U-Haul Holding Company
US ˙ NYSE ˙ US0235861004

SecurityUHAL / U-Haul Holding Company
InstitutionIngalls & Snyder Llc
Latest Disclosed Ownership4,963 shares
Latest Disclosed Value $ 237
Ingalls & Snyder Llc reports 2.59% decrease in ownership of UHAL / U-Haul Holding Company

On May 13, 2026 - Ingalls & Snyder Llc filed a 13F-HR form disclosing ownership of 4,963 shares of U-Haul Holding Company (US:UHAL) valued at $237,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,095 shares of U-Haul Holding Company. The current value of the position is $285,621 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F U HAUL HOLDING COM 023586100 4,963 -132 -2.59 0 0.0084
2026-02-13 2025-12-31 13F U HAUL HOLDING COM 023586100 5,095 -315 -5.82 0 0.0094
2025-11-07 2025-09-30 13F U HAUL HOLDING COM 023586100 5,410 -168 -3.01 0 0.0101
2025-07-31 2025-06-30 13F U HAUL HOLDING COM 023586100 5,578 -32 -0.57 0 0.0120
2025-05-12 2025-03-31 13F U HAUL HOLDING COM 023586100 5,610 -75 -1.32 0 0.0121
2025-01-29 2024-12-31 13F U HAUL HOLDING COM 023586100 5,685 -171 -2.92 0 0.0154
2024-11-14 2024-09-30 13F U HAUL HOLDING COM 023586100 5,856 -55 -0.93 0 0.0177
2024-07-31 2024-06-30 13F U HAUL HOLDING COM 023586100 5,911 -7 -0.12 0 0.0157
2024-05-13 2024-03-31 13F U HAUL HOLDING COM 023586100 5,918 -367 -5.84 0 0.0177
2024-01-29 2023-12-31 13F U HAUL HOLDING COM 023586100 6,285 -52 -0.82 0 0.0204
2023-11-02 2023-09-30 13F U HAUL HOLDING COM 023586100 6,337 -2 -0.03 0 0.0167
2023-07-27 2023-06-30 13F U HAUL HOLDING COM 023586100 6,339 0 0.00 0 0.0168
2023-05-09 2023-03-31 13F U HAUL HOLDING COM 023586100 6,339 19 0.30 0 0.0194
2023-01-31 2022-12-31 13F U HAUL HOLDING COM 023586100 6,320 1,147 22.17 0 -100.00 0.0207
2022-10-21 2022-09-30 13F AMERCO COM 023586100 5,173 -26 -0.50 2,634 5.95 0.1470
2022-08-11 2022-06-30 13F AMERCO COM 023586100 5,199 49 0.95 2,486 -19.13 0.1299
2022-05-09 2022-03-31 13F AMERCO COM 023586100 5,150 -45 -0.87 3,074 -18.53 0.1373
2022-02-11 2021-12-31 13F AMERCO COM 023586100 5,195 -268 -4.91 3,773 6.91 0.1701
2021-10-27 2021-09-30 13F AMERCO COM 023586100 5,463 -255 -4.46 3,529 4.72 0.1616
2021-08-03 2021-06-30 13F AMERCO COM 023586100 5,718 -302 -5.02 3,370 -8.62 0.1497
2021-04-21 2021-03-31 13F AMERCO CO 023586100 6,020 -6,906 -53.43 3,688 -37.15 0.1722
2021-01-27 2020-12-31 13F AMERCO COM 023586100 12,926 12,926 5,868 0.2897
2020-10-21 2020-09-30 13F AMERCO COM 023586100 0 -19,797 -100.00 0 -100.00
2020-07-31 2020-06-30 13F AMERCO COM 023586100 19,797 -1,187 -5.66 5,982 -1.89 0.3436
2020-04-22 2020-03-31 13F AMERCO COM 023586100 20,984 20,984 6,097 0.4109
2020-01-15 2019-12-31 13F AMERCO COM 023586100 0 -24,409 -100.00 0 -100.00
2019-10-16 2019-09-30 13F AMERCO COM 023586100 24,409 -1,189 -4.64 9,520 -1.75 0.4646
2019-07-11 2019-06-30 13F AMERCO COM 023586100 25,598 -1,021 -3.84 9,690 -2.01 0.4660
2019-04-11 2019-03-31 13F AMERCO COM 023586100 26,619 -1,016 -3.68 9,889 9.07 0.4712
2019-01-24 2018-12-31 13F AMERCO COM 023586100 27,635 -1,283 -4.44 9,067 -12.09 0.4787
2018-10-24 2018-09-30 13F AMERCO COM 023586100 28,918 43 0.15 10,314 0.29 0.4346
2018-08-10 2018-06-30 13F AMERCO COM 023586100 28,875 8,836 44.09 10,284 48.72 0.4773
2018-04-17 2018-03-31 13F AMERCO COM 023586100 20,039 9,085 82.94 6,915 67.03 0.3373
2018-01-19 2017-12-31 13F AMERCO COM 023586100 10,954 10,954 4,140 0.1905
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.