Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

205 institutional holders -9 vs Q4 2022
7,998,7638.0m shares reported held*
$476.8mreported value*
29 new 57 added 77 reduced 37 sold out net sold ≈ $1.7m (-25.9k shares)

* 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 ($507.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.61. Options: 10 managers hold calls ($8.8m notional), 8 hold puts ($5.3m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 290Q4 22: 214Q1 23: 205205Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 105 bought or addedQ4 22: 178 cut or sold outQ4 22Q1 23: 86 bought or addedQ1 23: 114 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022105178
Q1 202386114

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ3 22 calls: $5.1mQ3 22 puts: $35.8mQ3 22P/C 7.04Q4 22 calls: $4.9mQ4 22 puts: $7.5mQ4 22P/C 1.55Q1 23 calls: $8.8mQ1 23 puts: $5.3mQ1 23P/C 0.60
Numbers
QuarterCallsPutsP/C
Q3 2022$5.1m$35.8m7.04
Q4 2022$4.9m$7.5m1.55
Q1 2023$8.8m$5.3m0.60

Biggest buyers

FMR LLC Added +728,733+728.7k
Old West Investment Management, LLC New +132,434+132.4k
AMERIPRISE FINANCIAL INC Added +119,305+119.3k
Alyeska Investment Group, L.P. New +92,602+92.6k
MILLENNIUM MANAGEMENT LLC Added +84,025+84.0k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Added +60,918+60.9k
VICTORY CAPITAL MANAGEMENT INC Added +44,071+44.1k
BlackRock Inc. Added +42,560+42.6k
HRT FINANCIAL LP New +41,606+41.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +39,040+39.0k

Biggest sellers

LAZARD ASSET MANAGEMENT LLC Reduced -378,341-378.3k
AustralianSuper Pty Ltd Sold out -251,699-251.7k
Long Pond Capital, LP Sold out -170,148-170.1k
VOYA INVESTMENT MANAGEMENT LLC Sold out -146,034-146.0k
Harspring Capital Management, LLC Sold out -83,000-83.0k
FIRST TRUST ADVISORS LP Reduced -64,254-64.3k
California Public Employees Retirement System Sold out -59,281-59.3k
GOLDMAN SACHS GROUP INC Reduced -51,175-51.2k
STATE STREET CORP Reduced -47,802-47.8k
DigitalBridge Group, Inc. Sold out -47,340-47.3k

Biggest calls

Walleye Trading LLC New $3.3m54.7k shares
CITADEL ADVISORS LLC Added $2.6m43.8k shares
Walleye Capital LLC New $1.4m24.0k shares
D. E. Shaw & Co., Inc. Unchanged $596.5k10.0k shares
WOLVERINE TRADING, LLC Added $301.0k5.1k shares
JANE STREET GROUP, LLC Added $298.2k5.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $232.6k3.9k shares
GROUP ONE TRADING LLC Added $101.4k1.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares
Cutler Group LLC / CA Reduced $0700 shares

Biggest puts

Walleye Capital LLC New $1.2m20.4k shares
Senvest Management, LLC Reduced $1.2m20.0k shares
Walleye Trading LLC New $817.2k13.7k shares
CITADEL ADVISORS LLC Reduced $739.7k12.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $715.8k12.0k shares
WOLVERINE TRADING, LLC Added $584.0k9.9k shares
GROUP ONE TRADING LLC Reduced $6.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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 Q1 2023

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)

BuyingSelling
404Q2 21: 0 buyingQ2 21: 0 sellingQ3 21: 0 buyingQ3 21: 0 sellingQ3 21Q4 21: 1 buyingQ4 21: 2 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 3 buyingQ4 22: 0 sellingQ1 23: 2 buyingQ1 23: 1 sellingQ1 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20210—0——
Q3 20210—0——
Q4 20211$10.6m2$10.8m—
Q1 20220—0——
Q2 20221—0——
Q3 20220—0——
Q4 20223$76.9m0——
Q1 20232$1.4m1$176.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2023-03-23 SHOEN EDWARD J President, director · SAC Holding Corporation Bought 24,900 $56.41 $1.4m24.9k shares new
2023-03-23 Willow Grove Holdings LP +2 10% owner · SAC Holding Corporation Bought 24,900 $56.41 $1.4m24.9k shares new
2023-03-23 SHOEN MARK V 10% owner · SAC Holding Corporation Bought 24,900 $56.41 $1.4m24.9k shares new
2023-02-15 Brogan John P. Director Sold 3,000 $58.69 $176.1k3.0k shares -6%
2023-01-03 Brogan John P. Director Bought 37 $54.69 $2.0k37 shares +<1%

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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.00% of their portfolio BOSTON, MA 957,374957.4k $57.1m $57.1m 0.00% Added +728.7k +728,733
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 851,154851.2k $50.8m $50.8m 0.00% Added +19.6k +19,564
3 YACKTMAN ASSET MANAGEMENT LP 0.42% of their portfolio AUSTIN, TX 718,784718.8k $42.9m $42.9m 0.42% Reduced -37.8k -37,813
4 Smead Capital Management, Inc. 0.69% of their portfolio Phoenix, AZ 578,055578.1k $34.5m $34.5m 0.69% Reduced -1.4k -1,391
5 MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 459,585459.6k $27.4m $27.4m 0.03% Added +84.0k +84,025
6 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 424,968425.0k $25.3m $25.3m 0.01% Reduced -29.2k -29,220
7 BlackRock Inc. 0.00% of their portfolio New York, NY 423,497423.5k $25.3m $25.3m 0.00% Added +42.6k +42,560
8 ABRAMS CAPITAL MANAGEMENT, L.P. 0.77% of their portfolio Boston, MA 407,027407.0k $24.3m $24.3m 0.77% Unchanged
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 222,126222.1k $13.2m $13.2m 0.00% Reduced -47.8k -47,802
10 Artisan Partners Limited Partnership 0.02% of their portfolio Milwaukee, WI 169,508169.5k $10.1m $10.1m 0.02% Reduced -12.2k -12,178
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 149,267149.3k $8.9m $8.9m 0.00% Added +15.8k +15,787
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 148,541148.5k $8.9m $8.9m 0.00% Added +21.5k +21,489
13 Old West Investment Management, LLC 4.25% of their portfolio Los Angeles, CA 132,434132.4k $7.9m $7.9m 4.25% New
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 126,994127.0k $7.6m $7.6m 0.00% Added +119.3k +119,305
15 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 119,356119.4k $7.1m $7.1m 0.01% Added +60.9k +60,918
16 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 102,124102.1k $6.0m $6.0m 0.01% Reduced -15 -15
17 Alyeska Investment Group, L.P. 0.05% of their portfolio CHICAGO, IL 92,60292.6k $5.5m $5.5m 0.05% New
18 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 85,51285.5k $5.1m $5.1m 0.01% Added +44.1k +44,071
19 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 78,65278.7k $4.7m $4.7m 0.01% Reduced -64.3k -64,254
20 Bruce & Co., Inc. 1.22% of their portfolio CHICAGO, IL 74,76474.8k $4.5m $4.5m 1.22% Reduced -291 -291
21 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 59,77459.8k $3.6m $3.6m 0.07% Added +9.6k +9,580
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 57,81457.8k $3.4m $3.4m 0.00% Reduced -27.7k -27,655
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 55,81855.8k $3.3m $3.3m 0.00% Added +8.6k +8,632
24 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 47,92147.9k $2.9m $2.9m 0.01% Added +13.7k +13,708
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,63147.6k $2.8m $2.8m 0.00% Added +39.0k +39,040
26 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 47,40747.4k $2.8m $2.8m 0.00% Added +20.4k +20,353
27 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 41,60641.6k $2.5m $2.5m 0.03% New
28 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 41,11341.1k $2.5m $2.5m 0.01% Reduced -23.5k -23,505
29 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 39,48839.5k $2.4m $2.4m 0.00% Added +34.0k +34,041
30 EverSource Wealth Advisors, LLC 0.28% of their portfolio BIRMINGHAM, AL 37,46937.5k $2.2m $2.2m 0.28% Added +36.7k +36,651
31 OCCUDO QUANTITATIVE STRATEGIES LP 0.20% of their portfolio FORT LAUDERDALE, FL 37,35237.4k $2.2m $2.2m 0.20% New
32 NORGES BANK 0.00% of their portfolio OSLO, Q8 35,20535.2k $2.1m $2.1m 0.00% Reduced -22.8k -22,814
33 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 35,02835.0k $2.1m $2.1m 0.02% Added +21.8k +21,828
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,96934.0k $2.0m $2.0m 0.00% Reduced -715 -715
35 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 32,61632.6k $1.9m $1.9m 0.00% Added +19.7k +19,651
36 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 31,65631.7k $1.9m $1.9m 0.01% Added +26.5k +26,482
37 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 31,57731.6k $1.9m $1.9m 0.01% Added +7.4k +7,385
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 29,31629.3k $1.7m $1.7m 0.00% Unchanged
39 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 28,90028.9k $1.7m $1.7m 0.00% New
40 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 28,62028.6k $1.7m $1.7m 0.00% Added +10.0k +9,976
41 GSA CAPITAL PARTNERS LLP 0.16% of their portfolio LONDON, X0 27,83627.8k $1.7m $1.7m 0.16% Added +12.0k +12,046
42 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 27,32727.3k $1.4m $1.4m 0.00% New
43 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 25,07025.1k $1.5m $1.5m 0.01% Added +9.5k +9,535
44 WINTON GROUP Ltd 0.09% of their portfolio LONDON, X0 24,86824.9k $1.5m $1.5m 0.09% Reduced -549 -549
45 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.05% of their portfolio TEANECK, NJ 24,60724.6k $1.5m $1.5m 0.05% Reduced -1.5k -1,460
46 Vision Capital Management, Inc. 0.26% of their portfolio PORTLAND, OR 24,23924.2k $1.4m $1.4m 0.26% Reduced -142 -142
47 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 23,36523.4k $1.4m $1.4m 0.00% Reduced -1.8k -1,784
48 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 23,20223.2k $1.4m $1.4m 0.00% Reduced -242 -242
49 ArrowMark Colorado Holdings LLC 0.02% of their portfolio Denver, CO 23,00023.0k $1.4m $1.4m 0.02% Unchanged
50 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 22,68822.7k $1.4m $1.4m 0.00% Added +15.2k +15,248
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 22,51822.5k $1.3m $1.3m 0.00% Added +21.4k +21,389
52 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 20,60020.6k $1.2m $1.2m 0.00% Reduced -38.6k -38,575
53 AVIVA PLC 0.01% of their portfolio LONDON, X0 20,57620.6k $1.2m $1.2m 0.01% Reduced -31.8k -31,796
54 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 19,44319.4k $1.2m $1.2m 0.00% Reduced -26 -26
55 Kerrisdale Advisers, LLC 0.34% of their portfolio Miami, FL 19,03919.0k $1.1m $1.1m 0.34% Unchanged
56 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio EDINA, MN 17,80417.8k $1.1m $1.1m 0.07% Reduced -260 -260
57 Cubist Systematic Strategies, LLC 0.01% of their portfolio STAMFORD, CT 17,37317.4k $1.0m $1.0m 0.01% Reduced -9.7k -9,652
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,79516.8k $1.0m $1.0m 0.00% Added +10.3k +10,322
59 WINMILL & CO. INC 0.35% of their portfolio WALPOLE, NH 15,93015.9k $950.2k $950.2k 0.35% Unchanged
60 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 15,77915.8k $941.2k $941.2k 0.00% Reduced -7.2k -7,188
61 Jump Financial, LLC 0.04% of their portfolio Chicago, IL 15,71315.7k $937.3k $937.3k 0.04% Added +113 +113
62 FINANCIAL COUNSELORS INC 0.02% of their portfolio Overland Park, KS 15,34515.3k $915.0k $915.0k 0.02% Added +200 +200
63 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.15% of their portfolio NEWPORT BEACH, CA 14,43014.4k $861.0k $861.0k 0.15% Reduced -68 -68
64 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 14,33114.3k $854.8k $854.8k 0.00% New
65 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 14,32314.3k $854.4k $854.4k 0.00% Reduced -2.4k -2,402
66 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,07713.1k $780.0k $780.0k 0.00% Reduced -13.6k -13,607
67 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 12,65412.7k $754.8k $754.8k 0.00% Reduced -4.1k -4,111
68 Graham Capital Management, L.P. 0.03% of their portfolio ROWAYTON, CT 12,34612.3k $736.4k $736.4k 0.03% New
69 RK Asset Management, LLC 0.69% of their portfolio GROSSE POINTE FARMS, MI 11,70611.7k $698.0k $698.0k 0.69% Reduced -349 -349
70 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 11,35811.4k $677.5k $677.5k 0.00% Reduced -13.8k -13,779
71 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 10,70010.7k $638.3k $638.3k 0.00% Reduced -15.4k -15,400
72 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 9,5379.5k $569.0k $569.0k 0.00% Reduced -246 -246
73 Diversified Investment Strategies, LLC 0.40% of their portfolio BATON ROUGE, LA 9,3899.4k $560.1k $560.1k 0.40% Reduced -72 -72
74 XTX Topco Ltd 0.12% of their portfolio LONDON, X0 9,2499.2k $551.7k $551.7k 0.12% Reduced -23.8k -23,835
75 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 8,8638.9k $523.4k $523.4k 0.00% Added +4.6k +4,564
76 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 8,7458.7k $520.0k $520.0k 0.00% Reduced -378.3k -378,341
77 MAVERICK CAPITAL LTD 0.01% of their portfolio DALLAS, TX 8,3408.3k $497.5k $497.5k 0.01% New
78 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 8,2338.2k $491.1k $491.1k 0.00% Unchanged
79 Watchtower Advisors, LP 0.31% of their portfolio OLD GREENWICH, CT 7,9307.9k $473.0k $473.0k 0.31% New
80 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 7,6477.6k $456.2k $456.2k 0.00% New
81 Ethic Inc. 0.02% of their portfolio NEW YORK, NY 7,5387.5k $439.4k $439.4k 0.02% Added +1.4k +1,441
82 Highlander Capital Management, LLC 0.22% of their portfolio SHORT HILLS, NJ 7,4957.5k $447.0k $447.0k 0.22% Unchanged
83 Norman Fields, Gottscho Capital Management, LLC 0.19% of their portfolio NEW YORK, NY 7,1187.1k $425.0k $425.0k 0.19% Reduced -9 -9
84 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio TORONTO, A6 6,8326.8k $407.5k $407.5k 0.00% Added +5.1k +5,055
85 Mraz, Amerine & Associates, Inc. 0.10% of their portfolio Modesto, CA 6,7716.8k $403.9k $403.9k 0.10% Reduced -179 -179
86 Legal & General Group Plc 0.00% of their portfolio London, X0 6,6936.7k $399.2k $399.2k 0.00% Reduced -1.9k -1,945
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 6,3906.4k $381.2k $381.2k 0.00% Reduced -368 -368
88 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 6,3396.3k $378.0k $378.0k 0.02% Added +19 +19
89 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,3326.3k $377.7k $377.7k 0.01% Added +370 +370
90 Oppenheimer & Close, LLC 0.37% of their portfolio NEW YORK, NY 6,2656.3k $373.7k $373.7k 0.37% Reduced -20 -20
91 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 5,8795.9k $350.7k $350.7k 0.00% Added +1.0k +1,004
92 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 5,7895.8k $345.0k $345.0k 0.00% Reduced -3.6k -3,562
93 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,6965.7k $339.8k $339.8k 0.00% Reduced -2.3k -2,252
94 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 5,5255.5k $329.6k $329.6k 0.00% Added +3.9k +3,939
95 WOLVERINE TRADING, LLC 0.01% of their portfolio CHICAGO, IL 5,4905.5k $324.0k $324.0k 0.01% Added +537 +537
96 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 5,3935.4k $308.0k $308.0k 0.00% Reduced -997 -997
97 ROBOTTI ROBERT 0.05% of their portfolio NEW YORK, NY 5,2005.2k $310.2k $310.2k 0.05% Unchanged
98 MCDONALD PARTNERS LLC 0.10% of their portfolio CLEVELAND, OH 5,0505.0k $301.2k $301.2k 0.10% New
99 Fore Capital, LLC 0.46% of their portfolio New York, NY 5,0005.0k $298.2k $298.2k 0.46% New
100 Jefferies Financial Group Inc. 0.01% of their portfolio NEW YORK, NY 4,9875.0k $297.5k $297.5k 0.01% New