U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q3 2025 (September 30)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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $59.4M |
| Exits | 33 | $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.