Vault-13

U HAUL HOLDING COMPANY UHAL.B

COM SER N · Common Stock · CUSIP 023586506 · ISIN US0235865062

American holding company

255 institutional holders -27 vs Q2 2023
62,747,58662.7m shares reported held*
$3.3bnreported value*
18 new 89 added 84 reduced 43 sold out net bought ≈ $41.0m (+772.1k 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.38. Options: 4 managers hold calls ($1.6m notional), 3 hold puts ($330.3k).

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q4 22: 269Q1 23: 281Q2 23: 282Q3 23: 255255Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q4 2022269
Q1 2023281
Q2 2023282
Q3 2023255

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 128 bought or addedQ1 23: 126 cut or sold outQ1 23Q2 23: 123 bought or addedQ2 23: 132 cut or sold outQ2 23Q3 23: 107 bought or addedQ3 23: 127 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q1 2023128126
Q2 2023123132
Q3 2023107127

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ4 22 calls: $6.2mQ4 22 puts: $16.0mQ4 22P/C 2.57Q1 23 calls: $6.4mQ1 23 puts: $719.0kQ1 23P/C 0.11Q2 23 calls: $597.4kQ2 23 puts: $258.4kQ2 23P/C 0.43Q3 23 calls: $1.6mQ3 23 puts: $330.3kQ3 23P/C 0.21
Numbers
QuarterCallsPutsP/C
Q4 2022$6.2m$16.0m2.57
Q1 2023$6.4m$719.0k0.11
Q2 2023$597.4k$258.4k0.43
Q3 2023$1.6m$330.3k0.21

Biggest buyers

BARROW HANLEY MEWHINNEY & STRAUSS LLC New +1,246,821+1.2m
BlackRock Inc. Added +695,799+695.8k
YACKTMAN ASSET MANAGEMENT LP Added +496,908+496.9k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +484,560+484.6k
GEODE CAPITAL MANAGEMENT, LLC Added +197,455+197.5k
VANGUARD GROUP INC Added +172,891+172.9k
MORGAN STANLEY Added +144,231+144.2k
Scharf Investments, LLC Added +127,951+128.0k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +79,675+79.7k
FULLER & THALER ASSET MANAGEMENT, INC. Added +65,799+65.8k

Biggest sellers

SCOUT INVESTMENTS, INC. Sold out -400,543-400.5k
WELLINGTON MANAGEMENT GROUP LLP Reduced -269,446-269.4k
STATE OF WISCONSIN INVESTMENT BOARD Reduced -212,284-212.3k
MILLENNIUM MANAGEMENT LLC Reduced -209,619-209.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -187,572-187.6k
Walleye Capital LLC Sold out -182,118-182.1k
DigitalBridge Group, Inc. Reduced -169,909-169.9k
California Public Employees Retirement System Sold out -113,946-113.9k
SPX Gestao de Recursos Ltda Sold out -101,946-101.9k
AQR CAPITAL MANAGEMENT LLC Reduced -98,428-98.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.3m23.9k shares
K2 PRINCIPAL FUND, L.P. Unchanged $209.6k4.0k shares
SIMPLEX TRADING, LLC Added $146.0k2.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $314.3k6.0k shares
SIMPLEX TRADING, LLC Added $16.0k300 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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)

Insider purchases and sales in Q3 2023

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
404Q4 21: 1 buyingQ4 21: 2 sellingQ1 22: 0 buyingQ1 22: 0 sellingQ1 22Q2 22: 1 buyingQ2 22: 0 sellingQ3 22: 0 buyingQ3 22: 0 sellingQ3 22Q4 22: 3 buyingQ4 22: 0 sellingQ1 23: 2 buyingQ1 23: 1 sellingQ1 23Q2 23: 1 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20211$10.6m2$10.8m—
Q1 20220—0——
Q2 20221—0——
Q3 20220—0——
Q4 20223$76.9m0——
Q1 20232$1.4m1$176.1k—
Q2 20231$74.4k0——
Q3 20230—0——

None reported in Q3 2023.

Holders, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,256,9159.3m $485.0m $485.0m 0.01% Added +172.9k +172,891
2 YACKTMAN ASSET MANAGEMENT LP 3.82% of their portfolio AUSTIN, TX 7,407,7677.4m $388.1m $388.1m 3.82% Added +496.9k +496,908
3 BlackRock Inc. 0.01% of their portfolio New York, NY 5,563,8845.6m $291.5m $291.5m 0.01% Added +695.8k +695,799
4 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 4,200,8584.2m $220.1m $220.1m 0.07% Reduced -75.8k -75,807
5 ABRAMS CAPITAL MANAGEMENT, L.P. 6.34% of their portfolio Boston, MA 3,663,2433.7m $191.9m $191.9m 6.34% Unchanged
6 FMR LLC 0.02% of their portfolio BOSTON, MA 3,344,7983.3m $175.2m $175.2m 0.02% Added +25.3k +25,332
7 WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio Boston, MA 3,208,8913.2m $168.1m $168.1m 0.03% Reduced -269.4k -269,446
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,155,8682.2m $112.9m $112.9m 0.01% Added +1.3k +1,278
9 Smead Capital Management, Inc. 2.26% of their portfolio Phoenix, AZ 2,116,2532.1m $110.9m $110.9m 2.26% Reduced -10.6k -10,565
10 REINHART PARTNERS, LLC. 4.01% of their portfolio MEQUON, WI 1,474,9041.5m $77.3m $77.3m 4.01% Added +43.1k +43,098
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,418,2321.4m $74.2m $74.2m 0.01% Added +197.5k +197,455
12 Artisan Partners Limited Partnership 0.12% of their portfolio Milwaukee, WI 1,401,5291.4m $73.4m $73.4m 0.12% Reduced -47.0k -46,967
13 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.25% of their portfolio DALLAS, TX 1,246,8211.2m $65.3m $65.3m 0.25% New
14 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.24% of their portfolio Los Angeles, CA 1,210,0351.2m $63.4m $63.4m 0.24% Added +79.7k +79,675
15 Scharf Investments, LLC 1.60% of their portfolio LOS GATOS, CA 1,021,8871.0m $53.5m $53.5m 1.60% Added +128.0k +127,951
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,014,8151.0m $53.2m $53.2m 0.01% Added +18.0k +17,995
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 855,304855.3k $44.8m $44.8m 0.01% Added +484.6k +484,560
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 602,199602.2k $31.5m $31.5m 0.00% Added +144.2k +144,231
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 567,524567.5k $29.7m $29.7m 0.01% Added +63.0k +62,954
20 Bruce & Co., Inc. 9.96% of their portfolio CHICAGO, IL 557,700557.7k $29.2m $29.2m 9.96% Reduced -82.8k -82,830
21 Harspring Capital Management, LLC 6.15% of their portfolio NEW YORK, NY 442,500442.5k $23.2m $23.2m 6.15% Reduced -75.0k -75,000
22 Tweedy, Browne Co LLC 1.18% of their portfolio Stamford, CT 418,635418.6k $21.9m $21.9m 1.18% Reduced -14.6k -14,573
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 378,947378.9k $19.9m $19.9m 0.01% Reduced -75.4k -75,424
24 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 371,174371.2k $19.4m $19.4m 0.00% Added +36.7k +36,665
25 THIRD AVENUE MANAGEMENT LLC 2.79% of their portfolio NEW YORK, NY 311,959312.0k $16.6m $16.6m 2.79% Reduced -462 -462
26 Swiss National Bank 0.01% of their portfolio ZURICH, V8 311,131311.1k $16.3m $16.3m 0.01% Reduced -37.9k -37,900
27 FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio SAN MATEO, CA 281,550281.6k $14.8m $14.8m 0.08% Added +65.8k +65,799
28 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 279,570279.6k $14.6m $14.6m 0.01% Reduced -94.1k -94,105
29 Legal & General Group Plc 0.00% of their portfolio London, X0 254,670254.7k $13.3m $13.3m 0.00% Added +2.9k +2,926
30 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 253,320253.3k $13.3m $13.3m 0.00% Added +37.7k +37,707
31 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 245,962246.0k $12.9m $12.9m 0.03% Reduced -36.6k -36,623
32 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.41% of their portfolio TEANECK, NJ 242,263242.3k $12.7m $12.7m 0.41% Reduced -5.9k -5,864
33 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 226,594226.6k $11.9m $11.9m 0.01% Unchanged
34 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 210,723210.7k $11.0m $11.0m 0.00% Added +58.6k +58,625
35 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 205,382205.4k $10.8m $10.8m 0.00% Reduced -16.6k -16,647
36 Vision Capital Management, Inc. 1.78% of their portfolio PORTLAND, OR 184,649184.6k $9.7m $9.7m 1.78% Added +2.8k +2,833
37 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 174,616174.6k $9.1m $9.1m 0.01% Added +11.2k +11,224
38 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 170,801170.8k $8.9m $8.9m 0.03% Reduced -212.3k -212,284
39 STANSBERRY ASSET MANAGEMENT, LLC 1.51% of their portfolio Westlake, TX 165,202165.2k $8.7m $8.7m 1.51% Added +3.1k +3,136
40 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.53% of their portfolio EDINA, MN 158,836158.8k $8.3m $8.3m 0.53% Reduced -1.4k -1,374
41 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 153,121153.1k $8.0m $8.0m 0.01% Added +371 +371
42 WINMILL & CO. INC 2.75% of their portfolio WALPOLE, NH 143,370143.4k $7.5m $7.5m 2.75% Unchanged
43 FINANCIAL COUNSELORS INC 0.15% of their portfolio Overland Park, KS 142,969143.0k $7.5m $7.5m 0.15% Added +442 +442
44 CREDIT SUISSE AG/ 0.01% of their portfolio ZURICH, V8 130,179130.2k $6.8m $6.8m 0.01% Added +12.8k +12,764
45 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 121,922121.9k $6.4m $6.4m 0.01% Added +17.1k +17,103
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 114,543114.5k $6.0m $6.0m 0.00% Reduced -2.3k -2,303
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 110,648110.6k $5.8m $5.8m 0.00% Added +2.9k +2,920
48 DigitalBridge Group, Inc. 0.71% of their portfolio Boca Raton, FL 109,470109.5k $5.7m $5.7m 0.71% Reduced -169.9k -169,909
49 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 108,012108.0k $5.7m $5.7m 0.01% Added +1.1k +1,056
50 RK Asset Management, LLC 5.28% of their portfolio GROSSE POINTE FARMS, MI 107,773107.8k $5.6m $5.6m 5.28% Unchanged
51 Zuckerman Investment Group, LLC 0.80% of their portfolio CHICAGO, IL 106,232106.2k $5.6m $5.6m 0.80% Reduced -1.7k -1,687
52 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 100,834100.8k $5.3m $5.3m 0.01% Added +5.8k +5,750
53 Brandywine Global Investment Management, LLC 0.05% of their portfolio PHILADELPHIA, PA 98,76098.8k $5.2m $5.2m 0.05% Reduced -10.8k -10,815
54 SCHWARTZ INVESTMENT COUNSEL INC 0.22% of their portfolio PLYMOUTH, MI 97,20097.2k $5.1m $5.1m 0.22% Unchanged
55 UBS Group AG 0.00% of their portfolio ZURICH, V8 95,98296.0k $5.0m $5.0m 0.00% Added +24.7k +24,718
56 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 94,76194.8k $5.0m $5.0m 0.01% Added +56.7k +56,711
57 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 94,04794.0k $4.9m $4.9m 0.00% Reduced -26.7k -26,724
58 Diversified Investment Strategies, LLC 3.38% of their portfolio BATON ROUGE, LA 87,82687.8k $4.5m $4.5m 3.38% Added +835 +835
59 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 85,45485.5k $4.5m $4.5m 0.00% Added +26.6k +26,579
60 Amundi 0.00% of their portfolio Paris, I0 85,14185.1k $4.3m $4.3m 0.00% Reduced -28.2k -28,218
61 Mraz, Amerine & Associates, Inc. 1.00% of their portfolio Modesto, CA 84,93284.9k $4.4m $4.4m 1.00% Added +6.7k +6,728
62 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 79,49779.5k $4.2m $4.2m 0.00% Added +17.1k +17,148
63 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 75,61275.6k $4.0m $4.0m 0.00% Added +3.1k +3,106
64 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 74,10074.1k $3.9m $3.9m 0.01% Reduced -5.8k -5,824
65 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 69,73169.7k $3.7m $3.7m 0.00% Reduced -517 -517
66 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 62,64962.6k $3.3m $3.3m 0.00% Reduced -2.7k -2,662
67 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.01% of their portfolio NEWPORT BEACH, CA 61,44861.4k $3.2m $3.2m 1.01% Reduced -2.3k -2,340
68 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 56,08056.1k $2.9m $2.9m 0.01% Reduced -236 -236
69 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 53,99154.0k $2.8m $2.8m 0.01% New
70 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 52,59952.6k $2.8m $2.8m 0.01% Reduced -98.4k -98,428
71 Richard Bernstein Advisors LLC 0.06% of their portfolio NEW YORK, NY 51,78251.8k $2.7m $2.7m 0.06% New
72 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 51,75751.8k $2.7m $2.7m 0.01% Unchanged
73 Kerrisdale Advisers, LLC 0.85% of their portfolio Miami, FL 51,48151.5k $2.7m $2.7m 0.85% Unchanged
74 Oppenheimer & Close, LLC 2.53% of their portfolio NEW YORK, NY 48,44348.4k $2.5m $2.5m 2.53% Added +180 +180
75 K2 PRINCIPAL FUND, L.P. 0.72% of their portfolio TORONTO, A6 45,93345.9k $2.4m $2.4m 0.72% Added +19.1k +19,085
76 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 45,15645.2k $2.4m $2.4m 0.01% Added +9.9k +9,872
77 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 44,30044.3k $2.3m $2.3m 0.00% Reduced -9.5k -9,528
78 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 43,22743.2k $2.3m $2.3m 0.00% Added +5.1k +5,112
79 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 42,16642.2k $2.2m $2.2m 0.01% Added +133 +133
80 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 41,02541.0k $2.1m $2.1m 0.00% Added +4.4k +4,401
81 INGALLS & SNYDER LLC 0.10% of their portfolio NEW YORK, NY 40,92840.9k $2.1m $2.1m 0.10% Reduced -20 -20
82 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 39,70639.7k $2.1m $2.1m 0.00% Added +28.7k +28,692
83 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 38,88738.9k $2.0m $2.0m 0.00% Added +63 +63
84 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 38,82638.8k $2.0m $2.0m 0.00% Reduced -26.3k -26,328
85 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 38,69338.7k $2.0m $2.0m 0.01% Reduced -110 -110
86 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 38,03038.0k $2.0m $2.0m 0.03% Unchanged
87 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 37,53737.5k $2.0m $2.0m 0.03% Reduced -676 -676
88 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 36,83336.8k $1.9m $1.9m 0.00% Reduced -9.5k -9,489
89 DNB Asset Management AS 0.01% of their portfolio Oslo, Q8 36,63136.6k $1.9m $1.9m 0.01% Reduced -33.4k -33,391
90 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 35,15635.2k $1.8m $1.8m 0.00% Reduced -952 -952
91 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 35,14135.1k $1.8m $1.8m 0.00% First filing
92 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 33,27833.3k $1.7m $1.7m 0.00% Reduced -209.6k -209,619
93 B. Riley Wealth Advisors, Inc. 0.05% of their portfolio MEMPHIS, TN 32,84832.8k $1.7m $1.7m 0.05% Reduced -4.8k -4,770
94 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,38132.4k $1.7m $1.7m 0.00% Added +5.2k +5,200
95 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 31,85031.9k $1.7m $1.7m 0.00% Reduced -5.4k -5,400
96 Highlander Capital Management, LLC 0.63% of their portfolio SHORT HILLS, NJ 30,43030.4k $1.6m $1.6m 0.63% Added +4.1k +4,125
97 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 29,93829.9k $1.6m $1.6m 0.00% Added +4.2k +4,195
98 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.34% of their portfolio Glendale, CA 29,53429.5k $1.5m $1.5m 0.34% Added +1.7k +1,709
99 THREADGILL FINANCIAL, LLC 1.09% of their portfolio SPRING, TX 27,46927.5k $1.4m $1.4m 1.09% Added +12.3k +12,264
100 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 27,09027.1k $1.4m $1.4m 0.00% Unchanged