Security key
023586506
- Type / Class
- Equity / COM SER N
- Total 13F shares
- 63,975,262
- Share change
- +522,320
- Total reported value
- $3,479,275,532
- Price per share
- $54.37
- Number of holders
- 318
- Value change
- +$20,022,955
- Number of buys
- 160
- Number of sells
- 136
Report period
Q2 2025
Institutions
318
Top holders
10
UHALB full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
U-Haul Holding Co /NV/ SEC filings
U-Haul Holding Co /NV/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 023586506
Recent filing periods:
Top shareholders of UHALB - U-Haul Holding Co /NV/ - COM SER N (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Clarendon Strategies, LLC |
3/4/5
|
Member of 10% owner group |
—
class O/S missing
|
300
|
— | — | 16 Nov 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
9,973,216
mixed-class rows
|
$595,450,476 | — | 31 Mar 2025 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
6,330,278
mixed-class rows
|
$376,699,106 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,925,059
mixed-class rows
|
$353,549,775 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
4,119,328
mixed-class rows
|
$243,801,613 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
3,799,060
mixed-class rows
|
$226,577,746 | — | 31 Mar 2025 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
3,287,870
mixed-class rows
|
$194,801,104 | — | 31 Mar 2025 | |
| Smead Capital Management, Inc. |
13F
|
Company |
—
mixed-class rows
|
2,610,768
mixed-class rows
|
$155,800,845 | — | 31 Mar 2025 | |
| Southpoint Capital Advisors LP |
13F
|
Company |
—
mixed-class rows
|
2,500,000
mixed-class rows
|
$152,276,000 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
mixed-class rows
|
2,444,302
mixed-class rows
|
$145,490,750 | — | 31 Mar 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
2,277,096
|
$134,758,541 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
1,857,363
mixed-class rows
|
$110,727,468 | — | 31 Mar 2025 | |
| TRIAN FUND MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
1,776,700
mixed-class rows
|
$109,174,466 | — | 31 Mar 2025 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
1,756,314
|
$103,938,673 | — | 31 Mar 2025 | |
| SCHARF INVESTMENTS, LLC |
13F
|
Company |
—
mixed-class rows
|
1,596,965
mixed-class rows
|
$98,283,851 | — | 31 Mar 2025 | |
| NORGES BANK |
13F
|
Company |
—
mixed-class rows
|
1,452,712
mixed-class rows
|
$89,010,270 | — | 31 Mar 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
class O/S missing
|
1,336,377
|
$79,086,791 | — | 31 Mar 2025 | |
| Pertento Partners LLP |
13F
|
Company |
—
class O/S missing
|
982,425
|
$58,139,912 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
mixed-class rows
|
842,954
mixed-class rows
|
$50,121,117 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
740,489
|
$43,822,139 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
642,232
mixed-class rows
|
$38,617,822 | — | 31 Mar 2025 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
525,900
mixed-class rows
|
$31,579,464 | — | 31 Mar 2025 | |
| Tweedy, Browne Co LLC |
13F
|
Company |
—
class O/S missing
|
480,424
|
$28,431,492 | — | 31 Mar 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
471,869
|
$27,925,207 | — | 31 Mar 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
467,658
|
$27,676,001 | — | 31 Mar 2025 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
—
class O/S missing
|
437,160
|
$25,871,000 | — | 31 Mar 2025 | |
| Bayberry Capital Partners LP |
13F
|
Company |
—
class O/S missing
|
433,000
|
$25,624,940 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
408,820
mixed-class rows
|
$24,330,241 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
361,432
mixed-class rows
|
$21,422,280 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
269,873
mixed-class rows
|
$16,516,080 | — | 31 Mar 2025 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
273,031
|
$16,157,975 | — | 31 Mar 2025 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
266,054
mixed-class rows
|
$15,755,198 | — | 31 Mar 2025 | |
| HARBOR CAPITAL ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
260,472
|
$15,415,000 | — | 31 Mar 2025 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
251,321
mixed-class rows
|
$14,882,175 | — | 31 Mar 2025 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
mixed-class rows
|
245,274
mixed-class rows
|
$14,518,788 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
mixed-class rows
|
221,024
mixed-class rows
|
$13,886,522 | — | 31 Mar 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
224,134
|
$13,264,241 | — | 31 Mar 2025 | |
| Applied Fundamental Research, LLC |
13F
|
Company |
—
mixed-class rows
|
219,286
mixed-class rows
|
$13,132,373 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
—
mixed-class rows
|
217,133
mixed-class rows
|
$12,994,989 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
213,639
mixed-class rows
|
$12,989,069 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
mixed-class rows
|
205,398
mixed-class rows
|
$12,694,553 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
mixed-class rows
|
204,274
mixed-class rows
|
$12,098,466 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
190,489
mixed-class rows
|
$11,294,293 | — | 31 Mar 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
182,600
mixed-class rows
|
$11,282,431 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
188,780
mixed-class rows
|
$11,220,930 | — | 31 Mar 2025 | |
| Long Pond Capital, LP |
13F
|
Company |
—
class O/S missing
|
188,407
|
$11,149,926 | — | 31 Mar 2025 | |
| Harspring Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
185,000
|
$10,948,300 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
180,382
mixed-class rows
|
$10,779,331 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
174,285
mixed-class rows
|
$10,525,000 | — | 31 Mar 2025 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
177,524
|
$10,505,870 | — | 31 Mar 2025 |
Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q2 2025
As of 30 Jun 2025,
U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by
318 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,975,262 shares.
The largest 10 holders included
VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, BlackRock, Inc., FMR LLC, DIMENSIONAL FUND ADVISORS LP, ABRAMS CAPITAL MANAGEMENT, L.P., Smead Capital Management, Inc., HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, STATE STREET CORP, and Southpoint Capital Advisors LP.
This page lists
321
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
319
Q2 2025 holders
318
Holder diff
-1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.