U-Haul Holding Co.-Non VotingUHAL.B

13F holders, Q3 2025 (September 30)
336holders +13
49new positions
33sold out
8famous investors
$51.02avg. 13F price*

At the end of Q3 2025, 336 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 13 from Q2 2025. 49 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($458.6M), Yacktman Asset Management ($295.3M) and BlackRock, Inc. ($281.8M). 8 famous investors held it, including Stephen Yacktman (4.1% of Yacktman Asset Management's portfolio), David Abrams (2.7% of Abrams Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
U-Haul Holding Co.-Non Voting
CUSIP
023586506
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 285Q1 2024Q2 2024: 282Q2 2024Q3 2024: 292Q3 2024Q4 2024: 314Q4 2024Q1 2025: 325Q1 2025Q2 2025: 323Q2 2025Q3 2025: 336Q3 2025Q4 2025: 313Q4 2025Q1 2026: 297Q1 2026Q2 2026: 333Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions49$59.4M
Exits33$87.3M

All 13F filers, Q2 2025 → Q3 2025: 4,984,724 shares bought and 3,111,120 shares sold, net +1,873,604 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 336 holders

Vanguard Group Inc. 0.01% Reduce -0.8% 9,008,945 $458.6M
Yacktman Asset Management 4.07% Reduce -3.1% 5,801,620 $295.3M
BlackRock, Inc. 0.01% Add +0.9% 5,536,576 $281.8M
FMR LLC 0.01% Reduce -1.8% 4,247,508 $216.2M
Dimensional Fund Advisors LP 0.04% Add +4.2% 3,624,973 $184.5M
Abrams Capital Management 2.68% No change 3,251,469 $165.5M
Hotchkis & Wiley Capital Management LLC 0.50% Add +30.0% 3,184,488 $162.1M
Smead Capital Management, Inc. 2.59% Reduce -7.2% 2,636,827 $134.2M
State Street Corp. 0.00% Add +6.7% 2,384,152 $121.4M
Southpoint Capital Advisors LP 2.54% Add +2.7% 1,900,000 $96.7M
Geode Capital Management, LLC 0.01% Add +3.4% 1,767,601 $89.7M
Reinhart Partners, Llc. 2.89% Reduce -0.3% 1,747,459 $88.9M
Artisan Partners Limited Partnership 0.09% Reduce -6.7% 1,231,840 $62.7M
Scharf Investments, LLC 1.15% Add +508.6% 902,234 $45.9M
State of Wisconsin Investment Board 0.10% Add +9.3% 816,780 $41.6M
Thompson Siegel & Walmsley LLC 0.66% Add +43.9% 802,293 $40.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.2% 762,149 $38.8M
Northern Trust Corp. 0.00% Add +2.9% 613,125 $31.2M
Morgan Stanley 0.00% Reduce -3.3% 577,254 $29.4M
Tweedy, Browne Co LLC 2.05% Reduce -2.3% 464,565 $23.6M
Bayberry Capital Partners LP 6.70% Add +7.5% 457,154 $23.3M
Bruce & Co., Inc. 7.12% No change 452,000 $23.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +308.1% 408,626 $20.8M
California State Teachers Retirement System 0.02% Add +34.0% 390,134 $19.9M
Raymond James Financial Inc. 0.01% Add +10.1% 372,025 $18.9M
Bank of New York Mellon Corp 0.00% Add +0.4% 347,063 $17.7M
Wellington Management Group LLP 0.00% Reduce -15.9% 346,510 $17.6M
Tidal Investments LLC 0.07% New 333,819 $17.0M
Systematic Financial Management LP 0.33% Add +0.6% 269,996 $13.7M
Swiss National Bank 0.01% Reduce -8.5% 267,431 $13.6M
Third Avenue Management LLC 2.49% Reduce -0.1% 259,225 $13.3M
Goldman Sachs Group Inc. 0.00% Reduce -4.9% 256,004 $13.0M
Bank of America Corp. 0.00% Add +6.6% 253,845 $12.9M
D. E. Shaw & Co. 0.01% Add +107.6% 231,247 $11.8M
Susquehanna International Group, LLP 0.02% Add +117.3% 229,682 $11.7M
Balyasny Asset Management L.P. 0.02% Add +126.2% 227,566 $11.6M
Fuller & Thaler Asset Management, Inc. 0.04% Reduce -3.3% 220,847 $11.2M
Troluce Capital Advisors LLC 3.97% New 220,000 $11.2M
Legal & General Group Plc 0.00% Add +7.0% 217,674 $11.1M
Millennium Management 0.01% Reduce -4.1% 211,934 $10.8M
Invesco Ltd. 0.00% Add +13.1% 203,814 $10.4M
Royal Bank of Canada 0.00% Add +33.8% 197,500 $10.1M
UBS Group AG 0.00% Reduce -0.6% 197,337 $10.0M
Applied Fundamental Research, LLC 9.64% Add +14.1% 194,870 $9.9M
Harspring Capital Management, LLC 3.60% No change 185,000 $9.4M
Sumitomo Mitsui Trust Group, Inc. 0.01% Add +1.6% 178,082 $9.1M
Rakuten Investment Management, Inc. 0.03% — 31,515 $9.0M
Wells Fargo & Company 0.00% Reduce -4.0% 172,121 $8.8M
Vision Capital Management, Inc. 1.02% Reduce -2.1% 162,458 $8.3M
Midwest Trust Co 0.10% Reduce -0.0% 147,420 $7.5M
Dark Forest Capital Management LP 0.28% Add +176.8% 147,326 $7.5M
Ruffer LLP 0.41% New 145,669 $7.4M
American Century Companies Inc. 0.00% Add +14.8% 139,382 $7.1M
Nuveen, LLC 0.00% Reduce -3.5% 138,944 $7.1M
Amundi 0.00% Add +1.7% 138,658 $7.1M
Rhumbline Advisers 0.00% Reduce -3.4% 117,959 $6.0M
Brandywine Global Investment Management, LLC 0.04% Add +0.3% 116,436 $5.9M
First Trust Advisors LP 0.00% Add +15.3% 112,152 $5.7M
Orvieto Partners, L.P. 4.70% Add +20.4% 108,866 $5.5M
Deutsche Bank AG 0.00% Reduce -11.1% 105,629 $5.4M
DNB Asset Management AS 0.02% Add +465.5% 105,450 $5.4M
Envestnet Asset Management Inc. 0.00% Add +1.6% 103,421 $5.3M
Mraz, Amerine & Associates, Inc. 0.82% Add +6.0% 103,103 $5.2M
Edgestream Partners, L.P. 0.15% Add +1.4% 100,981 $5.1M
Storebrand Asset Management As 0.01% Reduce -2.8% 100,570 $5.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -1.6% 98,633 $5.0M
Yost Capital Management, LP 5.86% Add +5.3% 94,800 $4.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -1.9% 94,166 $4.8M
Credit Industriel Et Commercial 1.07% Reduce -26.3% 82,750 $4.7M
Harbor Capital Advisors, Inc. 0.35% Reduce -68.0% 88,756 $4.5M
Diversified Investment Strategies, LLC 2.79% Add +3.5% 83,491 $4.2M
GAMCO Investors 0.04% Reduce -7.1% 81,538 $4.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -0.5% 81,475 $4.1M
T. Rowe Price Associates Inc. 0.00% Add +7.4% 77,070 $3.9M
New York State Common Retirement Fund 0.00% No change 74,253 $3.8M
JPMorgan Chase & Co. 0.00% Reduce -6.4% 68,327 $3.5M
HRT Financial LP 0.01% Add +20.0% 64,080 $3.3M
Susquehanna Portfolio Strategies, LLC 0.05% New 57,336 $2.9M
Citigroup Inc. 0.00% Add +176.3% 56,721 $2.9M
Pictet Asset Management Holding SA 0.00% Add +21.0% 55,470 $2.8M
Kerrisdale Advisers, LLC 1.46% No change 55,241 $2.8M
Ameriprise Financial Inc. 0.00% Reduce -0.0% 54,761 $2.8M
RK Asset Management, LLC 2.45% Reduce -0.1% 52,906 $2.7M
BNP Paribas Financial Markets 0.00% Add +59.9% 52,937 $2.7M
Knightsbridge Asset Management, LLC 0.44% Reduce -1.0% 50,837 $2.6M
Capstone Investment Advisors, LLC 0.03% New 50,440 $2.6M
Inkwell Capital LLC 2.60% Reduce -1.0% 49,919 $2.5M
Oppenheimer & Close, LLC 1.69% Add +7.9% 49,163 $2.5M
Barclays PLC 0.00% Reduce -26.4% 47,638 $2.4M
BCGM Wealth Management, LLC 0.62% New 46,965 $2.4M
Freestone Grove Partners LP 0.02% New 46,735 $2.4M
Treasurer of the State of North Carolina 0.01% Reduce -3.7% 45,473 $2.3M
Lakewood Asset Management LLC 1.38% Add +2.2% 44,969 $2.3M
Swedbank AB 0.00% Add +66.2% 44,817 $2.3M
Police & Firemen's Retirement System of New Jersey 0.02% Add +17.5% 44,365 $2.3M
Citadel Advisors 0.00% Reduce -64.3% 44,293 $2.3M
Boothbay Fund Management, LLC 0.06% New 43,358 $2.2M
KBC Group NV 0.01% Add +1349.5% 43,225 $2.2M
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -7.1% 41,119 $2.1M
State of New Jersey Common Pension Fund D 0.01% Add +20.0% 41,071 $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.

Show all 336 holders