Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM SER N
-
Total 13F shares
-
1,271,870
-
Share change
-
-10,362
-
Total reported value
-
$59,446,998
-
Price per share
-
$46.74
-
Number of holders
-
37
-
Value change
-
-$682,107
-
Number of buys
-
16
-
Number of sells
-
18
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
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,271,870 shares.
The largest 10 holders included
SCHARF INVESTMENTS, LLC, SG Americas Securities, LLC, HARBOR CAPITAL ADVISORS, INC., BCGM Wealth Management, LLC, RK Asset Management, LLC, Chemistry Wealth Management LLC, Lodestone Wealth Management LLC, Steadtrust LLC, GREENLEAF TRUST, and Legacy Wealth Asset Management, LLC.
This page lists
37
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 |
* 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.