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 |
| Ingalls & Snyder LLC | 0.07% | Reduce -2.2% | 34,926 | $2.1M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -12.0% | 34,500 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -9.2% | 34,058 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -12.8% | 33,731 | $2.0M |
| Inkwell Capital LLC | 2.13% | Add +4.0% | 32,810 | $1.9M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -5.8% | 32,278 | $1.9M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | No change | 31,098 | $1.8M |
| Carnegie Lake Advisors LLC | 0.75% | Add +2.0% | 31,030 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -10.4% | 30,877 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.2% | 30,773 | $1.8M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -1.8% | 30,549 | $1.8M |
| STRS Ohio | 0.01% | Add +6.1% | 30,541 | $1.8M |
| Ethic Inc. | 0.04% | Reduce -4.4% | 29,770 | $1.8M |
| HSBC Holdings PLC | 0.00% | Reduce -4.0% | 30,041 | $1.8M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +5.9% | 29,801 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +10.4% | 29,434 | $1.7M |
| Skylands Capital, LLC | 0.25% | No change | 28,745 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 28,068 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +13.3% | 27,200 | $1.6M |
| Holocene Advisors, LP | 0.00% | Add +152.4% | 26,643 | $1.6M |
| Brasada Capital Management, LP | 0.31% | Reduce -3.5% | 29,625 | $1.5M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +0.9% | 25,905 | $1.5M |
| Composition Wealth, LLC | 0.03% | Reduce -17.5% | 25,766 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 25,494 | $1.5M |
| Quantinno Capital Management LP | 0.01% | Add +60.1% | 25,289 | $1.5M |
| Susquehanna Fundamental Investments, LLC | 0.03% | Reduce -44.4% | 25,229 | $1.5M |
| RBF Capital, LLC | 0.09% | No change | 25,200 | $1.5M |
| KLP Kapitalforvaltning As | 0.01% | No change | 23,600 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +87.3% | 22,489 | $1.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +5.1% | 22,325 | $1.3M |
| ExodusPoint Capital Management, LP | 0.02% | Add +27.5% | 21,920 | $1.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -67.7% | 21,442 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +4.6% | 21,285 | $1.3M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.2M |
| Citigroup Inc. | 0.00% | Add +5.8% | 20,766 | $1.2M |
| Oddo BHF Asset Management Sas | 0.05% | Reduce -18.3% | 20,275 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +69.9% | 19,942 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +10.3% | 19,802 | $1.2M |
| Norman Fields, Gottscho Capital Management, LLC | 0.39% | Reduce -1.1% | 19,349 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 18,802 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +16.6% | 18,737 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -31.0% | 18,664 | $1.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -0.1% | 18,559 | $1.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.9% | 17,893 | $1.1M |
| Vanguard Personalized Indexing Management, LLC | 0.02% | Add +1.8% | 17,433 | $1.0M |
| Swedbank AB | 0.00% | Reduce -72.8% | 17,254 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +1.4% | 17,218 | $1.0M |
| Robotti Robert | 0.20% | No change | 17,100 | $1.0M |
| IFM Investors Pty Ltd | 0.01% | No change | 16,102 | $953K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.3% | 15,970 | $945K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.3% | 15,970 | $945K |
| Institute for Wealth Management, LLC. | 0.12% | Add +0.2% | 15,346 | $908K |
| Hyperion Capital Advisors LP | 0.48% | Reduce -2.3% | 15,000 | $888K |
| Ancora Advisors LLC | 0.02% | Reduce -5.1% | 14,913 | $883K |
| Greenleaf Trust | 0.01% | No change | 14,877 | $880K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 14,778 | $875K |
| Toronto Dominion Bank | 0.00% | Add +11.5% | 14,647 | $867K |
| Teacher Retirement System of Texas | 0.00% | New | 14,190 | $840K |
| Xponance LLC | 0.01% | Add +7.2% | 13,926 | $824K |
| Lodestone Wealth Management LLC | 0.43% | Reduce -17.1% | 13,656 | $808K |
| Claret Asset Management Corp | 0.15% | New | 13,145 | $778K |
| Swiss Life Asset Management Ltd | 0.01% | Add +18.3% | 12,800 | $758K |
| Cerity Partners LLC | 0.00% | Add +131.8% | 12,517 | $741K |
| Segall Bryant & Hamill, LLC | 0.01% | Reduce -93.2% | 12,326 | $729K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +0.6% | 12,297 | $728K |
| Korea Investment CORP | 0.00% | Reduce -70.9% | 12,294 | $728K |
| Macquarie Group Ltd. | 0.00% | No change | 12,176 | $721K |
| Maven Securities LTD | 0.15% | No change | 11,611 | $687K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $630K |
| DekaBank Deutsche Girozentrale | 0.00% | Reduce -35.5% | 10,811 | $625K |
| OP Asset Management Ltd | 0.01% | — | 10,314 | $610K |
| Sei Investments Co. | 0.00% | Add +23.6% | 9,973 | $590K |
| AQR Capital Management | 0.00% | Add +7.8% | 9,589 | $558K |
| SG Americas Securities, LLC | 0.00% | Add +13.1% | 9,392 | $556K |
| Legacy Wealth Asset Management, LLC | 0.15% | Add +0.8% | 9,278 | $549K |
| TD Asset Management Inc | 0.00% | Reduce -1.8% | 9,119 | $540K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.8% | 9,011 | $533K |
| Creative Planning | 0.00% | Add +13.0% | 8,961 | $530K |
| Intech Investment Management LLC | 0.01% | No change | 8,896 | $526K |
| Janus Henderson Group PLC | 0.00% | Reduce -96.8% | 8,900 | $525K |
| Daiwa Securities Group Inc. | 0.00% | No change | 7,737 | $458K |
| Oak Thistle LLC | 0.09% | New | 7,658 | $453K |
| &partners | 0.00% | Add +27.1% | 7,551 | $445K |
| EntryPoint Capital, LLC | 0.20% | Add +122.7% | 7,403 | $438K |
| Nordea Investment Management AB | 0.00% | Add +0.4% | 7,279 | $431K |
| Bank of Montreal | 0.00% | Add +0.2% | 7,206 | $426K |
| Allworth Financial LP | 0.00% | Add +0.1% | 7,567 | $416K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.0% | 6,863 | $406K |
| Janney Capital Management LLC | 0.03% | Reduce -8.9% | 6,671 | $395K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +0.0% | 6,486 | $384K |
| Viawealth, LLC | 0.23% | Reduce -11.0% | 6,372 | $377K |
| Prudential PLC | 0.00% | No change | 6,238 | $369K |
| Pathstone Holdings, LLC | 0.00% | Add +11.0% | 6,103 | $362K |
| Amalgamated Bank | 0.00% | Add +1.3% | 5,994 | $355K |
| Baker Ellis Asset Management LLC | 0.05% | No change | 5,910 | $350K |
| Principal Financial Group Inc. | 0.00% | Reduce -17.4% | 5,707 | $338K |
| Robeco Institutional Asset Management B.V. | 0.00% | Add +28.6% | 5,500 | $325K |
| CIBC Asset Management Inc | 0.00% | Add +2.3% | 5,498 | $325K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $324K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.0% | 5,443 | $322K |
| Keybank National Association | 0.00% | Reduce -2.1% | 5,392 | $319K |
| Utah Retirement Systems | 0.00% | Reduce -67.7% | 5,329 | $315K |
| Prudential Financial Inc. | 0.00% | Add +38.6% | 5,228 | $309K |
| Forum Financial Management, LP | 0.00% | New | 5,027 | $297K |
| Corient IA LP | 0.21% | — | 5,000 | $296K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -1.7% | 4,841 | $287K |
| Royal London Asset Management Ltd. | 0.00% | New | 4,778 | $283K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -18.2% | 4,687 | $277K |
| Proficio Capital Partners LLC | 0.02% | Add +4.3% | 4,505 | $267K |
| Independent Financial Group, LLC | 0.01% | No change | 4,500 | $266K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -7.1% | 4,453 | $264K |
| Aigen Investment Management, LP | 0.04% | Add +27.5% | 4,448 | $263K |
| Cibc World Markets Corp. | 0.00% | Add +0.6% | 4,416 | $261K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.2% | 4,188 | $248K |
| M&T Bank Corp | 0.00% | Reduce -5.9% | 4,084 | $242K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.6% | 3,861 | $228K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.9% | 3,837 | $227K |
| Credit Agricole S A | 0.00% | Add +0.0% | 3,812 | $226K |
| MetLife Investment Management, LLC | 0.00% | Add +0.5% | 3,692 | $218K |
| State of Michigan Retirement System | 0.00% | No change | 3,454 | $204K |
| Bank of Nova Scotia | 0.00% | Add +0.6% | 3,432 | $203K |
| Sterling Capital Management LLC | 0.00% | Reduce -18.7% | 3,348 | $198K |
| US Bancorp \de | 0.00% | Add +3.5% | 3,266 | $193K |
| Exchange Traded Concepts, LLC | 0.00% | Add +1246.4% | 2,989 | $177K |
| National Bank of Canada | 0.00% | Reduce -10.6% | 2,872 | $170K |
| LRI Investments, LLC | 0.02% | Reduce -20.8% | 2,859 | $169K |
| Private Wealth Asset Management, LLC | 0.02% | — | 2,738 | $162K |
| Rakuten Investment Management, Inc. | 0.00% | — | 2,678 | $158K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 2,305 | $136K |
| Comerica Bank | 0.00% | Reduce -2.8% | 2,229 | $132K |
| KBC Group NV | 0.00% | Reduce -76.0% | 2,196 | $130K |
| Vestcor Inc | 0.00% | No change | 2,025 | $120K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.3% | 1,970 | $117K |
| Quadrant Capital Group LLC | 0.00% | Add +250.8% | 1,863 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +64.1% | 1,631 | $97K |
| Colonial Trust Co / SC | 0.01% | Reduce -0.8% | 1,595 | $94K |
| Blue Trust, Inc. | 0.00% | Add +45.8% | 1,578 | $93K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,565 | $93K |
| Signaturefd, LLC | 0.00% | Reduce -1.2% | 1,431 | $85K |
| Cwm, LLC | 0.00% | Reduce -5.8% | 1,291 | $76K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -21.5% | 1,243 | $74K |
| Corebridge Financial, Inc. | 0.00% | Reduce -3.5% | 1,154 | $68K |
| Siemens Fonds Invest GmbH | 0.00% | New | 1,113 | $66K |
| Putney Financial Group LLC | 0.06% | No change | 918 | $54K |
| CVA Family Office, LLC | 0.01% | Add +1.0% | 909 | $54K |
| Quarry LP | 0.01% | New | 908 | $54K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.2% | 1,023 | $54K |
| Financial Perspectives, Inc | 0.02% | No change | 855 | $51K |
| Key Financial Inc | 0.01% | No change | 845 | $50K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 810 | $48K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.1% | 760 | $45K |
| Jones Financial Companies LLLP | 0.00% | No change | 727 | $43K |
| GAMMA Investing LLC | 0.00% | Reduce -15.1% | 591 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 568 | $34K |
| First Horizon Advisors, Inc. | 0.00% | No change | 535 | $32K |
| Ostrum Asset Management | 0.00% | Reduce -4.4% | 430 | $25K |
| Kennebec Savings Bank | 0.03% | No change | 411 | $24K |
| CI Investments Inc. | 0.00% | Reduce -5.8% | 409 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 398 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.8% | 390 | $23K |
| Caitong International Asset Management Co., Ltd | 0.02% | New | 372 | $22K |
| Private Trust Co. NA | 0.00% | Add +236.1% | 363 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 344 | $20K |
| Brooklyn Investment Group | 0.00% | Add +143.0% | 328 | $19K |
| Riverview Trust Co | 0.02% | No change | 308 | $18K |
| Simplex Trading, LLC | 0.00% | New | 318 | $18K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.7% | 288 | $17K |
| Spire Wealth Management | 0.00% | Add +29.5% | 268 | $16K |
| Quent Capital, LLC | 0.00% | Reduce -55.2% | 259 | $15K |
| Lanark Financial, Inc. | 0.00% | — | 265 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 240 | $14K |
| Lindbrook Capital, LLC | 0.00% | No change | 234 | $14K |
| IFP Advisors, Inc | 0.00% | No change | 232 | $14K |
| YANKCOM Partnership | 0.01% | No change | 220 | $13K |
| Hemington Wealth Management | 0.00% | Add +46.4% | 205 | $12K |
| Fifth Third Bancorp | 0.00% | Reduce -52.9% | 188 | $11K |
| Covestor Ltd | 0.01% | Add +1.6% | 194 | $11K |
| Bell Investment Advisors, Inc | 0.00% | No change | 167 | $10K |
| Arax Advisory Partners | 0.00% | Add +15.4% | 165 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 156 | $9K |
| Natixis | 0.00% | New | 146 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 135 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -8.1% | 125 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.9% | 116 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -85.7% | 114 | $7K |
| Parkside Financial Bank & Trust | 0.00% | No change | 108 | $6K |
| North Star Investment Management Corp. | 0.00% | New | 108 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +87.7% | 107 | $6K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $5K |
| Bessemer Group Inc. | 0.00% | Add +12.3% | 91 | $5K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +182.6% | 65 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 55 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +40.0% | 49 | $3K |
| Zions Bancorporation, National Association | 0.00% | — | 45 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 45 | $3K |
| Red Tortoise LLC | 0.00% | No change | 44 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 42 | $2K |
| Saudi Central Bank | 0.01% | New | 38 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -2.6% | 38 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 36 | $2K |
| Huntington National Bank | 0.00% | Reduce -94.5% | 34 | $2K |
| SouthState Bank Corp | 0.00% | New | 31 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $2K |
| True Wealth Design, LLC | 0.00% | Add +44.4% | 26 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -10.3% | 26 | $2K |
| Global Financial Private Client, LLC | 0.00% | Add +166.7% | 24 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -31.0% | 20 | $1K |
| Avion Wealth | 0.00% | No change | 21 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -33.3% | 18 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 14 | $842 |
| Manchester Capital Management LLC | 0.00% | No change | 14 | $829 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $711 |
| Larson Financial Group LLC | 0.00% | New | 9 | $533 |
| HFM Investment Advisors, LLC | 0.00% | — | 6 | $356 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 6 | $355 |
| Highline Wealth Partners LLC | 0.00% | New | 5 | $296 |
| Principal Securities, Inc. | 0.00% | No change | 3 | $192 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 3 | $177 |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -66.7% | 3 | $172 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $119 |
| MV Capital Management, Inc. | 0.00% | No change | 1 | $60 |
| AlphaQuest LLC | 0.00% | No change | 1 | $59 |
| Hantz Financial Services, Inc. | 0.00% | New | 4 | $0 |
"% 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.