Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

214 institutional holders +0 vs Q1 2025
8,182,9468.2m shares reported held*
$489.5mreported value*
27 new 60 added 72 reduced 28 sold out net bought ≈ $48.0m (+791.9k 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 ($743.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.82. Options: 3 managers hold calls ($938.7k notional), 3 hold puts ($1.3m).

Trends to Q2 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: 214Q2 25: 214214Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025214

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 92 bought or addedQ1 25: 74 cut or sold outQ2 25: 87 bought or addedQ2 25: 100 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202371101
Q4 20237694
Q1 20248293
Q2 20247993
Q3 20249475
Q4 20247895
Q1 20259274
Q2 202587100

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 1.92Q2 25 calls: $938.7kQ2 25 puts: $1.3mQ2 25P/C 1.41
Numbers
QuarterCallsPutsP/C
Q3 2024$2.0m$705.1k0.35
Q4 2024$1.1m$48.4k0.05
Q1 2025$634.0k$1.2m1.92
Q2 2025$938.7k$1.3m1.41

Biggest buyers

Scharf Investments, LLC Added +838,380+838.4k
MILLENNIUM MANAGEMENT LLC Added +293,231+293.2k
JANE STREET GROUP, LLC Added +51,447+51.4k
NORGES BANK Added +42,761+42.8k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +41,300+41.3k
ROYAL BANK OF CANADA Added +37,088+37.1k
HRT FINANCIAL LP Added +30,272+30.3k
DIMENSIONAL FUND ADVISORS LP Added +29,125+29.1k
TUDOR INVESTMENT CORP ET AL Added +28,884+28.9k
Point72 Asset Management, L.P. New +28,100+28.1k

Biggest sellers

TRIAN FUND MANAGEMENT, L.P. Reduced -298,665-298.7k
Smead Capital Management, Inc. Sold out -209,649-209.6k
UBS Group AG Reduced -61,112-61.1k
Southpoint Capital Advisors LP Reduced -50,000-50.0k
STATE STREET CORP Reduced -39,325-39.3k
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -25,345-25.3k
Applied Fundamental Research, LLC Sold out -25,087-25.1k
VOYA INVESTMENT MANAGEMENT LLC Reduced -24,485-24.5k
DNB Asset Management AS Sold out -19,510-19.5k
GEODE CAPITAL MANAGEMENT, LLC Reduced -13,885-13.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $557.2k9.2k shares
CITADEL ADVISORS LLC Added $381.5k6.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

JANE STREET GROUP, LLC New $1.2m19.4k shares
Walleye Trading LLC New $145.3k2.4k 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 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
101Q3 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 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Scharf Investments, LLC 2.35% of their portfolio LOS GATOS, CA 1,449,2961.4m $81.7m $81.7m 2.35% Added +838.4k +838,380
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 862,244862.2k $52.2m $52.2m 0.00% Added +15.1k +15,067
3 Southpoint Capital Advisors LP 0.99% of their portfolio NEW YORK, NY 650,000650.0k $39.4m $39.4m 0.99% Reduced -50.0k -50,000
4 NORGES BANK 0.00% of their portfolio OSLO, Q8 534,472534.5k $32.4m $32.4m 0.00% Added +42.8k +42,761
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 474,056474.1k $28.7m $28.7m 0.00% Added +4.0k +4,024
6 TRIAN FUND MANAGEMENT, L.P. 0.56% of their portfolio NEW YORK, NY 353,335353.3k $21.4m $21.4m 0.56% Reduced -298.7k -298,665
7 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 349,204349.2k $21.1m $21.1m 0.02% Added +293.2k +293,231
8 YACKTMAN ASSET MANAGEMENT LP 0.27% of their portfolio AUSTIN, TX 332,758332.8k $20.2m $20.2m 0.27% Reduced -2.7k -2,720
9 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 313,189313.2k $19.0m $19.0m 0.00% Added +29.1k +29,125
10 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 151,023151.0k $9.1m $9.1m 0.00% Reduced -13.9k -13,885
11 Old West Investment Management, LLC 2.86% of their portfolio Los Angeles, CA 142,984143.0k $8.7m $8.7m 2.86% Added +7.5k +7,475
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 128,378128.4k $7.8m $7.8m 0.00% Reduced -2.1k -2,094
13 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 124,300124.3k $7.5m $7.5m 0.02% Reduced -400 -400
14 Parkwood LLC 0.67% of their portfolio CLEVELAND, OH 120,908120.9k $7.3m $7.3m 0.67% Added +2.4k +2,362
15 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 105,970106.0k $6.4m $6.4m 0.01% Added +5.3k +5,273
16 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 103,517103.5k $6.3m $6.3m 0.01% Added +1.0k +1,010
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 102,017102.0k $6.2m $6.2m 0.00% Added +3.2k +3,237
18 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 96,10596.1k $5.8m $5.8m 0.00% Reduced -39.3k -39,325
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 83,02483.0k $5.0m $5.0m 0.00% Reduced -4.2k -4,209
20 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 78,51378.5k $4.8m $4.8m 0.00% Added +1.5k +1,464
21 ArrowMark Colorado Holdings LLC 0.08% of their portfolio Denver, CO 75,80075.8k $4.6m $4.6m 0.08% Unchanged
22 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 75,26075.3k $4.6m $4.6m 0.01% Added +51.4k +51,447
23 Bruce & Co., Inc. 1.45% of their portfolio CHICAGO, IL 73,90073.9k $4.5m $4.5m 1.45% Unchanged
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 71,13671.1k $4.3m $4.3m 0.00% Added +37.1k +37,088
25 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 63,22963.2k $3.8m $3.8m 0.02% Added +30.3k +30,272
26 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 61,32661.3k $3.7m $3.7m 0.02% Reduced -565 -565
27 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 57,98758.0k $3.5m $3.5m 0.00% Reduced -24.5k -24,485
28 Verition Fund Management LLC 0.02% of their portfolio GREENWICH, CT 53,28753.3k $3.2m $3.2m 0.02% Added +10.1k +10,132
29 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 51,21751.2k $3.1m $3.1m 0.01% Added +20.9k +20,940
30 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 41,30041.3k $2.5m $2.5m 0.00% New
31 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 39,06039.1k $2.4m $2.4m 0.01% Reduced -25.3k -25,345
32 ABRAMS CAPITAL MANAGEMENT, L.P. 0.04% of their portfolio Boston, MA 36,40136.4k $2.2m $2.2m 0.04% Unchanged
33 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 35,69435.7k $2.2m $2.2m 0.02% Added +28.9k +28,884
34 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,96135.0k $2.1m $2.1m 0.00% Reduced -3.1k -3,081
35 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 34,16734.2k $2.1m $2.1m 0.01% Unchanged
36 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 32,11832.1k $1.9m $1.9m 0.00% Added +2.6k +2,638
37 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 30,35030.4k $1.8m $1.8m 0.01% Added +1.2k +1,179
38 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 28,10028.1k $1.7m $1.7m 0.00% New
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 27,07527.1k $1.6m $1.6m 0.00% Reduced -61.1k -61,112
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,48026.5k $1.6m $1.6m 0.00% Added +15.9k +15,872
41 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 21,69521.7k $1.3m $1.3m 0.01% Added +5.5k +5,541
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 20,48120.5k $1.2m $1.2m 0.00% Reduced -1.6k -1,565
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 19,19719.2k $1.2m $1.2m 0.00% Reduced -4.3k -4,275
44 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.09% of their portfolio Englewood, NJ 19,15319.2k $1.2m $1.2m 0.09% Reduced -7.6k -7,614
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 18,51318.5k $1.1m $1.1m 0.00% Added +10.6k +10,596
46 Virtu Financial LLC 0.06% of their portfolio New York, NY 18,43518.4k $1.1m $1.1m 0.06% Added +5.8k +5,825
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,19818.2k $1.1m $1.1m 0.00% Added +1.3k +1,312
48 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,90016.9k $1.0m $1.0m 0.00% Unchanged
49 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 15,67415.7k $949.2k $949.2k 0.00% New
50 MCDONALD PARTNERS LLC 0.22% of their portfolio CLEVELAND, OH 14,82514.8k $897.8k $897.8k 0.22% Reduced -100 -100
51 Versor Investments LP 0.15% of their portfolio New York, NY 13,86513.9k $839.7k $839.7k 0.15% Added +7.5k +7,465
52 XTX Topco Ltd 0.03% of their portfolio LONDON, X0 13,33513.3k $807.6k $807.6k 0.03% New
53 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 13,07313.1k $791.7k $791.7k 0.00% Reduced -320 -320
54 Kerrisdale Advisers, LLC 0.40% of their portfolio Miami, FL 12,71412.7k $770.0k $770.0k 0.40% Unchanged
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,43312.4k $752.9k $752.9k 0.00% Reduced -164 -164
56 Barnett & Company, Inc. 0.58% of their portfolio CHATTANOOGA, TN 12,15012.2k $735.8k $735.8k 0.58% Reduced -700 -700
57 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $688.3k $688.3k 0.00% Unchanged
58 Aquatic Capital Management LLC 0.01% of their portfolio CHICAGO, IL 11,20811.2k $678.8k $678.8k 0.01% Reduced -4.3k -4,346
59 Orvieto Partners, L.P. 0.59% of their portfolio BOSTON, MA 11,00011.0k $666.2k $666.2k 0.59% Unchanged
60 Semanteon Capital Management, LP 1.00% of their portfolio NEWTON, MA 10,95411.0k $663.4k $663.4k 1.00% Reduced -95 -95
61 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 10,80110.8k $654.1k $654.1k 0.00% New
62 Engineers Gate Manager LP 0.01% of their portfolio NEW YORK, NY 10,55810.6k $639.4k $639.4k 0.01% New
63 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.26% of their portfolio FLINT, MI 10,32410.3k $674.8k $674.8k 0.26% First filing
64 READYSTATE ASSET MANAGEMENT LP 0.02% of their portfolio CHICAGO, IL 9,8599.9k $597.1k $597.1k 0.02% New
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,7469.7k $590.2k $590.2k 0.00% Reduced -2.0k -2,011
66 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 9,1279.1k $552.7k $552.7k 0.00% Reduced -200 -200
67 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 9,0909.1k $550.5k $550.5k 0.00% New
68 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 8,9909.0k $544.4k $544.4k 0.01% New
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,6958.7k $526.6k $526.6k 0.00% Reduced -1.1k -1,111
70 REDMONT WEALTH ADVISORS LLC 0.76% of their portfolio CHICAGO, IL 8,5078.5k $515.2k $515.2k 0.76% Added +3.6k +3,643
71 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 8,4198.4k $510.0k $510.0k 0.04% New
72 MGO ONE SEVEN LLC 0.02% of their portfolio Beachwood, OH 8,4168.4k $509.7k $509.7k 0.02% Reduced -96 -96
73 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 8,2088.2k $497.1k $497.1k 0.00% New
74 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 8,2008.2k $496.6k $496.6k 0.00% Reduced -6.7k -6,666
75 Diversified Investment Strategies, LLC 0.33% of their portfolio BATON ROUGE, LA 8,0548.1k $487.8k $487.8k 0.33% Reduced -75 -75
76 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 7,9347.9k $480.4k $480.4k 0.00% Reduced -319 -319
77 Carnegie Lake Advisors LLC 0.19% of their portfolio PRINCETON, NJ 7,8207.8k $474.0k $474.0k 0.19% Reduced -200 -200
78 TWINBEECH CAPITAL LP 0.01% of their portfolio PURCHASE, NY 7,4727.5k $452.5k $452.5k 0.01% Reduced -1.3k -1,348
79 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 7,3677.4k $446.1k $446.1k 0.00% Added +2.5k +2,520
80 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 7,3557.4k $445.4k $445.4k 0.01% New
81 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 7,1437.1k $432.6k $432.6k 0.00% Reduced -7 -7
82 Asset Planning,Inc 0.32% of their portfolio LOS ALAMITOS, CA 7,1007.1k $430.0k $430.0k 0.32% Unchanged
83 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 6,9717.0k $422.2k $422.2k 0.00% Reduced -825 -825
84 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 6,9006.9k $418.0k $418.0k 0.00% Added +140 +140
85 Petrus Trust Company, LTA 0.04% of their portfolio Dallas, TX 6,8376.8k $414.0k $414.0k 0.04% Unchanged
86 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,7466.7k $408.5k $408.5k 0.00% Reduced -4.2k -4,154
87 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 6,4216.4k $389.0k $389.0k 0.00% Reduced -1.9k -1,927
88 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 6,3826.4k $386.5k $386.5k 0.00% Added +753 +753
89 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 6,2516.3k $378.6k $378.6k 0.00% New
90 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 6,1896.2k $374.8k $374.8k 0.02% Added +845 +845
91 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.08% of their portfolio NEWPORT BEACH, CA 6,0496.0k $366.3k $366.3k 0.08% Reduced -42 -42
92 Oppenheimer & Close, LLC 0.28% of their portfolio NEW YORK, NY 5,9956.0k $363.1k $363.1k 0.28% Reduced -5 -5
93 Centiva Capital, LP 0.02% of their portfolio New York, NY 5,7345.7k $347.3k $347.3k 0.02% New
94 INGALLS & SNYDER LLC 0.01% of their portfolio NEW YORK, NY 5,5785.6k $338.0k $338.0k 0.01% Reduced -32 -32
95 Farringdon Capital, Ltd. 0.11% of their portfolio LONDON, X0 5,5195.5k $334.2k $334.2k 0.11% New
96 Norman Fields, Gottscho Capital Management, LLC 0.11% of their portfolio NEW YORK, NY 5,3895.4k $326.0k $326.0k 0.11% Reduced -2.0k -2,032
97 Intellectus Partners, LLC 0.07% of their portfolio SAN FRANCISCO, CA 5,3405.3k $323.4k $323.4k 0.07% Unchanged
98 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $314.9k $314.9k 0.00% Unchanged
99 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,0655.1k $306.7k $306.7k 0.00% Reduced -231 -231
100 AXQ CAPITAL, LP 0.09% of their portfolio JERSEY CITY, NJ 4,8074.8k $291.1k $291.1k 0.09% New