U-Haul HoldingUHAL
13F holders, Q1 2025 (March 31)212holders +10
26new positions
17sold out
10famous investors
$65.32avg. 13F price*
At the end of Q1 2025, 212 institutions reported holding U-Haul Holding Co. (UHAL) in their 13F filings, up 10 from Q4 2024. 26 opened new positions and 17 sold out. The largest holders were Vanguard Group Inc. ($55.4M), Southpoint Capital Advisors LP ($45.8M) and Trian Fund Management ($42.6M). 10 famous investors held it, including Nelson Peltz (1.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.6M |
| Exits | 17 | $28.1M |
All 13F filers, Q4 2024 → Q1 2025: 684,583 shares bought and 952,938 shares sold, net −268,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Vanguard Group Inc. | 0.00% | Add +1.4% | 847,177 | $55.4M |
| Southpoint Capital Advisors LP | 1.10% | No change | 700,000 | $45.8M |
| Trian Fund Management | 1.14% | No change | 652,000 | $42.6M |
| Scharf Investments, LLC | 1.21% | Reduce -3.9% | 610,916 | $39.9M |
| Norges Bank | 0.00% | Add +20.9% | 491,711 | $32.1M |
| BlackRock, Inc. | 0.00% | Add +11.1% | 470,032 | $30.7M |
| Yacktman Asset Management | 0.29% | Reduce -9.8% | 335,478 | $21.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -13.3% | 284,064 | $18.6M |
| Smead Capital Management, Inc. | 0.24% | Reduce -53.2% | 209,649 | $13.7M |
| Geode Capital Management, LLC | 0.00% | Add +2.6% | 164,908 | $10.8M |
| Old West Investment Management, LLC | 3.20% | Add +1.5% | 135,509 | $8.9M |
| State Street Corp. | 0.00% | Reduce -25.3% | 135,430 | $8.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +23.8% | 130,472 | $8.5M |
| Two Sigma Advisers, LP | 0.02% | Add +5.9% | 124,700 | $8.2M |
| Parkwood LLC | 0.76% | Reduce -9.3% | 118,546 | $7.7M |
| Two Sigma Investments, LP | 0.01% | Reduce -10.9% | 100,697 | $6.6M |
| AQR Capital Management | 0.01% | Add +1.3% | 102,507 | $6.6M |
| Morgan Stanley | 0.00% | Add +5.4% | 98,780 | $6.5M |
| UBS Group AG | 0.00% | Add +133.5% | 88,187 | $5.8M |
| Citadel Advisors | 0.01% | Add +181.6% | 87,233 | $5.7M |
| D. E. Shaw & Co. | 0.01% | Add +62.0% | 77,049 | $5.0M |
| ArrowMark Colorado Holdings LLC | 0.08% | No change | 75,800 | $5.0M |
| Bruce & Co., Inc. | 1.56% | No change | 73,900 | $4.8M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -25.4% | 64,405 | $4.2M |
| Quantinno Capital Management LP | 0.03% | Add +99.0% | 61,891 | $4.0M |
| Millennium Management | 0.00% | New | 55,973 | $3.7M |
| Verition Fund Management LLC | 0.02% | Add +4.5% | 43,155 | $2.8M |
| Voya Investment Management LLC | 0.00% | Add +40.0% | 41,236 | $2.7M |
| Northern Trust Corp. | 0.00% | Add +10.2% | 38,042 | $2.5M |
| Abrams Capital Management | 0.04% | No change | 36,401 | $2.4M |
| Gabelli Funds LLC | 0.02% | Add +11.7% | 34,167 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +157.7% | 34,048 | $2.2M |
| HRT Financial LP | 0.01% | Add +149.0% | 32,957 | $2.2M |
| Jacobs Levy Equity Management, Inc. | 0.01% | Reduce -4.9% | 30,277 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -11.6% | 29,480 | $1.9M |
| STRS Ohio | 0.01% | Add +22.5% | 29,171 | $1.9M |
| Landscape Capital Management, L.L.C. | 0.16% | New | 26,767 | $1.7M |
| Applied Fundamental Research, LLC | 1.37% | No change | 25,087 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 23,813 | $1.6M |
| Nuveen, LLC | 0.00% | — | 23,472 | $1.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 22,046 | $1.4M |
| DNB Asset Management AS | 0.01% | New | 19,510 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 16,900 | $1.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 16,886 | $1.1M |
| Treasurer of the State of North Carolina | 0.00% | Reduce -33.4% | 16,798 | $1.1M |
| Trexquant Investment LP | 0.01% | New | 16,154 | $1.1M |
| Aquatic Capital Management LLC | 0.03% | Add +37.8% | 15,554 | $1.0M |
| McDonald Partners LLC | 0.25% | Add +0.8% | 14,925 | $975K |
| Renaissance Technologies | 0.00% | Reduce -12.4% | 14,866 | $972K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 13,393 | $875K |
| Barnett & Company, Inc. | 0.70% | Reduce -8.5% | 12,850 | $840K |
| Kerrisdale Advisers, LLC | 0.35% | No change | 12,714 | $831K |
| Virtu Financial LLC | 0.04% | New | 12,610 | $824K |
| Osaic Holdings, Inc. | 0.00% | Add +235.1% | 12,597 | $823K |
| Ameriprise Financial Inc. | 0.00% | Add +3.1% | 11,757 | $768K |
| New York State Common Retirement Fund | 0.00% | No change | 11,366 | $743K |
| Semanteon Capital Management, LP | 0.39% | Add +18.5% | 11,049 | $722K |
| Orvieto Partners, L.P. | 0.63% | No change | 11,000 | $719K |
| Atria Investments, Inc | 0.01% | Add +0.9% | 10,900 | $712K |
| Bank of America Corp. | 0.00% | Add +38.5% | 10,608 | $693K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.1% | 9,806 | $641K |
| Corient Private Wealth LP | 0.00% | Add +2.6% | 9,988 | $632K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -3.9% | 9,327 | $610K |
| Keeley-Teton Advisors, LLC | 0.07% | Reduce -6.0% | 9,040 | $591K |
| Twinbeech Capital LP | 0.01% | New | 8,820 | $576K |
| AlphaQuest LLC | 0.06% | New | 8,818 | $576K |
| Mgo One Seven LLC | 0.02% | Reduce -33.2% | 8,512 | $556K |
| Gotham Asset Management | 0.00% | New | 8,374 | $547K |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.8% | 8,348 | $546K |
| Rhumbline Advisers | 0.00% | Reduce -1.6% | 8,253 | $539K |
| Diversified Investment Strategies, LLC | 0.36% | Reduce -4.5% | 8,129 | $531K |
| Carnegie Lake Advisors LLC | 0.21% | No change | 8,020 | $524K |
| Goldman Sachs Group Inc. | 0.00% | Add +20.1% | 7,917 | $517K |
| HighTower Advisors, LLC | 0.00% | Add +4.9% | 7,796 | $510K |
| Norman Fields, Gottscho Capital Management, LLC | 0.16% | Add +3.1% | 7,421 | $485K |
| Franklin Resources Inc. | 0.00% | Add +502.4% | 7,150 | $467K |
| Asset Planning,Inc | 0.37% | No change | 7,100 | $464K |
| Petrus Trust Company, LTA | 0.04% | No change | 6,837 | $447K |
| Tudor Investment Corporation | 0.00% | New | 6,810 | $445K |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.5% | 6,760 | $442K |
| Susquehanna International Group, LLP | 0.00% | New | 6,514 | $426K |
| Versor Investments LP | 0.07% | Add +100.0% | 6,400 | $418K |
| Knightsbridge Asset Management, LLC | 0.10% | Reduce -4.6% | 6,091 | $398K |
| Oppenheimer & Close, LLC | 0.32% | Reduce -1.9% | 6,000 | $392K |
| LPL Financial LLC | 0.00% | Reduce -91.9% | 5,629 | $368K |
| Ingalls & Snyder LLC | 0.01% | Reduce -1.3% | 5,610 | $367K |
| Belpointe Asset Management LLC | 0.02% | Add +29.4% | 5,344 | $349K |
| Intellectus Partners, LLC | 0.09% | No change | 5,340 | $349K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 5,296 | $346K |
| Clearbridge Investments, LLC | 0.00% | No change | 5,200 | $340K |
| Occudo Quantitative Strategies LP | 0.04% | Add +6.0% | 5,142 | $334K |
| Redmont Wealth Advisors LLC | 0.62% | Reduce -34.2% | 4,864 | $318K |
| American Century Companies Inc. | 0.00% | Reduce -38.0% | 4,847 | $317K |
| State of Wyoming | 0.04% | New | 4,818 | $315K |
| Lakewood Asset Management LLC | 0.19% | Add +32.7% | 4,297 | $281K |
| Mraz, Amerine & Associates, Inc. | 0.05% | Reduce -0.3% | 4,258 | $276K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.8% | 3,836 | $251K |
| Legacy Capital Group California, Inc. | 0.09% | Add +12.2% | 3,795 | $248K |
| Lodestone Wealth Management LLC | 0.12% | Reduce -18.2% | 3,525 | $230K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -44.4% | 3,500 | $229K |
| Inkwell Capital LLC | 0.25% | Reduce -1.3% | 3,494 | $228K |
| Invesco Ltd. | 0.00% | Reduce -36.4% | 3,423 | $224K |
| Inceptionr LLC | 0.07% | New | 3,399 | $222K |
| Mercer Global Advisors Inc. | 0.00% | New | 3,230 | $211K |
| Roehl & Yi Investment Advisors, LLC | 0.11% | Reduce -2.4% | 3,212 | $210K |
| FMR LLC | 0.00% | Reduce -54.1% | 3,194 | $209K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +14.6% | 3,103 | $203K |
| RK Asset Management, LLC | 0.17% | Reduce -3.9% | 2,885 | $189K |
| Capital Investment Advisory Services, LLC | 0.02% | No change | 2,690 | $176K |
| KLP Kapitalforvaltning As | 0.00% | No change | 2,600 | $170K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -48.5% | 2,373 | $155K |
| Skylands Capital, LLC | 0.02% | No change | 2,045 | $134K |
| Barclays PLC | 0.00% | Reduce -7.6% | 1,981 | $129K |
| BNP Paribas Financial Markets | 0.00% | Add +313.5% | 1,683 | $110K |
| Systematic Financial Management LP | 0.00% | No change | 1,642 | $107K |
| Opal Wealth Advisors, LLC | 0.03% | New | 1,607 | $105K |
| Legal & General Group Plc | 0.00% | Add +14.2% | 1,542 | $101K |
| Third Avenue Management LLC | 0.02% | No change | 1,456 | $95K |
| Comerica Bank | 0.00% | Reduce -3.6% | 1,372 | $90K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -17.4% | 1,179 | $77K |
| PNC Financial Services Group, Inc. | 0.00% | Add +197.9% | 1,111 | $73K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.9% | 1,040 | $68K |
| Allworth Financial LP | 0.00% | Add +2.9% | 919 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.8% | 845 | $55K |
| Versant Capital Management, Inc | 0.01% | Add +187.8% | 803 | $52K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.1% | 750 | $49K |
| Russell Investments Group, Ltd. | 0.00% | Add +100.8% | 741 | $48K |
| Bank of Montreal | 0.00% | Reduce -0.3% | 713 | $47K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 650 | $42K |
| Deutsche Bank AG | 0.00% | Reduce -3.8% | 631 | $41K |
| Cwm, LLC | 0.00% | Add +55.8% | 589 | $38K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 579 | $38K |
| California State Teachers Retirement System | 0.00% | No change | 562 | $37K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -41.1% | 617 | $37K |
| Brooklyn Investment Group | 0.01% | Add +1076.6% | 553 | $36K |
| Putney Financial Group LLC | 0.04% | No change | 517 | $34K |
| Investors Research Corp | 0.01% | No change | 500 | $33K |
| Spire Wealth Management | 0.00% | No change | 473 | $31K |
| Amalgamated Bank | 0.00% | Add +1.1% | 461 | $30K |
| Lanark Financial, Inc. | 0.00% | — | 458 | $29K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 425 | $28K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 393 | $26K |
| Arax Advisory Partners | 0.00% | Add +105.1% | 365 | $24K |
| Jones Financial Companies LLLP | 0.00% | No change | 355 | $23K |
| Atlantic Private Wealth, LLC | 0.01% | No change | 300 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | — | 295 | $19K |
| MetLife Investment Management, LLC | 0.00% | Add +0.7% | 283 | $18K |
| Storebrand Asset Management As | 0.00% | No change | 261 | $17K |
| Sterling Capital Management LLC | 0.00% | Reduce -19.8% | 255 | $17K |
| National Bank of Canada | 0.00% | Reduce -35.0% | 214 | $14K |
| GAMMA Investing LLC | 0.00% | Add +18.8% | 209 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -88.4% | 208 | $14K |
| Quadrant Capital Group LLC | 0.00% | Add +822.2% | 166 | $11K |
| Simplex Trading, LLC | 0.00% | New | 159 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 141 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -50.4% | 139 | $9K |
| Covestor Ltd | 0.01% | No change | 116 | $8K |
| SJS Investment Consulting Inc. | 0.00% | Add +1.0% | 105 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -37.1% | 105 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $7K |
| CoreCap Advisors, LLC | 0.00% | No change | 98 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.8% | 109 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 95 | $6K |
| Amundi | 0.00% | Reduce -5.9% | 95 | $6K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.3% | 88 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -18.0% | 82 | $5K |
| Quent Capital, LLC | 0.00% | No change | 77 | $5K |
| Lindbrook Capital, LLC | 0.00% | Reduce -24.2% | 69 | $5K |
| Coldstream Capital Management Inc. | 0.00% | New | 67 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 65 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 58 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.7% | 56 | $4K |
| MAI Capital Management | 0.00% | No change | 50 | $3K |
| Activest Wealth Management | 0.00% | Add +4700.0% | 48 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +95.5% | 43 | $3K |
| AdvisorNet Financial, Inc | 0.00% | No change | 41 | $3K |
| SVB Wealth LLC | 0.00% | New | 33 | $2K |
| Hemington Wealth Management | 0.00% | Add +21.2% | 40 | $2K |
| UMB Bank, n.a. | 0.00% | No change | 30 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 23 | $2K |
| Riverview Trust Co | 0.00% | No change | 23 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 21 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 21 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 19 | $1K |
| True Wealth Design, LLC | 0.00% | Add +500.0% | 18 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 17 | $1K |
| Bessemer Group Inc. | 0.00% | New | 12 | $1K |
| CI Investments Inc. | 0.00% | Add +6.7% | 16 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 15 | $980 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -14.3% | 12 | $785 |
| Valued Wealth Advisors LLC | 0.00% | No change | 10 | $654 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 8 | $523 |
| Harbour Investments, Inc. | 0.00% | New | 8 | $523 |
| IFP Advisors, Inc | 0.00% | Add +166.7% | 8 | $523 |
| Blue Trust, Inc. | 0.00% | No change | 8 | $523 |
| Farther Finance Advisors, LLC | 0.00% | No change | 6 | $399 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 6 | $393 |
| Zions Bancorporation, National Association | 0.00% | — | 5 | $327 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $327 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $261 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 4 | $261 |
| Kennebec Savings Bank | 0.00% | No change | 3 | $196 |
| Red Tortoise LLC | 0.00% | No change | 3 | $196 |
| Assetmark, Inc. | 0.00% | Add +50.0% | 3 | $196 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $66 |
| Sachetta, LLC | 0.00% | Reduce -91.7% | 1 | $66 |
| Private Wealth Management Group, LLC | 0.00% | No change | 1 | $66 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $66 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $65 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $65 |
| 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.