Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

204 institutional holders +2 vs Q3 2024
7,626,1267.6m shares reported held*
$526.9mreported value*
17 new 61 added 68 reduced 27 sold out net bought ≈ $27.6m (+399.0k 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 ($642.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.09. Options: 3 managers hold calls ($1.1m notional), 2 hold puts ($48.4k).

Trends to Q4 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: 202Q4 24: 204204Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194
Q3 2023179
Q4 2023196
Q1 2024200
Q2 2024188
Q3 2024202
Q4 2024204

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 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 24Q3 24: 94 bought or addedQ3 24: 75 cut or sold outQ4 24: 78 bought or addedQ4 24: 95 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 202386114
Q2 202370110
Q3 202371101
Q4 20237694
Q1 20248293
Q2 20247993
Q3 20249475
Q4 20247895

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 0.35Q4 24 calls: $1.1mQ4 24 puts: $48.4kQ4 24P/C 0.05
Numbers
QuarterCallsPutsP/C
Q1 2024$1.5m$2.4m1.57
Q2 2024$1.3m$358.0k0.28
Q3 2024$2.0m$705.1k0.35
Q4 2024$1.1m$48.4k0.05

Biggest buyers

TRIAN FUND MANAGEMENT, L.P. Added +202,405+202.4k
Southpoint Capital Advisors LP Added +100,000+100.0k
TWO SIGMA ADVISERS, LP Added +85,400+85.4k
NORGES BANK Added +79,851+79.9k
LORD, ABBETT & CO. LLC Added +75,964+76.0k
TWO SIGMA INVESTMENTS, LP Added +67,757+67.8k
LPL Financial LLC Added +64,965+65.0k
D. E. Shaw & Co., Inc. Added +34,660+34.7k
UBS Group AG Added +33,811+33.8k
Verition Fund Management LLC Added +32,946+32.9k

Biggest sellers

Smead Capital Management, Inc. Reduced -95,266-95.3k
MILLENNIUM MANAGEMENT LLC Sold out -92,083-92.1k
Scharf Investments, LLC Reduced -68,605-68.6k
YACKTMAN ASSET MANAGEMENT LP Reduced -62,967-63.0k
MORGAN STANLEY Reduced -46,215-46.2k
Applied Fundamental Research, LLC Reduced -36,213-36.2k
MARSHALL WACE, LLP Reduced -21,378-21.4k
VANGUARD GROUP INC Reduced -19,236-19.2k
ROBOTTI ROBERT Sold out -17,100-17.1k
GEODE CAPITAL MANAGEMENT, LLC Reduced -16,941-16.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $815.3k11.8k shares
CITADEL ADVISORS LLC Reduced $234.9k3.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $48.4k700 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 Q4 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
202Q1 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 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 835,322835.3k $57.7m $57.7m 0.00% Reduced -19.2k -19,236
2 Southpoint Capital Advisors LP 1.13% of their portfolio NEW YORK, NY 700,000700.0k $48.4m $48.4m 1.13% Added +100.0k +100,000
3 TRIAN FUND MANAGEMENT, L.P. 1.16% of their portfolio NEW YORK, NY 652,000652.0k $45.0m $45.0m 1.16% Added +202.4k +202,405
4 Scharf Investments, LLC 1.30% of their portfolio LOS GATOS, CA 635,399635.4k $43.9m $43.9m 1.30% Reduced -68.6k -68,605
5 Smead Capital Management, Inc. 0.48% of their portfolio Phoenix, AZ 447,967448.0k $31.0m $31.0m 0.48% Reduced -95.3k -95,266
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 423,078423.1k $29.2m $29.2m 0.00% Added +4.7k +4,700
7 NORGES BANK 0.00% of their portfolio OSLO, Q8 406,818406.8k $28.1m $28.1m 0.00% Added +79.9k +79,851
8 YACKTMAN ASSET MANAGEMENT LP 0.30% of their portfolio AUSTIN, TX 372,065372.1k $25.7m $25.7m 0.30% Reduced -63.0k -62,967
9 DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio AUSTIN, TX 327,691327.7k $22.6m $22.6m 0.01% Reduced -8.0k -8,018
10 LORD, ABBETT & CO. LLC 0.07% of their portfolio JERSEY CITY, NJ 300,000300.0k $20.7m $20.7m 0.07% Added +76.0k +75,964
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 181,362181.4k $12.5m $12.5m 0.00% Reduced -15.1k -15,105
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 160,736160.7k $11.1m $11.1m 0.00% Reduced -16.9k -16,941
13 Old West Investment Management, LLC 3.74% of their portfolio Los Angeles, CA 133,537133.5k $9.2m $9.2m 3.74% Added +7.6k +7,590
14 Parkwood LLC 1.11% of their portfolio CLEVELAND, OH 130,744130.7k $9.0m $9.0m 1.11% Added +31.1k +31,085
15 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 117,800117.8k $8.1m $8.1m 0.02% Added +85.4k +85,400
16 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 112,976113.0k $7.8m $7.8m 0.02% Added +67.8k +67,757
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 105,357105.4k $7.3m $7.3m 0.00% Added +8.6k +8,627
18 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 101,160101.2k $7.0m $7.0m 0.01% Added +377 +377
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 93,69693.7k $6.5m $6.5m 0.00% Reduced -46.2k -46,215
20 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 86,27686.3k $6.0m $6.0m 0.02% Added +22.6k +22,600
21 ArrowMark Colorado Holdings LLC 0.07% of their portfolio Denver, CO 75,80075.8k $5.2m $5.2m 0.07% Unchanged
22 Bruce & Co., Inc. 1.64% of their portfolio CHICAGO, IL 73,90073.9k $5.1m $5.1m 1.64% Reduced -1.2k -1,205
23 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 69,75069.8k $4.8m $4.8m 0.00% Added +65.0k +64,965
24 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 47,55747.6k $3.3m $3.3m 0.00% Added +34.7k +34,660
25 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 41,31741.3k $2.9m $2.9m 0.01% Added +32.9k +32,946
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 37,76937.8k $2.6m $2.6m 0.00% Added +33.8k +33,811
27 ABRAMS CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio Boston, MA 36,40136.4k $2.5m $2.5m 0.04% Unchanged
28 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,53734.5k $2.4m $2.4m 0.00% Added +898 +898
29 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 33,32933.3k $2.3m $2.3m 0.00% Added +3.8k +3,817
30 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 31,83031.8k $2.2m $2.2m 0.01% Reduced -2.7k -2,711
31 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 31,10731.1k $2.1m $2.1m 0.02% Added +20.9k +20,879
32 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,97731.0k $2.1m $2.1m 0.00% New
33 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 30,60030.6k $2.1m $2.1m 0.02% Added +23.6k +23,600
34 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 29,44329.4k $2.0m $2.0m 0.00% Added +16.1k +16,063
35 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 25,75425.8k $1.8m $1.8m 0.00% Reduced -21.4k -21,378
36 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 25,22825.2k $1.7m $1.7m 0.01% Added +11.1k +11,148
37 Applied Fundamental Research, LLC 1.36% of their portfolio CAMBRIDGE, MA 25,08725.1k $1.7m $1.7m 1.36% Reduced -36.2k -36,213
38 Vision Capital Management, Inc. 0.25% of their portfolio PORTLAND, OR 24,69824.7k $1.7m $1.7m 0.25% Reduced -727 -727
39 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 23,81023.8k $1.6m $1.6m 0.01% Added +9.5k +9,493
40 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,80722.8k $1.6m $1.6m 0.00% Added +179 +179
41 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,59218.6k $1.3m $1.3m 0.00% Reduced -168 -168
42 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 16,96617.0k $1.2m $1.2m 0.00% Added +12.5k +12,500
43 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 16,95517.0k $1.2m $1.2m 0.00% Reduced -11.3k -11,282
44 GSA CAPITAL PARTNERS LLP 0.08% of their portfolio LONDON, X0 14,94814.9k $1.0m $1.0m 0.08% Reduced -3.9k -3,850
45 MCDONALD PARTNERS LLC 0.26% of their portfolio CLEVELAND, OH 14,80014.8k $1.0m $1.0m 0.26% Reduced -300 -300
46 Barnett & Company, Inc. 0.64% of their portfolio CHATTANOOGA, TN 14,05014.1k $970.7k $970.7k 0.64% Unchanged
47 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.24% of their portfolio FLINT, MI 13,48413.5k $931.6k $931.6k 0.24% Reduced -156 -156
48 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 13,39313.4k $925.3k $925.3k 0.00% Added +4.2k +4,230
49 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 13,23613.2k $914.0k $914.0k 0.01% Reduced -676 -676
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 13,21513.2k $913.0k $913.0k 0.00% Added +3.9k +3,906
51 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 12,73512.7k $879.9k $879.9k 0.03% Added +1.7k +1,680
52 Kerrisdale Advisers, LLC 0.30% of their portfolio Miami, FL 12,71412.7k $878.4k $878.4k 0.30% Unchanged
53 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,40211.4k $787.8k $787.8k 0.00% Reduced -522 -522
54 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $785.3k $785.3k 0.00% Unchanged
55 Aquatic Capital Management LLC 0.02% of their portfolio CHICAGO, IL 11,28411.3k $779.6k $779.6k 0.02% Added +3.0k +2,984
56 Orvieto Partners, L.P. 0.64% of their portfolio BOSTON, MA 11,00011.0k $760.0k $760.0k 0.64% First filing
57 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,80310.8k $746.4k $746.4k 0.01% Reduced -78 -78
58 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,8169.8k $678.2k $678.2k 0.00% Reduced -5.8k -5,834
59 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,7319.7k $649.2k $649.2k 0.00% Reduced -2.6k -2,599
60 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 9,7009.7k $670.2k $670.2k 0.00% Reduced -510 -510
61 Keeley-Teton Advisors, LLC 0.08% of their portfolio Chicago, IL 9,6209.6k $664.6k $664.6k 0.08% Added +429 +429
62 Semanteon Capital Management, LP 0.35% of their portfolio NEWTON, MA 9,3269.3k $644.3k $644.3k 0.35% New
63 Diversified Investment Strategies, LLC 0.38% of their portfolio BATON ROUGE, LA 8,5148.5k $588.2k $588.2k 0.38% Added +50 +50
64 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,3838.4k $579.1k $579.1k 0.00% Reduced -1.0k -1,021
65 Carnegie Lake Advisors LLC 0.22% of their portfolio PRINCETON, NJ 8,0208.0k $554.0k $554.0k 0.22% Reduced -550 -550
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 7,9698.0k $551.0k $551.0k 0.00% Reduced -285 -285
67 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,8157.8k $539.9k $539.9k 0.00% Reduced -4.4k -4,393
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 7,6607.7k $529.2k $529.2k 0.00% Added +2.0k +2,006
69 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,4337.4k $513.5k $513.5k 0.00% Reduced -334 -334
70 REDMONT WEALTH ADVISORS LLC 0.88% of their portfolio CHICAGO, IL 7,3947.4k $510.9k $510.9k 0.88% Added +6 +6
71 Norman Fields, Gottscho Capital Management, LLC 0.16% of their portfolio NEW YORK, NY 7,1967.2k $497.0k $497.0k 0.16% Reduced -32 -32
72 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7,1247.1k $492.2k $492.2k 0.00% Unchanged
73 Asset Planning,Inc 0.37% of their portfolio LOS ALAMITOS, CA 7,1007.1k $490.5k $490.5k 0.37% First filing
74 FMR LLC 0.00% of their portfolio BOSTON, MA 6,9597.0k $480.8k $480.8k 0.00% Added +337 +337
75 Petrus Trust Company, LTA 0.05% of their portfolio Dallas, TX 6,8376.8k $472.4k $472.4k 0.05% New
76 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.03% of their portfolio EDINA, MN 6,6716.7k $460.9k $460.9k 0.03% Reduced -6.7k -6,717
77 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 6,5916.6k $455.4k $455.4k 0.00% Reduced -4.4k -4,365
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,4086.4k $443.0k $443.0k 0.00% Added +386 +386
79 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.10% of their portfolio NEWPORT BEACH, CA 6,3846.4k $441.1k $441.1k 0.10% Reduced -181 -181
80 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 6,3006.3k $435.3k $435.3k 0.00% New
81 Oppenheimer & Close, LLC 0.35% of their portfolio NEW YORK, NY 6,1156.1k $422.5k $422.5k 0.35% Reduced -100 -100
82 CHILDRESS CAPITAL ADVISORS, LLC 0.12% of their portfolio HOUSTON, TX 6,0006.0k $414.5k $414.5k 0.12% Added +1.0k +1,000
83 INGALLS & SNYDER LLC 0.02% of their portfolio NEW YORK, NY 5,6855.7k $393.0k $393.0k 0.02% Reduced -171 -171
84 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,4385.4k $375.7k $375.7k 0.00% First filing
85 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 5,3815.4k $371.8k $371.8k 0.00% Added +168 +168
86 Intellectus Partners, LLC 0.08% of their portfolio SAN FRANCISCO, CA 5,3405.3k $368.9k $368.9k 0.08% Unchanged
87 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $359.3k $359.3k 0.00% Unchanged
88 OCCUDO QUANTITATIVE STRATEGIES LP 0.06% of their portfolio FORT LAUDERDALE, FL 4,8514.9k $335.2k $335.2k 0.06% New
89 Farringdon Capital, Ltd. 0.14% of their portfolio LONDON, X0 4,8234.8k $333.2k $333.2k 0.14% First filing
90 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 4,6114.6k $318.6k $318.6k 0.00% New
91 Lodestone Wealth Management LLC 0.15% of their portfolio SPOKANE, WA 4,3114.3k $297.8k $297.8k 0.15% Reduced -96 -96
92 Mraz, Amerine & Associates, Inc. 0.05% of their portfolio Modesto, CA 4,2704.3k $295.0k $295.0k 0.05% Reduced -156 -156
93 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 4,1304.1k $293.3k $293.3k 0.02% Reduced -485 -485
94 DIVERSIFIED TRUST CO 0.01% of their portfolio MEMPHIS, TN 4,0254.0k $278.1k $278.1k 0.01% Unchanged
95 Atom Investors LP 0.03% of their portfolio AUSTIN, TX 3,8693.9k $267.3k $267.3k 0.03% Reduced -10 -10
96 Quadcap Wealth Management, LLC 0.04% of their portfolio Frisco, TX 3,8673.9k $267.2k $267.2k 0.04% Reduced -289 -289
97 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7593.8k $259.7k $259.7k 0.00% Reduced -346 -346
98 INKWELL CAPITAL LLC 0.26% of their portfolio MIAMI, FL 3,5403.5k $244.6k $244.6k 0.26% First filing
99 Legacy Capital Group California, Inc. 0.07% of their portfolio LOS GATOS, CA 3,3833.4k $233.7k $233.7k 0.07% Added +237 +237
100 Roehl & Yi Investment Advisors, LLC 0.13% of their portfolio Eugene, OR 3,2923.3k $227.4k $227.4k 0.13% First filing