Skip to main content

FIRST TRUST ADVISORS LP

Position in UHAL — U-Haul Holding Co /NV/

CIK 1125816 Wheaton, IL

Position in UHAL

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$9,785,054
+$2,084,170 QoQ
Shares Held
169,585
-1.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 330 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

FIRST TRUST ADVISORS LP holds $604,554,557 across 14 Rental & Leasing Services names. UHAL ranks #10 (1.6% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in UHAL

Export CSV
27 filing rows on record
Report Date Value (USD) Shares
2026-06-30 UHAL-B $9,785,054 169,585
2026-03-31 UHAL-B $7,700,884 172,395
2025-12-31 UHAL-B $6,848,204 146,517
2025-09-30 UHAL-B $5,708,536 112,152
2025-06-30 UHAL-B $5,288,569 97,270
2025-06-30 $261,134 4,312
2025-03-31 UHAL-B $7,518,996 127,053
2024-12-31 UHAL-B $13,808,411 215,588
2024-09-30 UHAL-B $30,806,352 427,866
2024-06-30 UHAL-B $22,522,865 375,256
2024-03-31 UHAL-B $15,851,036 237,718
2023-12-31 UHAL-B $5,528,342 78,483
2023-09-30 $16,328,489 299,221
2023-06-30 $15,386,594 278,138
2023-03-31 $4,691,591 78,652
2022-12-31 $8,601,512 142,906
2022-09-30 $7,840,460 15,397
2022-06-30 $7,916,619 16,554
2022-03-31 $21,335,829 35,742
2021-12-31 $31,707,201 43,660
2021-09-30 $28,346,504 43,878
2021-06-30 $31,983,791 54,265
2021-03-31 $32,723,866 53,418
2020-12-31 $19,092,649 42,058
2020-09-30 $15,310,699 43,010
2020-06-30 $4,256,950 14,087
2020-03-31 $3,775,987 12,996