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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $68.5M |
| Exits | 69 | $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 |
| Fieldview Capital Management, LLC | 0.32% | New | 40,368 | $1.9M |
| Twinbeech Capital LP | 0.13% | New | 40,054 | $1.9M |
| Robotti Robert | 0.34% | Add +17.6% | 40,000 | $1.9M |
| KBC Group NV | 0.00% | Reduce -8.2% | 39,691 | $1.9M |
| HRT Financial LP | 0.01% | Reduce -38.3% | 39,535 | $1.8M |
| Ethic Inc. | 0.03% | Add +25.2% | 39,307 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Add +5.0% | 38,725 | $1.8M |
| Chemistry Wealth Management LLC | 0.34% | Add +5.0% | 38,441 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | No change | 38,030 | $1.8M |
| Holocene Advisors, LP | 0.00% | Add +14.0% | 37,801 | $1.8M |
| Capital Fund Management S.A. | 0.02% | New | 37,013 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.0% | 36,510 | $1.7M |
| LPL Financial LLC | 0.00% | Add +8.5% | 36,491 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -36.9% | 35,813 | $1.7M |
| Ingalls & Snyder LLC | 0.06% | Reduce -0.9% | 34,273 | $1.6M |
| Squarepoint Ops LLC | 0.00% | Add +110.3% | 33,298 | $1.6M |
| Ashton Thomas Securities, LLC | 0.27% | Reduce -14.6% | 30,364 | $1.4M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.6% | 30,441 | $1.4M |
| AQR Capital Management | 0.00% | Add +14.9% | 30,153 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +3.0% | 29,654 | $1.4M |
| Gem Investment Advisors, LLC | 1.16% | — | 26,070 | $1.2M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -23.1% | 25,746 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,500 | $1.2M |
| Ancora Advisors LLC | 0.02% | Add +21.5% | 25,324 | $1.2M |
| Quantbot Technologies LP | 0.04% | Add +340.4% | 25,304 | $1.2M |
| RBF Capital, LLC | 0.05% | No change | 25,200 | $1.2M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,772 | $1.1M |
| Hyperion Capital Advisors LP | 0.52% | No change | 22,800 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.5% | 22,738 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Reduce -6.6% | 22,600 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.0% | 22,455 | $1.0M |
| Johnson Financial Group, LLC | 0.06% | New | 21,944 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -63.5% | 20,935 | $979K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.3% | 20,585 | $962K |
| Camelot Portfolios, LLC | 0.54% | Add +104.4% | 18,620 | $870K |
| Lodestone Wealth Management LLC | 0.35% | Add +18.3% | 18,435 | $862K |
| Atria Investments, Inc | 0.01% | Add +14.6% | 18,260 | $853K |
| Summit Trail Advisors, LLC | 0.01% | Add +13.2% | 18,224 | $852K |
| Sei Investments Co. | 0.00% | Add +30.8% | 16,838 | $787K |
| Richard Bernstein Advisors LLC | 0.02% | Reduce -10.4% | 16,688 | $780K |
| Magnetar Financial LLC | 0.01% | New | 16,186 | $757K |
| Cerity Partners LLC | 0.00% | Add +21.8% | 16,132 | $754K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -71.0% | 16,107 | $753K |
| Stifel Financial Corp. | 0.00% | Reduce -8.7% | 15,993 | $748K |
| &partners | 0.00% | Reduce -5.8% | 15,878 | $742K |
| Lipe & Dalton | 0.34% | No change | 14,665 | $685K |
| Barclays PLC | 0.00% | Reduce -70.3% | 14,147 | $661K |
| Steadtrust LLC | 0.40% | Reduce -22.8% | 13,820 | $646K |
| Fox Run Management, L.L.C. | 0.09% | New | 13,122 | $613K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -16.6% | 12,873 | $602K |
| Claret Asset Management Corp | 0.07% | Reduce -2.1% | 12,866 | $601K |
| Mariner, LLC | 0.00% | Reduce -25.0% | 12,778 | $598K |
| Victory Capital Management Inc. | 0.00% | Reduce -63.0% | 12,469 | $583K |
| Oxford Asset Management LLP | 0.20% | New | 11,976 | $560K |
| Greenleaf Trust | 0.01% | Reduce -0.3% | 11,921 | $557K |
| EntryPoint Capital, LLC | 0.21% | Reduce -21.9% | 11,594 | $542K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.2% | 11,452 | $535K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -14.9% | 11,434 | $534K |
| Creative Planning | 0.00% | Add +11.5% | 11,320 | $529K |
| Entropy Technologies, LP | 0.03% | New | 11,109 | $519K |
| Brevan Howard Capital Management LP | 0.01% | New | 11,077 | $518K |
| Bristlecone Value Partners, LLC | 0.59% | — | 10,962 | $512K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $498K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -48.4% | 10,623 | $496K |
| Institute for Wealth Management, LLC. | 0.05% | Reduce -30.3% | 10,451 | $488K |
| Voya Investment Management LLC | 0.00% | Reduce -62.5% | 10,159 | $475K |
| Amundi | 0.00% | Reduce -92.7% | 10,069 | $471K |
| Legacy Wealth Asset Management, LLC | 0.11% | Add +2.5% | 9,998 | $467K |
| LMR Partners LLP | 0.01% | New | 9,706 | $454K |
| Norman Fields, Gottscho Capital Management, LLC | 0.14% | Reduce -18.2% | 9,030 | $422K |
| Symmetry Investments LP | 0.08% | Reduce -10.0% | 9,000 | $421K |
| Xponance LLC | 0.00% | Reduce -36.1% | 8,990 | $420K |
| Catalyst Funds Management Pty Ltd | 0.09% | Reduce -61.7% | 8,500 | $397K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.9% | 8,127 | $380K |
| Axq Capital, LP | 0.08% | Add +49.5% | 7,975 | $373K |
| Corient Private Wealth LP | 0.00% | Add +66.4% | 7,881 | $370K |
| Mirabella Financial Services LLP | 0.04% | New | 7,632 | $357K |
| Allworth Financial LP | 0.00% | Add +0.2% | 7,602 | $355K |
| Composition Wealth, LLC | 0.00% | Reduce -52.6% | 7,224 | $338K |
| Lecap Asset Management Ltd. | 0.13% | New | 7,074 | $331K |
| Aquatic Capital Management LLC | 0.01% | Reduce -54.4% | 6,983 | $326K |
| Amalgamated Bank | 0.00% | Add +12.0% | 6,909 | $323K |
| Bank of Montreal | 0.00% | Reduce -11.3% | 6,853 | $320K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +50.3% | 6,660 | $311K |
| Edgestream Partners, L.P. | 0.01% | Reduce -93.4% | 6,635 | $310K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -13.9% | 6,325 | $296K |
| Red Door Wealth Management, LLC | 0.03% | New | 6,200 | $290K |
| HSBC Holdings PLC | 0.00% | Reduce -82.2% | 5,953 | $280K |
| Janney Capital Management LLC | 0.02% | Add +1.7% | 5,854 | $274K |
| Forum Financial Management, LP | 0.00% | Add +6.4% | 5,686 | $266K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.4% | 5,488 | $257K |
| Deutsche Bank AG | 0.00% | Reduce -94.9% | 5,408 | $253K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -18.1% | 5,359 | $250K |
| M&T Bank Corp | 0.00% | New | 5,340 | $250K |
| Utah Retirement Systems | 0.00% | No change | 5,329 | $249K |
| Investment Management Corp of Ontario | 0.00% | Add +14.3% | 5,182 | $242K |
| Voloridge Investment Management, LLC | 0.00% | Reduce -55.6% | 5,102 | $238K |
| Viawealth, LLC | 0.13% | Reduce -12.2% | 5,055 | $236K |
| Fisher Asset Management | 0.00% | New | 4,770 | $223K |
| Marble Wealth, LLC | 0.03% | — | 4,759 | $222K |
| National Bank of Canada | 0.00% | Add +10.5% | 4,758 | $222K |
| Teacher Retirement System of Texas | 0.00% | Reduce -63.0% | 4,705 | $220K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,687 | $219K |
| Baker Ellis Asset Management LLC | 0.03% | Reduce -8.3% | 4,640 | $217K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -72.8% | 4,599 | $215K |
| Independent Financial Group, LLC | 0.00% | No change | 4,500 | $210K |
| Prudential Financial Inc. | 0.00% | Reduce -40.6% | 4,428 | $207K |
| Aaron Wealth Advisors LLC | 0.01% | Add +11.3% | 4,419 | $207K |
| Keybank National Association | 0.00% | Reduce -4.4% | 4,414 | $206K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.7% | 4,382 | $205K |
| Sterling Capital Management LLC | 0.00% | Add +1.3% | 3,980 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.6% | 3,951 | $185K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 3,844 | $180K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 3,512 | $164K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.4% | 3,315 | $155K |
| Royal London Asset Management Ltd. | 0.00% | Reduce -15.4% | 3,197 | $149K |
| US Bancorp \de | 0.00% | Reduce -2.5% | 3,168 | $148K |
| GAMMA Investing LLC | 0.01% | Add +6.4% | 3,055 | $143K |
| AE Wealth Management LLC | 0.00% | Reduce -35.7% | 2,518 | $118K |
| STRS Ohio | 0.00% | Add +0.2% | 2,423 | $113K |
| Rothschild Investment LLC | 0.01% | Add +1.7% | 2,355 | $110K |
| Financial Consulate, Inc. | 0.01% | Add +138.9% | 2,322 | $109K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,100 | $98K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 2,073 | $98K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,809 | $85K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.2% | 1,710 | $80K |
| Rockefeller Capital Management L.P. | 0.00% | Add +90.1% | 1,644 | $77K |
| Comerica Bank | 0.00% | Reduce -24.8% | 1,628 | $76K |
| Blue Trust, Inc. | 0.00% | Reduce -11.2% | 1,624 | $76K |
| Colonial Trust Co / SC | 0.01% | Add +0.1% | 1,600 | $75K |
| Signaturefd, LLC | 0.00% | No change | 1,368 | $64K |
| Simplex Trading, LLC | 0.00% | Reduce -13.0% | 1,222 | $57K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +484.4% | 1,163 | $54K |
| Jones Financial Companies LLLP | 0.00% | Reduce -14.7% | 1,138 | $53K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -96.5% | 1,115 | $52K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -76.4% | 1,023 | $48K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -36.1% | 1,012 | $47K |
| Cwm, LLC | 0.00% | Reduce -21.6% | 980 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.4% | 954 | $45K |
| CVA Family Office, LLC | 0.00% | No change | 900 | $42K |
| Financial Perspectives, Inc | 0.01% | No change | 855 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -31.3% | 802 | $37K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.1% | 720 | $34K |
| Farther Finance Advisors, LLC | 0.00% | Add +12.3% | 621 | $29K |
| CoreCap Advisors, LLC | 0.00% | Add +6.2% | 603 | $28K |
| Miller Capital Partners, Inc. | 0.01% | — | 600 | $28K |
| Versant Capital Management, Inc | 0.00% | Add +686.6% | 527 | $25K |
| Los Angeles Capital Management LLC | 0.00% | New | 478 | $23K |
| Spire Wealth Management | 0.00% | Add +15.4% | 458 | $21K |
| Kennebec Savings Bank | 0.02% | No change | 411 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 387 | $18K |
| Private Trust Co. NA | 0.00% | No change | 363 | $17K |
| Daytona Street Capital LLC | 0.01% | — | 360 | $17K |
| Root Financial Partners, LLC | 0.00% | Add +25.7% | 347 | $16K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 297 | $14K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -25.9% | 255 | $12K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +10.9% | 233 | $11K |
| YANKCOM Partnership | 0.00% | No change | 220 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +508.6% | 213 | $10K |
| Assetmark, Inc. | 0.00% | Add +11.2% | 209 | $10K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -27.9% | 202 | $10K |
| Covestor Ltd | 0.00% | Reduce -0.5% | 192 | $9K |
| Parkside Financial Bank & Trust | 0.00% | Add +47.2% | 159 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 120 | $6K |
| Fideuram Asset Management (Ireland) dac | 0.00% | — | 83 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +49.3% | 106 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -26.7% | 99 | $5K |
| Quent Capital, LLC | 0.00% | Reduce -57.3% | 97 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 86 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +5.5% | 77 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +700.0% | 72 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $3K |
| Arax Advisory Partners | 0.00% | New | 67 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -99.9% | 63 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 63 | $3K |
| North Star Investment Management Corp. | 0.00% | Reduce -12.9% | 61 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | New | 54 | $3K |
| Ares Financial Consulting, LLC | 0.00% | — | 45 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 45 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -50.8% | 33 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | — | 32 | $1K |
| Bruce G. Allen Investments, LLC | 0.00% | Add +19.2% | 31 | $1K |
| Manchester Capital Management LLC | 0.00% | New | 30 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -78.1% | 30 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -27.8% | 26 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 26 | $1K |
| Optima Capital LLC | 0.00% | New | 23 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -63.9% | 22 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -33.3% | 12 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 18 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 21 | $982 |
| MV Capital Management, Inc. | 0.00% | Add +1600.0% | 17 | $795 |
| Huntington National Bank | 0.00% | New | 13 | $608 |
| Cromwell Holdings LLC | 0.00% | No change | 12 | $561 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $561 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +83.3% | 11 | $514 |
| Bogart Wealth, LLC | 0.00% | No change | 10 | $467 |
| SBI Securities Co., Ltd. | 0.00% | New | 9 | $421 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $420 |
| Rialto Wealth Management, LLC | 0.00% | No change | 8 | $374 |
| Clearstead Trust, LLC | 0.00% | New | 7 | $328 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -14.3% | 6 | $312 |
| IFP Advisors, Inc | 0.00% | Reduce -63.6% | 4 | $187 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $99 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -80.0% | 2 | $94 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $94 |
| Principia Wealth Advisory, LLC | 0.00% | No change | 2 | $93 |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.0% | 1 | $47 |
| AlphaQuest LLC | 0.00% | No change | 1 | $47 |
| Avion Wealth | 0.00% | Reduce -38.9% | 11 | $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.