U HAUL HOLDING COMPANY UHAL.B
COM SER N · Common Stock · CUSIP 023586506 · ISIN US0235865062
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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 269 |
| Q1 2023 | 281 |
| Q2 2023 | 282 |
| Q3 2023 | 255 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 128 | 126 |
| Q2 2023 | 123 | 132 |
| Q3 2023 | 107 | 127 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $6.2m | $16.0m | 2.57 |
| Q1 2023 | $6.4m | $719.0k | 0.11 |
| Q2 2023 | $597.4k | $258.4k | 0.43 |
| Q3 2023 | $1.6m | $330.3k | 0.21 |
Biggest buyers
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | New | +1.2m |
| BlackRock Inc. | Added | +695.8k |
| YACKTMAN ASSET MANAGEMENT LP | Added | +496.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +484.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +197.5k |
| VANGUARD GROUP INC | Added | +172.9k |
| MORGAN STANLEY | Added | +144.2k |
| Scharf Investments, LLC | Added | +128.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +79.7k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +65.8k |
Biggest sellers
| SCOUT INVESTMENTS, INC. | Sold out | -400.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -269.4k |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | -212.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -209.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -187.6k |
| Walleye Capital LLC | Sold out | -182.1k |
| DigitalBridge Group, Inc. | Reduced | -169.9k |
| California Public Employees Retirement System | Sold out | -113.9k |
| SPX Gestao de Recursos Ltda | Sold out | -101.9k |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2021 | 1 | $10.6m | 2 | $10.8m | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 1 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 3 | $76.9m | 0 | — | — |
| Q1 2023 | 2 | $1.4m | 1 | $176.1k | — |
| Q2 2023 | 1 | $74.4k | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 9.3m $485.0m | Added +172.9k |
| YACKTMAN ASSET MANAGEMENT LP 3.82% of their portfolio | 7.4m $388.1m | Added +496.9k |
| BlackRock Inc. 0.01% of their portfolio | 5.6m $291.5m | Added +695.8k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 4.2m $220.1m | Reduced -75.8k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 6.34% of their portfolio | 3.7m $191.9m | Unchanged |
| FMR LLC 0.02% of their portfolio | 3.3m $175.2m | Added +25.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 3.2m $168.1m | Reduced -269.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $112.9m | Added +1.3k |
| Smead Capital Management, Inc. 2.26% of their portfolio | 2.1m $110.9m | Reduced -10.6k |
| REINHART PARTNERS, LLC. 4.01% of their portfolio | 1.5m $77.3m | Added +43.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.4m $74.2m | Added +197.5k |
| Artisan Partners Limited Partnership 0.12% of their portfolio | 1.4m $73.4m | Reduced -47.0k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.25% of their portfolio | 1.2m $65.3m | New |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.24% of their portfolio | 1.2m $63.4m | Added +79.7k |
| Scharf Investments, LLC 1.60% of their portfolio | 1.0m $53.5m | Added +128.0k |
| NORGES BANK 0.01% of their portfolio | 1.0m $53.2m | Added +18.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 855.3k $44.8m | Added +484.6k |
| MORGAN STANLEY 0.00% of their portfolio | 602.2k $31.5m | Added +144.2k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 567.5k $29.7m | Added +63.0k |
| Bruce & Co., Inc. 9.96% of their portfolio | 557.7k $29.2m | Reduced -82.8k |
| Harspring Capital Management, LLC 6.15% of their portfolio | 442.5k $23.2m | Reduced -75.0k |
| Tweedy, Browne Co LLC 1.18% of their portfolio | 418.6k $21.9m | Reduced -14.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 378.9k $19.9m | Reduced -75.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 371.2k $19.4m | Added +36.7k |
| THIRD AVENUE MANAGEMENT LLC 2.79% of their portfolio | 312.0k $16.6m | Reduced -462 |
| Swiss National Bank 0.01% of their portfolio | 311.1k $16.3m | Reduced -37.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio | 281.6k $14.8m | Added +65.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 279.6k $14.6m | Reduced -94.1k |
| Legal & General Group Plc 0.00% of their portfolio | 254.7k $13.3m | Added +2.9k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 253.3k $13.3m | Added +37.7k |
| Corient Private Wealth LP 0.03% of their portfolio | 246.0k $12.9m | Reduced -36.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.41% of their portfolio | 242.3k $12.7m | Reduced -5.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 226.6k $11.9m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 210.7k $11.0m | Added +58.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 205.4k $10.8m | Reduced -16.6k |
| Vision Capital Management, Inc. 1.78% of their portfolio | 184.6k $9.7m | Added +2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 174.6k $9.1m | Added +11.2k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 170.8k $8.9m | Reduced -212.3k |
| STANSBERRY ASSET MANAGEMENT, LLC 1.51% of their portfolio | 165.2k $8.7m | Added +3.1k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.53% of their portfolio | 158.8k $8.3m | Reduced -1.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 153.1k $8.0m | Added +371 |
| WINMILL & CO. INC 2.75% of their portfolio | 143.4k $7.5m | Unchanged |
| FINANCIAL COUNSELORS INC 0.15% of their portfolio | 143.0k $7.5m | Added +442 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 130.2k $6.8m | Added +12.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 121.9k $6.4m | Added +17.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 114.5k $6.0m | Reduced -2.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 110.6k $5.8m | Added +2.9k |
| DigitalBridge Group, Inc. 0.71% of their portfolio | 109.5k $5.7m | Reduced -169.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 108.0k $5.7m | Added +1.1k |
| RK Asset Management, LLC 5.28% of their portfolio | 107.8k $5.6m | Unchanged |
| Zuckerman Investment Group, LLC 0.80% of their portfolio | 106.2k $5.6m | Reduced -1.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 100.8k $5.3m | Added +5.8k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 98.8k $5.2m | Reduced -10.8k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.22% of their portfolio | 97.2k $5.1m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 96.0k $5.0m | Added +24.7k |
| Swedbank AB 0.01% of their portfolio | 94.8k $5.0m | Added +56.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 94.0k $4.9m | Reduced -26.7k |
| Diversified Investment Strategies, LLC 3.38% of their portfolio | 87.8k $4.5m | Added +835 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 85.5k $4.5m | Added +26.6k |
| Amundi 0.00% of their portfolio | 85.1k $4.3m | Reduced -28.2k |
| Mraz, Amerine & Associates, Inc. 1.00% of their portfolio | 84.9k $4.4m | Added +6.7k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 79.5k $4.2m | Added +17.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 75.6k $4.0m | Added +3.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 74.1k $3.9m | Reduced -5.8k |
| BARCLAYS PLC 0.00% of their portfolio | 69.7k $3.7m | Reduced -517 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 62.6k $3.3m | Reduced -2.7k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.01% of their portfolio | 61.4k $3.2m | Reduced -2.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 56.1k $2.9m | Reduced -236 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 54.0k $2.8m | New |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 52.6k $2.8m | Reduced -98.4k |
| Richard Bernstein Advisors LLC 0.06% of their portfolio | 51.8k $2.7m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 51.8k $2.7m | Unchanged |
| Kerrisdale Advisers, LLC 0.85% of their portfolio | 51.5k $2.7m | Unchanged |
| Oppenheimer & Close, LLC 2.53% of their portfolio | 48.4k $2.5m | Added +180 |
| K2 PRINCIPAL FUND, L.P. 0.72% of their portfolio | 45.9k $2.4m | Added +19.1k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 45.2k $2.4m | Added +9.9k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 44.3k $2.3m | Reduced -9.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 43.2k $2.3m | Added +5.1k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 42.2k $2.2m | Added +133 |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 41.0k $2.1m | Added +4.4k |
| INGALLS & SNYDER LLC 0.10% of their portfolio | 40.9k $2.1m | Reduced -20 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 39.7k $2.1m | Added +28.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 38.9k $2.0m | Added +63 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 38.8k $2.0m | Reduced -26.3k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 38.7k $2.0m | Reduced -110 |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 38.0k $2.0m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio | 37.5k $2.0m | Reduced -676 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 36.8k $1.9m | Reduced -9.5k |
| DNB Asset Management AS 0.01% of their portfolio | 36.6k $1.9m | Reduced -33.4k |
| CITIGROUP INC 0.00% of their portfolio | 35.2k $1.8m | Reduced -952 |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 35.1k $1.8m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 33.3k $1.7m | Reduced -209.6k |
| B. Riley Wealth Advisors, Inc. 0.05% of their portfolio | 32.8k $1.7m | Reduced -4.8k |
| LPL Financial LLC 0.00% of their portfolio | 32.4k $1.7m | Added +5.2k |
| APG Asset Management N.V. 0.00% of their portfolio | 31.9k $1.7m | Reduced -5.4k |
| Highlander Capital Management, LLC 0.63% of their portfolio | 30.4k $1.6m | Added +4.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 29.9k $1.6m | Added +4.2k |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.34% of their portfolio | 29.5k $1.5m | Added +1.7k |
| THREADGILL FINANCIAL, LLC 1.09% of their portfolio | 27.5k $1.4m | Added +12.3k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 27.1k $1.4m | Unchanged |