Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

179 institutional holders -15 vs Q2 2023
7,452,2137.5m shares reported held*
$406.7mreported value*
15 new 56 added 71 reduced 30 sold out net sold ≈ $6.7m (-126.2k 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 ($390.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.57. Options: 4 managers hold calls ($1.8m notional), 3 hold puts ($1.7m).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 290Q4 22: 214Q1 23: 205Q2 23: 194Q3 23: 179179Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194
Q3 2023179

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 23Q3 23: 71 bought or addedQ3 23: 101 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022105178
Q1 202386114
Q2 202370110
Q3 202371101

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ4 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 1.52Q3 23 calls: $1.8mQ3 23 puts: $1.7mQ3 23P/C 0.94
Numbers
QuarterCallsPutsP/C
Q4 2022$4.9m$7.5m1.55
Q1 2023$8.8m$5.3m0.60
Q2 2023$1.7m$2.5m1.52
Q3 2023$1.8m$1.7m0.94

Biggest buyers

Scharf Investments, LLC Added +94,742+94.7k
WELLINGTON MANAGEMENT GROUP LLP New +87,881+87.9k
JACOBS LEVY EQUITY MANAGEMENT, INC New +62,108+62.1k
Applied Fundamental Research, LLC New +56,536+56.5k
ENVESTNET ASSET MANAGEMENT INC Added +50,052+50.1k
Russell Investments Group, Ltd. Added +28,946+28.9k
ArrowMark Colorado Holdings LLC Added +28,000+28.0k
GSA CAPITAL PARTNERS LLP Added +26,065+26.1k
FIRST TRUST ADVISORS LP Added +21,083+21.1k
Invesco Ltd. Added +20,800+20.8k

Biggest sellers

FMR LLC Reduced -186,813-186.8k
TUDOR INVESTMENT CORP ET AL Reduced -56,468-56.5k
YACKTMAN ASSET MANAGEMENT LP Reduced -40,837-40.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -38,468-38.5k
BlackRock Inc. Reduced -32,018-32.0k
MILLENNIUM MANAGEMENT LLC Reduced -29,364-29.4k
K2 PRINCIPAL FUND, L.P. Reduced -29,182-29.2k
JANE STREET GROUP, LLC Reduced -24,215-24.2k
MARSHALL WACE, LLP Reduced -22,947-22.9k
Squarepoint Ops LLC Reduced -22,054-22.1k

Biggest calls

CITADEL ADVISORS LLC Added $1.3m23.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $496.6k9.1k shares
GROUP ONE TRADING LLC Reduced $5.5k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.2m22.6k shares
CITADEL ADVISORS LLC Reduced $425.6k7.8k 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 Q3 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
404Q4 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 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20230—0——

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 851,268851.3k $46.5m $46.5m 0.00% Added +20.4k +20,430
2 YACKTMAN ASSET MANAGEMENT LP 0.36% of their portfolio AUSTIN, TX 673,777673.8k $36.8m $36.8m 0.36% Reduced -40.8k -40,837
3 Scharf Investments, LLC 0.94% of their portfolio LOS GATOS, CA 575,269575.3k $31.4m $31.4m 0.94% Added +94.7k +94,742
4 Smead Capital Management, Inc. 0.59% of their portfolio Phoenix, AZ 529,912529.9k $28.9m $28.9m 0.59% Reduced -20.3k -20,303
5 ABRAMS CAPITAL MANAGEMENT, L.P. 0.73% of their portfolio Boston, MA 407,027407.0k $22.2m $22.2m 0.73% Unchanged
6 BlackRock Inc. 0.00% of their portfolio New York, NY 395,961396.0k $21.6m $21.6m 0.00% Reduced -32.0k -32,018
7 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 390,583390.6k $21.3m $21.3m 0.01% Reduced -5.5k -5,503
8 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 310,461310.5k $16.9m $16.9m 0.02% Reduced -29.4k -29,364
9 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 299,221299.2k $16.3m $16.3m 0.02% Added +21.1k +21,083
10 FMR LLC 0.00% of their portfolio BOSTON, MA 272,424272.4k $14.9m $14.9m 0.00% Reduced -186.8k -186,813
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 206,476206.5k $11.3m $11.3m 0.00% Reduced -17.5k -17,542
12 Old West Investment Management, LLC 4.85% of their portfolio Los Angeles, CA 176,235176.2k $9.6m $9.6m 4.85% Added +1.8k +1,761
13 Artisan Partners Limited Partnership 0.01% of their portfolio Milwaukee, WI 156,363156.4k $8.5m $8.5m 0.01% Reduced -4.6k -4,579
14 NORGES BANK 0.00% of their portfolio OSLO, Q8 155,609155.6k $8.5m $8.5m 0.00% Added +17.7k +17,708
15 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 154,080154.1k $8.4m $8.4m 0.00% Added +9.5k +9,523
16 MARSHALL WACE, LLP 0.02% of their portfolio LONDON, X0 135,906135.9k $7.4m $7.4m 0.02% Reduced -22.9k -22,947
17 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 105,029105.0k $5.7m $5.7m 0.01% Added +5.0k +5,037
18 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 87,88187.9k $4.8m $4.8m 0.00% New
19 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 80,12180.1k $4.4m $4.4m 0.02% Added +12.8k +12,806
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 73,06973.1k $4.0m $4.0m 0.00% Reduced -9.1k -9,129
21 Bruce & Co., Inc. 1.32% of their portfolio CHICAGO, IL 70,80570.8k $3.9m $3.9m 1.32% Reduced -4.0k -3,959
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 69,76969.8k $3.8m $3.8m 0.00% Added +50.1k +50,052
23 JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio FLORHAM PARK, NJ 62,10862.1k $3.4m $3.4m 0.02% New
24 Applied Fundamental Research, LLC 2.24% of their portfolio CAMBRIDGE, MA 56,53656.5k $3.1m $3.1m 2.24% New
25 ArrowMark Colorado Holdings LLC 0.03% of their portfolio Denver, CO 51,00051.0k $2.8m $2.8m 0.03% Added +28.0k +28,000
26 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 50,86250.9k $2.8m $2.8m 0.00% Reduced -8.3k -8,344
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 48,68248.7k $2.7m $2.7m 0.00% Reduced -9.1k -9,131
28 EverSource Wealth Advisors, LLC 0.24% of their portfolio BIRMINGHAM, AL 41,61841.6k $2.3m $2.3m 0.24% Reduced -2.7k -2,708
29 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 36,96937.0k $2.0m $2.0m 0.01% Reduced -1.7k -1,657
30 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 32,84832.8k $1.8m $1.8m 0.00% Reduced -1.1k -1,126
31 GSA CAPITAL PARTNERS LLP 0.15% of their portfolio LONDON, X0 31,52731.5k $1.7m $1.7m 0.15% Added +26.1k +26,065
32 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 31,07531.1k $1.7m $1.7m 0.00% Reduced -7.0k -6,968
33 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 30,95831.0k $1.7m $1.7m 0.00% Added +28.9k +28,946
34 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 27,11127.1k $1.5m $1.5m 0.00% Added +3.8k +3,827
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 26,56026.6k $1.4m $1.4m 0.00% Added +20.8k +20,800
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 26,44226.4k $1.4m $1.4m 0.00% Reduced -981 -981
37 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 26,32026.3k $1.4m $1.4m 0.00% Reduced -224 -224
38 Vision Capital Management, Inc. 0.25% of their portfolio PORTLAND, OR 24,94124.9k $1.4m $1.4m 0.25% Added +495 +495
39 LMR Partners LLP 0.02% of their portfolio LONDON, X0 19,42519.4k $1.1m $1.1m 0.02% Added +13.8k +13,766
40 OCCUDO QUANTITATIVE STRATEGIES LP 0.12% of their portfolio FORT LAUDERDALE, FL 17,60417.6k $960.6k $960.6k 0.12% Reduced -16.7k -16,732
41 MCDONALD PARTNERS LLC 0.29% of their portfolio CLEVELAND, OH 16,32516.3k $890.9k $890.9k 0.29% Added +1.1k +1,100
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 16,27016.3k $887.9k $887.9k 0.00% Added +1.9k +1,939
43 WINMILL & CO. INC 0.32% of their portfolio WALPOLE, NH 15,93015.9k $869.3k $869.3k 0.32% Unchanged
44 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 15,92415.9k $869.0k $869.0k 0.01% Reduced -56.5k -56,468
45 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 15,49115.5k $845.3k $845.3k 0.00% Added +1.2k +1,235
46 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio EDINA, MN 15,38015.4k $839.3k $839.3k 0.05% Reduced -140 -140
47 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 15,31515.3k $835.0k $835.0k 0.01% Reduced -2.7k -2,669
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,26515.3k $833.0k $833.0k 0.00% Reduced -24.2k -24,215
49 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 14,94614.9k $815.6k $815.6k 0.00% Reduced -5.3k -5,261
50 Proficio Capital Partners LLC 0.11% of their portfolio NEWTON, MA 14,89214.9k $812.7k $812.7k 0.11% Unchanged
51 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 14,87014.9k $811.5k $811.5k 0.00% Reduced -38.5k -38,468
52 DARK FOREST CAPITAL MANAGEMENT LP 0.07% of their portfolio NEW YORK, NY 14,41714.4k $786.7k $786.7k 0.07% Reduced -1.8k -1,817
53 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 14,25114.3k $777.7k $777.7k 0.00% Reduced -441 -441
54 Barnett & Company, Inc. 0.59% of their portfolio CHATTANOOGA, TN 13,81013.8k $753.6k $753.6k 0.59% New
55 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 13,08213.1k $713.9k $713.9k 0.06% Added +395 +395
56 FINANCIAL COUNSELORS INC 0.01% of their portfolio Overland Park, KS 12,75012.8k $695.8k $695.8k 0.01% Reduced -490 -490
57 Kerrisdale Advisers, LLC 0.22% of their portfolio Miami, FL 12,71412.7k $693.8k $693.8k 0.22% Reduced -6.3k -6,325
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 12,29612.3k $671.0k $671.0k 0.00% Added +3.3k +3,324
59 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 12,10812.1k $660.7k $660.7k 0.00% Added +4.5k +4,455
60 XTX Topco Ltd 0.11% of their portfolio LONDON, X0 11,65611.7k $636.1k $636.1k 0.11% Reduced -13.0k -12,968
61 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,54611.5k $629.0k $629.0k 0.00% Reduced -421 -421
62 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 11,52211.5k $628.0k $628.0k 0.00% Reduced -9.0k -8,993
63 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 11,15711.2k $608.8k $608.8k 0.00% Added +4.0k +4,027
64 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 10,47010.5k $571.3k $571.3k 0.00% Reduced -838 -838
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,40210.4k $567.7k $567.7k 0.00% Reduced -227 -227
66 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 10,29910.3k $562.0k $562.0k 0.00% New
67 Versor Investments LP 0.11% of their portfolio New York, NY 10,04510.0k $548.2k $548.2k 0.11% Added +2.6k +2,557
68 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 10,03310.0k $547.5k $547.5k 0.00% Reduced -1.6k -1,600
69 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,8449.8k $537.2k $537.2k 0.00% Added +10 +10
70 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 9,7009.7k $529.3k $529.3k 0.00% Reduced -12.6k -12,621
71 Diversified Investment Strategies, LLC 0.37% of their portfolio BATON ROUGE, LA 9,3299.3k $492.7k $492.7k 0.37% Unchanged
72 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 9,1469.1k $499.1k $499.1k 0.00% Added +20 +20
73 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 9,0739.1k $495.1k $495.1k 0.00% New
74 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,8088.8k $480.7k $480.7k 0.00% Added +1.6k +1,585
75 Highlander Capital Management, LLC 0.18% of their portfolio SHORT HILLS, NJ 8,6208.6k $470.0k $470.0k 0.18% Added +1.1k +1,125
76 K2 PRINCIPAL FUND, L.P. 0.14% of their portfolio TORONTO, A6 8,5808.6k $468.2k $468.2k 0.14% Reduced -29.2k -29,182
77 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.18% of their portfolio FLINT, MI 8,4218.4k $459.5k $459.5k 0.18% Added +1.6k +1,619
78 REDMONT WEALTH ADVISORS LLC 0.78% of their portfolio CHICAGO, IL 8,1518.2k $444.8k $444.8k 0.78% Added +391 +391
79 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,0268.0k $438.0k $438.0k 0.00% Added +2.1k +2,051
80 Norman Fields, Gottscho Capital Management, LLC 0.17% of their portfolio NEW YORK, NY 7,0887.1k $387.0k $387.0k 0.17% Unchanged
81 Campbell & CO Investment Adviser LLC 0.05% of their portfolio BALTIMORE, MD 6,9466.9k $379.0k $379.0k 0.05% Reduced -3.1k -3,130
82 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.12% of their portfolio NEWPORT BEACH, CA 6,9326.9k $378.0k $378.0k 0.12% Reduced -260 -260
83 Mraz, Amerine & Associates, Inc. 0.08% of their portfolio Modesto, CA 6,5286.5k $356.2k $356.2k 0.08% Reduced -243 -243
84 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,5156.5k $359.0k $359.0k 0.00% Added +895 +895
85 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 6,3376.3k $346.0k $346.0k 0.02% Reduced -2 -2
86 Oppenheimer & Close, LLC 0.34% of their portfolio NEW YORK, NY 6,2456.2k $340.8k $340.8k 0.34% Unchanged
87 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,1326.1k $334.6k $334.6k 0.01% Reduced -100 -100
88 RK Asset Management, LLC 0.29% of their portfolio GROSSE POINTE FARMS, MI 5,6895.7k $310.0k $310.0k 0.29% Reduced -490 -490
89 ROBOTTI ROBERT 0.04% of their portfolio NEW YORK, NY 5,2005.2k $283.8k $283.8k 0.04% Unchanged
90 Intellectus Partners, LLC 0.08% of their portfolio SAN FRANCISCO, CA 4,7864.8k $261.2k $261.2k 0.08% Added +326 +326
91 Centiva Capital, LP 0.01% of their portfolio New York, NY 4,7424.7k $258.8k $258.8k 0.01% New
92 FIRST HAWAIIAN BANK 0.01% of their portfolio HONOLULU, HI 4,6824.7k $255.5k $255.5k 0.01% Added +530 +530
93 Legal & General Group Plc 0.00% of their portfolio London, X0 4,5664.6k $249.2k $249.2k 0.00% Added +1.2k +1,249
94 Lakewood Asset Management LLC 0.19% of their portfolio NAPERVILLE, IL 4,3144.3k $235.4k $235.4k 0.19% Unchanged
95 Lodestone Wealth Management LLC 0.16% of their portfolio SPOKANE, WA 4,2424.2k $231.5k $231.5k 0.16% New
96 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 4,0834.1k $222.8k $222.8k 0.00% Reduced -22.1k -22,054
97 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.00% of their portfolio Madrid, U3 4,0414.0k $226.7k $226.7k 0.00% New
98 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,9433.9k $215.2k $215.2k 0.00% Added +224 +224
99 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 3,9373.9k $214.8k $214.8k 0.00% Reduced -16 -16
100 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,7863.8k $207.0k $207.0k 0.00% New