U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q2 2025 (June 30)323holders −2
28new positions
30sold out
9famous investors
$54.38avg. 13F price*
At the end of Q2 2025, 323 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, down 2 from Q1 2025. 28 opened new positions and 30 sold out. The largest holders were Vanguard Group Inc. ($493.6M), Yacktman Asset Management ($325.5M) and BlackRock, Inc. ($298.4M). 9 famous investors held it, including Stephen Yacktman (4.4% of Yacktman Asset Management's portfolio), David Abrams (2.9% of Abrams Capital Management's portfolio) and Nelson Peltz (0.5% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.4M |
| Exits | 30 | $39.4M |
All 13F filers, Q1 2025 → Q2 2025: 2,776,659 shares bought and 3,220,480 shares sold, net −443,821 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| Vanguard Group Inc. | 0.01% | Reduce -0.5% | 9,077,996 | $493.6M |
| Yacktman Asset Management | 4.37% | Reduce -0.1% | 5,986,465 | $325.5M |
| BlackRock, Inc. | 0.01% | Add +0.6% | 5,487,878 | $298.4M |
| FMR LLC | 0.01% | Add +5.0% | 4,324,047 | $235.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -1.0% | 3,478,925 | $189.2M |
| Abrams Capital Management | 2.89% | No change | 3,251,469 | $176.8M |
| Smead Capital Management, Inc. | 3.10% | Add +18.4% | 2,842,383 | $154.5M |
| Hotchkis & Wiley Capital Management LLC | 0.43% | Add +7.6% | 2,449,309 | $133.2M |
| State Street Corp. | 0.00% | Reduce -3.3% | 2,233,778 | $121.5M |
| Southpoint Capital Advisors LP | 2.53% | Add +2.8% | 1,850,000 | $100.6M |
| Reinhart Partners, Llc. | 3.25% | Reduce -0.2% | 1,752,270 | $95.3M |
| Geode Capital Management, LLC | 0.01% | Add +1.0% | 1,709,712 | $92.7M |
| Artisan Partners Limited Partnership | 0.11% | Reduce -1.3% | 1,319,714 | $71.8M |
| Pertento Partners LLP | 6.12% | Add +1.4% | 996,304 | $54.2M |
| Norges Bank | 0.01% | Reduce -1.3% | 948,601 | $51.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.1% | 763,501 | $41.5M |
| State of Wisconsin Investment Board | 0.10% | Add +58.3% | 747,114 | $40.6M |
| Morgan Stanley | 0.00% | Add +9.8% | 596,714 | $32.4M |
| Northern Trust Corp. | 0.00% | Reduce -26.0% | 595,601 | $32.4M |
| Thompson Siegel & Walmsley LLC | 0.51% | Add +27.5% | 557,466 | $30.3M |
| Tweedy, Browne Co LLC | 2.40% | Reduce -1.1% | 475,351 | $25.8M |
| Bruce & Co., Inc. | 7.98% | No change | 452,000 | $24.6M |
| Bayberry Capital Partners LP | 7.64% | Reduce -1.8% | 425,141 | $23.1M |
| Wellington Management Group LLP | 0.00% | Reduce -11.9% | 412,164 | $22.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.6% | 345,721 | $18.8M |
| Trian Fund Management | 0.48% | Reduce -69.9% | 338,031 | $18.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.1% | 337,933 | $18.4M |
| Swiss National Bank | 0.01% | Add +7.1% | 292,331 | $15.9M |
| California State Teachers Retirement System | 0.02% | Add +18.9% | 291,075 | $15.8M |
| Harbor Capital Advisors, Inc. | 0.63% | Add +6.7% | 277,829 | $15.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +48.9% | 269,280 | $14.6M |
| Systematic Financial Management LP | 0.39% | Add +1.6% | 268,501 | $14.6M |
| Third Avenue Management LLC | 2.91% | Add +3.9% | 259,510 | $14.1M |
| Bank of America Corp. | 0.00% | Add +82.9% | 238,060 | $12.9M |
| Fuller & Thaler Asset Management, Inc. | 0.05% | Add +1.9% | 228,320 | $12.4M |
| Millennium Management | 0.01% | Add +40.2% | 221,016 | $12.0M |
| Legal & General Group Plc | 0.00% | Add +0.4% | 203,454 | $11.1M |
| UBS Group AG | 0.00% | Add +9.3% | 198,546 | $10.8M |
| Harspring Capital Management, LLC | 3.54% | No change | 185,000 | $10.1M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 180,212 | $9.8M |
| Wells Fargo & Company | 0.00% | Add +9.7% | 179,340 | $9.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -1.3% | 175,195 | $9.5M |
| Applied Fundamental Research, LLC | 8.23% | Reduce -12.0% | 170,824 | $9.3M |
| Vision Capital Management, Inc. | 1.19% | Add +5.2% | 166,003 | $9.0M |
| Scharf Investments, LLC | 0.26% | Reduce -85.0% | 148,257 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 147,562 | $8.0M |
| Midwest Trust Co | 0.11% | — | 147,431 | $8.0M |
| Nuveen, LLC | 0.00% | Reduce -25.7% | 143,928 | $7.8M |
| Amundi | 0.00% | Add +72.7% | 136,382 | $7.6M |
| Citadel Advisors | 0.01% | Add +5.1% | 124,230 | $6.8M |
| Rhumbline Advisers | 0.01% | Add +0.5% | 122,120 | $6.6M |
| American Century Companies Inc. | 0.00% | Add +46.1% | 121,456 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -0.3% | 118,825 | $6.5M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -2.1% | 116,146 | $6.3M |
| Credit Industriel Et Commercial | 1.31% | Add +78.6% | 112,200 | $6.1M |
| D. E. Shaw & Co. | 0.01% | Add +5.5% | 111,375 | $6.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -24.1% | 105,713 | $5.7M |
| Storebrand Asset Management As | 0.02% | Reduce -8.0% | 103,459 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 101,745 | $5.5M |
| Balyasny Asset Management L.P. | 0.01% | New | 100,594 | $5.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.1% | 100,201 | $5.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.3% | 100,141 | $5.4M |
| Edgestream Partners, L.P. | 0.15% | New | 99,579 | $5.4M |
| Mraz, Amerine & Associates, Inc. | 0.85% | Add +9.1% | 97,273 | $5.3M |
| First Trust Advisors LP | 0.00% | Reduce -23.4% | 97,270 | $5.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Reduce -0.3% | 96,040 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -17.0% | 95,000 | $5.2M |
| Orvieto Partners, L.P. | 4.37% | Add +57.9% | 90,402 | $4.9M |
| Yost Capital Management, LP | 6.71% | No change | 90,000 | $4.9M |
| GAMCO Investors | 0.05% | New | 87,768 | $4.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 81,902 | $4.5M |
| Capula Management Ltd | 0.05% | Reduce -17.6% | 80,935 | $4.4M |
| Diversified Investment Strategies, LLC | 2.97% | Add +0.2% | 80,666 | $4.4M |
| New York State Common Retirement Fund | 0.01% | No change | 74,253 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.3% | 72,976 | $4.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.6% | 71,759 | $3.9M |
| ExodusPoint Capital Management, LP | 0.05% | Add +220.7% | 70,287 | $3.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -48.9% | 65,534 | $3.6M |
| Barclays PLC | 0.00% | Reduce -1.8% | 64,737 | $3.5M |
| Kerrisdale Advisers, LLC | 1.57% | No change | 55,241 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.8% | 54,771 | $3.0M |
| HRT Financial LP | 0.01% | Add +43.1% | 53,386 | $2.9M |
| Dark Forest Capital Management LP | 0.12% | Add +22.6% | 53,226 | $2.9M |
| RK Asset Management, LLC | 2.77% | Reduce -5.0% | 52,966 | $2.9M |
| Knightsbridge Asset Management, LLC | 0.63% | Reduce -0.6% | 51,349 | $2.8M |
| Inkwell Capital LLC | 2.94% | Add +53.7% | 50,435 | $2.7M |
| Richard Bernstein Advisors LLC | 0.07% | No change | 49,926 | $2.7M |
| Marshall Wace, LLP | 0.00% | Add +147.4% | 49,338 | $2.7M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -10.8% | 47,241 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | Add +12.9% | 45,857 | $2.5M |
| Oppenheimer & Close, LLC | 1.90% | Reduce -1.3% | 45,579 | $2.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -6.2% | 44,268 | $2.4M |
| Lakewood Asset Management LLC | 1.60% | Reduce -0.6% | 44,006 | $2.4M |
| Danske Bank A/S | 0.01% | Add +9.3% | 41,681 | $2.3M |
| Asset Management One Co., Ltd. | 0.01% | Add +8.5% | 40,163 | $2.2M |
| Twinbeech Capital LP | 0.05% | New | 40,149 | $2.2M |
| Chemistry Wealth Management LLC | 0.45% | Add +4.5% | 38,872 | $2.1M |
| Voya Investment Management LLC | 0.00% | Add +1.9% | 38,674 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | No change | 38,030 | $2.1M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +4.0% | 37,769 | $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.