Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

283 institutional holders -4 vs Q1 2024
64,108,49564.1m shares reported held*
$3.8bnreported value*
32 new 116 added 82 reduced 36 sold out net sold ≈ $5.2m (-87.9k 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 ($3.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $60.02. Options: 3 managers hold calls ($1.0m notional), 1 hold puts ($0).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q4 22: 269Q1 23: 281Q2 23: 282Q3 23: 255Q4 23: 283Q1 24: 287Q2 24: 283283Q4 22Q2 23Q4 23Q2 24
Numbers
QuarterHolders
Q4 2022269
Q1 2023281
Q2 2023282
Q3 2023255
Q4 2023283
Q1 2024287
Q2 2024283

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 23Q4 23: 130 bought or addedQ4 23: 109 cut or sold outQ4 23Q1 24: 116 bought or addedQ1 24: 132 cut or sold outQ1 24Q2 24: 148 bought or addedQ2 24: 118 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023128126
Q2 2023123132
Q3 2023107127
Q4 2023130109
Q1 2024116132
Q2 2024148118

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 23 calls: $1.6mQ3 23 puts: $330.3kQ3 23P/C 0.21Q4 23 calls: $2.4mQ4 23 puts: $0Q4 23P/C 0.00Q1 24 calls: $2.2mQ1 24 puts: $135.0kQ1 24P/C 0.06Q2 24 calls: $1.0mQ2 24 puts: $0Q2 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2023$1.6m$330.3k0.21
Q4 2023$2.4m$00.00
Q1 2024$2.2m$135.0k0.06
Q2 2024$1.0m$00.00

Biggest buyers

Biggest sellers

MORGAN STANLEY Reduced -1,309,201-1.3m
FMR LLC Reduced -363,385-363.4k
WELLINGTON MANAGEMENT GROUP LLP Reduced -281,477-281.5k
Point72 Asset Management, L.P. Sold out -149,852-149.9k
WINMILL & CO. INC Sold out -143,370-143.4k
BlackRock Inc. Reduced -92,076-92.1k
DigitalBridge Group, Inc. Sold out -71,631-71.6k
YACKTMAN ASSET MANAGEMENT LP Reduced -55,529-55.5k
Sumitomo Mitsui Trust Group, Inc. Reduced -47,733-47.7k
Scharf Investments, LLC Reduced -43,692-43.7k

Biggest calls

CITADEL ADVISORS LLC Reduced $636.2k10.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Unchanged $372.1k6.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

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 Q2 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)

BuyingSelling
404Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 3 buyingQ4 22: 0 sellingQ4 22Q1 23: 2 buyingQ1 23: 1 sellingQ2 23: 1 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 1 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20223$76.9m0——
Q1 20232$1.4m1$176.1k—
Q2 20231$74.4k0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—1$193.0k—
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,252,7679.3m $555.4m $555.4m 0.01% Reduced -39.1k -39,117
2 YACKTMAN ASSET MANAGEMENT LP 3.98% of their portfolio AUSTIN, TX 7,060,9247.1m $423.8m $423.8m 3.98% Reduced -55.5k -55,529
3 BlackRock Inc. 0.01% of their portfolio New York, NY 5,492,1685.5m $329.6m $329.6m 0.01% Reduced -92.1k -92,076
4 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 3,888,1693.9m $233.4m $233.4m 0.06% Reduced -20.3k -20,318
5 ABRAMS CAPITAL MANAGEMENT, L.P. 4.16% of their portfolio Boston, MA 3,545,2203.5m $212.8m $212.8m 4.16% Unchanged
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,916,7742.9m $175.1m $175.1m 0.01% Reduced -363.4k -363,385
7 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,369,4442.4m $142.2m $142.2m 0.01% Added +34.5k +34,540
8 Smead Capital Management, Inc. 2.18% of their portfolio Phoenix, AZ 2,327,1192.3m $139.7m $139.7m 2.18% Added +151.0k +150,979
9 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 2,066,1672.1m $124.0m $124.0m 0.02% Reduced -281.5k -281,477
10 Southpoint Capital Advisors LP 2.49% of their portfolio NEW YORK, NY 1,670,0001.7m $100.2m $100.2m 2.49% Added +100.0k +100,000
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,576,5171.6m $94.5m $94.5m 0.01% Added +33.5k +33,453
12 REINHART PARTNERS, LLC. 3.67% of their portfolio MEQUON, WI 1,471,6831.5m $88.3m $88.3m 3.67% Reduced -8.5k -8,462
13 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.29% of their portfolio DALLAS, TX 1,429,6831.4m $85.8m $85.8m 0.29% Added +163.2k +163,220
14 Artisan Partners Limited Partnership 0.12% of their portfolio Milwaukee, WI 1,338,0811.3m $80.3m $80.3m 0.12% Reduced -9.5k -9,481
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.28% of their portfolio Los Angeles, CA 1,324,1951.3m $79.5m $79.5m 0.28% Added +370.4k +370,450
16 Scharf Investments, LLC 1.77% of their portfolio LOS GATOS, CA 1,032,6891.0m $62.0m $62.0m 1.77% Reduced -43.7k -43,692
17 TRIAN FUND MANAGEMENT, L.P. 1.33% of their portfolio NEW YORK, NY 909,300909.3k $54.6m $54.6m 1.33% New
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 908,381908.4k $54.5m $54.5m 0.01% Reduced -15.4k -15,446
19 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 712,589712.6k $42.8m $42.8m 0.00% Reduced -1.3m -1,309,201
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 643,294643.3k $38.6m $38.6m 0.01% Added +13.3k +13,326
21 Tweedy, Browne Co LLC 1.66% of their portfolio Stamford, CT 601,930601.9k $36.1m $36.1m 1.66% Reduced -5.2k -5,150
22 Bruce & Co., Inc. 10.72% of their portfolio CHICAGO, IL 542,950543.0k $32.6m $32.6m 10.72% Added +49.6k +49,600
23 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 541,432541.4k $32.5m $32.5m 0.01% Added +7.0k +7,043
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 459,618459.6k $27.6m $27.6m 0.01% Added +87.8k +87,838
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 384,676384.7k $23.1m $23.1m 0.00% Added +26.9k +26,868
26 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 375,256375.3k $22.5m $22.5m 0.02% Added +137.5k +137,538
27 SCOUT INVESTMENTS, INC. 0.52% of their portfolio KANSAS CITY, MO 319,759319.8k $19.2m $19.2m 0.52% New
28 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 293,523293.5k $17.6m $17.6m 0.00% Added +7.5k +7,539
29 Swiss National Bank 0.01% of their portfolio ZURICH, V8 287,331287.3k $17.2m $17.2m 0.01% Reduced -3.4k -3,400
30 THIRD AVENUE MANAGEMENT LLC 2.93% of their portfolio NEW YORK, NY 284,509284.5k $17.1m $17.1m 2.93% Reduced -9.9k -9,904
31 Harspring Capital Management, LLC 4.31% of their portfolio NEW YORK, NY 283,500283.5k $17.0m $17.0m 4.31% Reduced -6.5k -6,500
32 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 275,733275.7k $16.5m $16.5m 0.01% Added +1.2k +1,240
33 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 253,861253.9k $15.2m $15.2m 0.00% Reduced -386 -386
34 FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio SAN MATEO, CA 248,463248.5k $14.9m $14.9m 0.06% Added +8.5k +8,466
35 Corient Private Wealth LP 0.02% of their portfolio MIAMI, FL 229,810229.8k $13.8m $13.8m 0.02% Reduced -2.7k -2,747
36 Legal & General Group Plc 0.00% of their portfolio London, X0 227,619227.6k $13.7m $13.7m 0.00% Added +9.9k +9,912
37 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.41% of their portfolio TEANECK, NJ 226,405226.4k $13.6m $13.6m 0.41% Reduced -8.5k -8,517
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 209,504209.5k $12.6m $12.6m 0.00% Added +48.1k +48,116
39 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 204,519204.5k $12.3m $12.3m 0.02% Added +6.5k +6,546
40 Vision Capital Management, Inc. 1.64% of their portfolio PORTLAND, OR 183,939183.9k $11.0m $11.0m 1.64% Reduced -1.5k -1,533
41 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 180,046180.0k $10.8m $10.8m 0.01% Reduced -47.7k -47,733
42 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 171,774171.8k $10.3m $10.3m 0.00% Added +108 +108
43 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.57% of their portfolio EDINA, MN 160,076160.1k $9.6m $9.6m 0.57% Added +1.9k +1,911
44 FINANCIAL COUNSELORS INC 0.15% of their portfolio Overland Park, KS 152,681152.7k $9.2m $9.2m 0.15% Added +6.8k +6,784
45 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 146,795146.8k $8.8m $8.8m 0.00% Reduced -8.7k -8,672
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 123,977124.0k $7.4m $7.4m 0.00% Added +21.0k +21,022
47 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 122,695122.7k $7.4m $7.4m 0.01% Reduced -19.7k -19,723
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 122,010122.0k $7.3m $7.3m 0.00% Added +2.3k +2,258
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 120,837120.8k $7.3m $7.3m 0.00% Added +8.3k +8,261
50 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.88% of their portfolio NEWPORT BEACH, CA 118,170118.2k $7.1m $7.1m 0.88% Added +58.1k +58,144
51 Brandywine Global Investment Management, LLC 0.05% of their portfolio PHILADELPHIA, PA 116,408116.4k $7.0m $7.0m 0.05% Added +21.7k +21,723
52 Zuckerman Investment Group, LLC 0.78% of their portfolio CHICAGO, IL 111,694111.7k $6.7m $6.7m 0.78% Added +833 +833
53 RK Asset Management, LLC 5.73% of their portfolio GROSSE POINTE FARMS, MI 110,452110.5k $6.6m $6.6m 5.73% Reduced -480 -480
54 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 108,483108.5k $6.5m $6.5m 0.00% Added +18.4k +18,449
55 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 100,841100.8k $6.1m $6.1m 0.01% Added +9.5k +9,523
56 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 99,40699.4k $6.0m $6.0m 0.01% Reduced -3.0k -3,039
57 SCHWARTZ INVESTMENT COUNSEL INC 0.22% of their portfolio PLYMOUTH, MI 97,20097.2k $5.8m $5.8m 0.22% Unchanged
58 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 95,00095.0k $5.7m $5.7m 0.01% Added +20.3k +20,300
59 STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio LYSAKER, Q8 94,30694.3k $5.7m $5.7m 0.02% Added +17.1k +17,144
60 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 91,19991.2k $5.5m $5.5m 0.01% Reduced -14.6k -14,559
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 89,72889.7k $5.4m $5.4m 0.00% Added +847 +847
62 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 89,05389.1k $5.3m $5.3m 0.01% Reduced -5 -5
63 Mraz, Amerine & Associates, Inc. 1.09% of their portfolio Modesto, CA 88,53388.5k $5.3m $5.3m 1.09% Added +358 +358
64 HARBOR CAPITAL ADVISORS, INC. 0.38% of their portfolio CHICAGO, IL 82,97983.0k $5.0m $5.0m 0.38% Added +63.4k +63,393
65 Diversified Investment Strategies, LLC 3.42% of their portfolio BATON ROUGE, LA 81,50181.5k $4.9m $4.9m 3.42% Reduced -2.8k -2,790
66 Amundi 0.00% of their portfolio Paris, I0 79,91779.9k $4.9m $4.9m 0.00% Added +11.0k +11,033
67 Andra AP-fonden 0.07% of their portfolio GOTEBORG, V7 72,70072.7k $4.4m $4.4m 0.07% Added +20.4k +20,400
68 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 68,89168.9k $4.1m $4.1m 0.00% Added +3.1k +3,134
69 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 62,59262.6k $3.8m $3.8m 0.00% Reduced -4.2k -4,206
70 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 62,51562.5k $3.8m $3.8m 0.00% Reduced -1.7k -1,731
71 UBS Group AG 0.00% of their portfolio ZURICH, V8 62,36762.4k $3.7m $3.7m 0.00% Reduced -764 -764
72 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 57,65357.7k $3.5m $3.5m 0.00% Unchanged
73 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 56,48956.5k $3.4m $3.4m 0.01% Added +4.5k +4,457
74 Kerrisdale Advisers, LLC 1.04% of their portfolio Miami, FL 55,24155.2k $3.3m $3.3m 1.04% Unchanged
75 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 54,38754.4k $3.3m $3.3m 0.00% Added +2.5k +2,540
76 Richard Bernstein Advisors LLC 0.07% of their portfolio NEW YORK, NY 51,82151.8k $3.1m $3.1m 0.07% Added +8 +8
77 Oppenheimer & Close, LLC 2.60% of their portfolio NEW YORK, NY 49,35349.4k $3.0m $3.0m 2.60% Unchanged
78 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 46,66946.7k $2.8m $2.8m 0.01% Reduced -2.0k -1,973
79 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 46,07846.1k $2.8m $2.8m 0.01% Reduced -136 -136
80 DANSKE BANK A/S 0.01% of their portfolio COPENHAGEN V, G7 45,41745.4k $2.7m $2.7m 0.01% Reduced -12.0k -12,024
81 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 42,35042.4k $2.5m $2.5m 0.00% Added +8.0k +7,990
82 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 41,77741.8k $2.5m $2.5m 0.00% Added +3.0k +2,958
83 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 40,95141.0k $2.5m $2.5m 0.00% Reduced -8.0k -7,962
84 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 40,30340.3k $2.4m $2.4m 0.01% Reduced -19.3k -19,295
85 Mn Services Vermogensbeheer B.V. 0.02% of their portfolio THE HAGUE, P7 39,20039.2k $2.4m $2.4m 0.02% Unchanged
86 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 38,44838.4k $2.3m $2.3m 0.01% Added +2.8k +2,823
87 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio COLUMBUS, OH 38,23538.2k $2.3m $2.3m 0.01% Reduced -157 -157
88 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 38,03038.0k $2.3m $2.3m 0.03% Unchanged
89 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 37,38037.4k $2.2m $2.2m 0.00% Added +153 +153
90 INGALLS & SNYDER LLC 0.10% of their portfolio NEW YORK, NY 37,25037.2k $2.2m $2.2m 0.10% Reduced -320 -320
91 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 36,74936.7k $2.2m $2.2m 0.00% Added +1.9k +1,908
92 BRASADA CAPITAL MANAGEMENT, LP 0.39% of their portfolio HOUSTON, TX 36,55936.6k $2.2m $2.2m 0.39% Reduced -433 -433
93 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.41% of their portfolio Glendale, CA 35,67035.7k $2.1m $2.1m 0.41% Added +1.0k +1,005
94 Chemistry Wealth Management LLC 0.52% of their portfolio NEW YORK, NY 33,59033.6k $2.0m $2.0m 0.52% Added +3.9k +3,949
95 Long Corridor Asset Management Ltd 1.89% of their portfolio HONG KONG, K3 33,28033.3k $2.0m $2.0m 1.89% New
96 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,66132.7k $2.0m $2.0m 0.00% Added +9.5k +9,470
97 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 32,31532.3k $1.9m $1.9m 0.02% Added +2.4k +2,395
98 Edgestream Partners, L.P. 0.09% of their portfolio Princeton, NJ 31,56331.6k $1.9m $1.9m 0.09% New
99 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 31,27831.3k $1.9m $1.9m 0.00% Reduced -13.9k -13,888
100 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 31,09931.1k $1.9m $1.9m 0.00% Reduced -800 -800