U-Haul Holding Co.-Non VotingUHAL.B

13F holders, Q2 2026 (June 30)
333holders +36
56new positions
24sold out
7famous investors
$57.69avg. 13F price*

At the end of Q2 2026, 333 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 36 from Q1 2026. 56 opened new positions and 24 sold out. The largest holders were Yacktman Asset Management ($357.6M), Dimensional Fund Advisors LP ($271.4M) and BlackRock, Inc. ($266.1M). 7 famous investors held it, including Stephen Yacktman (4.4% of Yacktman Asset Management's portfolio), David Abrams (3.4% of Abrams Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
U-Haul Holding Co.-Non Voting
CUSIP
023586506
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 285Q1 2024Q2 2024: 282Q2 2024Q3 2024: 292Q3 2024Q4 2024: 314Q4 2024Q1 2025: 325Q1 2025Q2 2025: 323Q2 2025Q3 2025: 336Q3 2025Q4 2025: 313Q4 2025Q1 2026: 297Q1 2026Q2 2026: 333Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions56$65.1M
Exits24$81.4M

All 13F filers, Q1 2026 → Q2 2026: 4,600,807 shares bought and 5,006,912 shares sold, net −406,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 333 holders

Yacktman Asset Management 4.42% Add +2.5% 6,197,210 $357.6M
Dimensional Fund Advisors LP 0.05% Add +9.1% 4,703,268 $271.4M
BlackRock, Inc. 0.00% Add +0.0% 4,612,533 $266.1M
Vanguard Capital Management LLC 0.01% Reduce -0.1% 4,400,067 $253.9M
FMR LLC 0.01% Reduce -6.8% 4,216,288 $243.3M
Vanguard Portfolio Management LLC 0.01% Reduce -2.0% 3,768,481 $217.4M
Abrams Capital Management 3.42% No change 3,251,469 $187.6M
Hotchkis & Wiley Capital Management LLC 0.42% Reduce -22.1% 2,470,586 $142.6M
Smead Capital Management, Inc. 2.52% Reduce -5.4% 2,031,260 $117.2M
Reinhart Partners, Llc. 2.57% Add +6.4% 1,951,075 $112.6M
State Street Corp. 0.00% Add +2.5% 1,947,020 $112.3M
Geode Capital Management, LLC 0.01% Reduce -2.1% 1,753,727 $101.2M
D. E. Shaw & Co. 0.05% Add +25.9% 1,272,655 $73.4M
Norges Bank 0.01% — 1,010,271 $58.3M
Thompson Siegel & Walmsley LLC 0.97% Reduce -33.7% 934,250 $53.9M
Charles Schwab Investment Management Inc. 0.01% Add +1.9% 856,339 $49.4M
Scharf Investments, LLC 1.57% Reduce -7.6% 821,423 $47.4M
State of Wisconsin Investment Board 0.09% Add +144.4% 755,372 $43.6M
Qube Research & Technologies Ltd 0.04% Add +156.6% 671,246 $38.7M
Vanguard Fiduciary Trust Co. 0.01% Add +1.4% 630,447 $36.4M
Artisan Partners Limited Partnership 0.06% Reduce -35.9% 622,578 $35.9M
Wallace Capital Management Inc. 3.53% Add +2.9% 557,360 $32.2M
Northern Trust Corp. 0.00% Reduce -1.2% 536,227 $30.9M
Tweedy, Browne Co LLC 2.02% Reduce -0.1% 462,827 $26.7M
Bruce & Co., Inc. 6.51% Reduce -7.7% 417,000 $24.1M
Millennium Management 0.02% Reduce -17.3% 391,829 $22.6M
Tidal Investments LLC 0.05% Reduce -5.6% 367,854 $21.2M
Morgan Stanley 0.00% Add +8.0% 361,408 $20.9M
Mackenzie Financial Corp. 0.02% New 322,538 $18.6M
Tensile Capital Management LP 2.52% Reduce -17.0% 316,610 $18.3M
HRT Financial LP 0.03% Add +119.3% 297,499 $17.2M
Bank of New York Mellon Corp 0.00% Add +3.8% 293,393 $16.9M
American Century Companies Inc. 0.01% Add +99.8% 286,681 $16.5M
Third Avenue Management LLC 2.62% Reduce -0.2% 283,872 $16.4M
Invesco Ltd. 0.00% Add +36.3% 276,706 $16.0M
DigitalBridge Group, Inc. 0.96% Reduce -20.7% 275,961 $15.9M
Royal Bank of Canada 0.00% Add +4.3% 257,568 $14.9M
Bank of America Corp. 0.00% Add +26.4% 254,365 $14.7M
Systematic Financial Management LP 0.27% Reduce -2.5% 238,617 $13.8M
Fuller & Thaler Asset Management, Inc. 0.03% Add +3.9% 218,963 $12.6M
Deltroit Asset Management (UK) LLP 2.00% New 212,271 $12.2M
Goldman Sachs Group Inc. 0.00% Reduce -25.0% 209,012 $12.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +3.3% 207,479 $12.0M
Swiss National Bank 0.01% Reduce -2.8% 203,600 $11.7M
Los Angeles Capital Management LLC 0.04% Add +670714.3% 187,828 $10.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +370.3% 187,386 $10.8M
Bayberry Capital Partners LP 3.68% Reduce -36.2% 185,000 $10.7M
NFC Investments, LLC 2.64% Add +1.0% 180,087 $10.4M
Edgestream Partners, L.P. 0.30% Add +930.2% 174,884 $10.1M
First Trust Advisors LP 0.01% Reduce -1.6% 169,585 $9.8M
Vision Capital Management, Inc. 1.02% Reduce -1.4% 154,986 $8.9M
Midwest Trust Co 0.10% Reduce -1.2% 151,973 $8.8M
Nuveen, LLC 0.00% Reduce -9.2% 140,181 $8.1M
Wells Fargo & Company 0.00% Reduce -12.6% 139,181 $8.0M
Oppenheimer & Close, LLC 4.99% Add +1.7% 137,032 $7.9M
UBS Group AG 0.00% Add +73.2% 130,984 $7.6M
Kerrisdale Advisers, LLC 1.84% No change 127,232 $7.3M
Citadel Advisors 0.00% Add +67.7% 125,969 $7.3M
Credit Industriel Et Commercial 1.33% Add +20.3% 125,898 $7.3M
Applied Fundamental Research, LLC 8.13% No change 119,045 $6.9M
Susquehanna International Group, LLP 0.01% Add +177.8% 117,470 $6.8M
Mraz, Amerine & Associates, Inc. 0.96% Reduce -0.8% 116,181 $6.7M
California State Teachers Retirement System 0.01% Reduce -1.6% 107,003 $6.2M
Raymond James Financial Inc. 0.00% Reduce -66.7% 105,894 $6.1M
Harbor Capital Advisors, Inc. 0.41% Reduce -12.9% 104,646 $6.0M
Man Group plc 0.01% Add +66.5% 102,831 $5.9M
Capula Management Ltd 0.03% New 101,811 $5.9M
T. Rowe Price Associates Inc. 0.00% Add +8.6% 96,801 $5.6M
Franklin Resources Inc. 0.00% New 96,757 $5.6M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +359.6% 89,285 $5.2M
Rhumbline Advisers 0.00% Reduce -10.4% 88,728 $5.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +2.3% 87,884 $5.1M
BCGM Wealth Management, LLC 1.05% Add +6.3% 85,754 $4.9M
Envestnet Asset Management Inc. 0.00% Reduce -8.7% 85,328 $4.9M
Orvieto Partners, L.P. 3.72% Add +40.2% 84,944 $4.9M
State Board of Administration of Florida Retirement System 0.01% Reduce -2.2% 84,352 $4.9M
Diversified Investment Strategies, LLC 3.11% No change 83,329 $4.8M
Legal & General Group Plc 0.00% Add +3.5% 82,515 $4.8M
Quantinno Capital Management LP 0.01% Add +16.9% 76,517 $4.4M
Jane Street Group, LLC 0.00% Add +4.7% 72,189 $4.2M
New York State Common Retirement Fund 0.01% Reduce -3.2% 71,853 $4.1M
Susquehanna Fundamental Investments, LLC 0.07% Add +13.4% 67,538 $3.9M
GAMCO Investors 0.03% Reduce -0.1% 66,663 $3.8M
Trexquant Investment LP 0.02% New 63,000 $3.6M
Storebrand Asset Management As 0.01% Reduce -12.8% 62,250 $3.6M
SG Americas Securities, LLC 0.00% Add +201.3% 54,287 $3.1M
JPMorgan Chase & Co. 0.00% Reduce -28.4% 48,171 $3.1M
Treasurer of the State of North Carolina 0.01% Add +1.3% 53,829 $3.1M
Skylands Capital, LLC 0.36% Reduce -40.3% 50,965 $2.9M
Logan Stone Capital, LLC 0.61% New 50,089 $2.9M
Knightsbridge Asset Management, LLC 0.38% Reduce -1.1% 49,192 $2.8M
Inkwell Capital LLC 2.94% Reduce -0.3% 48,880 $2.8M
Natixis 0.01% New 47,426 $2.7M
Jupiter Topco LLC 0.00% — 47,100 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -12.3% 46,552 $2.7M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.6% 46,373 $2.7M
AQR Capital Management 0.00% Add +1.7% 44,607 $2.6M
Squarepoint Ops LLC 0.01% Add +111.2% 44,574 $2.6M
KBC Group NV 0.01% Add +4.6% 43,880 $2.5M
Vanguard Global Advisers, LLC 0.00% Reduce -6.5% 43,555 $2.5M

"% of holder's portfolio" is UHAL.B's weight in each manager's 13F, not the share of U-Haul Holding Co.-Non Voting the manager owns.

Show all 333 holders