UHAL-B · U-Haul Holding Co /NV/ · Shareholders & Ownership
$49.91
+0.41 (+0.83%)
At close · Oct 20
Return incl. dividend (before tax)
Market Cap
$10.80B
Shares
194.39M
Volume · Oct 20
256.94K
Avg daily vol (3M)
311.55K
Every disclosed holder of UHAL-B in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns UHAL-B
13F quarter Sep 30, 2026; this listing alone: insiders and shares outstanding are issuer-wide, so they are left outNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 4,280,406 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 9,275,390 | — |
| Registered funds (N-PORT, not summed) | 13,889,000 | — |
% Out is unavailable: shares outstanding is an issuer-wide count, not one listing's.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of UHAL-B
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
VANGUARD GROUP INC
13G
CIK 102909 · Registered investment adviser · Dec 29, 2023
Rule 13d-1(b), qualified institution
|
9,275,390 | ||
| 2 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,981,916 | ||
| 3 |
VANGUARD SMALL-CAP INDEX FUND
Fund
S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
2,220,853 | ||
| 4 |
Smead Capital Management, Inc.
13F
CIK 1427008 · Registered investment adviser · Sep 30, 2026
|
2,005,288 | ||
| 5 |
REINHART PARTNERS, LLC.
13F
CIK 1080298 · Registered investment adviser · Sep 30, 2026
|
1,931,052 | ||
| 6 |
VANGUARD SMALL-CAP VALUE INDEX FUND
Fund
S000002847 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,409,874 | ||
| 7 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
1,242,031 | ||
| 8 |
Dimensional U.S. Targeted Value ETF
Fund
S000070901 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
509,645 | ||
| 9 |
Hotchkis and Wiley Small Cap Value Fund
Fund
S000006215 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
455,500 | ||
| 10 |
iShares Russell Mid-Cap ETF
Fund
S000004338 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
415,338 | ||
| 11 |
Fidelity Mid Cap Index Fund
Fund
S000033637 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
383,150 | ||
| 12 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
366,802 | ||
| 13 |
Scharf ETF
Fund
S000093304 · Registered fund · Jun 30, 2026
Advisors Series Trust, not summed
|
306,335 | ||
| 14 |
iShares U.S. Transportation ETF
Fund
S000004331 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
286,765 | ||
| 15 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
273,508 | ||
| 16 |
Hotchkis & Wiley Opportunities Fund
Fund
S000006216 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
245,600 | ||
| 17 |
Dimensional U.S. Small Cap ETF
Fund
S000070906 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
224,502 | ||
| 18 |
iShares Russell 1000 Value ETF
Fund
S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
214,622 | ||
| 19 |
Scharf Fund
Fund
S000035415 · Registered fund · Jun 30, 2025
Advisors Series Trust, not summed
|
194,285 | ||
| 20 |
State Street(R) SPDR(R) S&P(R) Transportation ETF
Fund
S000012324 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
|
158,862 | ||
| 21 |
iShares Russell Mid-Cap Value ETF
Fund
S000004335 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
147,487 | ||
| 22 |
Vision Capital Management, Inc.
13F
CIK 1417889 · Registered investment adviser · Sep 30, 2026
|
141,215 | ||
| 23 |
Hotchkis and Wiley Mid-Cap Value Fund
Fund
S000006214 · Registered fund · Jun 30, 2026
HOTCHKIS & WILEY FUNDS/DE/, not summed
|
141,200 | ||
| 24 |
FULLERTHALER BEHAVIORAL MID-CAP VALUE
Fund
S000060087 · Registered fund · Jun 30, 2026
Capitol Series Trust, not summed
|
139,245 | ||
| 25 |
Dimensional U.S. Marketwide Value ETF
Fund
S000075030 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
129,947 | ||
| 26 |
iShares Core S&P Total U.S. Stock Market ETF
Fund
S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
129,515 | ||
| 27 |
Invesco S&P Spin-Off ETF
Fund
S000060807 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
120,731 | ||
| 28 |
John Hancock Multifactor Mid Cap ETF
Fund
S000050079 · Registered fund · Jun 30, 2026
John Hancock Exchange-Traded Fund Trust, not summed
|
84,037 | ||
| 29 |
iShares Russell 1000 ETF
Fund
S000004347 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
70,211 | ||
| 30 |
Scharf Global Opportunity ETF
Fund
S000093305 · Registered fund · Jun 30, 2026
Advisors Series Trust, not summed
|
61,519 | ||
| 31 |
VANGUARD TOTAL WORLD STOCK INDEX FUND
Fund
S000022482 · Registered fund · Jul 31, 2026
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS, not summed
|
61,418 | ||
| 32 |
First Trust Mid Cap Core AlphaDEX Fund
Fund
S000017338 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
53,553 | ||
| 33 |
iShares Russell 2500 ETF
Fund
S000057567 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
49,002 | ||
| 34 |
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
Fund
S000002855 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
|
46,347 | ||
| 35 |
Chemistry Wealth Management LLC
13F
CIK 1910183 · Registered investment adviser · Sep 30, 2026
|
42,601 | ||
| 36 |
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Fund
S000068165 · Registered fund · Jul 31, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
|
42,520 | ||
| 37 |
First Trust Consumer Discretionary AlphaDEX Fund
Fund
S000017696 · Registered fund · Jul 31, 2026
First Trust Exchange-Traded AlphaDEX Fund, not summed
|
40,023 | ||
| 38 |
Dimensional US Core Equity Market ETF
Fund
S000069432 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
39,305 | ||
| 39 |
Fidelity Large Cap Value Index Fund
Fund
S000054096 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
37,960 | ||
| 40 |
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
Fund
S000050332 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
|
36,596 | ||
| 41 |
Invesco RAFI US 1000 ETF
Fund
S000011995 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
|
34,723 | ||
| 42 |
State of Alaska, Department of Revenue
13F
CIK 1370102 · Unknown · Sep 30, 2026
|
34,025 | ||
| 43 |
Fidelity MSCI Industrials Index ETF
Fund
S000042576 · Registered fund · Jul 31, 2026
FIDELITY COVINGTON TRUST, not summed
|
33,322 | ||
| 44 |
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
Fund
S000004384 · Registered fund · Jun 30, 2026
VANGUARD TAX-MANAGED FUNDS, not summed
|
33,300 | ||
| 45 |
Fidelity Series Large Cap Value Index Fund
Fund
S000042625 · Registered fund · Jul 31, 2026
Fidelity Salem Street Trust, not summed
|
32,357 | ||
| 46 |
iShares Russell Mid-Cap Growth ETF
Fund
S000004336 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
30,981 | ||
| 47 |
Dimensional U.S. Equity Market ETF
Fund
S000070902 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
28,441 | ||
| 48 |
iShares Russell 3000 ETF
Fund
S000004341 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
26,835 | ||
| 49 |
iShares MSCI USA Small-Cap Min Vol Factor ETF
Fund
S000054723 · Registered fund · Jul 31, 2026
iShares Trust, not summed
|
21,459 | ||
| 50 |
iShares Russell 1000 Growth ETF
Fund
S000004346 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
20,016 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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