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 ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $66.64. Options: 4 managers hold calls ($2.2m notional), 2 hold puts ($135.0k).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 269 |
| Q1 2023 | 281 |
| Q2 2023 | 282 |
| Q3 2023 | 255 |
| Q4 2023 | 283 |
| Q1 2024 | 287 |
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 |
| Q4 2023 | 130 | 109 |
| Q1 2024 | 116 | 132 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $597.4k | $258.4k | 0.43 |
| Q3 2023 | $1.6m | $330.3k | 0.21 |
| Q4 2023 | $2.4m | $0 | 0.00 |
| Q1 2024 | $2.2m | $135.0k | 0.06 |
Biggest buyers
| Southpoint Capital Advisors LP | Added | +807.5k |
| MORGAN STANLEY | Added | +762.7k |
| FIRST TRUST ADVISORS LP | Added | +159.2k |
| Point72 Asset Management, L.P. | New | +149.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +127.6k |
| Smead Capital Management, Inc. | Added | +98.6k |
| BANK OF AMERICA CORP /DE/ | Added | +58.4k |
| CANADA LIFE ASSURANCE Co | Added | +57.2k |
| Invesco Ltd. | Added | +55.2k |
| STATE STREET CORP | Added | +53.8k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -678.0k |
| YACKTMAN ASSET MANAGEMENT LP | Reduced | -282.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -279.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -277.0k |
| ABRAMS CAPITAL MANAGEMENT, L.P. | Reduced | -118.0k |
| FMR LLC | Reduced | -68.2k |
| Scharf Investments, LLC | Reduced | -63.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -54.1k |
| REINHART PARTNERS, LLC. | Reduced | -45.4k |
| Bruce & Co., Inc. | Reduced | -43.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $1.6m23.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $413.4k6.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $272.0k4.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | New | $135.0k2.0k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $193.0k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-01 | Ducey Douglas Anthony Advisory Board Member · Douglas & Angela Ducey Revocable Trust UAD 09/27/05 | Bought | $6.4k100 shares |
| 2024-02-22 | Brogan John P. Director | Sold | $193.0k3.0k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 9.3m $619.6m | Added +16.3k |
| YACKTMAN ASSET MANAGEMENT LP 4.27% of their portfolio | 7.1m $474.5m | Reduced -282.0k |
| BlackRock Inc. 0.01% of their portfolio | 5.6m $372.4m | Reduced -3.9k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 3.9m $260.6m | Reduced -279.6k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 7.38% of their portfolio | 3.5m $236.4m | Reduced -118.0k |
| FMR LLC 0.01% of their portfolio | 3.3m $218.7m | Reduced -68.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.03% of their portfolio | 2.3m $156.5m | Reduced -678.0k |
| STATE STREET CORP 0.01% of their portfolio | 2.3m $155.7m | Added +53.8k |
| Smead Capital Management, Inc. 2.26% of their portfolio | 2.2m $145.1m | Added +98.6k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $134.8m | Added +762.7k |
| Southpoint Capital Advisors LP 2.07% of their portfolio | 1.6m $104.7m | Added +807.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $102.7m | Added +47.1k |
| REINHART PARTNERS, LLC. 4.02% of their portfolio | 1.5m $98.7m | Reduced -45.4k |
| Artisan Partners Limited Partnership 0.13% of their portfolio | 1.3m $89.9m | Reduced -20.9k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.28% of their portfolio | 1.3m $84.4m | Reduced -8.1k |
| Scharf Investments, LLC 1.94% of their portfolio | 1.1m $71.8m | Reduced -63.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.21% of their portfolio | 953.7k $63.6m | Added +127.6k |
| NORGES BANK 0.01% of their portfolio | 923.8k $61.6m | Added +6.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 630.0k $42.0m | Reduced -277.0k |
| Tweedy, Browne Co LLC 1.90% of their portfolio | 607.1k $40.5m | Reduced -280 |
| NORTHERN TRUST CORP 0.01% of their portfolio | 534.4k $35.6m | Reduced -30.5k |
| Bruce & Co., Inc. 10.91% of their portfolio | 493.4k $32.9m | Reduced -43.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 371.8k $24.8m | Added +1.3k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 357.8k $23.9m | Reduced -23.8k |
| THIRD AVENUE MANAGEMENT LLC 3.13% of their portfolio | 294.4k $19.6m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 290.7k $19.4m | Reduced -11.7k |
| Harspring Capital Management, LLC 4.56% of their portfolio | 290.0k $19.3m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 286.0k $19.1m | Added +55.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 274.5k $18.3m | Reduced -5.9k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 254.2k $17.0m | Added +2.5k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.07% of their portfolio | 240.0k $16.0m | Added +15.1k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 237.7k $15.9m | Added +159.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.44% of their portfolio | 234.9k $15.7m | Reduced -23 |
| Corient Private Wealth LP 0.03% of their portfolio | 232.6k $15.7m | Added +3.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 227.8k $15.2m | Reduced -5.5k |
| Legal & General Group Plc 0.00% of their portfolio | 217.7k $14.5m | Reduced -6.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 198.0k $13.2m | Added +9.4k |
| Vision Capital Management, Inc. 1.84% of their portfolio | 185.5k $12.4m | Reduced -1.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 171.7k $11.4m | Added +10.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 161.4k $10.8m | Reduced -19.1k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.60% of their portfolio | 158.2k $10.5m | Added +3.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 155.5k $10.4m | Reduced -27.1k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 149.9k $10.0m | New |
| FINANCIAL COUNSELORS INC 0.16% of their portfolio | 145.9k $9.7m | Added +3.5k |
| WINMILL & CO. INC 2.72% of their portfolio | 143.4k $9.6m | Unchanged |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 142.4k $9.5m | Reduced -7 |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 127.2k $8.5m | Reduced -3.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 119.8k $8.0m | Added +3.6k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 112.6k $7.5m | Added +20.9k |
| RK Asset Management, LLC 6.02% of their portfolio | 110.9k $7.4m | Reduced -1.2k |
| Zuckerman Investment Group, LLC 0.84% of their portfolio | 110.9k $7.4m | Added +4.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 105.8k $7.1m | Added +57.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 103.0k $6.9m | Reduced -24.6k |
| Swedbank AB 0.01% of their portfolio | 102.4k $6.8m | Added +8.1k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.24% of their portfolio | 97.2k $6.5m | Unchanged |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 94.7k $6.3m | Reduced -507 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 91.3k $4.7m | Reduced -9.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 90.0k $6.0m | Added +58.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 89.1k $5.9m | Reduced -12.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 88.9k $5.9m | Added +8.9k |
| Mraz, Amerine & Associates, Inc. 1.11% of their portfolio | 88.2k $5.9m | Reduced -322 |
| Diversified Investment Strategies, LLC 3.78% of their portfolio | 84.3k $5.6m | Reduced -370 |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 77.2k $5.1m | Added +50.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 74.7k $5.0m | Added +18.6k |
| DigitalBridge Group, Inc. 0.43% of their portfolio | 71.6k $4.8m | Added +400 |
| Amundi 0.00% of their portfolio | 68.9k $4.3m | Added +4.1k |
| BARCLAYS PLC 0.00% of their portfolio | 66.8k $4.5m | Reduced -2.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 65.8k $4.4m | Added +13.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 64.2k $4.3m | Reduced -2.1k |
| UBS Group AG 0.00% of their portfolio | 63.1k $4.2m | Reduced -33.2k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 1.20% of their portfolio | 60.0k $4.2m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 59.6k $4.0m | Added +7.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 57.7k $3.8m | Added +18.8k |
| DANSKE BANK A/S 0.01% of their portfolio | 57.4k $3.8m | First filing |
| Kerrisdale Advisers, LLC 1.16% of their portfolio | 55.2k $3.7m | Unchanged |
| Andra AP-fonden 0.06% of their portfolio | 52.3k $3.5m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 52.0k $3.5m | Added +1.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.8k $3.5m | Added +3.7k |
| Richard Bernstein Advisors LLC 0.07% of their portfolio | 51.8k $3.5m | Unchanged |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 50.9k $3.4m | Added +36.1k |
| Oppenheimer & Close, LLC 2.85% of their portfolio | 49.4k $3.3m | Reduced -200 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 48.9k $3.3m | Reduced -19.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 48.6k $3.2m | Reduced -873 |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 46.2k $3.1m | Added +303 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 45.2k $3.0m | Added +9.0k |
| Mn Services Vermogensbeheer B.V. 0.02% of their portfolio | 39.2k $2.6m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 38.8k $2.6m | Reduced -1.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 38.4k $2.6m | Reduced -5.0k |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 38.0k $2.5m | Unchanged |
| INGALLS & SNYDER LLC 0.11% of their portfolio | 37.6k $2.5m | Reduced -2.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.2k $2.5m | Reduced -540 |
| BRASADA CAPITAL MANAGEMENT, LP 0.44% of their portfolio | 37.0k $2.5m | Added +4.7k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 35.6k $2.4m | Reduced -2.1k |
| LPL Financial LLC 0.00% of their portfolio | 34.8k $2.3m | Reduced -423 |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.44% of their portfolio | 34.7k $2.3m | Added +1.5k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 34.4k $2.3m | Reduced -781 |
| B. Riley Wealth Advisors, Inc. 0.05% of their portfolio | 32.8k $1.7m | Added +95 |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 31.9k $2.1m | Reduced -1.5k |
| Resona Asset Management Co.,Ltd. 0.01% of their portfolio | 31.3k $2.1m | First filing |
| Ancora Advisors LLC 0.05% of their portfolio | 30.4k $2.0m | Reduced -2.1k |