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 |
| Virtu Financial LLC | 0.01% | New | 3,303 | $204K |
| RK Asset Management, LLC | 0.17% | Reduce -21.6% | 3,243 | $200K |
| Storebrand Asset Management As | 0.00% | No change | 3,205 | $198K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -0.4% | 2,937 | $181K |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.3% | 2,823 | $174K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,690 | $166K |
| Skylands Capital, LLC | 0.02% | No change | 2,345 | $145K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.1% | 2,245 | $139K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -3.1% | 2,021 | $125K |
| Bank of America Corp. | 0.00% | Reduce -85.4% | 1,953 | $121K |
| Legal & General Group Plc | 0.00% | Reduce -0.8% | 1,950 | $120K |
| Osaic Holdings, Inc. | 0.00% | Reduce -30.8% | 1,894 | $117K |
| Systematic Financial Management LP | 0.00% | Reduce -2.1% | 1,879 | $116K |
| Opal Wealth Advisors, LLC | 0.04% | Add +0.7% | 1,783 | $110K |
| FMR LLC | 0.00% | Reduce -99.4% | 1,738 | $107K |
| Lazard Asset Management LLC | 0.00% | Reduce -10.7% | 1,584 | $97K |
| National Bank of Canada | 0.00% | Add +1204.5% | 1,461 | $90K |
| Third Avenue Management LLC | 0.02% | No change | 1,456 | $90K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -35.7% | 1,334 | $89K |
| Amalgamated Bank | 0.00% | Reduce -18.4% | 1,393 | $86K |
| Comerica Bank | 0.00% | Add +0.1% | 1,350 | $83K |
| Bank of Montreal | 0.00% | Add +58.9% | 1,176 | $75K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $64K |
| Investors Research Corp | 0.01% | No change | 1,000 | $62K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.1% | 998 | $62K |
| Ashton Thomas Securities, LLC | 0.01% | — | 679 | $41K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $40K |
| Covestor Ltd | 0.03% | Add +102.6% | 628 | $39K |
| California State Teachers Retirement System | 0.00% | Reduce -26.4% | 583 | $36K |
| Deutsche Bank AG | 0.00% | Reduce -38.9% | 521 | $32K |
| Game Plan Financial Advisors, LLC | 0.02% | No change | 500 | $31K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 500 | $31K |
| Spire Wealth Management | 0.00% | New | 458 | $28K |
| Lanark Financial, Inc. | 0.00% | Add +48.7% | 458 | $28K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 450 | $28K |
| Simplex Trading, LLC | 0.00% | Add +52.1% | 406 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 390 | $24K |
| US Bancorp \de | 0.00% | Add +1.4% | 350 | $22K |
| Cwm, LLC | 0.00% | Add +143.2% | 338 | $21K |
| MetLife Investment Management, LLC | 0.00% | Add +7.8% | 292 | $18K |
| Parallel Advisors, LLC | 0.00% | Add +11.7% | 238 | $15K |
| Blue Trust, Inc. | 0.00% | Add +894.7% | 189 | $13K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 121 | $7K |
| Allworth Financial LP | 0.00% | Add +2.0% | 101 | $7K |
| SJS Investment Consulting Inc. | 0.00% | No change | 106 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -52.7% | 105 | $6K |
| Arax Advisory Partners | 0.00% | New | 103 | $6K |
| Camelot Portfolios, LLC | 0.00% | New | 100 | $6K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 100 | $6K |
| Corebridge Financial, Inc. | 0.00% | — | 100 | $6K |
| Vestcor Inc | 0.00% | No change | 96 | $6K |
| Signaturefd, LLC | 0.00% | No change | 84 | $5K |
| Quent Capital, LLC | 0.00% | No change | 77 | $5K |
| GAMMA Investing LLC | 0.00% | Add +156.0% | 64 | $4K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Spotlight Asset Group, Inc. | 0.00% | No change | 51 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +52.2% | 35 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| IFP Advisors, Inc | 0.00% | Add +1250.0% | 27 | $2K |
| Sachetta, LLC | 0.00% | Add +91.7% | 23 | $2K |
| Riverview Trust Co | 0.00% | No change | 23 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 20 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 18 | $1K |
| CI Investments Inc. | 0.00% | Add +23.1% | 16 | $1K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 16 | $988 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +650.0% | 15 | $926 |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $741 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $618 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $494 |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.3% | 7 | $432 |
| Amundi | 0.00% | No change | 6 | $380 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +20.0% | 6 | $371 |
| Farther Finance Advisors, LLC | 0.00% | No change | 5 | $310 |
| Zions Bancorporation, N.A. | 0.00% | Reduce -44.4% | 5 | $309 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4 | $248 |
| Smartleaf Asset Management LLC | 0.00% | New | 4 | $248 |
| Jones Financial Companies LLLP | 0.00% | New | 4 | $247 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 4 | $246 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $186 |
| Red Tortoise LLC | 0.00% | No change | 3 | $185 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $62 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $62 |
| 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.