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 |
| Ashton Thomas Securities, LLC | 0.49% | Add +5.0% | 36,858 | $2.0M |
| LPL Financial LLC | 0.00% | Add +8.7% | 36,648 | $2.0M |
| Mn Services Vermogensbeheer B.V. | 0.01% | Add +4.1% | 35,900 | $2.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 35,152 | $1.9M |
| STRS Ohio | 0.01% | Add +15.0% | 35,119 | $1.9M |
| Ingalls & Snyder LLC | 0.07% | Add +0.0% | 34,933 | $1.9M |
| Ethic Inc. | 0.03% | Add +14.0% | 33,927 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.5% | 34,232 | $1.9M |
| HSBC Holdings PLC | 0.00% | Add +13.4% | 34,070 | $1.8M |
| BNP Paribas Financial Markets | 0.00% | Add +12.5% | 33,101 | $1.8M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +2.0% | 32,939 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +23.2% | 31,905 | $1.7M |
| Public Employees Retirement System of Ohio | 0.01% | Add +1.7% | 31,399 | $1.7M |
| Carnegie Lake Advisors LLC | 0.67% | Add +0.3% | 31,130 | $1.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | Reduce -1.1% | 30,761 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 30,549 | $1.7M |
| Skylands Capital, LLC | 0.23% | Add +3.3% | 29,695 | $1.6M |
| Resona Asset Management Co.,Ltd. | 0.01% | Reduce -0.6% | 29,633 | $1.6M |
| Brasada Capital Management, LP | 0.27% | Reduce -5.1% | 28,114 | $1.6M |
| Quantinno Capital Management LP | 0.01% | Add +14.7% | 29,000 | $1.6M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 28,369 | $1.5M |
| Mariner, LLC | 0.00% | Add +46.0% | 27,243 | $1.5M |
| Swedbank AB | 0.00% | Add +56.3% | 26,965 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Reduce -6.3% | 25,500 | $1.4M |
| RBF Capital, LLC | 0.07% | No change | 25,200 | $1.4M |
| KLP Kapitalforvaltning As | 0.01% | Add +2.5% | 24,200 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.8% | 22,728 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +1.6% | 22,845 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -26.9% | 22,498 | $1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 21,213 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.2% | 21,157 | $1.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | No change | 21,026 | $1.1M |
| AQR Capital Management | 0.00% | Add +115.4% | 20,653 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.1% | 20,568 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 20,531 | $1.1M |
| Swiss Life Asset Management Ltd | 0.01% | Add +52.8% | 19,555 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -24.7% | 19,397 | $1.1M |
| Robotti Robert | 0.17% | Add +11.7% | 19,100 | $1.0M |
| National Bank of Canada | 0.00% | Add +566.6% | 19,146 | $1.0M |
| Oddo BHF Asset Management Sas | 0.04% | Reduce -6.2% | 19,025 | $1.0M |
| DNB Asset Management AS | 0.00% | New | 18,648 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -3.1% | 18,158 | $987K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 18,136 | $986K |
| Atria Investments, Inc | 0.01% | Add +5.2% | 18,116 | $985K |
| Steadtrust LLC | 0.76% | — | 17,900 | $973K |
| Toronto Dominion Bank | 0.00% | Add +20.8% | 17,691 | $962K |
| Lodestone Wealth Management LLC | 0.47% | Add +29.2% | 17,645 | $959K |
| &partners | 0.01% | Add +124.3% | 16,934 | $921K |
| DekaBank Deutsche Girozentrale | 0.00% | Add +55.1% | 16,772 | $914K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.4% | 16,345 | $889K |
| Neuberger Berman Group LLC | 0.00% | Reduce -9.5% | 16,191 | $880K |
| IFM Investors Pty Ltd | 0.01% | No change | 16,102 | $875K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -17.7% | 15,266 | $830K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -1.8% | 15,072 | $819K |
| Hyperion Capital Advisors LP | 0.51% | No change | 15,000 | $816K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 14,798 | $805K |
| Teacher Retirement System of Texas | 0.00% | Add +3.9% | 14,741 | $801K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 14,344 | $780K |
| Ancora Advisors LLC | 0.02% | Reduce -4.2% | 14,288 | $777K |
| DRW Securities, LLC | 0.05% | New | 13,953 | $759K |
| Xponance LLC | 0.01% | Reduce -0.5% | 13,852 | $753K |
| Holocene Advisors, LP | 0.00% | Reduce -50.0% | 13,314 | $724K |
| Claret Asset Management Corp | 0.09% | No change | 13,145 | $715K |
| Cerity Partners LLC | 0.00% | Add +4.3% | 13,052 | $710K |
| Greenleaf Trust | 0.01% | Reduce -14.7% | 12,689 | $690K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +2.8% | 12,641 | $687K |
| Maven Securities LTD | 0.18% | Add +8.0% | 12,542 | $682K |
| Corient Private Wealth LP | 0.00% | Reduce -65.5% | 12,412 | $675K |
| OP Asset Management Ltd | 0.01% | Add +19.5% | 12,327 | $670K |
| Macquarie Group Ltd. | 0.00% | No change | 12,176 | $662K |
| Norman Fields, Gottscho Capital Management, LLC | 0.22% | Reduce -37.1% | 12,164 | $661K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -33.6% | 11,580 | $630K |
| Engineers Gate Manager LP | 0.01% | New | 10,958 | $596K |
| Korea Investment CORP | 0.00% | Reduce -13.0% | 10,694 | $581K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $579K |
| Quantbot Technologies LP | 0.01% | New | 10,143 | $551K |
| Sei Investments Co. | 0.00% | Reduce -1.1% | 9,862 | $536K |
| Creative Planning | 0.00% | Add +8.9% | 9,759 | $531K |
| Camelot Portfolios, LLC | 0.31% | New | 9,504 | $517K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +0.5% | 9,322 | $507K |
| Summit Trail Advisors, LLC | 0.01% | New | 9,228 | $502K |
| TD Asset Management Inc | 0.00% | Reduce -6.6% | 8,519 | $463K |
| Janus Henderson Group PLC | 0.00% | Reduce -5.1% | 8,444 | $458K |
| Exchange Traded Concepts, LLC | 0.01% | Add +173.8% | 8,184 | $445K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.9% | 8,037 | $437K |
| Intech Investment Management LLC | 0.00% | Reduce -10.4% | 7,972 | $433K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 7,852 | $427K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.6% | 7,786 | $423K |
| Allworth Financial LP | 0.00% | Add +0.1% | 7,574 | $412K |
| Prudential Financial Inc. | 0.00% | Add +41.3% | 7,386 | $402K |
| Bank of Montreal | 0.00% | Add +1.5% | 7,317 | $398K |
| Nordea Investment Management AB | 0.00% | Add +0.5% | 7,313 | $393K |
| XTX Topco Ltd | 0.02% | New | 6,979 | $379K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.4% | 6,838 | $372K |
| Axq Capital, LP | 0.12% | New | 6,774 | $368K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -0.6% | 6,448 | $351K |
| SG Americas Securities, LLC | 0.00% | Reduce -31.7% | 6,415 | $349K |
| Prudential PLC | 0.00% | No change | 6,238 | $339K |
| Amalgamated Bank | 0.00% | Add +1.8% | 6,102 | $332K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 6,066 | $330K |
| Viawealth, LLC | 0.19% | Reduce -4.8% | 6,064 | $330K |
| Verition Fund Management LLC | 0.00% | New | 5,916 | $322K |
| Baker Ellis Asset Management LLC | 0.04% | No change | 5,910 | $321K |
| Janney Capital Management LLC | 0.02% | Reduce -11.5% | 5,905 | $321K |
| EntryPoint Capital, LLC | 0.16% | Reduce -20.8% | 5,860 | $319K |
| CIBC Asset Management Inc | 0.00% | No change | 5,498 | $299K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 5,480 | $298K |
| Forum Financial Management, LP | 0.00% | Add +8.7% | 5,464 | $297K |
| Utah Retirement Systems | 0.00% | No change | 5,329 | $290K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.7% | 5,164 | $281K |
| Corient IA LP | 0.16% | No change | 5,000 | $272K |
| HighTower Advisors, LLC | 0.00% | Add +27.6% | 4,896 | $266K |
| Principal Financial Group Inc. | 0.00% | Reduce -16.1% | 4,787 | $260K |
| Royal London Asset Management Ltd. | 0.00% | No change | 4,778 | $260K |
| M&T Bank Corp | 0.00% | Add +16.2% | 4,744 | $258K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,687 | $255K |
| Keybank National Association | 0.00% | Reduce -14.6% | 4,607 | $250K |
| Proficio Capital Partners LLC | 0.02% | Add +0.9% | 4,546 | $247K |
| Independent Financial Group, LLC | 0.01% | No change | 4,500 | $245K |
| Sterling Capital Management LLC | 0.00% | Add +33.4% | 4,466 | $243K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 4,453 | $242K |
| GAMMA Investing LLC | 0.01% | Add +611.5% | 4,205 | $229K |
| Cibc World Markets Corp. | 0.00% | Reduce -8.5% | 4,042 | $220K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.1% | 3,967 | $216K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.3% | 3,881 | $211K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 3,861 | $210K |
| US Bancorp \de | 0.00% | No change | 3,266 | $178K |
| KBC Group NV | 0.00% | Add +35.8% | 2,982 | $162K |
| LRI Investments, LLC | 0.01% | Add +0.2% | 2,866 | $156K |
| Private Wealth Asset Management, LLC | 0.02% | Reduce -0.7% | 2,720 | $148K |
| Rothschild Investment LLC | 0.01% | No change | 2,305 | $125K |
| Comerica Bank | 0.00% | Add +0.5% | 2,241 | $122K |
| Vestcor Inc | 0.00% | Reduce -0.4% | 2,016 | $110K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.5% | 1,961 | $107K |
| Blue Trust, Inc. | 0.00% | Add +3.7% | 1,637 | $89K |
| Colonial Trust Co / SC | 0.01% | Add +0.1% | 1,597 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1306.5% | 1,505 | $82K |
| Signaturefd, LLC | 0.00% | Reduce -4.4% | 1,368 | $74K |
| Jones Financial Companies LLLP | 0.00% | Add +83.5% | 1,334 | $74K |
| Siemens Fonds Invest GmbH | 0.00% | No change | 1,113 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +159.6% | 1,033 | $56K |
| Cwm, LLC | 0.00% | Reduce -19.8% | 1,035 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.5% | 936 | $51K |
| CVA Family Office, LLC | 0.01% | Reduce -1.0% | 900 | $49K |
| Financial Perspectives, Inc | 0.01% | No change | 855 | $46K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 835 | $45K |
| Natixis | 0.00% | Add +414.4% | 751 | $41K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.0% | 730 | $40K |
| Aster Capital Management (DIFC) Ltd | 0.01% | New | 729 | $40K |
| Andra AP-fonden | 0.00% | New | 700 | $38K |
| CoreCap Advisors, LLC | 0.00% | No change | 568 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -3.4% | 517 | $28K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 485 | $26K |
| CI Investments Inc. | 0.00% | Add +6.1% | 434 | $24K |
| Caitong International Asset Management Co., Ltd | 0.02% | Add +15.3% | 429 | $23K |
| Ostrum Asset Management | 0.00% | Reduce -3.0% | 417 | $23K |
| Kennebec Savings Bank | 0.02% | No change | 411 | $22K |
| Simplex Trading, LLC | 0.00% | Add +33.0% | 423 | $22K |
| Private Trust Co. NA | 0.00% | No change | 363 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +32.1% | 350 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 344 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.8% | 330 | $18K |
| Fifth Third Bancorp | 0.00% | Add +75.0% | 329 | $18K |
| Putney Financial Group LLC | 0.02% | Reduce -67.7% | 297 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -76.1% | 297 | $16K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $16K |
| Arax Advisory Partners | 0.00% | Add +67.3% | 276 | $15K |
| UMB Bank, n.a. | 0.00% | Add +3.3% | 248 | $13K |
| Spire Wealth Management | 0.00% | Reduce -9.3% | 243 | $13K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -40.8% | 231 | $13K |
| Glenmede Investment Management, LP | 0.00% | — | 234 | $13K |
| YANKCOM Partnership | 0.01% | No change | 220 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +92.6% | 208 | $11K |
| Covestor Ltd | 0.01% | Reduce -0.5% | 193 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +56.0% | 181 | $10K |
| Bell Investment Advisors, Inc | 0.00% | Add +5.4% | 176 | $10K |
| Brooklyn Investment Group | 0.00% | Reduce -48.2% | 170 | $9K |
| Hemington Wealth Management | 0.00% | Reduce -10.7% | 183 | $9K |
| Golden State Wealth Management, LLC | 0.00% | No change | 156 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 135 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 135 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +15.7% | 125 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -15.8% | 96 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -25.6% | 93 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +71.4% | 84 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $4K |
| Assetmark, Inc. | 0.00% | Add +245.0% | 69 | $4K |
| Fortitude Family Office, LLC | 0.00% | New | 57 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +24.4% | 56 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 45 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +25.0% | 45 | $2K |
| MAI Capital Management | 0.00% | New | 45 | $2K |
| Red Tortoise LLC | 0.00% | No change | 44 | $2K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 42 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -38.5% | 40 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +2.6% | 39 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $1K |
| True Wealth Design, LLC | 0.00% | Reduce -3.9% | 25 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -26.9% | 19 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +350.0% | 18 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 18 | $979 |
| SouthState Bank Corp | 0.00% | Reduce -51.6% | 15 | $816 |
| Manchester Capital Management LLC | 0.00% | No change | 14 | $762 |
| Clearstead Trust, LLC | 0.00% | Reduce -74.5% | 14 | $762 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $653 |
| Cromwell Holdings LLC | 0.00% | New | 12 | $652 |
| Tortoise Investment Management, LLC | 0.00% | New | 12 | $652 |
| HFM Investment Advisors, LLC | 0.00% | Add +83.3% | 11 | $622 |
| Parkworth Wealth Management, Inc. | 0.00% | Add +83.3% | 11 | $598 |
| IFP Advisors, Inc | 0.00% | Reduce -95.3% | 11 | $598 |
| Larson Financial Group LLC | 0.00% | Add +11.1% | 10 | $544 |
| Quaker Wealth Management, LLC | 0.00% | — | 7 | $381 |
| Huntington National Bank | 0.00% | Reduce -79.4% | 7 | $381 |
| Hughes Financial Services, LLC | 0.00% | Reduce -50.0% | 7 | $361 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 6 | $326 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $272 |
| Essential Partners LLC | 0.00% | — | 3 | $163 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $110 |
| LGT Financial Advisors LLC | 0.00% | New | 2 | $109 |
| Avion Wealth | 0.00% | Reduce -57.1% | 9 | $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.