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Disclosery

UHAL-B U HAUL HOLDING COMPANY

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COM SER N (common), issuer CIK 4457

331 managers (337 13F filers) reported a position in UHAL-B shares at 2025-09-30, 65,049,428 shares in all. 49 filers opened a position and 34 filers sold out during the quarter.

Managers
331
13F filers
337
New
49
Added
109
Reduced
121
Sold out
34
Shares held by filers
65,049,428

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Farringdon Capital, Ltd.5,867$299K0.08%new13F-HRTimeline
VIAWEALTH, LLC5,760$293K0.16%-30413F-HRTimeline
Janney Capital Management LLC5,756$293K0.02%-14913F-HRTimeline
Quantbot Technologies LP5,746$292K0.01%-4,39713F-HRTimeline
Dana Investment Advisors, Inc.5,590$285K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC5,568$283K<0.01%+8813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,344$272K<0.01%-12013F-HRTimelineGroup
AXQ CAPITAL, LP5,334$272K0.1%-1,44013F-HRTimeline
Utah Retirement Systems5,329$271K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,208$265K0.01%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,200$265K<0.01%new13F-HRTimelineGroup
Baker Ellis Asset Management LLC5,060$258K0.03%-85013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,941$251K<0.01%-1,12513F-HRTimelineGroup
HighTower Advisors, LLC4,850$247K<0.01%-4613F-HRTimeline
Corient Private Wealth LPgroup of 2 filers holding4,735$241K-12,677Timeline
Maryland State Retirement & Pension Sys…4,687$239K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…4,618$235K<0.01%+1113F-HRTimelineGroup
Investment Management Corp of Ontario4,533$231K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,500$229K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC4,430$225K<0.01%-73413F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,337$221K<0.01%-11613F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,307$219K<0.01%-14,83913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,175$213K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,036$205K<0.01%+17513F-HRTimelineGroup
Aaron Wealth Advisors LLC3,969$202K0.01%new13F-HRTimeline
BSW Wealth Partners3,957$201K0.03%new13F-HRTimeline
Sterling Capital Management LLC3,929$200K<0.01%-53713F-HRTimeline
AE Wealth Management LLC3,916$199K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,841$196K<0.01%-4013F-HRTimelineGroup
ROYAL LONDON ASSET MANAGEMENT LTD3,778$192K<0.01%-1,00013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…3,510$179K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\3,249$165K<0.01%-1713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,003$153K<0.01%-96413F-HRTimelineGroup
GAMMA Investing LLC2,872$146K0.01%-1,33313F-HRTimeline
LRI Investments, LLC2,578$131K0.01%-28813F-HRTimeline
STRS OHIO2,418$123K<0.01%-32,70113F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,315$118K0.01%+1013F-HRTimeline
COMERICA BANK2,164$110K<0.01%-7713F-HRTimeline
Vestcor Inc2,016$103K<0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS1,911$97.3K0.01%013F-HRTimeline
Blue Trust, Inc.1,829$93.1K<0.01%+19213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,809$92.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,714$87.2K<0.01%-24713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,598$81.4K0.01%+113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,585$80.7K<0.01%+1,25513F-HRTimelineGroup
SIMPLEX TRADING, LLC1,404$71K<0.01%+98113F-HRTimeline
SIGNATUREFD, LLC1,368$69.6K<0.01%013F-HRTimeline
Siemens Fonds Invest GmbH1,359$69.2K<0.01%+24613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,334$68.7K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,250$64K<0.01%+21513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,167$59.4K<0.01%-33813F-HRTimelineGroup
FINANCIAL CONSULATE, INC972$49.5K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.941$47.9K<0.01%+513F-HRTimelineGroup
NATIXISin group Natixis Investment Managers906$46.1K<0.01%+15513F-HRTimelineGroup
CVA Family Office, LLC900$45.8K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…865$44K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc855$43.5K0.01%013F-HRTimeline
AdvisorNet Financial, Inc721$36.7K<0.01%-913F-HRTimeline
CoreCap Advisors, LLC568$28.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC553$28.1K<0.01%+37213F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.503$26K<0.01%+6913F-HRTimelineGroup
Wealthspire Advisors, LLC464$23.6K<0.01%new13F-HRTimeline
Kennebec Savings Bank411$20.9K0.02%013F-HRTimeline
OSTRUM ASSET MANAGEMENT404$20.6K<0.01%-1313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management397$20.2K<0.01%+15413F-HRTimelineGroup
Private Wealth Asset Management, LLC387$19.7K<0.01%-2,33313F-HRTimeline
PRIVATE TRUST CO NA363$18.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.350$17.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…344$17.5K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB297$15.1K<0.01%013F-HR/ATimeline
NewEdge Advisors, LLC288$14.7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC280$14.5K<0.01%+4913F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…277$14.3K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC276$14K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…248$12.6K<0.01%-8113F-HRTimelineGroup
Quent Capital, LLC227$11.6K<0.01%new13F-HRTimeline
YANKCOM Partnership220$11.2K0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…210$10.7K<0.01%-27513F-HRTimelineGroup
Caitong International Asset Management …199$10.1K0.01%-23013F-HRTimeline
Covestor Ltd193$10K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC188$9.57K<0.01%+11913F-HRTimelineGroup
Golden State Wealth Management, LLC156$7.97K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc137$6.97K<0.01%-3913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO135$6.87K<0.01%013F-HRTimelineGroup
UMB Bank, n.a.120$6.11K<0.01%-12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust108$5.5K<0.01%-1713F-HRTimeline
MAI Capital Management100$5.09K<0.01%+5513F-HRTimeline
Hemington Wealth Management106$5K<0.01%-7713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV90$4K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC73$3.72K<0.01%-2013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…71$3.61K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.71$3.61K<0.01%+2913F-HRTimeline
High Note Wealth, LLC71$3.61K<0.01%013F-HRTimeline
North Star Investment Management Corp.70$3.56K<0.01%-13813F-HRTimeline
Versant Capital Management, Inc67$3.41K<0.01%-2913F-HRTimeline
Global Retirement Partners, LLC67$3.41K<0.01%new13F-HRTimeline
Westfuller Advisors, LLC63$3.21K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC61$3.1K<0.01%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC67$3K<0.01%new13F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…45$2.29K<0.01%013F-HRTimeline
Red Tortoise LLC44$2.24K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.36$1.88K<0.01%-313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.36$1.83K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB35$1.78K<0.01%-4913F-HRTimeline
Marquette Asset Management, LLC33$1.68K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC26$1.32K<0.01%013F-HRTimeline
Clearstead Advisors, LLC25$1.27K<0.01%new13F-HRTimeline
Cloud Capital Management, LLC29$1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.18$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Advisors, Ltd. LLC18$1K<0.01%013F-HRTimeline
Guerra Advisors Inc15$764<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC12$611<0.01%013F-HR/ATimeline
Cromwell Holdings LLC12$611<0.01%013F-HRTimeline
IFP Advisors, Inc11$560<0.01%013F-HR/ATimeline
Bogart Wealth, LLC10$509<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.10$509<0.01%-913F-HRTimeline
Hughes Financial Services, LLC10$479<0.01%+313F-HRTimeline
Private Wealth Management Group, LLC9$459<0.01%-3113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…9$458<0.01%-4713F-HRTimeline
Rialto Wealth Management, LLC8$408<0.01%-1013F-HRTimeline
HFM Investment Advisors, LLC7$364<0.01%-413F-HRTimeline
Bay Harbor Wealth Management, LLC6$305<0.01%013F-HRTimeline
Essential Partners LLC6$305<0.01%+313F-HRTimeline
Seneschal Advisors, LLC3$153<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC2$103<0.01%013F-HRTimeline
True Wealth Design, LLC2$102<0.01%-2313F-HRTimeline
American Capital Advisory, LLC2$102<0.01%-313F-HRTimeline
Principia Wealth Advisory, LLC2$102<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1$51<0.01%new13F-HRTimeline
AlphaQuest LLC1$51<0.01%new13F-HRTimeline
Avion Wealth18$00%+913F-HRTimelineValue filed as zero, left out of ratios.