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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $53.0M |
| Exits | 47 | $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 |
| XTX Topco Ltd | 0.03% | Reduce -15.2% | 36,102 | $1.6M |
| Oppenheimer Asset Management Inc. | 0.02% | New | 35,797 | $1.6M |
| Lakewood Asset Management LLC | 1.02% | Reduce -21.8% | 35,612 | $1.6M |
| Ashton Thomas Securities, LLC | 0.19% | Add +11.0% | 33,693 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +33.0% | 33,674 | $1.5M |
| Ingalls & Snyder LLC | 0.05% | Reduce -4.5% | 32,745 | $1.5M |
| Dark Forest Capital Management LP | 0.13% | Reduce -79.3% | 32,341 | $1.4M |
| Occudo Quantitative Strategies LP | 0.08% | Reduce -41.0% | 30,131 | $1.4M |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 29,969 | $1.3M |
| Hyperion Capital Advisors LP | 0.64% | Add +29.7% | 29,573 | $1.3M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -3.3% | 29,437 | $1.3M |
| First Foundation Advisors | 0.05% | New | 29,166 | $1.3M |
| Arizona State Retirement System | 0.01% | Reduce -1.9% | 29,084 | $1.3M |
| Janney Montgomery Scott LLC | 0.00% | Add +38.9% | 28,600 | $1.3M |
| Twinbeech Capital LP | 0.13% | Reduce -29.5% | 28,254 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -22.9% | 28,150 | $1.3M |
| Freestone Grove Partners LP | 0.01% | Reduce -31.6% | 28,133 | $1.3M |
| Allstate Corp. | 0.01% | New | 28,017 | $1.3M |
| Fieldview Capital Management, LLC | 0.36% | Reduce -31.7% | 27,589 | $1.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +20.1% | 26,962 | $1.2M |
| Handelsbanken Fonder AB | 0.00% | No change | 25,500 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.5% | 25,349 | $1.1M |
| RBF Capital, LLC | 0.06% | No change | 25,200 | $1.1M |
| Summit Trail Advisors, LLC | 0.02% | Add +36.6% | 24,888 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +317.8% | 24,874 | $1.1M |
| KLP Kapitalforvaltning As | 0.00% | Add +3.1% | 23,300 | $1.0M |
| Sei Investments Co. | 0.00% | Add +31.4% | 22,124 | $988K |
| Squarepoint Ops LLC | 0.00% | Reduce -36.6% | 21,101 | $943K |
| Gem Investment Advisors, LLC | 0.89% | Reduce -22.0% | 20,335 | $908K |
| Institute for Wealth Management, LLC. | 0.10% | Add +92.3% | 20,102 | $898K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 19,426 | $868K |
| Atria Investments, Inc | 0.01% | Add +3.6% | 18,917 | $845K |
| Lodestone Wealth Management LLC | 0.33% | Add +0.9% | 18,594 | $831K |
| Camelot Portfolios, LLC | 0.61% | Reduce -2.7% | 18,117 | $809K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.4% | 18,020 | $805K |
| Aquatic Capital Management LLC | 0.02% | Add +152.7% | 17,648 | $788K |
| Citigroup Inc. | 0.00% | Reduce -51.4% | 17,405 | $777K |
| Pictet Asset Management Holding SA | 0.00% | Add +6.6% | 17,175 | $767K |
| Edgestream Partners, L.P. | 0.02% | Add +155.9% | 16,976 | $758K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,772 | $752K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -34.9% | 16,755 | $748K |
| Fox Run Management, L.L.C. | 0.13% | Add +27.8% | 16,772 | $726K |
| &partners | 0.00% | Reduce -1.8% | 15,597 | $697K |
| Schonfeld Strategic Advisors LLC | 0.01% | Reduce -78.4% | 14,409 | $644K |
| Stifel Financial Corp. | 0.00% | Reduce -13.1% | 13,895 | $621K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.3% | 13,557 | $606K |
| Cerity Partners LLC | 0.00% | Reduce -17.6% | 13,290 | $594K |
| Claret Asset Management Corp | 0.07% | Reduce -0.1% | 12,859 | $574K |
| Swiss Life Asset Management Ltd | 0.00% | Add +9.9% | 12,564 | $561K |
| Victory Capital Management Inc. | 0.00% | Reduce -0.5% | 12,408 | $554K |
| Lipe & Dalton | 0.29% | Reduce -16.9% | 12,190 | $545K |
| Greenleaf Trust | 0.01% | No change | 11,921 | $533K |
| Mirabella Financial Services LLP | 0.05% | Add +52.7% | 11,652 | $520K |
| Xponance LLC | 0.00% | Add +24.8% | 11,219 | $501K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.1% | 10,866 | $485K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $476K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 10,623 | $476K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -79.5% | 10,637 | $475K |
| Bristlecone Value Partners, LLC | 0.42% | Reduce -3.7% | 10,561 | $472K |
| Legacy Wealth Asset Management, LLC | 0.11% | Add +3.1% | 10,309 | $461K |
| National Bank of Canada | 0.00% | Add +98.6% | 9,450 | $421K |
| Mariner, LLC | 0.00% | Reduce -26.7% | 9,372 | $418K |
| Norman Fields, Gottscho Capital Management, LLC | 0.14% | Add +2.3% | 9,235 | $413K |
| Entropy Technologies, LP | 0.02% | Reduce -17.9% | 9,120 | $407K |
| Shufro Rose & Co. LLC | 0.03% | New | 8,590 | $384K |
| Catalyst Funds Management Pty Ltd | 0.06% | No change | 8,500 | $380K |
| Deutsche Bank AG | 0.00% | Add +56.6% | 8,470 | $378K |
| Voya Investment Management LLC | 0.00% | Reduce -18.0% | 8,330 | $372K |
| Autumn Glory Partners, LLC | 0.14% | New | 8,252 | $369K |
| Creative Planning | 0.00% | Reduce -27.6% | 8,201 | $366K |
| Allworth Financial LP | 0.00% | Add +1.1% | 7,686 | $343K |
| Blair William & Co. | 0.00% | New | 7,391 | $330K |
| Steadtrust LLC | 0.18% | Reduce -48.0% | 7,180 | $321K |
| Bank of Montreal | 0.00% | Add +3.9% | 7,119 | $318K |
| BNP Paribas Financial Markets | 0.00% | Reduce -80.5% | 7,104 | $317K |
| DNB Asset Management AS | 0.00% | New | 6,762 | $302K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -22.0% | 6,340 | $283K |
| Red Door Wealth Management, LLC | 0.03% | No change | 6,200 | $277K |
| Amalgamated Bank | 0.00% | Reduce -12.0% | 6,083 | $272K |
| Composition Wealth, LLC | 0.00% | Reduce -17.9% | 5,932 | $265K |
| Amundi | 0.00% | Reduce -41.3% | 5,915 | $264K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -7.4% | 5,856 | $262K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +7.1% | 5,739 | $256K |
| Axq Capital, LP | 0.03% | Reduce -30.4% | 5,553 | $248K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.4% | 5,409 | $242K |
| Marble Wealth, LLC | 0.04% | Add +13.4% | 5,395 | $241K |
| Teacher Retirement System of Texas | 0.00% | Add +13.8% | 5,355 | $239K |
| Ellevest, Inc. | 0.03% | New | 5,350 | $239K |
| Utah Retirement Systems | 0.00% | No change | 5,329 | $238K |
| Viawealth, LLC | 0.13% | Add +1.5% | 5,131 | $229K |
| Lecap Asset Management Ltd. | 0.08% | Reduce -32.5% | 4,772 | $213K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,687 | $209K |
| Holocene Advisors, LP | 0.00% | Reduce -87.7% | 4,647 | $208K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 4,599 | $205K |
| Baker Ellis Asset Management LLC | 0.02% | Reduce -2.2% | 4,540 | $203K |
| Independent Financial Group, LLC | 0.00% | No change | 4,500 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.9% | 4,067 | $182K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 3,846 | $172K |
| Quantbot Technologies LP | 0.01% | Reduce -86.5% | 3,409 | $152K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.3% | 3,396 | $152K |
| GAMMA Investing LLC | 0.01% | Add +7.9% | 3,296 | $147K |
| US Bancorp \de | 0.00% | Add +1.7% | 3,223 | $144K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.9% | 2,589 | $116K |
| STRS Ohio | 0.00% | Reduce -0.2% | 2,419 | $108K |
| Rothschild Investment LLC | 0.01% | Add +1.2% | 2,384 | $106K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.3% | 2,377 | $106K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 1,784 | $106K |
| Financial Consulate, Inc. | 0.01% | No change | 2,322 | $104K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,073 | $90K |
| Jones Financial Companies LLLP | 0.00% | Add +84.6% | 2,101 | $90K |
| Assetmark, Inc. | 0.00% | Add +786.1% | 1,852 | $83K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,809 | $81K |
| Parallel Advisors, LLC | 0.00% | Add +1.7% | 1,739 | $78K |
| Colonial Trust Co / SC | 0.01% | Add +0.1% | 1,602 | $72K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +34.5% | 1,500 | $67K |
| Fifth Third Bancorp | 0.00% | New | 1,498 | $67K |
| Signaturefd, LLC | 0.00% | No change | 1,368 | $61K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,351 | $60K |
| CVA Family Office, LLC | 0.01% | Add +27.0% | 1,143 | $51K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -32.1% | 1,117 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.6% | 887 | $40K |
| Financial Perspectives, Inc | 0.01% | No change | 855 | $38K |
| Blue Trust, Inc. | 0.00% | Reduce -55.4% | 725 | $32K |
| Versant Capital Management, Inc | 0.00% | Add +19.4% | 629 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +876.2% | 615 | $27K |
| Farther Finance Advisors, LLC | 0.00% | No change | 621 | $27K |
| CoreCap Advisors, LLC | 0.00% | No change | 603 | $27K |
| Cwm, LLC | 0.00% | Reduce -40.7% | 581 | $26K |
| Root Financial Partners, LLC | 0.00% | Add +40.6% | 488 | $22K |
| Kennebec Savings Bank | 0.02% | No change | 411 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 387 | $17K |
| Private Trust Co. NA | 0.00% | No change | 363 | $16K |
| Daytona Street Capital LLC | 0.01% | No change | 360 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.0% | 360 | $16K |
| Destiny Wealth Partners, LLC | 0.00% | New | 345 | $15K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 297 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.0% | 260 | $12K |
| YANKCOM Partnership | 0.00% | No change | 220 | $10K |
| Spire Wealth Management | 0.00% | Reduce -54.8% | 207 | $9K |
| Smartleaf Asset Management LLC | 0.00% | Add +3.5% | 209 | $9K |
| Vanguard National Trust Co | 0.00% | — | 180 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +66.0% | 176 | $8K |
| MAI Capital Management | 0.00% | New | 164 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.2% | 160 | $7K |
| Golden State Wealth Management, LLC | 0.00% | No change | 156 | $7K |
| UMB Bank, n.a. | 0.00% | No change | 120 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -43.7% | 120 | $5K |
| Covestor Ltd | 0.00% | Reduce -45.3% | 105 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -30.2% | 111 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 99 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.3% | 98 | $4K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $4K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +2.3% | 88 | $4K |
| Private Wealth Management Group, LLC | 0.00% | Add +13.9% | 82 | $4K |
| Arax Advisory Partners | 0.00% | Add +16.4% | 78 | $4K |
| Bare Financial Services, Inc | 0.00% | New | 80 | $4K |
| Fortitude Family Office, LLC | 0.00% | Add +263.6% | 80 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $3K |
| Clearstead Trust, LLC | 0.00% | Add +914.3% | 71 | $3K |
| Westfuller Advisors, LLC | 0.00% | No change | 63 | $3K |
| Zions Bancorporation, National Association | 0.00% | Add +24.4% | 56 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 54 | $2K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 48 | $2K |
| Quent Capital, LLC | 0.00% | Reduce -50.5% | 48 | $2K |
| Ares Financial Consulting, LLC | 0.00% | No change | 45 | $2K |
| Simplex Trading, LLC | 0.00% | Reduce -96.9% | 38 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.7% | 28 | $1K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -94.1% | 28 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 26 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +1150.0% | 25 | $1K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +127.3% | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 22 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 18 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -33.3% | 20 | $894 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -14.3% | 18 | $804 |
| Rialto Wealth Management, LLC | 0.00% | Add +112.5% | 17 | $760 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $537 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 12 | $537 |
| Cromwell Holdings LLC | 0.00% | No change | 12 | $536 |
| Basecamp Wealth Advisors LLC | 0.00% | Reduce -62.5% | 12 | $536 |
| Bogart Wealth, LLC | 0.00% | Add +10.0% | 11 | $491 |
| HFM Investment Advisors, LLC | 0.00% | Add +50.0% | 9 | $468 |
| Quaker Wealth Management, LLC | 0.00% | New | 9 | $403 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $402 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $179 |
| Raffa Wealth Management, LLC | 0.00% | New | 4 | $179 |
| Advisory Services Network, LLC | 0.00% | New | 3 | $134 |
| Curio Wealth, LLC | 0.00% | New | 3 | $134 |
| Hughes Financial Services, LLC | 0.00% | New | 3 | $134 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $95 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $90 |
| American Capital Advisory, LLC | 0.00% | New | 2 | $90 |
| Harbour Investments, Inc. | 0.00% | New | 2 | $89 |
| Activest Wealth Management | 0.00% | New | 2 | $89 |
| IFP Advisors, Inc | 0.00% | Reduce -75.0% | 1 | $45 |
| Avion Wealth | 0.00% | Add +9.1% | 12 | $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.