U-Haul HoldingUHAL
13F holders, Q3 2024 (September 30)200holders +14
35new positions
21sold out
8famous investors
$77.47avg. 13F price*
At the end of Q3 2024, 200 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, up 14 from Q2 2024. 35 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($66.2M), Scharf Investments, LLC ($54.5M) and Southpoint Capital Advisors LP ($46.5M). 8 famous investors held it, including Nelson Peltz (0.9% of Trian Fund Management's portfolio), Stephen Yacktman (0.3% of Yacktman Asset Management's portfolio) and David Abrams (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $31.9M |
| Exits | 21 | $16.2M |
All 13F filers, Q2 2024 → Q3 2024: 701,913 shares bought and 647,781 shares sold, net +54,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 854,558 | $66.2M |
| Scharf Investments, LLC | 1.50% | Add +4.0% | 704,004 | $54.5M |
| Southpoint Capital Advisors LP | 1.10% | Add +13.2% | 600,000 | $46.5M |
| Smead Capital Management, Inc. | 0.60% | Reduce -0.8% | 543,233 | $42.1M |
| Trian Fund Management | 0.90% | Add +15.4% | 449,595 | $34.8M |
| Yacktman Asset Management | 0.35% | Reduce -7.1% | 435,032 | $33.7M |
| BlackRock, Inc. | 0.00% | — | 418,378 | $32.4M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -4.1% | 335,709 | $26.0M |
| Norges Bank | 0.00% | Reduce -3.5% | 326,967 | $25.3M |
| Lord, Abbett & Co. LLC | 0.06% | New | 224,036 | $17.4M |
| State Street Corp. | 0.00% | Reduce -0.8% | 196,467 | $15.2M |
| Geode Capital Management, LLC | 0.00% | Add +12.8% | 177,677 | $13.8M |
| Morgan Stanley | 0.00% | Add +4.7% | 139,911 | $10.8M |
| Old West Investment Management, LLC | 3.77% | Add +11.7% | 125,947 | $9.8M |
| AQR Capital Management | 0.01% | Reduce -2.3% | 100,783 | $7.8M |
| Parkwood LLC | 0.94% | Reduce -8.1% | 99,659 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 96,730 | $7.5M |
| Millennium Management | 0.01% | New | 92,083 | $7.1M |
| ArrowMark Colorado Holdings LLC | 0.08% | Reduce -37.3% | 75,800 | $5.9M |
| Bruce & Co., Inc. | 1.70% | No change | 75,105 | $5.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -17.1% | 63,676 | $4.9M |
| Applied Fundamental Research, LLC | 3.14% | No change | 61,300 | $4.7M |
| Marshall Wace, LLP | 0.00% | Reduce -42.7% | 47,132 | $3.7M |
| Two Sigma Investments, LP | 0.01% | Add +14.5% | 45,219 | $3.5M |
| Abrams Capital Management | 0.05% | Reduce -51.5% | 36,401 | $2.8M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -67.9% | 34,541 | $2.7M |
| Northern Trust Corp. | 0.00% | Add +1.5% | 33,639 | $2.6M |
| Two Sigma Advisers, LP | 0.01% | Add +17.8% | 32,400 | $2.5M |
| Citigroup Inc. | 0.00% | Add +50.9% | 29,512 | $2.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.0% | 28,237 | $2.2M |
| Vision Capital Management, Inc. | 0.28% | Add +3.1% | 25,425 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 22,628 | $1.8M |
| Gsa Capital Partners LLP | 0.11% | Reduce -27.1% | 18,798 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +71.1% | 18,760 | $1.5M |
| Robotti Robert | 0.20% | No change | 17,100 | $1.3M |
| McDonald Partners LLC | 0.29% | Reduce -6.4% | 15,100 | $1.2M |
| STRS Ohio | 0.00% | Add +6.7% | 14,317 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +10.3% | 14,083 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Add +320.3% | 14,080 | $1.1M |
| Barnett & Company, Inc. | 0.72% | No change | 14,050 | $1.1M |
| HRT Financial LP | 0.01% | Reduce -29.8% | 13,912 | $1.1M |
| Oliver Lagore Vanvalin Investment Group | 0.28% | Add +9.5% | 13,640 | $1.1M |
| Punch & Associates Investment Management, Inc. | 0.06% | Reduce -4.0% | 13,388 | $1.0M |
| Voya Investment Management LLC | 0.00% | New | 13,380 | $1.0M |
| D. E. Shaw & Co. | 0.00% | Add +43.3% | 12,897 | $999K |
| Kerrisdale Advisers, LLC | 0.33% | No change | 12,714 | $985K |
| American Century Companies Inc. | 0.00% | Reduce -5.6% | 12,208 | $946K |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.9% | 11,924 | $924K |
| Corient Private Wealth LP | 0.00% | Add +50.8% | 12,330 | $917K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $881K |
| Mgo One Seven LLC | 0.04% | Reduce -4.7% | 11,055 | $857K |
| Goldman Sachs Group Inc. | 0.00% | Add +14.2% | 10,956 | $849K |
| Atria Investments, Inc | 0.01% | Add +7.0% | 10,881 | $843K |
| Quantinno Capital Management LP | 0.01% | Add +78.8% | 10,228 | $792K |
| Prudential Financial Inc. | 0.00% | Reduce -18.4% | 10,187 | $789K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 10,000 | $775K |
| Brandywine Global Investment Management, LLC | 0.01% | Add +5.0% | 10,210 | $761K |
| Rhumbline Advisers | 0.00% | Add +10.3% | 9,404 | $729K |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 9,309 | $722K |
| Keeley-Teton Advisors, LLC | 0.08% | New | 9,191 | $712K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,163 | $710K |
| Carnegie Lake Advisors LLC | 0.26% | — | 8,570 | $664K |
| Diversified Investment Strategies, LLC | 0.43% | Reduce -1.1% | 8,464 | $656K |
| Verition Fund Management LLC | 0.00% | Add +93.6% | 8,371 | $649K |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 8,343 | $646K |
| Aquatic Capital Management LLC | 0.02% | New | 8,300 | $643K |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.7% | 8,254 | $640K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.9% | 7,825 | $606K |
| HighTower Advisors, LLC | 0.00% | Reduce -7.1% | 7,767 | $603K |
| Redmont Wealth Advisors LLC | 0.89% | Reduce -4.8% | 7,388 | $572K |
| Norman Fields, Gottscho Capital Management, LLC | 0.19% | No change | 7,228 | $560K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.6% | 7,124 | $552K |
| Gabelli Funds LLC | 0.00% | New | 7,000 | $542K |
| FMR LLC | 0.00% | Add +281.0% | 6,622 | $513K |
| Knightsbridge Asset Management, LLC | 0.12% | No change | 6,565 | $509K |
| Sei Investments Co. | 0.00% | Add +79.4% | 6,549 | $507K |
| Oppenheimer & Close, LLC | 0.39% | No change | 6,215 | $482K |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.9% | 6,022 | $467K |
| Ingalls & Snyder LLC | 0.02% | Reduce -0.9% | 5,856 | $454K |
| Bank of America Corp. | 0.00% | Add +189.5% | 5,654 | $438K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +27.8% | 5,626 | $436K |
| Intellectus Partners, LLC | 0.11% | Add +5.4% | 5,340 | $414K |
| Invesco Ltd. | 0.00% | Reduce -79.9% | 5,213 | $404K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,200 | $403K |
| Boothbay Fund Management, LLC | 0.01% | New | 5,097 | $395K |
| First Hawaiian Bank | 0.01% | Add +5.2% | 5,014 | $388K |
| Childress Capital Advisors, LLC | 0.10% | New | 5,000 | $387K |
| LPL Financial LLC | 0.00% | Add +2.2% | 4,785 | $371K |
| Belpointe Asset Management LLC | 0.02% | Add +36.1% | 4,615 | $358K |
| Renaissance Technologies | 0.00% | Reduce -75.0% | 4,466 | $346K |
| Mraz, Amerine & Associates, Inc. | 0.06% | Reduce -0.7% | 4,426 | $343K |
| Lodestone Wealth Management LLC | 0.17% | Add +5.6% | 4,407 | $341K |
| Gotham Asset Management | 0.00% | New | 4,162 | $322K |
| Quadcap Wealth Management, LLC | 0.05% | Add +5.2% | 4,156 | $322K |
| Osaic Holdings, Inc. | 0.00% | Add +116.7% | 4,105 | $318K |
| Diversified Trust Co. | 0.01% | No change | 4,025 | $312K |
| UBS Group AG | 0.00% | Reduce -22.5% | 3,958 | $307K |
| Atom Investors LP | 0.03% | New | 3,879 | $301K |
| XTX Topco Ltd | 0.02% | New | 3,807 | $295K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +62.3% | 3,643 | $282K |
| Anthracite Investment Company, Inc. | 0.13% | New | 3,473 | $269K |
| Barclays PLC | 0.00% | Reduce -1.2% | 3,391 | $263K |
| Lakewood Asset Management LLC | 0.18% | Reduce -11.3% | 3,371 | $261K |
| RK Asset Management, LLC | 0.19% | Reduce -0.3% | 3,233 | $250K |
| Storebrand Asset Management As | 0.00% | No change | 3,205 | $248K |
| Legacy Capital Group California, Inc. | 0.08% | New | 3,146 | $244K |
| Institute for Wealth Management, LLC. | 0.03% | New | 3,049 | $236K |
| Synovus Financial Corp. | 0.00% | New | 2,932 | $227K |
| Cresset Asset Management, LLC | 0.00% | New | 2,898 | $225K |
| RBF Capital, LLC | 0.01% | New | 2,800 | $217K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,690 | $208K |
| Motley Fool Asset Management LLC | 0.01% | New | 2,579 | $201K |
| BNP Paribas Financial Markets | 0.00% | Reduce -16.1% | 2,370 | $184K |
| Skylands Capital, LLC | 0.02% | Reduce -4.3% | 2,245 | $174K |
| Franklin Resources Inc. | 0.00% | New | 2,000 | $149K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -6.0% | 1,899 | $147K |
| Lazard Asset Management LLC | 0.00% | Add +6.8% | 1,691 | $131K |
| Systematic Financial Management LP | 0.00% | Reduce -12.6% | 1,642 | $127K |
| Legal & General Group Plc | 0.00% | Reduce -21.5% | 1,530 | $119K |
| Third Avenue Management LLC | 0.02% | No change | 1,456 | $113K |
| Comerica Bank | 0.00% | Add +6.1% | 1,432 | $111K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.5% | 1,341 | $104K |
| Colonial Trust Co / SC | 0.01% | No change | 1,040 | $81K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,105 | $80K |
| Investors Research Corp | 0.02% | No change | 1,000 | $77K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.7% | 1,015 | $76K |
| Headlands Technologies LLC | 0.01% | New | 921 | $71K |
| Bank of Montreal | 0.00% | Reduce -40.0% | 705 | $55K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $50K |
| Covestor Ltd | 0.03% | Add +0.2% | 629 | $49K |
| Deutsche Bank AG | 0.00% | Add +16.7% | 608 | $47K |
| California State Teachers Retirement System | 0.00% | No change | 583 | $45K |
| Spire Wealth Management | 0.00% | No change | 458 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 458 | $35K |
| Amalgamated Bank | 0.00% | Reduce -67.3% | 456 | $35K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 428 | $33K |
| US Bancorp \de | 0.00% | Add +13.1% | 396 | $31K |
| Rothschild Investment LLC | 0.00% | No change | 390 | $30K |
| Jones Financial Companies LLLP | 0.00% | Add +8775.0% | 355 | $28K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -48.2% | 352 | $27K |
| Blue Trust, Inc. | 0.00% | Add +112.2% | 401 | $25K |
| Cwm, LLC | 0.00% | Reduce -10.1% | 304 | $24K |
| Atlantic Private Wealth, LLC | 0.02% | New | 300 | $23K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 286 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +19.8% | 285 | $22K |
| Sterling Capital Management LLC | 0.00% | — | 260 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Add +133.3% | 245 | $19K |
| National Bank of Canada | 0.00% | Reduce -86.5% | 197 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -99.0% | 186 | $14K |
| GAMMA Investing LLC | 0.00% | Add +121.9% | 142 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +16.5% | 141 | $11K |
| Signaturefd, LLC | 0.00% | Add +46.4% | 123 | $10K |
| SJS Investment Consulting Inc. | 0.00% | No change | 106 | $8K |
| Arax Advisory Partners | 0.00% | No change | 103 | $8K |
| Allworth Financial LP | 0.00% | No change | 101 | $8K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $8K |
| Larson Financial Group LLC | 0.00% | No change | 100 | $8K |
| Amundi | 0.00% | Add +1583.3% | 101 | $8K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.0% | 97 | $8K |
| Vestcor Inc | 0.00% | No change | 96 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 90 | $7K |
| Quent Capital, LLC | 0.00% | No change | 77 | $6K |
| Fourpath Capital Management, LLC | 0.00% | New | 75 | $6K |
| Avior Wealth Management, LLC | 0.00% | New | 70 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Add +1250.0% | 54 | $4K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -22.9% | 27 | $2K |
| Sachetta, LLC | 0.00% | No change | 23 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $2K |
| Riverview Trust Co | 0.00% | No change | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.0% | 21 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.0% | 21 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 18 | $1K |
| Brooklyn Investment Group | 0.00% | New | 17 | $1K |
| AlphaQuest LLC | 0.00% | New | 15 | $1K |
| Hemington Wealth Management | 0.00% | New | 21 | $1K |
| CI Investments Inc. | 0.00% | No change | 16 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 12 | $930 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $775 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $620 |
| NewEdge Advisors, LLC | 0.00% | No change | 7 | $542 |
| Versant Capital Management, Inc | 0.00% | New | 6 | $465 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $465 |
| Farther Finance Advisors, LLC | 0.00% | Add +20.0% | 6 | $465 |
| Zions Bancorporation, N.A. | 0.00% | No change | 5 | $387 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4 | $310 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 4 | $309 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $233 |
| Kennebec Savings Bank | 0.00% | — | 3 | $232 |
| Red Tortoise LLC | 0.00% | No change | 3 | $232 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $155 |
| Fifth Third Bancorp | 0.00% | New | 2 | $155 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 2 | $155 |
| Assetmark, Inc. | 0.00% | New | 2 | $155 |
| IFP Advisors, Inc | 0.00% | Reduce -92.6% | 2 | $155 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $78 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $78 |
| 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.