U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership10,866 shares
Latest Disclosed Value $ 519,109
Advisor Group Holdings, Inc. reports 6.71% increase in ownership of AUK / U-Haul Holding Company

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 10,866 shares of U-Haul Holding Company (DE:AUK) valued at $430,294 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,183 shares of U-Haul Holding Company. This represents a change in shares of 6.71% during the quarter. The current value of the position is $517,222 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F U HAUL HOLDING COM 023586100 10,866 683 6.71 519 1.17 0.0004
2026-02-17 2025-12-31 13F U HAUL HOLDING COM 023586100 10,183 -1,845 -15.34 513 -25.87 0.0007
2025-11-14 2025-09-30 13F UHAUL HOLDING COM 023586100 12,028 -405 -3.26 692 -7.98 0.0010
2025-09-04 2025-06-30 13F/A-1 UHAUL HOLDING COM 023586100 12,433 -164 -1.30 753 -8.63 0.0013
2025-08-13 2025-06-30 13F UHAUL HOLDING COM 023586100 2,927 -9,670 202 0.0002
2025-05-12 2025-03-31 13F U HAUL HOLDING COM 023586100 12,597 8,838 235.12 823 217.76 0.0018
2025-06-06 2024-12-31 13F/A-1 U HAUL HOLDING COM 023586100 3,759 -346 -8.43 260 -18.55 0.0006
2025-02-07 2024-12-31 13F U HAUL HOLDING COM 023586100 2,331 -1,774 173 0.0004
2024-11-13 2024-09-30 13F U HAUL HOLDING COM 023586100 4,105 2,211 116.74 318 174.14 0.0007
2024-08-13 2024-06-30 13F U HAUL HOLDING COM 023586100 1,894 -844 -30.83 117 -36.96 0.0003
2024-05-10 2024-03-31 13F U HAUL HOLDING COM 023586100 2,738 -175 -6.01 185 -11.96 0.0004
2024-02-12 2023-12-31 13F U HAUL HOLDING COM 023586100 2,913 -1,030 -26.12 209 -2.79 0.0004
2023-11-13 2023-09-30 13F U HAUL HOLDING COM 023586100 3,943 224 6.02 215 4.88 0.0003
2023-08-21 2023-06-30 13F/A-1 U HAUL HOLDING COM 023586100 3,719 586 18.70 206 10.22 0.0004
2023-08-10 2023-06-30 13F U HAUL HOLDING COM 023586100 3,719 586 206 0.0001
2023-05-12 2023-03-31 13F U HAUL HOLDING COM 023586100 3,133 841 36.69 187 35.77 0.0004
2023-02-10 2022-12-31 13F U HAUL HOLDING COM 023586100 2,292 1,187 107.42 138 -75.62 0.0003
2022-11-14 2022-09-30 13F AMERCO COM 023586100 1,105 -9 -0.81 562 5.24 0.0013
2022-08-10 2022-06-30 13F AMERCO COM 023586100 1,114 -4 -0.36 534 -20.06 0.0012
2022-05-04 2022-03-31 13F AMERCO COM 023586100 1,118 -39 -3.37 668 -20.48 0.0013
2022-02-03 2021-12-31 13F AMERCO COM 023586100 1,157 112 10.72 840 24.44 0.0016
2021-11-05 2021-09-30 13F AMERCO COM 023586100 1,045 6 0.58 675 9.40 0.0014
2021-08-02 2021-06-30 13F AMERCO COM 023586100 1,039 -15 -1.42 617 -4.34 0.0013
2021-05-13 2021-03-31 13F AMERCO COM 023586100 1,054 -307 -22.56 645 4.37 0.0016
2021-02-10 2020-12-31 13F AMERCO COM 023586100 1,361 -99 -6.78 618 19.08 0.0017
2020-11-12 2020-09-30 13F AMERCO COM 023586100 1,460 -103 -6.59 519 9.96 0.0016
2020-08-14 2020-06-30 13F AMERCO COM 023586100 1,563 -291,649 -99.47 472 156.52 0.0016
2020-05-18 2020-03-31 13F AMERCO COM 023586100 293,212 293,212 184 0.0008
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.