U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q4 2024 (December 31)314holders +22
33new positions
20sold out
7famous investors
$64.04avg. 13F price*
At the end of Q4 2024, 314 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 22 from Q3 2024. 33 opened new positions and 20 sold out. The largest holders were Vanguard Group Inc. ($590.8M), Yacktman Asset Management ($396.0M) and BlackRock, Inc. ($354.3M). 7 famous investors held it, including Stephen Yacktman (4.6% of Yacktman Asset Management's portfolio), David Abrams (3.4% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $175.6M |
| Exits | 20 | $110.4M |
All 13F filers, Q3 2024 → Q4 2024: 5,445,149 shares bought and 4,948,137 shares sold, net +497,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 9,223,852 | $590.8M |
| Yacktman Asset Management | 4.63% | Reduce -2.0% | 6,182,747 | $396.0M |
| BlackRock, Inc. | 0.01% | Reduce -8.5% | 5,531,911 | $354.3M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -1.1% | 3,773,719 | $241.7M |
| FMR LLC | 0.01% | Add +38.1% | 3,626,586 | $232.3M |
| Abrams Capital Management | 3.35% | Reduce -4.5% | 3,251,469 | $208.3M |
| Smead Capital Management, Inc. | 2.44% | Add +1.0% | 2,456,781 | $157.4M |
| State Street Corp. | 0.01% | Reduce -3.7% | 2,295,849 | $147.0M |
| Southpoint Capital Advisors LP | 2.70% | Add +7.8% | 1,800,000 | $115.3M |
| Hotchkis & Wiley Capital Management LLC | 0.36% | Add +9.1% | 1,680,000 | $107.6M |
| Geode Capital Management, LLC | 0.01% | Add +1.6% | 1,609,864 | $102.9M |
| Reinhart Partners, Llc. | 3.90% | Add +47.7% | 1,581,127 | $101.3M |
| Artisan Partners Limited Partnership | 0.13% | Add +0.1% | 1,324,938 | $84.9M |
| Trian Fund Management | 1.86% | Add +7.2% | 1,124,700 | $72.0M |
| Scharf Investments, LLC | 1.89% | Reduce -3.5% | 996,803 | $63.8M |
| Norges Bank | 0.01% | Add +6.9% | 971,201 | $62.2M |
| Pertento Partners LLP | 4.87% | New | 739,889 | $47.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 723,283 | $46.3M |
| Wellington Management Group LLP | 0.01% | Reduce -63.7% | 626,115 | $40.1M |
| Northern Trust Corp. | 0.01% | Add +16.9% | 599,534 | $38.4M |
| Morgan Stanley | 0.00% | Reduce -18.8% | 559,565 | $35.8M |
| Eminence Capital, LP | 0.54% | New | 548,799 | $35.2M |
| Tweedy, Browne Co LLC | 2.11% | Reduce -18.2% | 489,431 | $31.3M |
| Impactive Capital LP | 1.28% | New | 487,044 | $31.2M |
| Bruce & Co., Inc. | 9.65% | Reduce -8.0% | 467,000 | $29.9M |
| Bayberry Capital Partners LP | 10.92% | New | 447,553 | $28.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.7% | 446,565 | $28.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.5% | 389,956 | $25.0M |
| Raymond James Financial Inc. | 0.01% | — | 370,904 | $23.8M |
| State of Wisconsin Investment Board | 0.05% | Add +237.5% | 283,190 | $18.1M |
| Janus Henderson Group PLC | 0.01% | Add +1.6% | 281,853 | $18.1M |
| Swiss National Bank | 0.01% | Reduce -4.6% | 274,231 | $17.6M |
| Systematic Financial Management LP | 0.43% | Add +3.9% | 263,741 | $16.9M |
| Third Avenue Management LLC | 3.10% | Reduce -12.2% | 249,865 | $16.0M |
| California State Teachers Retirement System | 0.02% | Add +11.4% | 243,158 | $15.6M |
| Harspring Capital Management, LLC | 4.19% | Reduce -9.8% | 230,000 | $14.7M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +3.7% | 218,768 | $14.0M |
| First Trust Advisors LP | 0.01% | Reduce -49.6% | 215,588 | $13.8M |
| Legal & General Group Plc | 0.00% | Reduce -7.5% | 201,809 | $12.9M |
| Harbor Capital Advisors, Inc. | 0.56% | Add +0.8% | 198,770 | $12.7M |
| Invesco Ltd. | 0.00% | Add +12.5% | 191,006 | $12.2M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -3.0% | 180,193 | $11.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.5% | 177,019 | $11.3M |
| Vision Capital Management, Inc. | 1.64% | Reduce -7.4% | 173,980 | $11.1M |
| Deutsche Bank AG | 0.00% | Reduce -2.4% | 169,845 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +19.0% | 169,693 | $10.9M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -36.4% | 164,943 | $10.6M |
| Financial Counselors Inc. | 0.14% | Reduce -0.1% | 153,017 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.4% | 130,277 | $8.3M |
| Applied Fundamental Research, LLC | 6.52% | New | 130,083 | $8.3M |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 127,266 | $8.2M |
| UBS Group AG | 0.00% | Add +94.7% | 123,288 | $7.9M |
| Rhumbline Advisers | 0.01% | Add +0.4% | 121,791 | $7.8M |
| Brandywine Global Investment Management, LLC | 0.06% | Reduce -7.1% | 120,076 | $7.7M |
| Zuckerman Investment Group, LLC | 0.69% | Add +1.2% | 114,587 | $7.2M |
| Renaissance Technologies | 0.01% | Add +2.2% | 110,300 | $7.1M |
| RK Asset Management, LLC | 5.68% | Reduce -2.5% | 108,542 | $7.0M |
| Storebrand Asset Management As | 0.02% | Add +1.3% | 103,340 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -5.7% | 103,256 | $6.6M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 100,841 | $6.5M |
| Schwartz Investment Counsel Inc. | 0.22% | No change | 97,200 | $6.2M |
| Keeley-Teton Advisors, LLC | 0.72% | Add +5.2% | 96,828 | $6.2M |
| American Century Companies Inc. | 0.00% | Reduce -18.5% | 96,134 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 94,075 | $6.0M |
| Yost Capital Management, LP | 6.41% | New | 90,000 | $5.8M |
| Punch & Associates Investment Management, Inc. | 0.31% | Reduce -45.4% | 88,265 | $5.7M |
| Mraz, Amerine & Associates, Inc. | 1.00% | Reduce -0.5% | 87,387 | $5.6M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -60.2% | 85,146 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -19.8% | 81,692 | $5.2M |
| Diversified Investment Strategies, LLC | 3.37% | Add +0.3% | 80,646 | $5.2M |
| Victory Capital Management Inc. | 0.01% | Add +44.4% | 77,521 | $5.0M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.9% | 74,253 | $4.8M |
| Treasurer of the State of North Carolina | 0.02% | Add +52.2% | 70,412 | $4.5M |
| Amundi | 0.00% | Reduce -11.9% | 69,893 | $4.4M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +1.1% | 66,463 | $4.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 64,167 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.7% | 63,487 | $4.1M |
| Swedbank AB | 0.01% | Reduce -35.5% | 63,433 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 61,658 | $3.9M |
| Capula Management Ltd | 0.03% | Add +81.1% | 60,790 | $3.9M |
| Andra AP-fonden | 0.06% | Add +4.1% | 60,500 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +618.8% | 59,775 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.6% | 58,931 | $3.8M |
| Knightsbridge Asset Management, LLC | 0.86% | Reduce -2.8% | 57,426 | $3.7M |
| DNB Asset Management AS | 0.02% | Reduce -51.6% | 55,793 | $3.6M |
| Kerrisdale Advisers, LLC | 1.20% | No change | 55,241 | $3.5M |
| Richard Bernstein Advisors LLC | 0.08% | No change | 51,821 | $3.3M |
| Logan Stone Capital, LLC | 1.11% | New | 51,550 | $3.3M |
| Oppenheimer & Close, LLC | 2.54% | Reduce -1.9% | 48,149 | $3.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -0.7% | 46,366 | $3.0M |
| Susquehanna Fundamental Investments, LLC | 0.05% | — | 45,381 | $2.9M |
| Barclays PLC | 0.00% | Reduce -38.2% | 42,902 | $2.7M |
| Korea Investment CORP | 0.01% | Add +148.6% | 42,274 | $2.7M |
| Orvieto Partners, L.P. | 2.19% | — | 40,550 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +14.3% | 40,305 | $2.6M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 39,200 | $2.5M |
| LPL Financial LLC | 0.00% | Add +1.0% | 38,703 | $2.5M |
| Voya Investment Management LLC | 0.00% | Reduce -3.7% | 38,396 | $2.5M |
| State of Alaska, Department of Revenue | 0.03% | No change | 38,030 | $2.4M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.1% | 37,839 | $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.