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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $51.02. Options: 1 managers hold calls ($269.8k notional), 2 hold puts ($3.3m).
Trends to Q3 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 |
| Q3 2025 | 336 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 157 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $1.2m | $0 | 0.00 |
| Q1 2025 | $119.5k | $77.9k | 0.65 |
| Q2 2025 | $0 | $407.4k | — |
| Q3 2025 | $269.8k | $3.3m | 12.22 |
Biggest buyers
| Scharf Investments, LLC | Added | +754.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +735.2k |
| Tidal Investments LLC | New | +333.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +308.5k |
| THOMPSON SIEGEL & WALMSLEY LLC | Added | +244.8k |
| Troluce Capital Advisors LLC | New | +220.0k |
| STATE STREET CORP | Added | +150.4k |
| DIMENSIONAL FUND ADVISORS LP | Added | +146.0k |
| Ruffer LLP | New | +145.7k |
| Balyasny Asset Management L.P. | Added | +127.0k |
Biggest sellers
| Pertento Partners LLP | Sold out | -996.3k |
| TRIAN FUND MANAGEMENT, L.P. | Sold out | -338.0k |
| Smead Capital Management, Inc. | Reduced | -205.6k |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | -189.1k |
| YACKTMAN ASSET MANAGEMENT LP | Reduced | -184.8k |
| ROYAL BANK OF CANADA | Reduced | -97.6k |
| Artisan Partners Limited Partnership | Reduced | -87.9k |
| CITADEL ADVISORS LLC | Reduced | -79.9k |
| FMR LLC | Reduced | -76.5k |
| ExodusPoint Capital Management, LP | Sold out | -70.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $269.8k5.3k shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $2.2m39.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1m20.7k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 1 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-18 | SAC HOLDING CORP +4 10% owner · Blackwater Investments, Inc. | Bought | —229.5k shares |
| 2025-09-18 | SHOEN MARK V 10% owner · Blackwater Investments, Inc. | Bought | —229.5k shares |
| 2025-09-18 | SHOEN EDWARD J President, director · Blackwater Investments, Inc. | Bought | —229.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 9.0m $458.6m | Reduced -69.1k |
| YACKTMAN ASSET MANAGEMENT LP 4.07% of their portfolio | 5.8m $295.3m | Reduced -184.8k |
| BlackRock, Inc. 0.00% of their portfolio | 5.5m $281.8m | Added +48.7k |
| FMR LLC 0.01% of their portfolio | 4.2m $216.2m | Reduced -76.5k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 3.6m $184.5m | Added +146.0k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 2.68% of their portfolio | 3.3m $165.5m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.50% of their portfolio | 3.2m $162.1m | Added +735.2k |
| Smead Capital Management, Inc. 2.59% of their portfolio | 2.6m $134.2m | Reduced -205.6k |
| STATE STREET CORP 0.00% of their portfolio | 2.4m $121.4m | Added +150.4k |
| Southpoint Capital Advisors LP 2.54% of their portfolio | 1.9m $96.7m | Added +50.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $89.7m | Added +57.9k |
| REINHART PARTNERS, LLC. 2.89% of their portfolio | 1.7m $88.9m | Reduced -4.8k |
| Artisan Partners Limited Partnership 0.09% of their portfolio | 1.2m $62.7m | Reduced -87.9k |
| Scharf Investments, LLC 1.15% of their portfolio | 902.2k $45.9m | Added +754.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.10% of their portfolio | 816.8k $41.6m | Added +69.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.66% of their portfolio | 802.3k $40.8m | Added +244.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 762.1k $38.8m | Reduced -1.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 613.1k $31.2m | Added +17.5k |
| MORGAN STANLEY 0.00% of their portfolio | 577.3k $29.4m | Reduced -19.5k |
| Tweedy, Browne Co LLC 2.05% of their portfolio | 464.6k $23.6m | Reduced -10.8k |
| Bayberry Capital Partners LP 6.70% of their portfolio | 457.2k $23.3m | Added +32.0k |
| Bruce & Co., Inc. 7.12% of their portfolio | 452.0k $23.0m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 408.6k $20.8m | Added +308.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 390.1k $19.9m | Added +99.1k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 372.0k $18.9m | Added +34.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 347.1k $17.7m | Added +1.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 346.5k $17.6m | Reduced -65.7k |
| Tidal Investments LLC 0.07% of their portfolio | 333.8k $17.0m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.33% of their portfolio | 270.0k $13.7m | Added +1.5k |
| Swiss National Bank 0.01% of their portfolio | 267.4k $13.6m | Reduced -24.9k |
| THIRD AVENUE MANAGEMENT LLC 2.49% of their portfolio | 259.2k $13.3m | Reduced -285 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 256.0k $13.0m | Reduced -13.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 253.8k $12.9m | Added +15.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 231.2k $11.8m | Added +119.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 229.7k $11.7m | Added +124.0k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 227.6k $11.6m | Added +127.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.04% of their portfolio | 220.8k $11.2m | Reduced -7.5k |
| Troluce Capital Advisors LLC 3.97% of their portfolio | 220.0k $11.2m | New |
| Legal & General Group Plc 0.00% of their portfolio | 217.7k $11.1m | Added +14.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 211.9k $10.8m | Reduced -9.1k |
| Invesco Ltd. 0.00% of their portfolio | 203.8k $10.4m | Added +23.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 197.5k $10.1m | Reduced -97.6k |
| UBS Group AG 0.00% of their portfolio | 197.3k $10.0m | Reduced -1.2k |
| Applied Fundamental Research, LLC 9.64% of their portfolio | 194.9k $9.9m | Added +24.0k |
| Harspring Capital Management, LLC 3.60% of their portfolio | 185.0k $9.4m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 178.1k $9.1m | Added +2.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 172.1k $8.8m | Reduced -7.2k |
| Vision Capital Management, Inc. 1.02% of their portfolio | 162.5k $8.3m | Reduced -3.5k |
| Midwest Trust Co 0.10% of their portfolio | 147.4k $7.5m | Reduced -11 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.28% of their portfolio | 147.3k $7.5m | Added +94.1k |
| Ruffer LLP 0.41% of their portfolio | 145.7k $7.4m | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 139.4k $7.1m | Added +17.9k |
| Nuveen, LLC 0.00% of their portfolio | 138.9k $7.1m | Reduced -5.0k |
| Amundi 0.00% of their portfolio | 138.7k $7.1m | Added +2.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 136.7k $7.0m | Added +63.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 118.0k $6.0m | Reduced -4.2k |
| Brandywine Global Investment Management, LLC 0.04% of their portfolio | 116.4k $5.9m | Added +290 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 112.2k $5.7m | Added +14.9k |
| Orvieto Partners, L.P. 4.70% of their portfolio | 108.9k $5.5m | Added +18.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 105.6k $5.4m | Reduced -13.2k |
| DNB Asset Management AS 0.02% of their portfolio | 105.5k $5.4m | Added +86.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 103.4k $5.3m | Added +1.7k |
| Mraz, Amerine & Associates, Inc. 0.82% of their portfolio | 103.1k $5.2m | Added +5.8k |
| Edgestream Partners, L.P. 0.15% of their portfolio | 101.0k $5.1m | Added +1.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 100.6k $5.1m | Reduced -2.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 98.6k $5.0m | Reduced -1.6k |
| Yost Capital Management, LP 5.86% of their portfolio | 94.8k $4.8m | Added +4.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 94.2k $4.8m | Reduced -1.9k |
| HARBOR CAPITAL ADVISORS, INC. 0.35% of their portfolio | 88.8k $4.5m | Reduced -189.1k |
| Diversified Investment Strategies, LLC 2.79% of their portfolio | 83.5k $4.2m | Added +2.8k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.75% of their portfolio | 82.8k $4.7m | Reduced -29.4k |
| GAMCO INVESTORS, INC. ET AL 0.04% of their portfolio | 81.5k $4.2m | Reduced -6.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 81.5k $4.1m | Reduced -427 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 77.1k $3.9m | Added +5.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 74.3k $3.8m | Unchanged |
| HRT FINANCIAL LP 0.01% of their portfolio | 64.1k $3.3m | Added +10.7k |
| Susquehanna Portfolio Strategies, LLC 0.05% of their portfolio | 57.3k $2.9m | New |
| CITIGROUP INC 0.00% of their portfolio | 56.7k $2.9m | Added +36.2k |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 55.5k $2.8m | Added +9.6k |
| Kerrisdale Advisers, LLC 1.46% of their portfolio | 55.2k $2.8m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 54.8k $2.8m | Reduced -10 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 52.9k $2.7m | Added +19.8k |
| RK Asset Management, LLC 2.45% of their portfolio | 52.9k $2.7m | Reduced -60 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.44% of their portfolio | 50.8k $2.6m | Reduced -512 |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 50.4k $2.6m | New |
| INKWELL CAPITAL LLC 2.59% of their portfolio | 49.9k $2.5m | Reduced -516 |
| Oppenheimer & Close, LLC 1.69% of their portfolio | 49.2k $2.5m | Added +3.6k |
| BARCLAYS PLC 0.00% of their portfolio | 47.6k $2.4m | Reduced -17.1k |
| BCGM Wealth Management, LLC 0.62% of their portfolio | 47.0k $2.4m | New |
| Freestone Grove Partners LP 0.02% of their portfolio | 46.7k $2.4m | New |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 45.5k $2.3m | Reduced -1.8k |
| Lakewood Asset Management LLC 1.38% of their portfolio | 45.0k $2.3m | Added +963 |
| Swedbank AB 0.00% of their portfolio | 44.8k $2.3m | Added +17.9k |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 44.4k $2.3m | Added +6.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 44.3k $2.3m | Reduced -79.9k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.06% of their portfolio | 43.4k $2.2m | New |
| KBC Group NV 0.01% of their portfolio | 43.2k $2.2m | Added +40.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.00% of their portfolio | 41.1k $2.1m | Reduced -3.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 41.1k $2.1m | Added +6.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio | 38.6k $2.0m | Added +5.7k |