LPL Financial LLC

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

CIK 1403438 FORT MILL, SC

Back to UHAL Full portfolio

Position in UHAL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,282,621

+$608,902 QoQ

Shares Held

38,360

+4.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#114

of 330 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Common Shares in UHAL Over Time

Shares Held

Position Value (USD)

Position in Rental & Leasing Services

Industrials · as of Jun 30, 2026

LPL Financial LLC holds $211,728,301 across 15 Rental & Leasing Services names. UHAL ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	URI	United Rentals, Inc.	157,092	$177,967,955
2	AER	AerCap Holdings N.V.	78,715	$11,475,072
3	R	Ryder System Inc	27,863	$7,349,423
4	GATX	Gatx Corp	13,497	$2,391,533
5	UHAL	U-Haul Holding Co /NV/ This page	38,360	$2,282,621
6	HRI	Herc Holdings Inc	15,371	$2,203,279
7	SUNB	Sunbelt Rentals Holdings, Inc.	27,837	$2,082,485
8	CAR	Avis Budget Group, Inc.	9,693	$1,432,916

All Filings in UHAL

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 UHAL-B	$1,697,130	29,413	+4.5%	Shares	Sole	2026-08-07
2026-06-30	$585,491	8,947	+2.7%	Shares	Sole	2026-08-07
2026-03-31 UHAL-B	$1,257,460	28,150	-22.9%	Shares	Sole	2026-05-06
2026-03-31	$416,259	8,712	-16.6%	Shares	Sole	2026-05-06
2025-12-31 UHAL-B	$1,705,589	36,491	+8.5%	Shares	Sole	2026-02-11
2025-12-31	$526,431	10,443	-23.5%	Shares	Sole	2026-02-11
2025-09-30 UHAL-B	$1,711,258	33,620	-8.3%	Shares	Sole	2025-11-12
2025-09-30	$779,119	13,652	+113.9%	Shares	Sole	2025-11-12
2025-06-30 UHAL-B	$1,992,551	36,648	+8.6%	Shares	Sole	2025-08-12
2025-06-30	$386,493	6,382	+13.4%	Shares	Sole	2025-08-12
2025-03-31 UHAL-B	$1,996,200	33,731	-12.8%	Shares	Sole	2025-05-07
2025-03-31	$367,911	5,629	-91.9%	Shares	Sole	2025-05-07
2024-12-31 UHAL-B	$2,478,927	38,703	+1.0%	Shares	Sole	2025-02-11
2024-12-31	$4,819,027	69,750	+1357.7%	Shares	Sole	2025-02-11
2024-09-30 UHAL-B	$2,759,904	38,332	+4.3%	Shares	Sole	2024-11-08
2024-09-30	$370,741	4,785	+2.2%	Shares	Sole	2024-11-08
2024-06-30 UHAL-B	$2,205,674	36,749	+5.5%	Shares	Sole	2024-08-07
2024-06-30	$289,143	4,684	-3.7%	Shares	Sole	2024-08-07
2024-03-31 UHAL-B	$2,323,197	34,841	-1.2%	Shares	Sole	2024-05-10
2024-03-31	$328,649	4,866	+13.1%	Shares	Sole	2024-05-10
2023-12-31 UHAL-B	$2,483,996	35,264	+8.9%	Shares	Sole	2024-02-14
2023-12-31	$309,027	4,304	-52.6%	Shares	Sole	2024-02-14
2023-09-30 UHAL-B	$1,696,440	32,381	+19.1%	Shares	Sole	2023-11-13
2023-09-30	$495,113	9,073	+302.5%	Shares	Sole	2023-11-13
2023-06-30 UHAL-B	$1,377,261	27,181	+16.6%	Shares	Sole	2023-07-31
2023-03-31 UHAL-B	$1,209,090	23,319	-0.5%	Shares	Sole	2023-05-10
2022-12-31 UHAL-B	$1,289,061	23,446	—	Shares	Sole	2023-02-07
2022-09-30	$1,147,781	2,254	+6.9%	Shares	Sole	2022-11-14
2022-06-30	$1,008,587	2,109	+11.2%	Shares	Sole	2022-08-12
2022-03-31	$1,131,798	1,896	-1.8%	Shares	Sole	2022-05-16
2021-12-31	$1,401,623	1,930	+13.9%	Shares	Sole	2022-02-14
2021-09-30	$1,094,374	1,694	+56.3%	Shares	Sole	2021-11-15
2021-06-30	$638,909	1,084	-17.9%	Shares	Sole	2021-08-13
2021-03-31	$808,632	1,320	-3.9%	Shares	Sole	2021-05-14
2020-12-31	$623,287	1,373	+9.8%	Shares	Sole	2021-02-12
2020-09-30	$445,330	1,251	+67.7%	Shares	Sole	2020-11-09
2020-06-30	$225,433	746	-6.8%	Shares	Sole	2020-08-13
2020-03-31	$232,440	800	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.