UHAL-B · U-Haul Holding Co · Holdings

$50.02 +0.42 (+0.84%)

Russell 1000 member Rebalance outlook locked

Market Cap

$10.96B

194.39M

Volume · Oct 22 149.29K Avg daily vol (3M) 311.63K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of UHAL-B: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 51

Total Value: $228,649,581

Total Shares: 4,326,388

Institutional Ownership Trend

16 quarters

Superinvestors Holding UHAL-B

All superinvestors →

Stephen Yacktman $378,871,622 David Abrams $189,991,842 Tweedy Browne $26,705,117 Joel Greenblatt $14,515,573 Mario Gabelli $4,326,784

Holder Concentration

Across 51 13F filers · Δ vs Jun 30, 2026

Top Holder

46.4%

+36.6 pts

Top 5

96.0%

+58.0 pts

Top 10

98.3%

+39.1 pts

HHI

4,154

Highly concentrated+3,721

Who Holds UHAL-B

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 335 filers, like-for-like change -0.6%; actively managed books -1.8%; index-like books +2.6%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	63.7%	180	-4.4%	36	14
Exempt adviser	1.3%	6	+146.6%	3	2
Adviser	1.7%	8	+2.6%	1	0
Bank	5.8%	19	+3.3%	1	0
Insurer	0.0%	2	-73.7%	1	0
Broker-dealer	0.0%	1	+4.5%	0	0
Benefit plan	1.6%	6	+82.3%	0	0
Non-US	1.8%	8	+119.7%	2	0
Holding company	14.9%	7	-3.4%	1	1
Unknown	9.1%	98	+11.8%	12	7

Style	Share	Filers	Change	New	Exited
Index-like	28.3%	37	+2.6%	0	2
Systematic-like	4.8%	22	+35.1%	3	4
Concentrated	10.2%	73	-14.2%	18	7
Diversified active	56.6%	203	-1.5%	36	11
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	60.2%	212	+1.0%	31	11
Medium turnover	17.6%	64	-5.7%	12	1
High turnover	6.0%	33	-8.3%	9	12
Unknown	16.2%	26	+2.4%	5	0
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	15.4%	41	-8.8%	12	7
Medium horizon	9.5%	55	-1.1%	11	4
Long horizon	72.8%	229	+1.1%	32	10
Unknown	2.3%	10	+9.2%	2	3
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	6.0%	102	-4.9%	18	10
$1B to $10B	27.3%	84	-8.4%	20	9
$10B to $100B	11.6%	84	+9.8%	17	3
$100B or more	55.0%	65	+2.2%	2	2
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	2.5%	105	+3.4%	22	6
Pooled investment vehicles	8.3%	28	-12.5%	6	7
Registered funds and BDCs	45.5%	18	-2.9%	1	0
Pension and profit sharing plans	0.0%	1	+1.9%	0	0
Insurance companies	0.0%	2	-17.2%	0	0
Charitable organizations	0.0%	2	-1.5%	0	0
Governments and sovereign funds	0.3%	4	+69.5%	3	0
Corporations	0.1%	1	+23.1%	0	0
Other investment advisers	0.1%	5	+134.2%	1	0
Diversified	6.9%	14	-8.1%	3	1
Unknown	36.3%	155	+7.0%	21	10

Private funds	Share	Filers	Change	New	Exited
Hedge funds	28.1%	52	-8.8%	13	9
Private equity funds	0.1%	10	+20.8%	2	0
Venture capital funds	0.0%	1	+6.0%	0	0
Real estate funds	0.0%	3	-8.2%	0	1
Liquidity funds	0.0%	1	new	1	0
Securitized asset funds	0.3%	1	+3.3%	0	0
Other private funds	8.5%	12	+8.3%	4	1
Mixed private funds	0.1%	1	+14.0%	0	0
Private funds, type not stated	0.2%	3	+254.0%	1	1
No private funds	27.7%	101	-0.7%	18	4
Unknown	35.0%	150	+4.6%	18	8

Location	Share	Filers	Change	New	Exited
United States	93.8%	286	-2.3%	45	18
Outside the US	6.2%	49	+50.6%	12	6

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 5 holders with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

334 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

2.99% of filers hold it in their top 10

Mar 31, 2026: 8

Holders above 5%

median weight 0.003%

Mar 31, 2026: 2

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

59.3%

of 13F shares, Herfindahl 0.043

Active holders

-1.8%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 11.0 quarters

Under 1 year 20.2% 1 to 3 years 16.3% 3 years or more 63.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$51.62

estimated per share

Mar 31, 2026: $53.17

Quarter-end price

$57.68

implied by 13F values

Estimated gain or loss

+11.7%

price against the estimated cost

Estimated at a loss

6.60%

of costed 13F value

Estimated cost covers 16.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies UHAL-B's active holders also own, quarter ended Jun 30, 2026

#	Company	Shared holders	Similarity
1	LBTYA Liberty Global Ltd.	7	0.150
2	PPLI People Inc	6	0.138
3	LEN Lennar Corp	13	0.136
4	AD Array Digital Infrastructure, Inc.	3	0.121
5	DEC Diversified Energy Co	3	0.121
6	HLMN Hillman Solutions Corp.	4	0.117
7	CENT Central Garden & Pet Co	3	0.116
8	IIIN Insteel Industries Inc	3	0.116
9	LLYVA Liberty Live Holdings, Inc.	6	0.110
10	NWSA News Corp	6	0.107

Shareholder Targets

13F filers that own its peers but not UHAL-B, quarter ended Jun 30, 2026

Found through its holder-overlap peers: LBTYA, PPLI, LEN, AD, DEC, HLMN, CENT, IIIN, LLYVA, NWSA, GHC, FPH, JOUT, NVR, ZTS, UAA, CACC, FHB, LBRDK, MATW. 1,894 filers in all.

#	Filer	In peers	Of book	Largest peers
1	Berkshire Hathaway Inc Insurer, Concentrated	$2,912,005,584 3 held	0.970%	LLYVA, LEN, NVR
2	EAGLE CAPITAL MANAGEMENT LLC Registered adviser, Diversified active	$1,194,970,991 2 held	3.65%	LEN, LBRDK
3	Capital Research Global Investors Adviser, Diversified active	$1,186,815,771 2 held	0.160%	NVR, ZTS
4	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active	$1,142,064,009 1 held	0.780%	ZTS
5	PRINCIPAL FINANCIAL GROUP INC Insurer, Diversified active	$1,124,001,968 12 held	0.560%	NVR, LEN, LLYVA
6	WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active	$1,109,182,349 7 held	0.190%	ZTS, NVR, CACC
7	T. Rowe Price Investment Management, Inc. Adviser, Diversified active	$1,092,812,509 2 held	0.720%	LLYVA, UAA
8	GREENHAVEN ASSOCIATES INC Adviser, Concentrated	$1,056,305,759 1 held	13.8%	LEN
9	Independent Franchise Partners LLP Registered adviser, Concentrated	$1,049,620,131 1 held	6.89%	NWSA
10	Prescott General Partners LLC Adviser, Concentrated	$944,192,449 2 held	48.3%	CACC, LEN

Fund Ownership of UHAL-B by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 9,384,729 shares.

Fund type	Shares	Funds
Index funds	158,119	7
Index ETFs	9,226,610	21
Active ETFs	549	1
Active funds	1,071,638	9
Unclassified	370,554	3
All registered funds	10,827,470	41

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -284

Institutional value: -93.8%

Shares held: -93.2%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Mid Y-Intercept (Hong Kong) Ltd	+10,650	19,066
Mid IFP Advisors, Inc	+2,042	2,046
Large NISA INVESTMENT ADVISORS, LLC	+1,906	7,416
Mid Versant Capital Management, Inc	+438	1,265
Mid Atria Investments, Inc	+346	19,213

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small Skylands Capital, LLC	−31,250	19,715
Mid Smead Capital Management, Inc.	−25,972	2,005,288
Mid REINHART PARTNERS, LLC.	−20,023	1,931,052
Small Vision Capital Management, Inc.	−13,771	141,215
Large ASSETMARK, INC	−362	1,036

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid Oak Thistle LLC	24,269	$1,282,616
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6,530	$345,110
Small DIVERSIFIED MANAGEMENT INC	4,441	$234,706
Large TD Waterhouse Canada Inc.	971	$51,317
Mid Root Financial Partners, LLC	792	$41,857

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid Blue Trust, Inc.	113	$6,520
Small LifeSteps Financial, Inc.	63	$3,635
Small Cornerstone Planning Group LLC	22	$1,269

Filter: New 10 Increased 15 Reduced 7 Sold out 3 Unchanged 18

Holder type: Registered adviser 36 Exempt adviser 1 Unknown 14

Showing 51 of 51

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Smead Capital Management, Inc. UHAL-B

$105,979,470

46.35%

2,005,288

REINHART PARTNERS, LLC. UHAL-B

$102,056,098

44.63%

1,931,052

Vision Capital Management, Inc. UHAL-B

$7,463,211

3.26%

141,215

Chemistry Wealth Management LLC UHAL-B

$2,251,462

0.98%

42,601

State of Alaska, Department of Revenue UHAL-B

$1,798,221

0.79%

34,025

Oak Thistle LLC UHAL-B

$1,282,616

0.56%

24,269

Skylands Capital, LLC UHAL-B

$1,041,937

0.46%

19,715

Atria Investments, Inc UHAL-B

$1,015,407

0.44%

19,213

Y-Intercept (Hong Kong) Ltd UHAL-B

$1,007,638

0.44%

19,066

Lodestone Wealth Management LLC UHAL-B

$963,032

0.42%

18,222

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	18,204	$962,081	99.9%	Sole
Held directly	18	$951	0.1%	Sole

Lipe & Dalton UHAL-B

$588,484

0.26%

11,135

Legacy Wealth Asset Management, LLC UHAL-B

$565,600

0.25%

10,702

Norman Fields, Gottscho Capital Management, LLC UHAL-B

$488,069

0.21%

9,235

NISA INVESTMENT ADVISORS, LLC UHAL-B

$391,935

0.17%

7,416

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UHAL-B

$345,110

0.15%

6,530

INDEPENDENT FINANCIAL GROUP, LLC UHAL-B

$237,825

0.10%

4,500

DIVERSIFIED MANAGEMENT INC UHAL-B

$234,706

0.10%

4,441

Baker Ellis Asset Management LLC UHAL-B

$213,514

0.09%

4,040

GAMMA Investing LLC UHAL-B

$185,609

0.08%

3,512

IFP Advisors, Inc UHAL-B

$108,131

0.05%

2,046

Versant Capital Management, Inc UHAL-B

$66,855

0.03%

1,265

ASSETMARK, INC UHAL-B

$54,752

0.02%

1,036

TD Waterhouse Canada Inc. UHAL-B

$51,317

0.02%

971

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	971	$51,317	100.0%	Defined

Farther Finance Advisors, LLC UHAL-B

$48,304

0.02%

914

Root Financial Partners, LLC UHAL-B

$41,857

0.02%

792

CoreCap Advisors, LLC UHAL-B

$31,868

0.01%

603

PRIVATE TRUST CO NA UHAL-B

$20,030

0.01%

379

ELEVATION WEALTH PARTNERS, LLC UHAL-B

$19,448

0.01%

368

Daytona Street Capital LLC UHAL-B

$19,026

0.01%

360

Fortitude Family Office, LLC UHAL-B

$15,802

0.01%

299

YANKCOM Partnership UHAL-B

$11,627

0.01%

220

MATHER GROUP, LLC. UHAL-B

$9,195

0.00%

174

MassMutual Private Wealth & Trust, FSB UHAL-B

$7,557

0.00%

143

Pinnacle Bancorp, Inc. UHAL-B

$6,130

0.00%

116

Private Wealth Management Group, LLC UHAL-B

$5,707

0.00%

108

Owl Creek Wealth Partners LLC UHAL-B

$3,963

0.00%

Strengthening Families & Communities, LLC UHAL-B

$2,853

0.00%

Activest Wealth Management UHAL-B

$2,695

0.00%

Ares Financial Consulting, LLC UHAL-B

$2,378

0.00%

Essential Partners LLC UHAL-B

$2,008

0.00%

UMB Private Wealth Management, LLC UHAL-B

$1,955

0.00%

DiNuzzo Private Wealth, Inc. UHAL-B

$1,744

0.00%

Planning Strategies Inc. UHAL-B

$1,374

0.00%

Physician Wealth Advisors, Inc. UHAL-B

$634

0.00%

James T. Borello RIA UHAL-B

$581

0.00%

True Wealth Design, LLC UHAL-B

$581

0.00%

Marquette Asset Management, LLC UHAL-B

$475

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. UHAL-B

$475

0.00%

NFSG Corp UHAL-B

$158

0.00%

MARYLAND CAPITAL ADVISORS INC. UHAL-B

$105

0.00%

GILPIN WEALTH MANAGEMENT, LLC UHAL-B

$52

0.00%

Key facts CIK 4457 CUSIP 023586100 13F (30d) 61 filings 52 filers Visit website Investor relations