U HAUL HOLDING COMPANY UHAL
COM · Common Stock · CUSIP 023586100 · ISIN US0235861004
American holding company
- IndustryServices-Auto Rental & Leasing (No Drivers)
- HeadquartersReno, NV
- Websiteamerco.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.16. Options: 9 managers hold calls ($4.9m notional), 8 hold puts ($7.5m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 214 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $5.1m | $35.8m | 7.04 |
| Q4 2022 | $4.9m | $7.5m | 1.55 |
Biggest buyers
| Smead Capital Management, Inc. | Added | +390.6k |
| LAZARD ASSET MANAGEMENT LLC | Added | +378.3k |
| MILLENNIUM MANAGEMENT LLC | Added | +374.2k |
| AustralianSuper Pty Ltd | Added | +223.1k |
| Long Pond Capital, LP | New | +170.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +144.0k |
| FIRST TRUST ADVISORS LP | Added | +127.5k |
| FMR LLC | Added | +125.2k |
| MORGAN STANLEY | Added | +72.7k |
| MARSHALL WACE, LLP | New | +64.6k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -430.9k |
| BlackRock Inc. | Reduced | -326.9k |
| REINHART PARTNERS, LLC. | Sold out | -114.4k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Sold out | -66.7k |
| JANUS HENDERSON GROUP PLC | Reduced | -63.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -53.6k |
| SCOUT INVESTMENTS, INC. | Sold out | -53.3k |
| NORGES BANK | Reduced | -44.8k |
| Swiss National Bank | Sold out | -42.4k |
| Allspring Global Investments Holdings, LLC | Reduced | -41.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $1.6m27.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m22.1k shares |
| K2 PRINCIPAL FUND, L.P. | New | $722.3k12.0k shares |
| D. E. Shaw & Co., Inc. | New | $601.9k10.0k shares |
| WOLVERINE TRADING, LLC | New | $271.0k4.5k shares |
| JANE STREET GROUP, LLC | New | $270.9k4.5k shares |
| GROUP ONE TRADING LLC | New | $12.0k200 shares |
| Cutler Group LLC / CA | New | $1.0k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Senvest Management, LLC | New | $2.4m40.0k shares |
| CITADEL ADVISORS LLC | New | $1.9m31.7k shares |
| D. E. Shaw & Co., Inc. | Reduced | $1.9m31.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $734.3k12.2k shares |
| WOLVERINE TRADING, LLC | New | $548.0k9.1k shares |
| GROUP ONE TRADING LLC | New | $60.2k1.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | New | $0100 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $10.6m | 2 | $10.8m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 3 | $76.9m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-08 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $7.6m115.0k shares |
| 2022-12-08 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $7.6m115.0k shares |
| 2022-12-08 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $7.6m115.0k shares |
| 2022-12-08 | Herrera Richard Jay Director | Bought | $5.6k90 shares |
| 2022-12-08 | Herrera Richard Jay Director | Bought | $5.6k90 shares |
| 2022-12-07 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $8.6m133.3k shares |
| 2022-12-07 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $8.6m133.3k shares |
| 2022-12-07 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $8.6m133.3k shares |
| 2022-11-30 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $1.3m21.7k shares |
| 2022-11-30 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $1.3m21.7k shares |
| 2022-11-30 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $1.3m21.7k shares |
| 2022-11-29 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $7.9m130.0k shares |
| 2022-11-29 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $7.9m130.0k shares |
| 2022-11-29 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $7.9m130.0k shares |
| 2022-11-28 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $19.0m320.9k shares |
| 2022-11-28 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $19.0m320.9k shares |
| 2022-11-28 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $19.0m320.9k shares |
| 2022-11-25 | GROGAN JAMES J Director | Bought | $24.1k400 shares |
| 2022-11-23 | GROGAN JAMES J Director | Bought | $32.1k548 shares |
| 2022-11-18 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $231.7k4.2k shares |
| 2022-11-18 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $231.7k4.2k shares |
| 2022-11-18 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $231.7k4.2k shares |
| 2022-11-17 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $14.8m275.0k shares |
| 2022-11-17 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $14.8m275.0k shares |
| 2022-11-17 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $14.8m275.0k shares |
| 2022-11-16 | Willow Grove Holdings LP +2 10% owner · Clarendon Strategies, LLC | Bought | $17.4m324.0k shares |
| 2022-11-16 | SHOEN EDWARD J President, director · Clarendon Strategies, LLC | Bought | $17.4m324.0k shares |
| 2022-11-16 | SHOEN MARK V 10% owner · Clarendon Strategies, LLC | Bought | $17.4m324.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 831.6k $50.1m | Reduced -7.1k |
| YACKTMAN ASSET MANAGEMENT LP 0.45% of their portfolio | 756.6k $45.5m | Added +22.5k |
| Smead Capital Management, Inc. 0.75% of their portfolio | 579.4k $34.9m | Added +390.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 454.2k $27.3m | Reduced -38.8k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 0.87% of their portfolio | 407.0k $24.5m | Reduced -15.9k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 387.1k $23.3m | Added +378.3k |
| BlackRock Inc. 0.00% of their portfolio | 380.9k $22.9m | Reduced -326.9k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 375.6k $22.6m | Added +374.2k |
| STATE STREET CORP 0.00% of their portfolio | 269.9k $16.2m | Reduced -3.7k |
| AustralianSuper Pty Ltd 0.11% of their portfolio | 251.7k $15.0m | Added +223.1k |
| FMR LLC 0.00% of their portfolio | 228.6k $13.8m | Added +125.2k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 181.7k $10.9m | Reduced -10.0k |
| Long Pond Capital, LP 0.63% of their portfolio | 170.1k $10.2m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 146.0k $8.8m | Added +144.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 142.9k $8.6m | Added +127.5k |
| MORGAN STANLEY 0.00% of their portfolio | 133.5k $8.0m | Added +72.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 127.1k $7.6m | Reduced -12.5k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 102.1k $6.1m | Reduced -17.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 85.5k $5.1m | Added +3.0k |
| Harspring Capital Management, LLC 1.29% of their portfolio | 83.0k $5.0m | Reduced -3.0k |
| Bruce & Co., Inc. 1.16% of their portfolio | 75.1k $4.5m | Reduced -400 |
| MARSHALL WACE, LLP 0.01% of their portfolio | 64.6k $3.9m | New |
| California Public Employees Retirement System 0.00% of their portfolio | 59.3k $3.6m | Reduced -15.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 59.2k $3.6m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 58.4k $3.5m | Added +58.4k |
| NORGES BANK 0.00% of their portfolio | 58.0k $3.5m | Reduced -44.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 56.1k $3.4m | Added +32.4k |
| AVIVA PLC 0.02% of their portfolio | 52.4k $3.2m | Added +36.6k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 50.2k $3.0m | New |
| DigitalBridge Group, Inc. 0.42% of their portfolio | 47.3k $2.8m | Added +18.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 47.2k $2.8m | Added +4.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 41.4k $2.5m | Added +31.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 34.7k $2.1m | Reduced -30.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 34.2k $2.1m | New |
| XTX Topco Ltd 0.42% of their portfolio | 33.1k $2.0m | New |
| Ancient Art, L.P. 0.42% of their portfolio | 32.7k $2.0m | Unchanged |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 32.6k $2.0m | New |
| Oakview Capital Management, L.P. 0.81% of their portfolio | 31.4k $1.9m | Added +532 |
| HEARTLAND ADVISORS INC 0.11% of their portfolio | 30.1k $1.8m | Added +11.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 29.3k $1.8m | Unchanged |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 27.1k $1.6m | Added +10.8k |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 27.0k $1.6m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 26.7k $1.6m | Added +17.1k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 26.1k $1.6m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.05% of their portfolio | 26.1k $1.6m | Reduced -6.1k |
| WINTON GROUP Ltd 0.10% of their portfolio | 25.4k $1.5m | Added +22.3k |
| APG Asset Management N.V. 0.00% of their portfolio | 25.1k $1.5m | Reduced -7.7k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 25.1k $1.5m | Reduced -63.5k |
| Invesco Ltd. 0.00% of their portfolio | 25.1k $1.5m | Added +14.4k |
| Vision Capital Management, Inc. 0.28% of their portfolio | 24.4k $1.5m | Added +8.2k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 24.2k $1.5m | Added +22.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 23.4k $1.4m | Reduced -10.1k |
| ArrowMark Colorado Holdings LLC 0.02% of their portfolio | 23.0k $1.4m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 23.0k $1.4m | Added +5.9k |
| SHERBROOKE PARK ADVISERS LLC 0.98% of their portfolio | 22.1k $1.3m | First filing |
| STANSBERRY ASSET MANAGEMENT, LLC 0.24% of their portfolio | 19.5k $1.2m | Added +317 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 19.5k $1.2m | Added +19.4k |
| Kerrisdale Advisers, LLC 0.34% of their portfolio | 19.0k $1.1m | Added +14.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.6k $1.1m | Added +5.3k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio | 18.1k $1.1m | Added +313 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 16.8k $1.0m | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 16.7k $1.0m | New |
| WINMILL & CO. INC 0.35% of their portfolio | 15.9k $958.8k | Unchanged |
| GSA CAPITAL PARTNERS LLP 0.12% of their portfolio | 15.8k $950.0k | New |
| Jump Financial, LLC 0.05% of their portfolio | 15.6k $939.0k | New |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 15.5k $935.1k | Reduced -574 |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 15.5k $932.0k | Added +11.6k |
| FINANCIAL COUNSELORS INC 0.02% of their portfolio | 15.1k $912.0k | Reduced -19 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.17% of their portfolio | 14.5k $873.0k | Added +28 |
| Quantbot Technologies LP 0.06% of their portfolio | 13.8k $828.7k | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 13.2k $794.5k | New |
| K2 PRINCIPAL FUND, L.P. 0.21% of their portfolio | 13.0k $782.5k | New |
| STRS OHIO 0.00% of their portfolio | 13.0k $780.0k | Added +9.8k |
| 1832 Asset Management L.P. 0.00% of their portfolio | 12.6k $756.6k | Added +11.4k |
| RK Asset Management, LLC 0.70% of their portfolio | 12.1k $726.0k | First filing |
| SCHWARTZ INVESTMENT COUNSEL INC 0.03% of their portfolio | 11.8k $710.2k | Unchanged |
| Applied Fundamental Research, LLC 0.48% of their portfolio | 11.2k $671.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.8k $589.0k | Added +81 |
| Diversified Investment Strategies, LLC 0.44% of their portfolio | 9.5k $569.5k | Added +5.2k |
| SG Americas Securities, LLC 0.01% of their portfolio | 9.4k $563.0k | Added +7.6k |
| Legal & General Group Plc 0.00% of their portfolio | 8.6k $519.9k | Reduced -29.2k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 8.6k $517.1k | Reduced -430 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 8.2k $495.5k | Reduced -219 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.9k $478.4k | Reduced -5.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 7.7k $462.0k | Reduced -600 |
| Highlander Capital Management, LLC 0.24% of their portfolio | 7.5k $451.0k | Added +4.8k |
| CITIGROUP INC 0.00% of their portfolio | 7.4k $447.8k | Reduced -301 |
| Norman Fields, Gottscho Capital Management, LLC 0.20% of their portfolio | 7.1k $429.0k | Added +4.8k |
| Mraz, Amerine & Associates, Inc. 0.10% of their portfolio | 7.0k $418.3k | Reduced -378 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.8k $406.8k | Reduced -17.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 6.5k $390.0k | Reduced -10.5k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 6.4k $378.0k | Added +4.3k |
| INGALLS & SNYDER LLC 0.02% of their portfolio | 6.3k $380.0k | Added +1.1k |
| Oppenheimer & Close, LLC 0.37% of their portfolio | 6.3k $378.3k | Added +1.3k |
| Ethic Inc. 0.02% of their portfolio | 6.1k $367.0k | Added +4.2k |
| MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio | 6.1k $365.2k | Reduced -10.4k |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 6.0k $358.9k | Added +2.2k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 5.9k $355.0k | New |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 5.8k $352.1k | New |
| Alpha Square Group S LLC 0.19% of their portfolio | 5.7k $343.1k | Added +500 |