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 ($642.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.37. Options: 4 managers hold calls ($2.3m notional), 3 hold puts ($5.7m).
Trends to Q3 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 |
| Q2 2025 | 214 |
| Q3 2025 | 210 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2023 | 76 | 94 |
| Q1 2024 | 82 | 93 |
| Q2 2024 | 79 | 93 |
| Q3 2024 | 94 | 75 |
| Q4 2024 | 78 | 95 |
| Q1 2025 | 92 | 74 |
| Q2 2025 | 87 | 100 |
| Q3 2025 | 94 | 105 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $1.1m | $48.4k | 0.05 |
| Q1 2025 | $634.0k | $1.2m | 1.92 |
| Q2 2025 | $938.7k | $1.3m | 1.41 |
| Q3 2025 | $2.3m | $5.7m | 2.48 |
Biggest buyers
| Estuary Capital Management LP | New | +214.2k |
| FRANKLIN RESOURCES INC | Added | +175.6k |
| LANDMARK INVESTMENT PARTNERS, L.P. | New | +114.4k |
| ArrowMark Colorado Holdings LLC | Added | +82.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +68.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +67.9k |
| TWO SIGMA ADVISERS, LP | Added | +65.4k |
| TUDOR INVESTMENT CORP ET AL | Added | +59.7k |
| Quantinno Capital Management LP | Added | +51.7k |
| MORGAN STANLEY | Added | +46.8k |
Biggest sellers
| Scharf Investments, LLC | Reduced | -901.2k |
| TRIAN FUND MANAGEMENT, L.P. | Sold out | -353.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -126.6k |
| JANE STREET GROUP, LLC | Reduced | -58.8k |
| Southpoint Capital Advisors LP | Reduced | -50.0k |
| ROYAL BANK OF CANADA | Reduced | -34.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -34.2k |
| Verition Fund Management LLC | Reduced | -31.3k |
| STRS OHIO | Reduced | -30.2k |
| BlackRock, Inc. | Reduced | -27.0k |
Biggest calls
| LANDMARK INVESTMENT PARTNERS, L.P. | New | $1.1m19.5k shares |
| CITADEL ADVISORS LLC | Added | $662.0k11.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $525.0k9.2k shares |
| GROUP ONE TRADING LLC | New | $5.7k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $2.5m43.2k shares |
| JANE STREET GROUP, LLC | Added | $2.4m42.6k shares |
| CITADEL ADVISORS LLC | New | $810.4k14.2k 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 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-18 | SAC HOLDING CORP +4 10% owner · Blackwater Investments, Inc. | Bought | —229.5k shares |
| 2025-09-18 | SHOEN MARK V 10% owner · Blackwater Investments, Inc. | Bought | —229.5k shares |
| 2025-09-18 | SHOEN EDWARD J President, director · Blackwater Investments, Inc. | Bought | —229.5k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 850.6k $48.5m | Reduced -11.7k |
| Southpoint Capital Advisors LP 0.90% of their portfolio | 600.0k $34.2m | Reduced -50.0k |
| Scharf Investments, LLC 0.79% of their portfolio | 548.1k $31.3m | Reduced -901.2k |
| BlackRock, Inc. 0.00% of their portfolio | 447.1k $25.5m | Reduced -27.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 381.1k $21.8m | Added +67.9k |
| YACKTMAN ASSET MANAGEMENT LP 0.26% of their portfolio | 330.8k $18.9m | Reduced -2.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 222.6k $12.7m | Reduced -126.6k |
| Estuary Capital Management LP 2.17% of their portfolio | 214.2k $12.2m | New |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 189.7k $10.8m | Added +65.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 182.8k $5.5m | Added +175.6k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 174.1k $9.9m | Added +68.2k |
| ArrowMark Colorado Holdings LLC 0.17% of their portfolio | 157.8k $9.0m | Added +82.0k |
| Old West Investment Management, LLC 2.00% of their portfolio | 152.8k $8.7m | Added +9.8k |
| MORGAN STANLEY 0.00% of their portfolio | 148.9k $8.5m | Added +46.8k |
| Parkwood LLC 0.76% of their portfolio | 135.9k $7.8m | Added +15.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 134.9k $7.7m | Reduced -16.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 120.8k $6.9m | Reduced -7.6k |
| LANDMARK INVESTMENT PARTNERS, L.P. 5.35% of their portfolio | 114.4k $6.5m | New |
| Quantinno Capital Management LP 0.02% of their portfolio | 113.1k $6.5m | Added +51.7k |
| STATE STREET CORP 0.00% of their portfolio | 105.8k $6.0m | Added +9.7k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 103.1k $5.9m | Added +24.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 101.8k $5.8m | Added +18.8k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 95.4k $5.4m | Added +59.7k |
| HRT FINANCIAL LP 0.02% of their portfolio | 91.1k $5.2m | Added +27.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 81.6k $4.7m | Reduced -21.9k |
| Bruce & Co., Inc. 1.31% of their portfolio | 73.9k $4.2m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 46.8k $2.7m | Reduced -11.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 46.2k $2.6m | Added +18.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 45.2k $2.6m | Added +18.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 36.7k $2.1m | Reduced -34.4k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 0.03% of their portfolio | 36.4k $2.1m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 35.9k $2.0m | Reduced -15.3k |
| DIMENSION CAPITAL MANAGEMENT LLC 0.29% of their portfolio | 35.0k $2.0m | New |
| GABELLI FUNDS LLC 0.01% of their portfolio | 34.2k $1.9m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 33.4k $1.9m | Reduced -1.5k |
| UBS Group AG 0.00% of their portfolio | 33.1k $1.9m | Added +6.0k |
| CITIGROUP INC 0.00% of their portfolio | 32.0k $1.8m | Reduced -165 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 29.8k $1.7m | Added +11.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 29.6k $1.7m | Added +13.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 29.2k $1.7m | Reduced -9.8k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 28.2k $1.6m | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 26.1k $1.5m | Added +25.6k |
| Verition Fund Management LLC 0.01% of their portfolio | 22.0k $1.3m | Reduced -31.3k |
| Summit Trail Advisors, LLC 0.02% of their portfolio | 19.6k $1.1m | Added +15.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 19.3k $1.1m | Added +10.6k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio | 19.2k $1.1m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 19.0k $1.1m | Reduced -227 |
| Trexquant Investment LP 0.01% of their portfolio | 18.9k $1.1m | Reduced -2.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 18.5k $1.1m | Reduced -2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.0k $1.0m | Reduced -160 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 16.9k $964.5k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.5k $939.1k | Reduced -58.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 15.5k $885.8k | New |
| Virtu Financial LLC 0.05% of their portfolio | 15.0k $856.0k | Reduced -3.4k |
| MCDONALD PARTNERS LLC 0.25% of their portfolio | 14.5k $829.0k | Reduced -300 |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 14.0k $800.0k | Added +13.9k |
| LPL Financial LLC 0.00% of their portfolio | 13.7k $779.1k | Added +7.3k |
| Creative Planning 0.00% of their portfolio | 13.6k $773.7k | Added +4.5k |
| AlphaQuest LLC 0.05% of their portfolio | 13.0k $739.8k | New |
| BARCLAYS PLC 0.00% of their portfolio | 12.9k $733.7k | Added +12.3k |
| Kerrisdale Advisers, LLC 0.38% of their portfolio | 12.7k $725.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 12.0k $692.4k | Reduced -405 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.4k $648.7k | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 11.1k $636.0k | Added +3.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 10.3k $548.5k | Added +567 |
| Arax Advisory Partners 0.01% of their portfolio | 10.0k $572.5k | Added +9.7k |
| Brandywine Global Investment Management, LLC 0.00% of their portfolio | 9.0k $515.2k | Reduced -100 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 9.0k $514.4k | Added +5.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 8.6k $490.1k | Added +7.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 8.4k $480.4k | Added +8.0k |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 8.4k $477.4k | Reduced -51 |
| Diversified Investment Strategies, LLC 0.30% of their portfolio | 8.1k $459.6k | Unchanged |
| Orvieto Partners, L.P. 0.39% of their portfolio | 8.0k $456.6k | Reduced -3.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 7.8k $446.9k | Reduced -5.2k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 7.8k $446.4k | New |
| GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio | 7.8k $445.7k | Reduced -1.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 7.6k $436.4k | Reduced -286 |
| Carnegie Lake Advisors LLC 0.17% of their portfolio | 7.6k $432.0k | Reduced -250 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 7.3k $415.0k | Added +371 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 7.1k $406.6k | Reduced -34.2k |
| Belpointe Asset Management LLC 0.02% of their portfolio | 6.9k $394.4k | Added +721 |
| Atria Investments, Inc 0.00% of their portfolio | 6.7k $380.9k | Reduced -71 |
| Asset Planning,Inc 0.27% of their portfolio | 6.5k $369.8k | Reduced -620 |
| Invesco Ltd. 0.00% of their portfolio | 6.3k $358.9k | Added +2.8k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 6.1k $349.2k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 6.1k $348.2k | Reduced -4.7k |
| Oppenheimer & Close, LLC 0.23% of their portfolio | 6.0k $341.8k | Reduced -5 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.06% of their portfolio | 6.0k $341.5k | Reduced -65 |
| REDMONT WEALTH ADVISORS LLC 0.47% of their portfolio | 5.9k $334.1k | Reduced -2.7k |
| HighTower Advisors, LLC 0.00% of their portfolio | 5.8k $330.2k | Reduced -1.2k |
| Corton Capital Inc. 0.78% of their portfolio | 5.6k $317.2k | New |
| Engineers Gate Manager LP 0.00% of their portfolio | 5.5k $313.4k | Reduced -5.1k |
| INGALLS & SNYDER LLC 0.01% of their portfolio | 5.4k $309.0k | Reduced -168 |
| Intellectus Partners, LLC 0.06% of their portfolio | 5.3k $304.8k | Unchanged |
| Man Group plc 0.00% of their portfolio | 5.2k $299.2k | New |
| Clearbridge Investments, LLC 0.00% of their portfolio | 5.2k $296.8k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 5.1k $292.0k | Added +52 |
| Net Worth Advisory Group 0.08% of their portfolio | 5.1k $291.1k | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 5.0k $287.0k | Reduced -1.4k |
| Legacy Capital Group California, Inc. 0.07% of their portfolio | 4.6k $262.4k | Added +549 |