U-Haul HoldingUHAL
13F holders, Q4 2024 (December 31)202holders +2
17new positions
26sold out
7famous investors
$69.09avg. 13F price*
At the end of Q4 2024, 202 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, up 2 from Q3 2024. 17 opened new positions and 26 sold out. The largest holders were Vanguard Group Inc. ($57.7M), Southpoint Capital Advisors LP ($48.4M) and Trian Fund Management ($45.0M). 7 famous investors held it, including Nelson Peltz (1.2% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $5.0M |
| Exits | 26 | $14.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,045,606 shares bought and 638,312 shares sold, net +407,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 835,322 | $57.7M |
| Southpoint Capital Advisors LP | 1.13% | Add +16.7% | 700,000 | $48.4M |
| Trian Fund Management | 1.16% | Add +45.0% | 652,000 | $45.0M |
| Scharf Investments, LLC | 1.30% | Reduce -9.7% | 635,399 | $43.9M |
| Smead Capital Management, Inc. | 0.48% | Reduce -17.5% | 447,967 | $31.0M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 423,078 | $29.2M |
| Norges Bank | 0.00% | Add +24.4% | 406,818 | $28.1M |
| Yacktman Asset Management | 0.30% | Reduce -14.5% | 372,065 | $25.7M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.4% | 327,691 | $22.6M |
| Lord, Abbett & Co. LLC | 0.07% | Add +33.9% | 300,000 | $20.7M |
| State Street Corp. | 0.00% | Reduce -7.7% | 181,362 | $12.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -9.5% | 160,736 | $11.1M |
| Old West Investment Management, LLC | 3.74% | Add +6.0% | 133,537 | $9.2M |
| Parkwood LLC | 1.11% | Add +31.2% | 130,744 | $9.0M |
| Two Sigma Advisers, LP | 0.02% | Add +263.6% | 117,800 | $8.1M |
| Two Sigma Investments, LP | 0.02% | Add +149.8% | 112,976 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.9% | 105,357 | $7.3M |
| AQR Capital Management | 0.01% | Add +0.4% | 101,160 | $7.0M |
| Morgan Stanley | 0.00% | Reduce -33.0% | 93,696 | $6.5M |
| Voloridge Investment Management, LLC | 0.02% | Add +35.5% | 86,276 | $6.0M |
| ArrowMark Colorado Holdings LLC | 0.07% | No change | 75,800 | $5.2M |
| Bruce & Co., Inc. | 1.65% | Reduce -1.6% | 73,900 | $5.1M |
| LPL Financial LLC | 0.00% | Add +1357.7% | 69,750 | $4.8M |
| D. E. Shaw & Co. | 0.00% | Add +268.7% | 47,557 | $3.3M |
| Verition Fund Management LLC | 0.01% | Add +393.6% | 41,317 | $2.9M |
| UBS Group AG | 0.00% | Add +854.2% | 37,769 | $2.6M |
| Abrams Capital Management | 0.04% | No change | 36,401 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +2.7% | 34,537 | $2.4M |
| Citigroup Inc. | 0.00% | Add +12.9% | 33,329 | $2.3M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -7.8% | 31,830 | $2.2M |
| Quantinno Capital Management LP | 0.02% | Add +204.1% | 31,107 | $2.1M |
| Citadel Advisors | 0.00% | New | 30,977 | $2.1M |
| Gabelli Funds LLC | 0.02% | Add +337.1% | 30,600 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +120.0% | 29,443 | $2.0M |
| Marshall Wace, LLP | 0.00% | Reduce -45.4% | 25,754 | $1.8M |
| Treasurer of the State of North Carolina | 0.01% | Add +79.2% | 25,228 | $1.7M |
| Applied Fundamental Research, LLC | 1.36% | Reduce -59.1% | 25,087 | $1.7M |
| Vision Capital Management, Inc. | 0.25% | Reduce -2.9% | 24,698 | $1.7M |
| STRS Ohio | 0.01% | Add +66.3% | 23,810 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.8% | 22,807 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 18,592 | $1.3M |
| Renaissance Technologies | 0.00% | Add +279.9% | 16,966 | $1.2M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -40.0% | 16,955 | $1.2M |
| Gsa Capital Partners LLP | 0.08% | Reduce -20.5% | 14,948 | $1.0M |
| McDonald Partners LLC | 0.26% | Reduce -2.0% | 14,800 | $1.0M |
| Barnett & Company, Inc. | 0.64% | No change | 14,050 | $971K |
| Oliver Lagore Vanvalin Investment Group | 0.24% | Reduce -1.1% | 13,484 | $932K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +46.2% | 13,393 | $925K |
| HRT Financial LP | 0.00% | Reduce -4.9% | 13,236 | $914K |
| Royal Bank of Canada | 0.00% | Add +42.0% | 13,215 | $913K |
| Mgo One Seven LLC | 0.03% | Add +15.2% | 12,735 | $880K |
| Kerrisdale Advisers, LLC | 0.30% | No change | 12,714 | $878K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.4% | 11,402 | $788K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $785K |
| Aquatic Capital Management LLC | 0.02% | Add +36.0% | 11,284 | $780K |
| Orvieto Partners, L.P. | 0.64% | — | 11,000 | $760K |
| Atria Investments, Inc | 0.01% | Reduce -0.7% | 10,803 | $746K |
| JPMorgan Chase & Co. | 0.00% | Add +25.4% | 9,816 | $678K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -5.0% | 9,700 | $670K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +4.7% | 9,620 | $665K |
| Corient Private Wealth LP | 0.00% | Reduce -21.1% | 9,731 | $649K |
| Semanteon Capital Management, LP | 0.35% | New | 9,326 | $644K |
| Diversified Investment Strategies, LLC | 0.38% | Add +0.6% | 8,514 | $588K |
| Rhumbline Advisers | 0.00% | Reduce -10.9% | 8,383 | $579K |
| Carnegie Lake Advisors LLC | 0.22% | Reduce -6.4% | 8,020 | $554K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 7,969 | $551K |
| American Century Companies Inc. | 0.00% | Reduce -36.0% | 7,815 | $540K |
| Bank of America Corp. | 0.00% | Add +35.5% | 7,660 | $529K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.3% | 7,433 | $514K |
| Redmont Wealth Advisors LLC | 0.88% | Add +0.1% | 7,394 | $511K |
| Norman Fields, Gottscho Capital Management, LLC | 0.16% | Reduce -0.4% | 7,196 | $497K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 7,124 | $492K |
| Asset Planning,Inc | 0.37% | — | 7,100 | $491K |
| FMR LLC | 0.00% | Add +5.1% | 6,959 | $481K |
| Petrus Trust Company, LTA | 0.05% | New | 6,837 | $472K |
| Punch & Associates Investment Management, Inc. | 0.03% | Reduce -50.2% | 6,671 | $461K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.8% | 6,591 | $455K |
| T. Rowe Price Associates Inc. | 0.00% | Add +6.4% | 6,408 | $443K |
| Knightsbridge Asset Management, LLC | 0.10% | Reduce -2.8% | 6,384 | $441K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,300 | $435K |
| Oppenheimer & Close, LLC | 0.35% | Reduce -1.6% | 6,115 | $422K |
| Childress Capital Advisors, LLC | 0.12% | Add +20.0% | 6,000 | $415K |
| Ingalls & Snyder LLC | 0.02% | Reduce -2.9% | 5,685 | $393K |
| Raymond James Financial Inc. | 0.00% | — | 5,438 | $376K |
| Invesco Ltd. | 0.00% | Add +3.2% | 5,381 | $372K |
| Intellectus Partners, LLC | 0.08% | No change | 5,340 | $369K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,200 | $359K |
| Occudo Quantitative Strategies LP | 0.06% | New | 4,851 | $335K |
| Farringdon Capital, Ltd. | 0.14% | — | 4,823 | $333K |
| Public Employees Retirement System of Ohio | 0.00% | New | 4,611 | $319K |
| Lodestone Wealth Management LLC | 0.15% | Reduce -2.2% | 4,311 | $298K |
| Mraz, Amerine & Associates, Inc. | 0.05% | Reduce -3.5% | 4,270 | $295K |
| Belpointe Asset Management LLC | 0.02% | Reduce -10.5% | 4,130 | $293K |
| Diversified Trust Co. | 0.01% | No change | 4,025 | $278K |
| Atom Investors LP | 0.03% | Reduce -0.3% | 3,869 | $267K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -7.0% | 3,867 | $267K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 3,759 | $260K |
| Inkwell Capital LLC | 0.26% | — | 3,540 | $245K |
| Legacy Capital Group California, Inc. | 0.07% | Add +7.5% | 3,383 | $234K |
| Roehl & Yi Investment Advisors, LLC | 0.13% | — | 3,292 | $227K |
| Lakewood Asset Management LLC | 0.15% | Reduce -3.9% | 3,239 | $224K |
| Versor Investments LP | 0.04% | New | 3,200 | $221K |
| Optas, LLC | 0.05% | New | 3,174 | $219K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -1.3% | 3,008 | $208K |
| RK Asset Management, LLC | 0.17% | Reduce -7.2% | 3,002 | $207K |
| Aster Capital Management (DIFC) Ltd | 0.08% | New | 2,990 | $207K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 2,708 | $187K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,690 | $186K |
| KLP Kapitalforvaltning As | 0.00% | — | 2,600 | $180K |
| Barclays PLC | 0.00% | Reduce -36.8% | 2,144 | $148K |
| Skylands Capital, LLC | 0.02% | Reduce -8.9% | 2,045 | $141K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -50.9% | 1,789 | $124K |
| Systematic Financial Management LP | 0.00% | No change | 1,642 | $113K |
| Third Avenue Management LLC | 0.02% | No change | 1,456 | $101K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -24.8% | 1,428 | $99K |
| Comerica Bank | 0.00% | Reduce -0.6% | 1,423 | $98K |
| Legal & General Group Plc | 0.00% | Reduce -11.8% | 1,350 | $93K |
| Franklin Resources Inc. | 0.00% | Reduce -40.6% | 1,187 | $82K |
| Colonial Trust Co / SC | 0.01% | Add +0.9% | 1,049 | $72K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.2% | 1,048 | $67K |
| Allworth Financial LP | 0.00% | Add +784.2% | 893 | $65K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -40.4% | 799 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -26.2% | 749 | $52K |
| Bank of Montreal | 0.00% | Add +1.4% | 715 | $49K |
| Deutsche Bank AG | 0.00% | Add +7.9% | 656 | $45K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $45K |
| US Bancorp \de | 0.00% | Add +53.8% | 609 | $42K |
| California State Teachers Retirement System | 0.00% | Reduce -3.6% | 562 | $39K |
| Putney Financial Group LLC | 0.03% | — | 517 | $36K |
| Investors Research Corp | 0.01% | Reduce -50.0% | 500 | $35K |
| Spire Wealth Management | 0.00% | Add +3.3% | 473 | $33K |
| Amalgamated Bank | 0.00% | No change | 456 | $32K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 425 | $29K |
| BNP Paribas Financial Markets | 0.00% | Reduce -82.8% | 407 | $28K |
| Rothschild Investment LLC | 0.00% | No change | 390 | $27K |
| Cwm, LLC | 0.00% | Add +24.3% | 378 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +52.2% | 373 | $26K |
| Russell Investments Group, Ltd. | 0.00% | Add +98.4% | 369 | $25K |
| Jones Financial Companies LLLP | 0.00% | No change | 355 | $25K |
| National Bank of Canada | 0.00% | Add +67.0% | 329 | $23K |
| Sterling Capital Management LLC | 0.00% | Add +22.3% | 318 | $22K |
| Atlantic Private Wealth, LLC | 0.02% | No change | 300 | $21K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.8% | 281 | $19K |
| Parallel Advisors, LLC | 0.00% | Reduce -1.8% | 280 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +4550.0% | 279 | $19K |
| Storebrand Asset Management As | 0.00% | Reduce -91.9% | 261 | $18K |
| Arax Advisory Partners | 0.00% | Add +72.8% | 178 | $12K |
| GAMMA Investing LLC | 0.00% | Add +23.9% | 176 | $12K |
| Larson Financial Group LLC | 0.00% | Add +67.0% | 167 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 141 | $10K |
| Covestor Ltd | 0.01% | Reduce -81.6% | 116 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -1.9% | 104 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2500.0% | 104 | $7K |
| Vestcor Inc | 0.00% | No change | 96 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -18.7% | 100 | $7K |
| Amundi | 0.00% | No change | 101 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +8.9% | 98 | $7K |
| Financial Perspectives, Inc | 0.00% | New | 95 | $7K |
| Lindbrook Capital, LLC | 0.00% | Add +237.0% | 91 | $6K |
| Corebridge Financial, Inc. | 0.00% | Reduce -6.2% | 91 | $6K |
| Quent Capital, LLC | 0.00% | No change | 77 | $5K |
| ExodusPoint Capital Management, LP | 0.00% | New | 52 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 54 | $4K |
| MAI Capital Management | 0.00% | New | 50 | $3K |
| Brooklyn Investment Group | 0.00% | Add +176.5% | 47 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 43 | $3K |
| AdvisorNet Financial, Inc | 0.00% | New | 41 | $3K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| Hemington Wealth Management | 0.00% | Add +57.1% | 33 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $2K |
| Riverview Trust Co | 0.00% | No change | 23 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +4.8% | 22 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 21 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| Quadrant Capital Group LLC | 0.00% | No change | 18 | $1K |
| Golden State Wealth Management, LLC | 0.00% | — | 17 | $1K |
| CI Investments Inc. | 0.00% | Reduce -6.3% | 15 | $1K |
| Parkside Financial Bank & Trust | 0.00% | Add +16.7% | 14 | $969 |
| Sachetta, LLC | 0.00% | Reduce -47.8% | 12 | $830 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $691 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $553 |
| Blue Trust, Inc. | 0.00% | Reduce -98.0% | 8 | $553 |
| NewEdge Advisors, LLC | 0.00% | No change | 7 | $484 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $415 |
| Farther Finance Advisors, LLC | 0.00% | No change | 6 | $415 |
| Zions Bancorporation, N.A. | 0.00% | No change | 5 | $345 |
| SBI Securities Co., Ltd. | 0.00% | — | 5 | $345 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 4 | $276 |
| True Wealth Design, LLC | 0.00% | No change | 3 | $208 |
| Red Tortoise LLC | 0.00% | No change | 3 | $207 |
| IFP Advisors, Inc | 0.00% | Add +50.0% | 3 | $207 |
| Global Retirement Partners, LLC | 0.00% | New | 3 | $207 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $203 |
| Assetmark, Inc. | 0.00% | No change | 2 | $138 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $70 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $70 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $69 |
| Activest Wealth Management | 0.00% | New | 1 | $69 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $69 |
| 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.