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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q4 2022 | 269 |
| Q1 2023 | 281 |
| Q2 2023 | 282 |
| Q3 2023 | 255 |
| Q4 2023 | 283 |
| Q1 2024 | 287 |
| Q2 2024 | 283 |
| Q3 2024 | 293 |
| Q4 2024 | 315 |
| Q1 2025 | 325 |
| Q2 2025 | 324 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 107 | 127 |
| Q4 2023 | 130 | 109 |
| Q1 2024 | 116 | 132 |
| Q2 2024 | 148 | 118 |
| Q3 2024 | 139 | 115 |
| Q4 2024 | 138 | 126 |
| Q1 2025 | 147 | 131 |
| Q2 2025 | 159 | 138 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $705.6k | $0 | 0.00 |
| Q4 2024 | $1.2m | $0 | 0.00 |
| Q1 2025 | $119.5k | $77.9k | 0.65 |
| Q2 2025 | $0 | $407.4k | — |
Biggest buyers
| Smead Capital Management, Inc. | Added | +441.3k |
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +275.2k |
| FMR LLC | Added | +207.9k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +172.2k |
| ROYAL BANK OF CANADA | Added | +154.9k |
| THOMPSON SIEGEL & WALMSLEY LLC | Added | +120.3k |
| BANK OF AMERICA CORP /DE/ | Added | +107.9k |
| Balyasny Asset Management L.P. | New | +100.6k |
| Edgestream Partners, L.P. | New | +99.6k |
| GOLDMAN SACHS GROUP INC | Added | +88.4k |
Biggest sellers
| Scharf Investments, LLC | Reduced | -837.8k |
| TRIAN FUND MANAGEMENT, L.P. | Reduced | -786.7k |
| NORTHERN TRUST CORP | Reduced | -209.3k |
| Long Pond Capital, LP | Sold out | -188.4k |
| FINANCIAL COUNSELORS INC | Sold out | -146.5k |
| Zuckerman Investment Group, LLC | Sold out | -114.1k |
| SCHWARTZ INVESTMENT COUNSEL INC | Sold out | -97.2k |
| STATE STREET CORP | Reduced | -75.1k |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -62.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -55.5k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 1 | $193.0k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $201.1k | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 9.1m $493.6m | Reduced -48.0k |
| YACKTMAN ASSET MANAGEMENT LP 4.37% of their portfolio | 6.0m $325.5m | Reduced -8.3k |
| BlackRock, Inc. 0.01% of their portfolio | 5.5m $298.4m | Added +32.9k |
| FMR LLC 0.01% of their portfolio | 4.3m $235.1m | Added +207.9k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.5m $189.2m | Reduced -36.1k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 2.89% of their portfolio | 3.3m $176.8m | Unchanged |
| Smead Capital Management, Inc. 3.09% of their portfolio | 2.8m $154.5m | Added +441.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.43% of their portfolio | 2.4m $133.2m | Added +172.2k |
| STATE STREET CORP 0.00% of their portfolio | 2.2m $121.5m | Reduced -75.1k |
| Southpoint Capital Advisors LP 2.53% of their portfolio | 1.9m $100.6m | Added +50.0k |
| REINHART PARTNERS, LLC. 3.25% of their portfolio | 1.8m $95.3m | Reduced -4.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.7m $92.7m | Added +17.3k |
| Artisan Partners Limited Partnership 0.11% of their portfolio | 1.3m $71.8m | Reduced -16.7k |
| Pertento Partners LLP 6.12% of their portfolio | 996.3k $54.2m | Added +13.9k |
| NORGES BANK 0.01% of their portfolio | 948.6k $51.6m | Reduced -12.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 763.5k $41.5m | Added +23.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.10% of their portfolio | 747.1k $40.6m | Added +275.2k |
| MORGAN STANLEY 0.00% of their portfolio | 596.7k $32.4m | Added +53.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 595.6k $32.4m | Reduced -209.3k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.51% of their portfolio | 557.5k $30.3m | Added +120.3k |
| Tweedy, Browne Co LLC 2.40% of their portfolio | 475.4k $25.8m | Reduced -5.1k |
| Bruce & Co., Inc. 7.97% of their portfolio | 452.0k $24.6m | Unchanged |
| Bayberry Capital Partners LP 7.64% of their portfolio | 425.1k $23.1m | Reduced -7.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 412.2k $22.4m | Reduced -55.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 345.7k $18.8m | Reduced -41.1k |
| TRIAN FUND MANAGEMENT, L.P. 0.48% of their portfolio | 338.0k $18.4m | Reduced -786.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 337.9k $18.4m | Reduced -18.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 295.1k $16.0m | Added +154.9k |
| Swiss National Bank 0.01% of their portfolio | 292.3k $15.9m | Added +19.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 291.1k $15.8m | Added +46.4k |
| HARBOR CAPITAL ADVISORS, INC. 0.63% of their portfolio | 277.8k $15.1m | Added +17.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 269.3k $14.6m | Added +88.4k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.39% of their portfolio | 268.5k $14.6m | Added +4.1k |
| THIRD AVENUE MANAGEMENT LLC 2.91% of their portfolio | 259.5k $14.1m | Added +9.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 238.1k $12.9m | Added +107.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.05% of their portfolio | 228.3k $12.4m | Added +4.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 221.0k $12.0m | Added +63.4k |
| Legal & General Group Plc 0.00% of their portfolio | 203.5k $11.1m | Added +722 |
| UBS Group AG 0.00% of their portfolio | 198.5k $10.8m | Added +16.9k |
| Harspring Capital Management, LLC 3.54% of their portfolio | 185.0k $10.1m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 180.2k $9.8m | Reduced -6.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 179.3k $9.8m | Added +15.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 175.2k $9.5m | Reduced -2.3k |
| Applied Fundamental Research, LLC 8.23% of their portfolio | 170.8k $9.3m | Reduced -23.4k |
| Vision Capital Management, Inc. 1.19% of their portfolio | 166.0k $9.0m | Added +8.2k |
| Scharf Investments, LLC 0.26% of their portfolio | 148.3k $9.0m | Reduced -837.8k |
| Midwest Trust Co 0.11% of their portfolio | 147.4k $8.0m | First filing |
| Nuveen, LLC 0.00% of their portfolio | 143.9k $7.8m | Reduced -49.7k |
| Amundi 0.00% of their portfolio | 136.4k $7.6m | Added +57.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 124.2k $6.8m | Added +6.1k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 122.1k $6.6m | Added +646 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 121.5k $6.6m | Added +38.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 118.8k $6.5m | Reduced -422 |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 116.1k $6.3m | Reduced -2.6k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.97% of their portfolio | 112.2k $6.1m | Added +49.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 111.4k $6.1m | Added +5.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 105.7k $5.7m | Reduced -33.5k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 103.5k $5.6m | Reduced -9.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 101.7k $5.5m | Added +11.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 100.6k $5.5m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 100.2k $5.4m | Added +1.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 100.1k $5.4m | Added +2.2k |
| Edgestream Partners, L.P. 0.15% of their portfolio | 99.6k $5.4m | New |
| Mraz, Amerine & Associates, Inc. 0.85% of their portfolio | 97.3k $5.3m | Added +8.1k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 97.3k $5.3m | Reduced -29.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 96.0k $5.2m | Reduced -342 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 95.0k $5.2m | Reduced -19.5k |
| Orvieto Partners, L.P. 4.37% of their portfolio | 90.4k $4.9m | Added +33.2k |
| Yost Capital Management, LP 6.71% of their portfolio | 90.0k $4.9m | Unchanged |
| GAMCO INVESTORS, INC. ET AL 0.05% of their portfolio | 87.8k $4.8m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 81.9k $4.5m | Unchanged |
| Capula Management Ltd 0.05% of their portfolio | 80.9k $4.4m | Reduced -17.3k |
| Diversified Investment Strategies, LLC 2.97% of their portfolio | 80.7k $4.4m | Added +150 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 74.3k $4.0m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 73.0k $4.0m | Reduced -15.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 71.8k $3.9m | Added +1.8k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 70.3k $3.8m | Added +48.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 65.5k $3.6m | Reduced -62.7k |
| BARCLAYS PLC 0.00% of their portfolio | 64.7k $3.5m | Reduced -1.2k |
| Kerrisdale Advisers, LLC 1.57% of their portfolio | 55.2k $3.0m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.8k $3.0m | Reduced -6.6k |
| HRT FINANCIAL LP 0.02% of their portfolio | 53.4k $2.9m | Added +16.1k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.12% of their portfolio | 53.2k $2.9m | Added +9.8k |
| RK Asset Management, LLC 2.77% of their portfolio | 53.0k $2.9m | Reduced -2.8k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.62% of their portfolio | 51.3k $2.8m | Reduced -296 |
| INKWELL CAPITAL LLC 2.94% of their portfolio | 50.4k $2.7m | Added +17.6k |
| Richard Bernstein Advisors LLC 0.07% of their portfolio | 49.9k $2.7m | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 49.3k $2.7m | Added +29.4k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 47.2k $2.6m | Reduced -5.7k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 45.9k $2.5m | Added +5.2k |
| Oppenheimer & Close, LLC 1.90% of their portfolio | 45.6k $2.5m | Reduced -595 |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 44.3k $2.4m | Reduced -2.9k |
| Lakewood Asset Management LLC 1.60% of their portfolio | 44.0k $2.4m | Reduced -261 |
| DANSKE BANK A/S 0.01% of their portfolio | 41.7k $2.3m | Added +3.5k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 40.2k $2.2m | Added +3.2k |
| TWINBEECH CAPITAL LP 0.05% of their portfolio | 40.1k $2.2m | New |
| Chemistry Wealth Management LLC 0.45% of their portfolio | 38.9k $2.1m | Added +1.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 38.7k $2.1m | Reduced -37.2k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 38.0k $2.1m | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 37.8k $2.1m | Added +1.4k |