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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 214 |
| Q1 2023 | 205 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 105 | 178 |
| Q1 2023 | 86 | 114 |
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 |
| Q1 2023 | $8.8m | $5.3m | 0.60 |
Biggest buyers
| FMR LLC | Added | +728.7k |
| Old West Investment Management, LLC | New | +132.4k |
| AMERIPRISE FINANCIAL INC | Added | +119.3k |
| Alyeska Investment Group, L.P. | New | +92.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +84.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +60.9k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +44.1k |
| BlackRock Inc. | Added | +42.6k |
| HRT FINANCIAL LP | New | +41.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +39.0k |
Biggest sellers
| LAZARD ASSET MANAGEMENT LLC | Reduced | -378.3k |
| AustralianSuper Pty Ltd | Sold out | -251.7k |
| Long Pond Capital, LP | Sold out | -170.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Sold out | -146.0k |
| Harspring Capital Management, LLC | Sold out | -83.0k |
| FIRST TRUST ADVISORS LP | Reduced | -64.3k |
| California Public Employees Retirement System | Sold out | -59.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -51.2k |
| STATE STREET CORP | Reduced | -47.8k |
| DigitalBridge Group, Inc. | Sold out | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2023 | 2 | $1.4m | 1 | $176.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-03-23 | SHOEN EDWARD J President, director · SAC Holding Corporation | Bought | $1.4m24.9k shares |
| 2023-03-23 | Willow Grove Holdings LP +2 10% owner · SAC Holding Corporation | Bought | $1.4m24.9k shares |
| 2023-03-23 | SHOEN MARK V 10% owner · SAC Holding Corporation | Bought | $1.4m24.9k shares |
| 2023-02-15 | Brogan John P. Director | Sold | $176.1k3.0k shares |
| 2023-01-03 | Brogan John P. Director | Bought | $2.0k37 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, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 957.4k $57.1m | Added +728.7k |
| VANGUARD GROUP INC 0.00% of their portfolio | 851.2k $50.8m | Added +19.6k |
| YACKTMAN ASSET MANAGEMENT LP 0.42% of their portfolio | 718.8k $42.9m | Reduced -37.8k |
| Smead Capital Management, Inc. 0.69% of their portfolio | 578.1k $34.5m | Reduced -1.4k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 459.6k $27.4m | Added +84.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 425.0k $25.3m | Reduced -29.2k |
| BlackRock Inc. 0.00% of their portfolio | 423.5k $25.3m | Added +42.6k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 0.77% of their portfolio | 407.0k $24.3m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 222.1k $13.2m | Reduced -47.8k |
| Artisan Partners Limited Partnership 0.02% of their portfolio | 169.5k $10.1m | Reduced -12.2k |
| MORGAN STANLEY 0.00% of their portfolio | 149.3k $8.9m | Added +15.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 148.5k $8.9m | Added +21.5k |
| Old West Investment Management, LLC 4.25% of their portfolio | 132.4k $7.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 127.0k $7.6m | Added +119.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 119.4k $7.1m | Added +60.9k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 102.1k $6.0m | Reduced -15 |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 92.6k $5.5m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 85.5k $5.1m | Added +44.1k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 78.7k $4.7m | Reduced -64.3k |
| Bruce & Co., Inc. 1.22% of their portfolio | 74.8k $4.5m | Reduced -291 |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 59.8k $3.6m | Added +9.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 57.8k $3.4m | Reduced -27.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 55.8k $3.3m | Added +8.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 47.9k $2.9m | Added +13.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.6k $2.8m | Added +39.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 47.4k $2.8m | Added +20.4k |
| HRT FINANCIAL LP 0.03% of their portfolio | 41.6k $2.5m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 41.1k $2.5m | Reduced -23.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 39.5k $2.4m | Added +34.0k |
| EverSource Wealth Advisors, LLC 0.28% of their portfolio | 37.5k $2.2m | Added +36.7k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.20% of their portfolio | 37.4k $2.2m | New |
| NORGES BANK 0.00% of their portfolio | 35.2k $2.1m | Reduced -22.8k |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 35.0k $2.1m | Added +21.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 34.0k $2.0m | Reduced -715 |
| STRS OHIO 0.00% of their portfolio | 32.6k $1.9m | Added +19.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 31.7k $1.9m | Added +26.5k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 31.6k $1.9m | Added +7.4k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 29.3k $1.7m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 28.9k $1.7m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 28.6k $1.7m | Added +10.0k |
| GSA CAPITAL PARTNERS LLP 0.16% of their portfolio | 27.8k $1.7m | Added +12.0k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 27.3k $1.4m | New |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 25.1k $1.5m | Added +9.5k |
| WINTON GROUP Ltd 0.09% of their portfolio | 24.9k $1.5m | Reduced -549 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.05% of their portfolio | 24.6k $1.5m | Reduced -1.5k |
| Vision Capital Management, Inc. 0.26% of their portfolio | 24.2k $1.4m | Reduced -142 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 23.4k $1.4m | Reduced -1.8k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 23.2k $1.4m | Reduced -242 |
| ArrowMark Colorado Holdings LLC 0.02% of their portfolio | 23.0k $1.4m | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 22.7k $1.4m | Added +15.2k |
| UBS Group AG 0.00% of their portfolio | 22.5k $1.3m | Added +21.4k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 20.6k $1.2m | Reduced -38.6k |
| AVIVA PLC 0.01% of their portfolio | 20.6k $1.2m | Reduced -31.8k |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 19.4k $1.2m | Reduced -26 |
| Kerrisdale Advisers, LLC 0.34% of their portfolio | 19.0k $1.1m | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio | 17.8k $1.1m | Reduced -260 |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 17.4k $1.0m | Reduced -9.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.8k $1.0m | Added +10.3k |
| WINMILL & CO. INC 0.35% of their portfolio | 15.9k $950.2k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 15.8k $941.2k | Reduced -7.2k |
| Jump Financial, LLC 0.04% of their portfolio | 15.7k $937.3k | Added +113 |
| FINANCIAL COUNSELORS INC 0.02% of their portfolio | 15.3k $915.0k | Added +200 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.15% of their portfolio | 14.4k $861.0k | Reduced -68 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.3k $854.8k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.3k $854.4k | Reduced -2.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 13.1k $780.0k | Reduced -13.6k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 12.7k $754.8k | Reduced -4.1k |
| Graham Capital Management, L.P. 0.03% of their portfolio | 12.3k $736.4k | New |
| RK Asset Management, LLC 0.69% of their portfolio | 11.7k $698.0k | Reduced -349 |
| Invesco Ltd. 0.00% of their portfolio | 11.4k $677.5k | Reduced -13.8k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 10.7k $638.3k | Reduced -15.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 9.5k $569.0k | Reduced -246 |
| Diversified Investment Strategies, LLC 0.40% of their portfolio | 9.4k $560.1k | Reduced -72 |
| XTX Topco Ltd 0.12% of their portfolio | 9.2k $551.7k | Reduced -23.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 8.9k $523.4k | Added +4.6k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 8.7k $520.0k | Reduced -378.3k |
| MAVERICK CAPITAL LTD 0.01% of their portfolio | 8.3k $497.5k | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 8.2k $491.1k | Unchanged |
| Watchtower Advisors, LP 0.31% of their portfolio | 7.9k $473.0k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 7.6k $456.2k | New |
| Ethic Inc. 0.02% of their portfolio | 7.5k $439.4k | Added +1.4k |
| Highlander Capital Management, LLC 0.22% of their portfolio | 7.5k $447.0k | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC 0.19% of their portfolio | 7.1k $425.0k | Reduced -9 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 6.8k $407.5k | Added +5.1k |
| Mraz, Amerine & Associates, Inc. 0.10% of their portfolio | 6.8k $403.9k | Reduced -179 |
| Legal & General Group Plc 0.00% of their portfolio | 6.7k $399.2k | Reduced -1.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 6.4k $381.2k | Reduced -368 |
| INGALLS & SNYDER LLC 0.02% of their portfolio | 6.3k $378.0k | Added +19 |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 6.3k $377.7k | Added +370 |
| Oppenheimer & Close, LLC 0.37% of their portfolio | 6.3k $373.7k | Reduced -20 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 5.9k $350.7k | Added +1.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 5.8k $345.0k | Reduced -3.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 5.7k $339.8k | Reduced -2.3k |
| BARCLAYS PLC 0.00% of their portfolio | 5.5k $329.6k | Added +3.9k |
| WOLVERINE TRADING, LLC 0.01% of their portfolio | 5.5k $324.0k | Added +537 |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 5.4k $308.0k | Reduced -997 |
| ROBOTTI ROBERT 0.05% of their portfolio | 5.2k $310.2k | Unchanged |
| MCDONALD PARTNERS LLC 0.10% of their portfolio | 5.0k $301.2k | New |
| Fore Capital, LLC 0.46% of their portfolio | 5.0k $298.2k | New |
| Jefferies Financial Group Inc. 0.01% of their portfolio | 5.0k $297.5k | New |