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U-Haul Holding Co-Non Voting (UHAL/B)

CUSIP: 023586506 | NYSE | Industrials · Rental & Leasing Services | Mid Cap | 654 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Yacktman Asset Management LP6,201,227
3.9% of portfolio›$327.7M
Dimensional Fund Advisors LP5,140,645
0.0% of portfolio›$271.7M
Smead Capital Management, Inc.2,005,288
2.3% of portfolio›$106.0M
Reinhart Partners, Llc.1,931,052
2.5% of portfolio›$102.1M
Tweedy, Browne Co LLC456,814
2.0% of portfolio›$24.1M
MacKenzie Financial Corp283,929
0.0% of portfolio›$15.0M
Midwest Trust Co151,892
0.1% of portfolio›$8.0M
Vision Capital Management, Inc.141,215
0.8% of portfolio›$7.5M
Mraz, Amerine & Associates, Inc.115,982
1.0% of portfolio›$6.1M
Harbor Capital Advisors, Inc.91,376
0.0% of portfolio›$4.8K
Diversified Investment Strategies, LLC82,204
2.8% of portfolio›$4.3M
KBC Group NV45,043
0.0% of portfolio›$2.4K
Chemistry Wealth Management LLC42,601
0.4% of portfolio›$2.3M
Lakewood Asset Management LLC38,621
1.1% of portfolio›$2.0M
State of New Jersey Common Pension Fund D37,592
0.0% of portfolio›$2.0M
Ethic Inc.36,185
0.0% of portfolio›$1.9M
State of Alaska, Department of Revenue34,025
0.0% of portfolio›$1.8K
Oppenheimer Asset Management Inc.33,294
0.0% of portfolio›$1.8M
Arizona State Retirement System28,590
0.0% of portfolio›$1.5M
Oak Thistle LLC24,269
0.1% of portfolio›$1.3M
Ashton Thomas Securities, LLC23,729
0.1% of portfolio›$1.3M
Citigroup Inc22,107
0.0% of portfolio›$1.2M
Skylands Capital, LLC19,715
0.1% of portfolio›$1.0M
Atria Investments, Inc19,213
0.0% of portfolio›$1.0M
Y-Intercept (Hong Kong) Ltd19,066
0.0% of portfolio›$1.0M
Lodestone Wealth Management LLC18,222
0.3% of portfolio›$963.0K
Pictet Asset Management Holding SA16,230
0.0% of portfolio›$857.8K
Commonwealth Equity Services, LLC12,936
0.0% of portfolio›$683.7K
Lipe & Dalton11,135
0.0% of portfolio›$588
Legacy Wealth Asset Management, LLC10,702
0.1% of portfolio›$565.6K
Creative Planning10,626
0.0% of portfolio›$561.6K
Johnson Financial Group, LLC10,263
0.0% of portfolio›$542.4K
Greenleaf Trust9,370
0.0% of portfolio›$495.2K
Norman Fields, Gottscho Capital Management, LLC9,235
0.1% of portfolio›$488.1K
Autumn Glory Partners, LLC8,257
0.1% of portfolio›$436.4K
Xponance LLC7,664
0.0% of portfolio›$405.0K
Nisa Investment Advisors, LLC7,416
0.0% of portfolio›$391.9K
Swiss Life Asset Management Ltd6,564
0.0% of portfolio›$346.9K
Wealth Enhancement Advisory Services, LLC6,530
0.0% of portfolio›$332.1K
CIBC Asset Management Inc5,457
0.0% of portfolio›$288.4K
Amalgamated Bank4,685
0.0% of portfolio›$248
Independent Financial Group, LLC4,500
0.0% of portfolio›$237.8K
Diversified Management Inc4,441
0.0% of portfolio›$234.7K
Baker Ellis Asset Management LLC4,040
0.0% of portfolio›$213.5K
HB Wealth Management, LLC4,004
0.0% of portfolio›$211.6K
Gamma Investing LLC3,512
0.0% of portfolio›$185.6K
Sterling Capital Management LLC2,769
0.0% of portfolio›$146.3K
Financial Consulate, Inc2,322
0.0% of portfolio›$122.7K
IFP Advisors, Inc2,046
0.0% of portfolio›$108.1K
Parallel Advisors, LLC1,827
0.0% of portfolio›$96.6K
Strs Ohio1,389
0.0% of portfolio›$73.4K
Signaturefd, LLC1,304
0.0% of portfolio›$68.9K
Versant Capital Management, Inc1,265
0.0% of portfolio›$66.9K
Simplex Trading, LLC1,141
0.0% of portfolio›$60.3K
Fulcrum Asset Management LLP1,130
0.0% of portfolio›$60.4K
Assetmark, Inc1,036
0.0% of portfolio›$54.8K
TD Waterhouse Canada Inc.971
0.0% of portfolio›$52.4K
Farther Finance Advisors, LLC914
0.0% of portfolio›$48.3K
Financial Perspectives, Inc855
0.0% of portfolio›$45.2K
Root Financial Partners, LLC792
0.0% of portfolio›$41.9K
EverSource Wealth Advisors, LLC686
0.0% of portfolio›$36.3K
Mitsubishi UFJ Asset Management Co., Ltd.615
0.0% of portfolio›$32.5K
CoreCap Advisors, LLC603
0.0% of portfolio›$31.9K
Kennebec Savings Bank411
0.0% of portfolio›$21.7K
Private Trust Co NA379
0.0% of portfolio›$20.0K
Elevation Wealth Partners, LLC368
0.0% of portfolio›$19.4K
Daytona Street Capital LLC360
0.0% of portfolio›$19.6K
DekaBank Deutsche Girozentrale333
0.0% of portfolio›$18
Fortitude Family Office, LLC299
0.0% of portfolio›$15.8K
Wilmington Savings Fund Society, FSB297
0.0% of portfolio›$15.7K
Mirae Asset Global Investments Co., Ltd.235
0.0% of portfolio›$12.4K
Yankcom Partnership220
0.0% of portfolio›$11.6K
SJS Investment Consulting Inc.214
0.0% of portfolio›$11.3K
Spire Wealth Management207
0.0% of portfolio›$10.9K
Mather Group, Llc.174
0.0% of portfolio›$9.2K
Golden State Wealth Management, LLC157
0.0% of portfolio›$8.3K
MassMutual Private Wealth & Trust, FSB143
0.0% of portfolio›$7.6K
JFS Wealth Advisors, LLC132
0.0% of portfolio›$7.0K
Pinnacle Bancorp, Inc.116
0.0% of portfolio›$6.1K
Private Wealth Management Group, LLC108
0.0% of portfolio›$5.7K
Covestor Ltd105
0.0% of portfolio›$6
Nova Financial LLC99
0.0% of portfolio›$5.2K
Creative Capital Management Investments LLC82
0.0% of portfolio›$4.3K
Owl Creek Wealth Partners LLC75
0.0% of portfolio›$4.0K
Parkside Financial Bank & Trust67
0.0% of portfolio›$3.5K
Strengthening Families & Communities, LLC54
0.0% of portfolio›$2.9K
Activest Wealth Management51
0.0% of portfolio›$2.7K
Ares Financial Consulting, LLC45
0.0% of portfolio›$2.4K
Bay Harbor Wealth Management, LLC44
0.0% of portfolio›$2.3K
Pinnacle Wealth Planning Services, Inc.40
0.0% of portfolio›$2.1K
Essential Partners LLC38
0.0% of portfolio›$2.0K
Elyxium Wealth, LLC38
0.0% of portfolio›$2.0K
UMB Private Wealth Management, LLC37
0.0% of portfolio›$2.0K
DiNuzzo Private Wealth, Inc.33
0.0% of portfolio›$1.7K
Bare Financial Services, Inc28
0.0% of portfolio›$1.5K
Provenance Wealth Advisors, LLC27
0.0% of portfolio›$1.4K
Planning Strategies Inc.26
0.0% of portfolio›$1.4K
Silver Grove Financial Group, Inc.25
0.0% of portfolio›$1.3K
Avion Wealth23
0.0% of portfolio›$1
Cromwell Holdings LLC22
0.0% of portfolio›$1.2K
Bell Investment Advisors, Inc22
0.0% of portfolio›$1.2K
Quaker Wealth Management, LLC14
0.0% of portfolio›$740
Physician Wealth Advisors, Inc.12
0.0% of portfolio›$635
James T. Borello RIA11
0.0% of portfolio›$581
True Wealth Design, LLC11
0.0% of portfolio›$582
DecisionPoint Financial, LLC10
0.0% of portfolio›$540
Thurston, Springer, Miller, Herd & Titak, Inc.9
0.0% of portfolio›$475
SBI Securities Co., Ltd.9
0.0% of portfolio›$476
Marquette Asset Management, LLC9
0.0% of portfolio›$476
American Capital Advisory, LLC5
0.0% of portfolio›$265
MV Capital Management, Inc.4
0.0% of portfolio›$212
Hughes Financial Services, LLC3
0.0% of portfolio›$150
Nfsg Corp3
0.0% of portfolio›$159
Maryland Capital Advisors Inc.2
0.0% of portfolio›$106
RHL Group, LLC1
0.0% of portfolio›$53
Monetary Solutions, Ltd1
0.0% of portfolio›$53
Gilpin Wealth Management, LLC1
0.0% of portfolio›$53
StyleTurnoverLocationFiled
Yacktman Asset Management LP
6,201,227$327.7M3.9%ValueVery LowAustin, TX2026-11-02
Dimensional Fund Advisors LP
5,140,645$271.7M0.0%IndexLowAustin, TX2026-11-04
Smead Capital Management, Inc.
2,005,288$106.0M2.3%Deep ValueLowPhoenix, AZ2026-10-16
Reinhart Partners, Llc.
1,931,052$102.1M2.5%ValueMediumMequon, WI2026-10-09
Tweedy, Browne Co LLC
456,814$24.1M2.0%Deep ValueLowStamford, CT2026-11-04
MacKenzie Financial Corp
283,929$15.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Midwest Trust Co
151,892$8.0M0.1%CoreLowOverland Park, KS2026-10-22
Vision Capital Management, Inc.
141,215$7.5M0.8%CoreVery LowPortland, OR2026-10-20
Mraz, Amerine & Associates, Inc.
115,982$6.1M1.0%Deep ValueLowModesto, CA2026-10-30
Harbor Capital Advisors, Inc.
91,376$4.8K0.0%ValueHighChicago, IL2026-10-22
Diversified Investment Strategies, LLC
82,204$4.3M2.8%ValueLowBaton Rouge, LA2026-10-28
KBC Group NV
45,043$2.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Chemistry Wealth Management LLC
42,601$2.3M0.4%CoreLowNew York, NY2026-10-16
Lakewood Asset Management LLC
38,621$2.0M1.1%ValueLowNaperville, IL2026-10-26
State of New Jersey Common Pension Fund D
37,592$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Ethic Inc.
36,185$1.9M0.0%CoreLowNew York, NY2026-11-03
State of Alaska, Department of Revenue
34,025$1.8K0.0%CoreVery LowJuneau, AK2026-10-15
Oppenheimer Asset Management Inc.
33,294$1.8M0.0%CoreMediumNew York, NY2026-10-27
Arizona State Retirement System
28,590$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Oak Thistle LLC
24,269$1.3M0.1%ValueVery HighNew York, NY2026-10-21
Ashton Thomas Securities, LLC
23,729$1.3M0.1%ETFMediumRochester, NY2026-10-26
Citigroup Inc
22,107$1.2M0.0%CoreMediumNew York, NY2026-11-04
Skylands Capital, LLC
19,715$1.0M0.1%ValueMediumMilwaukee, WI2026-10-21
Atria Investments, Inc
19,213$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Y-Intercept (Hong Kong) Ltd
19,066$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Lodestone Wealth Management LLC
18,222$963.0K0.3%CoreLowSpokane, WA2026-10-14
Pictet Asset Management Holding SA
16,230$857.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Commonwealth Equity Services, LLC
12,936$683.7K0.0%ETFLowWaltham, MA2026-11-02
Lipe & Dalton
11,135$5880.0%CoreLowSyracuse, NY2026-10-15
Legacy Wealth Asset Management, LLC
10,702$565.6K0.1%GARPMediumWoodbury, MN2026-10-09
Creative Planning
10,626$561.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Johnson Financial Group, LLC
10,263$542.4K0.0%ETFLowDenver, CO2026-11-03
Greenleaf Trust
9,370$495.2K0.0%CoreLowKalamazoo, MI2026-10-29
Norman Fields, Gottscho Capital Management, LLC
9,235$488.1K0.1%CoreVery LowNew York, NY2026-10-05
Autumn Glory Partners, LLC
8,257$436.4K0.1%CoreMediumDallas, TX2026-10-26
Xponance LLC
7,664$405.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Nisa Investment Advisors, LLC
7,416$391.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Swiss Life Asset Management Ltd
6,564$346.9K0.0%CoreLowZurich, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
6,530$332.1K0.0%CoreLowPlymouth, MN2026-10-13
CIBC Asset Management Inc
5,457$288.4K0.0%GARPLowToronto, South Africa2026-11-05
Amalgamated Bank
4,685$2480.0%CoreVery LowNew York, NY2026-10-23
Independent Financial Group, LLC
4,500$237.8K0.0%GrowthLowSan Diego, CA2026-10-13
Diversified Management Inc
4,441$234.7K0.0%CoreVery LowMilwaukee, WI2026-10-08
Baker Ellis Asset Management LLC
4,040$213.5K0.0%GARPVery LowVancouver, WA2026-10-14
HB Wealth Management, LLC
4,004$211.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Gamma Investing LLC
3,512$185.6K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,769$146.3K0.0%GARPMediumCharlotte, NC2026-10-22
Financial Consulate, Inc
2,322$122.7K0.0%ETFLowHunt Valley, MD2026-10-23
IFP Advisors, Inc
2,046$108.1K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
1,827$96.6K0.0%IndexLowSan Francisco, CA2026-11-03
Strs Ohio
1,389$73.4K0.0%CoreMediumColumbus, OH2026-10-30
Signaturefd, LLC
1,304$68.9K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
1,265$66.9K0.0%GARPLowPhoenix, AZ2026-10-02
Simplex Trading, LLC
1,141$60.3K0.0%CoreVery HighChicago, IL2026-11-04
Fulcrum Asset Management LLP
1,130$60.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Assetmark, Inc
1,036$54.8K0.0%ETFLowConcord, CA2026-10-21
TD Waterhouse Canada Inc.
971$52.4K0.0%CoreLowToronto, Australia2026-10-16
Farther Finance Advisors, LLC
914$48.3K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Perspectives, Inc
855$45.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Root Financial Partners, LLC
792$41.9K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
686$36.3K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
615$32.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
CoreCap Advisors, LLC
603$31.9K0.0%ETFMediumSouthfield, MI2026-10-08
Kennebec Savings Bank
411$21.7K0.0%CoreLowAugusta, ME2026-10-22
Private Trust Co NA
379$20.0K0.0%CoreLowCleveland, OH2026-10-20
Elevation Wealth Partners, LLC
368$19.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Daytona Street Capital LLC
360$19.6K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
DekaBank Deutsche Girozentrale
333$180.0%CoreLowFrankfurt, Hong Kong2026-10-27
Fortitude Family Office, LLC
299$15.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Wilmington Savings Fund Society, FSB
297$15.7K0.0%CoreLowWilmington, DE2026-10-23
Mirae Asset Global Investments Co., Ltd.
235$12.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Yankcom Partnership
220$11.6K0.0%CoreVery LowYankton, SD2026-10-15
SJS Investment Consulting Inc.
214$11.3K0.0%ETFVery LowSylvania, OH2026-10-26
Spire Wealth Management
207$10.9K0.0%GrowthMediumMclean, VA2026-10-30
Mather Group, Llc.
174$9.2K0.0%ETFMediumChicago, IL2026-10-14
Golden State Wealth Management, LLC
157$8.3K0.0%ETFMediumSanta Ana, CA2026-11-02
MassMutual Private Wealth & Trust, FSB
143$7.6K0.0%CoreLowSpringfield, MA2026-10-05
JFS Wealth Advisors, LLC
132$7.0K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Bancorp, Inc.
116$6.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Private Wealth Management Group, LLC
108$5.7K0.0%ETFLowPrinceton, NJ2026-10-19
Covestor Ltd
105$60.0%ValueHighLondon, United Kingdom2026-10-30
Nova Financial LLC
99$5.2K0.0%N/AN/ATucson, AZ2026-11-04
Creative Capital Management Investments LLC
82$4.3K0.0%ETFLowSan Diego, CA2026-10-28
Owl Creek Wealth Partners LLC
75$4.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
67$3.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Strengthening Families & Communities, LLC
54$2.9K0.0%CoreMediumBoston, MA2026-10-21
Activest Wealth Management
51$2.7K0.0%ETFLowAventura, FL2026-10-15
Ares Financial Consulting, LLC
45$2.4K0.0%CoreLowCalabasas, CA2026-10-19
Bay Harbor Wealth Management, LLC
44$2.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Pinnacle Wealth Planning Services, Inc.
40$2.1K0.0%GARPLowMansfield, OH2026-10-27
Essential Partners LLC
38$2.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elyxium Wealth, LLC
38$2.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
UMB Private Wealth Management, LLC
37$2.0K0.0%GrowthN/AKansas City, MO2026-10-19
DiNuzzo Private Wealth, Inc.
33$1.7K0.0%ETFLowBeaver, PA2026-10-16
Bare Financial Services, Inc
28$1.5K0.0%ETFVery LowGap, PA2026-11-04
Provenance Wealth Advisors, LLC
27$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Planning Strategies Inc.
26$1.4K0.0%ETFN/ALancaster, PA2026-10-02
Silver Grove Financial Group, Inc.
25$1.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Avion Wealth
23$10.0%ETFLowThe Woodlands, TX2026-11-04
Cromwell Holdings LLC
22$1.2K0.0%IndexLowJackson, WY2026-10-28
Bell Investment Advisors, Inc
22$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
Quaker Wealth Management, LLC
14$7400.0%ETFMediumMoorestown, NJ2026-10-22
Physician Wealth Advisors, Inc.
12$6350.0%ETFMediumMidvale, UT2026-10-20
James T. Borello RIA
11$5810.0%ETFVery LowEast Dundee, IL2026-10-16
True Wealth Design, LLC
11$5820.0%ETFMediumAkron, OH2026-10-13
DecisionPoint Financial, LLC
10$5400.0%ETFVery LowMesa, AZ2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
9$4750.0%GrowthMediumIndianapolis, IN2026-10-14
SBI Securities Co., Ltd.
9$4760.0%Agg GrowthLowTokyo, Mexico2026-10-22
Marquette Asset Management, LLC
9$4760.0%ETFVery LowMinneapolis, MN2026-10-09
American Capital Advisory, LLC
5$2650.0%ETFLowKetchum, ID2026-10-28
MV Capital Management, Inc.
4$2120.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
3$1500.0%ETFLowHerndon, VA2026-10-30
Nfsg Corp
3$1590.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
2$1060.0%ETFVery LowChester, MD2026-10-15
RHL Group, LLC
1$530.0%ETFVery HighHolly, MI2026-11-04
Monetary Solutions, Ltd
1$530.0%ETFVery LowDayton, OH2026-10-22
Gilpin Wealth Management, LLC
1$530.0%GrowthLowDenver, CO2026-10-09