New Positions
37 managers initiated
Top five by reported value
U-Haul Holding Co NEW YORK STOCK EXCHANGE, INC.:UHAL-B
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
37 new70 added97 reduced39 exited
Total Institutional Holders
203
as of 2025-12-31
Top Holder
VANGUARD GROUP INC
$43.7M
Largest QoQ Increase
NORGES BANK
+219,509 sh
Largest QoQ Decrease
Estuary Capital Management LP
-214,200 sh
New Positions(37)
Added To(70)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 291,700 | +178,625 | $14.7M | +$8.3M | 158.0% |
| Orvieto Partners, L.P. | 127,000 | +119,000 | $6.4M | +$5.9M | 1487.5% |
| VANGUARD GROUP INC | 867,149 | +16,560 | $43.7M | -$4.8M | 1.9% |
| D. E. Shaw & Co., Inc. | 193,724 | +90,578 | $9.8M | +$3.9M | 87.8% |
| Schonfeld Strategic Advisors LLC | 59,152 | +51,330 | $3.0M | +$2.5M | 656.2% |
| NORGES BANK | 546,476 | +219,509 | $27.5M | +$2.2M | 67.1% |
| ArrowMark Colorado Holdings LLC | 217,800 | +60,000 | $11.0M | +$2.0M | 38.0% |
| Trexquant Investment LP | 60,536 | +41,599 | $3.1M | +$2.0M | 219.7% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 75,717 | +39,830 | $3.8M | +$1.8M | 111.0% |
| NORTHERN TRUST CORP | 67,563 | +34,138 | $3.4M | +$1.5M | 102.1% |
| GOLDMAN SACHS GROUP INC | 59,786 | +30,004 | $3.0M | +$1.3M | 100.7% |
| MORGAN STANLEY | 191,484 | +42,620 | $9.7M | +$1.2M | 28.6% |
| STATE STREET CORP | 140,560 | +34,719 | $7.1M | +$1.0M | 32.8% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 26,996 | +20,878 | $1.4M | +$1.0M | 341.3% |
| DIMENSIONAL FUND ADVISORS LP | 411,614 | +30,505 | $20.7M | -$1.0M | 8.0% |
| Old West Investment Management, LLC | 153,350 | +564 | $7.7M | -$989.1K | 0.4% |
| Engineers Gate Manager LP | 21,451 | +15,959 | $1.1M | +$767.9K | 290.6% |
| UBS Group AG | 51,538 | +18,458 | $2.6M | +$710.2K | 55.8% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12,544 | +11,982 | $632.3K | +$600.3K | 2132.0% |
| QUADRANT CAPITAL GROUP LLC | 7,651 | +7,493 | $385.7K | +$376.7K | 4742.4% |
| FMR LLC | 11,259 | +7,781 | $567.6K | +$369.1K | 223.7% |
| Creative Planning | 21,229 | +7,672 | $1.1M | +$296.5K | 56.6% |
| AE Wealth Management LLC | 5,289 | +5,253 | $266.6K | +$264.6K | 14591.7% |
| UBS ASSET MANAGEMENT AMERICAS INC | 12,769 | +5,645 | $643.7K | +$237.1K | 79.2% |
| Squarepoint Ops LLC | 11,257 | +5,155 | $567.5K | +$219.2K | 84.5% |
| Optas, LLC | 8,278 | +4,147 | $417.3K | +$181.5K | 100.4% |
| Legal & General Group Plc | 5,059 | +3,369 | $255.0K | +$158.6K | 199.3% |
| Shay Capital LLC | 8,000 | +3,500 | $403.3K | +$146.5K | 77.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,137 | +6,215 | $3.7M | -$139.1K | 9.2% |
| Gotham Asset Management, LLC | 33,935 | +5,713 | $1.7M | +$100.0K | 20.2% |
| AMERICAN CENTURY COMPANIES INC | 11,353 | +208 | $572.3K | -$63.7K | 1.9% |
| BlackRock, Inc. | 507,267 | +60,176 | $25.6M | +$55.8K | 13.4% |
| Bank of New York Mellon Corp | 19,873 | +1,380 | $1.0M | -$53.6K | 7.5% |
| DEUTSCHE BANK AG\ | 8,581 | +163 | $432.6K | -$47.8K | 1.9% |
| Nuveen, LLC | 22,352 | +3,382 | $1.1M | +$44.1K | 17.8% |
| Clearbridge Investments, LLC | 6,700 | +1,500 | $337.7K | +$41.0K | 28.8% |
| Invesco Ltd. | 6,314 | +25 | $318.3K | -$40.6K | 0.4% |
| Tower Research Capital LLC (TRC) | 1,675 | +772 | $84.4K | +$32.9K | 85.5% |
| HighTower Advisors, LLC | 6,014 | +228 | $303.2K | -$27.0K | 3.9% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 33,017 | +3,435 | $1.7M | -$23.9K | 11.6% |
| JPMORGAN CHASE & CO | 10,465 | +831 | $527.5K | -$22.3K | 8.6% |
| Verition Fund Management LLC | 24,417 | +2,463 | $1.2M | -$22.1K | 11.2% |
| Legacy Capital Group California, Inc. | 4,801 | +204 | $242.0K | -$20.3K | 4.4% |
| AMERIPRISE FINANCIAL INC | 10,630 | +317 | $535.9K | -$12.6K | 3.1% |
| Russell Investments Group, Ltd. | 3,604 | +253 | $181.7K | -$9.6K | 7.5% |
| EverSource Wealth Advisors, LLC | 882 | +251 | $44.5K | +$8.5K | 39.8% |
| Versant Capital Management, Inc | 896 | +233 | $45.2K | +$7.3K | 35.1% |
| BANK OF MONTREAL /CAN/ | 974 | +240 | $49.1K | +$7.2K | 32.7% |
| FINANCIAL CONSULATE, INC | 258 | +150 | $13.0K | +$6.8K | 138.9% |
| US BANCORP \DE\ | 958 | +19 | $48.3K | -$5.3K | 2.0% |
| SIGNATUREFD, LLC | 194 | +106 | $9.8K | +$4.8K | 120.5% |
| GAMMA Investing LLC | 239 | +90 | $12.0K | +$3.5K | 60.4% |
| NATIONAL BANK OF CANADA /FI/ | 528 | +3 | $26.6K | -$3.3K | 0.6% |
| Prestige Wealth Management Group LLC | 48 | +40 | $3.1K | +$2.7K | 500.0% |
| JONES FINANCIAL COMPANIES LLLP | 568 | +112 | $28.6K | +$2.5K | 24.6% |
| MASSMUTUAL TRUST CO FSB/ADV | 41 | +38 | $2.1K | +$1.9K | 1266.7% |
| Private Wealth Management Group, LLC | 34 | +33 | $1.7K | +$1.7K | 3300.0% |
| Farther Finance Advisors, LLC | 87 | +36 | $4.4K | +$1.5K | 70.6% |
| Sterling Capital Management LLC | 315 | +17 | $15.9K | -$1.1K | 5.7% |
| Federation des caisses Desjardins du Quebec | 704 | +99 | $35.5K | +$962 | 16.4% |
| Virtu Financial LLC | 34,159 | +19,165 | $1.7K | +$866 | 127.8% |
| Transamerica Financial Advisors, Inc. | 14 | +12 | $706 | +$592 | 600.0% |
| NISA INVESTMENT ADVISORS, LLC | 725 | +75 | $36.5K | -$549 | 11.5% |
| True Wealth Design, LLC | 121 | +23 | $6.1K | +$507 | 23.5% |
| JFS WEALTH ADVISORS, LLC | 26 | +5 | $1.3K | +$112 | 23.8% |
| Parallel Advisors, LLC | 864 | +100 | $43.6K | -$47 | 13.1% |
| RK Asset Management, LLC | 2,850 | +1 | $144 | -$19 | 0.0% |
| CWM, LLC | 283 | +122 | $14 | +$5 | 75.8% |
| AMALGAMATED BANK | 471 | +9 | $24 | -$2 | 1.9% |
| Covestor Ltd | 121 | +5 | $6 | -$1 | 4.3% |
Reduced(97)
Sold Out(39)
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| VANGUARD GROUP INC | 867,149 | $43.7M | +16,560 | 1.9% |
| Southpoint Capital Advisors LP | 600,000 | $30.2M | 0 | 0.0% |
| NORGES BANK | 546,476 | $27.5M | +219,509 | 67.1% |
| BlackRock, Inc. | 507,267 | $25.6M | +60,176 | 13.4% |
| SCHARF INVESTMENTS, LLC | 431,250 | $21.7M | -116,865 | -21.3% |
| DIMENSIONAL FUND ADVISORS LP | 411,614 | $20.7M | +30,505 | 8.0% |
| YACKTMAN ASSET MANAGEMENT LP | 327,276 | $16.5M | -3,498 | -1.1% |
| Quantinno Capital Management LP | 291,700 | $14.7M | +178,625 | 158.0% |
| ArrowMark Colorado Holdings LLC | 217,800 | $11.0M | +60,000 | 38.0% |
| D. E. Shaw & Co., Inc. | 193,724 | $9.8M | +90,578 | 87.8% |
| MORGAN STANLEY | 191,484 | $9.7M | +42,620 | 28.6% |
| TWO SIGMA ADVISERS, LP | 174,400 | $8.8M | -15,300 | -8.1% |
| TWO SIGMA INVESTMENTS, LP | 170,771 | $8.6M | -3,349 | -1.9% |
| Old West Investment Management, LLC | 153,350 | $7.7M | +564 | 0.4% |
| STATE STREET CORP | 140,560 | $7.1M | +34,719 | 32.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 127,950 | $6.4M | -6,906 | -5.1% |
| Orvieto Partners, L.P. | 127,000 | $6.4M | +119,000 | 1487.5% |
| Swiss Life Asset Management Ltd | 14,999 | $6.3M | +14,999 | — |
| Deltroit Asset Management (UK) LLP | 102,793 | $5.2M | +102,793 | — |
| ENVESTNET ASSET MANAGEMENT INC | 90,570 | $4.6M | -30,200 | -25.0% |
New & Closed Positions this quarter
Closed Positions
39 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for UHAL-B against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.