U-Haul Holding Co.-Non VotingUHAL.B

13F holders, Q1 2024 (March 31)
285holders
6famous investors
$66.64avg. 13F price*

At the end of Q1 2024, 285 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings. The largest holders were Vanguard Group Inc. ($619.6M), Yacktman Asset Management ($474.5M) and BlackRock Inc. ($372.4M). 6 famous investors held it, including David Abrams (7.4% of Abrams Capital Management's portfolio), Stephen Yacktman (4.3% of Yacktman Asset Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 2024

InstitutionsTotal Value
New Positions28$27.4M
Exits23$8.9M

Ownership 285 holders

Vanguard Group Inc. 0.01% Add +0.2% 9,291,884 $619.6M
Yacktman Asset Management 4.27% Reduce -3.8% 7,116,453 $474.5M
BlackRock Inc. 0.01% Reduce -0.1% 5,584,244 $372.4M
Dimensional Fund Advisors LP 0.07% Reduce -6.7% 3,908,487 $260.6M
Abrams Capital Management 7.38% Reduce -3.2% 3,545,220 $236.4M
FMR LLC 0.01% Reduce -2.0% 3,280,159 $218.7M
Wellington Management Group LLP 0.03% Reduce -22.4% 2,347,644 $156.5M
State Street Corp. 0.01% Add +2.4% 2,334,904 $155.7M
Smead Capital Management, Inc. 2.27% Add +4.8% 2,176,140 $145.1M
Southpoint Capital Advisors LP 2.07% Add +105.9% 1,570,000 $104.7M
Geode Capital Management, LLC 0.01% Add +3.1% 1,543,064 $102.7M
Reinhart Partners, Llc. 4.02% Reduce -3.0% 1,480,145 $98.7M
Artisan Partners Limited Partnership 0.13% Reduce -1.5% 1,347,562 $89.9M
Barrow Hanley Mewhinney & Strauss LLC 0.28% Reduce -0.6% 1,266,463 $84.4M
Scharf Investments, LLC 1.94% Reduce -5.6% 1,076,381 $71.8M
Hotchkis & Wiley Capital Management LLC 0.21% Add +15.4% 953,745 $63.6M
Norges Bank 0.01% Add +0.7% 923,827 $61.6M
Morgan Stanley 0.00% Add +7.0% 673,930 $44.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -30.5% 629,968 $42.0M
Tweedy, Browne Co LLC 1.90% Reduce -0.1% 607,080 $40.5M
Northern Trust Corp. 0.01% Reduce -5.4% 534,389 $35.6M
Bruce & Co., Inc. 11.07% Reduce -8.0% 493,350 $32.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +0.4% 371,780 $24.8M
Bank of New York Mellon Corp 0.00% Reduce -6.2% 357,808 $23.9M
Third Avenue Management LLC 3.13% No change 294,413 $19.6M
Swiss National Bank 0.01% Reduce -3.9% 290,731 $19.4M
Harspring Capital Management, LLC 4.56% No change 290,000 $19.3M
Invesco Ltd. 0.00% Add +23.9% 285,984 $19.1M
Janus Henderson Group PLC 0.01% Reduce -2.1% 274,493 $18.3M
Nuveen Asset Management, LLC 0.01% Add +1.0% 254,247 $17.0M
Fuller & Thaler Asset Management, Inc. 0.07% Add +6.7% 239,997 $16.0M
First Trust Advisors LP 0.02% Add +202.9% 237,718 $15.9M
Systematic Financial Management LP 0.44% Reduce -0.0% 234,922 $15.7M
Corient Private Wealth LP 0.03% Add +1.7% 232,557 $15.7M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -2.4% 227,779 $15.2M
Legal & General Group Plc 0.00% Reduce -2.9% 217,707 $14.5M
California State Teachers Retirement System 0.02% Add +5.0% 197,973 $13.2M
Vision Capital Management, Inc. 1.84% Reduce -0.6% 185,472 $12.4M
Deutsche Bank AG 0.01% Add +6.7% 171,666 $11.4M
Punch & Associates Investment Management, Inc. 0.61% Add +2.1% 158,165 $10.5M
Wells Fargo & Company 0.00% Reduce -14.8% 155,467 $10.4M
Point72 Asset Management 0.03% New 149,852 $10.0M
Financial Counselors Inc. 0.16% Add +2.5% 145,897 $9.7M
Winmill & Co. Inc. 2.72% No change 143,370 $9.6M
Rhumbline Advisers 0.01% Reduce 0.0% 142,418 $9.5M
Credit Suisse AG/ 0.01% Reduce -2.8% 127,184 $8.5M
Royal Bank of Canada 0.00% Add +3.1% 119,752 $8.0M
American Century Companies Inc. 0.00% Add +22.8% 112,576 $7.5M
RK Asset Management, LLC 6.02% Reduce -1.1% 110,932 $7.4M
Zuckerman Investment Group, LLC 0.85% Add +4.1% 110,861 $7.4M
CANADA LIFE ASSURANCE Co 0.01% Add +117.9% 105,758 $7.1M
Goldman Sachs Group Inc. 0.00% Reduce -19.3% 102,955 $6.9M
Swedbank AB 0.01% Add +8.5% 102,445 $6.8M
Schwartz Investment Counsel Inc. 0.24% No change 97,200 $6.5M
Brandywine Global Investment Management, LLC 0.05% Reduce -0.5% 94,685 $6.3M
Bank of America Corp. 0.00% Add +184.8% 90,034 $6.0M
New York State Common Retirement Fund 0.01% Reduce -12.1% 89,058 $5.9M
Envestnet Asset Management Inc. 0.00% Add +11.2% 88,881 $5.9M
Mraz, Amerine & Associates, Inc. 1.11% Reduce -0.4% 88,175 $5.9M
Diversified Investment Strategies, LLC 3.78% Reduce -0.4% 84,291 $5.6M
JPMorgan Chase & Co. 0.00% Reduce -10.6% 80,694 $5.4M
Storebrand Asset Management As 0.02% Add +193.5% 77,162 $5.1M
Renaissance Technologies 0.01% Add +33.2% 74,700 $5.0M
DigitalBridge Group, Inc. 0.44% Add +0.6% 71,631 $4.8M
State Board of Administration of Florida Retirement System 0.01% Reduce -9.5% 91,318 $4.7M
Barclays PLC 0.00% Reduce -3.8% 66,798 $4.5M
Victory Capital Management Inc. 0.00% Add +24.7% 65,757 $4.4M
Ameriprise Financial Inc. 0.00% Reduce -3.2% 64,246 $4.3M
Amundi 0.00% Add +6.3% 68,884 $4.3M
Knightsbridge Asset Management, LLC 1.21% No change 60,026 $4.2M
UBS Group AG 0.00% Reduce -34.5% 63,131 $4.2M
State of New Jersey Common Pension Fund D 0.01% Add +15.2% 59,598 $4.0M
Mitsubishi UFJ Asset Management Co., Ltd. 0.01% Add +48.3% 57,653 $3.8M
Danske Bank A/S 0.01% — 57,441 $3.8M
Kerrisdale Advisers, LLC 1.16% No change 55,241 $3.7M
Andra AP-fonden 0.06% New 52,300 $3.5M
State of Wisconsin Investment Board 0.01% Add +3.5% 52,032 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +7.7% 51,847 $3.5M
Richard Bernstein Advisors LLC 0.07% No change 51,813 $3.5M
Robeco Institutional Asset Management B.V. 0.01% Add +242.5% 50,928 $3.4M
Oppenheimer & Close, LLC 2.85% Reduce -0.4% 49,353 $3.3M
HSBC Holdings PLC 0.00% Reduce -28.7% 48,913 $3.3M
Mitsubishi UFJ Trust & Banking Corp 0.01% Reduce -1.8% 48,642 $3.2M
Treasurer of the State of North Carolina 0.01% Add +0.7% 46,214 $3.1M
Russell Investments Group, Ltd. 0.00% Add +24.8% 45,166 $3.0M
Mn Services Vermogensbeheer B.V. 0.02% New 39,200 $2.6M
Voya Investment Management LLC 0.00% Reduce -4.2% 38,819 $2.6M
Public Employees Retirement System of Ohio 0.01% Reduce -11.6% 38,392 $2.6M
State of Alaska, Department of Revenue 0.03% No change 38,030 $2.5M
Ingalls & Snyder LLC 0.11% Reduce -7.0% 37,570 $2.5M
Alliancebernstein L.P. 0.00% Reduce -1.4% 37,227 $2.5M
Brasada Capital Management, LP 0.44% Add +14.5% 36,992 $2.5M
Asset Management One Co., Ltd. 0.01% Reduce -5.6% 35,625 $2.4M
LPL Financial LLC 0.00% Reduce -1.2% 34,841 $2.3M
Pacific Global Investment Management Co. 0.44% Add +4.5% 34,665 $2.3M
Pictet Asset Management Holding SA 0.00% Reduce -2.2% 34,360 $2.3M
Ensign Peak Advisors, Inc 0.00% Reduce -4.6% 31,899 $2.1M
Resona Asset Management Co.,Ltd. 0.01% — 31,283 $2.1M
Ancora Advisors LLC 0.05% Reduce -6.5% 30,408 $2.0M
Highlander Capital Management, LLC 0.79% No change 29,980 $2.0M

"% 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 285 holders