Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

202 institutional holders +14 vs Q2 2024
7,197,2647.2m shares reported held*
$557.6mreported value*
35 new 59 added 54 reduced 21 sold out net bought ≈ $3.5m (+45.9k 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 ($498.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.47. Options: 3 managers hold calls ($2.0m notional), 3 hold puts ($705.1k).

Trends to Q3 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: 188Q3 24: 202202Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194
Q3 2023179
Q4 2023196
Q1 2024200
Q2 2024188
Q3 2024202

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 outQ1 23: 86 bought or addedQ1 23: 114 cut or sold outQ1 23Q2 23: 70 bought or addedQ2 23: 110 cut or sold outQ3 23: 71 bought or addedQ3 23: 101 cut or sold outQ3 23Q4 23: 76 bought or addedQ4 23: 94 cut or sold outQ1 24: 82 bought or addedQ1 24: 93 cut or sold outQ1 24Q2 24: 79 bought or addedQ2 24: 93 cut or sold outQ3 24: 94 bought or addedQ3 24: 75 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022105178
Q1 202386114
Q2 202370110
Q3 202371101
Q4 20237694
Q1 20248293
Q2 20247993
Q3 20249475

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ4 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 0.28Q3 24 calls: $2.0mQ3 24 puts: $705.1kQ3 24P/C 0.35
Numbers
QuarterCallsPutsP/C
Q4 2023$2.7m$229.8k0.08
Q1 2024$1.5m$2.4m1.57
Q2 2024$1.3m$358.0k0.28
Q3 2024$2.0m$705.1k0.35

Biggest buyers

LORD, ABBETT & CO. LLC New +224,036+224.0k
MILLENNIUM MANAGEMENT LLC New +92,083+92.1k
Southpoint Capital Advisors LP Added +70,000+70.0k
TRIAN FUND MANAGEMENT, L.P. Added +59,895+59.9k
Scharf Investments, LLC Added +26,976+27.0k
GEODE CAPITAL MANAGEMENT, LLC Added +20,167+20.2k
VOYA INVESTMENT MANAGEMENT LLC New +13,380+13.4k
Old West Investment Management, LLC Added +13,143+13.1k
Treasurer of the State of North Carolina Added +10,730+10.7k
U.S. Capital Wealth Advisors, LLC New +10,000+10.0k

Biggest sellers

JACOBS LEVY EQUITY MANAGEMENT, INC Reduced -73,021-73.0k
WELLINGTON MANAGEMENT GROUP LLP Sold out -69,653-69.7k
ArrowMark Colorado Holdings LLC Reduced -45,000-45.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -44,904-44.9k
ABRAMS CAPITAL MANAGEMENT, L.P. Reduced -38,604-38.6k
MARSHALL WACE, LLP Reduced -35,071-35.1k
YACKTMAN ASSET MANAGEMENT LP Reduced -33,372-33.4k
Artisan Partners Limited Partnership Sold out -27,500-27.5k
CITADEL ADVISORS LLC Sold out -22,774-22.8k
Proficio Capital Partners LLC Sold out -20,991-21.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.7m21.4k shares
CITADEL ADVISORS LLC Reduced $364.2k4.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $565.6k7.3k shares
CITADEL ADVISORS LLC Reduced $139.5k1.8k 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 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
404Q4 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 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 854,558854.6k $66.2m $66.2m 0.00% Reduced -10.6k -10,616
2 Scharf Investments, LLC 1.50% of their portfolio LOS GATOS, CA 704,004704.0k $54.5m $54.5m 1.50% Added +27.0k +26,976
3 Southpoint Capital Advisors LP 1.10% of their portfolio NEW YORK, NY 600,000600.0k $46.5m $46.5m 1.10% Added +70.0k +70,000
4 Smead Capital Management, Inc. 0.60% of their portfolio Phoenix, AZ 543,233543.2k $42.1m $42.1m 0.60% Reduced -4.2k -4,169
5 TRIAN FUND MANAGEMENT, L.P. 0.90% of their portfolio NEW YORK, NY 449,595449.6k $34.8m $34.8m 0.90% Added +59.9k +59,895
6 YACKTMAN ASSET MANAGEMENT LP 0.35% of their portfolio AUSTIN, TX 435,032435.0k $33.7m $33.7m 0.35% Reduced -33.4k -33,372
7 BlackRock, Inc. 0.00% of their portfolio New York, NY 418,378418.4k $32.4m $32.4m 0.00% First filing
8 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 335,709335.7k $26.0m $26.0m 0.01% Reduced -14.4k -14,370
9 NORGES BANK 0.00% of their portfolio OSLO, Q8 326,967327.0k $25.3m $25.3m 0.00% Reduced -11.8k -11,756
10 LORD, ABBETT & CO. LLC 0.06% of their portfolio JERSEY CITY, NJ 224,036224.0k $17.4m $17.4m 0.06% New
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 196,467196.5k $15.2m $15.2m 0.00% Reduced -1.5k -1,512
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 177,677177.7k $13.8m $13.8m 0.00% Added +20.2k +20,167
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 139,911139.9k $10.8m $10.8m 0.00% Added +6.3k +6,282
14 Old West Investment Management, LLC 3.77% of their portfolio Los Angeles, CA 125,947125.9k $9.8m $9.8m 3.77% Added +13.1k +13,143
15 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 100,783100.8k $7.8m $7.8m 0.01% Reduced -2.3k -2,316
16 Parkwood LLC 0.94% of their portfolio CLEVELAND, OH 99,65999.7k $7.7m $7.7m 0.94% Reduced -8.7k -8,748
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 96,73096.7k $7.5m $7.5m 0.00% Added +7.9k +7,937
18 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 92,08392.1k $7.1m $7.1m 0.01% New
19 ArrowMark Colorado Holdings LLC 0.08% of their portfolio Denver, CO 75,80075.8k $5.9m $5.9m 0.08% Reduced -45.0k -45,000
20 Bruce & Co., Inc. 1.69% of their portfolio CHICAGO, IL 75,10575.1k $5.8m $5.8m 1.69% Unchanged
21 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 63,67663.7k $4.9m $4.9m 0.02% Reduced -13.1k -13,114
22 Applied Fundamental Research, LLC 3.14% of their portfolio CAMBRIDGE, MA 61,30061.3k $4.7m $4.7m 3.14% Unchanged
23 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 47,13247.1k $3.7m $3.7m 0.00% Reduced -35.1k -35,071
24 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 45,21945.2k $3.5m $3.5m 0.01% Added +5.7k +5,735
25 ABRAMS CAPITAL MANAGEMENT, L.P. 0.05% of their portfolio Boston, MA 36,40136.4k $2.8m $2.8m 0.05% Reduced -38.6k -38,604
26 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 34,54134.5k $2.7m $2.7m 0.01% Reduced -73.0k -73,021
27 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,63933.6k $2.6m $2.6m 0.00% Added +510 +510
28 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 32,40032.4k $2.5m $2.5m 0.01% Added +4.9k +4,900
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 29,51229.5k $2.3m $2.3m 0.00% Added +9.9k +9,950
30 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 28,23728.2k $2.2m $2.2m 0.00% Reduced -293 -293
31 Vision Capital Management, Inc. 0.28% of their portfolio PORTLAND, OR 25,42525.4k $2.0m $2.0m 0.28% Added +759 +759
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,62822.6k $1.8m $1.8m 0.00% Added +280 +280
33 GSA CAPITAL PARTNERS LLP 0.11% of their portfolio LONDON, X0 18,79818.8k $1.5m $1.5m 0.11% Reduced -7.0k -6,999
34 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,76018.8k $1.5m $1.5m 0.00% Added +7.8k +7,796
35 ROBOTTI ROBERT 0.20% of their portfolio NEW YORK, NY 17,10017.1k $1.3m $1.3m 0.20% Unchanged
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,65015.7k $1.2m $1.2m 0.00% Reduced -3.4k -3,404
37 MCDONALD PARTNERS LLC 0.29% of their portfolio CLEVELAND, OH 15,10015.1k $1.2m $1.2m 0.29% Reduced -1.0k -1,025
38 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 14,31714.3k $1.1m $1.1m 0.00% Added +894 +894
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,08314.1k $1.1m $1.1m 0.00% Added +1.3k +1,315
40 Treasurer of the State of North Carolina 0.00% of their portfolio RALEIGH, NC 14,08014.1k $1.1m $1.1m 0.00% Added +10.7k +10,730
41 Barnett & Company, Inc. 0.72% of their portfolio CHATTANOOGA, TN 14,05014.1k $1.1m $1.1m 0.72% Unchanged
42 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 13,91213.9k $1.1m $1.1m 0.01% Reduced -5.9k -5,896
43 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.28% of their portfolio FLINT, MI 13,64013.6k $1.1m $1.1m 0.28% Added +1.2k +1,181
44 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.06% of their portfolio EDINA, MN 13,38813.4k $1.0m $1.0m 0.06% Reduced -560 -560
45 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 13,38013.4k $1.0m $1.0m 0.00% New
46 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 12,89712.9k $999.3k $999.3k 0.00% Added +3.9k +3,894
47 Kerrisdale Advisers, LLC 0.33% of their portfolio Miami, FL 12,71412.7k $985.1k $985.1k 0.33% Unchanged
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 12,33012.3k $917.0k $917.0k 0.00% Added +4.2k +4,153
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 12,20812.2k $945.9k $945.9k 0.00% Reduced -720 -720
50 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,92411.9k $923.9k $923.9k 0.00% Reduced -4.6k -4,625
51 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $880.6k $880.6k 0.00% Unchanged
52 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 11,05511.1k $856.5k $856.5k 0.04% Reduced -545 -545
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 10,95611.0k $848.9k $848.9k 0.00% Added +1.4k +1,360
54 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,88110.9k $843.1k $843.1k 0.01% Added +716 +716
55 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 10,22810.2k $792.5k $792.5k 0.01% Added +4.5k +4,508
56 Brandywine Global Investment Management, LLC 0.01% of their portfolio PHILADELPHIA, PA 10,21010.2k $761.0k $761.0k 0.01% Added +490 +490
57 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 10,18710.2k $789.3k $789.3k 0.00% Reduced -2.3k -2,300
58 U.S. Capital Wealth Advisors, LLC 0.03% of their portfolio AUSTIN, TX 10,00010.0k $774.8k $774.8k 0.03% New
59 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 9,4049.4k $728.6k $728.6k 0.00% Added +874 +874
60 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 9,3099.3k $722.0k $722.0k 0.00% Reduced -1.8k -1,802
61 Keeley-Teton Advisors, LLC 0.08% of their portfolio Chicago, IL 9,1919.2k $712.1k $712.1k 0.08% New
62 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 9,1639.2k $709.9k $709.9k 0.00% Unchanged
63 Carnegie Lake Advisors LLC 0.26% of their portfolio PRINCETON, NJ 8,5708.6k $664.0k $664.0k 0.26% First filing
64 Diversified Investment Strategies, LLC 0.43% of their portfolio BATON ROUGE, LA 8,4648.5k $655.8k $655.8k 0.43% Reduced -95 -95
65 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 8,3718.4k $648.6k $648.6k 0.00% Added +4.0k +4,047
66 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 8,3438.3k $646.4k $646.4k 0.00% Reduced -5 -5
67 Aquatic Capital Management LLC 0.02% of their portfolio CHICAGO, IL 8,3008.3k $643.1k $643.1k 0.02% New
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,2548.3k $640.0k $640.0k 0.00% Added +1.8k +1,842
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,7677.8k $603.0k $603.0k 0.00% Reduced -594 -594
70 REDMONT WEALTH ADVISORS LLC 0.89% of their portfolio CHICAGO, IL 7,3887.4k $572.4k $572.4k 0.89% Reduced -371 -371
71 Norman Fields, Gottscho Capital Management, LLC 0.19% of their portfolio NEW YORK, NY 7,2287.2k $560.0k $560.0k 0.19% Unchanged
72 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7,1247.1k $552.0k $552.0k 0.00% Reduced -6.7k -6,732
73 GABELLI FUNDS LLC 0.00% of their portfolio Rye, NY 7,0007.0k $542.4k $542.4k 0.00% New
74 FMR LLC 0.00% of their portfolio BOSTON, MA 6,6226.6k $513.1k $513.1k 0.00% Added +4.9k +4,884
75 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.11% of their portfolio NEWPORT BEACH, CA 6,5656.6k $508.7k $508.7k 0.11% Reduced -6.6k -6,565
76 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 6,5496.5k $507.4k $507.4k 0.00% Added +2.9k +2,899
77 Oppenheimer & Close, LLC 0.39% of their portfolio NEW YORK, NY 6,2156.2k $481.5k $481.5k 0.39% Unchanged
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,0226.0k $467.0k $467.0k 0.00% Added +53 +53
79 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 5,8565.9k $454.0k $454.0k 0.02% Reduced -55 -55
80 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 5,6545.7k $438.1k $438.1k 0.00% Added +3.7k +3,701
81 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 5,6265.6k $435.9k $435.9k 0.00% Added +1.2k +1,222
82 Intellectus Partners, LLC 0.11% of their portfolio SAN FRANCISCO, CA 5,3405.3k $413.7k $413.7k 0.11% Added +275 +275
83 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 5,2135.2k $403.9k $403.9k 0.00% Reduced -20.7k -20,696
84 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $402.9k $402.9k 0.00% Unchanged
85 BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio NEW YORK, NY 5,0975.1k $394.9k $394.9k 0.01% New
86 FIRST HAWAIIAN BANK 0.01% of their portfolio HONOLULU, HI 5,0145.0k $388.5k $388.5k 0.01% Added +247 +247
87 CHILDRESS CAPITAL ADVISORS, LLC 0.10% of their portfolio HOUSTON, TX 5,0005.0k $387.4k $387.4k 0.10% New
88 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 4,7854.8k $370.8k $370.8k 0.00% Added +101 +101
89 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 4,6154.6k $357.6k $357.6k 0.02% Added +1.2k +1,224
90 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 4,4664.5k $346.0k $346.0k 0.00% Reduced -13.4k -13,434
91 Mraz, Amerine & Associates, Inc. 0.06% of their portfolio Modesto, CA 4,4264.4k $342.9k $342.9k 0.06% Reduced -31 -31
92 Lodestone Wealth Management LLC 0.17% of their portfolio SPOKANE, WA 4,4074.4k $341.5k $341.5k 0.17% Added +233 +233
93 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 4,1624.2k $322.5k $322.5k 0.00% New
94 Quadcap Wealth Management, LLC 0.05% of their portfolio Frisco, TX 4,1564.2k $322.0k $322.0k 0.05% Added +204 +204
95 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,1054.1k $318.1k $318.1k 0.00% Added +2.2k +2,211
96 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 4,0254.0k $311.9k $311.9k 0.01% Unchanged
97 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9584.0k $306.7k $306.7k 0.00% Reduced -1.2k -1,151
98 Atom Investors LP 0.03% of their portfolio AUSTIN, TX 3,8793.9k $300.5k $300.5k 0.03% New
99 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 3,8073.8k $295.0k $295.0k 0.02% New
100 Tower Research Capital LLC (TRC) 0.01% of their portfolio NEW YORK, NY 3,6433.6k $282.3k $282.3k 0.01% Added +1.4k +1,398