U-Haul Holding Co /NV/ - COM SER N (UHALB)

CUSIP: 023586506

Q4 2025 13F Holders as of 31 Dec 2025

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

Security key

023586506

Report period

Q4 2025

Institutions

311

Top holders

10

Ownership snapshot

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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Willow Grove Holdings LP
13D/G signal
Evidence rows
50
Latest as of
20 Nov 2025
3/4/5 13F Highest disclosed value: $5,604,819,621 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Willow Grove Holdings LP
3/4/5
10%+ Owner
mixed-class rows
$5,604,819,621
85,196,025 shares
mixed-class rows
18 Sep 2025
Mark V Shoen
3/4/5
10%+ Owner
mixed-class rows
$5,478,101,582
86,112,733 shares
mixed-class rows
20 Nov 2025
Edward J. Shoen
3/4/5
President, Director, 10%+ Owner
mixed-class rows
$5,075,318,427
85,447,899 shares
mixed-class rows
18 Sep 2025
Clarendon Strategies, LLC
3/4/5
Member of 10% owner group
class O/S missing
300 shares
16 Nov 2022
VANGUARD GROUP INC
13F
Company
13F
mixed-class rows
$507,098,414
9,859,534 shares
mixed-class rows
30 Sep 2025
YACKTMAN ASSET MANAGEMENT LP
13F
Company
13F
mixed-class rows
$314,179,730
6,132,394 shares
mixed-class rows
30 Sep 2025
BlackRock, Inc.
13F
Company
13F
mixed-class rows
$307,327,203
5,983,667 shares
mixed-class rows
30 Sep 2025
FMR LLC
13F
Company
13F
mixed-class rows
$216,396,636
4,250,986 shares
mixed-class rows
30 Sep 2025
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
mixed-class rows
$206,271,203
4,006,082 shares
mixed-class rows
30 Sep 2025
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
13F
mixed-class rows
$167,577,177
3,287,870 shares
mixed-class rows
30 Sep 2025
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$162,090,439
3,184,488 shares
30 Sep 2025
Smead Capital Management, Inc.
13F
Company
13F
class O/S missing
$134,214,492
2,636,827 shares
30 Sep 2025
Southpoint Capital Advisors LP
13F
Company
13F
mixed-class rows
$130,952,000
2,500,000 shares
mixed-class rows
30 Sep 2025
STATE STREET CORP
13F
Company
13F
mixed-class rows
$127,393,683
2,489,993 shares
mixed-class rows
30 Sep 2025
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
mixed-class rows
$97,414,611
1,902,457 shares
mixed-class rows
30 Sep 2025
REINHART PARTNERS, LLC.
13F
Company
13F
class O/S missing
$88,946,351
1,747,459 shares
30 Sep 2025
SCHARF INVESTMENTS, LLC
13F
Company
13F
mixed-class rows
$77,205,331
1,450,349 shares
mixed-class rows
30 Sep 2025
Artisan Partners Limited Partnership
13F
Company
13F
class O/S missing
$62,700,656
1,231,840 shares
30 Sep 2025
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
13F
class O/S missing
$41,574,102
816,780 shares
30 Sep 2025
THOMPSON SIEGEL & WALMSLEY LLC
13F
Company
13F
class O/S missing
$40,837,000
802,293 shares
30 Sep 2025
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
class O/S missing
$38,793,384
762,149 shares
30 Sep 2025
MORGAN STANLEY
13F
Company
13F
mixed-class rows
$37,878,074
726,118 shares
mixed-class rows
30 Sep 2025
NORTHERN TRUST CORP
13F
Company
13F
mixed-class rows
$33,115,628
646,550 shares
mixed-class rows
30 Sep 2025
Bruce & Co., Inc.
13F
Company
13F
mixed-class rows
$27,224,273
525,900 shares
mixed-class rows
30 Sep 2025
Tweedy, Browne Co LLC
13F
Company
13F
class O/S missing
$23,646,359
464,565 shares
30 Sep 2025
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
mixed-class rows
$23,494,019
434,583 shares
mixed-class rows
30 Sep 2025
Bayberry Capital Partners LP
13F
Company
13F
class O/S missing
$23,269,139
457,154 shares
30 Sep 2025
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
mixed-class rows
$21,205,630
415,750 shares
mixed-class rows
30 Sep 2025
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
13F
mixed-class rows
$19,889,894
390,696 shares
mixed-class rows
30 Sep 2025
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
mixed-class rows
$19,228,101
377,142 shares
mixed-class rows
30 Sep 2025
Bank of New York Mellon Corp
13F
Company
13F
mixed-class rows
$18,720,945
365,556 shares
mixed-class rows
30 Sep 2025
D. E. Shaw & Co., Inc.
13F
Company
13F
mixed-class rows
$17,657,015
334,393 shares
mixed-class rows
30 Sep 2025
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
class O/S missing
$17,637,359
346,510 shares
30 Sep 2025
Tidal Investments LLC
13F
Company
13F
class O/S missing
$16,991,387
333,819 shares
30 Sep 2025
BANK OF AMERICA CORP /DE/
13F
Company
13F
mixed-class rows
$15,500,561
299,050 shares
mixed-class rows
30 Sep 2025
GOLDMAN SACHS GROUP INC
13F
Company
13F
mixed-class rows
$14,730,268
285,786 shares
mixed-class rows
30 Sep 2025
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
13F
mixed-class rows
$13,808,039
271,138 shares
mixed-class rows
30 Sep 2025
Swiss National Bank
13F
Company
13F
class O/S missing
$13,612,238
267,431 shares
30 Sep 2025
THIRD AVENUE MANAGEMENT LLC
13F
Company
13F
class O/S missing
$13,259,359
259,225 shares
30 Sep 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
13F
mixed-class rows
$12,576,655
245,204 shares
mixed-class rows
30 Sep 2025
Estuary Capital Management LP
13F
Company
13F
class O/S missing
$12,224,394
214,200 shares
30 Sep 2025
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
mixed-class rows
$12,156,466
224,191 shares
mixed-class rows
30 Sep 2025
ROYAL BANK OF CANADA
13F
Company
13F
mixed-class rows
$12,147,000
234,190 shares
mixed-class rows
30 Sep 2025
UBS Group AG
13F
Company
13F
mixed-class rows
$11,932,328
230,417 shares
mixed-class rows
30 Sep 2025
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
13F
class O/S missing
$11,583,109
227,566 shares
30 Sep 2025
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
13F
class O/S missing
$11,241,120
220,847 shares
30 Sep 2025
Troluce Capital Advisors LLC
13F
Company
13F
class O/S missing
$11,198,000
220,000 shares
30 Sep 2025
Legal & General Group Plc
13F
Company
13F
mixed-class rows
$11,176,055
219,364 shares
mixed-class rows
30 Sep 2025
TWO SIGMA ADVISERS, LP
13F
Company
13F
class O/S missing
$10,826,179
189,700 shares
30 Sep 2025
Invesco Ltd.
13F
Company
13F
mixed-class rows
$10,733,047
210,103 shares
mixed-class rows
30 Sep 2025
How to read this table

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.

13F holder rows

Institutional holders as of Q4 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
311
Shares
63,598,562
Rows loaded
311
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

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 change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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