U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q3 2024 (September 30)292holders +10
36new positions
28sold out
6famous investors
$71.96avg. 13F price*
At the end of Q3 2024, 292 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 10 from Q2 2024. 36 opened new positions and 28 sold out. The largest holders were Vanguard Group Inc. ($667.2M), Yacktman Asset Management ($454.5M) and BlackRock, Inc. ($435.3M). 6 famous investors held it, including Stephen Yacktman (4.7% of Yacktman Asset Management's portfolio), David Abrams (3.9% of Abrams Capital Management's portfolio) and Nelson Peltz (1.9% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $47.9M |
| Exits | 28 | $12.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,813,134 shares bought and 2,908,831 shares sold, net −1,095,697 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 292 holders
| Vanguard Group Inc. | 0.01% | Add +0.1% | 9,266,746 | $667.2M |
| Yacktman Asset Management | 4.66% | Reduce -10.6% | 6,312,011 | $454.5M |
| BlackRock, Inc. | 0.01% | — | 6,046,289 | $435.3M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.8% | 3,817,771 | $274.9M |
| Abrams Capital Management | 3.94% | Reduce -4.0% | 3,403,736 | $245.1M |
| FMR LLC | 0.01% | Reduce -10.0% | 2,626,003 | $189.1M |
| Smead Capital Management, Inc. | 2.50% | Add +4.5% | 2,431,771 | $175.1M |
| State Street Corp. | 0.01% | Add +0.6% | 2,384,047 | $171.7M |
| Wellington Management Group LLP | 0.02% | Reduce -16.5% | 1,725,937 | $124.3M |
| Southpoint Capital Advisors LP | 2.85% | No change | 1,670,000 | $120.2M |
| Geode Capital Management, LLC | 0.01% | Add +0.5% | 1,584,986 | $113.9M |
| Hotchkis & Wiley Capital Management LLC | 0.37% | Add +16.3% | 1,539,795 | $110.9M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.32% | Reduce -3.8% | 1,375,107 | $99.0M |
| Artisan Partners Limited Partnership | 0.14% | Reduce -1.0% | 1,324,252 | $95.3M |
| Reinhart Partners, Llc. | 2.93% | Reduce -27.3% | 1,070,646 | $77.1M |
| Trian Fund Management | 1.94% | Add +15.4% | 1,049,055 | $75.5M |
| Scharf Investments, LLC | 2.05% | Add +0.1% | 1,033,451 | $74.4M |
| Norges Bank | 0.01% | No change | 908,381 | $65.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +10.4% | 709,919 | $51.1M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 689,151 | $49.6M |
| Tweedy, Browne Co LLC | 2.05% | Reduce -0.6% | 598,368 | $43.1M |
| Northern Trust Corp. | 0.01% | Reduce -5.3% | 512,926 | $36.9M |
| Bruce & Co., Inc. | 10.68% | Reduce -6.5% | 507,550 | $36.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +0.9% | 463,691 | $33.4M |
| First Trust Advisors LP | 0.03% | Add +14.0% | 427,866 | $30.8M |
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 391,889 | $28.2M |
| Scout Investments, Inc. | 0.57% | Add +0.5% | 321,295 | $21.8M |
| Swiss National Bank | 0.01% | No change | 287,331 | $20.7M |
| Third Avenue Management LLC | 3.35% | Add +0.0% | 284,528 | $20.5M |
| Janus Henderson Group PLC | 0.01% | Add +0.7% | 277,518 | $20.0M |
| Nuveen Asset Management, LLC | 0.01% | Add +2.1% | 259,328 | $18.7M |
| Harspring Capital Management, LLC | 4.37% | Reduce -10.1% | 255,000 | $18.4M |
| Systematic Financial Management LP | 0.47% | Add +12.1% | 253,855 | $18.3M |
| California State Teachers Retirement System | 0.02% | Add +6.7% | 218,308 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 218,269 | $15.7M |
| Balyasny Asset Management L.P. | 0.04% | New | 213,954 | $15.4M |
| Fuller & Thaler Asset Management, Inc. | 0.06% | Reduce -15.1% | 210,903 | $15.2M |
| Harbor Capital Advisors, Inc. | 0.62% | Add +137.7% | 197,258 | $14.2M |
| Vision Capital Management, Inc. | 1.91% | Add +2.1% | 187,794 | $13.5M |
| Segall Bryant & Hamill, LLC | 0.18% | New | 185,760 | $13.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -0.2% | 179,723 | $12.9M |
| Deutsche Bank AG | 0.01% | Add +1.3% | 174,022 | $12.5M |
| Invesco Ltd. | 0.00% | Reduce -42.1% | 169,812 | $12.2M |
| Punch & Associates Investment Management, Inc. | 0.65% | Add +0.9% | 161,518 | $11.6M |
| Financial Counselors Inc. | 0.16% | Add +0.3% | 153,087 | $11.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 142,624 | $10.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.9% | 136,226 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +5.7% | 128,984 | $9.3M |
| Brandywine Global Investment Management, LLC | 0.06% | Add +11.1% | 129,295 | $8.8M |
| Rhumbline Advisers | 0.01% | Reduce -1.2% | 121,258 | $8.7M |
| American Century Companies Inc. | 0.00% | Reduce -2.4% | 117,988 | $8.5M |
| DNB Asset Management AS | 0.04% | Add +457.9% | 115,382 | $8.3M |
| Zuckerman Investment Group, LLC | 0.84% | Add +1.4% | 113,206 | $8.2M |
| RK Asset Management, LLC | 6.16% | Add +0.8% | 111,302 | $8.0M |
| Corient Private Wealth LP | 0.01% | Reduce -52.4% | 109,514 | $7.9M |
| Renaissance Technologies | 0.01% | Add +13.6% | 107,900 | $7.8M |
| Storebrand Asset Management As | 0.02% | Add +8.2% | 102,008 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 101,871 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 100,841 | $7.3M |
| Swedbank AB | 0.01% | Reduce -1.0% | 98,428 | $7.1M |
| Schwartz Investment Counsel Inc. | 0.25% | No change | 97,200 | $7.0M |
| Keeley-Teton Advisors, LLC | 0.73% | New | 92,063 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 92,046 | $6.6M |
| Mraz, Amerine & Associates, Inc. | 1.14% | Reduce -0.8% | 87,798 | $6.3M |
| State of Wisconsin Investment Board | 0.02% | Add +48.5% | 83,909 | $6.0M |
| Diversified Investment Strategies, LLC | 3.82% | Reduce -1.4% | 80,371 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.3% | 80,316 | $5.8M |
| New York State Common Retirement Fund | 0.01% | Reduce -13.3% | 77,253 | $5.6M |
| Amundi | 0.00% | Reduce -0.7% | 79,371 | $5.4M |
| Barclays PLC | 0.00% | Add +11.0% | 69,449 | $5.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -27.9% | 65,758 | $4.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.3% | 64,167 | $4.6M |
| UBS Group AG | 0.00% | Add +1.5% | 63,318 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.8% | 61,988 | $4.5M |
| Raymond James & Associates | 0.00% | Add +371.2% | 60,258 | $4.3M |
| Knightsbridge Asset Management, LLC | 0.97% | No change | 59,085 | $4.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.4% | 58,409 | $4.2M |
| Andra AP-fonden | 0.06% | Reduce -20.1% | 58,127 | $4.2M |
| Kerrisdale Advisers, LLC | 1.35% | No change | 55,241 | $4.0M |
| Victory Capital Management Inc. | 0.00% | Reduce -22.1% | 53,675 | $3.9M |
| Richard Bernstein Advisors LLC | 0.08% | No change | 51,821 | $3.7M |
| Oppenheimer & Close, LLC | 2.83% | Reduce -0.5% | 49,099 | $3.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +0.1% | 46,714 | $3.4M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 46,268 | $3.3M |
| Danske Bank A/S | 0.01% | Reduce -4.2% | 43,517 | $3.1M |
| Voya Investment Management LLC | 0.00% | Reduce -4.6% | 39,858 | $2.9M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 39,200 | $2.8M |
| Asset Management One Co., Ltd. | 0.01% | Add +0.5% | 38,642 | $2.8M |
| LPL Financial LLC | 0.00% | Add +4.3% | 38,332 | $2.8M |
| State of Alaska, Department of Revenue | 0.03% | No change | 38,030 | $2.7M |
| HSBC Holdings PLC | 0.00% | Reduce -7.8% | 37,766 | $2.7M |
| Edgestream Partners, L.P. | 0.12% | Add +19.6% | 37,744 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -7.0% | 37,497 | $2.7M |
| Pacific Global Investment Management Co. | 0.48% | Add +4.3% | 37,193 | $2.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 37,164 | $2.7M |
| Ingalls & Snyder LLC | 0.10% | Reduce -0.8% | 36,938 | $2.7M |
| Chemistry Wealth Management LLC | 0.61% | Add +5.8% | 35,551 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -16.7% | 35,265 | $2.5M |
| Capula Management Ltd | 0.03% | New | 33,575 | $2.4M |
| Brasada Capital Management, LP | 0.42% | Reduce -7.1% | 33,971 | $2.4M |
"% 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.