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 |
| Ashton Thomas Securities, LLC | 0.46% | Add +39.0% | 32,939 | $2.4M |
| Oddo BHF Asset Management Sas | 0.12% | — | 32,498 | $2.3M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +0.3% | 32,426 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.9% | 31,556 | $2.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,099 | $2.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -1.6% | 30,402 | $2.2M |
| Carnegie Lake Advisors LLC | 0.84% | — | 29,330 | $2.1M |
| Voloridge Investment Management, LLC | 0.01% | Add +0.4% | 28,865 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +4.3% | 27,807 | $2.0M |
| STRS Ohio | 0.01% | Reduce -4.7% | 26,896 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 25,673 | $1.8M |
| RBF Capital, LLC | 0.09% | No change | 25,200 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -21.0% | 24,507 | $1.8M |
| Intech Investment Management LLC | 0.02% | Add +606.8% | 23,877 | $1.7M |
| Ancora Advisors LLC | 0.04% | Reduce -17.8% | 23,231 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +237.1% | 22,378 | $1.6M |
| Ethic Inc. | 0.04% | Add +0.9% | 23,787 | $1.6M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +3.5% | 21,000 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -24.0% | 20,975 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | New | 20,184 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 20,176 | $1.5M |
| Prudential Financial Inc. | 0.00% | Reduce -12.3% | 20,018 | $1.4M |
| Mariner, LLC | 0.00% | Add +38.0% | 19,914 | $1.4M |
| Norman Fields, Gottscho Capital Management, LLC | 0.47% | Reduce -0.5% | 19,717 | $1.4M |
| Skylands Capital, LLC | 0.19% | Reduce -28.5% | 19,045 | $1.4M |
| Dark Forest Capital Management LP | 0.17% | New | 18,373 | $1.3M |
| Neuberger Berman Group LLC | 0.00% | Add +8.8% | 17,861 | $1.3M |
| Korea Investment CORP | 0.00% | Reduce -11.9% | 17,008 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +1.5% | 16,864 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | No change | 16,853 | $1.2M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +0.5% | 16,607 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | Add +6.3% | 16,772 | $1.2M |
| Utah Retirement Systems | 0.01% | No change | 16,497 | $1.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -12.9% | 16,192 | $1.2M |
| AlphaQuest LLC | 0.10% | New | 16,064 | $1.2M |
| Occudo Quantitative Strategies LP | 0.21% | Add +0.3% | 15,993 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.1% | 15,887 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.1% | 15,887 | $1.1M |
| Los Angeles Capital Management LLC | 0.00% | New | 15,413 | $1.1M |
| Hyperion Capital Advisors LP | 0.52% | Reduce -21.9% | 15,360 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -9.2% | 15,150 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +57.4% | 15,115 | $1.1M |
| Greenleaf Trust | 0.01% | Reduce -0.3% | 14,950 | $1.1M |
| Institute for Wealth Management, LLC. | 0.13% | Reduce -1.6% | 14,536 | $1.0M |
| Millennium Management | 0.00% | Add +90.9% | 14,285 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 13,963 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.3% | 13,173 | $948K |
| Macquarie Group Ltd. | 0.00% | No change | 12,710 | $915K |
| Toronto Dominion Bank | 0.00% | Add +31.0% | 12,308 | $886K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +2.7% | 12,224 | $880K |
| Xponance LLC | 0.01% | Reduce -3.9% | 11,988 | $863K |
| Quantinno Capital Management LP | 0.01% | Add +7.9% | 11,751 | $846K |
| Franklin Resources Inc. | 0.00% | New | 12,329 | $838K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $767K |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +90.5% | 9,574 | $689K |
| Legacy Wealth Asset Management, LLC | 0.17% | Add +0.8% | 8,697 | $626K |
| Susquehanna International Group, LLP | 0.00% | Add +5.4% | 8,316 | $599K |
| AQR Capital Management | 0.00% | Add +55.8% | 8,200 | $590K |
| TD Asset Management Inc | 0.00% | Add +3.9% | 8,090 | $585K |
| Creative Planning | 0.00% | Reduce -0.1% | 7,959 | $573K |
| Viawealth, LLC | 0.32% | No change | 7,708 | $555K |
| Bank of Montreal | 0.00% | Add +4.4% | 7,501 | $542K |
| Principal Financial Group Inc. | 0.00% | Reduce -8.8% | 7,312 | $526K |
| Janney Capital Management LLC | 0.04% | New | 7,312 | $526K |
| Nordea Investment Management AB | 0.00% | No change | 7,250 | $525K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +44.1% | 7,483 | $509K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.5% | 7,037 | $507K |
| Sei Investments Co. | 0.00% | Add +0.6% | 6,839 | $492K |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 6,767 | $487K |
| Brevan Howard Capital Management LP | 0.02% | New | 6,587 | $474K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -0.4% | 6,536 | $471K |
| Panagora Asset Management Inc. | 0.00% | No change | 6,536 | $471K |
| Prudential PLC | 0.00% | No change | 6,238 | $449K |
| Old National Bancorp | 0.01% | No change | 6,157 | $443K |
| Amalgamated Bank | 0.00% | Reduce -48.4% | 5,936 | $427K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.3% | 5,740 | $413K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -25.8% | 5,728 | $412K |
| SG Americas Securities, LLC | 0.00% | Reduce -50.7% | 5,713 | $411K |
| Cibc World Markets Corp. | 0.00% | New | 5,656 | $407K |
| Keybank National Association | 0.00% | Add +8.3% | 5,509 | $397K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $395K |
| Roundview Capital LLC | 0.03% | Reduce -61.1% | 5,454 | $393K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,310 | $382K |
| Pathstone Holdings, LLC | 0.00% | Add +5.4% | 5,220 | $376K |
| M&T Bank Corp | 0.00% | Add +10.5% | 5,172 | $372K |
| CIBC Asset Management Inc | 0.00% | Add +3.3% | 5,088 | $366K |
| Cerity Partners LLC | 0.00% | Add +28.5% | 5,004 | $360K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 4,962 | $357K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.7% | 4,789 | $345K |
| Bank of Nova Scotia | 0.00% | Reduce -0.8% | 4,703 | $339K |
| Synovus Financial Corp. | 0.00% | New | 4,588 | $330K |
| Independent Financial Group, LLC | 0.01% | No change | 4,500 | $324K |
| &partners | 0.01% | New | 4,477 | $322K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 4,163 | $300K |
| Proficio Capital Partners LLC | 0.03% | Add +2.6% | 4,133 | $298K |
| Axq Capital, LP | 0.09% | New | 4,111 | $296K |
| Argent Trust Co | 0.01% | No change | 4,070 | $293K |
| State of Michigan Retirement System | 0.00% | No change | 4,054 | $292K |
| Raymond James Trust N.A. | 0.01% | New | 3,941 | $284K |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -62.8% | 3,924 | $283K |
| BSW Wealth Partners | 0.04% | New | 3,899 | $281K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.9% | 3,860 | $278K |
| Forum Financial Management, LP | 0.00% | Add +0.1% | 3,831 | $276K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.0% | 3,733 | $269K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -12.8% | 3,579 | $257K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.2% | 3,545 | $255K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.8% | 3,336 | $240K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -49.8% | 3,322 | $239K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,279 | $236K |
| Investment Management Corp of Ontario | 0.01% | New | 3,227 | $232K |
| LRI Investments, LLC | 0.02% | Add +4.1% | 3,609 | $226K |
| Sterling Capital Management LLC | 0.00% | — | 2,957 | $213K |
| Aster Capital Management (DIFC) Ltd | 0.04% | — | 2,848 | $205K |
| National Bank of Canada | 0.00% | Reduce -7.9% | 2,808 | $202K |
| US Bancorp \de | 0.00% | No change | 2,744 | $198K |
| Comerica Bank | 0.00% | Add +1.7% | 2,644 | $190K |
| KBC Group NV | 0.00% | No change | 2,455 | $177K |
| Credit Agricole S A | 0.00% | No change | 2,400 | $173K |
| Rothschild Investment LLC | 0.01% | No change | 2,300 | $166K |
| Vestcor Inc | 0.00% | No change | 2,025 | $146K |
| FNY Investment Advisers, LLC | 0.07% | New | 2,000 | $144K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.8% | 1,977 | $142K |
| Quantbot Technologies LP | 0.01% | Reduce -82.5% | 1,857 | $134K |
| Rakuten Investment Management, Inc. | 0.00% | Add +33.0% | 1,776 | $128K |
| Colonial Trust Co / SC | 0.02% | Add +0.1% | 1,593 | $115K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,584 | $114K |
| Signaturefd, LLC | 0.00% | Reduce -0.6% | 1,449 | $104K |
| Cwm, LLC | 0.00% | Reduce -18.4% | 1,297 | $93K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.4% | 1,257 | $91K |
| Blue Trust, Inc. | 0.00% | Add +50.0% | 1,266 | $76K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $65K |
| Key Financial Inc | 0.01% | No change | 845 | $61K |
| Allworth Financial LP | 0.00% | No change | 819 | $59K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 810 | $58K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -11.6% | 760 | $55K |
| Avior Wealth Management, LLC | 0.00% | New | 630 | $45K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +964.4% | 628 | $45K |
| Huntington National Bank | 0.00% | No change | 604 | $43K |
| Quent Capital, LLC | 0.00% | No change | 578 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 568 | $41K |
| GAMMA Investing LLC | 0.00% | Add +15.2% | 562 | $40K |
| Quadrant Capital Group LLC | 0.00% | No change | 558 | $40K |
| Kennebec Savings Bank | 0.04% | — | 527 | $38K |
| Ostrum Asset Management | 0.00% | Add +1.3% | 471 | $34K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +2.5% | 409 | $30K |
| First Horizon Advisors, Inc. | 0.00% | No change | 399 | $29K |
| Smartleaf Asset Management LLC | 0.00% | Add +937.5% | 332 | $24K |
| NewEdge Advisors, LLC | 0.00% | Add +685.7% | 330 | $24K |
| Riverview Trust Co | 0.02% | No change | 308 | $22K |
| CI Investments Inc. | 0.00% | Add +64.3% | 304 | $22K |
| UMB Bank, n.a. | 0.00% | Reduce -11.1% | 240 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 235 | $17K |
| Lindbrook Capital, LLC | 0.00% | Reduce -16.1% | 234 | $17K |
| IFP Advisors, Inc | 0.00% | Add +985.7% | 228 | $16K |
| Covestor Ltd | 0.01% | No change | 191 | $14K |
| Fifth Third Bancorp | 0.00% | Add +90.9% | 189 | $14K |
| Farther Finance Advisors, LLC | 0.00% | Add +76.2% | 185 | $13K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $12K |
| Arax Advisory Partners | 0.00% | Add +15.0% | 161 | $12K |
| JFS Wealth Advisors, LLC | 0.00% | Add +8.3% | 143 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 135 | $10K |
| Parkside Financial Bank & Trust | 0.00% | No change | 108 | $8K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 101 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $6K |
| Hemington Wealth Management | 0.00% | New | 98 | $6K |
| Bessemer Group Inc. | 0.00% | New | 81 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +46.9% | 72 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +27.3% | 70 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 65 | $5K |
| Brooklyn Investment Group | 0.00% | New | 62 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 45 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -39.2% | 45 | $3K |
| Red Tortoise LLC | 0.00% | No change | 44 | $3K |
| Global Retirement Partners, LLC | 0.00% | No change | 42 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +5.3% | 40 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 39 | $3K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +6.1% | 35 | $3K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 27 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 21 | $2K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 18 | $1K |
| True Wealth Design, LLC | 0.00% | No change | 16 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 14 | $1K |
| Avion Wealth | 0.00% | Add +88.9% | 17 | $1K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $864 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 10 | $720 |
| Bokf, NA | 0.00% | New | 5 | $345 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $145 |
| First Personal Financial Services | 0.00% | New | 2 | $144 |
"% 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.