U-Haul Holding Co.-Non VotingUHAL.B
13F holders, Q2 2026 (June 30)333holders +36
56new positions
24sold out
7famous investors
$57.69avg. 13F price*
At the end of Q2 2026, 333 institutions reported holding U-Haul Holding Co.-Non Voting (UHAL.B) in their 13F filings, up 36 from Q1 2026. 56 opened new positions and 24 sold out. The largest holders were Yacktman Asset Management ($357.6M), Dimensional Fund Advisors LP ($271.4M) and BlackRock, Inc. ($266.1M). 7 famous investors held it, including Stephen Yacktman (4.4% of Yacktman Asset Management's portfolio), David Abrams (3.4% 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $65.1M |
| Exits | 24 | $81.4M |
All 13F filers, Q1 2026 → Q2 2026: 4,600,807 shares bought and 5,006,912 shares sold, net −406,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 333 holders
| Yacktman Asset Management | 4.42% | Add +2.5% | 6,197,210 | $357.6M |
| Dimensional Fund Advisors LP | 0.05% | Add +9.1% | 4,703,268 | $271.4M |
| BlackRock, Inc. | 0.00% | Add +0.0% | 4,612,533 | $266.1M |
| Vanguard Capital Management LLC | 0.01% | Reduce -0.1% | 4,400,067 | $253.9M |
| FMR LLC | 0.01% | Reduce -6.8% | 4,216,288 | $243.3M |
| Vanguard Portfolio Management LLC | 0.01% | Reduce -2.0% | 3,768,481 | $217.4M |
| Abrams Capital Management | 3.42% | No change | 3,251,469 | $187.6M |
| Hotchkis & Wiley Capital Management LLC | 0.42% | Reduce -22.1% | 2,470,586 | $142.6M |
| Smead Capital Management, Inc. | 2.52% | Reduce -5.4% | 2,031,260 | $117.2M |
| Reinhart Partners, Llc. | 2.57% | Add +6.4% | 1,951,075 | $112.6M |
| State Street Corp. | 0.00% | Add +2.5% | 1,947,020 | $112.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.1% | 1,753,727 | $101.2M |
| D. E. Shaw & Co. | 0.05% | Add +25.9% | 1,272,655 | $73.4M |
| Norges Bank | 0.01% | — | 1,010,271 | $58.3M |
| Thompson Siegel & Walmsley LLC | 0.97% | Reduce -33.7% | 934,250 | $53.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.9% | 856,339 | $49.4M |
| Scharf Investments, LLC | 1.57% | Reduce -7.6% | 821,423 | $47.4M |
| State of Wisconsin Investment Board | 0.09% | Add +144.4% | 755,372 | $43.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +156.6% | 671,246 | $38.7M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +1.4% | 630,447 | $36.4M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -35.9% | 622,578 | $35.9M |
| Wallace Capital Management Inc. | 3.53% | Add +2.9% | 557,360 | $32.2M |
| Northern Trust Corp. | 0.00% | Reduce -1.2% | 536,227 | $30.9M |
| Tweedy, Browne Co LLC | 2.02% | Reduce -0.1% | 462,827 | $26.7M |
| Bruce & Co., Inc. | 6.51% | Reduce -7.7% | 417,000 | $24.1M |
| Millennium Management | 0.02% | Reduce -17.3% | 391,829 | $22.6M |
| Tidal Investments LLC | 0.05% | Reduce -5.6% | 367,854 | $21.2M |
| Morgan Stanley | 0.00% | Add +8.0% | 361,408 | $20.9M |
| Mackenzie Financial Corp. | 0.02% | New | 322,538 | $18.6M |
| Tensile Capital Management LP | 2.52% | Reduce -17.0% | 316,610 | $18.3M |
| HRT Financial LP | 0.03% | Add +119.3% | 297,499 | $17.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 293,393 | $16.9M |
| American Century Companies Inc. | 0.01% | Add +99.8% | 286,681 | $16.5M |
| Third Avenue Management LLC | 2.62% | Reduce -0.2% | 283,872 | $16.4M |
| Invesco Ltd. | 0.00% | Add +36.3% | 276,706 | $16.0M |
| DigitalBridge Group, Inc. | 0.96% | Reduce -20.7% | 275,961 | $15.9M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 257,568 | $14.9M |
| Bank of America Corp. | 0.00% | Add +26.4% | 254,365 | $14.7M |
| Systematic Financial Management LP | 0.27% | Reduce -2.5% | 238,617 | $13.8M |
| Fuller & Thaler Asset Management, Inc. | 0.03% | Add +3.9% | 218,963 | $12.6M |
| Deltroit Asset Management (UK) LLP | 2.00% | New | 212,271 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.0% | 209,012 | $12.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.3% | 207,479 | $12.0M |
| Swiss National Bank | 0.01% | Reduce -2.8% | 203,600 | $11.7M |
| Los Angeles Capital Management LLC | 0.04% | Add +670714.3% | 187,828 | $10.8M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +370.3% | 187,386 | $10.8M |
| Bayberry Capital Partners LP | 3.68% | Reduce -36.2% | 185,000 | $10.7M |
| NFC Investments, LLC | 2.64% | Add +1.0% | 180,087 | $10.4M |
| Edgestream Partners, L.P. | 0.30% | Add +930.2% | 174,884 | $10.1M |
| First Trust Advisors LP | 0.01% | Reduce -1.6% | 169,585 | $9.8M |
| Vision Capital Management, Inc. | 1.02% | Reduce -1.4% | 154,986 | $8.9M |
| Midwest Trust Co | 0.10% | Reduce -1.2% | 151,973 | $8.8M |
| Nuveen, LLC | 0.00% | Reduce -9.2% | 140,181 | $8.1M |
| Wells Fargo & Company | 0.00% | Reduce -12.6% | 139,181 | $8.0M |
| Oppenheimer & Close, LLC | 4.99% | Add +1.7% | 137,032 | $7.9M |
| UBS Group AG | 0.00% | Add +73.2% | 130,984 | $7.6M |
| Kerrisdale Advisers, LLC | 1.84% | No change | 127,232 | $7.3M |
| Citadel Advisors | 0.00% | Add +67.7% | 125,969 | $7.3M |
| Credit Industriel Et Commercial | 1.33% | Add +20.3% | 125,898 | $7.3M |
| Applied Fundamental Research, LLC | 8.13% | No change | 119,045 | $6.9M |
| Susquehanna International Group, LLP | 0.01% | Add +177.8% | 117,470 | $6.8M |
| Mraz, Amerine & Associates, Inc. | 0.96% | Reduce -0.8% | 116,181 | $6.7M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 107,003 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -66.7% | 105,894 | $6.1M |
| Harbor Capital Advisors, Inc. | 0.41% | Reduce -12.9% | 104,646 | $6.0M |
| Man Group plc | 0.01% | Add +66.5% | 102,831 | $5.9M |
| Capula Management Ltd | 0.03% | New | 101,811 | $5.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.6% | 96,801 | $5.6M |
| Franklin Resources Inc. | 0.00% | New | 96,757 | $5.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +359.6% | 89,285 | $5.2M |
| Rhumbline Advisers | 0.00% | Reduce -10.4% | 88,728 | $5.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +2.3% | 87,884 | $5.1M |
| BCGM Wealth Management, LLC | 1.05% | Add +6.3% | 85,754 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 85,328 | $4.9M |
| Orvieto Partners, L.P. | 3.72% | Add +40.2% | 84,944 | $4.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -2.2% | 84,352 | $4.9M |
| Diversified Investment Strategies, LLC | 3.11% | No change | 83,329 | $4.8M |
| Legal & General Group Plc | 0.00% | Add +3.5% | 82,515 | $4.8M |
| Quantinno Capital Management LP | 0.01% | Add +16.9% | 76,517 | $4.4M |
| Jane Street Group, LLC | 0.00% | Add +4.7% | 72,189 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -3.2% | 71,853 | $4.1M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Add +13.4% | 67,538 | $3.9M |
| GAMCO Investors | 0.03% | Reduce -0.1% | 66,663 | $3.8M |
| Trexquant Investment LP | 0.02% | New | 63,000 | $3.6M |
| Storebrand Asset Management As | 0.01% | Reduce -12.8% | 62,250 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +201.3% | 54,287 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.4% | 48,171 | $3.1M |
| Treasurer of the State of North Carolina | 0.01% | Add +1.3% | 53,829 | $3.1M |
| Skylands Capital, LLC | 0.36% | Reduce -40.3% | 50,965 | $2.9M |
| Logan Stone Capital, LLC | 0.61% | New | 50,089 | $2.9M |
| Knightsbridge Asset Management, LLC | 0.38% | Reduce -1.1% | 49,192 | $2.8M |
| Inkwell Capital LLC | 2.94% | Reduce -0.3% | 48,880 | $2.8M |
| Natixis | 0.01% | New | 47,426 | $2.7M |
| Jupiter Topco LLC | 0.00% | — | 47,100 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.3% | 46,552 | $2.7M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | Add +5.6% | 46,373 | $2.7M |
| AQR Capital Management | 0.00% | Add +1.7% | 44,607 | $2.6M |
| Squarepoint Ops LLC | 0.01% | Add +111.2% | 44,574 | $2.6M |
| KBC Group NV | 0.01% | Add +4.6% | 43,880 | $2.5M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -6.5% | 43,555 | $2.5M |
| Prelude Capital Management, LLC | 0.18% | Reduce -21.6% | 43,050 | $2.5M |
| Robotti Robert | 0.40% | Reduce -8.5% | 43,000 | $2.5M |
| Chemistry Wealth Management LLC | 0.40% | Add +3.1% | 42,597 | $2.5M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +190.2% | 41,807 | $2.4M |
| Ancora Advisors LLC | 0.05% | Add +23.1% | 41,450 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -14.2% | 40,347 | $2.3M |
| First Foundation Advisors | 0.08% | Add +26.8% | 36,984 | $2.1M |
| Gratia Capital, LLC | 2.39% | Reduce -22.4% | 36,067 | $2.1M |
| Ethic Inc. | 0.03% | New | 35,949 | $2.1M |
| Lakewood Asset Management LLC | 1.12% | Reduce -0.5% | 35,449 | $2.0M |
| BNP Paribas Financial Markets | 0.00% | Add +391.2% | 34,897 | $2.0M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -10.5% | 34,025 | $2.0M |
| Oppenheimer Asset Management Inc. | 0.02% | Reduce -6.6% | 33,437 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +14.0% | 42,101 | $1.9M |
| XTX Topco Ltd | 0.02% | Reduce -12.1% | 31,737 | $1.8M |
| Handelsbanken Fonder AB | 0.01% | Add +22.8% | 31,300 | $1.8M |
| Ingalls & Snyder LLC | 0.05% | Reduce -7.7% | 30,218 | $1.7M |
| Dark Forest Capital Management LP | 0.11% | Reduce -8.0% | 29,758 | $1.7M |
| LPL Financial LLC | 0.00% | Add +4.5% | 29,413 | $1.7M |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -2.1% | 28,832 | $1.7M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -4.5% | 28,625 | $1.7M |
| Arizona State Retirement System | 0.01% | Reduce -3.7% | 27,999 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.3% | 27,669 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +63.3% | 27,361 | $1.6M |
| Barclays PLC | 0.00% | Reduce -29.9% | 26,287 | $1.5M |
| Gem Investment Advisors, LLC | 0.92% | Add +28.2% | 26,070 | $1.5M |
| Ashton Thomas Securities, LLC | 0.22% | Reduce -23.3% | 25,838 | $1.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.1% | 25,578 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 25,349 | $1.5M |
| Occudo Quantitative Strategies LP | 0.08% | Reduce -16.0% | 25,318 | $1.5M |
| RBF Capital, LLC | 0.06% | No change | 25,200 | $1.5M |
| Hyperion Capital Advisors LP | 0.65% | Reduce -15.6% | 24,973 | $1.4M |
| ExodusPoint Capital Management, LP | 0.01% | New | 24,505 | $1.4M |
| KLP Kapitalforvaltning As | 0.00% | No change | 23,300 | $1.3M |
| Sei Investments Co. | 0.00% | Reduce -5.9% | 20,826 | $1.2M |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -1.4% | 19,824 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -0.3% | 18,867 | $1.1M |
| Citigroup Inc. | 0.00% | Add +7.2% | 18,664 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +193.4% | 18,599 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +442.9% | 18,509 | $1.1M |
| Lodestone Wealth Management LLC | 0.37% | Reduce -2.2% | 18,192 | $1.0M |
| Camelot Portfolios, LLC | 0.70% | Reduce -5.7% | 17,082 | $986K |
| Catalyst Funds Management Pty Ltd | 0.06% | Add +100.8% | 17,070 | $985K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -5.8% | 16,180 | $934K |
| &partners | 0.00% | Add +2.4% | 15,971 | $922K |
| Algert Global LLC | 0.01% | New | 15,300 | $883K |
| Farringdon Capital, Ltd. | 0.42% | New | 14,770 | $852K |
| Neuberger Berman Group LLC | 0.00% | New | 13,402 | $773K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.7% | 13,321 | $769K |
| Osaic Holdings, Inc. | 0.00% | Add +409.4% | 13,188 | $761K |
| Swiss Life Asset Management Ltd | 0.00% | Add +3.3% | 12,977 | $749K |
| Claret Asset Management Corp | 0.08% | Reduce -0.3% | 12,814 | $739K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 16,772 | $737K |
| Victory Capital Management Inc. | 0.00% | Add +1.4% | 12,586 | $726K |
| Stifel Financial Corp. | 0.00% | Reduce -11.7% | 12,265 | $708K |
| Lipe & Dalton | 0.30% | Reduce -8.7% | 11,135 | $642K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 10,686 | $617K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,653 | $615K |
| Legacy Wealth Asset Management, LLC | 0.13% | Add +3.3% | 10,652 | $615K |
| Axq Capital, LP | 0.07% | Add +91.3% | 10,622 | $613K |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 10,623 | $611K |
| Bristlecone Value Partners, LLC | 0.49% | No change | 10,561 | $609K |
| Blair William & Co. | 0.00% | Add +41.4% | 10,452 | $603K |
| Johnson Financial Group, LLC | 0.03% | New | 10,353 | $597K |
| Frec Markets, Inc. | 0.05% | New | 10,251 | $591K |
| Greenleaf Trust | 0.01% | Reduce -16.0% | 10,013 | $578K |
| Norman Fields, Gottscho Capital Management, LLC | 0.16% | No change | 9,235 | $533K |
| Teacher Retirement System of Texas | 0.00% | Add +72.3% | 9,229 | $533K |
| Creative Planning | 0.00% | Add +10.2% | 9,036 | $521K |
| Deutsche Bank AG | 0.00% | Add +3.9% | 8,799 | $508K |
| Capstone Investment Advisors, LLC | 0.00% | Reduce -18.4% | 8,681 | $501K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -65.3% | 8,636 | $498K |
| Shufro Rose & Co. LLC | 0.03% | No change | 8,590 | $496K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,416 | $486K |
| Cerity Partners LLC | 0.00% | Reduce -37.3% | 8,340 | $481K |
| Cascade Financial Partners, LLC | 0.04% | New | 8,287 | $478K |
| Autumn Glory Partners, LLC | 0.13% | No change | 8,252 | $476K |
| Campbell & CO Investment Adviser LLC | 0.02% | New | 7,953 | $459K |
| Voya Investment Management LLC | 0.00% | Reduce -5.8% | 7,850 | $453K |
| Xponance LLC | 0.00% | Reduce -30.5% | 7,800 | $450K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +32.5% | 7,759 | $448K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 7,675 | $443K |
| Corient Private Wealth LP | 0.00% | New | 7,317 | $422K |
| DNB Asset Management AS | 0.00% | No change | 6,762 | $390K |
| Bank of Montreal | 0.00% | Reduce -5.8% | 6,708 | $387K |
| Machina Capital S.A.S. | 0.06% | New | 6,682 | $386K |
| Steadtrust LLC | 0.19% | Reduce -7.0% | 6,680 | $385K |
| Mariner, LLC | 0.00% | Reduce -29.9% | 6,567 | $379K |
| Red Door Wealth Management, LLC | 0.03% | No change | 6,200 | $358K |
| Fieldview Capital Management, LLC | 0.10% | Reduce -77.8% | 6,112 | $353K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | New | 5,967 | $344K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +3.9% | 5,964 | $344K |
| Aquatic Capital Management LLC | 0.01% | Reduce -67.6% | 5,718 | $330K |
| National Bank of Canada | 0.00% | Reduce -39.6% | 5,706 | $329K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.9% | 5,510 | $318K |
| CIBC Asset Management Inc | 0.00% | New | 5,457 | $315K |
| Marble Wealth, LLC | 0.05% | No change | 5,395 | $311K |
| Utah Retirement Systems | 0.00% | No change | 5,329 | $307K |
| Viawealth, LLC | 0.15% | No change | 5,131 | $296K |
| Freestone Grove Partners LP | 0.00% | Reduce -82.2% | 5,015 | $289K |
| Granite Investment Partners, LLC | 0.01% | New | 5,000 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 4,763 | $275K |
| Magnetar Financial LLC | 0.00% | New | 4,751 | $274K |
| Ellevest, Inc. | 0.03% | Reduce -11.3% | 4,744 | $274K |
| Composition Wealth, LLC | 0.00% | Reduce -20.1% | 4,740 | $273K |
| Amalgamated Bank | 0.00% | Reduce -22.6% | 4,710 | $272K |
| Maryland State Retirement & Pension System | 0.00% | No change | 4,687 | $270K |
| Centiva Capital, LP | 0.01% | New | 4,515 | $261K |
| Independent Financial Group, LLC | 0.00% | No change | 4,500 | $260K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,258 | $246K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 4,171 | $241K |
| Lido Advisors, LLC | 0.00% | New | 4,111 | $237K |
| HighTower Advisors, LLC | 0.00% | New | 4,081 | $235K |
| PFG Investments, LLC | 0.01% | New | 4,053 | $234K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -12.0% | 4,049 | $234K |
| Baker Ellis Asset Management LLC | 0.02% | Reduce -11.0% | 4,040 | $233K |
| Proficio Capital Partners LLC | 0.01% | New | 3,878 | $224K |
| Allstate Corp. | 0.00% | Reduce -86.2% | 3,868 | $223K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 3,849 | $222K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,674 | $212K |
| M&T Bank Corp | 0.00% | New | 3,512 | $203K |
| Prudential Financial Inc. | 0.00% | New | 3,513 | $203K |
| Jones Financial Companies LLLP | 0.00% | Add +63.6% | 3,437 | $202K |
| GAMMA Investing LLC | 0.01% | Add +4.4% | 3,441 | $199K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.9% | 3,380 | $195K |
| US Bancorp \de | 0.00% | No change | 3,223 | $186K |
| Sterling Capital Management LLC | 0.00% | Add +22.8% | 2,920 | $168K |
| Rothschild Investment LLC | 0.01% | Add +6.0% | 2,528 | $146K |
| Financial Consulate, Inc. | 0.01% | No change | 2,322 | $134K |
| Acadian Asset Management LLC | 0.00% | New | 2,236 | $129K |
| STRS Ohio | 0.00% | Reduce -11.9% | 2,132 | $123K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,073 | $123K |
| Fifth Third Bancorp | 0.00% | Add +25.3% | 1,877 | $108K |
| MetLife Investment Management, LLC | 0.00% | Reduce -45.4% | 1,856 | $107K |
| Parallel Advisors, LLC | 0.00% | Add +4.7% | 1,821 | $105K |
| Colonial Trust Co / SC | 0.01% | Add +0.1% | 1,603 | $93K |
| Assetmark, Inc. | 0.00% | Reduce -24.5% | 1,398 | $81K |
| Signaturefd, LLC | 0.00% | Reduce -2.6% | 1,332 | $77K |
| CVA Family Office, LLC | 0.01% | Add +6.1% | 1,213 | $70K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -15.1% | 1,147 | $66K |
| IFG Advisory, LLC | 0.00% | New | 1,086 | $63K |
| Financial Perspectives, Inc | 0.01% | No change | 855 | $49K |
| Versant Capital Management, Inc | 0.00% | Add +31.5% | 827 | $48K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 806 | $47K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.9% | 772 | $45K |
| Farther Finance Advisors, LLC | 0.00% | Add +3.7% | 644 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +301.9% | 643 | $37K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -58.0% | 630 | $36K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 615 | $35K |
| CoreCap Advisors, LLC | 0.00% | No change | 603 | $35K |
| Nykredit A/S | 0.00% | — | 538 | $31K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -39.7% | 535 | $31K |
| Arax Advisory Partners | 0.00% | Add +447.4% | 427 | $25K |
| Kennebec Savings Bank | 0.02% | No change | 411 | $24K |
| Daytona Street Capital LLC | 0.02% | No change | 360 | $21K |
| Private Trust Co. NA | 0.00% | No change | 363 | $21K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.4% | 352 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -16.3% | 324 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 297 | $17K |
| NewEdge Advisors, LLC | 0.00% | No change | 288 | $17K |
| Quent Capital, LLC | 0.00% | Add +435.4% | 257 | $15K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 228 | $13K |
| YANKCOM Partnership | 0.00% | No change | 220 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 209 | $12K |
| Spire Wealth Management | 0.00% | No change | 207 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +65.0% | 198 | $11K |
| Vanguard National Trust Co | 0.00% | No change | 180 | $10K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.6% | 157 | $9K |
| Fortitude Family Office, LLC | 0.00% | Add +85.0% | 148 | $9K |
| SJS Investment Consulting Inc. | 0.00% | Add +480.0% | 145 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Add +34.7% | 132 | $8K |
| Bokf, NA | 0.00% | New | 130 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Add +45.1% | 119 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -34.1% | 116 | $7K |
| Blue Trust, Inc. | 0.00% | Reduce -84.4% | 113 | $7K |
| Sachetta, LLC | 0.00% | New | 108 | $6K |
| Covestor Ltd | 0.00% | No change | 105 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 99 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 94 | $5K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 90 | $5K |
| Clearstead Trust, LLC | 0.00% | Add +12.7% | 80 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | New | 75 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 71 | $4K |
| Bogart Wealth, LLC | 0.00% | Add +545.5% | 71 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -39.6% | 67 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +266.7% | 66 | $4K |
| Rialto Wealth Management, LLC | 0.00% | Add +282.4% | 65 | $4K |
| LifeSteps Financial, Inc. | 0.00% | New | 63 | $4K |
| Westfuller Advisors, LLC | 0.00% | No change | 63 | $4K |
| Global Retirement Partners, LLC | 0.00% | — | 60 | $3K |
| Zions Bancorporation, National Association | 0.00% | No change | 56 | $3K |
| Strengthening Families & Communities, LLC | 0.00% | No change | 54 | $3K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 48 | $3K |
| Creative Capital Management Investments LLC | 0.00% | New | 47 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 45 | $3K |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +40.0% | 35 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +17.9% | 33 | $2K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -64.8% | 31 | $2K |
| Activest Wealth Management | 0.00% | Add +1350.0% | 29 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -65.0% | 28 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 26 | $2K |
| Planning Strategies Inc. | 0.00% | — | 25 | $1K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 25 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 22 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Add +10.0% | 22 | $1K |
| Cromwell Holdings LLC | 0.00% | Add +83.3% | 22 | $1K |
| HFM Investment Advisors, LLC | 0.00% | Add +155.6% | 23 | $1K |
| Avion Wealth | 0.00% | Add +91.7% | 23 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 18 | $1K |
| Quaker Wealth Management, LLC | 0.00% | Add +55.6% | 14 | $808 |
| LRI Investments, LLC | 0.00% | New | 14 | $808 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 12 | $693 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 12 | $693 |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 12 | $692 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 11 | $634 |
| Marquette Asset Management, LLC | 0.00% | New | 9 | $520 |
| Clearstead Advisors, LLC | 0.00% | New | 9 | $520 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 9 | $519 |
| SBI Securities Co., Ltd. | 0.00% | New | 9 | $519 |
| DecisionPoint Financial, LLC | 0.00% | New | 5 | $292 |
| American Capital Advisory, LLC | 0.00% | Add +150.0% | 5 | $289 |
| True Wealth Design, LLC | 0.00% | New | 4 | $231 |
| Bruce G. Allen Investments, LLC | 0.00% | New | 4 | $231 |
| Harbour Investments, Inc. | 0.00% | Add +100.0% | 4 | $231 |
| MV Capital Management, Inc. | 0.00% | New | 4 | $231 |
| IFP Advisors, Inc | 0.00% | Add +300.0% | 4 | $231 |
| Raffa Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $173 |
| Hughes Financial Services, LLC | 0.00% | No change | 3 | $173 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $122 |
| Valued Wealth Advisors LLC | 0.00% | No change | 2 | $117 |
| Maryland Capital Advisors Inc. | 0.00% | — | 2 | $116 |
| Principia Wealth Advisory, LLC | 0.00% | New | 1 | $58 |
| Navigoe, LLC | 0.00% | New | 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.