Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

293 institutional holders +10 vs Q2 2024
63,578,70163.6m shares reported held*
$4.6bnreported value*
33 new 106 added 87 reduced 28 sold out net sold ≈ $88.2m (-1.2m 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 ($647.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $71.96. Options: 2 managers hold calls ($705.6k notional), 1 hold puts ($0).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q4 22: 269Q1 23: 281Q2 23: 282Q3 23: 255Q4 23: 283Q1 24: 287Q2 24: 283Q3 24: 293293Q4 22Q2 23Q4 23Q2 24Q3 24
Numbers
QuarterHolders
Q4 2022269
Q1 2023281
Q2 2023282
Q3 2023255
Q4 2023283
Q1 2024287
Q2 2024283
Q3 2024293

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 outQ3 23: 107 bought or addedQ3 23: 127 cut or sold outQ3 23Q4 23: 130 bought or addedQ4 23: 109 cut or sold outQ1 24: 116 bought or addedQ1 24: 132 cut or sold outQ1 24Q2 24: 148 bought or addedQ2 24: 118 cut or sold outQ3 24: 139 bought or addedQ3 24: 115 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023128126
Q2 2023123132
Q3 2023107127
Q4 2023130109
Q1 2024116132
Q2 2024148118
Q3 2024139115

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ4 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 0.00Q3 24 calls: $705.6kQ3 24 puts: $0Q3 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2023$2.4m$00.00
Q1 2024$2.2m$135.0k0.06
Q2 2024$1.0m$00.00
Q3 2024$705.6k$00.00

Biggest buyers

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +215,600+215.6k
Balyasny Asset Management L.P. New +213,954+214.0k
SEGALL BRYANT & HAMILL, LLC New +185,760+185.8k
TRIAN FUND MANAGEMENT, L.P. Added +139,755+139.8k
HARBOR CAPITAL ADVISORS, INC. Added +114,279+114.3k
Smead Capital Management, Inc. Added +104,652+104.7k
DNB Asset Management AS Added +94,700+94.7k
Keeley-Teton Advisors, LLC New +92,063+92.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +66,625+66.6k
FIRST TRUST ADVISORS LP Added +52,610+52.6k

Biggest sellers

YACKTMAN ASSET MANAGEMENT LP Reduced -748,913-748.9k
REINHART PARTNERS, LLC. Reduced -401,037-401.0k
WELLINGTON MANAGEMENT GROUP LLP Reduced -340,230-340.2k
FMR LLC Reduced -290,771-290.8k
ABRAMS CAPITAL MANAGEMENT, L.P. Reduced -141,484-141.5k
Invesco Ltd. Reduced -123,711-123.7k
Corient Private Wealth LP Reduced -120,296-120.3k
DIMENSIONAL FUND ADVISORS LP Reduced -70,398-70.4k
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Reduced -59,085-59.1k
BARROW HANLEY MEWHINNEY & STRAUSS LLC Reduced -54,576-54.6k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $705.6k9.8k 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 Q3 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
404Q4 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 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 1 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q3 20240—0——

None reported in Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,266,7469.3m $667.2m $667.2m 0.01% Added +14.0k +13,979
2 YACKTMAN ASSET MANAGEMENT LP 4.66% of their portfolio AUSTIN, TX 6,312,0116.3m $454.5m $454.5m 4.66% Reduced -748.9k -748,913
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 6,046,2896.0m $435.3m $435.3m 0.01% First filing
4 DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio AUSTIN, TX 3,817,7713.8m $274.9m $274.9m 0.07% Reduced -70.4k -70,398
5 ABRAMS CAPITAL MANAGEMENT, L.P. 3.94% of their portfolio Boston, MA 3,403,7363.4m $245.1m $245.1m 3.94% Reduced -141.5k -141,484
6 FMR LLC 0.01% of their portfolio BOSTON, MA 2,626,0032.6m $189.1m $189.1m 0.01% Reduced -290.8k -290,771
7 Smead Capital Management, Inc. 2.50% of their portfolio Phoenix, AZ 2,431,7712.4m $175.1m $175.1m 2.50% Added +104.7k +104,652
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,384,0472.4m $171.7m $171.7m 0.01% Added +14.6k +14,603
9 WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio Boston, MA 1,725,9371.7m $124.3m $124.3m 0.02% Reduced -340.2k -340,230
10 Southpoint Capital Advisors LP 2.85% of their portfolio NEW YORK, NY 1,670,0001.7m $120.2m $120.2m 2.85% Unchanged
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,584,9861.6m $113.9m $113.9m 0.01% Added +8.5k +8,469
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.37% of their portfolio Los Angeles, CA 1,539,7951.5m $110.9m $110.9m 0.37% Added +215.6k +215,600
13 BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.32% of their portfolio DALLAS, TX 1,375,1071.4m $99.0m $99.0m 0.32% Reduced -54.6k -54,576
14 Artisan Partners Limited Partnership 0.14% of their portfolio Milwaukee, WI 1,324,2521.3m $95.3m $95.3m 0.14% Reduced -13.8k -13,829
15 REINHART PARTNERS, LLC. 2.93% of their portfolio MEQUON, WI 1,070,6461.1m $77.1m $77.1m 2.93% Reduced -401.0k -401,037
16 TRIAN FUND MANAGEMENT, L.P. 1.94% of their portfolio NEW YORK, NY 1,049,0551.0m $75.5m $75.5m 1.94% Added +139.8k +139,755
17 Scharf Investments, LLC 2.05% of their portfolio LOS GATOS, CA 1,033,4511.0m $74.4m $74.4m 2.05% Added +762 +762
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 908,381908.4k $65.4m $65.4m 0.01% Unchanged
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 709,919709.9k $51.1m $51.1m 0.01% Added +66.6k +66,625
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 689,151689.2k $49.6m $49.6m 0.00% Reduced -23.4k -23,438
21 Tweedy, Browne Co LLC 2.05% of their portfolio Stamford, CT 598,368598.4k $43.1m $43.1m 2.05% Reduced -3.6k -3,562
22 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 512,926512.9k $36.9m $36.9m 0.01% Reduced -28.5k -28,506
23 Bruce & Co., Inc. 10.64% of their portfolio CHICAGO, IL 507,550507.6k $36.5m $36.5m 10.64% Reduced -35.4k -35,400
24 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 463,691463.7k $33.4m $33.4m 0.01% Added +4.1k +4,073
25 FIRST TRUST ADVISORS LP 0.03% of their portfolio Wheaton, IL 427,866427.9k $30.8m $30.8m 0.03% Added +52.6k +52,610
26 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 391,889391.9k $28.2m $28.2m 0.01% Added +7.2k +7,213
27 SCOUT INVESTMENTS, INC. 0.57% of their portfolio KANSAS CITY, MO 321,295321.3k $21.8m $21.8m 0.57% Added +1.5k +1,536
28 Swiss National Bank 0.01% of their portfolio ZURICH, V8 287,331287.3k $20.7m $20.7m 0.01% Unchanged
29 THIRD AVENUE MANAGEMENT LLC 3.35% of their portfolio NEW YORK, NY 284,528284.5k $20.5m $20.5m 3.35% Added +19 +19
30 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 277,518277.5k $20.0m $20.0m 0.01% Added +1.8k +1,785
31 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 259,328259.3k $18.7m $18.7m 0.01% Added +5.5k +5,467
32 Harspring Capital Management, LLC 4.37% of their portfolio NEW YORK, NY 255,000255.0k $18.4m $18.4m 4.37% Reduced -28.5k -28,500
33 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.47% of their portfolio TEANECK, NJ 253,855253.9k $18.3m $18.3m 0.47% Added +27.4k +27,450
34 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 218,308218.3k $15.7m $15.7m 0.02% Added +13.8k +13,789
35 Legal & General Group Plc 0.00% of their portfolio London, X0 218,269218.3k $15.7m $15.7m 0.00% Reduced -9.3k -9,350
36 Balyasny Asset Management L.P. 0.04% of their portfolio Chicago, IL 213,954214.0k $15.4m $15.4m 0.04% New
37 FULLER & THALER ASSET MANAGEMENT, INC. 0.06% of their portfolio SAN MATEO, CA 210,903210.9k $15.2m $15.2m 0.06% Reduced -37.6k -37,560
38 HARBOR CAPITAL ADVISORS, INC. 0.62% of their portfolio CHICAGO, IL 197,258197.3k $14.2m $14.2m 0.62% Added +114.3k +114,279
39 Vision Capital Management, Inc. 1.91% of their portfolio PORTLAND, OR 187,794187.8k $13.5m $13.5m 1.91% Added +3.9k +3,855
40 SEGALL BRYANT & HAMILL, LLC 0.18% of their portfolio CHICAGO, IL 185,760185.8k $13.4m $13.4m 0.18% New
41 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 179,723179.7k $12.9m $12.9m 0.01% Reduced -323 -323
42 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 174,022174.0k $12.5m $12.5m 0.01% Added +2.2k +2,248
43 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 169,812169.8k $12.2m $12.2m 0.00% Reduced -123.7k -123,711
44 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.65% of their portfolio EDINA, MN 161,518161.5k $11.6m $11.6m 0.65% Added +1.4k +1,442
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 160,632160.6k $11.6m $11.6m 0.00% Reduced -48.9k -48,872
46 FINANCIAL COUNSELORS INC 0.16% of their portfolio Overland Park, KS 153,087153.1k $11.0m $11.0m 0.16% Added +406 +406
47 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 142,624142.6k $10.3m $10.3m 0.00% Reduced -4.2k -4,171
48 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 136,226136.2k $9.8m $9.8m 0.00% Added +12.2k +12,249
49 Brandywine Global Investment Management, LLC 0.06% of their portfolio PHILADELPHIA, PA 129,295129.3k $8.8m $8.8m 0.06% Added +12.9k +12,887
50 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 128,984129.0k $9.3m $9.3m 0.00% Added +7.0k +6,974
51 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 121,258121.3k $8.7m $8.7m 0.01% Reduced -1.4k -1,437
52 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 117,988118.0k $8.5m $8.5m 0.00% Reduced -2.8k -2,849
53 DNB Asset Management AS 0.04% of their portfolio Oslo, Q8 115,382115.4k $8.3m $8.3m 0.04% Added +94.7k +94,700
54 Zuckerman Investment Group, LLC 0.84% of their portfolio CHICAGO, IL 113,206113.2k $8.2m $8.2m 0.84% Added +1.5k +1,512
55 RK Asset Management, LLC 6.16% of their portfolio GROSSE POINTE FARMS, MI 111,302111.3k $8.0m $8.0m 6.16% Added +850 +850
56 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 109,514109.5k $7.9m $7.9m 0.01% Reduced -120.3k -120,296
57 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 107,900107.9k $7.8m $7.8m 0.01% Added +12.9k +12,900
58 STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio LYSAKER, Q8 102,008102.0k $7.3m $7.3m 0.02% Added +7.7k +7,702
59 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 101,871101.9k $7.3m $7.3m 0.00% Reduced -6.6k -6,612
60 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 100,841100.8k $7.3m $7.3m 0.01% Unchanged
61 Swedbank AB 0.01% of their portfolio STOCKHOLM, V7 98,42898.4k $7.1m $7.1m 0.01% Reduced -978 -978
62 SCHWARTZ INVESTMENT COUNSEL INC 0.25% of their portfolio PLYMOUTH, MI 97,20097.2k $7.0m $7.0m 0.25% Unchanged
63 Keeley-Teton Advisors, LLC 0.73% of their portfolio Chicago, IL 92,06392.1k $6.6m $6.6m 0.73% New
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 92,04692.0k $6.6m $6.6m 0.00% Added +2.3k +2,318
65 Mraz, Amerine & Associates, Inc. 1.14% of their portfolio Modesto, CA 87,79887.8k $6.3m $6.3m 1.14% Reduced -735 -735
66 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 83,90983.9k $6.0m $6.0m 0.02% Added +27.4k +27,420
67 Diversified Investment Strategies, LLC 3.82% of their portfolio BATON ROUGE, LA 80,37180.4k $5.8m $5.8m 3.82% Reduced -1.1k -1,130
68 Amundi 0.00% of their portfolio Paris, I0 79,37179.4k $5.4m $5.4m 0.00% Reduced -546 -546
69 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 77,25377.3k $5.6m $5.6m 0.01% Reduced -11.8k -11,800
70 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 69,44969.4k $5.0m $5.0m 0.00% Added +6.9k +6,857
71 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 65,75865.8k $4.7m $4.7m 0.01% Reduced -25.4k -25,441
72 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 64,16764.2k $4.6m $4.6m 0.00% Added +6.5k +6,514
73 UBS Group AG 0.00% of their portfolio ZURICH, V8 63,31863.3k $4.6m $4.6m 0.00% Added +951 +951
74 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 61,98862.0k $4.5m $4.5m 0.00% Reduced -527 -527
75 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 60,25860.3k $4.3m $4.3m 0.00% Added +47.5k +47,469
76 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.95% of their portfolio NEWPORT BEACH, CA 59,08559.1k $4.3m $4.3m 0.95% Reduced -59.1k -59,085
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 58,40958.4k $4.2m $4.2m 0.00% Added +4.0k +4,022
78 Andra AP-fonden 0.06% of their portfolio GOTEBORG, V7 58,12758.1k $4.2m $4.2m 0.06% Reduced -14.6k -14,573
79 Kerrisdale Advisers, LLC 1.35% of their portfolio Miami, FL 55,24155.2k $4.0m $4.0m 1.35% Unchanged
80 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 53,67553.7k $3.9m $3.9m 0.00% Reduced -15.2k -15,216
81 Richard Bernstein Advisors LLC 0.08% of their portfolio NEW YORK, NY 51,82151.8k $3.7m $3.7m 0.08% Unchanged
82 Oppenheimer & Close, LLC 2.83% of their portfolio NEW YORK, NY 49,09949.1k $3.5m $3.5m 2.83% Reduced -254 -254
83 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 46,71446.7k $3.4m $3.4m 0.01% Added +45 +45
84 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 46,26846.3k $3.3m $3.3m 0.01% Added +190 +190
85 DANSKE BANK A/S 0.01% of their portfolio COPENHAGEN V, G7 43,51743.5k $3.1m $3.1m 0.01% Reduced -1.9k -1,900
86 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 39,85839.9k $2.9m $2.9m 0.00% Reduced -1.9k -1,919
87 Mn Services Vermogensbeheer B.V. 0.02% of their portfolio THE HAGUE, P7 39,20039.2k $2.8m $2.8m 0.02% Unchanged
88 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 38,64238.6k $2.8m $2.8m 0.01% Added +194 +194
89 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,33238.3k $2.8m $2.8m 0.00% Added +1.6k +1,583
90 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 38,03038.0k $2.7m $2.7m 0.03% Unchanged
91 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 37,76637.8k $2.7m $2.7m 0.00% Reduced -3.2k -3,185
92 Edgestream Partners, L.P. 0.12% of their portfolio Princeton, NJ 37,74437.7k $2.7m $2.7m 0.12% Added +6.2k +6,181
93 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 37,49737.5k $2.7m $2.7m 0.01% Reduced -2.8k -2,806
94 PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 0.48% of their portfolio Glendale, CA 37,19337.2k $2.7m $2.7m 0.48% Added +1.5k +1,523
95 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 37,16437.2k $2.7m $2.7m 0.00% Reduced -216 -216
96 INGALLS & SNYDER LLC 0.10% of their portfolio NEW YORK, NY 36,93836.9k $2.7m $2.7m 0.10% Reduced -312 -312
97 Chemistry Wealth Management LLC 0.61% of their portfolio NEW YORK, NY 35,55135.6k $2.6m $2.6m 0.61% Added +2.0k +1,961
98 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 35,26535.3k $2.5m $2.5m 0.00% Reduced -7.1k -7,085
99 BRASADA CAPITAL MANAGEMENT, LP 0.42% of their portfolio HOUSTON, TX 33,97134.0k $2.4m $2.4m 0.42% Reduced -2.6k -2,588
100 Capula Management Ltd 0.03% of their portfolio Grand Cayman, E9 33,57533.6k $2.4m $2.4m 0.03% Not comparable