Vault-13

U HAUL HOLDING COMPANY UHAL

COM · Common Stock · CUSIP 023586100 · ISIN US0235861004

American holding company

210 institutional holders -4 vs Q2 2025
7,095,7667.1m shares reported held*
$400.0mreported value*
36 new 58 added 70 reduced 35 sold out net sold ≈ $35.3m (-532.2k 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 ($642.4k 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

0100200300Q3 22: 290Q4 22: 214Q1 23: 205Q2 23: 194Q3 23: 179Q4 23: 196Q1 24: 200Q2 24: 188Q3 24: 202Q4 24: 204Q1 25: 214Q2 25: 214Q3 25: 210210Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025210

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 87 bought or addedQ2 25: 100 cut or sold outQ3 25: 94 bought or addedQ3 25: 105 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237694
Q1 20248293
Q2 20247993
Q3 20249475
Q4 20247895
Q1 20259274
Q2 202587100
Q3 202594105

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ4 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 1.41Q3 25 calls: $2.3mQ3 25 puts: $5.7mQ3 25P/C 2.48
Numbers
QuarterCallsPutsP/C
Q4 2024$1.1m$48.4k0.05
Q1 2025$634.0k$1.2m1.92
Q2 2025$938.7k$1.3m1.41
Q3 2025$2.3m$5.7m2.48

Biggest buyers

Estuary Capital Management LP New +214,200+214.2k
FRANKLIN RESOURCES INC Added +175,614+175.6k
LANDMARK INVESTMENT PARTNERS, L.P. New +114,393+114.4k
ArrowMark Colorado Holdings LLC Added +82,000+82.0k
TWO SIGMA INVESTMENTS, LP Added +68,150+68.2k
DIMENSIONAL FUND ADVISORS LP Added +67,920+67.9k
TWO SIGMA ADVISERS, LP Added +65,400+65.4k
TUDOR INVESTMENT CORP ET AL Added +59,699+59.7k
Quantinno Capital Management LP Added +51,749+51.7k
MORGAN STANLEY Added +46,847+46.8k

Biggest sellers

Scharf Investments, LLC Reduced -901,181-901.2k
TRIAN FUND MANAGEMENT, L.P. Sold out -353,335-353.3k
MILLENNIUM MANAGEMENT LLC Reduced -126,555-126.6k
JANE STREET GROUP, LLC Reduced -58,805-58.8k
Southpoint Capital Advisors LP Reduced -50,000-50.0k
ROYAL BANK OF CANADA Reduced -34,446-34.4k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -34,176-34.2k
Verition Fund Management LLC Reduced -31,333-31.3k
STRS OHIO Reduced -30,166-30.2k
BlackRock, Inc. Reduced -26,965-27.0k

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)

BuyingSelling
101Q4 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 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20251—0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-09-18 SAC HOLDING CORP +4 10% owner · Blackwater Investments, Inc. Bought 229,515 — —229.5k shares +3%
2025-09-18 SHOEN MARK V 10% owner · Blackwater Investments, Inc. Bought 229,515 — —229.5k shares +3%
2025-09-18 SHOEN EDWARD J President, director · Blackwater Investments, Inc. Bought 229,515 — —229.5k shares +3%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 850,589850.6k $48.5m $48.5m 0.00% Reduced -11.7k -11,655
2 Southpoint Capital Advisors LP 0.90% of their portfolio NEW YORK, NY 600,000600.0k $34.2m $34.2m 0.90% Reduced -50.0k -50,000
3 Scharf Investments, LLC 0.79% of their portfolio LOS GATOS, CA 548,115548.1k $31.3m $31.3m 0.79% Reduced -901.2k -901,181
4 BlackRock, Inc. 0.00% of their portfolio New York, NY 447,091447.1k $25.5m $25.5m 0.00% Reduced -27.0k -26,965
5 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 381,109381.1k $21.8m $21.8m 0.00% Added +67.9k +67,920
6 YACKTMAN ASSET MANAGEMENT LP 0.26% of their portfolio AUSTIN, TX 330,774330.8k $18.9m $18.9m 0.26% Reduced -2.0k -1,984
7 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 222,649222.6k $12.7m $12.7m 0.01% Reduced -126.6k -126,555
8 Estuary Capital Management LP 2.17% of their portfolio WAYZATA, MN 214,200214.2k $12.2m $12.2m 2.17% New
9 TWO SIGMA ADVISERS, LP 0.02% of their portfolio NEW YORK, NY 189,700189.7k $10.8m $10.8m 0.02% Added +65.4k +65,400
10 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 182,757182.8k $5.5m $5.5m 0.00% Added +175.6k +175,614
11 TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio NEW YORK, NY 174,120174.1k $9.9m $9.9m 0.02% Added +68.2k +68,150
12 ArrowMark Colorado Holdings LLC 0.17% of their portfolio Denver, CO 157,800157.8k $9.0m $9.0m 0.17% Added +82.0k +82,000
13 Old West Investment Management, LLC 2.00% of their portfolio Los Angeles, CA 152,786152.8k $8.7m $8.7m 2.00% Added +9.8k +9,802
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 148,864148.9k $8.5m $8.5m 0.00% Added +46.8k +46,847
15 Parkwood LLC 0.76% of their portfolio CLEVELAND, OH 135,872135.9k $7.8m $7.8m 0.76% Added +15.0k +14,964
16 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 134,856134.9k $7.7m $7.7m 0.00% Reduced -16.2k -16,167
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 120,770120.8k $6.9m $6.9m 0.00% Reduced -7.6k -7,608
18 LANDMARK INVESTMENT PARTNERS, L.P. 5.35% of their portfolio WEST PALM BEACH, FL 114,393114.4k $6.5m $6.5m 5.35% New
19 Quantinno Capital Management LP 0.02% of their portfolio NEW YORK, NY 113,075113.1k $6.5m $6.5m 0.02% Added +51.7k +51,749
20 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 105,841105.8k $6.0m $6.0m 0.00% Added +9.7k +9,736
21 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 103,146103.1k $5.9m $5.9m 0.00% Added +24.6k +24,633
22 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 101,807101.8k $5.8m $5.8m 0.00% Added +18.8k +18,783
23 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 95,39395.4k $5.4m $5.4m 0.04% Added +59.7k +59,699
24 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 91,06691.1k $5.2m $5.2m 0.02% Added +27.8k +27,837
25 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 81,63381.6k $4.7m $4.7m 0.00% Reduced -21.9k -21,884
26 Bruce & Co., Inc. 1.31% of their portfolio CHICAGO, IL 73,90073.9k $4.2m $4.2m 1.31% Unchanged
27 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 46,81546.8k $2.7m $2.7m 0.00% Reduced -11.2k -11,172
28 Point72 Asset Management, L.P. 0.01% of their portfolio STAMFORD, CT 46,22446.2k $2.6m $2.6m 0.01% Added +18.1k +18,124
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 45,20545.2k $2.6m $2.6m 0.00% Added +18.7k +18,725
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,69036.7k $2.1m $2.1m 0.00% Reduced -34.4k -34,446
31 ABRAMS CAPITAL MANAGEMENT, L.P. 0.03% of their portfolio Boston, MA 36,40136.4k $2.1m $2.1m 0.03% Unchanged
32 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 35,88735.9k $2.0m $2.0m 0.01% Reduced -15.3k -15,330
33 DIMENSION CAPITAL MANAGEMENT LLC 0.29% of their portfolio Coral Gables, FL 35,01635.0k $2.0m $2.0m 0.29% New
34 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 34,16734.2k $1.9m $1.9m 0.01% Unchanged
35 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,42533.4k $1.9m $1.9m 0.00% Reduced -1.5k -1,536
36 UBS Group AG 0.00% of their portfolio ZURICH, V8 33,08033.1k $1.9m $1.9m 0.00% Added +6.0k +6,005
37 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 31,95332.0k $1.8m $1.8m 0.00% Reduced -165 -165
38 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,78229.8k $1.7m $1.7m 0.00% Added +11.3k +11,269
39 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 29,58229.6k $1.7m $1.7m 0.00% Added +13.9k +13,908
40 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 29,24229.2k $1.7m $1.7m 0.01% Reduced -9.8k -9,818
41 Gotham Asset Management, LLC 0.01% of their portfolio NEW YORK, NY 28,22228.2k $1.6m $1.6m 0.01% New
42 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 26,10726.1k $1.5m $1.5m 0.00% Added +25.6k +25,626
43 Verition Fund Management LLC 0.01% of their portfolio GREENWICH, CT 21,95422.0k $1.3m $1.3m 0.01% Reduced -31.3k -31,333
44 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 19,62819.6k $1.1m $1.1m 0.02% Added +15.2k +15,170
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,26819.3k $1.1m $1.1m 0.00% Added +10.6k +10,573
46 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio Englewood, NJ 19,15319.2k $1.1m $1.1m 0.07% Unchanged
47 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 18,97019.0k $1.1m $1.1m 0.00% Reduced -227 -227
48 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 18,93718.9k $1.1m $1.1m 0.01% Reduced -2.8k -2,758
49 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 18,49318.5k $1.1m $1.1m 0.00% Reduced -2.0k -1,988
50 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 18,03818.0k $1.0m $1.0m 0.00% Reduced -160 -160
51 Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,90016.9k $964.5k $964.5k 0.00% Unchanged
52 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,45516.5k $939.1k $939.1k 0.00% Reduced -58.8k -58,805
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 15,52215.5k $885.8k $885.8k 0.00% New
54 Virtu Financial LLC 0.05% of their portfolio New York, NY 14,99415.0k $856.0k $856.0k 0.05% Reduced -3.4k -3,441
55 MCDONALD PARTNERS LLC 0.25% of their portfolio CLEVELAND, OH 14,52514.5k $829.0k $829.0k 0.25% Reduced -300 -300
56 SIMPLEX TRADING, LLC 0.02% of their portfolio CHICAGO, IL 14,02514.0k $800.0k $800.0k 0.02% Added +13.9k +13,943
57 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 13,65213.7k $779.1k $779.1k 0.00% Added +7.3k +7,270
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,55713.6k $773.7k $773.7k 0.00% Added +4.5k +4,467
59 AlphaQuest LLC 0.05% of their portfolio New York, NY 12,96313.0k $739.8k $739.8k 0.05% New
60 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 12,85712.9k $733.7k $733.7k 0.00% Added +12.3k +12,345
61 Kerrisdale Advisers, LLC 0.38% of their portfolio Miami, FL 12,71412.7k $725.6k $725.6k 0.38% Unchanged
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 12,02812.0k $692.4k $692.4k 0.00% Reduced -405 -405
63 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 11,36611.4k $648.7k $648.7k 0.00% Unchanged
64 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 11,14511.1k $636.0k $636.0k 0.00% Added +3.8k +3,778
65 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 10,31310.3k $548.5k $548.5k 0.00% Added +567 +567
66 Arax Advisory Partners 0.01% of their portfolio NEW YORK, NY 10,03110.0k $572.5k $572.5k 0.01% Added +9.7k +9,694
67 Brandywine Global Investment Management, LLC 0.00% of their portfolio PHILADELPHIA, PA 9,0279.0k $515.2k $515.2k 0.00% Reduced -100 -100
68 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,0149.0k $514.4k $514.4k 0.00% Added +5.7k +5,693
69 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 8,5878.6k $490.1k $490.1k 0.00% Added +7.7k +7,675
70 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 8,4188.4k $480.4k $480.4k 0.00% Added +8.0k +7,967
71 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 8,3658.4k $477.4k $477.4k 0.01% Reduced -51 -51
72 Diversified Investment Strategies, LLC 0.30% of their portfolio BATON ROUGE, LA 8,0548.1k $459.6k $459.6k 0.30% Unchanged
73 Orvieto Partners, L.P. 0.39% of their portfolio BOSTON, MA 8,0008.0k $456.6k $456.6k 0.39% Reduced -3.0k -3,000
74 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio TALLAHASSEE, FL 7,8307.8k $446.9k $446.9k 0.00% Reduced -5.2k -5,243
75 Schonfeld Strategic Advisors LLC 0.00% of their portfolio NEW YORK, NY 7,8227.8k $446.4k $446.4k 0.00% New
76 GAMCO INVESTORS, INC. ET AL 0.00% of their portfolio GREENWICH, CT 7,8107.8k $445.7k $445.7k 0.00% Reduced -1.2k -1,180
77 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 7,6487.6k $436.4k $436.4k 0.00% Reduced -286 -286
78 Carnegie Lake Advisors LLC 0.17% of their portfolio PRINCETON, NJ 7,5707.6k $432.0k $432.0k 0.17% Reduced -250 -250
79 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 7,2717.3k $415.0k $415.0k 0.00% Added +371 +371
80 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 7,1247.1k $406.6k $406.6k 0.00% Reduced -34.2k -34,176
81 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 6,9106.9k $394.4k $394.4k 0.02% Added +721 +721
82 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,6756.7k $380.9k $380.9k 0.00% Reduced -71 -71
83 Asset Planning,Inc 0.27% of their portfolio LOS ALAMITOS, CA 6,4806.5k $369.8k $369.8k 0.27% Reduced -620 -620
84 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 6,2896.3k $358.9k $358.9k 0.00% Added +2.8k +2,846
85 OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio FORT LAUDERDALE, FL 6,1186.1k $349.2k $349.2k 0.04% New
86 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 6,1026.1k $348.2k $348.2k 0.00% Reduced -4.7k -4,699
87 Oppenheimer & Close, LLC 0.23% of their portfolio NEW YORK, NY 5,9906.0k $341.8k $341.8k 0.23% Reduced -5 -5
88 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.06% of their portfolio NEWPORT BEACH, CA 5,9846.0k $341.5k $341.5k 0.06% Reduced -65 -65
89 REDMONT WEALTH ADVISORS LLC 0.47% of their portfolio CHICAGO, IL 5,8545.9k $334.1k $334.1k 0.47% Reduced -2.7k -2,653
90 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,7865.8k $330.2k $330.2k 0.00% Reduced -1.2k -1,185
91 Corton Capital Inc. 0.78% of their portfolio Carrying Place, A6 5,5585.6k $317.2k $317.2k 0.78% New
92 Engineers Gate Manager LP 0.00% of their portfolio NEW YORK, NY 5,4925.5k $313.4k $313.4k 0.00% Reduced -5.1k -5,066
93 INGALLS & SNYDER LLC 0.01% of their portfolio NEW YORK, NY 5,4105.4k $309.0k $309.0k 0.01% Reduced -168 -168
94 Intellectus Partners, LLC 0.06% of their portfolio SAN FRANCISCO, CA 5,3405.3k $304.8k $304.8k 0.06% Unchanged
95 Man Group plc 0.00% of their portfolio LONDON, X0 5,2435.2k $299.2k $299.2k 0.00% New
96 Clearbridge Investments, LLC 0.00% of their portfolio NEW YORK, NY 5,2005.2k $296.8k $296.8k 0.00% Unchanged
97 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 5,1175.1k $292.0k $292.0k 0.00% Added +52 +52
98 Net Worth Advisory Group 0.08% of their portfolio SANDY, UT 5,1015.1k $291.1k $291.1k 0.08% New
99 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 5,0235.0k $287.0k $287.0k 0.00% Reduced -1.4k -1,398
100 Legacy Capital Group California, Inc. 0.07% of their portfolio LOS GATOS, CA 4,5974.6k $262.4k $262.4k 0.07% Added +549 +549