Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

324 institutional holders -1 vs Q1 2025
64,193,48964.2m shares reported held*
$3.5bnreported value*
29 new 130 added 108 reduced 30 sold out net sold ≈ $17.7m (-343.9k 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.38. Options: 1 managers hold calls ($0 notional), 3 hold puts ($407.4k).

Trends to Q2 2025

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: 315Q1 25: 325Q2 25: 324324Q4 22Q2 23Q4 23Q2 24Q4 24Q2 25
Numbers
QuarterHolders
Q4 2022269
Q1 2023281
Q2 2023282
Q3 2023255
Q4 2023283
Q1 2024287
Q2 2024283
Q3 2024293
Q4 2024315
Q1 2025325
Q2 2025324

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 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 24Q1 25: 147 bought or addedQ1 25: 131 cut or sold outQ2 25: 159 bought or addedQ2 25: 138 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023107127
Q4 2023130109
Q1 2024116132
Q2 2024148118
Q3 2024139115
Q4 2024138126
Q1 2025147131
Q2 2025159138

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 24 calls: $705.6kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $1.2mQ4 24 puts: $0Q4 24P/C 0.00Q1 25 calls: $119.5kQ1 25 puts: $77.9kQ1 25P/C 0.65Q2 25 calls: $0Q2 25 puts: $407.4kQ2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$705.6k$00.00
Q4 2024$1.2m$00.00
Q1 2025$119.5k$77.9k0.65
Q2 2025$0$407.4k—

Biggest buyers

Smead Capital Management, Inc. Added +441,264+441.3k
STATE OF WISCONSIN INVESTMENT BOARD Added +275,245+275.2k
FMR LLC Added +207,913+207.9k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +172,213+172.2k
ROYAL BANK OF CANADA Added +154,887+154.9k
THOMPSON SIEGEL & WALMSLEY LLC Added +120,306+120.3k
BANK OF AMERICA CORP /DE/ Added +107,925+107.9k
Balyasny Asset Management L.P. New +100,594+100.6k
Edgestream Partners, L.P. New +99,579+99.6k
GOLDMAN SACHS GROUP INC Added +88,417+88.4k

Biggest sellers

Scharf Investments, LLC Reduced -837,792-837.8k
TRIAN FUND MANAGEMENT, L.P. Reduced -786,669-786.7k
NORTHERN TRUST CORP Reduced -209,311-209.3k
Long Pond Capital, LP Sold out -188,407-188.4k
FINANCIAL COUNSELORS INC Sold out -146,540-146.5k
Zuckerman Investment Group, LLC Sold out -114,111-114.1k
SCHWARTZ INVESTMENT COUNSEL INC Sold out -97,200-97.2k
STATE STREET CORP Reduced -75,094-75.1k
VICTORY CAPITAL MANAGEMENT INC Reduced -62,677-62.7k
WELLINGTON MANAGEMENT GROUP LLP Reduced -55,494-55.5k

Biggest calls

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $353.4k6.5k shares
SIMPLEX TRADING, LLC Reduced $54.0k1.0k 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 Q2 2025

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
101Q3 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 24Q1 25: 0 buyingQ1 25: 1 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—1$193.0k—
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$201.1k—
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 9,077,9969.1m $493.6m $493.6m 0.01% Reduced -48.0k -48,043
2 YACKTMAN ASSET MANAGEMENT LP 4.37% of their portfolio AUSTIN, TX 5,986,4656.0m $325.5m $325.5m 4.37% Reduced -8.3k -8,335
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 5,487,8785.5m $298.4m $298.4m 0.01% Added +32.9k +32,851
4 FMR LLC 0.01% of their portfolio BOSTON, MA 4,324,0474.3m $235.1m $235.1m 0.01% Added +207.9k +207,913
5 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 3,478,9253.5m $189.2m $189.2m 0.04% Reduced -36.1k -36,071
6 ABRAMS CAPITAL MANAGEMENT, L.P. 2.89% of their portfolio Boston, MA 3,251,4693.3m $176.8m $176.8m 2.89% Unchanged
7 Smead Capital Management, Inc. 3.09% of their portfolio Phoenix, AZ 2,842,3832.8m $154.5m $154.5m 3.09% Added +441.3k +441,264
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.43% of their portfolio Los Angeles, CA 2,449,3092.4m $133.2m $133.2m 0.43% Added +172.2k +172,213
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,233,7782.2m $121.5m $121.5m 0.00% Reduced -75.1k -75,094
10 Southpoint Capital Advisors LP 2.53% of their portfolio NEW YORK, NY 1,850,0001.9m $100.6m $100.6m 2.53% Added +50.0k +50,000
11 REINHART PARTNERS, LLC. 3.25% of their portfolio MEQUON, WI 1,752,2701.8m $95.3m $95.3m 3.25% Reduced -4.0k -4,044
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,709,7121.7m $92.7m $92.7m 0.01% Added +17.3k +17,257
13 Artisan Partners Limited Partnership 0.11% of their portfolio Milwaukee, WI 1,319,7141.3m $71.8m $71.8m 0.11% Reduced -16.7k -16,663
14 Pertento Partners LLP 6.12% of their portfolio LONDON, X0 996,304996.3k $54.2m $54.2m 6.12% Added +13.9k +13,879
15 NORGES BANK 0.01% of their portfolio OSLO, Q8 948,601948.6k $51.6m $51.6m 0.01% Reduced -12.4k -12,400
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 763,501763.5k $41.5m $41.5m 0.01% Added +23.0k +23,012
17 STATE OF WISCONSIN INVESTMENT BOARD 0.10% of their portfolio MADISON, WI 747,114747.1k $40.6m $40.6m 0.10% Added +275.2k +275,245
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 596,714596.7k $32.4m $32.4m 0.00% Added +53.3k +53,262
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 595,601595.6k $32.4m $32.4m 0.00% Reduced -209.3k -209,311
20 THOMPSON SIEGEL & WALMSLEY LLC 0.51% of their portfolio RICHMOND, VA 557,466557.5k $30.3m $30.3m 0.51% Added +120.3k +120,306
21 Tweedy, Browne Co LLC 2.40% of their portfolio Stamford, CT 475,351475.4k $25.8m $25.8m 2.40% Reduced -5.1k -5,073
22 Bruce & Co., Inc. 7.97% of their portfolio CHICAGO, IL 452,000452.0k $24.6m $24.6m 7.97% Unchanged
23 Bayberry Capital Partners LP 7.64% of their portfolio NEW YORK, NY 425,141425.1k $23.1m $23.1m 7.64% Reduced -7.9k -7,859
24 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 412,164412.2k $22.4m $22.4m 0.00% Reduced -55.5k -55,494
25 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 345,721345.7k $18.8m $18.8m 0.00% Reduced -41.1k -41,053
26 TRIAN FUND MANAGEMENT, L.P. 0.48% of their portfolio NEW YORK, NY 338,031338.0k $18.4m $18.4m 0.48% Reduced -786.7k -786,669
27 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 337,933337.9k $18.4m $18.4m 0.01% Reduced -18.2k -18,203
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 295,124295.1k $16.0m $16.0m 0.00% Added +154.9k +154,887
29 Swiss National Bank 0.01% of their portfolio ZURICH, V8 292,331292.3k $15.9m $15.9m 0.01% Added +19.3k +19,300
30 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio WEST SACRAMENTO, CA 291,075291.1k $15.8m $15.8m 0.02% Added +46.4k +46,363
31 HARBOR CAPITAL ADVISORS, INC. 0.63% of their portfolio CHICAGO, IL 277,829277.8k $15.1m $15.1m 0.63% Added +17.4k +17,357
32 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 269,280269.3k $14.6m $14.6m 0.00% Added +88.4k +88,417
33 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.39% of their portfolio TEANECK, NJ 268,501268.5k $14.6m $14.6m 0.39% Added +4.1k +4,089
34 THIRD AVENUE MANAGEMENT LLC 2.91% of their portfolio NEW YORK, NY 259,510259.5k $14.1m $14.1m 2.91% Added +9.6k +9,645
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 238,060238.1k $12.9m $12.9m 0.00% Added +107.9k +107,925
36 FULLER & THALER ASSET MANAGEMENT, INC. 0.05% of their portfolio SAN MATEO, CA 228,320228.3k $12.4m $12.4m 0.05% Added +4.2k +4,186
37 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 221,016221.0k $12.0m $12.0m 0.01% Added +63.4k +63,350
38 Legal & General Group Plc 0.00% of their portfolio London, X0 203,454203.5k $11.1m $11.1m 0.00% Added +722 +722
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 198,546198.5k $10.8m $10.8m 0.00% Added +16.9k +16,860
40 Harspring Capital Management, LLC 3.54% of their portfolio NEW YORK, NY 185,000185.0k $10.1m $10.1m 3.54% Unchanged
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 180,212180.2k $9.8m $9.8m 0.00% Reduced -6.9k -6,854
42 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 179,340179.3k $9.8m $9.8m 0.00% Added +15.8k +15,844
43 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 175,195175.2k $9.5m $9.5m 0.01% Reduced -2.3k -2,329
44 Applied Fundamental Research, LLC 8.23% of their portfolio CAMBRIDGE, MA 170,824170.8k $9.3m $9.3m 8.23% Reduced -23.4k -23,375
45 Vision Capital Management, Inc. 1.19% of their portfolio PORTLAND, OR 166,003166.0k $9.0m $9.0m 1.19% Added +8.2k +8,242
46 Scharf Investments, LLC 0.26% of their portfolio LOS GATOS, CA 148,257148.3k $9.0m $9.0m 0.26% Reduced -837.8k -837,792
47 Midwest Trust Co 0.11% of their portfolio Overland Park, KS 147,431147.4k $8.0m $8.0m 0.11% First filing
48 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 143,928143.9k $7.8m $7.8m 0.00% Reduced -49.7k -49,733
49 Amundi 0.00% of their portfolio Paris, I0 136,382136.4k $7.6m $7.6m 0.00% Added +57.4k +57,423
50 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 124,230124.2k $6.8m $6.8m 0.01% Added +6.1k +6,065
51 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 122,120122.1k $6.6m $6.6m 0.01% Added +646 +646
52 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 121,456121.5k $6.6m $6.6m 0.00% Added +38.3k +38,325
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 118,825118.8k $6.5m $6.5m 0.00% Reduced -422 -422
54 Brandywine Global Investment Management, LLC 0.04% of their portfolio PHILADELPHIA, PA 116,146116.1k $6.3m $6.3m 0.04% Reduced -2.6k -2,555
55 CREDIT INDUSTRIEL ET COMMERCIAL 0.97% of their portfolio PARIS FRANCE, I0 112,200112.2k $6.1m $6.1m 0.97% Added +49.4k +49,380
56 D. E. Shaw & Co., Inc. 0.01% of their portfolio New York, NY 111,375111.4k $6.1m $6.1m 0.01% Added +5.8k +5,824
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 105,713105.7k $5.7m $5.7m 0.01% Reduced -33.5k -33,478
58 STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio LYSAKER, Q8 103,459103.5k $5.6m $5.6m 0.02% Reduced -9.0k -9,001
59 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 101,745101.7k $5.5m $5.5m 0.00% Added +11.2k +11,193
60 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 100,594100.6k $5.5m $5.5m 0.01% New
61 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 100,201100.2k $5.4m $5.4m 0.01% Added +1.1k +1,090
62 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 100,141100.1k $5.4m $5.4m 0.00% Added +2.2k +2,226
63 Edgestream Partners, L.P. 0.15% of their portfolio Princeton, NJ 99,57999.6k $5.4m $5.4m 0.15% New
64 Mraz, Amerine & Associates, Inc. 0.85% of their portfolio Modesto, CA 97,27397.3k $5.3m $5.3m 0.85% Added +8.1k +8,096
65 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 97,27097.3k $5.3m $5.3m 0.00% Reduced -29.8k -29,783
66 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 96,04096.0k $5.2m $5.2m 0.01% Reduced -342 -342
67 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 95,00095.0k $5.2m $5.2m 0.01% Reduced -19.5k -19,500
68 Orvieto Partners, L.P. 4.37% of their portfolio BOSTON, MA 90,40290.4k $4.9m $4.9m 4.37% Added +33.2k +33,152
69 Yost Capital Management, LP 6.71% of their portfolio HOUSTON, TX 90,00090.0k $4.9m $4.9m 6.71% Unchanged
70 GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio GREENWICH, CT 87,76887.8k $4.8m $4.8m 0.05% New
71 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 81,90281.9k $4.5m $4.5m 0.00% Unchanged
72 Capula Management Ltd 0.05% of their portfolio Grand Cayman, E9 80,93580.9k $4.4m $4.4m 0.05% Reduced -17.3k -17,326
73 Diversified Investment Strategies, LLC 2.97% of their portfolio BATON ROUGE, LA 80,66680.7k $4.4m $4.4m 2.97% Added +150 +150
74 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 74,25374.3k $4.0m $4.0m 0.01% Unchanged
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 72,97673.0k $4.0m $4.0m 0.00% Reduced -15.2k -15,240
76 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 71,75971.8k $3.9m $3.9m 0.00% Added +1.8k +1,826
77 ExodusPoint Capital Management, LP 0.05% of their portfolio NEW YORK, NY 70,28770.3k $3.8m $3.8m 0.05% Added +48.4k +48,367
78 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 65,53465.5k $3.6m $3.6m 0.00% Reduced -62.7k -62,677
79 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 64,73764.7k $3.5m $3.5m 0.00% Reduced -1.2k -1,196
80 Kerrisdale Advisers, LLC 1.57% of their portfolio Miami, FL 55,24155.2k $3.0m $3.0m 1.57% Unchanged
81 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 54,77154.8k $3.0m $3.0m 0.00% Reduced -6.6k -6,646
82 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 53,38653.4k $2.9m $2.9m 0.02% Added +16.1k +16,087
83 DARK FOREST CAPITAL MANAGEMENT LP 0.12% of their portfolio NEW YORK, NY 53,22653.2k $2.9m $2.9m 0.12% Added +9.8k +9,817
84 RK Asset Management, LLC 2.77% of their portfolio GROSSE POINTE FARMS, MI 52,96653.0k $2.9m $2.9m 2.77% Reduced -2.8k -2,759
85 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.62% of their portfolio NEWPORT BEACH, CA 51,34951.3k $2.8m $2.8m 0.62% Reduced -296 -296
86 INKWELL CAPITAL LLC 2.94% of their portfolio MIAMI, FL 50,43550.4k $2.7m $2.7m 2.94% Added +17.6k +17,625
87 Richard Bernstein Advisors LLC 0.07% of their portfolio NEW YORK, NY 49,92649.9k $2.7m $2.7m 0.07% Unchanged
88 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 49,33849.3k $2.7m $2.7m 0.00% Added +29.4k +29,396
89 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 47,24147.2k $2.6m $2.6m 0.01% Reduced -5.7k -5,723
90 Pictet Asset Management Holding SA 0.00% of their portfolio CAROUGE, V8 45,85745.9k $2.5m $2.5m 0.00% Added +5.2k +5,249
91 Oppenheimer & Close, LLC 1.90% of their portfolio NEW YORK, NY 45,57945.6k $2.5m $2.5m 1.90% Reduced -595 -595
92 Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio TOKYO, M0 44,26844.3k $2.4m $2.4m 0.01% Reduced -2.9k -2,921
93 Lakewood Asset Management LLC 1.60% of their portfolio NAPERVILLE, IL 44,00644.0k $2.4m $2.4m 1.60% Reduced -261 -261
94 DANSKE BANK A/S 0.01% of their portfolio COPENHAGEN V, G7 41,68141.7k $2.3m $2.3m 0.01% Added +3.5k +3,531
95 Asset Management One Co., Ltd. 0.01% of their portfolio TOKYO, M0 40,16340.2k $2.2m $2.2m 0.01% Added +3.2k +3,155
96 TWINBEECH CAPITAL LP 0.05% of their portfolio PURCHASE, NY 40,14940.1k $2.2m $2.2m 0.05% New
97 Chemistry Wealth Management LLC 0.45% of their portfolio NEW YORK, NY 38,87238.9k $2.1m $2.1m 0.45% Added +1.7k +1,673
98 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 38,67438.7k $2.1m $2.1m 0.00% Reduced -37.2k -37,218
99 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 38,03038.0k $2.1m $2.1m 0.02% Unchanged
100 Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio TRENTON, NJ 37,76937.8k $2.1m $2.1m 0.02% Added +1.4k +1,439