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

9,064,197

across share classes — see % per class below

Holders

226

+22 vs 2026-03-31 · 49 new, 27 exited

Value

$593.2M

shares +24.1% 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 (226 of 226 · 023586100)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	DIMENSIONAL FUND ADVISORS LP	664,394	—	$43.5M	+154,297 (+30.2%)
2	TWO SIGMA INVESTMENTS, LP	583,933	—	$38.2M	+374,649 (+179.0%)
3	NORGES BANK	546,476	—	$35.8M	NEW
4	D. E. Shaw & Co., Inc.	489,815	—	$32.1M	+197,537 (+67.6%)
5	BlackRock, Inc.	478,754	—	$31.3M	+4,507 (+1.0%)
6	VANGUARD CAPITAL MANAGEMENT LLC	425,551	—	$27.8M	+20,851 (+5.2%)
7	MILLENNIUM MANAGEMENT LLC	415,461	—	$27.2M	+94,174 (+29.3%)
8	Scharf Investments, LLC	412,078	—	$27.0M	+90,076 (+28.0%)
9	VANGUARD PORTFOLIO MANAGEMENT LLC	360,569	—	$23.6M	+5,967 (+1.7%)
10	JACOBS LEVY EQUITY MANAGEMENT, INC	351,018	—	$23.0M	+119,383 (+51.5%)
11	Quantinno Capital Management LP	327,776	—	$21.4M	+83,479 (+34.2%)
12	YACKTMAN ASSET MANAGEMENT LP	325,376	—	$21.3M	+7 (+0.0%)
13	Gotham Asset Management, LLC	221,815	—	$14.5M	+178,329 (+410.1%)
14	STATE STREET CORP	206,087	—	$13.5M	+29,573 (+16.8%)
15	Trexquant Investment LP	205,093	—	$13.4M	+163,698 (+395.5%)
16	CITADEL ADVISORS LLC	162,159	—	$10.6M	+94,413 (+139.4%)
17	HRT FINANCIAL LP	159,876	—	$10.5M	+49,234 (+44.5%)
18	ArrowMark Colorado Holdings LLC	155,000	—	$10.1M	-28,800 (-15.7%)
19	MORGAN STANLEY	133,187	—	$8.7M	-46,359 (-25.8%)
20	GEODE CAPITAL MANAGEMENT, LLC	128,215	—	$8.4M	-20,766 (-13.9%)
21	GOLDMAN SACHS GROUP INC	103,053	—	$6.7M	+50,361 (+95.6%)
22	UBS Group AG	99,905	—	$6.5M	-13,780 (-12.1%)
23	Russell Investments Group, Ltd.	84,524	—	$5.5M	+50,986 (+152.0%)
24	LOS ANGELES CAPITAL MANAGEMENT LLC	81,234	—	$5.3M	NEW
25	Point72 Asset Management, L.P.	77,151	—	$5.0M	+49,532 (+179.3%)
26	ENVESTNET ASSET MANAGEMENT INC	73,120	—	$4.8M	-20,246 (-21.7%)
27	Bruce & Co., Inc.	72,600	—	$4.8M	-1,300 (-1.8%)
28	Nuveen, LLC	68,528	—	$4.5M	+46,053 (+204.9%)
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	61,243	—	$4.0M	NEW
30	VANGUARD FIDUCIARY TRUST CO	59,205	—	$3.9M	-549 (-0.9%)
31	ALGERT GLOBAL LLC	53,160	—	$3.5M	NEW
32	OCCUDO QUANTITATIVE STRATEGIES LP	52,994	—	$3.5M	+18,515 (+53.7%)
33	Orvieto Partners, L.P.	51,418	—	$3.4M	-27,785 (-35.1%)
34	BANK OF AMERICA CORP /DE/	46,529	—	$3.0M	-4,874 (-9.5%)
35	NORTHERN TRUST CORP	46,200	—	$3.0M	+672 (+1.5%)
36	Wallace Capital Management Inc.	45,170	—	$3.0M	-1,475 (-3.2%)
37	BNP PARIBAS FINANCIAL MARKETS	43,590	—	$2.9M	+38,217 (+711.3%)
38	BARCLAYS PLC	42,938	—	$2.8M	+33,841 (+372.0%)
39	AQR CAPITAL MANAGEMENT LLC	42,298	—	$2.8M	-5,257 (-11.1%)
40	IEQ CAPITAL, LLC	40,206	—	$2.6M	+26,490 (+193.1%)
41	Balyasny Asset Management L.P.	38,963	—	$2.5M	NEW
42	JANE STREET GROUP, LLC	38,038	—	$2.5M	+7,269 (+23.6%)
43	Schonfeld Strategic Advisors LLC	36,933	—	$2.4M	-9,174 (-19.9%)
44	ABRAMS CAPITAL MANAGEMENT, L.P.	36,401	—	$2.4M	—
45	XTX Topco Ltd	35,017	—	$2.3M	+17,388 (+98.6%)
46	ROYAL BANK OF CANADA	31,580	—	$2.1M	-2,683 (-7.8%)
47	TUDOR INVESTMENT CORP ET AL	31,095	—	$2.0M	+11,097 (+55.5%)
48	MARSHALL WACE, LLP	30,612	—	$2.0M	-106,942 (-77.7%)
49	WORLDQUANT MILLENNIUM ADVISORS LLC	29,564	—	$1.9M	+23,873 (+419.5%)
50	Lighthouse Investment Partners, LLC	27,542	—	$1.8M	-60,998 (-68.9%)
51	Creative Planning	25,707	—	$1.7M	+5,233 (+25.6%)
52	Summit Trail Advisors, LLC	24,674	—	$1.6M	-5,244 (-17.5%)
53	SEI INVESTMENTS CO	24,278	—	$1.6M	-2,627 (-9.8%)
54	Bank of New York Mellon Corp	24,249	—	$1.6M	+3,652 (+17.7%)
55	CITIGROUP INC	24,227	—	$1.6M	-1,577 (-6.1%)
56	VARCOV Co.	22,195	—	$1.5M	-7,725 (-25.8%)
57	Squarepoint Ops LLC	21,315	—	$1.4M	+7,147 (+50.4%)
58	Virtu Financial LLC	19,398	—	$1.3M	-18,614 (-49.0%)
59	AMERICAN CENTURY COMPANIES INC	19,286	—	$1.3M	+11,637 (+152.1%)
60	JPMORGAN CHASE & CO	16,723	—	$1.1M	+4,361 (+35.3%)
61	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	16,673	—	$1.1M	+4,187 (+33.5%)
62	VOYA INVESTMENT MANAGEMENT LLC	15,949	—	$1.0M	-46 (-0.3%)
63	Corient Private Wealth LP	15,718	—	$1.0M	+3,665 (+30.4%)
64	Swiss National Bank	15,500	—	$1.0M	—
65	VANGUARD ASSET MANAGEMENT, Ltd	15,055	—	$985K	-63,178 (-80.8%)
66	MCDONALD PARTNERS LLC	14,275	—	$934K	-150 (-1.0%)
67	OSAIC HOLDINGS, INC.	13,482	—	$882K	+2,616 (+24.1%)
68	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	13,036	—	$853K	+2,869 (+28.2%)
69	Kerrisdale Advisers, LLC	12,714	—	$832K	—
70	Private Capital Management, LLC	12,590	—	$824K	-610 (-4.6%)
71	CAXTON ASSOCIATES LLP	12,033	—	$787K	+1,651 (+15.9%)
72	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	11,813	—	$683K	+5,887 (+99.3%)
73	NEW YORK STATE COMMON RETIREMENT FUND	11,366	—	$744K	—
74	Focus Partners Wealth	11,247	—	$736K	+4,765 (+73.5%)
75	FMR LLC	11,200	—	$733K	+6,425 (+134.6%)
76	Engineers Gate Manager LP	11,072	—	$725K	+2,482 (+28.9%)
77	AMERIPRISE FINANCIAL INC	10,981	—	$719K	-1,223 (-10.0%)
78	Clearbridge Investments, LLC	10,000	—	$654K	—
79	AXQ CAPITAL, LP	9,978	—	$653K	+2,561 (+34.5%)
80	Inspire Investing, LLC	9,409	—	$616K	NEW
81	Blueshift Asset Management, LLC	9,205	—	$602K	-485 (-5.0%)
82	LPL Financial LLC	8,947	—	$586K	+235 (+2.7%)
83	GSA CAPITAL PARTNERS LLP	8,167	—	$534K	NEW
84	Diversified Investment Strategies, LLC	8,036	—	$526K	—
85	Man Group plc	7,838	—	$513K	NEW
86	PRICE T ROWE ASSOCIATES INC /MD/	7,494	—	$491K	+1,007 (+15.5%)
87	MGO ONE SEVEN LLC	7,429	—	$486K	-1,051 (-12.4%)
88	Carnegie Lake Advisors LLC	7,420	—	$486K	-125 (-1.7%)
89	GAMCO INVESTORS, INC. ET AL	7,340	—	$480K	—
90	RHUMBLINE ADVISERS	7,235	—	$473K	-189 (-2.5%)
91	MERCER GLOBAL ADVISORS INC /ADV	6,668	—	$436K	-1,127 (-14.5%)
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	6,605	—	$432K	-970 (-12.8%)
93	Ethic Inc.	6,136	—	$402K	-34,242 (-84.8%)
94	Oppenheimer & Close, LLC	5,990	—	$392K	—
95	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	5,680	—	$372K	-26 (-0.5%)
96	Intellectus Partners, LLC	5,263	—	$344K	—
97	Legal & General Group Plc	5,230	—	$342K	+1,313 (+33.5%)
98	INGALLS & SNYDER LLC	4,954	—	$324K	-9 (-0.2%)
99	HighTower Advisors, LLC	4,890	—	$320K	-2,198 (-31.0%)
100	Connor, Clark & Lunn Investment Management Ltd.	4,664	—	$305K	NEW
101	Invesco Ltd.	4,639	—	$304K	-1,281 (-21.6%)
102	RAYMOND JAMES FINANCIAL INC	4,406	—	$288K	-505 (-10.3%)
103	Jupiter Topco LLC	4,400	—	$288K	NEW
104	Jain Global LLC	4,214	—	$276K	NEW
105	Mraz, Amerine & Associates, Inc.	4,085	—	$267K	NEW
106	Net Worth Advisory Group	4,066	—	$266K	-270 (-6.2%)
107	Marex Group Ltd	4,054	—	$265K	NEW
108	Graham Capital Management, L.P.	4,031	—	$264K	NEW
109	Frec Markets, Inc.	3,935	—	$258K	NEW
110	HUB Investment Partners, LLC	3,783	—	$248K	NEW
111	Optas, LLC	3,722	—	$244K	NEW
112	Police & Firemen's Retirement System of New Jersey	3,613	—	$236K	—
113	Quadcap Wealth Management, LLC	3,584	—	$235K	NEW
114	Chicago Partners Investment Group LLC	3,479	—	$250K	NEW
115	Vanguard Global Advisers, LLC	3,460	—	$226K	+2,079 (+150.5%)
116	Baker Ellis Asset Management LLC	3,460	—	$226K	NEW
117	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3,315	—	$223K	NEW
118	Mariner, LLC	3,305	—	$216K	NEW
119	Treasurer of the State of North Carolina	3,299	—	$216K	NEW
120	Cerity Partners LLC	3,282	—	$215K	NEW
121	WELLS FARGO & COMPANY/MN	3,011	—	$197K	-200 (-6.2%)
122	JONES FINANCIAL COMPANIES LLLP	2,741	—	$184K	+1,409 (+105.8%)
123	State of Wyoming	2,733	—	$179K	-5,127 (-65.2%)
124	Skylands Capital, LLC	2,045	—	$134K	—
125	Zurcher Kantonalbank (Zurich Cantonalbank)	1,978	—	$129K	—
126	CANADA LIFE ASSURANCE Co	1,927	—	$126K	—
127	KLP KAPITALFORVALTNING AS	1,700	—	$111K	—
128	Parallel Advisors, LLC	1,668	—	$109K	+845 (+102.7%)
129	Daiwa Securities Group Inc.	1,548	—	$101K	NEW
130	PICTON MAHONEY ASSET MANAGEMENT	1,542	—	$101K	+61 (+4.1%)
131	ACADIAN ASSET MANAGEMENT LLC	1,438	—	$94K	NEW
132	Arax Advisory Partners	1,392	—	$91K	+1,058 (+316.8%)
133	Institute for Wealth Management, LLC.	1,368	—	$90K	NEW
134	Nykredit A/S	1,292	—	$85K	NEW
135	Federation des caisses Desjardins du Quebec	1,166	—	$76K	+619 (+113.2%)
136	Allworth Financial LP	1,095	—	$72K	+122 (+12.5%)
137	Colonial Trust Co / SC	1,040	—	$68K	—
138	BANK OF MONTREAL /CAN/	978	—	$64K	+156 (+19.0%)
139	CX Institutional	863	—	$56K	NEW
140	US BANCORP \DE\	857	—	$56K	+168 (+24.4%)
141	NISA INVESTMENT ADVISORS, LLC	728	—	$48K	—
142	GAMMA Investing LLC	719	—	$47K	+138 (+23.8%)
143	Farther Finance Advisors, LLC	708	—	$47K	+595 (+526.5%)
144	FIFTH THIRD BANCORP	532	—	$35K	+159 (+42.6%)
145	LANARK FINANCIAL, INC.	458	—	$30K	—
146	NATIONAL BANK OF CANADA /FI/	447	—	$29K	-257 (-36.5%)
147	High Point Wealth Management, LLC	430	—	$28K	—
148	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	425	—	$28K	—
149	Versant Capital Management, Inc	383	—	$25K	+108 (+39.3%)
150	PNC Financial Services Group, Inc.	348	—	$23K	-29 (-7.7%)
151	Global Retirement Partners, LLC	339	—	$22K	NEW
152	Larson Financial Group LLC	323	—	$21K	+149 (+85.6%)
153	SIGNATUREFD, LLC	315	—	$21K	+19 (+6.4%)
154	DEUTSCHE BANK AG\	308	—	$20K	+37 (+13.7%)
155	ELEVATION WEALTH PARTNERS, LLC	295	—	$19K	—
156	ROTHSCHILD INVESTMENT LLC	288	—	$19K	+58 (+25.2%)
157	Tower Research Capital LLC (TRC)	276	—	$18K	-1,403 (-83.6%)
158	STOREBRAND ASSET MANAGEMENT AS	261	—	$17K	—
159	FINANCIAL CONSULATE, INC	258	—	$17K	—
160	Sterling Capital Management LLC	224	—	$15K	+42 (+23.1%)
161	EverSource Wealth Advisors, LLC	221	—	$14K	-167 (-43.0%)
162	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	210	—	$14K	NEW
163	True Wealth Design, LLC	193	—	$13K	+46 (+31.3%)
164	BLAIR WILLIAM & CO/IL	181	—	$12K	+131 (+262.0%)
165	STRS OHIO	163	—	$11K	-21 (-11.4%)
166	MV CAPITAL MANAGEMENT, INC.	142	—	$9K	+22 (+18.3%)
167	MetLife Investment Management, LLC	141	—	$9K	-116 (-45.1%)
168	SJS Investment Consulting Inc.	141	—	$9K	+38 (+36.9%)
169	CVA Family Office, LLC	130	—	$9K	+3 (+2.4%)
170	Pinnacle Bancorp, Inc.	112	—	$7K	—
171	Cedar Mountain Advisors, LLC	104	—	$7K	—
172	FRANKLIN RESOURCES INC	99	—	$6K	NEW
173	Financial Perspectives, Inc	95	—	$6K	—
174	CoreCap Advisors, LLC	90	—	$6K	—
175	Transamerica Financial Advisors, LLC	87	—	$6K	+11 (+14.5%)
176	Covestor Ltd	80	—	$5K	+10 (+14.3%)
177	Plato Investment Management Ltd	72	—	$5K	NEW
178	BELLEVUE ASSET MANAGEMENT, LLC	61	—	$4K	NEW
179	Smartleaf Asset Management LLC	41	—	$3K	—
180	Daytona Street Capital LLC	40	—	$3K	—
181	Private Wealth Asset Management, LLC	36	—	$2K	—
182	Crewe Advisors LLC	25	—	$2K	—
183	AdvisorNet Financial, Inc	25	—	$2K	—
184	JFS WEALTH ADVISORS, LLC	22	—	$1K	+9 (+69.2%)
185	Fortitude Family Office, LLC	21	—	$1K	+8 (+61.5%)
186	Pinnacle Wealth Planning Services, Inc.	21	—	$1K	—
187	Parkside Financial Bank & Trust	20	—	$1K	—
188	Rockefeller Capital Management L.P.	19	—	$1K	-1,670 (-98.9%)
189	Quent Capital, LLC	19	—	$1K	+19
190	Golden State Wealth Management, LLC	17	—	$1K	—
191	Spire Wealth Management	17	—	$1K	-45 (-72.6%)
192	FIDUCIARY FINANCIAL ADVISORS	16	—	$981	NEW
193	SYSTEMATIC FINANCIAL MANAGEMENT LP	15	—	$982	—
194	Clearstead Advisors, LLC	12	—	$786	NEW
195	Silver Grove Financial Group, Inc.	12	—	$785	NEW
196	SIMPLEX TRADING, LLC	11	—	$719	NEW
197	OGOREK ANTHONY JOSEPH /NY/ /ADV	10	—	$0	—
198	Optiver Holding B.V.	8	—	$524	NEW
199	HFM Investment Advisors, LLC	8	—	$524	+5 (+166.7%)
200	Keating Financial Advisory Services, Inc.	8	—	$524	NEW
201	Prestige Wealth Management Group LLC	8	—	$524	—
202	Westfuller Advisors, LLC	7	—	$458	—
203	Creative Capital Management Investments LLC	7	—	$458	NEW
204	DiNuzzo Private Wealth, Inc.	7	—	$459	+1 (+16.7%)
205	LifeSteps Financial, Inc.	7	—	$458	NEW
206	Clearstead Trust, LLC	6	—	$393	NEW
207	Investors Portfolio Services LLC	6	—	$393	NEW
208	Strengthening Families & Communities, LLC	6	—	$393	—
209	Bell Investment Advisors, Inc	5	—	$328	—
210	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	5	—	$327	—
211	MassMutual Private Wealth & Trust, FSB	3	—	$196	—
212	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	3	—	$196	+1 (+50.0%)
213	Kennebec Savings Bank	3	—	$196	—
214	BARTLETT & CO. WEALTH MANAGEMENT LLC	3	—	$196	—
215	HARBOUR INVESTMENTS, INC.	3	—	$196	—
216	Bay Harbor Wealth Management, LLC	2	—	$131	+1 (+100.0%)
217	SBI Securities Co., Ltd.	2	—	$131	—
218	Activest Wealth Management	2	—	$131	—
219	Rialto Wealth Management, LLC	2	—	$131	NEW
220	Lodestone Wealth Management LLC	2	—	$131	-21 (-91.3%)
221	DecisionPoint Financial, LLC	1	—	$67	NEW
222	Private Wealth Management Group, LLC	1	—	$66	—
223	IFP Advisors, Inc	1	—	$65	-1 (-50.0%)
224	Navigoe, LLC	1	—	$0	NEW
225	LRI Investments, LLC	1	—	$65	NEW
226	Sachetta, LLC	1	—	$66	NEW

Exited since 2026-03-31 (27 filers; largest 25 shown)

Southpoint Capital Advisors LP	−362,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−108,752
Deltroit Asset Management (UK) LLP	−84,418
Old West Investment Management, LLC	−79,320
INCEPTIONR LLC	−14,840
MAVERICK CAPITAL LTD	−13,621
MIRABELLA FINANCIAL SERVICES LLP	−11,266
Farringdon Capital, Ltd.	−9,261
Verition Fund Management LLC	−6,222
FLOW TRADERS U.S. LLC	−5,913
Dynamic Technology Lab Private Ltd	−5,530
Universal- Beteiligungs- und Servicegesellschaft mbH	−5,400
Sequoia Financial Advisors, LLC	−4,917
RENAISSANCE TECHNOLOGIES LLC	−4,600
JANUS HENDERSON GROUP PLC	−4,400
Opal Wealth Advisors, LLC	−1,058
CWM, LLC	−405
Mirae Asset Global Investments Co., Ltd.	−228
QUADRANT CAPITAL GROUP LLC	−153
Root Financial Partners, LLC	−76
MAI Capital Management	−53
UMB Bank, n.a.	−30
BROWN BROTHERS HARRIMAN & CO	−11
Caitong International Asset Management Co., Ltd	−8
Red Tortoise LLC	−3

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.