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
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 |
| Oppenheimer Asset Management Inc. | 0.02% | Add +17.3% | 38,634 | $2.0M |
| Skylands Capital, LLC | 0.27% | Add +28.7% | 38,215 | $1.9M |
| State of Alaska, Department of Revenue | 0.02% | No change | 38,030 | $1.9M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +26.3% | 37,411 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -8.0% | 36,945 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +4.9% | 36,874 | $1.9M |
| Chemistry Wealth Management LLC | 0.36% | Reduce -5.8% | 36,599 | $1.9M |
| Mn Services Vermogensbeheer B.V. | 0.01% | No change | 35,900 | $1.8M |
| Ashton Thomas Securities, LLC | 0.25% | Reduce -3.5% | 35,565 | $1.8M |
| Ingalls & Snyder LLC | 0.06% | Reduce -1.0% | 34,586 | $1.8M |
| Robotti Robert | 0.30% | Add +78.0% | 34,000 | $1.7M |
| Victory Capital Management Inc. | 0.00% | Reduce -48.6% | 33,686 | $1.7M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 33,620 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +47.3% | 33,473 | $1.7M |
| HSBC Holdings PLC | 0.00% | Reduce -1.9% | 33,420 | $1.7M |
| Capula Management Ltd | 0.01% | Reduce -59.0% | 33,201 | $1.7M |
| Holocene Advisors, LP | 0.00% | Add +149.1% | 33,164 | $1.7M |
| Man Group plc | 0.00% | New | 32,569 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 31,905 | $1.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +49.8% | 31,786 | $1.6M |
| Public Employees Retirement System of Ohio | 0.01% | Add +0.6% | 31,595 | $1.6M |
| Ethic Inc. | 0.03% | Reduce -7.5% | 31,395 | $1.6M |
| Danske Bank A/S | 0.00% | Reduce -26.0% | 30,851 | $1.6M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | No change | 30,761 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -69.4% | 29,100 | $1.5M |
| Carnegie Lake Advisors LLC | 0.57% | Reduce -7.2% | 28,880 | $1.5M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 28,799 | $1.5M |
| Voya Investment Management LLC | 0.00% | Reduce -29.9% | 27,108 | $1.4M |
| AQR Capital Management | 0.00% | Add +27.0% | 26,231 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Reduce -11.0% | 25,799 | $1.3M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,500 | $1.3M |
| RBF Capital, LLC | 0.06% | No change | 25,200 | $1.3M |
| Jain Global LLC | 0.02% | New | 24,204 | $1.2M |
| KLP Kapitalforvaltning As | 0.00% | No change | 24,200 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.0% | 22,948 | $1.2M |
| Hyperion Capital Advisors LP | 0.62% | Add +52.0% | 22,800 | $1.2M |
| Catalyst Funds Management Pty Ltd | 0.17% | New | 22,200 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 21,791 | $1.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +2.4% | 21,537 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 20,568 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +45.9% | 20,839 | $1.1M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +144.9% | 19,230 | $979K |
| Franklin Resources Inc. | 0.00% | Reduce -20.3% | 18,206 | $964K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.1% | 18,721 | $953K |
| Richard Bernstein Advisors LLC | 0.03% | Reduce -62.7% | 18,619 | $948K |
| Oddo BHF Asset Management Sas | 0.04% | Reduce -3.5% | 18,367 | $935K |
| Steadtrust LLC | 0.62% | No change | 17,900 | $911K |
| Stifel Financial Corp. | 0.00% | Reduce -3.5% | 17,508 | $891K |
| Mariner, LLC | 0.00% | Reduce -37.5% | 17,033 | $867K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -44.7% | 16,899 | $860K |
| &partners | 0.01% | Reduce -0.5% | 16,851 | $858K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,772 | $855K |
| Neuberger Berman Group LLC | 0.00% | Add +2.1% | 16,535 | $842K |
| IFM Investors Pty Ltd | 0.01% | No change | 16,102 | $829K |
| Summit Trail Advisors, LLC | 0.01% | Add +74.4% | 16,094 | $819K |
| Toronto Dominion Bank | 0.00% | Reduce -9.2% | 16,060 | $817K |
| Atria Investments, Inc | 0.01% | Reduce -12.0% | 15,941 | $811K |
| Squarepoint Ops LLC | 0.00% | New | 15,837 | $806K |
| Lodestone Wealth Management LLC | 0.36% | Reduce -11.7% | 15,579 | $793K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -5.5% | 15,443 | $786K |
| Aquatic Capital Management LLC | 0.01% | New | 15,320 | $780K |
| Composition Wealth, LLC | 0.01% | Reduce -21.5% | 15,228 | $775K |
| SG Americas Securities, LLC | 0.00% | Add +134.0% | 15,012 | $764K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -0.5% | 14,996 | $763K |
| EntryPoint Capital, LLC | 0.29% | Add +153.4% | 14,848 | $756K |
| Lipe & Dalton | 0.37% | New | 14,665 | $746K |
| Xponance LLC | 0.01% | Add +1.5% | 14,060 | $716K |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.00% | Reduce -8.6% | 13,950 | $710K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -31.3% | 13,430 | $684K |
| Cerity Partners LLC | 0.00% | Add +1.4% | 13,240 | $674K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 13,200 | $672K |
| Claret Asset Management Corp | 0.08% | No change | 13,145 | $669K |
| Sei Investments Co. | 0.00% | Add +30.6% | 12,877 | $655K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.7% | 12,718 | $647K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +0.2% | 12,667 | $645K |
| Maven Securities LTD | 0.12% | No change | 12,542 | $638K |
| OP Asset Management Ltd | 0.01% | No change | 12,327 | $627K |
| Macquarie Group Ltd. | 0.00% | No change | 12,176 | $620K |
| Greenleaf Trust | 0.01% | Reduce -5.8% | 11,957 | $609K |
| Voloridge Investment Management, LLC | 0.00% | New | 11,485 | $585K |
| Norman Fields, Gottscho Capital Management, LLC | 0.18% | Reduce -9.3% | 11,039 | $562K |
| Korea Investment CORP | 0.00% | No change | 10,694 | $544K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $542K |
| Creative Planning | 0.00% | Add +4.1% | 10,155 | $517K |
| Shufro Rose & Co. LLC | 0.04% | New | 10,000 | $509K |
| Symmetry Investments LP | 0.04% | New | 10,000 | $509K |
| Legacy Wealth Asset Management, LLC | 0.12% | Add +4.6% | 9,753 | $496K |
| Camelot Portfolios, LLC | 0.28% | Reduce -4.2% | 9,109 | $464K |
| Centiva Capital, LP | 0.04% | New | 9,104 | $463K |
| TD Asset Management Inc | 0.00% | Add +0.8% | 8,584 | $437K |
| Janus Henderson Group PLC | 0.00% | No change | 8,444 | $430K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.7% | 8,337 | $424K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +701.5% | 8,280 | $421K |
| Nordea Investment Management AB | 0.00% | Add +7.4% | 7,857 | $399K |
| Bank of Montreal | 0.00% | Add +5.6% | 7,727 | $393K |
| Allworth Financial LP | 0.00% | Add +0.2% | 7,588 | $386K |
| Intech Investment Management LLC | 0.00% | Reduce -4.8% | 7,588 | $386K |
| Prudential Financial Inc. | 0.00% | Add +0.9% | 7,456 | $380K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -36.6% | 7,346 | $374K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 6,900 | $351K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.9% | 6,547 | $333K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +1.1% | 6,517 | $332K |
| Prudential PLC | 0.00% | No change | 6,238 | $318K |
| Amalgamated Bank | 0.00% | Add +1.1% | 6,171 | $314K |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.3% | 5,858 | $305K |
| Verition Fund Management LLC | 0.00% | Add +0.7% | 5,958 | $303K |
| Farringdon Capital, Ltd. | 0.08% | New | 5,867 | $299K |
| Viawealth, LLC | 0.16% | Reduce -5.0% | 5,760 | $293K |
| Janney Capital Management LLC | 0.02% | Reduce -2.5% | 5,756 | $293K |
| Quantbot Technologies LP | 0.01% | Reduce -43.4% | 5,746 | $292K |
| Dana Investment Advisors, Inc. | 0.01% | New | 5,590 | $285K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.6% | 5,568 | $283K |
| Forum Financial Management, LP | 0.00% | Reduce -2.2% | 5,344 | $272K |
| Axq Capital, LP | 0.10% | Reduce -21.3% | 5,334 | $272K |
| Utah Retirement Systems | 0.00% | No change | 5,329 | $271K |
| Capital Analysts, LLC | 0.01% | New | 5,208 | $265K |
| Bank of Nova Scotia | 0.00% | New | 5,200 | $265K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -14.4% | 5,060 | $258K |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.6% | 4,941 | $251K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 4,850 | $247K |
| Corient Private Wealth LP | 0.00% | Reduce -61.9% | 4,735 | $241K |
| Maryland State Retirement & Pension System | 0.01% | No change | 4,687 | $239K |
| Keybank National Association | 0.00% | Add +0.2% | 4,618 | $235K |
| Investment Management Corp of Ontario | 0.00% | New | 4,533 | $231K |
| Independent Financial Group, LLC | 0.01% | No change | 4,500 | $229K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.2% | 4,430 | $225K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -2.6% | 4,337 | $221K |
| National Bank of Canada | 0.00% | Reduce -77.5% | 4,307 | $219K |
| Baird Financial Group, Inc. | 0.00% | New | 4,175 | $213K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +4.5% | 4,036 | $205K |
| Aaron Wealth Advisors LLC | 0.01% | New | 3,969 | $202K |
| BSW Wealth Partners | 0.03% | New | 3,957 | $201K |
| Sterling Capital Management LLC | 0.00% | Reduce -12.0% | 3,929 | $200K |
| AE Wealth Management LLC | 0.00% | New | 3,916 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 3,841 | $196K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -20.9% | 3,778 | $192K |
| MetLife Investment Management, LLC | 0.00% | New | 3,510 | $179K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 3,249 | $165K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.3% | 3,003 | $153K |
| GAMMA Investing LLC | 0.01% | Reduce -31.7% | 2,872 | $146K |
| LRI Investments, LLC | 0.01% | Reduce -10.1% | 2,578 | $131K |
| STRS Ohio | 0.00% | Reduce -93.1% | 2,418 | $123K |
| Rothschild Investment LLC | 0.01% | Add +0.4% | 2,315 | $118K |
| Comerica Bank | 0.00% | Reduce -3.4% | 2,164 | $110K |
| Vestcor Inc | 0.00% | No change | 2,016 | $103K |
| Blue Trust, Inc. | 0.00% | Add +11.7% | 1,829 | $93K |
| Quadrant Capital Group LLC | 0.00% | New | 1,809 | $92K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.6% | 1,714 | $87K |
| Colonial Trust Co / SC | 0.01% | Add +0.1% | 1,598 | $81K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +380.3% | 1,585 | $81K |
| Simplex Trading, LLC | 0.00% | Add +231.9% | 1,404 | $71K |
| Signaturefd, LLC | 0.00% | No change | 1,368 | $70K |
| Siemens Fonds Invest GmbH | 0.00% | Add +22.1% | 1,359 | $69K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,334 | $69K |
| Cwm, LLC | 0.00% | Add +20.8% | 1,250 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -22.5% | 1,167 | $59K |
| Financial Consulate, Inc. | 0.01% | New | 972 | $49K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 941 | $48K |
| Natixis | 0.00% | Add +20.6% | 906 | $46K |
| CVA Family Office, LLC | 0.01% | No change | 900 | $46K |
| Rockefeller Capital Management L.P. | 0.00% | New | 865 | $44K |
| Financial Perspectives, Inc | 0.01% | No change | 855 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -1.2% | 721 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 568 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +205.5% | 553 | $28K |
| CI Investments Inc. | 0.00% | Add +15.9% | 503 | $26K |
| Wealthspire Advisors, LLC | 0.00% | New | 464 | $24K |
| Kennebec Savings Bank | 0.02% | No change | 411 | $21K |
| Ostrum Asset Management | 0.00% | Reduce -3.1% | 404 | $21K |
| Spire Wealth Management | 0.00% | Add +63.4% | 397 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -85.8% | 387 | $20K |
| Private Trust Co. NA | 0.00% | No change | 363 | $18K |
| Lanark Financial, Inc. | 0.00% | No change | 350 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 344 | $18K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 297 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Add +21.2% | 280 | $14K |
| Raiffeisen Bank International AG | 0.00% | New | 277 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 276 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -24.6% | 248 | $13K |
| Quent Capital, LLC | 0.00% | New | 227 | $12K |
| YANKCOM Partnership | 0.01% | No change | 220 | $11K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -56.7% | 210 | $11K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -53.6% | 199 | $10K |
| Covestor Ltd | 0.01% | No change | 193 | $10K |
| Assetmark, Inc. | 0.00% | Add +172.5% | 188 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 156 | $8K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -22.2% | 137 | $7K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 135 | $7K |
| UMB Bank, n.a. | 0.00% | Reduce -51.6% | 120 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -13.6% | 108 | $5K |
| MAI Capital Management | 0.00% | Add +122.2% | 100 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -42.1% | 106 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -21.5% | 73 | $4K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +69.0% | 71 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 71 | $4K |
| North Star Investment Management Corp. | 0.00% | Reduce -66.3% | 70 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -30.2% | 67 | $3K |
| Global Retirement Partners, LLC | 0.00% | New | 67 | $3K |
| Westfuller Advisors, LLC | 0.00% | New | 63 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +7.0% | 61 | $3K |
| Bessemer Group Inc. | 0.00% | New | 67 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 45 | $2K |
| Red Tortoise LLC | 0.00% | No change | 44 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.7% | 36 | $2K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 36 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -58.3% | 35 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 33 | $2K |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 26 | $1K |
| Clearstead Advisors, LLC | 0.00% | New | 25 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 29 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 18 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 18 | $1K |
| Guerra Advisors Inc | 0.00% | New | 15 | $764 |
| Cromwell Holdings LLC | 0.00% | No change | 12 | $611 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $611 |
| IFP Advisors, Inc | 0.00% | No change | 11 | $560 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -47.4% | 10 | $509 |
| Bogart Wealth, LLC | 0.00% | New | 10 | $509 |
| Hughes Financial Services, LLC | 0.00% | Add +42.9% | 10 | $479 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -77.5% | 9 | $459 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -83.9% | 9 | $458 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -55.6% | 8 | $408 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -36.4% | 7 | $364 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 6 | $305 |
| Essential Partners LLC | 0.00% | Add +100.0% | 6 | $305 |
| Seneschal Advisors, LLC | 0.00% | New | 3 | $153 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $103 |
| Principia Wealth Advisory, LLC | 0.00% | New | 2 | $102 |
| True Wealth Design, LLC | 0.00% | Reduce -92.0% | 2 | $102 |
| American Capital Advisory, LLC | 0.00% | Reduce -60.0% | 2 | $102 |
| MV Capital Management, Inc. | 0.00% | New | 1 | $51 |
| AlphaQuest LLC | 0.00% | New | 1 | $51 |
| Avion Wealth | 0.00% | Add +100.0% | 18 | $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.