Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

194 institutional holders -11 vs Q1 2023
7,580,2917.6m shares reported held*
$419.2mreported value*
25 new 45 added 74 reduced 36 sold out net sold ≈ $23.1m (-420.6k 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 ($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

0100200300Q3 22: 290Q4 22: 214Q1 23: 205Q2 23: 194194Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194

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 23Q2 23: 70 bought or addedQ2 23: 110 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022105178
Q1 202386114
Q2 202370110

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 0.60Q2 23 calls: $1.7mQ2 23 puts: $2.5mQ2 23P/C 1.52
Numbers
QuarterCallsPutsP/C
Q3 2022$5.1m$35.8m7.04
Q4 2022$4.9m$7.5m1.55
Q1 2023$8.8m$5.3m0.60
Q2 2023$1.7m$2.5m1.52

Biggest buyers

Scharf Investments, LLC New +480,527+480.5k
FIRST TRUST ADVISORS LP Added +199,486+199.5k
MARSHALL WACE, LLP Added +117,740+117.7k
NORGES BANK Added +102,696+102.7k
Old West Investment Management, LLC Added +42,040+42.0k
JANE STREET GROUP, LLC New +39,480+39.5k
K2 PRINCIPAL FUND, L.P. New +37,762+37.8k
VOYA INVESTMENT MANAGEMENT LLC New +26,544+26.5k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +19,394+19.4k
XTX Topco Ltd Added +15,375+15.4k

Biggest sellers

FMR LLC Reduced -498,137-498.1k
MILLENNIUM MANAGEMENT LLC Reduced -119,760-119.8k
AMERIPRISE FINANCIAL INC Reduced -117,160-117.2k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Reduced -102,922-102.9k
Alyeska Investment Group, L.P. Sold out -92,602-92.6k
MORGAN STANLEY Reduced -67,069-67.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -32,174-32.2k
CITADEL ADVISORS LLC Reduced -29,163-29.2k
CANADA PENSION PLAN INVESTMENT BOARD Sold out -28,900-28.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -28,891-28.9k

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)

BuyingSelling
404Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 1 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 1 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 3 buyingQ4 22: 0 sellingQ4 22Q1 23: 2 buyingQ1 23: 1 sellingQ2 23: 1 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q2 20231$74.4k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-06-13 Schmidt Karl A. Director Bought 1,500 $49.59 $74.4k1.5k shares +7%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 830,838830.8k $46.0m $46.0m 0.00% Reduced -20.3k -20,316
2 YACKTMAN ASSET MANAGEMENT LP 0.37% of their portfolio AUSTIN, TX 714,614714.6k $39.5m $39.5m 0.37% Reduced -4.2k -4,170
3 Smead Capital Management, Inc. 0.60% of their portfolio Phoenix, AZ 550,215550.2k $30.4m $30.4m 0.60% Reduced -27.8k -27,840
4 Scharf Investments, LLC 0.80% of their portfolio LOS GATOS, CA 480,527480.5k $26.6m $26.6m 0.80% New
5 FMR LLC 0.00% of their portfolio BOSTON, MA 459,237459.2k $25.4m $25.4m 0.00% Reduced -498.1k -498,137
6 BlackRock Inc. 0.00% of their portfolio New York, NY 427,979428.0k $23.7m $23.7m 0.00% Added +4.5k +4,482
7 ABRAMS CAPITAL MANAGEMENT, L.P. 0.65% of their portfolio Boston, MA 407,027407.0k $22.5m $22.5m 0.65% Unchanged
8 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 396,086396.1k $21.9m $21.9m 0.01% Reduced -28.9k -28,882
9 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 339,825339.8k $18.8m $18.8m 0.02% Reduced -119.8k -119,760
10 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 278,138278.1k $15.4m $15.4m 0.02% Added +199.5k +199,486
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 224,018224.0k $12.4m $12.4m 0.00% Added +1.9k +1,892
12 Old West Investment Management, LLC 5.05% of their portfolio Los Angeles, CA 174,474174.5k $9.7m $9.7m 5.05% Added +42.0k +42,040
13 Artisan Partners Limited Partnership 0.01% of their portfolio Milwaukee, WI 160,942160.9k $8.9m $8.9m 0.01% Reduced -8.6k -8,566
14 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 158,853158.9k $8.8m $8.8m 0.02% Added +117.7k +117,740
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 144,557144.6k $8.0m $8.0m 0.00% Reduced -4.0k -3,984
16 NORGES BANK 0.00% of their portfolio OSLO, Q8 137,901137.9k $7.6m $7.6m 0.00% Added +102.7k +102,696
17 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 99,992100.0k $5.5m $5.5m 0.01% Reduced -2.1k -2,132
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 82,19882.2k $4.5m $4.5m 0.00% Reduced -67.1k -67,069
19 Bruce & Co., Inc. 1.16% of their portfolio CHICAGO, IL 74,76474.8k $4.1m $4.1m 1.16% Unchanged
20 TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio STAMFORD, CT 72,39272.4k $4.0m $4.0m 0.07% Added +12.6k +12,618
21 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 67,31567.3k $3.7m $3.7m 0.02% Added +19.4k +19,394
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 59,20659.2k $3.3m $3.3m 0.00% Added +3.4k +3,388
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 57,81357.8k $3.2m $3.2m 0.00% Reduced -1 -1
24 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 53,33853.3k $3.0m $3.0m 0.00% Reduced -32.2k -32,174
25 EverSource Wealth Advisors, LLC 0.27% of their portfolio BIRMINGHAM, AL 44,32644.3k $2.5m $2.5m 0.27% Added +6.9k +6,857
26 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 39,48039.5k $2.2m $2.2m 0.00% New
27 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 38,62638.6k $2.1m $2.1m 0.01% Added +7.0k +7,049
28 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 38,04338.0k $2.1m $2.1m 0.00% Reduced -9.4k -9,364
29 K2 PRINCIPAL FUND, L.P. 0.66% of their portfolio TORONTO, A6 37,76237.8k $2.1m $2.1m 0.66% New
30 OCCUDO QUANTITATIVE STRATEGIES LP 0.20% of their portfolio FORT LAUDERDALE, FL 34,33634.3k $1.9m $1.9m 0.20% Reduced -3.0k -3,016
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,97434.0k $1.9m $1.9m 0.00% Added +5 +5
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,42327.4k $1.5m $1.5m 0.00% Reduced -20.2k -20,208
33 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 26,54426.5k $1.5m $1.5m 0.00% New
34 Squarepoint Ops LLC 0.01% of their portfolio NEW YORK, NY 26,13726.1k $1.4m $1.4m 0.01% Reduced -5.5k -5,519
35 XTX Topco Ltd 0.24% of their portfolio LONDON, X0 24,62424.6k $1.4m $1.4m 0.24% Added +15.4k +15,375
36 Vision Capital Management, Inc. 0.23% of their portfolio PORTLAND, OR 24,44624.4k $1.4m $1.4m 0.23% Added +207 +207
37 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 23,28423.3k $1.3m $1.3m 0.00% Added +82 +82
38 ArrowMark Colorado Holdings LLC 0.01% of their portfolio Denver, CO 23,00023.0k $1.3m $1.3m 0.01% Unchanged
39 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,32122.3k $1.2m $1.2m 0.00% Added +1.7k +1,721
40 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 20,51520.5k $1.1m $1.1m 0.00% Reduced -12.1k -12,101
41 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 20,20720.2k $1.1m $1.1m 0.00% Added +4.4k +4,428
42 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 19,71719.7k $1.1m $1.1m 0.00% Added +12.1k +12,070
43 Kerrisdale Advisers, LLC 0.28% of their portfolio Miami, FL 19,03919.0k $1.1m $1.1m 0.28% Unchanged
44 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 17,98418.0k $994.0k $994.0k 0.01% Reduced -23.6k -23,622
45 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,43416.4k $909.1k $909.1k 0.00% Reduced -102.9k -102,922
46 DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio NEW YORK, NY 16,23416.2k $898.1k $898.1k 0.09% Added +14.3k +14,285
47 WINMILL & CO. INC 0.32% of their portfolio WALPOLE, NH 15,93015.9k $881.2k $881.2k 0.32% Unchanged
48 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio EDINA, MN 15,52015.5k $858.6k $858.6k 0.05% Reduced -2.3k -2,284
49 MCDONALD PARTNERS LLC 0.26% of their portfolio CLEVELAND, OH 15,22515.2k $842.2k $842.2k 0.26% Added +10.2k +10,175
50 Proficio Capital Partners LLC 0.11% of their portfolio NEWTON, MA 14,89214.9k $823.8k $823.8k 0.11% New
51 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 14,69214.7k $812.8k $812.8k 0.00% Added +12.2k +12,218
52 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% Unchanged
53 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 14,25614.3k $788.6k $788.6k 0.00% Reduced -14.4k -14,364
54 FINANCIAL COUNSELORS INC 0.01% of their portfolio Overland Park, KS 13,24013.2k $732.0k $732.0k 0.01% Reduced -2.1k -2,105
55 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 12,68712.7k $701.8k $701.8k 0.06% New
56 CAXTON ASSOCIATES LP 0.10% of their portfolio NEW YORK, NY 12,61812.6k $698.0k $698.0k 0.10% New
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,96712.0k $661.0k $661.0k 0.00% Reduced -1.1k -1,110
58 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 11,63311.6k $643.5k $643.5k 0.01% Reduced -13.4k -13,437
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 11,30811.3k $625.6k $625.6k 0.00% Added +1.8k +1,771
60 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,62910.6k $588.0k $588.0k 0.00% Added +4.2k +4,239
61 WINTON GROUP Ltd 0.05% of their portfolio LONDON, X0 10,51810.5k $581.9k $581.9k 0.05% Reduced -14.3k -14,350
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,32510.3k $571.2k $571.2k 0.00% Reduced -29.2k -29,163
63 Campbell & CO Investment Adviser LLC 0.10% of their portfolio BALTIMORE, MD 10,07610.1k $557.4k $557.4k 0.10% New
64 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,8349.8k $544.0k $544.0k 0.00% Reduced -117.2k -117,160
65 Diversified Investment Strategies, LLC 0.38% of their portfolio BATON ROUGE, LA 9,3299.3k $516.1k $516.1k 0.38% Reduced -60 -60
66 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 9,1269.1k $504.9k $504.9k 0.00% Added +893 +893
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,9729.0k $496.3k $496.3k 0.00% Reduced -7.8k -7,823
68 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 8,0008.0k $442.6k $442.6k 0.00% Reduced -27.0k -27,028
69 REDMONT WEALTH ADVISORS LLC 0.74% of their portfolio CHICAGO, IL 7,7607.8k $429.3k $429.3k 0.74% New
70 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,6537.7k $423.4k $423.4k 0.00% Added +1.8k +1,774
71 Highlander Capital Management, LLC 0.19% of their portfolio SHORT HILLS, NJ 7,4957.5k $415.0k $415.0k 0.19% Unchanged
72 Versor Investments LP 0.07% of their portfolio New York, NY 7,4887.5k $414.2k $414.2k 0.07% New
73 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 7,2237.2k $399.6k $399.6k 0.00% Added +2.8k +2,806
74 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.13% of their portfolio NEWPORT BEACH, CA 7,1927.2k $398.0k $398.0k 0.13% Reduced -7.2k -7,238
75 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,1307.1k $394.4k $394.4k 0.00% Added +2.2k +2,180
76 Norman Fields, Gottscho Capital Management, LLC 0.16% of their portfolio NEW YORK, NY 7,0887.1k $392.0k $392.0k 0.16% Reduced -30 -30
77 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.14% of their portfolio FLINT, MI 6,8026.8k $376.3k $376.3k 0.14% Added +2.8k +2,815
78 Mraz, Amerine & Associates, Inc. 0.09% of their portfolio Modesto, CA 6,7716.8k $374.6k $374.6k 0.09% Unchanged
79 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 6,3396.3k $351.0k $351.0k 0.02% Unchanged
80 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,3096.3k $349.0k $349.0k 0.00% New
81 Oppenheimer & Close, LLC 0.36% of their portfolio NEW YORK, NY 6,2456.2k $345.5k $345.5k 0.36% Reduced -20 -20
82 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,2326.2k $344.8k $344.8k 0.01% Reduced -100 -100
83 RK Asset Management, LLC 0.32% of their portfolio GROSSE POINTE FARMS, MI 6,1796.2k $342.0k $342.0k 0.32% Reduced -5.5k -5,527
84 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,9756.0k $330.6k $330.6k 0.00% Added +279 +279
85 Ergoteles LLC 0.02% of their portfolio NEW YORK, NY 5,9736.0k $330.4k $330.4k 0.02% Added +2.3k +2,316
86 Ethic Inc. 0.01% of their portfolio NEW YORK, NY 5,7775.8k $312.6k $312.6k 0.01% Reduced -1.8k -1,761
87 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 5,7605.8k $318.6k $318.6k 0.00% Reduced -5.6k -5,598
88 LMR Partners LLP 0.01% of their portfolio LONDON, X0 5,6595.7k $313.1k $313.1k 0.01% New
89 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,6205.6k $309.0k $309.0k 0.00% New
90 GSA CAPITAL PARTNERS LLP 0.03% of their portfolio LONDON, X0 5,4625.5k $302.0k $302.0k 0.03% Reduced -22.4k -22,374
91 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 5,3935.4k $294.0k $294.0k 0.00% Unchanged
92 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,2275.2k $289.2k $289.2k 0.00% Reduced -17.3k -17,291
93 Jump Financial, LLC 0.01% of their portfolio Chicago, IL 5,2075.2k $288.1k $288.1k 0.01% Reduced -10.5k -10,506
94 ROBOTTI ROBERT 0.05% of their portfolio NEW YORK, NY 5,2005.2k $287.7k $287.7k 0.05% Unchanged
95 Intellectus Partners, LLC 0.07% of their portfolio SAN FRANCISCO, CA 4,4604.5k $246.7k $246.7k 0.07% New
96 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 4,4554.5k $245.0k $245.0k 0.00% Reduced -4.3k -4,290
97 Lakewood Asset Management LLC 0.19% of their portfolio NAPERVILLE, IL 4,3144.3k $238.7k $238.7k 0.19% Reduced -26 -26
98 FIRST HAWAIIAN BANK 0.01% of their portfolio HONOLULU, HI 4,1524.2k $229.7k $229.7k 0.01% New
99 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 4,0594.1k $225.0k $225.0k 0.00% Reduced -414 -414
100 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 4,0244.0k $223.0k $223.0k 0.00% Added +5 +5