Security key
023586506
- Type / Class
- Equity / COM SER N
- Total 13F shares
- 63,598,562
- Share change
- -1,447,351
- Total reported value
- $2,973,016,318
- Put/Call ratio
- 43%
- Price per share
- $46.74
- Number of holders
- 311
- Value change
- -$74,208,739
- Number of buys
- 134
- Number of sells
- 195
Report period
Q4 2025
Institutions
311
Top holders
10
UHALB full security history
Newer quarter: Q1 2026
Previous quarter: Q3 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 |
|---|---|---|---|---|---|---|---|---|
| Willow Grove Holdings LP |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
85,196,025
mixed-class rows
|
$5,604,819,621 | — | 18 Sep 2025 | |
| Mark V Shoen |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
86,112,733
mixed-class rows
|
$5,478,101,582 | — | 20 Nov 2025 | |
| Edward J. Shoen |
3/4/5
|
President, Director, 10%+ Owner |
—
mixed-class rows
|
85,447,899
mixed-class rows
|
$5,075,318,427 | — | 18 Sep 2025 | |
| 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
|
9,859,534
mixed-class rows
|
$507,098,414 | — | 30 Sep 2025 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
6,132,394
mixed-class rows
|
$314,179,730 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,983,667
mixed-class rows
|
$307,327,203 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
4,250,986
mixed-class rows
|
$216,396,636 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
4,006,082
mixed-class rows
|
$206,271,203 | — | 30 Sep 2025 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
3,287,870
mixed-class rows
|
$167,577,177 | — | 30 Sep 2025 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
3,184,488
|
$162,090,439 | — | 30 Sep 2025 | |
| Smead Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
2,636,827
|
$134,214,492 | — | 30 Sep 2025 | |
| Southpoint Capital Advisors LP |
13F
|
Company |
—
mixed-class rows
|
2,500,000
mixed-class rows
|
$130,952,000 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
—
mixed-class rows
|
2,489,993
mixed-class rows
|
$127,393,683 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
1,902,457
mixed-class rows
|
$97,414,611 | — | 30 Sep 2025 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
1,747,459
|
$88,946,351 | — | 30 Sep 2025 | |
| SCHARF INVESTMENTS, LLC |
13F
|
Company |
—
mixed-class rows
|
1,450,349
mixed-class rows
|
$77,205,331 | — | 30 Sep 2025 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
class O/S missing
|
1,231,840
|
$62,700,656 | — | 30 Sep 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
816,780
|
$41,574,102 | — | 30 Sep 2025 | |
| THOMPSON SIEGEL & WALMSLEY LLC |
13F
|
Company |
—
class O/S missing
|
802,293
|
$40,837,000 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
762,149
|
$38,793,384 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
726,118
mixed-class rows
|
$37,878,074 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
mixed-class rows
|
646,550
mixed-class rows
|
$33,115,628 | — | 30 Sep 2025 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
525,900
mixed-class rows
|
$27,224,273 | — | 30 Sep 2025 | |
| Tweedy, Browne Co LLC |
13F
|
Company |
—
class O/S missing
|
464,565
|
$23,646,359 | — | 30 Sep 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
434,583
mixed-class rows
|
$23,494,019 | — | 30 Sep 2025 | |
| Bayberry Capital Partners LP |
13F
|
Company |
—
class O/S missing
|
457,154
|
$23,269,139 | — | 30 Sep 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
mixed-class rows
|
415,750
mixed-class rows
|
$21,205,630 | — | 30 Sep 2025 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
mixed-class rows
|
390,696
mixed-class rows
|
$19,889,894 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
377,142
mixed-class rows
|
$19,228,101 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
365,556
mixed-class rows
|
$18,720,945 | — | 30 Sep 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
334,393
mixed-class rows
|
$17,657,015 | — | 30 Sep 2025 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
346,510
|
$17,637,359 | — | 30 Sep 2025 | |
| Tidal Investments LLC |
13F
|
Company |
—
class O/S missing
|
333,819
|
$16,991,387 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
mixed-class rows
|
299,050
mixed-class rows
|
$15,500,561 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
mixed-class rows
|
285,786
mixed-class rows
|
$14,730,268 | — | 30 Sep 2025 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
271,138
mixed-class rows
|
$13,808,039 | — | 30 Sep 2025 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
267,431
|
$13,612,238 | — | 30 Sep 2025 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
259,225
|
$13,259,359 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
mixed-class rows
|
245,204
mixed-class rows
|
$12,576,655 | — | 30 Sep 2025 | |
| Estuary Capital Management LP |
13F
|
Company |
—
class O/S missing
|
214,200
|
$12,224,394 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
mixed-class rows
|
224,191
mixed-class rows
|
$12,156,466 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
234,190
mixed-class rows
|
$12,147,000 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
—
mixed-class rows
|
230,417
mixed-class rows
|
$11,932,328 | — | 30 Sep 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
227,566
|
$11,583,109 | — | 30 Sep 2025 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
220,847
|
$11,241,120 | — | 30 Sep 2025 | |
| Troluce Capital Advisors LLC |
13F
|
Company |
—
class O/S missing
|
220,000
|
$11,198,000 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
—
mixed-class rows
|
219,364
mixed-class rows
|
$11,176,055 | — | 30 Sep 2025 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
—
class O/S missing
|
189,700
|
$10,826,179 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
210,103
mixed-class rows
|
$10,733,047 | — | 30 Sep 2025 |
Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q4 2025
As of 31 Dec 2025,
U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by
311 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,598,562 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., HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, Smead Capital Management, Inc., Southpoint Capital Advisors LP, and REINHART PARTNERS, LLC..
This page lists
311
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
330
Q4 2025 holders
311
Holder diff
-19
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.