U HAUL HOLDING COMPANY UHAL
COM · Common Stock · CUSIP 023586100 · ISIN US0235861004
American holding company
- IndustryServices-Auto Rental & Leasing (No Drivers)
- HeadquartersReno, NV
- Websiteamerco.com
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 290 |
| Q4 2022 | 214 |
| Q1 2023 | 205 |
| Q2 2023 | 194 |
| Q3 2023 | 179 |
| Q4 2023 | 196 |
| Q1 2024 | 200 |
| Q2 2024 | 188 |
| Q3 2024 | 202 |
| Q4 2024 | 204 |
| Q1 2025 | 214 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 70 | 110 |
| Q3 2023 | 71 | 101 |
| Q4 2023 | 76 | 94 |
| Q1 2024 | 82 | 93 |
| Q2 2024 | 79 | 93 |
| Q3 2024 | 94 | 75 |
| Q4 2024 | 78 | 95 |
| Q1 2025 | 92 | 74 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $1.3m | $358.0k | 0.28 |
| Q3 2024 | $2.0m | $705.1k | 0.35 |
| Q4 2024 | $1.1m | $48.4k | 0.05 |
| Q1 2025 | $634.0k | $1.2m | 1.92 |
Biggest buyers
| NORGES BANK | Added | +84.9k |
| CITADEL ADVISORS LLC | Added | +56.3k |
| MILLENNIUM MANAGEMENT LLC | New | +56.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +53.0k |
| UBS Group AG | Added | +50.4k |
| BlackRock, Inc. | Added | +47.0k |
| Quantinno Capital Management LP | Added | +30.8k |
| D. E. Shaw & Co., Inc. | Added | +29.5k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | New | +26.8k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +25.1k |
Biggest sellers
| LORD, ABBETT & CO. LLC | Sold out | -300.0k |
| Smead Capital Management, Inc. | Reduced | -238.3k |
| LPL Financial LLC | Reduced | -64.1k |
| STATE STREET CORP | Reduced | -45.9k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -43.6k |
| YACKTMAN ASSET MANAGEMENT LP | Reduced | -36.6k |
| MARSHALL WACE, LLP | Sold out | -25.8k |
| Vision Capital Management, Inc. | Sold out | -24.7k |
| Scharf Investments, LLC | Reduced | -24.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 1 | $74.4k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $193.0k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $201.1k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-26 | SHOEN MARK V 10% owner · MVS-029 Trust | Sold plan | $812.9k12.5k shares |
| 2025-02-21 | SHOEN MARK V 10% owner · MVS-029 Trust | Sold plan | $19.0k289 shares |
| 2025-02-20 | SHOEN MARK V 10% owner · MVS-029 Trust | Sold plan | $823.3k12.5k shares |
| 2025-02-18 | Brogan John P. Director | Sold | $201.1k3.0k shares |
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
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 847.2k $55.4m | Added +11.9k |
| Southpoint Capital Advisors LP 1.10% of their portfolio | 700.0k $45.8m | Unchanged |
| TRIAN FUND MANAGEMENT, L.P. 1.14% of their portfolio | 652.0k $42.6m | Unchanged |
| Scharf Investments, LLC 1.21% of their portfolio | 610.9k $39.9m | Reduced -24.5k |
| NORGES BANK 0.00% of their portfolio | 491.7k $32.1m | Added +84.9k |
| BlackRock, Inc. 0.00% of their portfolio | 470.0k $30.7m | Added +47.0k |
| YACKTMAN ASSET MANAGEMENT LP 0.29% of their portfolio | 335.5k $21.9m | Reduced -36.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 284.1k $18.6m | Reduced -43.6k |
| Smead Capital Management, Inc. 0.23% of their portfolio | 209.6k $13.7m | Reduced -238.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 164.9k $10.8m | Added +4.2k |
| Old West Investment Management, LLC 3.20% of their portfolio | 135.5k $8.9m | Added +2.0k |
| STATE STREET CORP 0.00% of their portfolio | 135.4k $8.9m | Reduced -45.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 130.5k $8.5m | Added +25.1k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 124.7k $8.2m | Added +6.9k |
| Parkwood LLC 0.76% of their portfolio | 118.5k $7.7m | Reduced -12.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 102.5k $6.6m | Added +1.3k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 100.7k $6.6m | Reduced -12.3k |
| MORGAN STANLEY 0.00% of their portfolio | 98.8k $6.5m | Added +5.1k |
| UBS Group AG 0.00% of their portfolio | 88.2k $5.8m | Added +50.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 87.2k $5.7m | Added +56.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 82.5k $5.4m | Added +53.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 77.0k $5.0m | Added +29.5k |
| ArrowMark Colorado Holdings LLC 0.08% of their portfolio | 75.8k $5.0m | Unchanged |
| Bruce & Co., Inc. 1.55% of their portfolio | 73.9k $4.8m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 64.4k $4.2m | Reduced -21.9k |
| Quantinno Capital Management LP 0.03% of their portfolio | 61.9k $4.0m | Added +30.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 56.0k $3.7m | New |
| Verition Fund Management LLC 0.02% of their portfolio | 43.2k $2.8m | Added +1.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 38.0k $2.5m | Added +3.5k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio | 36.4k $2.4m | Unchanged |
| GABELLI FUNDS LLC 0.02% of their portfolio | 34.2k $2.2m | Added +3.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 34.0k $2.2m | Added +20.8k |
| HRT FINANCIAL LP 0.02% of their portfolio | 33.0k $2.2m | Added +19.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 30.3k $2.0m | Reduced -1.6k |
| CITIGROUP INC 0.00% of their portfolio | 29.5k $1.9m | Reduced -3.8k |
| STRS OHIO 0.01% of their portfolio | 29.2k $1.9m | Added +5.4k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.16% of their portfolio | 26.8k $1.7m | New |
| Applied Fundamental Research, LLC 1.37% of their portfolio | 25.1k $1.6m | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 23.8k $1.6m | New |
| Nuveen, LLC 0.00% of their portfolio | 23.5k $1.5m | First filing |
| Bank of New York Mellon Corp 0.00% of their portfolio | 22.0k $1.4m | Reduced -761 |
| DNB Asset Management AS 0.01% of their portfolio | 19.5k $1.2m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 16.9k $1.1m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 16.9k $1.1m | Reduced -1.7k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 16.8k $1.1m | Reduced -8.4k |
| Trexquant Investment LP 0.01% of their portfolio | 16.2k $1.1m | New |
| Aquatic Capital Management LLC 0.03% of their portfolio | 15.6k $1.0m | Added +4.3k |
| MCDONALD PARTNERS LLC 0.25% of their portfolio | 14.9k $975.5k | Added +125 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 14.9k $971.6k | Reduced -2.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 13.4k $875.4k | Unchanged |
| Barnett & Company, Inc. 0.70% of their portfolio | 12.8k $839.9k | Reduced -1.2k |
| Kerrisdale Advisers, LLC 0.35% of their portfolio | 12.7k $831.0k | Unchanged |
| Virtu Financial LLC 0.04% of their portfolio | 12.6k $824.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 12.6k $823.3k | Added +8.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.8k $768.5k | Added +355 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.4k $742.9k | Unchanged |
| Semanteon Capital Management, LP 0.39% of their portfolio | 11.0k $722.2k | Added +1.7k |
| Orvieto Partners, L.P. 0.63% of their portfolio | 11.0k $719.0k | Unchanged |
| Atria Investments, Inc 0.01% of their portfolio | 10.9k $712.4k | Added +97 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.6k $693.3k | Added +2.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 10.0k $631.8k | Added +257 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 9.8k $640.9k | Reduced -10 |
| Brandywine Global Investment Management, LLC 0.00% of their portfolio | 9.3k $609.6k | Reduced -373 |
| Keeley-Teton Advisors, LLC 0.07% of their portfolio | 9.0k $590.9k | Reduced -580 |
| TWINBEECH CAPITAL LP 0.01% of their portfolio | 8.8k $576.5k | New |
| AlphaQuest LLC 0.06% of their portfolio | 8.8k $576.3k | New |
| MGO ONE SEVEN LLC 0.02% of their portfolio | 8.5k $556.3k | Reduced -4.2k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 8.4k $547.3k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 8.3k $546.0k | Added +379 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 8.3k $539.4k | Reduced -130 |
| Diversified Investment Strategies, LLC 0.36% of their portfolio | 8.1k $531.3k | Reduced -385 |
| Carnegie Lake Advisors LLC 0.21% of their portfolio | 8.0k $524.0k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 7.9k $517.5k | Added +1.3k |
| HighTower Advisors, LLC 0.00% of their portfolio | 7.8k $509.5k | Added +363 |
| Norman Fields, Gottscho Capital Management, LLC 0.16% of their portfolio | 7.4k $485.0k | Added +225 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 7.2k $467.3k | Added +6.0k |
| Asset Planning,Inc 0.36% of their portfolio | 7.1k $464.1k | Unchanged |
| Petrus Trust Company, LTA 0.04% of their portfolio | 6.8k $446.9k | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 6.8k $445.1k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 6.8k $442.0k | Added +352 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 6.5k $425.8k | New |
| Versor Investments LP 0.07% of their portfolio | 6.4k $418.3k | Added +3.2k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.10% of their portfolio | 6.1k $398.1k | Reduced -293 |
| Oppenheimer & Close, LLC 0.32% of their portfolio | 6.0k $392.2k | Reduced -115 |
| LPL Financial LLC 0.00% of their portfolio | 5.6k $367.9k | Reduced -64.1k |
| INGALLS & SNYDER LLC 0.01% of their portfolio | 5.6k $367.0k | Reduced -75 |
| Belpointe Asset Management LLC 0.02% of their portfolio | 5.3k $349.3k | Added +1.2k |
| Intellectus Partners, LLC 0.09% of their portfolio | 5.3k $349.0k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.3k $346.1k | Reduced -142 |
| Clearbridge Investments, LLC 0.00% of their portfolio | 5.2k $339.9k | Unchanged |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 5.1k $333.9k | Added +291 |
| REDMONT WEALTH ADVISORS LLC 0.62% of their portfolio | 4.9k $317.9k | Reduced -2.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 4.8k $316.8k | Reduced -3.0k |
| State of Wyoming 0.04% of their portfolio | 4.8k $314.9k | New |
| Lakewood Asset Management LLC 0.19% of their portfolio | 4.3k $280.9k | Added +1.1k |
| Mraz, Amerine & Associates, Inc. 0.05% of their portfolio | 4.3k $276.5k | Reduced -12 |
| Quadcap Wealth Management, LLC 0.04% of their portfolio | 3.8k $250.7k | Reduced -31 |
| Legacy Capital Group California, Inc. 0.09% of their portfolio | 3.8k $248.0k | Added +412 |
| Lodestone Wealth Management LLC 0.12% of their portfolio | 3.5k $230.4k | Reduced -786 |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 3.5k $228.8k | Reduced -2.8k |