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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $27.4M |
| Exits | 23 | $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 |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -18.3% | 29,920 | $2.0M |
| Chemistry Wealth Management LLC | 0.53% | Add +15.6% | 29,641 | $2.0M |
| VELA Investment Management, LLC | 0.70% | Reduce -0.3% | 28,467 | $1.9M |
| Millennium Management | 0.00% | Add +162.9% | 28,317 | $1.9M |
| Korea Investment CORP | 0.00% | Reduce -5.5% | 27,480 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +0.1% | 26,696 | $1.8M |
| Skylands Capital, LLC | 0.25% | Add +28.1% | 26,645 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +0.3% | 32,848 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -2.1% | 25,749 | $1.7M |
| RBF Capital, LLC | 0.09% | No change | 25,200 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +11.7% | 24,461 | $1.6M |
| Ethic Inc. | 0.04% | Reduce -9.9% | 23,787 | $1.6M |
| Prudential Financial Inc. | 0.00% | Reduce -17.7% | 23,518 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -49.0% | 23,496 | $1.6M |
| STRS Ohio | 0.01% | New | 23,444 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -4.2% | 23,235 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -43.0% | 23,191 | $1.5M |
| Caisse de depot et placement du Quebec | 0.00% | New | 21,403 | $1.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.4M |
| Norman Fields, Gottscho Capital Management, LLC | 0.49% | Reduce -2.2% | 19,817 | $1.3M |
| Susquehanna Fundamental Investments, LLC | 0.06% | New | 19,699 | $1.3M |
| Hyperion Capital Advisors LP | 0.62% | No change | 19,660 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.17% | New | 19,586 | $1.3M |
| DNB Asset Management AS | 0.01% | Reduce -2.8% | 19,583 | $1.3M |
| Panagora Asset Management Inc. | 0.01% | No change | 18,450 | $1.2M |
| Robotti Robert | 0.16% | No change | 18,100 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | No change | 18,000 | $1.2M |
| Utah Retirement Systems | 0.01% | No change | 17,397 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +0.9% | 17,127 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.5% | 16,404 | $1.1M |
| Roundview Capital LLC | 0.09% | No change | 15,795 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Add +14.5% | 15,775 | $1.1M |
| Prelude Capital Management, LLC | 0.07% | Add +12.1% | 15,691 | $1.0M |
| SG Americas Securities, LLC | 0.01% | New | 15,442 | $1.0M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +2.3% | 15,155 | $1.0M |
| Investment Management Corp of Ontario | 0.03% | New | 15,036 | $1.0M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | No change | 15,000 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -15.4% | 14,998 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.2% | 14,694 | $980K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -5.2% | 14,694 | $980K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 14,262 | $951K |
| Focus Partners Wealth | 0.01% | New | 15,178 | $943K |
| Institute for Wealth Management, LLC. | 0.12% | Reduce -1.0% | 14,064 | $938K |
| Cetera Investment Advisers | 0.00% | Add +312.0% | 13,980 | $932K |
| Toronto Dominion Bank | 0.00% | Reduce -19.5% | 13,815 | $921K |
| K2 Principal Fund, L.P. | 0.47% | Add +55.5% | 13,733 | $916K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.0% | 13,181 | $879K |
| Macquarie Group Ltd. | 0.00% | Reduce -10.5% | 13,075 | $872K |
| Xponance LLC | 0.01% | Add +63.4% | 11,881 | $792K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.6% | 11,752 | $784K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +2.8% | 11,510 | $767K |
| Amalgamated Bank | 0.01% | Reduce -42.9% | 11,258 | $751K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Add +132.3% | 12,425 | $746K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,962 | $731K |
| Raymond James & Associates | 0.00% | Add +10.2% | 10,590 | $706K |
| Mariner, LLC | 0.00% | Add +33.8% | 10,580 | $705K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -34.1% | 10,811 | $695K |
| Janney Montgomery Scott LLC | 0.00% | Add +110.5% | 10,262 | $684K |
| APG Asset Management N.V. | 0.00% | Reduce -31.5% | 10,869 | $671K |
| IFG Advisory, LLC | 0.05% | Reduce -1.0% | 10,060 | $671K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 9,550 | $637K |
| Principal Financial Group Inc. | 0.00% | Add +10.5% | 8,980 | $599K |
| TD Asset Management Inc | 0.00% | Reduce -3.8% | 8,600 | $573K |
| Legacy Wealth Asset Management, LLC | 0.15% | Reduce -2.2% | 8,192 | $546K |
| Creative Planning | 0.00% | Add +0.1% | 7,909 | $527K |
| Viawealth, LLC | 0.32% | Add +7.8% | 7,708 | $514K |
| Janney Capital Management LLC | 0.03% | Reduce -3.4% | 7,682 | $512K |
| Nordea Investment Management AB | 0.00% | Add +14.9% | 7,250 | $479K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,718 | $472K |
| Quantinno Capital Management LP | 0.01% | Add +36.0% | 6,727 | $449K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.0% | 6,719 | $448K |
| Metis Global Partners, LLC | 0.02% | Add +2.2% | 6,675 | $445K |
| Bank of Montreal | 0.00% | Reduce -7.4% | 6,638 | $444K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -67.7% | 6,645 | $443K |
| KBC Group NV | 0.00% | Reduce -4.3% | 6,564 | $438K |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 6,344 | $423K |
| Daiwa Securities Group Inc. | 0.00% | Add +9.6% | 6,337 | $423K |
| Prudential PLC | 0.00% | Reduce -50.7% | 6,238 | $416K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -1.2% | 6,066 | $404K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.01% | Add +108.5% | 6,052 | $404K |
| Old National Bancorp | 0.01% | Add +6.8% | 6,024 | $402K |
| Schroder Investment Management Group | 0.00% | New | 5,908 | $394K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,510 | $367K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $365K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -24.1% | 5,475 | $365K |
| Sei Investments Co. | 0.00% | Reduce -15.0% | 5,153 | $344K |
| Man Group plc | 0.00% | New | 5,038 | $336K |
| HighTower Advisors, LLC | 0.00% | Reduce -25.7% | 5,010 | $335K |
| Keybank National Association | 0.00% | Reduce -2.2% | 4,969 | $331K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.8% | 4,883 | $326K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -63.3% | 4,753 | $317K |
| Bank of Nova Scotia | 0.00% | Add +1.2% | 4,720 | $315K |
| Five Oceans Advisors | 0.16% | Reduce -1.3% | 4,699 | $313K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.9% | 4,679 | $312K |
| Asahi Life Asset Management Co., LTD. | 0.18% | Reduce -13.2% | 4,610 | $307K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.7% | 4,598 | $307K |
| State of Michigan Retirement System | 0.00% | No change | 4,554 | $304K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 4,500 | $300K |
| Aigen Investment Management, LP | 0.06% | New | 4,297 | $287K |
| Meiji Yasuda Life Insurance Co | 0.01% | New | 4,270 | $285K |
| Jump Financial, LLC | 0.01% | Reduce -40.0% | 4,200 | $280K |
| Argent Trust Co | 0.01% | No change | 4,070 | $271K |
| XTX Topco Ltd | 0.04% | Reduce -30.7% | 4,058 | $271K |
| AQR Capital Management | 0.00% | Reduce -64.0% | 4,116 | $271K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.4% | 4,055 | $270K |
| Proficio Capital Partners LLC | 0.03% | Add +0.1% | 4,005 | $267K |
| Cibc World Markets Corp. | 0.00% | New | 3,974 | $265K |
| Forum Financial Management, LP | 0.00% | Reduce -7.8% | 3,821 | $255K |
| Cerity Partners LLC | 0.00% | Add +23.4% | 3,788 | $253K |
| Capstone Investment Advisors, LLC | 0.01% | New | 3,649 | $243K |
| CIBC Asset Management Inc | 0.00% | No change | 3,627 | $242K |
| MetLife Investment Management, LLC | 0.00% | Add +0.3% | 3,547 | $237K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.0% | 3,402 | $227K |
| Intech Investment Management LLC | 0.00% | New | 3,378 | $225K |
| Meeder Asset Management Inc. | 0.01% | New | 3,348 | $223K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 3,327 | $222K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -48.8% | 3,146 | $210K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.2% | 3,092 | $206K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 2,744 | $183K |
| Comerica Bank | 0.00% | Reduce -13.3% | 2,413 | $161K |
| Degroof Petercam Asset Management | 0.00% | No change | 2,400 | $160K |
| Rothschild Investment LLC | 0.01% | No change | 2,300 | $153K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,205 | $147K |
| Vestcor Inc | 0.00% | Reduce -0.8% | 2,025 | $135K |
| Parallel Advisors, LLC | 0.00% | Add +7.0% | 1,999 | $133K |
| National Bank of Canada | 0.00% | Add +59.7% | 1,706 | $113K |
| Colonial Trust Co / SC | 0.02% | Add +0.1% | 1,590 | $106K |
| Signaturefd, LLC | 0.00% | No change | 1,467 | $98K |
| UniSuper Management Pty Ltd | 0.00% | Add +133.3% | 1,400 | $93K |
| Cwm, LLC | 0.00% | Add +1.7% | 1,397 | $93K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -86.0% | 1,166 | $78K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 1,159 | $77K |
| American International Group, Inc. | 0.00% | Reduce -0.8% | 1,151 | $77K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.0% | 1,080 | $72K |
| Trivant Custom Portfolio Group, LLC | 0.04% | No change | 900 | $60K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $60K |
| Rakuten Investment Management, Inc. | 0.00% | Add +1100.0% | 840 | $56K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 810 | $54K |
| CoreCap Advisors, LLC | 0.00% | New | 810 | $54K |
| Castleview Partners, LLC | 0.03% | Add +28.6% | 800 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -55.5% | 694 | $43K |
| State of Wyoming | 0.01% | New | 622 | $41K |
| Quent Capital, LLC | 0.00% | No change | 578 | $39K |
| Allworth Financial LP | 0.00% | No change | 576 | $38K |
| Quadrant Capital Group LLC | 0.00% | No change | 558 | $37K |
| Huntington National Bank | 0.00% | No change | 552 | $37K |
| Ostrum Asset Management | 0.00% | No change | 502 | $33K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 495 | $33K |
| GAMMA Investing LLC | 0.01% | Reduce -12.7% | 447 | $30K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -9.7% | 399 | $27K |
| Blue Trust, Inc. | 0.00% | Add +443.8% | 397 | $26K |
| Riverview Trust Co | 0.02% | New | 308 | $21K |
| Lindbrook Capital, LLC | 0.00% | No change | 279 | $19K |
| UMB Bank, n.a. | 0.00% | No change | 270 | $18K |
| Quarry LP | 0.01% | New | 217 | $14K |
| Covestor Ltd | 0.01% | No change | 190 | $13K |
| CI Investments Inc. | 0.00% | Add +29.2% | 199 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $11K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 144 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +13.8% | 132 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 108 | $7K |
| CIBC Private Wealth Group LLC | 0.00% | New | 101 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.1% | 101 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 99 | $7K |
| Farther Finance Advisors, LLC | 0.00% | No change | 92 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $6K |
| Zions Bancorporation, N.A. | 0.00% | No change | 81 | $5K |
| Avior Wealth Management, LLC | 0.00% | New | 54 | $4K |
| Red Tortoise LLC | 0.00% | No change | 44 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +17.9% | 33 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 33 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 27 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 29 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -83.3% | 18 | $1K |
| Avion Wealth | 0.00% | No change | 9 | $1K |
| IFP Advisors, Inc | 0.00% | Add +75.0% | 14 | $934 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -14.3% | 12 | $801 |
| True Wealth Design, LLC | 0.00% | Add +71.4% | 12 | $801 |
| Arax Advisory Partners | 0.00% | No change | 9 | $601 |
| TFO Wealth Partners, LLC | 0.00% | No change | 7 | $467 |
| Valued Wealth Advisors LLC | 0.00% | New | 2 | $134 |
"% 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.