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 ($3.9m 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
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 269 |
| Q1 2023 | 281 |
| Q2 2023 | 282 |
| Q3 2023 | 255 |
| Q4 2023 | 283 |
| Q1 2024 | 287 |
| Q2 2024 | 283 |
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 |
| Q2 2024 | 148 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $1.6m | $330.3k | 0.21 |
| Q4 2023 | $2.4m | $0 | 0.00 |
| Q1 2024 | $2.2m | $135.0k | 0.06 |
| Q2 2024 | $1.0m | $0 | 0.00 |
Biggest buyers
| TRIAN FUND MANAGEMENT, L.P. | New | +909.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +370.4k |
| SCOUT INVESTMENTS, INC. | New | +319.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Added | +163.2k |
| Smead Capital Management, Inc. | Added | +151.0k |
| FIRST TRUST ADVISORS LP | Added | +137.5k |
| Southpoint Capital Advisors LP | Added | +100.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +87.8k |
| HARBOR CAPITAL ADVISORS, INC. | Added | +63.4k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Added | +58.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.3m |
| FMR LLC | Reduced | -363.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -281.5k |
| Point72 Asset Management, L.P. | Sold out | -149.9k |
| WINMILL & CO. INC | Sold out | -143.4k |
| BlackRock Inc. | Reduced | -92.1k |
| DigitalBridge Group, Inc. | Sold out | -71.6k |
| YACKTMAN ASSET MANAGEMENT LP | Reduced | -55.5k |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -47.7k |
| Scharf Investments, LLC | Reduced | -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
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 9.3m $555.4m | Reduced -39.1k |
| YACKTMAN ASSET MANAGEMENT LP 3.98% of their portfolio | 7.1m $423.8m | Reduced -55.5k |
| BlackRock Inc. 0.01% of their portfolio | 5.5m $329.6m | Reduced -92.1k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.9m $233.4m | Reduced -20.3k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 4.16% of their portfolio | 3.5m $212.8m | Unchanged |
| FMR LLC 0.01% of their portfolio | 2.9m $175.1m | Reduced -363.4k |
| STATE STREET CORP 0.01% of their portfolio | 2.4m $142.2m | Added +34.5k |
| Smead Capital Management, Inc. 2.18% of their portfolio | 2.3m $139.7m | Added +151.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 2.1m $124.0m | Reduced -281.5k |
| Southpoint Capital Advisors LP 2.49% of their portfolio | 1.7m $100.2m | Added +100.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $94.5m | Added +33.5k |
| REINHART PARTNERS, LLC. 3.67% of their portfolio | 1.5m $88.3m | Reduced -8.5k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.29% of their portfolio | 1.4m $85.8m | Added +163.2k |
| Artisan Partners Limited Partnership 0.12% of their portfolio | 1.3m $80.3m | Reduced -9.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.28% of their portfolio | 1.3m $79.5m | Added +370.4k |
| Scharf Investments, LLC 1.77% of their portfolio | 1.0m $62.0m | Reduced -43.7k |
| TRIAN FUND MANAGEMENT, L.P. 1.33% of their portfolio | 909.3k $54.6m | New |
| NORGES BANK 0.01% of their portfolio | 908.4k $54.5m | Reduced -15.4k |
| MORGAN STANLEY 0.00% of their portfolio | 712.6k $42.8m | Reduced -1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 643.3k $38.6m | Added +13.3k |
| Tweedy, Browne Co LLC 1.66% of their portfolio | 601.9k $36.1m | Reduced -5.2k |
| Bruce & Co., Inc. 10.72% of their portfolio | 543.0k $32.6m | Added +49.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 541.4k $32.5m | Added +7.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 459.6k $27.6m | Added +87.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 384.7k $23.1m | Added +26.9k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 375.3k $22.5m | Added +137.5k |
| SCOUT INVESTMENTS, INC. 0.52% of their portfolio | 319.8k $19.2m | New |
| Invesco Ltd. 0.00% of their portfolio | 293.5k $17.6m | Added +7.5k |
| Swiss National Bank 0.01% of their portfolio | 287.3k $17.2m | Reduced -3.4k |
| THIRD AVENUE MANAGEMENT LLC 2.93% of their portfolio | 284.5k $17.1m | Reduced -9.9k |
| Harspring Capital Management, LLC 4.31% of their portfolio | 283.5k $17.0m | Reduced -6.5k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 275.7k $16.5m | Added +1.2k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 253.9k $15.2m | Reduced -386 |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio | 248.5k $14.9m | Added +8.5k |
| Corient Private Wealth LP 0.02% of their portfolio | 229.8k $13.8m | Reduced -2.7k |
| Legal & General Group Plc 0.00% of their portfolio | 227.6k $13.7m | Added +9.9k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.41% of their portfolio | 226.4k $13.6m | Reduced -8.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 209.5k $12.6m | Added +48.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 204.5k $12.3m | Added +6.5k |
| Vision Capital Management, Inc. 1.64% of their portfolio | 183.9k $11.0m | Reduced -1.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 180.0k $10.8m | Reduced -47.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 171.8k $10.3m | Added +108 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.57% of their portfolio | 160.1k $9.6m | Added +1.9k |
| FINANCIAL COUNSELORS INC 0.15% of their portfolio | 152.7k $9.2m | Added +6.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 146.8k $8.8m | Reduced -8.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 124.0k $7.4m | Added +21.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 122.7k $7.4m | Reduced -19.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 122.0k $7.3m | Added +2.3k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 120.8k $7.3m | Added +8.3k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.88% of their portfolio | 118.2k $7.1m | Added +58.1k |
| Brandywine Global Investment Management, LLC 0.05% of their portfolio | 116.4k $7.0m | Added +21.7k |
| Zuckerman Investment Group, LLC 0.78% of their portfolio | 111.7k $6.7m | Added +833 |
| RK Asset Management, LLC 5.73% of their portfolio | 110.5k $6.6m | Reduced -480 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 108.5k $6.5m | Added +18.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 100.8k $6.1m | Added +9.5k |
| Swedbank AB 0.01% of their portfolio | 99.4k $6.0m | Reduced -3.0k |
| SCHWARTZ INVESTMENT COUNSEL INC 0.22% of their portfolio | 97.2k $5.8m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 95.0k $5.7m | Added +20.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 94.3k $5.7m | Added +17.1k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 91.2k $5.5m | Reduced -14.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 89.7k $5.4m | Added +847 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 89.1k $5.3m | Reduced -5 |
| Mraz, Amerine & Associates, Inc. 1.09% of their portfolio | 88.5k $5.3m | Added +358 |
| HARBOR CAPITAL ADVISORS, INC. 0.38% of their portfolio | 83.0k $5.0m | Added +63.4k |
| Diversified Investment Strategies, LLC 3.42% of their portfolio | 81.5k $4.9m | Reduced -2.8k |
| Amundi 0.00% of their portfolio | 79.9k $4.9m | Added +11.0k |
| Andra AP-fonden 0.07% of their portfolio | 72.7k $4.4m | Added +20.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 68.9k $4.1m | Added +3.1k |
| BARCLAYS PLC 0.00% of their portfolio | 62.6k $3.8m | Reduced -4.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 62.5k $3.8m | Reduced -1.7k |
| UBS Group AG 0.00% of their portfolio | 62.4k $3.7m | Reduced -764 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 57.7k $3.5m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 56.5k $3.4m | Added +4.5k |
| Kerrisdale Advisers, LLC 1.04% of their portfolio | 55.2k $3.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.4k $3.3m | Added +2.5k |
| Richard Bernstein Advisors LLC 0.07% of their portfolio | 51.8k $3.1m | Added +8 |
| Oppenheimer & Close, LLC 2.60% of their portfolio | 49.4k $3.0m | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 46.7k $2.8m | Reduced -2.0k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 46.1k $2.8m | Reduced -136 |
| DANSKE BANK A/S 0.01% of their portfolio | 45.4k $2.7m | Reduced -12.0k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 42.4k $2.5m | Added +8.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 41.8k $2.5m | Added +3.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 41.0k $2.5m | Reduced -8.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 40.3k $2.4m | Reduced -19.3k |
| Mn Services Vermogensbeheer B.V. 0.02% of their portfolio | 39.2k $2.4m | Unchanged |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 38.4k $2.3m | Added +2.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 38.2k $2.3m | Reduced -157 |
| State of Alaska, Department of Revenue 0.03% of their portfolio | 38.0k $2.3m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 37.4k $2.2m | Added +153 |
| INGALLS & SNYDER LLC 0.10% of their portfolio | 37.2k $2.2m | Reduced -320 |
| LPL Financial LLC 0.00% of their portfolio | 36.7k $2.2m | Added +1.9k |
| BRASADA CAPITAL MANAGEMENT, LP 0.39% of their portfolio | 36.6k $2.2m | Reduced -433 |
| PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.41% of their portfolio | 35.7k $2.1m | Added +1.0k |
| Chemistry Wealth Management LLC 0.52% of their portfolio | 33.6k $2.0m | Added +3.9k |
| Long Corridor Asset Management Ltd 1.89% of their portfolio | 33.3k $2.0m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 32.7k $2.0m | Added +9.5k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 32.3k $1.9m | Added +2.4k |
| Edgestream Partners, L.P. 0.09% of their portfolio | 31.6k $1.9m | New |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 31.3k $1.9m | Reduced -13.9k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 31.1k $1.9m | Reduced -800 |