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Disclosery

UHAL-B U HAUL HOLDING COMPANY

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COM SER N (common), issuer CIK 4457

320 managers (325 13F filers) reported a position in UHAL-B shares at 2025-06-30, 64,097,480 shares in all. 29 filers opened a position and 30 filers sold out during the quarter.

Managers
320
13F filers
325
New
29
Added
132
Reduced
107
Sold out
30
Shares held by filers
64,097,480

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
EntryPoint Capital, LLC5,860$319K0.16%-1,54313F-HRTimeline
CIBC Asset Management Inc5,498$299K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC5,480$298K<0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,464$297K<0.01%+43713F-HRTimelineGroup
Utah Retirement Systems5,329$290K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,164$281K<0.01%+32313F-HRTimeline
HighTower Advisors, LLC4,896$266K<0.01%+1,05913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,787$260K-923Timeline
ROYAL LONDON ASSET MANAGEMENT LTD4,778$260K<0.01%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,744$258K<0.01%+66013F-HRTimelineGroup
Maryland State Retirement & Pension Sys…4,687$255K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,607$250K<0.01%-78513F-HRTimelineGroup
Proficio Capital Partners LLC4,546$247K0.02%+4113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,500$245K0.01%013F-HRTimeline
Sterling Capital Management LLC4,466$243K<0.01%+1,11813F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,453$242K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC4,205$229K0.01%+3,61413F-HRTimeline
CIBC WORLD MARKETS CORP4,042$220K<0.01%-37413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,967$216K<0.01%-1,47613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,881$211K<0.01%-30713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,861$210K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,266$178K<0.01%013F-HRTimelineGroup
KBC Group NVin group KBC Group NV2,982$162K<0.01%+78613F-HRTimelineGroup
LRI Investments, LLC2,866$156K0.01%+713F-HRTimeline
Private Wealth Asset Management, LLC2,720$148K0.02%-1813F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,305$125K0.01%013F-HRTimeline
COMERICA BANK2,241$122K<0.01%+1213F-HRTimeline
Vestcor Inc2,016$110K<0.01%-913F-HRTimeline
Parallel Advisors, LLC1,961$107K<0.01%-913F-HRTimeline
Oslo Pensjonsforsikring AS1,911$104K0.02%+94513F-HRTimeline
Blue Trust, Inc.1,637$89K<0.01%+5913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,597$86.8K0.01%+213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,505$81.8K<0.01%+1,39813F-HRTimelineGroup
SIGNATUREFD, LLC1,368$74.4K<0.01%-6313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,334$73.5K<0.01%+60713F-HRTimelineGroup
Siemens Fonds Invest GmbH1,113$60.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,033$56.1K<0.01%+63513F-HRTimeline
CWM, LLCin group CWM, LLC1,035$56K<0.01%-25613F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.936$50.9K<0.01%-8713F-HRTimelineGroup
CVA Family Office, LLC900$48.9K0.01%-913F-HRTimeline
Financial Perspectives, Inc855$46.5K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC835$45.4K<0.01%new13F-HR/ATimeline
NATIXISin group Natixis Investment Managers751$40.8K<0.01%+60513F-HRTimelineGroup
AdvisorNet Financial, Inc730$39.7K<0.01%-3013F-HRTimeline
Aster Capital Management (DIFC) Ltd729$39.6K0.01%new13F-HRTimeline
Andra AP-fonden700$38.1K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC568$30.9K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.517$28.1K<0.01%-1813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…485$26.4K<0.01%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.434$24K<0.01%+2513F-HRTimelineGroup
Caitong International Asset Management …429$23.3K0.02%+5713F-HRTimeline
OSTRUM ASSET MANAGEMENT417$22.7K<0.01%-1313F-HRTimeline
Kennebec Savings Bank411$22.3K0.02%013F-HRTimeline
SIMPLEX TRADING, LLC423$22K<0.01%+10513F-HRTimeline
PRIVATE TRUST CO NA363$19.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.350$19K<0.01%+8513F-HRTimeline
Steward Partners Investment Advisory, L…344$18.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…330$17.9K<0.01%-1,30113F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…329$17.9K<0.01%+14113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB297$16.1K<0.01%-94613F-HRTimeline
Putney Financial Group LLC297$16.1K0.02%-62113F-HR/ATimeline
NewEdge Advisors, LLC288$15.7K<0.01%013F-HRTimeline
Arax Advisory Partners276$15K<0.01%+11113F-HRTimeline
UMB Bank, n.a.248$13.5K<0.01%+813F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management243$13.2K<0.01%-2513F-HRTimelineGroup
Smartleaf Asset Management LLC231$12.7K<0.01%-15913F-HRTimeline
Glenmede Investment Management, LP234$12.7K<0.01%13F-HRTimeline
YANKCOM Partnership220$12K0.01%013F-HRTimeline
North Star Investment Management Corp.208$11.3K<0.01%+10013F-HRTimeline
Covestor Ltd193$11K0.01%-113F-HRTimeline
Farther Finance Advisors, LLC181$9.84K<0.01%+6513F-HRTimeline
Bell Investment Advisors, Inc176$9.57K<0.01%+913F-HRTimeline
Brooklyn Investment Group170$9.24K<0.01%-15813F-HR/ATimeline
Hemington Wealth Management183$9K<0.01%-2213F-HRTimeline
Golden State Wealth Management, LLC156$8.5K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO135$7.34K<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC135$7.34K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust125$6.8K<0.01%+1713F-HRTimeline
Versant Capital Management, Inc96$5.22K<0.01%-1813F-HRTimeline
JFS WEALTH ADVISORS, LLC93$5.06K<0.01%-3213F-HRTimeline
MassMutual Private Wealth & Trust, FSB84$4.57K<0.01%+3513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV90$4K<0.01%013F-HRTimeline
High Note Wealth, LLC71$3.86K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC69$3.75K<0.01%+4913F-HRTimelineGroup
Fortitude Family Office, LLC57$3.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…56$3.04K<0.01%+1113F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…45$2.45K<0.01%013F-HRTimeline
MAI Capital Management45$2.45K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.45$2.45K<0.01%+913F-HRTimeline
Red Tortoise LLC44$2.39K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.42$2.28K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC40$2.17K<0.01%-2513F-HRTimeline
DiNuzzo Private Wealth, Inc.39$2.12K<0.01%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.36$1.96K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC26$1.41K<0.01%013F-HRTimeline
True Wealth Design, LLC25$1.36K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.19$1.03K<0.01%-713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC18$1K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC18$979<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15$816<0.01%-1613F-HRTimelineGroup
Manchester Capital Management LLC14$762<0.01%013F-HRTimeline
Clearstead Trust, LLC14$762<0.01%-4113F-HRTimeline
Prestige Wealth Management Group LLC12$653<0.01%013F-HR/ATimeline
Tortoise Investment Management, LLC12$652<0.01%new13F-HRTimeline
Cromwell Holdings LLC12$652<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC11$622<0.01%+513F-HRTimeline
IFP Advisors, Inc11$598<0.01%-22113F-HRTimeline
Parkworth Wealth Management, Inc.11$598<0.01%+513F-HRTimeline
Larson Financial Group LLC10$544<0.01%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7$381<0.01%-2713F-HRTimelineGroup
Quaker Wealth Management, LLC7$381<0.01%new13F-HRTimeline
Hughes Financial Services, LLC7$361<0.01%-713F-HRTimeline
Bay Harbor Wealth Management, LLC6$326<0.01%+313F-HRTimeline
American Capital Advisory, LLC5$272<0.01%new13F-HRTimeline
Essential Partners LLC3$163<0.01%13F-HRTimeline
Valued Wealth Advisors LLC2$110<0.01%013F-HRTimeline
LGT Financial Advisors LLC2$109<0.01%new13F-HRTimeline
Avion Wealth9$00%-1213F-HR/ATimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.