Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

315 institutional holders +22 vs Q3 2024
64,138,89664.1m shares reported held*
$4.1bnreported value*
33 new 105 added 106 reduced 20 sold out net bought ≈ $26.7m (+416.7k 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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.04. Options: 4 managers hold calls ($1.2m notional), 1 hold puts ($0).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q4 22: 269Q1 23: 281Q2 23: 282Q3 23: 255Q4 23: 283Q1 24: 287Q2 24: 283Q3 24: 293Q4 24: 315315Q4 22Q2 23Q4 23Q2 24Q4 24
Numbers
QuarterHolders
Q4 2022269
Q1 2023281
Q2 2023282
Q3 2023255
Q4 2023283
Q1 2024287
Q2 2024283
Q3 2024293
Q4 2024315

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 outQ2 23: 123 bought or addedQ2 23: 132 cut or sold outQ2 23Q3 23: 107 bought or addedQ3 23: 127 cut or sold outQ4 23: 130 bought or addedQ4 23: 109 cut or sold outQ4 23Q1 24: 116 bought or addedQ1 24: 132 cut or sold outQ2 24: 148 bought or addedQ2 24: 118 cut or sold outQ2 24Q3 24: 139 bought or addedQ3 24: 115 cut or sold outQ4 24: 138 bought or addedQ4 24: 126 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023128126
Q2 2023123132
Q3 2023107127
Q4 2023130109
Q1 2024116132
Q2 2024148118
Q3 2024139115
Q4 2024138126

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 0.00Q4 24 calls: $1.2mQ4 24 puts: $0Q4 24P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2024$2.2m$135.0k0.06
Q2 2024$1.0m$00.00
Q3 2024$705.6k$00.00
Q4 2024$1.2m$00.00

Biggest buyers

FMR LLC Added +1,000,583+1.0m
Pertento Partners LLP New +739,889+739.9k
EMINENCE CAPITAL, LP New +548,799+548.8k
REINHART PARTNERS, LLC. Added +510,481+510.5k
Impactive Capital LP New +487,044+487.0k
Bayberry Capital Partners LP New +447,553+447.6k
STATE OF WISCONSIN INVESTMENT BOARD Added +199,281+199.3k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +140,205+140.2k
Applied Fundamental Research, LLC New +130,083+130.1k
Southpoint Capital Advisors LP Added +130,000+130.0k

Biggest sellers

BARROW HANLEY MEWHINNEY & STRAUSS LLC Sold out -1,375,107-1.4m
WELLINGTON MANAGEMENT GROUP LLP Reduced -1,099,822-1.1m
BlackRock, Inc. Reduced -514,378-514.4k
FIRST TRUST ADVISORS LP Reduced -212,278-212.3k
ABRAMS CAPITAL MANAGEMENT, L.P. Reduced -152,267-152.3k
MORGAN STANLEY Reduced -129,586-129.6k
YACKTMAN ASSET MANAGEMENT LP Reduced -129,264-129.3k
Balyasny Asset Management L.P. Reduced -128,808-128.8k
Tweedy, Browne Co LLC Reduced -108,937-108.9k
JPMORGAN CHASE & CO Reduced -101,701-101.7k

Biggest calls

SIMPLEX TRADING, LLC New $545.0k7.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $371.5k5.8k shares
CITADEL ADVISORS LLC New $262.6k4.1k 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 Q4 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
202Q1 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 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
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——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,223,8529.2m $590.8m $590.8m 0.01% Reduced -42.9k -42,894
2 YACKTMAN ASSET MANAGEMENT LP 4.63% of their portfolio AUSTIN, TX 6,182,7476.2m $396.0m $396.0m 4.63% Reduced -129.3k -129,264
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 5,531,9115.5m $354.3m $354.3m 0.01% Reduced -514.4k -514,378
4 DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio AUSTIN, TX 3,773,7193.8m $241.7m $241.7m 0.06% Reduced -44.1k -44,052
5 FMR LLC 0.01% of their portfolio BOSTON, MA 3,626,5863.6m $232.3m $232.3m 0.01% Added +1.0m +1,000,583
6 ABRAMS CAPITAL MANAGEMENT, L.P. 3.35% of their portfolio Boston, MA 3,251,4693.3m $208.3m $208.3m 3.35% Reduced -152.3k -152,267
7 Smead Capital Management, Inc. 2.44% of their portfolio Phoenix, AZ 2,456,7812.5m $157.4m $157.4m 2.44% Added +25.0k +25,010
8 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,295,8492.3m $147.0m $147.0m 0.01% Reduced -88.2k -88,198
9 Southpoint Capital Advisors LP 2.70% of their portfolio NEW YORK, NY 1,800,0001.8m $115.3m $115.3m 2.70% Added +130.0k +130,000
10 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.36% of their portfolio Los Angeles, CA 1,680,0001.7m $107.6m $107.6m 0.36% Added +140.2k +140,205
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,609,8641.6m $102.9m $102.9m 0.01% Added +24.9k +24,878
12 REINHART PARTNERS, LLC. 3.90% of their portfolio MEQUON, WI 1,581,1271.6m $101.3m $101.3m 3.90% Added +510.5k +510,481
13 Artisan Partners Limited Partnership 0.13% of their portfolio Milwaukee, WI 1,324,9381.3m $84.9m $84.9m 0.13% Added +686 +686
14 TRIAN FUND MANAGEMENT, L.P. 1.86% of their portfolio NEW YORK, NY 1,124,7001.1m $72.0m $72.0m 1.86% Added +75.6k +75,645
15 Scharf Investments, LLC 1.89% of their portfolio LOS GATOS, CA 996,803996.8k $63.8m $63.8m 1.89% Reduced -36.6k -36,648
16 NORGES BANK 0.01% of their portfolio OSLO, Q8 971,201971.2k $62.2m $62.2m 0.01% Added +62.8k +62,820
17 Pertento Partners LLP 4.87% of their portfolio LONDON, X0 739,889739.9k $47.4m $47.4m 4.87% New
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 723,283723.3k $46.3m $46.3m 0.01% Added +13.4k +13,364
19 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 626,115626.1k $40.1m $40.1m 0.01% Reduced -1.1m -1,099,822
20 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 599,534599.5k $38.4m $38.4m 0.01% Added +86.6k +86,608
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 559,565559.6k $35.8m $35.8m 0.00% Reduced -129.6k -129,586
22 EMINENCE CAPITAL, LP 0.54% of their portfolio NEW YORK, NY 548,799548.8k $35.2m $35.2m 0.54% New
23 Tweedy, Browne Co LLC 2.11% of their portfolio Stamford, CT 489,431489.4k $31.3m $31.3m 2.11% Reduced -108.9k -108,937
24 Impactive Capital LP 1.28% of their portfolio NEW YORK CITY, NY 487,044487.0k $31.2m $31.2m 1.28% New
25 Bruce & Co., Inc. 9.60% of their portfolio CHICAGO, IL 467,000467.0k $29.9m $29.9m 9.60% Reduced -40.5k -40,550
26 Bayberry Capital Partners LP 10.92% of their portfolio NEW YORK, NY 447,553447.6k $28.7m $28.7m 10.92% New
27 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio NEW YORK, NY 446,565446.6k $28.6m $28.6m 0.01% Reduced -17.1k -17,126
28 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 389,956390.0k $25.0m $25.0m 0.00% Reduced -1.9k -1,933
29 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 370,904370.9k $23.8m $23.8m 0.01% First filing
30 STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio MADISON, WI 283,190283.2k $18.1m $18.1m 0.05% Added +199.3k +199,281
31 JANUS HENDERSON GROUP PLC 0.01% of their portfolio LONDON, X0 281,853281.9k $18.1m $18.1m 0.01% Added +4.3k +4,335
32 Swiss National Bank 0.01% of their portfolio ZURICH, V8 274,231274.2k $17.6m $17.6m 0.01% Reduced -13.1k -13,100
33 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.43% of their portfolio TEANECK, NJ 263,741263.7k $16.9m $16.9m 0.43% Added +9.9k +9,886
34 THIRD AVENUE MANAGEMENT LLC 3.10% of their portfolio NEW YORK, NY 249,865249.9k $16.0m $16.0m 3.10% Reduced -34.7k -34,663
35 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 243,158243.2k $15.6m $15.6m 0.02% Added +24.9k +24,850
36 Harspring Capital Management, LLC 4.19% of their portfolio NEW YORK, NY 230,000230.0k $14.7m $14.7m 4.19% Reduced -25.0k -25,000
37 FULLER & THALER ASSET MANAGEMENT, INC. 0.05% of their portfolio SAN MATEO, CA 218,768218.8k $14.0m $14.0m 0.05% Added +7.9k +7,865
38 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 215,588215.6k $13.8m $13.8m 0.01% Reduced -212.3k -212,278
39 Legal & General Group Plc 0.00% of their portfolio London, X0 201,809201.8k $12.9m $12.9m 0.00% Reduced -16.5k -16,460
40 HARBOR CAPITAL ADVISORS, INC. 0.56% of their portfolio CHICAGO, IL 198,770198.8k $12.7m $12.7m 0.56% Added +1.5k +1,512
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 191,006191.0k $12.2m $12.2m 0.00% Added +21.2k +21,194
42 SEGALL BRYANT & HAMILL, LLC 0.16% of their portfolio CHICAGO, IL 180,193180.2k $11.5m $11.5m 0.16% Reduced -5.6k -5,567
43 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 177,019177.0k $11.3m $11.3m 0.01% Reduced -2.7k -2,704
44 Vision Capital Management, Inc. 1.64% of their portfolio PORTLAND, OR 173,980174.0k $11.1m $11.1m 1.64% Reduced -13.8k -13,814
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 169,845169.8k $10.9m $10.9m 0.00% Reduced -4.2k -4,177
46 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 169,693169.7k $10.9m $10.9m 0.00% Added +27.1k +27,069
47 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 164,943164.9k $10.6m $10.6m 0.00% Reduced -94.4k -94,385
48 FINANCIAL COUNSELORS INC 0.14% of their portfolio Overland Park, KS 153,017153.0k $9.8m $9.8m 0.14% Reduced -70 -70
49 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 130,277130.3k $8.3m $8.3m 0.00% Reduced -5.9k -5,949
50 Applied Fundamental Research, LLC 6.52% of their portfolio CAMBRIDGE, MA 130,083130.1k $8.3m $8.3m 6.52% New
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 127,266127.3k $8.2m $8.2m 0.00% Reduced -1.7k -1,718
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,288123.3k $7.9m $7.9m 0.00% Added +60.0k +59,970
53 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 121,791121.8k $7.8m $7.8m 0.01% Added +533 +533
54 Brandywine Global Investment Management, LLC 0.06% of their portfolio PHILADELPHIA, PA 120,076120.1k $7.7m $7.7m 0.06% Reduced -9.2k -9,219
55 Zuckerman Investment Group, LLC 0.69% of their portfolio CHICAGO, IL 114,587114.6k $7.2m $7.2m 0.69% Added +1.4k +1,381
56 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 110,300110.3k $7.1m $7.1m 0.01% Added +2.4k +2,400
57 RK Asset Management, LLC 5.68% of their portfolio GROSSE POINTE FARMS, MI 108,542108.5k $7.0m $7.0m 5.68% Reduced -2.8k -2,760
58 STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio LYSAKER, Q8 103,340103.3k $6.6m $6.6m 0.02% Added +1.3k +1,332
59 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 103,256103.3k $6.6m $6.6m 0.01% Reduced -6.3k -6,258
60 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 100,841100.8k $6.5m $6.5m 0.01% Unchanged
61 SCHWARTZ INVESTMENT COUNSEL INC 0.22% of their portfolio PLYMOUTH, MI 97,20097.2k $6.2m $6.2m 0.22% Unchanged
62 Keeley-Teton Advisors, LLC 0.72% of their portfolio Chicago, IL 96,82896.8k $6.2m $6.2m 0.72% Added +4.8k +4,765
63 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 96,13496.1k $6.2m $6.2m 0.00% Reduced -21.9k -21,854
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 94,07594.1k $6.0m $6.0m 0.00% Added +2.0k +2,029
65 Yost Capital Management, LP 6.41% of their portfolio HOUSTON, TX 90,00090.0k $5.8m $5.8m 6.41% New
66 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.31% of their portfolio EDINA, MN 88,26588.3k $5.7m $5.7m 0.31% Reduced -73.3k -73,253
67 Mraz, Amerine & Associates, Inc. 1.00% of their portfolio Modesto, CA 87,38787.4k $5.6m $5.6m 1.00% Reduced -411 -411
68 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 85,14685.1k $5.5m $5.5m 0.01% Reduced -128.8k -128,808
69 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 81,69281.7k $5.2m $5.2m 0.00% Reduced -20.2k -20,179
70 Diversified Investment Strategies, LLC 3.37% of their portfolio BATON ROUGE, LA 80,64680.6k $5.2m $5.2m 3.37% Added +275 +275
71 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 77,52177.5k $5.0m $5.0m 0.00% Added +23.8k +23,846
72 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 74,25374.3k $4.8m $4.8m 0.01% Reduced -3.0k -3,000
73 Treasurer of the State of North Carolina 0.02% of their portfolio RALEIGH, NC 70,41270.4k $4.5m $4.5m 0.02% Added +24.1k +24,144
74 Amundi 0.00% of their portfolio Paris, I0 69,89369.9k $4.4m $4.4m 0.00% Reduced -9.5k -9,478
75 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 66,46366.5k $4.3m $4.3m 0.01% Added +705 +705
76 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 64,16764.2k $4.1m $4.1m 0.00% Unchanged
77 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 63,48763.5k $4.1m $4.1m 0.00% Added +5.1k +5,078
78 Swedbank AB 0.00% of their portfolio STOCKHOLM, V7 63,43363.4k $4.1m $4.1m 0.00% Reduced -35.0k -34,995
79 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 61,65861.7k $3.9m $3.9m 0.00% Reduced -330 -330
80 Capula Management Ltd 0.03% of their portfolio Grand Cayman, E9 60,79060.8k $3.9m $3.9m 0.03% Added +27.2k +27,215
81 Andra AP-fonden 0.06% of their portfolio GOTEBORG, V7 60,50060.5k $3.9m $3.9m 0.06% Added +2.4k +2,373
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 59,77559.8k $3.8m $3.8m 0.01% Added +51.5k +51,459
83 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 58,93158.9k $3.8m $3.8m 0.00% Reduced -101.7k -101,701
84 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.85% of their portfolio NEWPORT BEACH, CA 57,42657.4k $3.7m $3.7m 0.85% Reduced -1.7k -1,659
85 DNB Asset Management AS 0.02% of their portfolio Oslo, Q8 55,79355.8k $3.6m $3.6m 0.02% Reduced -59.6k -59,589
86 Kerrisdale Advisers, LLC 1.20% of their portfolio Miami, FL 55,24155.2k $3.5m $3.5m 1.20% Unchanged
87 Richard Bernstein Advisors LLC 0.08% of their portfolio NEW YORK, NY 51,82151.8k $3.3m $3.3m 0.08% Unchanged
88 Logan Stone Capital, LLC 1.11% of their portfolio CHICAGO, IL 51,55051.5k $3.3m $3.3m 1.11% New
89 Oppenheimer & Close, LLC 2.54% of their portfolio NEW YORK, NY 48,14948.1k $3.1m $3.1m 2.54% Reduced -950 -950
90 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 46,36646.4k $3.0m $3.0m 0.01% Reduced -348 -348
91 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio BALA CYNWYD, PA 45,38145.4k $2.9m $2.9m 0.05% First filing
92 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 42,90242.9k $2.7m $2.7m 0.00% Reduced -26.5k -26,547
93 Korea Investment CORP 0.01% of their portfolio SEOUL, M5 42,27442.3k $2.7m $2.7m 0.01% Added +25.3k +25,266
94 Orvieto Partners, L.P. 2.19% of their portfolio BOSTON, MA 40,55040.5k $2.6m $2.6m 2.19% First filing
95 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 40,30540.3k $2.6m $2.6m 0.00% Added +5.0k +5,040
96 Mn Services Vermogensbeheer B.V. 0.02% of their portfolio THE HAGUE, P7 39,20039.2k $2.5m $2.5m 0.02% Unchanged
97 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,70338.7k $2.5m $2.5m 0.00% Added +371 +371
98 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 38,39638.4k $2.5m $2.5m 0.00% Reduced -1.5k -1,462
99 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 38,03038.0k $2.4m $2.4m 0.03% Unchanged
100 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 37,83937.8k $2.4m $2.4m 0.01% Reduced -803 -803