U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q2 2024 (June 30)282holders −3
32new positions
36sold out
7famous investors
$60.02avg. 13F price*
At the end of Q2 2024, 282 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, down 3 from Q1 2024. 32 opened new positions and 36 sold out. The largest holders were Vanguard Group Inc. ($555.4M), Yacktman Asset Management ($423.8M) and BlackRock Inc. ($329.6M). 7 famous investors held it, including David Abrams (4.2% of Abrams Capital Management's portfolio), Stephen Yacktman (4.0% of Yacktman Asset Management's portfolio) and Nelson Peltz (1.3% of Trian Fund 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $85.9M |
| Exits | 36 | $40.8M |
All 13F filers, Q1 2024 → Q2 2024: 3,043,834 shares bought and 1,867,762 shares sold, net +1,176,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 282 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.4% | 9,252,767 | $555.4M |
| Yacktman Asset Management | 3.98% | Reduce -0.8% | 7,060,924 | $423.8M |
| BlackRock Inc. | 0.01% | Reduce -1.6% | 5,492,168 | $329.6M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -0.5% | 3,888,169 | $233.4M |
| Abrams Capital Management | 4.16% | No change | 3,545,220 | $212.8M |
| FMR LLC | 0.01% | Reduce -11.1% | 2,916,774 | $175.1M |
| State Street Corp. | 0.01% | Add +1.5% | 2,369,444 | $142.2M |
| Smead Capital Management, Inc. | 2.18% | Add +6.9% | 2,327,119 | $139.7M |
| Wellington Management Group LLP | 0.02% | Reduce -12.0% | 2,066,167 | $124.0M |
| Southpoint Capital Advisors LP | 2.49% | Add +6.4% | 1,670,000 | $100.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.2% | 1,576,517 | $94.5M |
| Reinhart Partners, Llc. | 3.67% | Reduce -0.6% | 1,471,683 | $88.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.29% | Add +12.9% | 1,429,683 | $85.8M |
| Artisan Partners Limited Partnership | 0.12% | Reduce -0.7% | 1,338,081 | $80.3M |
| Hotchkis & Wiley Capital Management LLC | 0.28% | Add +38.8% | 1,324,195 | $79.5M |
| Scharf Investments, LLC | 1.77% | Reduce -4.1% | 1,032,689 | $62.0M |
| Trian Fund Management | 1.33% | New | 909,300 | $54.6M |
| Norges Bank | 0.01% | Reduce -1.7% | 908,381 | $54.5M |
| Morgan Stanley | 0.00% | Add +5.7% | 712,589 | $42.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.1% | 643,294 | $38.6M |
| Tweedy, Browne Co LLC | 1.66% | Reduce -0.8% | 601,930 | $36.1M |
| Bruce & Co., Inc. | 10.89% | Add +10.1% | 542,950 | $32.6M |
| Northern Trust Corp. | 0.01% | Add +1.3% | 541,432 | $32.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +23.6% | 459,618 | $27.6M |
| Bank of New York Mellon Corp | 0.00% | Add +7.5% | 384,676 | $23.1M |
| First Trust Advisors LP | 0.02% | Add +57.9% | 375,256 | $22.5M |
| Scout Investments, Inc. | 0.52% | New | 319,759 | $19.2M |
| Invesco Ltd. | 0.00% | Add +2.6% | 293,523 | $17.6M |
| Swiss National Bank | 0.01% | Reduce -1.2% | 287,331 | $17.2M |
| Third Avenue Management LLC | 2.93% | Reduce -3.4% | 284,509 | $17.1M |
| Harspring Capital Management, LLC | 4.31% | Reduce -2.2% | 283,500 | $17.0M |
| Janus Henderson Group PLC | 0.01% | Add +0.5% | 275,733 | $16.5M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.1% | 253,861 | $15.2M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Add +3.5% | 248,463 | $14.9M |
| Corient Private Wealth LP | 0.02% | Reduce -1.2% | 229,810 | $13.8M |
| Legal & General Group Plc | 0.00% | Add +4.5% | 227,619 | $13.7M |
| Systematic Financial Management LP | 0.41% | Reduce -3.6% | 226,405 | $13.6M |
| California State Teachers Retirement System | 0.01% | Add +3.3% | 204,519 | $12.3M |
| Vision Capital Management, Inc. | 1.64% | Reduce -0.8% | 183,939 | $11.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -21.0% | 180,046 | $10.8M |
| Deutsche Bank AG | 0.00% | Add +0.1% | 171,774 | $10.3M |
| Punch & Associates Investment Management, Inc. | 0.57% | Add +1.2% | 160,076 | $9.6M |
| Financial Counselors Inc. | 0.15% | Add +4.7% | 152,681 | $9.2M |
| Wells Fargo & Company | 0.00% | Reduce -5.6% | 146,795 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.4% | 123,977 | $7.4M |
| Rhumbline Advisers | 0.01% | Reduce -13.8% | 122,695 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 122,010 | $7.3M |
| American Century Companies Inc. | 0.00% | Add +7.3% | 120,837 | $7.3M |
| Brandywine Global Investment Management, LLC | 0.05% | Add +22.9% | 116,408 | $7.0M |
| Zuckerman Investment Group, LLC | 0.78% | Add +0.8% | 111,694 | $6.7M |
| RK Asset Management, LLC | 5.73% | Reduce -0.4% | 110,452 | $6.6M |
| Bank of America Corp. | 0.00% | Add +20.5% | 108,483 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Add +29.8% | 104,752 | $6.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +10.4% | 100,841 | $6.1M |
| Swedbank AB | 0.01% | Reduce -3.0% | 99,406 | $6.0M |
| Schwartz Investment Counsel Inc. | 0.22% | No change | 97,200 | $5.8M |
| Renaissance Technologies | 0.01% | Add +27.2% | 95,000 | $5.7M |
| Storebrand Asset Management As | 0.02% | Add +22.2% | 94,306 | $5.7M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -13.8% | 91,199 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 89,728 | $5.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.0% | 89,053 | $5.3M |
| Mraz, Amerine & Associates, Inc. | 1.09% | Add +0.4% | 88,533 | $5.3M |
| Harbor Capital Advisors, Inc. | 0.38% | Add +323.7% | 82,979 | $5.0M |
| Diversified Investment Strategies, LLC | 3.42% | Reduce -3.3% | 81,501 | $4.9M |
| Amundi | 0.00% | Add +16.0% | 79,917 | $4.9M |
| Andra AP-fonden | 0.07% | Add +39.0% | 72,700 | $4.4M |
| Victory Capital Management Inc. | 0.00% | Add +4.8% | 68,891 | $4.1M |
| Barclays PLC | 0.00% | Reduce -6.3% | 62,592 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 62,515 | $3.8M |
| UBS Group AG | 0.00% | Reduce -1.2% | 62,367 | $3.7M |
| Knightsbridge Asset Management, LLC | 0.89% | Reduce -1.6% | 59,085 | $3.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 57,653 | $3.5M |
| State of Wisconsin Investment Board | 0.01% | Add +8.6% | 56,489 | $3.4M |
| Kerrisdale Advisers, LLC | 1.04% | No change | 55,241 | $3.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.9% | 54,387 | $3.3M |
| Richard Bernstein Advisors LLC | 0.07% | Add +0.0% | 51,821 | $3.1M |
| Oppenheimer & Close, LLC | 2.60% | No change | 49,353 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -4.1% | 46,669 | $2.8M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -0.3% | 46,078 | $2.8M |
| Danske Bank A/S | 0.01% | Reduce -20.9% | 45,417 | $2.7M |
| Pictet Asset Management Holding SA | 0.00% | Add +23.3% | 42,350 | $2.5M |
| Voya Investment Management LLC | 0.00% | Add +7.6% | 41,777 | $2.5M |
| HSBC Holdings PLC | 0.00% | Reduce -16.3% | 40,951 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 40,303 | $2.4M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 39,200 | $2.4M |
| Asset Management One Co., Ltd. | 0.01% | Add +7.9% | 38,448 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.4% | 38,235 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | No change | 38,030 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.4% | 37,380 | $2.2M |
| Ingalls & Snyder LLC | 0.10% | Reduce -0.8% | 37,250 | $2.2M |
| LPL Financial LLC | 0.00% | Add +5.5% | 36,749 | $2.2M |
| Brasada Capital Management, LP | 0.39% | Reduce -1.2% | 36,559 | $2.2M |
| Pacific Global Investment Management Co. | 0.41% | Add +2.9% | 35,670 | $2.1M |
| Chemistry Wealth Management LLC | 0.52% | Add +13.3% | 33,590 | $2.0M |
| Long Corridor Asset Management Ltd | 2.45% | New | 33,280 | $2.0M |
| Jane Street Group, LLC | 0.00% | Add +40.8% | 32,661 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +8.0% | 32,315 | $1.9M |
| Edgestream Partners, L.P. | 0.09% | New | 31,563 | $1.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -30.8% | 31,278 | $1.9M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -2.5% | 31,099 | $1.9M |
"% 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.