman Sachs Group Inc. | 0.00% | Add +108.0% | 9,596 | $592K |
| Blair William & Co. | 0.00% | New | 9,538 | $589K |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 9,527 | $588K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +11.3% | 9,163 | $566K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.2% | 9,003 | $556K |
| Diversified Investment Strategies, LLC | 0.37% | Reduce -3.5% | 8,559 | $528K |
| Rhumbline Advisers | 0.00% | Reduce -1.2% | 8,530 | $527K |
| HighTower Advisors, LLC | 0.00% | Reduce -6.3% | 8,361 | $516K |
| Raymond James & Associates | 0.00% | Add +63.3% | 8,348 | $515K |
| Corient Private Wealth LP | 0.00% | New | 8,177 | $500K |
| Sanctuary Advisors, LLC | 0.00% | — | 7,660 | $497K |
| Redmont Wealth Advisors LLC | 0.76% | Reduce -21.5% | 7,759 | $479K |
| Norman Fields, Gottscho Capital Management, LLC | 0.15% | No change | 7,228 | $435K |
| Knightsbridge Asset Management, LLC | 0.10% | Reduce -1.6% | 6,565 | $405K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.9% | 6,412 | $396K |
| Oppenheimer & Close, LLC | 0.34% | No change | 6,215 | $384K |
| T. Rowe Price Associates Inc. | 0.00% | New | 5,969 | $369K |
| Ingalls & Snyder LLC | 0.02% | Reduce -0.1% | 5,911 | $365K |
| Quantinno Capital Management LP | 0.01% | Add +59.5% | 5,720 | $353K |
| Clearbridge Investments, LLC | 0.00% | Reduce -1.9% | 5,200 | $321K |
| UBS Group AG | 0.00% | Reduce -18.7% | 5,109 | $315K |
| Cibc World Markets Corp. | 0.00% | New | 5,234 | $314K |
| Intellectus Partners, LLC | 0.09% | Reduce -10.7% | 5,065 | $313K |
| First Hawaiian Bank | 0.01% | No change | 4,767 | $294K |
| LPL Financial LLC | 0.00% | Reduce -3.7% | 4,684 | $289K |
| Applied Finance Capital Management, LLC | 0.01% | New | 4,620 | $285K |
| Mraz, Amerine & Associates, Inc. | 0.06% | Reduce -5.5% | 4,457 | $275K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.4% | 4,404 | $272K |
| Verition Fund Management LLC | 0.00% | Reduce -4.0% | 4,324 | $267K |
| Lodestone Wealth Management LLC | 0.14% | Reduce -2.0% | 4,174 | $258K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.5% | 4,053 | $250K |
| Diversified Trust Co. | 0.01% | New | 4,025 | $248K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 3,952 | $244K |
| Lakewood Asset Management LLC | 0.16% | Reduce -0.9% | 3,800 | $235K |
| Altfest L J & Co. Inc. | 0.03% | Add +0.3% | 3,706 | $229K |
| Sei Investments Co. | 0.00% | Add +11.5% | 3,650 | $225K |
| Barclays PLC | 0.00% | Reduce -41.3% | 3,432 | $212K |
| Belpointe Asset Management LLC | 0.01% | New | 3,391 | $209K |
| Treasurer of the State of North Carolina | 0.00% | Reduce -2.8% | 3,350 | $207K |
"% of holder's portfolio" is UHAL's weight in each manager's 13F, not the share of U-Haul Holding Co. the manager owns.