Skip to content
Disclosery

UHAL-B U HAUL HOLDING COMPANY

Follow

COM SER N (common), issuer CIK 4457

322 managers (333 13F filers) reported a position in UHAL-B shares at 2026-06-30, 63,417,183 shares in all. 57 filers opened a position and 24 filers sold out during the quarter.

Managers
322
13F filers
333
New
57
Added
108
Reduced
108
Sold out
24
Shares held by filers
63,417,183

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MERCER GLOBAL ADVISORS INC /ADV4,258$246K<0.01%new13F-HR/ATimeline
Connor, Clark & Lunn Investment Managem…4,171$241K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,111$237K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC4,081$235K<0.01%new13F-HRTimeline
PFG Investments, LLC4,053$234K0.01%new13F-HRTimeline
Ensign Peak Advisors, Inc4,049$234K<0.01%-55013F-HRTimeline
Baker Ellis Asset Management LLC4,040$233K0.02%-50013F-HRTimeline
Proficio Capital Partners LLC3,878$224K0.01%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP3,868$223K<0.01%-24,14913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,849$222K<0.01%+313F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,674$212K<0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,512$203K<0.01%new13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,513$203K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,437$202K<0.01%+1,33613F-HRTimelineGroup
GAMMA Investing LLC3,441$199K0.01%+14513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,380$195K<0.01%-68713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,223$186K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC2,920$168K<0.01%+54313F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,528$146K0.01%+14413F-HRTimeline
FINANCIAL CONSULATE, INC2,322$134K0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,236$129K<0.01%new13F-HRTimelineGroup
STRS OHIO2,132$123K<0.01%-28713F-HRTimeline
Eurizon Capital SGR S.p.A.2,073$123K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,877$108K<0.01%+37913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…1,856$107K<0.01%-1,54013F-HRTimelineGroup
Parallel Advisors, LLC1,821$105K<0.01%+8213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,603$92.5K0.01%+113F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding1,421$82K+806Timeline
ASSETMARK, INCin group ASSETMARK, INC1,398$80.7K<0.01%-45413F-HRTimelineGroup
SIGNATUREFD, LLC1,332$76.9K<0.01%-3613F-HRTimeline
CVA Family Office, LLC1,213$70K0.01%+7013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,147$66.2K<0.01%-20413F-HRTimelineGroup
IFG Advisory, LLC1,086$62.7K<0.01%new13F-HRTimeline
Financial Perspectives, Inc855$49.3K0.01%013F-HRTimeline
Versant Capital Management, Inc827$47.7K<0.01%+19813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…772$44.5K<0.01%-34513F-HRTimelineGroup
Farther Finance Advisors, LLC644$37.2K<0.01%+2313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…643$37.1K<0.01%+48313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD630$36.4K<0.01%-87013F-HRTimelineGroup
CoreCap Advisors, LLC603$34.8K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S538$31K<0.01%13F-HR/ATimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…535$30.9K<0.01%-35213F-HRTimelineGroup
Arax Advisory Partners427$24.6K<0.01%+34913F-HRTimeline
Kennebec Savings Bank411$23.7K0.02%013F-HRTimeline
Daytona Street Capital LLC360$21.3K0.02%013F-HRTimeline
PRIVATE TRUST CO NA363$20.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…352$20.3K<0.01%+9213F-HRTimeline
Private Wealth Asset Management, LLC324$18.7K<0.01%-6313F-HRTimeline
Wilmington Savings Fund Society, FSB297$17.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC288$16.6K<0.01%013F-HRTimeline
Quent Capital, LLC257$14.8K<0.01%+20913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…228$13.2K<0.01%new13F-HRTimelineGroup
YANKCOM Partnership220$12.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC209$12.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management207$11.9K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB198$11.4K<0.01%+7813F-HRTimeline
Golden State Wealth Management, LLC157$9.06K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC148$8.54K<0.01%+6813F-HRTimeline
SJS Investment Consulting Inc.145$8.37K<0.01%+12013F-HRTimeline
JFS WEALTH ADVISORS, LLC132$7.62K<0.01%+3413F-HRTimeline
BOKF, NAin group BOKF, NA130$7.5K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC119$6.87K<0.01%+3713F-HRTimeline
Pinnacle Bancorp, Inc.116$6.69K<0.01%-6013F-HRTimeline
Blue Trust, Inc.113$6.52K<0.01%-61213F-HRTimeline
Sachetta, LLC108$6.23K<0.01%new13F-HRTimeline
Covestor Ltd105$6K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO99$5.71K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS94$5.37K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV90$5K<0.01%013F-HRTimeline
Clearstead Trust, LLC80$4.62K<0.01%+913F-HRTimeline
Owl Creek Wealth Partners LLC75$4.33K<0.01%new13F-HRTimeline
Bogart Wealth, LLC71$4.1K<0.01%+6013F-HRTimeline
High Note Wealth, LLC71$4.1K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust67$3.87K<0.01%-4413F-HRTimeline
Keating Financial Advisory Services, In…66$3.81K<0.01%+4813F-HRTimeline
Rialto Wealth Management, LLC65$3.75K<0.01%+4813F-HRTimeline
LifeSteps Financial, Inc.63$3.63K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC63$3.63K<0.01%013F-HRTimeline
Global Retirement Partners, LLC60$3.46K<0.01%13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…56$3.23K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…54$3.12K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC48$2.77K<0.01%013F-HRTimeline
Creative Capital Management Investments…47$2.71K<0.01%new13F-HRTimeline
Ares Financial Consulting, LLC45$2.6K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC35$2.02K<0.01%+1013F-HRTimeline
DiNuzzo Private Wealth, Inc.33$1.91K<0.01%+513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.31$1.79K<0.01%-5713F-HRTimeline
Activest Wealth Management29$1.67K<0.01%+2713F-HRTimeline
Bare Financial Services, Inc28$1.61K<0.01%-5213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp26$1.5K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.25$1.44K<0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.25$1.44K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC22$1.38K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc22$1.27K<0.01%+213F-HRTimeline
Cromwell Holdings LLC22$1.27K<0.01%+1013F-HRTimeline
HFM Investment Advisors, LLC23$1.2K<0.01%+1413F-HRTimeline
Avion Wealth23$1K<0.01%+1113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quaker Wealth Management, LLC14$808<0.01%+513F-HRTimeline
LRI Investments, LLC14$808<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC12$693<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.12$693<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC12$692<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$634<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC9$520<0.01%new13F-HRTimeline
Marquette Asset Management, LLC9$520<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9$519<0.01%013F-HRTimeline
SBI Securities Co., Ltd.9$519<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC5$292<0.01%new13F-HRTimeline
American Capital Advisory, LLC5$289<0.01%+313F-HRTimeline
HARBOUR INVESTMENTS, INC.4$231<0.01%+213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$231<0.01%new13F-HR/ATimeline
IFP Advisors, Inc4$231<0.01%+313F-HRTimeline
True Wealth Design, LLC4$231<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC4$231<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC3$173<0.01%-113F-HRTimeline
Hughes Financial Services, LLC3$173<0.01%013F-HRTimeline
Dunhill Financial, LLC2$122<0.01%013F-HRTimeline
Valued Wealth Advisors LLC2$117<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$116<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC1$58<0.01%new13F-HRTimeline
Navigoe, LLC12$00%new13F-HRTimelineValue filed as zero, left out of ratios.