Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

U-Haul Holding Co /NV/

CIK 0000004457UHALUHAL-B· quarter ending 2026-06-30

Shares outstanding

194,393,495

as of 2026-08-03 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

72,581,480

across share classes — see % per class below

Holders

383

+33 vs 2026-03-31 · 66 new, 33 exited

Value

$4.3B

shares +3.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-08-03)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	CUSIP
Common Class A	UHAL · NYSE	19,224,580	—	—
Nonvoting Common Stock	UHAL.B · NYSE	175,168,915	—	—
Not matched to a class			72,581,480	—	023586506, 023586100

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	023586506	COM SER N	333	63,517,283	—	—	$3.7B	3 call / 1 put	13DG	holders →
	023586100	COM	226	9,064,197	—	—	$593.2M	2 call / 2 put	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (250 of 383 · 023586506, 023586100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	YACKTMAN ASSET MANAGEMENT LP	6,522,586	—	$378.9M	+148,886 (+2.3%)
2	DIMENSIONAL FUND ADVISORS LP	5,367,662	—	$314.9M	+547,647 (+11.4%)
3	BlackRock, Inc.	5,091,287	—	$297.5M	+6,191 (+0.1%)
4	VANGUARD CAPITAL MANAGEMENT LLC	4,825,618	—	$281.7M	+14,864 (+0.3%)
5	FMR LLC	4,227,488	—	$244.0M	-300,186 (-6.6%)
6	VANGUARD PORTFOLIO MANAGEMENT LLC	4,129,050	—	$241.0M	-69,713 (-1.7%)
7	ABRAMS CAPITAL MANAGEMENT, L.P.	3,287,870	—	$190.0M	—
8	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	2,470,586	—	$142.6M	-700,543 (-22.1%)
9	STATE STREET CORP	2,153,107	—	$125.8M	+77,460 (+3.7%)
10	Smead Capital Management, Inc.	2,031,260	—	$117.2M	-115,165 (-5.4%)
11	REINHART PARTNERS, LLC.	1,951,075	—	$112.6M	+118,057 (+6.4%)
12	GEODE CAPITAL MANAGEMENT, LLC	1,881,942	—	$109.6M	-59,048 (-3.0%)
13	D. E. Shaw & Co., Inc.	1,762,470	—	$105.5M	+459,703 (+35.3%)
14	NORGES BANK	1,556,747	—	$94.1M	NEW
15	Scharf Investments, LLC	1,233,501	—	$74.4M	+22,558 (+1.9%)
16	THOMPSON SIEGEL & WALMSLEY LLC	934,250	—	$53.9M	-473,997 (-33.7%)
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	856,339	—	$49.4M	+16,145 (+1.9%)
18	MILLENNIUM MANAGEMENT LLC	807,290	—	$49.8M	+12,008 (+1.5%)
19	STATE OF WISCONSIN INVESTMENT BOARD	755,372	—	$43.6M	+446,304 (+144.4%)
20	VANGUARD FIDUCIARY TRUST CO	689,652	—	$40.3M	+7,870 (+1.2%)
21	Qube Research & Technologies Ltd	671,246	—	$38.7M	+409,675 (+156.6%)
22	Artisan Partners Limited Partnership	622,578	—	$35.9M	-348,085 (-35.9%)
23	Wallace Capital Management Inc.	602,530	—	$35.1M	+13,995 (+2.4%)
24	TWO SIGMA INVESTMENTS, LP	583,933	—	$38.2M	+374,649 (+179.0%)
25	NORTHERN TRUST CORP	582,427	—	$34.0M	-5,989 (-1.0%)
26	MORGAN STANLEY	494,595	—	$29.6M	-19,544 (-3.8%)
27	Bruce & Co., Inc.	489,600	—	$28.8M	-36,300 (-6.9%)
28	Tweedy, Browne Co LLC	462,827	—	$26.7M	-505 (-0.1%)
29	HRT FINANCIAL LP	457,375	—	$27.6M	+211,107 (+85.7%)
30	Quantinno Capital Management LP	404,293	—	$25.9M	+94,560 (+30.5%)
31	Tidal Investments LLC	367,854	—	$21.2M	-21,846 (-5.6%)
32	JACOBS LEVY EQUITY MANAGEMENT, INC	351,018	—	$23.0M	+119,383 (+51.5%)
33	MACKENZIE FINANCIAL CORP	322,538	—	$18.6M	NEW
34	Bank of New York Mellon Corp	317,642	—	$18.5M	+14,331 (+4.7%)
35	Tensile Capital Management LP	316,610	—	$18.3M	-64,785 (-17.0%)
36	GOLDMAN SACHS GROUP INC	312,065	—	$18.8M	-19,429 (-5.9%)
37	AMERICAN CENTURY COMPANIES INC	305,967	—	$17.8M	+154,798 (+102.4%)
38	BANK OF AMERICA CORP /DE/	300,894	—	$17.7M	+48,200 (+19.1%)
39	ROYAL BANK OF CANADA	289,148	—	$16.9M	+7,997 (+2.8%)
40	CITADEL ADVISORS LLC	288,128	—	$17.9M	+145,259 (+101.7%)
41	THIRD AVENUE MANAGEMENT LLC	283,872	—	$16.4M	-503 (-0.2%)
42	Invesco Ltd.	281,345	—	$16.3M	+72,333 (+34.6%)
43	DigitalBridge Group, Inc.	275,961	—	$15.9M	-71,939 (-20.7%)
44	LOS ANGELES CAPITAL MANAGEMENT LLC	269,062	—	$16.2M	+269,034 (+960835.7%)
45	Trexquant Investment LP	268,093	—	$17.1M	+226,698 (+547.6%)
46	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	248,629	—	$14.8M	+208,784 (+524.0%)
47	SYSTEMATIC FINANCIAL MANAGEMENT LP	238,632	—	$13.8M	-6,232 (-2.5%)
48	UBS Group AG	230,889	—	$14.1M	+41,573 (+22.0%)
49	Gotham Asset Management, LLC	221,815	—	$14.5M	+178,329 (+410.1%)
50	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	220,515	—	$12.8M	+9,557 (+4.5%)
51	Swiss National Bank	219,100	—	$12.8M	-5,900 (-2.6%)
52	FULLER & THALER ASSET MANAGEMENT, INC.	218,963	—	$12.6M	+8,261 (+3.9%)
53	Deltroit Asset Management (UK) LLP	212,271	—	$12.2M	+127,853 (+151.5%)
54	Nuveen, LLC	208,709	—	$12.6M	+31,854 (+18.0%)
55	Bayberry Capital Partners LP	185,000	—	$10.7M	-105,000 (-36.2%)
56	NFC Investments, LLC	180,087	—	$10.4M	+1,714 (+1.0%)
57	Edgestream Partners, L.P.	174,884	—	$10.1M	+157,908 (+930.2%)
58	FIRST TRUST ADVISORS LP	169,585	—	$9.8M	-2,810 (-1.6%)
59	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	161,105	—	$8.1M	+105,421 (+189.3%)
60	ENVESTNET ASSET MANAGEMENT INC	158,448	—	$9.7M	-28,423 (-15.2%)
61	ArrowMark Colorado Holdings LLC	155,000	—	$10.1M	-28,800 (-15.7%)
62	Vision Capital Management, Inc.	154,986	—	$8.9M	-2,155 (-1.4%)
63	Midwest Trust Co	151,973	—	$8.8M	-1,879 (-1.2%)
64	Oppenheimer & Close, LLC	143,022	—	$8.3M	+2,345 (+1.7%)
65	WELLS FARGO & COMPANY/MN	142,192	—	$8.2M	-20,233 (-12.5%)
66	Kerrisdale Advisers, LLC	139,946	—	$8.2M	—
67	Orvieto Partners, L.P.	136,362	—	$8.3M	-3,440 (-2.5%)
68	CREDIT INDUSTRIEL ET COMMERCIAL	125,898	—	$7.3M	+21,200 (+20.2%)
69	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	123,676	—	$7.3M	+2,477 (+2.0%)
70	Mraz, Amerine & Associates, Inc.	120,266	—	$7.0M	+3,100 (+2.6%)
71	Applied Fundamental Research, LLC	119,045	—	$6.9M	—
72	SUSQUEHANNA INTERNATIONAL GROUP, LLP	117,470	—	$6.8M	-33,569 (-22.2%)
73	Russell Investments Group, Ltd.	111,885	—	$7.1M	+61,592 (+122.5%)
74	Man Group plc	110,669	—	$6.4M	+48,896 (+79.2%)
75	RAYMOND JAMES FINANCIAL INC	110,300	—	$6.4M	-212,538 (-65.8%)
76	JANE STREET GROUP, LLC	110,227	—	$6.7M	+10,484 (+10.5%)
77	HARBOR CAPITAL ADVISORS, INC.	104,646	—	$6.0M	-15,471 (-12.9%)
78	VANGUARD ASSET MANAGEMENT, Ltd	104,340	—	$6.1M	+6,681 (+6.8%)
79	PRICE T ROWE ASSOCIATES INC /MD/	104,295	—	$6.1M	+8,640 (+9.0%)
80	Capula Management Ltd	101,811	—	$5.9M	NEW
81	FRANKLIN RESOURCES INC	96,856	—	$5.6M	NEW
82	RHUMBLINE ADVISERS	95,963	—	$5.6M	-10,501 (-9.9%)
83	Diversified Investment Strategies, LLC	91,365	—	$5.3M	—
84	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	90,957	—	$5.3M	-2,850 (-3.0%)
85	Universal- Beteiligungs- und Servicegesellschaft mbH	87,884	—	$5.1M	-3,456 (-3.8%)
86	Legal & General Group Plc	87,745	—	$5.1M	+4,087 (+4.9%)
87	AQR CAPITAL MANAGEMENT LLC	86,905	—	$5.3M	-4,504 (-4.9%)
88	BCGM Wealth Management, LLC	85,754	—	$4.9M	+5,093 (+6.3%)
89	NEW YORK STATE COMMON RETIREMENT FUND	83,219	—	$4.9M	-2,400 (-2.8%)
90	Schonfeld Strategic Advisors LLC	78,740	—	$4.8M	+18,224 (+30.1%)
91	BNP PARIBAS FINANCIAL MARKETS	78,487	—	$4.9M	+66,010 (+529.1%)
92	OCCUDO QUANTITATIVE STRATEGIES LP	78,312	—	$4.9M	+13,702 (+21.2%)
93	Point72 Asset Management, L.P.	77,151	—	$5.0M	-13,098 (-14.5%)
94	GAMCO INVESTORS, INC. ET AL	74,003	—	$4.3M	-40 (-0.1%)
95	BARCLAYS PLC	69,225	—	$4.3M	+22,645 (+48.6%)
96	ALGERT GLOBAL LLC	68,460	—	$4.4M	NEW
97	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	67,538	—	$3.9M	+7,964 (+13.4%)
98	XTX Topco Ltd	66,754	—	$4.1M	+13,023 (+24.2%)
99	Squarepoint Ops LLC	65,889	—	$4.0M	+30,620 (+86.8%)
100	JPMORGAN CHASE & CO	64,894	—	$4.3M	-14,749 (-18.5%)
101	STOREBRAND ASSET MANAGEMENT AS	62,511	—	$3.6M	-9,171 (-12.8%)
102	AMERIPRISE FINANCIAL INC	57,533	—	$3.4M	-7,781 (-11.9%)
103	Treasurer of the State of North Carolina	57,128	—	$3.3M	+3,969 (+7.5%)
104	SG Americas Securities, LLC	54,287	—	$3.1M	+36,267 (+201.3%)
105	Skylands Capital, LLC	53,010	—	$3.1M	-34,400 (-39.4%)
106	Jupiter Topco LLC	51,500	—	$3.0M	NEW
107	Logan Stone Capital, LLC	50,089	—	$2.9M	NEW
108	Police & Firemen's Retirement System of New Jersey	49,986	—	$2.9M	+2,454 (+5.2%)
109	INKWELL CAPITAL LLC	48,880	—	$2.8M	-132 (-0.3%)
110	NATIXIS	47,426	—	$2.7M	NEW
111	Vanguard Global Advisers, LLC	47,015	—	$2.7M	-950 (-2.0%)
112	SEI INVESTMENTS CO	45,104	—	$2.8M	-3,925 (-8.0%)
113	KBC Group NV	43,880	—	$2.5M	+1,912 (+4.6%)
114	PRELUDE CAPITAL MANAGEMENT, LLC	43,050	—	$2.5M	-11,850 (-21.6%)
115	ROBOTTI ROBERT	43,000	—	$2.5M	-4,000 (-8.5%)
116	CITIGROUP INC	42,891	—	$2.7M	-318 (-0.7%)
117	Chemistry Wealth Management LLC	42,597	—	$2.5M	+1,277 (+3.1%)
118	ALLIANCEBERNSTEIN L.P.	42,101	—	$1.9M	+5,170 (+14.0%)
119	Ethic Inc.	42,085	—	$2.5M	+1,707 (+4.2%)
120	Ancora Advisors LLC	41,450	—	$2.4M	+7,776 (+23.1%)
121	State of New Jersey Common Pension Fund D	40,347	—	$2.3M	-6,682 (-14.2%)
122	IEQ CAPITAL, LLC	40,206	—	$2.6M	+26,490 (+193.1%)
123	Balyasny Asset Management L.P.	38,963	—	$2.5M	NEW
124	LPL Financial LLC	38,360	—	$2.3M	+1,498 (+4.1%)
125	FIRST FOUNDATION ADVISORS	36,984	—	$2.1M	+7,818 (+26.8%)
126	GRATIA CAPITAL, LLC	36,067	—	$2.1M	-10,433 (-22.4%)
127	Lakewood Asset Management LLC	35,449	—	$2.0M	-163 (-0.5%)
128	INGALLS & SNYDER LLC	35,172	—	$2.1M	-2,536 (-6.7%)
129	Creative Planning	34,743	—	$2.2M	+6,068 (+21.2%)
130	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	34,512	—	$2.0M	-631 (-1.8%)
131	State of Alaska, Department of Revenue	34,025	—	$2.0M	-4,005 (-10.5%)
132	OPPENHEIMER ASSET MANAGEMENT INC.	33,437	—	$1.9M	-2,360 (-6.6%)
133	Summit Trail Advisors, LLC	33,310	—	$2.1M	-21,496 (-39.2%)
134	Handelsbanken Fonder AB	31,300	—	$1.8M	+5,800 (+22.7%)
135	TUDOR INVESTMENT CORP ET AL	31,095	—	$2.0M	+11,097 (+55.5%)
136	MARSHALL WACE, LLP	30,612	—	$2.0M	-106,942 (-77.7%)
137	DARK FOREST CAPITAL MANAGEMENT LP	29,758	—	$1.7M	-2,583 (-8.0%)
138	WORLDQUANT MILLENNIUM ADVISORS LLC	29,564	—	$1.9M	+23,873 (+419.5%)
139	Vanguard Investments Australia, Ltd.	28,625	—	$1.7M	-1,344 (-4.5%)
140	ARIZONA STATE RETIREMENT SYSTEM	27,999	—	$1.6M	-1,085 (-3.7%)
141	Janney Montgomery Scott LLC	27,669	—	$1.6M	-931 (-3.3%)
142	Lighthouse Investment Partners, LLC	27,542	—	$1.8M	-60,998 (-68.9%)
143	Zurcher Kantonalbank (Zurich Cantonalbank)	27,327	—	$1.6M	—
144	OSAIC HOLDINGS, INC.	26,670	—	$1.6M	+13,215 (+98.2%)
145	Gem Investment Advisors, LLC	26,070	—	$1.5M	+5,735 (+28.2%)
146	ASHTON THOMAS SECURITIES, LLC	25,838	—	$1.5M	-7,855 (-23.3%)
147	MANUFACTURERS LIFE INSURANCE COMPANY, THE	25,578	—	$1.5M	-1,384 (-5.1%)
148	RBF Capital, LLC	25,200	—	$1.5M	—
149	KLP KAPITALFORVALTNING AS	25,000	—	$1.5M	—
150	Hyperion Capital Advisors LP	24,973	—	$1.4M	-4,600 (-15.6%)
151	ExodusPoint Capital Management, LP	24,505	—	$1.4M	NEW
152	VOYA INVESTMENT MANAGEMENT LLC	23,799	—	$1.5M	-526 (-2.2%)
153	Corient Private Wealth LP	23,035	—	$1.5M	+10,982 (+91.1%)
154	VARCOV Co.	22,195	—	$1.5M	-7,725 (-25.8%)
155	Institute for Wealth Management, LLC.	21,192	—	$1.2M	+1,090 (+5.4%)
156	AXQ CAPITAL, LP	20,600	—	$1.3M	+7,630 (+58.8%)
157	Federation des caisses Desjardins du Quebec	19,765	—	$1.1M	+12,878 (+187.0%)
158	Virtu Financial LLC	19,398	—	$1.3M	-18,614 (-49.0%)
159	Atria Investments, Inc	18,867	—	$1.1M	-50 (-0.3%)
160	Quantbot Technologies LP	18,509	—	$1.1M	+15,100 (+442.9%)
161	Lodestone Wealth Management LLC	18,194	—	$1.0M	-423 (-2.3%)
162	Camelot Portfolios, LLC	17,082	—	$986K	-1,035 (-5.7%)
163	Catalyst Funds Management Pty Ltd	17,070	—	$985K	+8,570 (+100.8%)
164	DekaBank Deutsche Girozentrale	16,772	—	$737K	—
165	Pictet Asset Management Holding SA	16,180	—	$934K	-995 (-5.8%)
166	&PARTNERS	15,971	—	$922K	+374 (+2.4%)
167	Farringdon Capital, Ltd.	14,770	—	$852K	+5,509 (+59.5%)
168	MCDONALD PARTNERS LLC	14,275	—	$934K	-150 (-1.0%)
169	Frec Markets, Inc.	14,186	—	$849K	NEW
170	NEUBERGER BERMAN GROUP LLC	13,402	—	$773K	NEW
171	Orion Porfolio Solutions, LLC	13,321	—	$769K	-236 (-1.7%)
172	Swiss Life Asset Management Ltd	12,977	—	$749K	+413 (+3.3%)
173	Claret Asset Management Corp	12,814	—	$739K	-45 (-0.3%)
174	Private Capital Management, LLC	12,590	—	$824K	-610 (-4.6%)
175	VICTORY CAPITAL MANAGEMENT INC	12,586	—	$726K	+178 (+1.4%)
176	CANADA LIFE ASSURANCE Co	12,550	—	$737K	—
177	STIFEL FINANCIAL CORP	12,265	—	$708K	-1,630 (-11.7%)
178	CAXTON ASSOCIATES LLP	12,033	—	$787K	+1,651 (+15.9%)
179	Cerity Partners LLC	11,622	—	$696K	-1,668 (-12.6%)
180	Focus Partners Wealth	11,247	—	$736K	+4,765 (+73.5%)
181	Lipe & Dalton	11,135	—	$642K	-1,055 (-8.7%)
182	Engineers Gate Manager LP	11,072	—	$725K	+2,482 (+28.9%)
183	MERCER GLOBAL ADVISORS INC /ADV	10,926	—	$682K	+3,131 (+40.2%)
184	COMMONWEALTH EQUITY SERVICES, LLC	10,686	—	$617K	-180 (-1.7%)
185	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	10,653	—	$615K	—
186	Legacy Wealth Asset Management, LLC	10,652	—	$615K	+343 (+3.3%)
187	BLAIR WILLIAM & CO/IL	10,633	—	$615K	+3,192 (+42.9%)
188	Bristlecone Value Partners, LLC	10,561	—	$609K	—
189	Johnson Financial Group, LLC	10,353	—	$597K	NEW
190	GREENLEAF TRUST	10,013	—	$578K	-1,908 (-16.0%)
191	Clearbridge Investments, LLC	10,000	—	$654K	—
192	Mariner, LLC	9,872	—	$595K	+500 (+5.3%)
193	Inspire Investing, LLC	9,409	—	$616K	NEW
194	Norman Fields, Gottscho Capital Management, LLC	9,235	—	$533K	—
195	TEACHER RETIREMENT SYSTEM OF TEXAS	9,229	—	$533K	+3,874 (+72.3%)
196	Blueshift Asset Management, LLC	9,205	—	$602K	-485 (-5.0%)
197	DEUTSCHE BANK AG\	9,107	—	$528K	+366 (+4.2%)
198	HighTower Advisors, LLC	8,971	—	$555K	+1,883 (+26.6%)
199	Connor, Clark & Lunn Investment Management Ltd.	8,835	—	$546K	NEW
200	Allworth Financial LP	8,770	—	$515K	+111 (+1.3%)
201	CAPSTONE INVESTMENT ADVISORS, LLC	8,681	—	$501K	-1,956 (-18.4%)
202	SHUFRO ROSE & CO LLC	8,590	—	$496K	—
203	Y-Intercept (Hong Kong) Ltd	8,416	—	$486K	NEW
204	Cascade Financial Partners, LLC	8,287	—	$478K	NEW
205	Autumn Glory Partners, LLC	8,252	—	$476K	—
206	GSA CAPITAL PARTNERS LLP	8,167	—	$534K	NEW
207	Campbell & CO Investment Adviser LLC	7,953	—	$459K	NEW
208	XPONANCE LLC	7,800	—	$450K	-3,419 (-30.5%)
209	Vanguard Personalized Indexing Management, LLC	7,759	—	$448K	+1,903 (+32.5%)
210	BANK OF MONTREAL /CAN/	7,686	—	$451K	-255 (-3.2%)
211	Baker Ellis Asset Management LLC	7,500	—	$460K	+2,960 (+65.2%)
212	MGO ONE SEVEN LLC	7,429	—	$486K	-1,051 (-12.4%)
213	Carnegie Lake Advisors LLC	7,420	—	$486K	-125 (-1.7%)
214	DNB Asset Management AS	6,762	—	$390K	—
215	Machina Capital S.A.S.	6,682	—	$386K	NEW
216	Steadtrust LLC	6,680	—	$385K	-500 (-7.0%)
217	NISA INVESTMENT ADVISORS, LLC	6,238	—	$366K	+101 (+1.6%)
218	Red Door Wealth Management, LLC	6,200	—	$358K	—
219	JONES FINANCIAL COMPANIES LLLP	6,178	—	$386K	+2,745 (+80.0%)
220	NATIONAL BANK OF CANADA /FI/	6,153	—	$358K	-4,001 (-39.4%)
221	Fieldview Capital Management, LLC	6,112	—	$353K	-21,477 (-77.8%)
222	Susquehanna Portfolio Strategies, LLC	5,967	—	$344K	NEW
223	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,967	—	$344K	+226 (+3.9%)
224	Aquatic Capital Management LLC	5,718	—	$330K	-11,930 (-67.6%)
225	CIBC Asset Management Inc	5,457	—	$315K	NEW
226	Marble Wealth, LLC	5,395	—	$311K	—
227	Utah Retirement Systems	5,329	—	$307K	—
228	Intellectus Partners, LLC	5,263	—	$344K	—
229	VIAWEALTH, LLC	5,131	—	$296K	—
230	Freestone Grove Partners LP	5,015	—	$289K	-23,118 (-82.2%)
231	Granite Investment Partners, LLC	5,000	—	$289K	NEW
232	Stratos Wealth Partners, LTD.	4,763	—	$275K	NEW
233	Magnetar Financial LLC	4,751	—	$274K	NEW
234	Ellevest, Inc.	4,744	—	$274K	-606 (-11.3%)
235	Composition Wealth, LLC	4,740	—	$273K	-1,192 (-20.1%)
236	AMALGAMATED BANK	4,710	—	$272K	-1,373 (-22.6%)
237	Maryland State Retirement & Pension System	4,687	—	$270K	—
238	Centiva Capital, LP	4,515	—	$261K	NEW
239	INDEPENDENT FINANCIAL GROUP, LLC	4,500	—	$260K	—
240	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	4,274	—	$250K	+3 (+0.1%)
241	Jain Global LLC	4,214	—	$276K	NEW
242	GAMMA Investing LLC	4,160	—	$246K	+283 (+7.3%)
243	Lido Advisors, LLC	4,111	—	$237K	NEW
244	US BANCORP \DE\	4,080	—	$242K	+168 (+4.3%)
245	Net Worth Advisory Group	4,066	—	$266K	-270 (-6.2%)
246	Marex Group Ltd	4,054	—	$265K	NEW
247	PFG Investments, LLC	4,053	—	$234K	NEW
248	Ensign Peak Advisors, Inc	4,049	—	$234K	-550 (-12.0%)
249	Graham Capital Management, L.P.	4,031	—	$264K	NEW
250	Proficio Capital Partners LLC	3,878	—	$224K	NEW

Exited since 2026-03-31 (33 filers; largest 25 shown)

Southpoint Capital Advisors LP	−1,500,000
Ruffer LLP	−299,133
Harspring Capital Management, LLC	−145,000
Old West Investment Management, LLC	−79,320
Estuary Capital Management LP	−64,800
JANUS HENDERSON GROUP PLC	−51,500
TWINBEECH CAPITAL LP	−28,254
HSBC HOLDINGS PLC	−24,874
MIRABELLA FINANCIAL SERVICES LLP	−22,918
FOX RUN MANAGEMENT, L.L.C.	−16,772
INCEPTIONR LLC	−14,840
MAVERICK CAPITAL LTD	−13,621
Entropy Technologies, LP	−9,120
Verition Fund Management LLC	−6,222
Amundi	−5,915
FLOW TRADERS U.S. LLC	−5,913
Dynamic Technology Lab Private Ltd	−5,530
LECAP ASSET MANAGEMENT LTD	−4,772
Holocene Advisors, LP	−4,647
RENAISSANCE TECHNOLOGIES LLC	−4,600
QUADRANT CAPITAL GROUP LLC	−1,962
Aster Capital Management (DIFC) Ltd	−1,784
Opal Wealth Advisors, LLC	−1,058
CWM, LLC	−986
Root Financial Partners, LLC	−564

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.