U-Haul Holding Company
DE ˙ DB ˙ US0235861004
47,60 € ↑1,20 (2,59%)
2026-06-05
DEL PRIS
SecurityDE:AUK / U-Haul Holding Company
InstitutionLPL Financial LLC
Latest Disclosed Ownership8,712 shares
Latest Disclosed Value $ 416,276
LPL Financial LLC reports 16.58% decrease in ownership of AUK / U-Haul Holding Company

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 8,712 shares of U-Haul Holding Company (DE:AUK) valued at $344,995 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 10,443 shares of U-Haul Holding Company. This represents a change in shares of -16.58% during the quarter. The current value of the position is $414,691 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)
2026-05-06 2026-03-31 13F U HAUL HOLDING COM 023586100 8,712 -1,731 -16.58 416 -20.91 0.0001
2026-02-11 2025-12-31 13F U HAUL HOLDING COM 023586100 10,443 -3,209 -23.51 526 -32.48 0.0001
2025-11-12 2025-09-30 13F U HAUL HOLDING COM 023586100 13,652 7,270 113.91 779 101.81 0.0002
2025-08-12 2025-06-30 13F U HAUL HOLDING COM 023586100 6,382 753 13.38 387 5.18 0.0001
2025-05-07 2025-03-31 13F U HAUL HOLDING COM 023586100 5,629 -64,121 -91.93 368 -92.38 0.0001
2025-02-11 2024-12-31 13F U HAUL HOLDING COM 023586100 69,750 64,965 1,357.68 4,819 1,202.43 0.0020
2024-11-08 2024-09-30 13F U HAUL HOLDING COM 023586100 4,785 101 2.16 371 28.03 0.0002
2024-08-07 2024-06-30 13F U HAUL HOLDING COM 023586100 4,684 -182 -3.74 289 -11.89 0.0001
2024-05-10 2024-03-31 13F U HAUL HOLDING COM 023586100 4,866 562 13.06 329 6.15 0.0002
2024-02-14 2023-12-31 13F U HAUL HOLDING COM 023586100 4,304 -4,769 -52.56 309 -37.58 0.0002
2023-11-13 2023-09-30 13F U HAUL HOLDING COM 023586100 9,073 9,073 495 0.0003
2023-02-07 2022-12-31 13F AMERCO COM 023586100 0 -2,254 -100.00 0 -100.00
2022-11-14 2022-09-30 13F AMERCO COM 023586100 2,254 145 6.88 1,148 13.78 0.0011
2022-08-12 2022-06-30 13F AMERCO COM 023586100 2,109 213 11.23 1,009 -10.87 0.0010
2022-05-16 2022-03-31 13F AMERCO COM 023586100 1,896 -34 -1.76 1,132 -19.26 0.0010
2022-02-14 2021-12-31 13F AMERCO COM 023586100 1,930 236 13.93 1,402 28.15 0.0012
2021-11-15 2021-09-30 13F AMERCO COM 023586100 1,694 610 56.27 1,094 71.21 0.0010
2021-08-13 2021-06-30 13F AMERCO COM 023586100 1,084 -236 -17.88 639 -21.01 0.0006
2021-05-14 2021-03-31 13F AMERCO COM 023586100 1,320 -53 -3.86 809 29.86 0.0009
2021-02-12 2020-12-31 13F AMERCO COM 023586100 1,373 122 9.75 623 40.00 0.0008
2020-11-09 2020-09-30 13F AMERCO COM 023586100 1,251 505 67.69 445 97.78 0.0007
2020-08-13 2020-06-30 13F AMERCO COM 023586100 746 -54 -6.75 225 -3.02 0.0004
2020-05-14 2020-03-31 13F AMERCO COM 023586100 800 52 6.95 232 -17.44 0.0005
2020-02-14 2019-12-31 13F AMERCO COM 023586100 748 -778 -50.98 281 -52.77 0.0005
2019-11-13 2019-09-30 13F AMERCO COM 023586100 1,526 618 68.06 595 72.97 0.0012
2019-08-09 2019-06-30 13F AMERCO COM 023586100 908 0 0.00 344 2.08 0.0007
2019-05-08 2019-03-31 13F AMERCO COM 023586100 908 0 0.00 337 13.09 0.0008
2019-02-07 2018-12-31 13F AMERCO COM 023586100 908 43 4.97 298 -3.56 0.0008
2018-11-14 2018-09-30 13F AMERCO COM 023586100 865 865 309 0.0007
2018-05-15 2018-03-31 13F AMERCO COM 023586100 0 -580 -100.00 0 -100.00
2018-02-14 2017-12-31 13F AMERCO COM 023586100 580 -637 -52.34 219 -51.97 0.0007
2017-11-14 2017-09-30 13F AMERCO COM 023586100 1,217 655 116.55 456 121.36 0.0016
2017-08-14 2017-06-30 13F AMERCO COM 023586100 562 562 206 0.0008
2016-11-16 2016-09-30 13F AMERCO COM 023586100 0 -625 -100.00 0 -100.00
2016-08-15 2016-06-30 13F AMERCO COM 023586100 625 625 0.00 233 0.0020
2016-05-16 2016-03-31 13F AMERCO COM 023586100 0 -1,684 -100.00 0 -100.00
2016-02-12 2015-12-31 13F AMERCO COM 023586100 1,684 777 85.67 650 80.56 0.0018
2015-11-13 2015-09-30 13F AMERCO COM 023586100 907 907 360 0.0020
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.