Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

188 institutional holders -12 vs Q1 2024
7,138,8587.1m shares reported held*
$440.7mreported value*
17 new 62 added 62 reduced 31 sold out net sold ≈ $21.3m (-346.3k 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 ($520.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $61.73. Options: 3 managers hold calls ($1.3m notional), 2 hold puts ($358.0k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 290Q4 22: 214Q1 23: 205Q2 23: 194Q3 23: 179Q4 23: 196Q1 24: 200Q2 24: 188188Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194
Q3 2023179
Q4 2023196
Q1 2024200
Q2 2024188

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 outQ2 23: 70 bought or addedQ2 23: 110 cut or sold outQ2 23Q3 23: 71 bought or addedQ3 23: 101 cut or sold outQ4 23: 76 bought or addedQ4 23: 94 cut or sold outQ4 23Q1 24: 82 bought or addedQ1 24: 93 cut or sold outQ2 24: 79 bought or addedQ2 24: 93 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022105178
Q1 202386114
Q2 202370110
Q3 202371101
Q4 20237694
Q1 20248293
Q2 20247993

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 23 calls: $1.8mQ3 23 puts: $1.7mQ3 23P/C 0.94Q4 23 calls: $2.7mQ4 23 puts: $229.8kQ4 23P/C 0.08Q1 24 calls: $1.5mQ1 24 puts: $2.4mQ1 24P/C 1.57Q2 24 calls: $1.3mQ2 24 puts: $358.0kQ2 24P/C 0.28
Numbers
QuarterCallsPutsP/C
Q3 2023$1.8m$1.7m0.94
Q4 2023$2.7m$229.8k0.08
Q1 2024$1.5m$2.4m1.57
Q2 2024$1.3m$358.0k0.28

Biggest buyers

TRIAN FUND MANAGEMENT, L.P. New +389,700+389.7k
Southpoint Capital Advisors LP Added +100,000+100.0k
ArrowMark Colorado Holdings LLC Added +75,000+75.0k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Added +22,883+22.9k
ROBOTTI ROBERT Added +13,900+13.9k
HRT FINANCIAL LP Added +12,057+12.1k
NORGES BANK Added +11,141+11.1k
Atria Investments, Inc New +10,165+10.2k
Old West Investment Management, LLC Added +9,751+9.8k
BLAIR WILLIAM & CO/IL New +9,538+9.5k

Biggest sellers

FMR LLC Reduced -268,488-268.5k
MORGAN STANLEY Reduced -230,964-231.0k
ABRAMS CAPITAL MANAGEMENT, L.P. Reduced -202,006-202.0k
Artisan Partners Limited Partnership Reduced -122,652-122.7k
STATE STREET CORP Reduced -25,384-25.4k
Maven Securities LTD Sold out -23,200-23.2k
WELLINGTON MANAGEMENT GROUP LLP Reduced -16,215-16.2k
Russell Investments Group, Ltd. Reduced -15,755-15.8k
WINMILL & CO. INC Sold out -15,300-15.3k
FINANCIAL COUNSELORS INC Sold out -12,160-12.2k

Biggest calls

CITADEL ADVISORS LLC Added $839.5k13.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $450.6k7.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $358.0k5.8k 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 Q2 2024

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 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 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20223$76.9m0——
Q1 20232$1.4m1$176.1k—
Q2 20231$74.4k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—1$193.0k—
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 865,174865.2k $53.4m $53.4m 0.00% Added +6.5k +6,463
2 Scharf Investments, LLC 1.19% of their portfolio LOS GATOS, CA 677,028677.0k $41.8m $41.8m 1.19% Added +8.2k +8,210
3 Smead Capital Management, Inc. 0.53% of their portfolio Phoenix, AZ 547,402547.4k $33.8m $33.8m 0.53% Reduced -152 -152
4 Southpoint Capital Advisors LP 0.81% of their portfolio NEW YORK, NY 530,000530.0k $32.7m $32.7m 0.81% Added +100.0k +100,000
5 YACKTMAN ASSET MANAGEMENT LP 0.27% of their portfolio AUSTIN, TX 468,404468.4k $28.9m $28.9m 0.27% Reduced -3.5k -3,479
6 BlackRock Inc. 0.00% of their portfolio New York, NY 416,540416.5k $25.7m $25.7m 0.00% Added +2.7k +2,704
7 TRIAN FUND MANAGEMENT, L.P. 0.59% of their portfolio NEW YORK, NY 389,700389.7k $24.1m $24.1m 0.59% New
8 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 350,079350.1k $21.6m $21.6m 0.01% Reduced -5.2k -5,195
9 NORGES BANK 0.00% of their portfolio OSLO, Q8 338,723338.7k $20.9m $20.9m 0.00% Added +11.1k +11,141
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 197,979198.0k $12.2m $12.2m 0.00% Reduced -25.4k -25,384
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 157,510157.5k $9.7m $9.7m 0.00% Added +2.2k +2,227
12 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 133,629133.6k $8.2m $8.2m 0.00% Reduced -231.0k -230,964
13 ArrowMark Colorado Holdings LLC 0.09% of their portfolio Denver, CO 120,800120.8k $7.5m $7.5m 0.09% Added +75.0k +75,000
14 Old West Investment Management, LLC 3.07% of their portfolio Los Angeles, CA 112,804112.8k $7.0m $7.0m 3.07% Added +9.8k +9,751
15 Parkwood LLC 0.83% of their portfolio CLEVELAND, OH 108,407108.4k $6.7m $6.7m 0.83% Added +2.0k +2,007
16 JACOBS LEVY EQUITY MANAGEMENT, INC 0.03% of their portfolio FLORHAM PARK, NJ 107,562107.6k $6.6m $6.6m 0.03% Reduced -6.0k -5,979
17 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 103,099103.1k $6.4m $6.4m 0.01% Added +4.9k +4,945
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 88,79388.8k $5.5m $5.5m 0.00% Added +2.8k +2,828
19 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 82,20382.2k $5.1m $5.1m 0.01% Reduced -11.6k -11,597
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 76,79076.8k $4.7m $4.7m 0.02% Added +22.9k +22,883
21 Bruce & Co., Inc. 1.53% of their portfolio CHICAGO, IL 75,10575.1k $4.6m $4.6m 1.53% Added +4.3k +4,300
22 ABRAMS CAPITAL MANAGEMENT, L.P. 0.09% of their portfolio Boston, MA 75,00575.0k $4.6m $4.6m 0.09% Reduced -202.0k -202,006
23 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 69,65369.7k $4.3m $4.3m 0.00% Reduced -16.2k -16,215
24 Applied Fundamental Research, LLC 2.78% of their portfolio CAMBRIDGE, MA 61,30061.3k $3.8m $3.8m 2.78% Added +7.0k +7,021
25 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 44,90444.9k $2.8m $2.8m 0.00% Reduced -6.5k -6,493
26 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 39,48439.5k $2.4m $2.4m 0.01% Reduced -7.9k -7,878
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,12933.1k $2.0m $2.0m 0.00% Added +828 +828
28 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 28,53028.5k $1.8m $1.8m 0.00% Added +6.8k +6,834
29 Artisan Partners Limited Partnership 0.00% of their portfolio Milwaukee, WI 27,50027.5k $1.7m $1.7m 0.00% Reduced -122.7k -122,652
30 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 27,50027.5k $1.7m $1.7m 0.00% Reduced -3.0k -3,000
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,90925.9k $1.6m $1.6m 0.00% Reduced -6.0k -5,958
32 GSA CAPITAL PARTNERS LLP 0.11% of their portfolio LONDON, X0 25,79725.8k $1.6m $1.6m 0.11% Reduced -7.7k -7,748
33 Vision Capital Management, Inc. 0.23% of their portfolio PORTLAND, OR 24,66624.7k $1.5m $1.5m 0.23% Reduced -236 -236
34 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 22,77422.8k $1.4m $1.4m 0.00% Added +2.1k +2,066
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,34822.3k $1.4m $1.4m 0.00% Added +2.7k +2,693
36 Proficio Capital Partners LLC 0.14% of their portfolio NEWTON, MA 20,99121.0k $1.3m $1.3m 0.14% Reduced -336 -336
37 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 19,80819.8k $1.2m $1.2m 0.01% Added +12.1k +12,057
38 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,56219.6k $1.2m $1.2m 0.00% Added +5.4k +5,410
39 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 19,36319.4k $1.2m $1.2m 0.00% Reduced -15.8k -15,755
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,05419.1k $1.2m $1.2m 0.00% Added +452 +452
41 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 17,90017.9k $1.1m $1.1m 0.00% Added +734 +734
42 ROBOTTI ROBERT 0.17% of their portfolio NEW YORK, NY 17,10017.1k $1.1m $1.1m 0.17% Added +13.9k +13,900
43 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 16,54916.5k $1.0m $1.0m 0.00% Added +3.0k +2,955
44 MCDONALD PARTNERS LLC 0.27% of their portfolio CLEVELAND, OH 16,12516.1k $995.4k $995.4k 0.27% Unchanged
45 Barnett & Company, Inc. 0.62% of their portfolio CHATTANOOGA, TN 14,05014.1k $867.3k $867.3k 0.62% Reduced -60 -60
46 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.05% of their portfolio EDINA, MN 13,94813.9k $861.0k $861.0k 0.05% Reduced -105 -105
47 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 13,85613.9k $855.3k $855.3k 0.00% Unchanged
48 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 13,42313.4k $828.6k $828.6k 0.00% Added +2.5k +2,480
49 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.10% of their portfolio NEWPORT BEACH, CA 13,13013.1k $810.5k $810.5k 0.10% Added +6.5k +6,460
50 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 12,92812.9k $798.0k $798.0k 0.00% Added +197 +197
51 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,76812.8k $788.2k $788.2k 0.00% Reduced -3.0k -2,969
52 Kerrisdale Advisers, LLC 0.25% of their portfolio Miami, FL 12,71412.7k $784.8k $784.8k 0.25% Unchanged
53 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 12,48712.5k $770.8k $770.8k 0.00% Added +400 +400
54 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.22% of their portfolio FLINT, MI 12,45912.5k $769.1k $769.1k 0.22% Added +2.4k +2,362
55 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 11,60011.6k $716.1k $716.1k 0.03% Reduced -425 -425
56 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $701.6k $701.6k 0.00% Added +66 +66
57 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,11111.1k $685.0k $685.0k 0.00% Added +542 +542
58 Versor Investments LP 0.13% of their portfolio New York, NY 10,98811.0k $678.3k $678.3k 0.13% Added +4.4k +4,406
59 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,96411.0k $676.8k $676.8k 0.00% Added +298 +298
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,62710.6k $656.0k $656.0k 0.00% Reduced -1.3k -1,336
61 Campbell & CO Investment Adviser LLC 0.06% of their portfolio BALTIMORE, MD 10,61810.6k $655.4k $655.4k 0.06% Reduced -3.2k -3,224
62 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,16510.2k $627.5k $627.5k 0.01% New
63 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 9,7209.7k $600.0k $600.0k 0.00% Added +91 +91
64 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 9,5969.6k $592.4k $592.4k 0.00% Added +5.0k +4,982
65 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 9,5389.5k $588.8k $588.8k 0.00% New
66 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 9,1639.2k $565.6k $565.6k 0.00% Added +930 +930
67 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 9,0039.0k $555.8k $555.8k 0.00% Reduced -3.7k -3,713
68 Diversified Investment Strategies, LLC 0.37% of their portfolio BATON ROUGE, LA 8,5598.6k $528.3k $528.3k 0.37% Reduced -310 -310
69 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,5308.5k $526.5k $526.5k 0.00% Reduced -104 -104
70 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 8,3618.4k $516.0k $516.0k 0.00% Reduced -562 -562
71 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,3488.3k $515.3k $515.3k 0.00% Added +3.2k +3,236
72 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,1778.2k $500.1k $500.1k 0.00% New
73 REDMONT WEALTH ADVISORS LLC 0.75% of their portfolio CHICAGO, IL 7,7597.8k $479.0k $479.0k 0.75% Reduced -2.1k -2,121
74 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,6607.7k $497.3k $497.3k 0.00% First filing
75 Norman Fields, Gottscho Capital Management, LLC 0.15% of their portfolio NEW YORK, NY 7,2287.2k $435.0k $435.0k 0.15% Unchanged
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,4126.4k $396.0k $396.0k 0.00% Reduced -625 -625
77 Oppenheimer & Close, LLC 0.34% of their portfolio NEW YORK, NY 6,2156.2k $383.7k $383.7k 0.34% Unchanged
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 5,9696.0k $369.0k $369.0k 0.00% New
79 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 5,9115.9k $365.0k $365.0k 0.02% Reduced -7 -7
80 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 5,7205.7k $353.1k $353.1k 0.01% Added +2.1k +2,133
81 CIBC WORLD MARKETS CORP 0.00% of their portfolio NEW YORK, NY 5,2345.2k $314.1k $314.1k 0.00% New
82 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $321.0k $321.0k 0.00% Reduced -100 -100
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,1095.1k $315.4k $315.4k 0.00% Reduced -1.2k -1,172
84 Intellectus Partners, LLC 0.09% of their portfolio SAN FRANCISCO, CA 5,0655.1k $312.7k $312.7k 0.09% Reduced -608 -608
85 FIRST HAWAIIAN BANK 0.01% of their portfolio HONOLULU, HI 4,7674.8k $294.3k $294.3k 0.01% Unchanged
86 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,6844.7k $289.2k $289.2k 0.00% Reduced -182 -182
87 Applied Finance Capital Management, LLC 0.01% of their portfolio SAN JUAN, PR 4,6204.6k $285.2k $285.2k 0.01% New
88 Mraz, Amerine & Associates, Inc. 0.06% of their portfolio Modesto, CA 4,4574.5k $275.1k $275.1k 0.06% Reduced -258 -258
89 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 4,4044.4k $271.9k $271.9k 0.00% Added +18 +18
90 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 4,3244.3k $266.9k $266.9k 0.00% Reduced -179 -179
91 Lodestone Wealth Management LLC 0.14% of their portfolio SPOKANE, WA 4,1744.2k $257.7k $257.7k 0.14% Reduced -85 -85
92 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,0534.1k $250.0k $250.0k 0.00% Reduced -328 -328
93 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 4,0254.0k $248.5k $248.5k 0.01% New
94 Quadcap Wealth Management, LLC 0.04% of their portfolio Frisco, TX 3,9524.0k $244.0k $244.0k 0.04% Unchanged
95 Lakewood Asset Management LLC 0.16% of their portfolio NAPERVILLE, IL 3,8003.8k $234.6k $234.6k 0.16% Reduced -36 -36
96 ALTFEST L J & CO INC 0.03% of their portfolio NEW YORK, NY 3,7063.7k $229.0k $229.0k 0.03% Added +13 +13
97 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 3,6503.6k $225.3k $225.3k 0.00% Added +376 +376
98 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 3,4323.4k $211.9k $211.9k 0.00% Reduced -2.4k -2,416
99 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,3913.4k $209.3k $209.3k 0.01% New
100 Treasurer of the State of North Carolina 0.00% of their portfolio RALEIGH, NC 3,3503.4k $207.0k $207.0k 0.00% Reduced -96 -96