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

CUSIP: 023586506

Q1 2026 13F Holders as of 31 Mar 2026

Type / Class
Equity / COM SER N
Total 13F shares
62,812,657
Share change
-819,672
Total reported value
$2,805,906,367
Put/Call ratio
68%
Price per share
$44.67
Number of holders
293
Value change
-$40,607,490
Number of buys
144
Number of sells
139

Security key

023586506

Report period

Q1 2026

Institutions

293

Top holders

10

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 by the holder's primary source 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
9,710,627
mixed-class rows
$457,057,144 31 Dec 2025
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
6,114,670
mixed-class rows
$287,000,779 31 Dec 2025
13F
BlackRock, Inc.
13F
Company
mixed-class rows
5,134,530
mixed-class rows
$241,849,601 31 Dec 2025
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,440,732
mixed-class rows
$209,077,850 31 Dec 2025
13F
FMR LLC
13F
Company
mixed-class rows
4,223,945
mixed-class rows
$197,468,524 31 Dec 2025
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
3,287,870
mixed-class rows
$153,808,635 31 Dec 2025
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
3,226,832
$150,822,128 31 Dec 2025
13F
Southpoint Capital Advisors LP
13F
Company
mixed-class rows
2,500,000
mixed-class rows
$119,052,000 31 Dec 2025
13F
Smead Capital Management, Inc.
13F
Company
class O/S missing
2,467,011
$115,308,088 31 Dec 2025
13F
STATE STREET CORP
13F
Company
mixed-class rows
1,944,468
mixed-class rows
$91,400,290 31 Dec 2025
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,892,252
mixed-class rows
$88,931,908 31 Dec 2025
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,822,577
$85,187,833 31 Dec 2025
13F
NORGES BANK
13F
Company
mixed-class rows
1,556,747
mixed-class rows
$74,767,922 31 Dec 2025
13F
SCHARF INVESTMENTS, LLC
13F
Company
mixed-class rows
1,253,213
mixed-class rows
$60,158,449 31 Dec 2025
13F
Artisan Partners Limited Partnership
13F
Company
class O/S missing
1,038,013
$48,516,728 31 Dec 2025
13F
THOMPSON SIEGEL & WALMSLEY LLC
13F
Company
class O/S missing
972,788
$45,468,000 31 Dec 2025
13F
D. E. Shaw & Co., Inc.
13F
Company
mixed-class rows
837,519
mixed-class rows
$39,856,605 31 Dec 2025
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
784,666
$36,675,289 31 Dec 2025
13F
MORGAN STANLEY
13F
Company
mixed-class rows
685,849
mixed-class rows
$32,759,422 31 Dec 2025
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
class O/S missing
649,683
$30,366,183 31 Dec 2025
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
596,572
mixed-class rows
$28,131,730 31 Dec 2025
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
525,900
mixed-class rows
$24,851,779 31 Dec 2025
13F
Tweedy, Browne Co LLC
13F
Company
class O/S missing
466,217
$21,790,983 31 Dec 2025
13F
Bayberry Capital Partners LP
13F
Company
class O/S missing
414,154
$19,357,558 31 Dec 2025
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
mixed-class rows
402,006
mixed-class rows
$18,833,694 31 Dec 2025
13F
RAYMOND JAMES FINANCIAL INC
13F
Company
class O/S missing
389,811
$18,219,757 31 Dec 2025
13F
Quantinno Capital Management LP
13F
Company
mixed-class rows
344,679
mixed-class rows
$17,180,843 31 Dec 2025
13F
Estuary Capital Management LP
13F
Company
class O/S missing
339,852
$15,884,682 31 Dec 2025
13F
Tidal Investments LLC
13F
Company
class O/S missing
321,812
$15,041,493 31 Dec 2025
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
mixed-class rows
307,836
mixed-class rows
$14,639,418 31 Dec 2025
13F
Ruffer LLP
13F
Company
class O/S missing
304,952
$14,274,936 31 Dec 2025
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
298,292
mixed-class rows
$14,015,113 31 Dec 2025
13F
BANK OF AMERICA CORP /DE/
13F
Company
mixed-class rows
271,370
mixed-class rows
$12,826,690 31 Dec 2025
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
264,698
mixed-class rows
$12,372,094 31 Dec 2025
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
261,350
$12,215,498 31 Dec 2025
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
class O/S missing
259,246
$12,117,158 31 Dec 2025
13F
ROYAL BANK OF CANADA
13F
Company
mixed-class rows
252,428
mixed-class rows
$11,930,000 31 Dec 2025
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
mixed-class rows
251,300
mixed-class rows
$11,866,934 31 Dec 2025
13F
GOLDMAN SACHS GROUP INC
13F
Company
mixed-class rows
231,288
mixed-class rows
$11,029,821 31 Dec 2025
13F
ArrowMark Colorado Holdings LLC
13F
Company
class O/S missing
217,800
$10,979,298 31 Dec 2025
13F
JANE STREET GROUP, LLC
13F
Company
class O/S missing
233,266
$10,902,853 31 Dec 2025
13F
Swiss National Bank
13F
Company
mixed-class rows
224,200
mixed-class rows
$10,535,993 31 Dec 2025
13F
Applied Fundamental Research, LLC
13F
Company
class O/S missing
212,026
$9,910,095 31 Dec 2025
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
mixed-class rows
209,816
mixed-class rows
$9,853,664 31 Dec 2025
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
203,471
$9,510,227 31 Dec 2025
13F
Invesco Ltd.
13F
Company
mixed-class rows
197,023
mixed-class rows
$9,232,028 31 Dec 2025
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q1 2026

As of 31 Mar 2026, U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by 293 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 62,812,657 shares. The largest 10 holders included YACKTMAN ASSET MANAGEMENT LP, BlackRock, Inc., FMR LLC, VANGUARD CAPITAL MANAGEMENT LLC, DIMENSIONAL FUND ADVISORS LP, VANGUARD PORTFOLIO MANAGEMENT LLC, ABRAMS CAPITAL MANAGEMENT, L.P., HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, Smead Capital Management, Inc., and STATE STREET CORP. This page lists 293 institutional shareholders reporting positions in this security for the Q1 2026 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
311
Q1 2026 holders
293
Holder diff
-18
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 Value $ Q1 2026 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.
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