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 |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 37,497 | $2.4M |
| Chemistry Wealth Management LLC | 0.54% | Add +1.5% | 36,088 | $2.3M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 35,899 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.8% | 35,746 | $2.3M |
| Ingalls & Snyder LLC | 0.09% | Reduce -3.4% | 35,699 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | New | 34,448 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +5.7% | 34,262 | $2.2M |
| Ashton Thomas Securities, LLC | 0.59% | Add +2.2% | 33,677 | $2.2M |
| Danske Bank A/S | 0.01% | Reduce -26.4% | 32,027 | $2.1M |
| Inkwell Capital LLC | 2.16% | — | 31,560 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -17.1% | 31,289 | $2.0M |
| Composition Wealth, LLC | 0.04% | New | 31,243 | $2.0M |
| Ethic Inc. | 0.04% | Add +30.9% | 31,128 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 31,099 | $2.0M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | — | 31,098 | $2.0M |
| Carnegie Lake Advisors LLC | 0.79% | Add +3.8% | 30,430 | $1.9M |
| Brasada Capital Management, LP | 0.34% | Reduce -9.6% | 30,712 | $1.9M |
| D. E. Shaw & Co. | 0.00% | New | 28,972 | $1.9M |
| STRS Ohio | 0.01% | Add +7.0% | 28,789 | $1.8M |
| Skylands Capital, LLC | 0.26% | Add +50.9% | 28,745 | $1.8M |
| Arizona State Retirement System | 0.01% | Add +1.4% | 28,191 | $1.8M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -7.5% | 28,130 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +37.1% | 27,679 | $1.8M |
| Mariner, LLC | 0.00% | Add +35.8% | 27,038 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 26,661 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 25,673 | $1.6M |
| RBF Capital, LLC | 0.08% | No change | 25,200 | $1.6M |
| Oddo BHF Asset Management Sas | 0.08% | Reduce -23.6% | 24,830 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +14.3% | 24,000 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | — | 23,600 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.0% | 21,247 | $1.4M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -35.5% | 20,351 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -2.5% | 19,666 | $1.3M |
| Citigroup Inc. | 0.00% | Reduce -6.4% | 19,626 | $1.3M |
| Norman Fields, Gottscho Capital Management, LLC | 0.41% | Reduce -0.7% | 19,574 | $1.3M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.8% | 18,583 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 18,053 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -26.8% | 17,947 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 17,613 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 17,194 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +3.1% | 17,127 | $1.1M |
| Robotti Robert | 0.19% | New | 17,100 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +0.7% | 16,979 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,772 | $1.1M |
| Utah Retirement Systems | 0.01% | No change | 16,497 | $1.1M |
| Lodestone Wealth Management LLC | 0.53% | New | 16,470 | $1.1M |
| IFM Investors Pty Ltd | 0.01% | Reduce -4.5% | 16,102 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +22.0% | 16,076 | $1.0M |
| Quantinno Capital Management LP | 0.01% | Add +34.4% | 15,792 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 15,770 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.7% | 15,770 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -32.4% | 15,712 | $1.0M |
| Los Angeles Capital Management LLC | 0.00% | No change | 15,413 | $987K |
| Hyperion Capital Advisors LP | 0.51% | No change | 15,360 | $984K |
| Institute for Wealth Management, LLC. | 0.12% | Add +5.4% | 15,319 | $981K |
| Greenleaf Trust | 0.01% | Reduce -0.5% | 14,877 | $953K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.7% | 14,055 | $900K |
| Millennium Management | 0.00% | Reduce -8.0% | 13,138 | $841K |
| Toronto Dominion Bank | 0.00% | Add +6.7% | 13,133 | $841K |
| Xponance LLC | 0.01% | Add +8.4% | 12,993 | $832K |
| Nissay Asset Management Corp. /Japan | 0.00% | Reduce -0.0% | 12,221 | $784K |
| Macquarie Group Ltd. | 0.00% | Reduce -4.2% | 12,176 | $780K |
| Franklin Resources Inc. | 0.00% | Reduce -2.6% | 12,010 | $769K |
| Marshall Wace, LLP | 0.00% | New | 11,740 | $752K |
| Maven Securities LTD | 0.12% | New | 11,611 | $744K |
| Swiss Life Asset Management Ltd | 0.01% | Add +202.3% | 10,819 | $692K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $682K |
| Holocene Advisors, LP | 0.00% | New | 10,556 | $676K |
| TD Asset Management Inc | 0.00% | Add +14.8% | 9,290 | $595K |
| Legacy Wealth Asset Management, LLC | 0.16% | Add +5.8% | 9,200 | $589K |
| KBC Group NV | 0.00% | Add +273.1% | 9,160 | $587K |
| Intech Investment Management LLC | 0.01% | Reduce -62.7% | 8,896 | $570K |
| AQR Capital Management | 0.00% | Add +8.4% | 8,892 | $570K |
| OMERS ADMINISTRATION Corp | 0.00% | Add +159.5% | 8,622 | $552K |
| SG Americas Securities, LLC | 0.00% | Add +45.4% | 8,305 | $532K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.6% | 8,203 | $525K |
| Sei Investments Co. | 0.00% | Add +18.0% | 8,067 | $517K |
| Creative Planning | 0.00% | Reduce -0.4% | 7,930 | $508K |
| Daiwa Securities Group Inc. | 0.00% | Add +9.9% | 7,737 | $496K |
| Allworth Financial LP | 0.00% | Add +823.3% | 7,562 | $495K |
| Janney Capital Management LLC | 0.03% | Add +0.1% | 7,321 | $469K |
| Nordea Investment Management AB | 0.00% | No change | 7,250 | $467K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.2% | 7,227 | $463K |
| Bank of Montreal | 0.00% | Reduce -4.1% | 7,191 | $461K |
| Viawealth, LLC | 0.28% | Reduce -7.1% | 7,161 | $459K |
| Principal Financial Group Inc. | 0.00% | Reduce -5.5% | 6,910 | $443K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 6,744 | $432K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -0.8% | 6,485 | $415K |
| Prudential PLC | 0.00% | No change | 6,238 | $400K |
| IFG Advisory, LLC | 0.02% | New | 6,004 | $385K |
| &partners | 0.00% | Add +32.7% | 5,941 | $381K |
| Amalgamated Bank | 0.00% | Reduce -0.3% | 5,920 | $379K |
| Baker Ellis Asset Management LLC | 0.06% | Add +11.3% | 5,910 | $379K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.0% | 5,856 | $375K |
| Dark Forest Capital Management LP | 0.06% | Reduce -68.3% | 5,823 | $373K |
| Maryland State Retirement & Pension System | 0.01% | No change | 5,728 | $367K |
| Old National Bancorp | 0.01% | Reduce -10.0% | 5,543 | $355K |
| Keybank National Association | 0.00% | No change | 5,509 | $353K |
| Pathstone Holdings, LLC | 0.00% | Add +5.4% | 5,500 | $352K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $351K |
| Roundview Capital LLC | 0.02% | No change | 5,454 | $349K |
| Cerity Partners LLC | 0.00% | Add +7.9% | 5,399 | $348K |
| CIBC Asset Management Inc | 0.00% | Add +5.6% | 5,374 | $344K |
| Axq Capital, LP | 0.15% | Add +28.4% | 5,280 | $338K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.8% | 4,925 | $315K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -3.3% | 4,800 | $307K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | New | 4,794 | $307K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -31.3% | 4,525 | $290K |
| Independent Financial Group, LLC | 0.01% | No change | 4,500 | $288K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.4% | 4,392 | $281K |
| M&T Bank Corp | 0.00% | Reduce -16.1% | 4,342 | $278K |
| Proficio Capital Partners LLC | 0.02% | Add +4.5% | 4,320 | $277K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +9.0% | 4,278 | $274K |
| Squarepoint Ops LLC | 0.00% | Reduce -72.0% | 4,235 | $271K |
| BSW Wealth Partners | 0.04% | Add +7.8% | 4,204 | $269K |
| Sterling Capital Management LLC | 0.00% | Add +39.3% | 4,119 | $264K |
| Argent Trust Co | 0.01% | No change | 4,070 | $261K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 3,993 | $256K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.7% | 3,835 | $246K |
| Credit Agricole S A | 0.00% | Add +58.8% | 3,811 | $244K |
| Prudential Financial Inc. | 0.00% | Reduce -81.2% | 3,773 | $242K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.6% | 3,674 | $235K |
| LRI Investments, LLC | 0.02% | No change | 3,609 | $231K |
| Aigen Investment Management, LP | 0.04% | New | 3,489 | $223K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.6% | 3,463 | $222K |
| State of Michigan Retirement System | 0.00% | Reduce -14.8% | 3,454 | $221K |
| Bank of Nova Scotia | 0.00% | Reduce -27.4% | 3,412 | $219K |
| EntryPoint Capital, LLC | 0.09% | New | 3,325 | $213K |
| Arete Wealth Advisors, LLC | 0.01% | New | 3,235 | $206K |
| National Bank of Canada | 0.00% | Add +14.3% | 3,211 | $206K |
| US Bancorp \de | 0.00% | Add +15.0% | 3,156 | $202K |
| Rothschild Investment LLC | 0.01% | No change | 2,300 | $147K |
| Comerica Bank | 0.00% | Reduce -13.3% | 2,293 | $147K |
| Vestcor Inc | 0.00% | No change | 2,025 | $130K |
| Parallel Advisors, LLC | 0.00% | No change | 1,977 | $127K |
| Colonial Trust Co / SC | 0.02% | Add +0.9% | 1,608 | $103K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,584 | $101K |
| Signaturefd, LLC | 0.00% | No change | 1,449 | $93K |
| Cwm, LLC | 0.00% | Add +5.7% | 1,371 | $88K |
| Corebridge Financial, Inc. | 0.00% | Reduce -4.8% | 1,196 | $77K |
| Blue Trust, Inc. | 0.00% | Reduce -14.5% | 1,082 | $69K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -72.0% | 994 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | Add +891.1% | 1,001 | $63K |
| Putney Financial Group LLC | 0.05% | — | 918 | $59K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $58K |
| Financial Perspectives, Inc | 0.02% | New | 855 | $55K |
| Key Financial Inc | 0.01% | No change | 845 | $54K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 810 | $52K |
| Versant Capital Management, Inc | 0.01% | Add +1941.0% | 796 | $51K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.1% | 761 | $49K |
| Jones Financial Companies LLLP | 0.00% | Add +438.5% | 727 | $47K |
| GAMMA Investing LLC | 0.00% | Add +23.8% | 696 | $45K |
| Avior Wealth Management, LLC | 0.00% | No change | 630 | $40K |
| Huntington National Bank | 0.00% | Add +2.5% | 619 | $40K |
| Quent Capital, LLC | 0.00% | No change | 578 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 568 | $36K |
| First Horizon Advisors, Inc. | 0.00% | Add +34.1% | 535 | $34K |
| Quadrant Capital Group LLC | 0.00% | Reduce -4.8% | 531 | $34K |
| R Squared Ltd | 0.03% | — | 470 | $30K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +10.8% | 453 | $29K |
| Ostrum Asset Management | 0.00% | Reduce -4.5% | 450 | $29K |
| CI Investments Inc. | 0.00% | Add +42.8% | 434 | $28K |
| Kennebec Savings Bank | 0.03% | Reduce -22.0% | 411 | $26K |
| Fifth Third Bancorp | 0.00% | Add +111.1% | 399 | $26K |
| Smartleaf Asset Management LLC | 0.00% | Add +16.6% | 387 | $25K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +46.4% | 344 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 330 | $21K |
| Riverview Trust Co | 0.02% | No change | 308 | $20K |
| UMB Bank, n.a. | 0.00% | No change | 240 | $15K |
| Lindbrook Capital, LLC | 0.00% | No change | 234 | $15K |
| IFP Advisors, Inc | 0.00% | Add +1.8% | 232 | $15K |
| Exchange Traded Concepts, LLC | 0.00% | New | 222 | $14K |
| YANKCOM Partnership | 0.01% | — | 220 | $14K |
| Spire Wealth Management | 0.00% | New | 207 | $13K |
| Covestor Ltd | 0.01% | No change | 191 | $12K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $11K |
| Golden State Wealth Management, LLC | 0.00% | — | 156 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -11.2% | 143 | $9K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.9% | 136 | $9K |
| Brooklyn Investment Group | 0.00% | Add +117.7% | 135 | $9K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.9% | 126 | $8K |
| Hemington Wealth Management | 0.00% | Add +42.9% | 140 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 108 | $7K |
| Private Trust Co. NA | 0.00% | New | 108 | $7K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $5K |
| Bessemer Group Inc. | 0.00% | No change | 81 | $5K |
| High Note Wealth, LLC | 0.00% | New | 71 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.8% | 57 | $4K |
| Zions Bancorporation, N.A. | 0.00% | No change | 45 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 45 | $3K |
| Red Tortoise LLC | 0.00% | No change | 44 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.5% | 39 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| SBI Securities Co., Ltd. | 0.00% | — | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -50.0% | 35 | $2K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 27 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.1% | 29 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -30.9% | 29 | $2K |
| Assetmark, Inc. | 0.00% | New | 29 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $1K |
| True Wealth Design, LLC | 0.00% | Add +12.5% | 18 | $1K |
| Avion Wealth | 0.00% | Add +23.5% | 21 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 14 | $897 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $769 |
| Principia Wealth Advisory, LLC | 0.00% | — | 9 | $576 |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 9 | $576 |
| Global Financial Private Client, LLC | 0.00% | New | 9 | $576 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 6 | $384 |
| Principal Securities, Inc. | 0.00% | New | 3 | $192 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $129 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $65 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $64 |
"% 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.