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 ($289.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $55.30. Options: 6 managers hold calls ($1.7m notional), 6 hold puts ($2.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 214 |
| Q1 2023 | 205 |
| Q2 2023 | 194 |
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 |
| Q2 2023 | 70 | 110 |
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 |
| Q2 2023 | $1.7m | $2.5m | 1.52 |
Biggest buyers
| Scharf Investments, LLC | New | +480.5k |
| FIRST TRUST ADVISORS LP | Added | +199.5k |
| MARSHALL WACE, LLP | Added | +117.7k |
| NORGES BANK | Added | +102.7k |
| Old West Investment Management, LLC | Added | +42.0k |
| JANE STREET GROUP, LLC | New | +39.5k |
| K2 PRINCIPAL FUND, L.P. | New | +37.8k |
| VOYA INVESTMENT MANAGEMENT LLC | New | +26.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +19.4k |
| XTX Topco Ltd | Added | +15.4k |
Biggest sellers
| FMR LLC | Reduced | -498.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -119.8k |
| AMERIPRISE FINANCIAL INC | Reduced | -117.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -102.9k |
| Alyeska Investment Group, L.P. | Sold out | -92.6k |
| MORGAN STANLEY | Reduced | -67.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -32.2k |
| CITADEL ADVISORS LLC | Reduced | -29.2k |
| CANADA PENSION PLAN INVESTMENT BOARD | Sold out | -28.9k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -28.9k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $768.9k13.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $674.9k12.2k shares |
| Walleye Capital LLC | Reduced | $110.6k2.0k shares |
| Walleye Trading LLC | Reduced | $88.5k1.6k shares |
| GROUP ONE TRADING LLC | Reduced | $22.1k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.7m30.5k shares |
| CITADEL ADVISORS LLC | Reduced | $481.3k8.7k shares |
| Walleye Capital LLC | Reduced | $182.6k3.3k shares |
| Walleye Trading LLC | Reduced | $149.4k2.7k shares |
| GROUP ONE TRADING LLC | Added | $33.2k600 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2023 | 1 | $74.4k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-13 | Schmidt Karl A. Director | Bought | $74.4k1.5k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 830.8k $46.0m | Reduced -20.3k |
| YACKTMAN ASSET MANAGEMENT LP 0.37% of their portfolio | 714.6k $39.5m | Reduced -4.2k |
| Smead Capital Management, Inc. 0.60% of their portfolio | 550.2k $30.4m | Reduced -27.8k |
| Scharf Investments, LLC 0.80% of their portfolio | 480.5k $26.6m | New |
| FMR LLC 0.00% of their portfolio | 459.2k $25.4m | Reduced -498.1k |
| BlackRock Inc. 0.00% of their portfolio | 428.0k $23.7m | Added +4.5k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 0.65% of their portfolio | 407.0k $22.5m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 396.1k $21.9m | Reduced -28.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 339.8k $18.8m | Reduced -119.8k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 278.1k $15.4m | Added +199.5k |
| STATE STREET CORP 0.00% of their portfolio | 224.0k $12.4m | Added +1.9k |
| Old West Investment Management, LLC 5.05% of their portfolio | 174.5k $9.7m | Added +42.0k |
| Artisan Partners Limited Partnership 0.01% of their portfolio | 160.9k $8.9m | Reduced -8.6k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 158.9k $8.8m | Added +117.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 144.6k $8.0m | Reduced -4.0k |
| NORGES BANK 0.00% of their portfolio | 137.9k $7.6m | Added +102.7k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 100.0k $5.5m | Reduced -2.1k |
| MORGAN STANLEY 0.00% of their portfolio | 82.2k $4.5m | Reduced -67.1k |
| Bruce & Co., Inc. 1.16% of their portfolio | 74.8k $4.1m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 72.4k $4.0m | Added +12.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 67.3k $3.7m | Added +19.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 59.2k $3.3m | Added +3.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 57.8k $3.2m | Reduced -1 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 53.3k $3.0m | Reduced -32.2k |
| EverSource Wealth Advisors, LLC 0.27% of their portfolio | 44.3k $2.5m | Added +6.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 39.5k $2.2m | New |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 38.6k $2.1m | Added +7.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 38.0k $2.1m | Reduced -9.4k |
| K2 PRINCIPAL FUND, L.P. 0.66% of their portfolio | 37.8k $2.1m | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.20% of their portfolio | 34.3k $1.9m | Reduced -3.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 34.0k $1.9m | Added +5 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 27.4k $1.5m | Reduced -20.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 26.5k $1.5m | New |
| Squarepoint Ops LLC 0.01% of their portfolio | 26.1k $1.4m | Reduced -5.5k |
| XTX Topco Ltd 0.24% of their portfolio | 24.6k $1.4m | Added +15.4k |
| Vision Capital Management, Inc. 0.23% of their portfolio | 24.4k $1.4m | Added +207 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 23.3k $1.3m | Added +82 |
| ArrowMark Colorado Holdings LLC 0.01% of their portfolio | 23.0k $1.3m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 22.3k $1.2m | Added +1.7k |
| STRS OHIO 0.00% of their portfolio | 20.5k $1.1m | Reduced -12.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 20.2k $1.1m | Added +4.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 19.7k $1.1m | Added +12.1k |
| Kerrisdale Advisers, LLC 0.28% of their portfolio | 19.0k $1.1m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 18.0k $994.0k | Reduced -23.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 16.4k $909.1k | Reduced -102.9k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio | 16.2k $898.1k | Added +14.3k |
| WINMILL & CO. INC 0.32% of their portfolio | 15.9k $881.2k | Unchanged |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio | 15.5k $858.6k | Reduced -2.3k |
| MCDONALD PARTNERS LLC 0.26% of their portfolio | 15.2k $842.2k | Added +10.2k |
| Proficio Capital Partners LLC 0.11% of their portfolio | 14.9k $823.8k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 14.7k $812.8k | Added +12.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 14.3k $854.8k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 14.3k $788.6k | Reduced -14.4k |
| FINANCIAL COUNSELORS INC 0.01% of their portfolio | 13.2k $732.0k | Reduced -2.1k |
| MGO ONE SEVEN LLC 0.06% of their portfolio | 12.7k $701.8k | New |
| CAXTON ASSOCIATES LP 0.10% of their portfolio | 12.6k $698.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.0k $661.0k | Reduced -1.1k |
| Brandywine Global Investment Management, LLC 0.01% of their portfolio | 11.6k $643.5k | Reduced -13.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 11.3k $625.6k | Added +1.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.6k $588.0k | Added +4.2k |
| WINTON GROUP Ltd 0.05% of their portfolio | 10.5k $581.9k | Reduced -14.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $571.2k | Reduced -29.2k |
| Campbell & CO Investment Adviser LLC 0.10% of their portfolio | 10.1k $557.4k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 9.8k $544.0k | Reduced -117.2k |
| Diversified Investment Strategies, LLC 0.38% of their portfolio | 9.3k $516.1k | Reduced -60 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 9.1k $504.9k | Added +893 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.0k $496.3k | Reduced -7.8k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 8.0k $442.6k | Reduced -27.0k |
| REDMONT WEALTH ADVISORS LLC 0.74% of their portfolio | 7.8k $429.3k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 7.7k $423.4k | Added +1.8k |
| Highlander Capital Management, LLC 0.19% of their portfolio | 7.5k $415.0k | Unchanged |
| Versor Investments LP 0.07% of their portfolio | 7.5k $414.2k | New |
| AE Wealth Management LLC 0.00% of their portfolio | 7.2k $399.6k | Added +2.8k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.13% of their portfolio | 7.2k $398.0k | Reduced -7.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 7.1k $394.4k | Added +2.2k |
| Norman Fields, Gottscho Capital Management, LLC 0.16% of their portfolio | 7.1k $392.0k | Reduced -30 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.14% of their portfolio | 6.8k $376.3k | Added +2.8k |
| Mraz, Amerine & Associates, Inc. 0.09% of their portfolio | 6.8k $374.6k | Unchanged |
| INGALLS & SNYDER LLC 0.02% of their portfolio | 6.3k $351.0k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 6.3k $349.0k | New |
| Oppenheimer & Close, LLC 0.36% of their portfolio | 6.2k $345.5k | Reduced -20 |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 6.2k $344.8k | Reduced -100 |
| RK Asset Management, LLC 0.32% of their portfolio | 6.2k $342.0k | Reduced -5.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 6.0k $330.6k | Added +279 |
| Ergoteles LLC 0.02% of their portfolio | 6.0k $330.4k | Added +2.3k |
| Ethic Inc. 0.01% of their portfolio | 5.8k $312.6k | Reduced -1.8k |
| Invesco Ltd. 0.00% of their portfolio | 5.8k $318.6k | Reduced -5.6k |
| LMR Partners LLP 0.01% of their portfolio | 5.7k $313.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.6k $309.0k | New |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 5.5k $302.0k | Reduced -22.4k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 5.4k $294.0k | Unchanged |
| UBS Group AG 0.00% of their portfolio | 5.2k $289.2k | Reduced -17.3k |
| Jump Financial, LLC 0.01% of their portfolio | 5.2k $288.1k | Reduced -10.5k |
| ROBOTTI ROBERT 0.05% of their portfolio | 5.2k $287.7k | Unchanged |
| Intellectus Partners, LLC 0.07% of their portfolio | 4.5k $246.7k | New |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 4.5k $245.0k | Reduced -4.3k |
| Lakewood Asset Management LLC 0.19% of their portfolio | 4.3k $238.7k | Reduced -26 |
| FIRST HAWAIIAN BANK 0.01% of their portfolio | 4.2k $229.7k | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 4.1k $225.0k | Reduced -414 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 4.0k $223.0k | Added +5 |