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 |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -5.6% | 31,023 | $1.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -1.2% | 30,899 | $1.9M |
| Ashton Thomas Securities, LLC | 0.42% | — | 23,700 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 28,739 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -7.1% | 28,260 | $1.7M |
| STRS Ohio | 0.01% | Add +20.4% | 28,225 | $1.7M |
| Citigroup Inc. | 0.00% | Add +17.4% | 27,587 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Add +39.6% | 27,499 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -0.1% | 26,662 | $1.6M |
| Skylands Capital, LLC | 0.23% | No change | 26,645 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -0.3% | 25,673 | $1.5M |
| RBF Capital, LLC | 0.09% | No change | 25,200 | $1.5M |
| Ethic Inc. | 0.03% | Reduce -0.9% | 23,580 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -3.0% | 22,818 | $1.4M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 22,754 | $1.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.3M |
| DNB Asset Management AS | 0.01% | Add +5.6% | 20,682 | $1.2M |
| Handelsbanken Fonder AB | 0.01% | Add +12.8% | 20,300 | $1.2M |
| Hyperion Capital Advisors LP | 0.55% | No change | 19,660 | $1.2M |
| Korea Investment CORP | 0.00% | Reduce -29.7% | 19,308 | $1.2M |
| Norman Fields, Gottscho Capital Management, LLC | 0.40% | No change | 19,817 | $1.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +61.5% | 18,588 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Add +6.8% | 16,853 | $1.0M |
| Squarepoint Ops LLC | 0.00% | New | 16,684 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -3.0% | 16,618 | $997K |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +9.1% | 16,533 | $991K |
| Utah Retirement Systems | 0.01% | Reduce -5.2% | 16,497 | $990K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 16,422 | $986K |
| Citadel Advisors | 0.00% | New | 16,189 | $972K |
| Occudo Quantitative Strategies LP | 0.17% | New | 15,943 | $957K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +8.3% | 15,906 | $955K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +8.3% | 15,906 | $955K |
| Sanctuary Advisors, LLC | 0.01% | — | 15,118 | $952K |
| Focus Partners Wealth | 0.00% | Add +3.5% | 15,709 | $943K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +45.9% | 15,773 | $930K |
| Greenleaf Trust | 0.01% | No change | 14,998 | $900K |
| Institute for Wealth Management, LLC. | 0.12% | Add +5.0% | 14,769 | $886K |
| Mariner, LLC | 0.00% | Add +36.4% | 14,428 | $866K |
| Roundview Capital LLC | 0.07% | Reduce -11.3% | 14,013 | $841K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.4% | 13,915 | $835K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -0.4% | 13,134 | $788K |
| Raymond James & Associates | 0.00% | Add +20.8% | 12,789 | $768K |
| Macquarie Group Ltd. | 0.00% | Reduce -2.8% | 12,710 | $763K |
| Xponance LLC | 0.01% | Add +5.0% | 12,477 | $749K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +1.3% | 11,900 | $714K |
| SG Americas Securities, LLC | 0.00% | Reduce -25.0% | 11,586 | $695K |
| Amalgamated Bank | 0.01% | Add +2.1% | 11,499 | $690K |
| Quantinno Capital Management LP | 0.01% | Add +61.9% | 10,891 | $654K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -2.8% | 10,653 | $639K |
| Quantbot Technologies LP | 0.03% | New | 10,618 | $637K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -79.3% | 10,548 | $633K |
| Osaic Holdings, Inc. | 0.00% | Add +0.6% | 9,606 | $577K |
| Toronto Dominion Bank | 0.00% | Reduce -32.0% | 9,393 | $564K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +5.4% | 8,631 | $518K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +594.7% | 8,100 | $486K |
| Principal Financial Group Inc. | 0.00% | Reduce -10.8% | 8,015 | $481K |
| Creative Planning | 0.00% | Add +0.7% | 7,963 | $478K |
| Susquehanna International Group, LLP | 0.00% | Add +17.4% | 7,889 | $473K |
| TD Asset Management Inc | 0.00% | Reduce -9.4% | 7,790 | $468K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,718 | $463K |
| Viawealth, LLC | 0.29% | No change | 7,708 | $463K |
| Millennium Management | 0.00% | Reduce -73.6% | 7,484 | $449K |
| MBB Public Markets I LLC | 0.01% | New | 7,439 | $446K |
| Nordea Investment Management AB | 0.00% | No change | 7,250 | $435K |
| Bank of Montreal | 0.00% | Add +8.2% | 7,182 | $435K |
| IFG Advisory, LLC | 0.03% | Reduce -29.3% | 7,115 | $427K |
| Cetera Investment Advisers | 0.00% | Reduce -50.7% | 6,889 | $414K |
| Capstone Investment Advisors, LLC | 0.02% | Add +88.7% | 6,886 | $413K |
| Sei Investments Co. | 0.00% | Add +32.0% | 6,800 | $408K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.3% | 6,737 | $404K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 6,639 | $398K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 6,622 | $397K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +8.2% | 6,564 | $394K |
| Panagora Asset Management Inc. | 0.00% | Reduce -64.6% | 6,536 | $392K |
| Prudential PLC | 0.00% | No change | 6,238 | $374K |
| Old National Bancorp | 0.01% | Add +2.2% | 6,157 | $370K |
| APG Asset Management N.V. | 0.00% | Reduce -40.9% | 6,419 | $359K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $329K |
| Baker Ellis Asset Management LLC | 0.05% | Reduce -3.6% | 5,310 | $319K |
| AE Wealth Management LLC | 0.00% | New | 5,278 | $317K |
| AQR Capital Management | 0.00% | Add +27.9% | 5,263 | $315K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +6.3% | 5,192 | $312K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 5,187 | $311K |
| XTX Topco Ltd | 0.03% | Add +26.4% | 5,130 | $308K |
| Keybank National Association | 0.00% | Add +2.4% | 5,086 | $305K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.2% | 5,068 | $304K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 5,025 | $302K |
| Pathstone Holdings, LLC | 0.00% | Add +5.9% | 4,954 | $297K |
| CIBC Asset Management Inc | 0.00% | Add +35.8% | 4,926 | $296K |
| Aigen Investment Management, LP | 0.06% | Add +10.8% | 4,760 | $286K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 4,756 | $285K |
| Bank of Nova Scotia | 0.00% | Add +0.4% | 4,740 | $284K |
| M&T Bank Corp | 0.00% | Reduce -26.2% | 4,680 | $281K |
| CBIZ Investment Advisory Services, LLC | 0.02% | No change | 4,500 | $270K |
| Independent Financial Group, LLC | 0.01% | New | 4,500 | $270K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.8% | 4,169 | $253K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -25.0% | 4,106 | $246K |
| Argent Trust Co | 0.01% | No change | 4,070 | $244K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 4,057 | $243K |
| State of Michigan Retirement System | 0.00% | Reduce -11.0% | 4,054 | $243K |
| Proficio Capital Partners LLC | 0.03% | Add +0.6% | 4,027 | $242K |
| Cerity Partners LLC | 0.00% | Add +2.8% | 3,893 | $234K |
| Forum Financial Management, LP | 0.00% | Add +0.2% | 3,827 | $230K |
| MetLife Investment Management, LLC | 0.00% | Add +7.4% | 3,808 | $229K |
| Cresset Asset Management, LLC | 0.00% | Add +8.8% | 3,700 | $222K |
| Oak Thistle LLC | 0.16% | New | 3,673 | $220K |
| LRI Investments, LLC | 0.02% | New | 3,466 | $208K |
| Intech Investment Management LLC | 0.00% | No change | 3,378 | $203K |
| National Bank of Canada | 0.00% | Add +78.8% | 3,050 | $182K |
| US Bancorp \de | 0.00% | No change | 2,744 | $165K |
| Comerica Bank | 0.00% | Add +7.7% | 2,599 | $156K |
| KBC Group NV | 0.00% | Reduce -62.6% | 2,455 | $147K |
| Credit Agricole S A | 0.00% | New | 2,400 | $144K |
| Rothschild Investment LLC | 0.01% | No change | 2,300 | $138K |
| Natixis | 0.00% | New | 2,128 | $128K |
| Vestcor Inc | 0.00% | No change | 2,025 | $122K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.3% | 1,993 | $120K |
| Colonial Trust Co / SC | 0.02% | Add +0.1% | 1,592 | $96K |
| Cwm, LLC | 0.00% | Add +13.7% | 1,589 | $95K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 1,458 | $88K |
| Rakuten Investment Management, Inc. | 0.00% | Add +58.9% | 1,335 | $79K |
| Corebridge Financial, Inc. | 0.00% | — | 1,301 | $78K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.5% | 1,165 | $70K |
| Blue Trust, Inc. | 0.00% | Add +112.6% | 844 | $56K |
| Mather Group, Llc. | 0.00% | New | 833 | $56K |
| Camelot Portfolios, LLC | 0.03% | New | 900 | $54K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $54K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.4% | 860 | $52K |
| Allworth Financial LP | 0.00% | Add +42.2% | 819 | $51K |
| Key Financial Inc | 0.01% | New | 845 | $51K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 810 | $49K |
| Quarry LP | 0.02% | Add +254.4% | 769 | $46K |
| Huntington National Bank | 0.00% | Add +9.4% | 604 | $36K |
| Quent Capital, LLC | 0.00% | No change | 578 | $35K |
| Quadrant Capital Group LLC | 0.00% | No change | 558 | $33K |
| Janiczek Wealth Management, LLC | 0.01% | No change | 495 | $30K |
| GAMMA Investing LLC | 0.00% | Add +9.2% | 488 | $29K |
| Ostrum Asset Management | 0.00% | Reduce -7.4% | 465 | $28K |
| First Horizon Advisors, Inc. | 0.00% | No change | 399 | $24K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 399 | $24K |
| Riverview Trust Co | 0.02% | No change | 308 | $18K |
| Lindbrook Capital, LLC | 0.00% | No change | 279 | $17K |
| UMB Bank, n.a. | 0.00% | No change | 270 | $16K |
| Blair William & Co. | 0.00% | New | 270 | $16K |
| Covestor Ltd | 0.01% | Add +0.5% | 191 | $11K |
| CI Investments Inc. | 0.00% | Reduce -7.0% | 185 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 144 | $9K |
| Arax Advisory Partners | 0.00% | Add +1455.6% | 140 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 132 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 108 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.1% | 105 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 101 | $6K |
| Fifth Third Bancorp | 0.00% | No change | 99 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $5K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -8.6% | 74 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +103.5% | 59 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +205.6% | 55 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -92.9% | 49 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 45 | $3K |
| Red Tortoise LLC | 0.00% | No change | 44 | $3K |
| Global Retirement Partners, LLC | 0.00% | Add +61.5% | 42 | $3K |
| NewEdge Advisors, LLC | 0.00% | Reduce -58.4% | 42 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +15.2% | 38 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 36 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 27 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 33 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 32 | $2K |
| Castleview Partners, LLC | 0.00% | Reduce -96.5% | 28 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $2K |
| Innealta Capital, LLC | 0.00% | New | 24 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $1K |
| IFP Advisors, Inc | 0.00% | Add +50.0% | 21 | $1K |
| True Wealth Design, LLC | 0.00% | Add +33.3% | 16 | $961 |
| Manchester Capital Management LLC | 0.00% | New | 14 | $841 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $721 |
| Harbor Investment Advisory, LLC | 0.00% | New | 3 | $180 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $121 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $61 |
| Assetmark, Inc. | 0.00% | New | 1 | $60 |
| Avion Wealth | 0.00% | No change | 9 | $0 |
"% 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.