Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

214 institutional holders +10 vs Q4 2024
7,395,4887.4m shares reported held*
$483.1mreported value*
26 new 66 added 57 reduced 17 sold out net sold ≈ $14.9m (-228.0k 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 ($431.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.32. Options: 3 managers hold calls ($634.0k notional), 3 hold puts ($1.2m).

Trends to Q1 2025

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: 204Q1 25: 214214Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022290
Q4 2022214
Q1 2023205
Q2 2023194
Q3 2023179
Q4 2023196
Q1 2024200
Q2 2024188
Q3 2024202
Q4 2024204
Q1 2025214

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 24Q4 24: 78 bought or addedQ4 24: 95 cut or sold outQ1 25: 92 bought or addedQ1 25: 74 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202370110
Q3 202371101
Q4 20237694
Q1 20248293
Q2 20247993
Q3 20249475
Q4 20247895
Q1 20259274

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 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 0.05Q1 25 calls: $634.0kQ1 25 puts: $1.2mQ1 25P/C 1.92
Numbers
QuarterCallsPutsP/C
Q2 2024$1.3m$358.0k0.28
Q3 2024$2.0m$705.1k0.35
Q4 2024$1.1m$48.4k0.05
Q1 2025$634.0k$1.2m1.92

Biggest buyers

NORGES BANK Added +84,893+84.9k
CITADEL ADVISORS LLC Added +56,256+56.3k
MILLENNIUM MANAGEMENT LLC New +55,973+56.0k
VOYA INVESTMENT MANAGEMENT LLC Added +53,029+53.0k
UBS Group AG Added +50,418+50.4k
BlackRock, Inc. Added +46,954+47.0k
Quantinno Capital Management LP Added +30,784+30.8k
D. E. Shaw & Co., Inc. Added +29,492+29.5k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +26,767+26.8k
ENVESTNET ASSET MANAGEMENT INC Added +25,115+25.1k

Biggest sellers

LORD, ABBETT & CO. LLC Sold out -300,000-300.0k
Smead Capital Management, Inc. Reduced -238,318-238.3k
LPL Financial LLC Reduced -64,121-64.1k
STATE STREET CORP Reduced -45,932-45.9k
DIMENSIONAL FUND ADVISORS LP Reduced -43,627-43.6k
YACKTMAN ASSET MANAGEMENT LP Reduced -36,587-36.6k
MARSHALL WACE, LLP Sold out -25,754-25.8k
Vision Capital Management, Inc. Sold out -24,698-24.7k
Scharf Investments, LLC Reduced -24,483-24.5k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -21,871-21.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $516.3k7.9k shares
CITADEL ADVISORS LLC Reduced $117.6k1.8k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $764.7k11.7k shares
CITADEL ADVISORS LLC Added $451.0k6.9k 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 Q1 2025

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
101Q2 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 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20231$74.4k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—1$193.0k—
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$201.1k—
DateInsiderTradeSharesPrice ValueTheir holding
2025-02-26 SHOEN MARK V 10% owner · MVS-029 Trust Sold plan 12,500 $65.03 $812.9k12.5k shares -2%
2025-02-21 SHOEN MARK V 10% owner · MVS-029 Trust Sold plan 289 $65.80 $19.0k289 shares -<1%
2025-02-20 SHOEN MARK V 10% owner · MVS-029 Trust Sold plan 12,500 $65.87 $823.3k12.5k shares -2%
2025-02-18 Brogan John P. Director Sold 3,000 $67.04 $201.1k3.0k 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 847,177847.2k $55.4m $55.4m 0.00% Added +11.9k +11,855
2 Southpoint Capital Advisors LP 1.10% of their portfolio NEW YORK, NY 700,000700.0k $45.8m $45.8m 1.10% Unchanged
3 TRIAN FUND MANAGEMENT, L.P. 1.14% of their portfolio NEW YORK, NY 652,000652.0k $42.6m $42.6m 1.14% Unchanged
4 Scharf Investments, LLC 1.21% of their portfolio LOS GATOS, CA 610,916610.9k $39.9m $39.9m 1.21% Reduced -24.5k -24,483
5 NORGES BANK 0.00% of their portfolio OSLO, Q8 491,711491.7k $32.1m $32.1m 0.00% Added +84.9k +84,893
6 BlackRock, Inc. 0.00% of their portfolio New York, NY 470,032470.0k $30.7m $30.7m 0.00% Added +47.0k +46,954
7 YACKTMAN ASSET MANAGEMENT LP 0.29% of their portfolio AUSTIN, TX 335,478335.5k $21.9m $21.9m 0.29% Reduced -36.6k -36,587
8 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 284,064284.1k $18.6m $18.6m 0.00% Reduced -43.6k -43,627
9 Smead Capital Management, Inc. 0.23% of their portfolio Phoenix, AZ 209,649209.6k $13.7m $13.7m 0.23% Reduced -238.3k -238,318
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 164,908164.9k $10.8m $10.8m 0.00% Added +4.2k +4,172
11 Old West Investment Management, LLC 3.20% of their portfolio Los Angeles, CA 135,509135.5k $8.9m $8.9m 3.20% Added +2.0k +1,972
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 135,430135.4k $8.9m $8.9m 0.00% Reduced -45.9k -45,932
13 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 130,472130.5k $8.5m $8.5m 0.00% Added +25.1k +25,115
14 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 124,700124.7k $8.2m $8.2m 0.02% Added +6.9k +6,900
15 Parkwood LLC 0.76% of their portfolio CLEVELAND, OH 118,546118.5k $7.7m $7.7m 0.76% Reduced -12.2k -12,198
16 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 102,507102.5k $6.6m $6.6m 0.01% Added +1.3k +1,347
17 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 100,697100.7k $6.6m $6.6m 0.01% Reduced -12.3k -12,279
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 98,78098.8k $6.5m $6.5m 0.00% Added +5.1k +5,084
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 88,18788.2k $5.8m $5.8m 0.00% Added +50.4k +50,418
20 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 87,23387.2k $5.7m $5.7m 0.01% Added +56.3k +56,256
21 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 82,47282.5k $5.4m $5.4m 0.00% Added +53.0k +53,029
22 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 77,04977.0k $5.0m $5.0m 0.01% Added +29.5k +29,492
23 ArrowMark Colorado Holdings LLC 0.08% of their portfolio Denver, CO 75,80075.8k $5.0m $5.0m 0.08% Unchanged
24 Bruce & Co., Inc. 1.55% of their portfolio CHICAGO, IL 73,90073.9k $4.8m $4.8m 1.55% Unchanged
25 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio JUPITER, FL 64,40564.4k $4.2m $4.2m 0.02% Reduced -21.9k -21,871
26 Quantinno Capital Management LP 0.03% of their portfolio NEW YORK, NY 61,89161.9k $4.0m $4.0m 0.03% Added +30.8k +30,784
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 55,97356.0k $3.7m $3.7m 0.00% New
28 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 43,15543.2k $2.8m $2.8m 0.02% Added +1.8k +1,838
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 38,04238.0k $2.5m $2.5m 0.00% Added +3.5k +3,505
30 ABRAMS CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio Boston, MA 36,40136.4k $2.4m $2.4m 0.04% Unchanged
31 GABELLI FUNDS LLC 0.02% of their portfolio Rye, NY 34,16734.2k $2.2m $2.2m 0.02% Added +3.6k +3,567
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 34,04834.0k $2.2m $2.2m 0.00% Added +20.8k +20,833
33 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 32,95733.0k $2.2m $2.2m 0.02% Added +19.7k +19,721
34 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 30,27730.3k $2.0m $2.0m 0.01% Reduced -1.6k -1,553
35 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 29,48029.5k $1.9m $1.9m 0.00% Reduced -3.8k -3,849
36 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 29,17129.2k $1.9m $1.9m 0.01% Added +5.4k +5,361
37 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.16% of their portfolio Englewood, NJ 26,76726.8k $1.7m $1.7m 0.16% New
38 Applied Fundamental Research, LLC 1.37% of their portfolio CAMBRIDGE, MA 25,08725.1k $1.6m $1.6m 1.37% Unchanged
39 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,81323.8k $1.6m $1.6m 0.00% New
40 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 23,47223.5k $1.5m $1.5m 0.00% First filing
41 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,04622.0k $1.4m $1.4m 0.00% Reduced -761 -761
42 DNB Asset Management AS 0.01% of their portfolio Oslo, Q8 19,51019.5k $1.2m $1.2m 0.01% New
43 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,90016.9k $1.1m $1.1m 0.00% New
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 16,88616.9k $1.1m $1.1m 0.00% Reduced -1.7k -1,706
45 Treasurer of the State of North Carolina 0.00% of their portfolio RALEIGH, NC 16,79816.8k $1.1m $1.1m 0.00% Reduced -8.4k -8,430
46 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 16,15416.2k $1.1m $1.1m 0.01% New
47 Aquatic Capital Management LLC 0.03% of their portfolio CHICAGO, IL 15,55415.6k $1.0m $1.0m 0.03% Added +4.3k +4,270
48 MCDONALD PARTNERS LLC 0.25% of their portfolio CLEVELAND, OH 14,92514.9k $975.5k $975.5k 0.25% Added +125 +125
49 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 14,86614.9k $971.6k $971.6k 0.00% Reduced -2.1k -2,100
50 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 13,39313.4k $875.4k $875.4k 0.00% Unchanged
51 Barnett & Company, Inc. 0.70% of their portfolio CHATTANOOGA, TN 12,85012.8k $839.9k $839.9k 0.70% Reduced -1.2k -1,200
52 Kerrisdale Advisers, LLC 0.35% of their portfolio Miami, FL 12,71412.7k $831.0k $831.0k 0.35% Unchanged
53 Virtu Financial LLC 0.04% of their portfolio New York, NY 12,61012.6k $824.0k $824.0k 0.04% New
54 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,59712.6k $823.3k $823.3k 0.00% Added +8.8k +8,838
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 11,75711.8k $768.5k $768.5k 0.00% Added +355 +355
56 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $742.9k $742.9k 0.00% Unchanged
57 Semanteon Capital Management, LP 0.39% of their portfolio NEWTON, MA 11,04911.0k $722.2k $722.2k 0.39% Added +1.7k +1,723
58 Orvieto Partners, L.P. 0.63% of their portfolio BOSTON, MA 11,00011.0k $719.0k $719.0k 0.63% Unchanged
59 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 10,90010.9k $712.4k $712.4k 0.01% Added +97 +97
60 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 10,60810.6k $693.3k $693.3k 0.00% Added +2.9k +2,948
61 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,98810.0k $631.8k $631.8k 0.00% Added +257 +257
62 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,8069.8k $640.9k $640.9k 0.00% Reduced -10 -10
63 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 9,3279.3k $609.6k $609.6k 0.00% Reduced -373 -373
64 Keeley-Teton Advisors, LLC 0.07% of their portfolio Chicago, IL 9,0409.0k $590.9k $590.9k 0.07% Reduced -580 -580
65 TWINBEECH CAPITAL LP 0.01% of their portfolio PURCHASE, NY 8,8208.8k $576.5k $576.5k 0.01% New
66 AlphaQuest LLC 0.06% of their portfolio New York, NY 8,8188.8k $576.3k $576.3k 0.06% New
67 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 8,5128.5k $556.3k $556.3k 0.02% Reduced -4.2k -4,223
68 Gotham Asset Management, LLC 0.00% of their portfolio NEW YORK, NY 8,3748.4k $547.3k $547.3k 0.00% New
69 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 8,3488.3k $546.0k $546.0k 0.00% Added +379 +379
70 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 8,2538.3k $539.4k $539.4k 0.00% Reduced -130 -130
71 Diversified Investment Strategies, LLC 0.36% of their portfolio BATON ROUGE, LA 8,1298.1k $531.3k $531.3k 0.36% Reduced -385 -385
72 Carnegie Lake Advisors LLC 0.21% of their portfolio PRINCETON, NJ 8,0208.0k $524.0k $524.0k 0.21% Unchanged
73 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 7,9177.9k $517.5k $517.5k 0.00% Added +1.3k +1,326
74 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 7,7967.8k $509.5k $509.5k 0.00% Added +363 +363
75 Norman Fields, Gottscho Capital Management, LLC 0.16% of their portfolio NEW YORK, NY 7,4217.4k $485.0k $485.0k 0.16% Added +225 +225
76 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 7,1507.2k $467.3k $467.3k 0.00% Added +6.0k +5,963
77 Asset Planning,Inc 0.36% of their portfolio LOS ALAMITOS, CA 7,1007.1k $464.1k $464.1k 0.36% Unchanged
78 Petrus Trust Company, LTA 0.04% of their portfolio Dallas, TX 6,8376.8k $446.9k $446.9k 0.04% Unchanged
79 TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio STAMFORD, CT 6,8106.8k $445.1k $445.1k 0.00% New
80 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,7606.8k $442.0k $442.0k 0.00% Added +352 +352
81 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 6,5146.5k $425.8k $425.8k 0.00% New
82 Versor Investments LP 0.07% of their portfolio New York, NY 6,4006.4k $418.3k $418.3k 0.07% Added +3.2k +3,200
83 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.10% of their portfolio NEWPORT BEACH, CA 6,0916.1k $398.1k $398.1k 0.10% Reduced -293 -293
84 Oppenheimer & Close, LLC 0.32% of their portfolio NEW YORK, NY 6,0006.0k $392.2k $392.2k 0.32% Reduced -115 -115
85 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 5,6295.6k $367.9k $367.9k 0.00% Reduced -64.1k -64,121
86 INGALLS & SNYDER LLC 0.01% of their portfolio NEW YORK, NY 5,6105.6k $367.0k $367.0k 0.01% Reduced -75 -75
87 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 5,3445.3k $349.3k $349.3k 0.02% Added +1.2k +1,214
88 Intellectus Partners, LLC 0.09% of their portfolio SAN FRANCISCO, CA 5,3405.3k $349.0k $349.0k 0.09% Unchanged
89 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,2965.3k $346.1k $346.1k 0.00% Reduced -142 -142
90 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $339.9k $339.9k 0.00% Unchanged
91 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 5,1425.1k $333.9k $333.9k 0.04% Added +291 +291
92 REDMONT WEALTH ADVISORS LLC 0.62% of their portfolio CHICAGO, IL 4,8644.9k $317.9k $317.9k 0.62% Reduced -2.5k -2,530
93 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 4,8474.8k $316.8k $316.8k 0.00% Reduced -3.0k -2,968
94 State of Wyoming 0.04% of their portfolio CHEYENNE, WY 4,8184.8k $314.9k $314.9k 0.04% New
95 Lakewood Asset Management LLC 0.19% of their portfolio NAPERVILLE, IL 4,2974.3k $280.9k $280.9k 0.19% Added +1.1k +1,058
96 Mraz, Amerine & Associates, Inc. 0.05% of their portfolio Modesto, CA 4,2584.3k $276.5k $276.5k 0.05% Reduced -12 -12
97 Quadcap Wealth Management, LLC 0.04% of their portfolio Frisco, TX 3,8363.8k $250.7k $250.7k 0.04% Reduced -31 -31
98 Legacy Capital Group California, Inc. 0.09% of their portfolio LOS GATOS, CA 3,7953.8k $248.0k $248.0k 0.09% Added +412 +412
99 Lodestone Wealth Management LLC 0.12% of their portfolio SPOKANE, WA 3,5253.5k $230.4k $230.4k 0.12% Reduced -786 -786
100 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 3,5003.5k $228.8k $228.8k 0.00% Reduced -2.8k -2,800