U-Haul Holding Company UHAL-B

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53.38 USD +1.20 (+2.31%)

Nov 4, 2026, 2:58 PM EST

52.04 Day range 53.99
39.62 52-week range 66.90
YTD
+14.20%
1 year
+10.10%

Held by funds

33 US ETFs and mutual funds hold UHAL-B · largest positions

Funds holding UHAL-B, by value held
FundValue heldWeight in fund
IWR $21.71M0.04%
IYT $13.82M0.69%
IWD $10.64M0.01%
IWS $7.05M0.05%
ITOT $6.88M0.01%
JHMM $4.75M0.08%
IWB $3.49M0.01%
SMMD $3.07M0.07%
IWP $1.49M0.01%
IWV $1.40M0.01%
IYC $1.13M0.09%
SMMV $1.05M0.38%
DSI $767.55K0.01%
ISCV $725.07K0.11%
JKK $534.23K0.06%
ISCG $531.64K0.06%
WSML $329.74K0.05%
MSML $220.30K0.08%
IYY $210.97K0.01%
JHML $205.42K0.02%

Ownership

Held by insiders 43.13%
Held by institutions 36.89%
Float held by institutions 64.86%
Institutions 437

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
Yacktman Asset Management Lp3.54%6,201,227323.21MSep 29, 2026
Dimensional Fund Advisors LP2.68%4,703,268245.13MJun 29, 2026
Blackrock Inc.2.63%4,612,533240.41MJun 29, 2026
Vanguard Capital Management LLC2.51%4,400,067229.33MJun 29, 2026
FMR, LLC2.41%4,216,288219.75MJun 29, 2026
Vanguard Portfolio Management LLC2.15%3,768,481196.41MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.70%2,981,916155.42MJun 29, 2026
AMG Funds-AMG Yacktman Fund1.68%2,950,000153.75MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.27%2,220,853115.75MJun 29, 2026
Smead Funds Trust-Smead Value Fund0.96%1,684,94087.82MAug 30, 2026
AMG Funds-AMG Yacktman Focused Fund0.94%1,640,00085.48MJun 29, 2026
Fidelity Devonshire TRT-Fidelity Series Stock Selector Large Cap Value0.92%1,616,72484.26MAug 30, 2026
UHAL-B insiders
InsiderRelationLatest transactionDateShares held
BROGAN JOHN PDirectorSaleFeb 17, 202540,986
SHOEN EDWARD JPresidentPurchaseSep 17, 20250
SHOEN MARK VBeneficial Owner of more than 10% of a Class of SecuritySaleOct 26, 20260
WILLOW GROVE HOLDINGS, L.P.Beneficial Owner of more than 10% of a Class of SecurityPurchaseSep 17, 20250