U-Haul Holding Co.-Non VotingUHAL.B

13F holders, Q4 2025 (December 31)
313holders −23
38new positions
69sold out
10famous investors
$46.75avg. 13F price*

At the end of Q4 2025, 313 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, down 23 from Q3 2025. 38 opened new positions and 69 sold out. The largest holders were Vanguard Group Inc. ($413.3M), Yacktman Asset Management ($270.5M) and BlackRock, Inc. ($216.3M). 10 famous investors held it, including Stephen Yacktman (3.8% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions38$68.5M
Exits69$88.3M

All 13F filers, Q3 2025 → Q4 2025: 3,820,834 shares bought and 6,326,052 shares sold, net −2,505,218 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

Vanguard Group Inc. 0.01% Reduce -1.8% 8,843,478 $413.3M
Yacktman Asset Management 3.79% Reduce -0.3% 5,787,394 $270.5M
BlackRock, Inc. 0.00% Reduce -16.4% 4,627,263 $216.3M
FMR LLC 0.01% Reduce -0.8% 4,212,686 $196.9M
Dimensional Fund Advisors LP 0.04% Add +11.2% 4,029,118 $188.3M
Abrams Capital Management 2.68% No change 3,251,469 $152.0M
Hotchkis & Wiley Capital Management LLC 0.45% Add +1.3% 3,226,832 $150.8M
Smead Capital Management, Inc. 2.39% Reduce -6.4% 2,467,011 $115.3M
Southpoint Capital Advisors LP 2.06% No change 1,900,000 $88.8M
Reinhart Partners, Llc. 2.55% Add +4.3% 1,822,577 $85.2M
State Street Corp. 0.00% Reduce -24.3% 1,803,908 $84.3M
Geode Capital Management, LLC 0.01% Reduce -0.2% 1,764,302 $82.5M
Artisan Partners Limited Partnership 0.07% Reduce -15.7% 1,038,013 $48.5M
Norges Bank 0.01% — 1,010,271 $47.2M
Thompson Siegel & Walmsley LLC 0.77% Add +21.3% 972,788 $45.5M
Scharf Investments, LLC 1.03% Reduce -8.9% 821,963 $38.4M
Charles Schwab Investment Management Inc. 0.01% Add +3.0% 784,666 $36.7M
State of Wisconsin Investment Board 0.07% Reduce -20.5% 649,683 $30.4M
D. E. Shaw & Co. 0.02% Add +178.4% 643,795 $30.1M
Northern Trust Corp. 0.00% Reduce -13.7% 529,009 $24.7M
Morgan Stanley 0.00% Reduce -14.4% 494,365 $23.1M
Tweedy, Browne Co LLC 1.76% Add +0.4% 466,217 $21.8M
Bruce & Co., Inc. 6.55% No change 452,000 $21.1M
Bayberry Capital Partners LP 6.23% Reduce -9.4% 414,154 $19.4M
Millennium Management 0.01% Add +84.0% 390,035 $18.2M
Raymond James Financial Inc. 0.01% Add +4.8% 389,811 $18.2M
Estuary Capital Management LP 2.82% New 339,852 $15.9M
Tidal Investments LLC 0.06% Reduce -3.6% 321,812 $15.0M
Ruffer LLP 0.65% Add +109.3% 304,952 $14.3M
Bank of New York Mellon Corp 0.00% Reduce -19.8% 278,419 $13.0M
Systematic Financial Management LP 0.29% Reduce -2.0% 264,683 $12.4M
Wellington Management Group LLP 0.00% Reduce -24.6% 261,350 $12.2M
Third Avenue Management LLC 2.20% Add +0.0% 259,246 $12.1M
Susquehanna International Group, LLP 0.02% Add +4.2% 239,399 $11.2M
Jane Street Group, LLC 0.01% New 233,266 $10.9M
Bank of America Corp. 0.00% Reduce -8.4% 232,444 $10.9M
Arrowstreet Capital, Limited Partnership 0.01% Add +1035.1% 218,283 $10.2M
Royal Bank of Canada 0.00% Add +9.5% 216,283 $10.1M
Applied Fundamental Research, LLC 9.84% Add +8.8% 212,026 $9.9M
Swiss National Bank 0.01% Reduce -22.0% 208,700 $9.8M
Fuller & Thaler Asset Management, Inc. 0.03% Reduce -7.9% 203,471 $9.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -51.8% 197,047 $9.2M
Invesco Ltd. 0.00% Reduce -6.4% 190,709 $8.9M
Harspring Capital Management, LLC 3.21% No change 185,000 $8.6M
Goldman Sachs Group Inc. 0.00% Reduce -33.0% 171,502 $8.0M
Wells Fargo & Company 0.00% Reduce -8.3% 157,908 $7.4M
Vision Capital Management, Inc. 0.88% Reduce -3.4% 156,939 $7.3M
Dark Forest Capital Management LP 0.33% Add +5.9% 156,067 $7.3M
American Century Companies Inc. 0.00% Add +9.9% 153,135 $7.2M
Midwest Trust Co 0.09% Add +0.8% 148,620 $6.9M
First Trust Advisors LP 0.01% Add +30.6% 146,517 $6.8M
NFC Investments, LLC 1.90% New 144,212 $6.7M
Balyasny Asset Management L.P. 0.01% Reduce -41.7% 132,582 $6.2M
Qube Research & Technologies Ltd 0.01% New 118,628 $5.5M
Oppenheimer & Close, LLC 3.72% Add +137.5% 116,768 $5.5M
Mraz, Amerine & Associates, Inc. 0.77% Add +7.8% 111,178 $5.2M
Nuveen, LLC 0.00% Reduce -21.1% 109,691 $5.1M
Legal & General Group Plc 0.00% Reduce -52.9% 102,631 $4.8M
SG Americas Securities, LLC 0.01% Add +582.2% 102,411 $4.8M
Rhumbline Advisers 0.00% Reduce -14.3% 101,041 $4.7M
Harbor Capital Advisors, Inc. 0.36% Add +10.6% 98,139 $4.6M
Storebrand Asset Management As 0.01% Reduce -2.7% 97,862 $4.6M
California State Teachers Retirement System 0.00% Reduce -76.4% 92,083 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -7.7% 86,940 $4.1M
State Board of Administration of Florida Retirement System 0.01% Reduce -12.6% 86,232 $4.0M
Diversified Investment Strategies, LLC 2.55% Reduce -0.2% 83,329 $3.9M
T. Rowe Price Associates Inc. 0.00% Add +4.4% 80,483 $3.8M
Susquehanna Fundamental Investments, LLC 0.12% Add +1007.7% 76,430 $3.6M
New York State Common Retirement Fund 0.00% No change 74,253 $3.5M
UBS Group AG 0.00% Reduce -64.5% 69,972 $3.3M
GAMCO Investors 0.03% Reduce -16.2% 68,358 $3.2M
Schonfeld Strategic Advisors LLC 0.02% New 66,674 $3.1M
Skylands Capital, LLC 0.42% Add +74.5% 66,665 $3.1M
Credit Industriel Et Commercial 0.71% Reduce -19.8% 66,334 $3.1M
Jain Global LLC 0.03% Add +165.1% 64,161 $3.0M
Tensile Capital Management LP 0.38% New 63,395 $3.0M
BCGM Wealth Management, LLC 0.74% Add +32.1% 62,030 $2.9M
Envestnet Asset Management Inc. 0.00% Reduce -40.0% 62,012 $2.9M
Marshall Wace, LLP 0.00% New 59,688 $2.8M
Man Group plc 0.01% Add +83.2% 59,670 $2.8M
Point72 Asset Management 0.00% New 59,047 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -17.2% 56,595 $2.6M
Kerrisdale Advisers, LLC 1.22% No change 55,241 $2.6M
Ameriprise Financial Inc. 0.00% Reduce -1.0% 54,193 $2.5M
Quantinno Capital Management LP 0.01% Add +105.3% 52,979 $2.5M
Capstone Investment Advisors, LLC 0.02% Add +2.9% 51,888 $2.4M
RK Asset Management, LLC 2.28% Reduce -2.0% 51,829 $2.4M
Treasurer of the State of North Carolina 0.01% Add +12.8% 51,273 $2.4M
Occudo Quantitative Strategies LP 0.16% New 51,026 $2.4M
Knightsbridge Asset Management, LLC 0.38% Reduce -1.0% 50,342 $2.4M
Inkwell Capital LLC 2.36% Reduce -0.9% 49,488 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +17.3% 48,166 $2.3M
Janus Henderson Group PLC 0.00% Add +457.8% 47,100 $2.2M
Lakewood Asset Management LLC 1.25% Add +1.3% 45,529 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% Reduce -1.0% 43,919 $2.1M
Renaissance Technologies 0.00% Add +49.1% 43,400 $2.0M
Citadel Advisors 0.00% Reduce -2.4% 43,233 $2.0M
XTX Topco Ltd 0.05% New 42,548 $2.0M
Freestone Grove Partners LP 0.01% Reduce -12.0% 41,122 $1.9M
Y-Intercept (Hong Kong) Ltd 0.04% New 40,888 $1.9M

"% 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 313 holders