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Disclosery

UHAL-B U HAUL HOLDING COMPANY

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COM SER N (common), issuer CIK 4457

310 managers (316 13F filers) reported a position in UHAL-B shares at 2024-12-31, 64,198,883 shares in all. 33 filers opened a position and 20 filers sold out during the quarter.

Managers
310
13F filers
316
New
33
Added
105
Reduced
107
Sold out
20
Shares held by filers
64,198,883

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sequoia Financial Advisors, LLC4,925$315K<0.01%+13613F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,800$307K<0.01%-16213F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,794$307K<0.01%new13F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,525$290K0.01%-2,06213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,500$288K0.01%013F-HRTimeline
CIBC WORLD MARKETS CORP4,392$281K<0.01%-1,26413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,342$278K<0.01%-83013F-HRTimelineGroup
Proficio Capital Partners LLC4,320$277K0.02%+18713F-HR/ATimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…4,278$274K<0.01%+35413F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC4,235$271K<0.01%-10,91513F-HRTimelineGroup
BSW Wealth Partners4,204$269K0.04%+30513F-HRTimeline
Sterling Capital Management LLC4,119$264K<0.01%+1,16213F-HRTimeline
Argent Trust Co4,070$261K0.01%013F-HRTimeline
HighTower Advisors, LLC3,993$256K<0.01%-17013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,835$246K<0.01%-2513F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A3,811$244K<0.01%+1,41113F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,773$242K<0.01%-16,24513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…3,674$235K<0.01%-5913F-HRTimelineGroup
LRI Investments, LLC3,609$231K0.02%013F-HRTimeline
Aigen Investment Management, LP3,489$223K0.04%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,463$222K0.01%+18413F-HRTimelineGroup
STATE OF MICHIGAN RETIREMENT SYSTEM3,454$221K<0.01%-60013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,412$219K<0.01%-1,29113F-HR/ATimelineGroup
EntryPoint Capital, LLC3,325$213K0.09%new13F-HRTimeline
Arete Wealth Advisors, LLC3,235$206K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,211$206K<0.01%+40313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,156$202K<0.01%+41213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,300$147K0.01%013F-HRTimeline
COMERICA BANK2,293$147K<0.01%-35113F-HR/ATimeline
Vestcor Inc2,025$130K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,977$127K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,608$103K0.02%+1513F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,584$101K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,449$92.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,371$88K<0.01%+7413F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.1,196$76.6K<0.01%-6113F-HRTimelineGroup
Blue Trust, Inc.1,082$69.3K<0.01%-18413F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…994$63.7K<0.01%-2,55113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,001$63.3K<0.01%+90013F-HRTimelineGroup
Oslo Pensjonsforsikring AS966$61.9K0.01%-37913F-HRTimeline
Putney Financial Group LLC918$58.8K0.05%13F-HRTimeline
CVA Family Office, LLC900$57.6K0.01%013F-HRTimeline
Financial Perspectives, Inc855$54.8K0.02%new13F-HRTimeline
Key Financial Inc845$54.1K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…810$51.9K<0.01%013F-HRTimeline
Versant Capital Management, Inc796$51K0.01%+75713F-HRTimeline
AdvisorNet Financial, Inc761$48.7K<0.01%+113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP727$46.6K<0.01%+59213F-HRTimelineGroup
GAMMA Investing LLC696$44.6K<0.01%+13413F-HRTimeline
Avior Wealth Management, LLC630$40.4K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK619$39.6K<0.01%+1513F-HRTimelineGroup
Quent Capital, LLC578$37K<0.01%013F-HRTimeline
CoreCap Advisors, LLC568$36.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.535$34.3K<0.01%+13613F-HRTimeline
QUADRANT CAPITAL GROUP LLC531$34K<0.01%-2713F-HRTimeline
R Squared Ltd470$30.1K0.03%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…453$28.9K<0.01%+4413F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT450$28.8K<0.01%-2113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.434$28K<0.01%+13013F-HRTimelineGroup
Kennebec Savings Bank411$25.7K0.03%-11613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…399$25.6K<0.01%+21013F-HRTimelineGroup
Smartleaf Asset Management LLC387$24.7K<0.01%+5513F-HRTimeline
Steward Partners Investment Advisory, L…344$22K<0.01%+10913F-HRTimeline
NewEdge Advisors, LLC330$21.1K<0.01%013F-HRTimeline
Riverview Trust Co308$19.7K0.02%013F-HRTimeline
UMB Bank, n.a.240$15.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC234$15K<0.01%013F-HRTimeline
IFP Advisors, Inc232$14.9K<0.01%+413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC222$14.2K<0.01%new13F-HRTimeline
YANKCOM Partnership220$14.1K0.01%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management207$13.3K<0.01%new13F-HRTimelineGroup
Covestor Ltd191$12K0.01%013F-HRTimeline
Bell Investment Advisors, Inc167$10.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC156$10K<0.01%13F-HRTimeline
Arax Advisory Partners143$9.16K<0.01%-1813F-HRTimeline
JFS WEALTH ADVISORS, LLC136$8.71K<0.01%-713F-HRTimeline
Brooklyn Investment Group135$8.65K<0.01%+7313F-HRTimeline
Farther Finance Advisors, LLC126$8.07K<0.01%-5913F-HRTimeline
Hemington Wealth Management140$8K<0.01%+4213F-HRTimeline
Parkside Financial Bank & Trust108$6.92K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA108$6.92K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV90$5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC81$5K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC71$4.55K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57$3.65K<0.01%-1513F-HRTimelineGroup
Zions Bancorporation, N.A.45$2.88K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…45$2.88K<0.01%013F-HRTimeline
Red Tortoise LLC44$2.82K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.39$2.5K<0.01%-113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.36$2.31K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.36$2.31K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB35$2.24K<0.01%-3513F-HRTimeline
Capital Advisors, Ltd. LLC27$2K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.29$1.86K<0.01%-613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC29$1.86K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC29$1.86K<0.01%-1313F-HRTimeline
Bruce G. Allen Investments, LLC26$1.67K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC23$1.47K<0.01%013F-HRTimeline
True Wealth Design, LLC18$1.15K<0.01%+213F-HRTimeline
Avion Wealth21$1K<0.01%+413F-HRTimeline
Manchester Capital Management LLC14$897<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC12$769<0.01%013F-HR/ATimeline
Cassady Schiller Wealth Management, LLC9$576<0.01%new13F-HRTimeline
Global Financial Private Client, LLC9$576<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC9$576<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.6$384<0.01%13F-HRTimeline
Valued Wealth Advisors LLC2$129<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$65<0.01%new13F-HRTimeline
AlphaQuest LLC1$64<0.01%-16,06313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.