U-Haul Holding Co.-Non VotingUHAL.B

13F holders, Q1 2026 (March 31)
297holders −16
31new positions
47sold out
8famous investors
$44.67avg. 13F price*

At the end of Q1 2026, 297 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, down 16 from Q4 2025. 31 opened new positions and 47 sold out. The largest holders were Yacktman Asset Management ($270.2M), BlackRock, Inc. ($206.0M) and FMR LLC ($202.0M). 8 famous investors held it, including Stephen Yacktman (3.6% of Yacktman Asset Management's portfolio), David Abrams (3.1% of Abrams Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions31$53.0M
Exits47$41.0M

All 13F filers, Q4 2025 → Q1 2026: 4,614,656 shares bought and 4,453,491 shares sold, net +161,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 297 holders

Yacktman Asset Management 3.60% Add +4.5% 6,048,331 $270.2M
BlackRock, Inc. 0.00% Reduce -0.3% 4,610,849 $206.0M
FMR LLC 0.01% Add +7.4% 4,522,899 $202.0M
Vanguard Capital Management LLC 0.00% — 4,406,054 $196.8M
Dimensional Fund Advisors LP 0.04% Add +7.0% 4,309,918 $192.5M
Vanguard Portfolio Management LLC 0.01% — 3,844,161 $171.7M
Abrams Capital Management 3.13% No change 3,251,469 $145.2M
Hotchkis & Wiley Capital Management LLC 0.44% Reduce -1.7% 3,171,129 $141.7M
Smead Capital Management, Inc. 2.09% Reduce -13.0% 2,146,425 $95.9M
State Street Corp. 0.00% Add +5.3% 1,899,133 $84.8M
Reinhart Partners, Llc. 2.35% Add +0.6% 1,833,018 $81.9M
Geode Capital Management, LLC 0.01% Add +1.6% 1,792,009 $80.1M
Thompson Siegel & Walmsley LLC 1.11% Add +44.8% 1,408,247 $62.9M
Southpoint Capital Advisors LP 1.05% Reduce -40.1% 1,138,000 $50.8M
D. E. Shaw & Co. 0.04% Add +57.0% 1,010,489 $45.1M
Artisan Partners Limited Partnership 0.07% Reduce -6.5% 970,663 $43.4M
Scharf Investments, LLC 1.22% Add +8.2% 888,941 $39.7M
Charles Schwab Investment Management Inc. 0.01% Add +7.1% 840,194 $37.5M
Vanguard Fiduciary Trust Co. 0.01% — 622,028 $27.8M
Northern Trust Corp. 0.00% Add +2.6% 542,888 $24.3M
Wallace Capital Management Inc. 2.78% New 541,890 $24.2M
Millennium Management 0.02% Add +21.5% 473,995 $21.2M
Tweedy, Browne Co LLC 1.64% Reduce -0.6% 463,332 $20.7M
Bruce & Co., Inc. 5.77% No change 452,000 $20.2M
Tidal Investments LLC 0.05% Add +21.1% 389,700 $17.4M
Tensile Capital Management LP 2.44% Add +501.6% 381,395 $17.0M
DigitalBridge Group, Inc. 0.99% New 347,900 $15.5M
Morgan Stanley 0.00% Reduce -32.3% 334,593 $14.9M
Raymond James Financial Inc. 0.00% Reduce -18.4% 317,927 $14.2M
State of Wisconsin Investment Board 0.03% Reduce -52.4% 309,068 $13.8M
Ruffer LLP 0.55% Reduce -1.9% 299,133 $13.4M
Bayberry Capital Partners LP 4.28% Reduce -30.0% 290,000 $13.0M
Third Avenue Management LLC 2.06% Add +9.7% 284,375 $12.7M
Bank of New York Mellon Corp 0.00% Add +1.5% 282,714 $12.6M
Goldman Sachs Group Inc. 0.00% Add +62.6% 278,802 $12.5M
Qube Research & Technologies Ltd 0.02% Add +120.5% 261,571 $11.7M
Royal Bank of Canada 0.00% Add +14.2% 246,888 $11.0M
Systematic Financial Management LP 0.25% Reduce -7.5% 244,849 $10.9M
Fuller & Thaler Asset Management, Inc. 0.03% Add +3.5% 210,702 $9.4M
Swiss National Bank 0.01% Add +0.4% 209,500 $9.4M
Invesco Ltd. 0.00% Add +6.5% 203,092 $9.1M
Bank of America Corp. 0.00% Reduce -13.4% 201,291 $9.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.9% 200,791 $9.0M
NFC Investments, LLC 2.22% Add +23.7% 178,373 $8.0M
First Trust Advisors LP 0.01% Add +17.7% 172,395 $7.7M
Wells Fargo & Company 0.00% Add +0.8% 159,214 $7.1M
Vision Capital Management, Inc. 0.89% Add +0.1% 157,141 $7.0M
Nuveen, LLC 0.00% Add +40.7% 154,380 $6.9M
Midwest Trust Co 0.09% Add +3.5% 153,852 $6.9M
Harspring Capital Management, LLC 3.41% Reduce -21.6% 145,000 $6.5M
American Century Companies Inc. 0.00% Reduce -6.3% 143,520 $6.4M
HRT Financial LP 0.02% Add +243.1% 135,626 $6.1M
Oppenheimer & Close, LLC 3.79% Add +15.3% 134,687 $6.0M
Kerrisdale Advisers, LLC 2.16% Add +130.3% 127,232 $5.7M
Harbor Capital Advisors, Inc. 0.43% Add +22.4% 120,117 $5.4M
Applied Fundamental Research, LLC 7.02% Reduce -43.9% 119,045 $5.3M
Mraz, Amerine & Associates, Inc. 0.77% Add +5.4% 117,166 $5.2M
California State Teachers Retirement System 0.01% Add +18.1% 108,713 $4.9M
Credit Industriel Et Commercial 0.82% Add +57.8% 104,698 $4.7M
Rhumbline Advisers 0.00% Reduce -2.0% 99,040 $4.4M
Envestnet Asset Management Inc. 0.00% Add +50.8% 93,505 $4.2M
T. Rowe Price Associates Inc. 0.00% Add +10.8% 89,168 $4.0M
State Board of Administration of Florida Retirement System 0.01% No change 86,232 $3.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Reduce -1.1% 85,940 $3.8M
Skylands Capital, LLC 0.50% Add +28.1% 85,365 $3.8M
Diversified Investment Strategies, LLC 2.38% No change 83,329 $3.7M
BCGM Wealth Management, LLC 0.91% Add +30.0% 80,661 $3.6M
Legal & General Group Plc 0.00% Reduce -22.3% 79,741 $3.6M
UBS Group AG 0.00% Add +8.1% 75,631 $3.4M
Citadel Advisors 0.00% Add +73.8% 75,123 $3.4M
New York State Common Retirement Fund 0.00% No change 74,253 $3.3M
Storebrand Asset Management As 0.01% Reduce -27.0% 71,421 $3.2M
Jane Street Group, LLC 0.00% Reduce -70.4% 68,974 $3.1M
GAMCO Investors 0.03% Reduce -2.4% 66,703 $3.0M
Quantinno Capital Management LP 0.00% Add +23.5% 65,436 $2.9M
JPMorgan Chase & Co. 0.00% Add +18.9% 67,281 $2.9M
Estuary Capital Management LP 0.48% Reduce -80.9% 64,800 $2.9M
Point72 Asset Management 0.01% Add +6.1% 62,630 $2.8M
Man Group plc 0.01% Add +3.5% 61,773 $2.8M
Orvieto Partners, L.P. 2.33% New 60,599 $2.7M
Susquehanna Fundamental Investments, LLC 0.10% Reduce -22.1% 59,574 $2.7M
Prelude Capital Management, LLC 0.19% New 54,900 $2.5M
Treasurer of the State of North Carolina 0.01% Add +3.7% 53,159 $2.4M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 53,110 $2.4M
Knightsbridge Asset Management, LLC 0.30% Reduce -1.2% 49,758 $2.2M
Inkwell Capital LLC 2.23% Reduce -1.0% 49,012 $2.2M
Janus Henderson Group PLC 0.00% No change 47,100 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.4% 47,029 $2.1M
Robotti Robert 0.33% Add +17.5% 47,000 $2.1M
Vanguard Global Advisers, LLC 0.00% — 46,584 $2.1M
Gratia Capital, LLC 1.97% New 46,500 $2.1M
Police & Firemen's Retirement System of New Jersey 0.02% No change 43,919 $2.0M
AQR Capital Management 0.00% Add +45.4% 43,854 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -82.3% 42,287 $1.9M
KBC Group NV 0.00% Add +5.7% 41,968 $1.9M
Chemistry Wealth Management LLC 0.32% Add +7.5% 41,320 $1.8M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -81.8% 39,845 $1.8M
Alliancebernstein L.P. 0.00% Reduce -4.6% 36,931 $1.7M
State of Alaska, Department of Revenue 0.02% No change 38,030 $1.7M
Barclays PLC 0.00% Add +164.9% 37,483 $1.7M

"% 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 297 holders