U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q1 2025 (March 31)325holders +11
31new positions
24sold out
8famous investors
$59.17avg. 13F price*
At the end of Q1 2025, 325 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 11 from Q4 2024. 31 opened new positions and 24 sold out. The largest holders were Vanguard Group Inc. ($540.1M), Yacktman Asset Management ($354.8M) and BlackRock, Inc. ($322.8M). 8 famous investors held it, including Stephen Yacktman (4.7% of Yacktman Asset Management's portfolio), David Abrams (3.4% of Abrams Capital Management's portfolio) and Nelson Peltz (1.8% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $62.7M |
| Exits | 24 | $94.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,048,881 shares bought and 3,810,942 shares sold, net +237,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 9,126,039 | $540.1M |
| Yacktman Asset Management | 4.66% | Reduce -3.0% | 5,994,800 | $354.8M |
| BlackRock, Inc. | 0.01% | Reduce -1.4% | 5,455,027 | $322.8M |
| FMR LLC | 0.02% | Add +13.5% | 4,116,134 | $243.6M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -6.9% | 3,514,996 | $208.0M |
| Abrams Capital Management | 3.41% | No change | 3,251,469 | $192.4M |
| Smead Capital Management, Inc. | 2.44% | Reduce -2.3% | 2,401,119 | $142.1M |
| State Street Corp. | 0.01% | Add +0.6% | 2,308,872 | $136.6M |
| Hotchkis & Wiley Capital Management LLC | 0.45% | Add +35.5% | 2,277,096 | $134.8M |
| Southpoint Capital Advisors LP | 2.57% | No change | 1,800,000 | $106.5M |
| Reinhart Partners, Llc. | 3.79% | Add +11.1% | 1,756,314 | $103.9M |
| Geode Capital Management, LLC | 0.01% | Add +5.1% | 1,692,455 | $99.9M |
| Artisan Partners Limited Partnership | 0.13% | Add +0.9% | 1,336,377 | $79.1M |
| Trian Fund Management | 1.78% | No change | 1,124,700 | $66.6M |
| Scharf Investments, LLC | 1.76% | Reduce -1.1% | 986,049 | $58.4M |
| Pertento Partners LLP | 6.94% | Add +32.8% | 982,425 | $58.1M |
| Norges Bank | 0.01% | Reduce -1.1% | 961,001 | $56.9M |
| Northern Trust Corp. | 0.01% | Add +34.3% | 804,912 | $47.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +2.4% | 740,489 | $43.8M |
| Morgan Stanley | 0.00% | Reduce -2.9% | 543,452 | $32.2M |
| Tweedy, Browne Co LLC | 2.52% | Reduce -1.8% | 480,424 | $28.4M |
| State of Wisconsin Investment Board | 0.07% | Add +66.6% | 471,869 | $27.9M |
| Wellington Management Group LLP | 0.01% | Reduce -25.3% | 467,658 | $27.7M |
| Bruce & Co., Inc. | 8.61% | Reduce -3.2% | 452,000 | $26.7M |
| Thompson Siegel & Walmsley LLC | 0.44% | New | 437,160 | $25.9M |
| Bayberry Capital Partners LP | 8.55% | Reduce -3.3% | 433,000 | $25.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 386,774 | $22.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 356,136 | $21.1M |
| Swiss National Bank | 0.01% | Reduce -0.4% | 273,031 | $16.2M |
| Systematic Financial Management LP | 0.45% | Add +0.3% | 264,412 | $15.6M |
| Harbor Capital Advisors, Inc. | 0.70% | Add +31.0% | 260,472 | $15.4M |
| Third Avenue Management LLC | 2.97% | No change | 249,865 | $14.8M |
| California State Teachers Retirement System | 0.02% | Add +0.6% | 244,712 | $14.5M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +2.5% | 224,134 | $13.3M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 202,732 | $12.0M |
| Applied Fundamental Research, LLC | 9.63% | Add +49.3% | 194,199 | $11.5M |
| Nuveen, LLC | 0.00% | — | 193,661 | $11.5M |
| Long Pond Capital, LP | 0.74% | New | 188,407 | $11.1M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 187,066 | $11.1M |
| Harspring Capital Management, LLC | 4.19% | Reduce -19.6% | 185,000 | $10.9M |
| UBS Group AG | 0.00% | Add +47.4% | 181,686 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.8% | 180,863 | $10.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Add +0.3% | 177,524 | $10.5M |
| Wells Fargo & Company | 0.00% | Reduce -3.6% | 163,496 | $9.7M |
| Vision Capital Management, Inc. | 1.35% | Reduce -9.3% | 157,761 | $9.3M |
| Millennium Management | 0.01% | Add +1100.1% | 157,666 | $9.3M |
| Financial Counselors Inc. | 0.13% | Reduce -4.2% | 146,540 | $8.7M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 140,237 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +132.9% | 139,191 | $8.2M |
| Bank of America Corp. | 0.00% | Add +59.3% | 130,135 | $7.7M |
| Victory Capital Management Inc. | 0.01% | Add +65.4% | 128,211 | $7.6M |
| First Trust Advisors LP | 0.01% | Reduce -41.1% | 127,053 | $7.5M |
| Rhumbline Advisers | 0.01% | Reduce -0.3% | 121,474 | $7.2M |
| Deutsche Bank AG | 0.00% | Reduce -29.8% | 119,247 | $7.1M |
| Brandywine Global Investment Management, LLC | 0.05% | Reduce -1.1% | 118,701 | $7.0M |
| Citadel Advisors | 0.01% | New | 118,165 | $7.0M |
| Renaissance Technologies | 0.01% | Add +3.8% | 114,500 | $6.8M |
| Zuckerman Investment Group, LLC | 0.73% | Reduce -0.4% | 114,111 | $6.8M |
| Storebrand Asset Management As | 0.02% | Add +8.8% | 112,460 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Add +264.3% | 105,551 | $6.2M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -1.7% | 99,111 | $5.9M |
| Capula Management Ltd | 0.04% | Add +61.6% | 98,261 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -78.1% | 97,915 | $5.8M |
| Schwartz Investment Counsel Inc. | 0.20% | No change | 97,200 | $5.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | New | 96,382 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 90,552 | $5.4M |
| Yost Capital Management, LP | 8.17% | No change | 90,000 | $5.3M |
| Keeley-Teton Advisors, LLC | 0.64% | Reduce -8.1% | 89,028 | $5.3M |
| Mraz, Amerine & Associates, Inc. | 0.90% | Add +2.0% | 89,177 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Add +49.7% | 88,216 | $5.2M |
| American Century Companies Inc. | 0.00% | Reduce -13.5% | 83,131 | $4.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +27.6% | 81,902 | $4.8M |
| Diversified Investment Strategies, LLC | 3.24% | Reduce -0.2% | 80,516 | $4.8M |
| Amundi | 0.00% | Add +13.0% | 78,959 | $4.6M |
| New York State Common Retirement Fund | 0.01% | No change | 74,253 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.2% | 69,933 | $4.1M |
| Barclays PLC | 0.00% | Add +53.7% | 65,933 | $3.9M |
| Credit Industriel Et Commercial | 0.84% | New | 62,820 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 61,417 | $3.6M |
| Orvieto Partners, L.P. | 2.97% | Add +41.2% | 57,250 | $3.4M |
| RK Asset Management, LLC | 3.04% | Reduce -48.7% | 55,725 | $3.3M |
| Kerrisdale Advisers, LLC | 1.37% | No change | 55,241 | $3.3M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -24.8% | 52,964 | $3.1M |
| Knightsbridge Asset Management, LLC | 0.80% | Reduce -10.1% | 51,645 | $3.1M |
| Richard Bernstein Advisors LLC | 0.07% | Reduce -3.7% | 49,926 | $3.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +1.8% | 47,189 | $2.8M |
| Oppenheimer & Close, LLC | 2.25% | Reduce -4.1% | 46,174 | $2.7M |
| Lakewood Asset Management LLC | 1.77% | New | 44,267 | $2.6M |
| Dark Forest Capital Management LP | 0.12% | Add +645.5% | 43,409 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +0.8% | 40,608 | $2.4M |
| Danske Bank A/S | 0.01% | Add +19.1% | 38,150 | $2.3M |
| State of Alaska, Department of Revenue | 0.03% | No change | 38,030 | $2.3M |
| Voya Investment Management LLC | 0.00% | Reduce -1.2% | 37,946 | $2.2M |
| HRT Financial LP | 0.01% | New | 37,299 | $2.2M |
| Chemistry Wealth Management LLC | 0.51% | Add +3.1% | 37,199 | $2.2M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.2% | 37,008 | $2.2M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +1.2% | 36,330 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -65.2% | 35,941 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.6% | 35,537 | $2.1M |
| Ashton Thomas Securities, LLC | 0.58% | Add +4.2% | 35,100 | $2.1M |
"% 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.