Follow-The-Filings

Security

UHAL.B

U Haul Holding Company · COM SER N

Equity holders as of 2026 Q1 (each manager’s latest book)

13 owners 4 exits max 3.6% (Don Yacktman - Yacktman A...)

grid → activity →
owners 13
max % 3.6%
tracked value $988M
qoq A 8 R 3 E 4

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Don Yacktman - Yacktman Asset Management LP 2026 Q1 3.6% Add -0.18 pp 6,048,331 $270M hist
David Abrams - Abrams Capital Management, L.P. 2026 Q1 3.1% — 3,251,469 $145M hist
Third Avenue Management LLC 2026 Q1 2.1% Add -0.14 pp 284,375 $13M hist
Tweedy, Browne Co. LLC 2026 Q1 1.6% Reduce -0.12 pp 463,332 $21M hist
Estuary Capital Management LP 2026 Q1 0.5% Reduce -2.34 pp 64,800 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.01 pp 1,010,489 $45M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +0.01 pp 33,674 $2M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 8,843,478 $413M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 1,010,271 $47M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 473,995 $21M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 75,123 $3M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 62,630 $3M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 43,854 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 132,582 $6M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 59,688 $3M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 43,400 $2M hist
Ken Fisher - Fisher Asset Management, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 4,770 $223 hist

13 current · 4 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue — $714.4M $734.99M $761.45M
Gross profit * — $472.84M $500.85M $514.59M
Gross margin * — 66.2% 68.1% 67.6%
Net income $923M $628.71M $367.09M $83.13M
Net margin * — 88.0% 49.9% 10.9%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets — — — —
Total non-current assets — — — —
Total assets $18.12B $19.06B $20.48B $21.5B
Total current liabilities — — — —
Total non-current liabilities — — — —
Total equity $6.53B $7.17B $7.5B $7.61B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.73B $1.45B $1.45B $1.79B
Cash from investing -$2.42B $2.05B -$2.89B -$2.26B
Cash from financing $59.8M $66.53M $895.11M $594.63M
Net change in cash -$643.61M $525.98M -$545.72M $131.32M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders