Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

314 institutional holders -22 vs Q3 2025
63,747,56563.7m shares reported held*
$3.0bnreported value*
37 new 96 added 129 reduced 67 sold out net sold ≈ $107.1m (-2.3m 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 ($4.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.75. Options: 1 managers hold calls ($481.4k notional), 2 hold puts ($285.1k).

Trends to Q4 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: 324Q3 25: 336Q4 25: 314314Q4 22Q3 23Q2 24Q1 25Q4 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
Q3 2025336
Q4 2025314

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 157 bought or addedQ3 25: 154 cut or sold outQ4 25: 133 bought or addedQ4 25: 196 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024116132
Q2 2024148118
Q3 2024139115
Q4 2024138126
Q1 2025147131
Q2 2025159138
Q3 2025157154
Q4 2025133196

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ1 25 calls: $119.5kQ1 25 puts: $77.9kQ1 25P/C 0.65Q2 25 calls: $0Q2 25 puts: $407.4kQ2 25P/C —Q3 25 calls: $269.8kQ3 25 puts: $3.3mQ3 25P/C 12.22Q4 25 calls: $481.4kQ4 25 puts: $285.1kQ4 25P/C 0.59
Numbers
QuarterCallsPutsP/C
Q1 2025$119.5k$77.9k0.65
Q2 2025$0$407.4k—
Q3 2025$269.8k$3.3m12.22
Q4 2025$481.4k$285.1k0.59

Biggest buyers

D. E. Shaw & Co., Inc. Added +412,548+412.5k
DIMENSIONAL FUND ADVISORS LP Added +404,145+404.1k
Estuary Capital Management LP New +339,852+339.9k
JANE STREET GROUP, LLC New +233,266+233.3k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Added +199,053+199.1k
FULLER & THALER ASSET MANAGEMENT, INC. Added +186,095+186.1k
MILLENNIUM MANAGEMENT LLC Added +178,101+178.1k
THOMPSON SIEGEL & WALMSLEY LLC Added +170,495+170.5k
Ruffer LLP Added +159,283+159.3k
NFC Investments, LLC New +144,212+144.2k

Biggest sellers

BlackRock, Inc. Reduced -909,313-909.3k
STATE STREET CORP Reduced -580,244-580.2k
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Reduced -298,051-298.1k
Troluce Capital Advisors LLC Sold out -220,000-220.0k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduced -211,579-211.6k
Artisan Partners Limited Partnership Reduced -193,827-193.8k
Sumitomo Mitsui Trust Group, Inc. Sold out -178,082-178.1k
Smead Capital Management, Inc. Reduced -169,816-169.8k
STATE OF WISCONSIN INVESTMENT BOARD Reduced -167,097-167.1k
VANGUARD GROUP INC Reduced -165,467-165.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $481.4k10.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $205.7k4.4k shares
SIMPLEX TRADING, LLC Reduced $79.5k1.7k 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 Q4 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
101Q1 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 25Q3 25: 1 buyingQ3 25: 0 sellingQ4 25: 0 buyingQ4 25: 0 sellingQ4 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20240—1$193.0k—
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$201.1k—
Q2 20250—0——
Q3 20251—0——
Q4 20250—0——

None reported in Q4 2025.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,843,4788.8m $413.3m $413.3m 0.01% Reduced -165.5k -165,467
2 YACKTMAN ASSET MANAGEMENT LP 3.79% of their portfolio AUSTIN, TX 5,787,3945.8m $270.5m $270.5m 3.79% Reduced -14.2k -14,226
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,627,2634.6m $216.3m $216.3m 0.00% Reduced -909.3k -909,313
4 FMR LLC 0.01% of their portfolio BOSTON, MA 4,212,6864.2m $196.9m $196.9m 0.01% Reduced -34.8k -34,822
5 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 4,029,1184.0m $188.3m $188.3m 0.04% Added +404.1k +404,145
6 ABRAMS CAPITAL MANAGEMENT, L.P. 2.68% of their portfolio Boston, MA 3,251,4693.3m $152.0m $152.0m 2.68% Unchanged
7 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.45% of their portfolio Los Angeles, CA 3,226,8323.2m $150.8m $150.8m 0.45% Added +42.3k +42,344
8 Smead Capital Management, Inc. 2.39% of their portfolio Phoenix, AZ 2,467,0112.5m $115.3m $115.3m 2.39% Reduced -169.8k -169,816
9 Southpoint Capital Advisors LP 2.06% of their portfolio NEW YORK, NY 1,900,0001.9m $88.8m $88.8m 2.06% Unchanged
10 REINHART PARTNERS, LLC. 2.55% of their portfolio MEQUON, WI 1,822,5771.8m $85.2m $85.2m 2.55% Added +75.1k +75,118
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,803,9081.8m $84.3m $84.3m 0.00% Reduced -580.2k -580,244
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,764,3021.8m $82.5m $82.5m 0.01% Reduced -3.3k -3,299
13 Artisan Partners Limited Partnership 0.07% of their portfolio Milwaukee, WI 1,038,0131.0m $48.5m $48.5m 0.07% Reduced -193.8k -193,827
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,010,2711.0m $47.2m $47.2m 0.01% Not comparable
15 THOMPSON SIEGEL & WALMSLEY LLC 0.77% of their portfolio RICHMOND, VA 972,788972.8k $45.5m $45.5m 0.77% Added +170.5k +170,495
16 Scharf Investments, LLC 1.03% of their portfolio LOS GATOS, CA 821,963822.0k $38.4m $38.4m 1.03% Reduced -80.3k -80,271
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 784,666784.7k $36.7m $36.7m 0.01% Added +22.5k +22,517
18 STATE OF WISCONSIN INVESTMENT BOARD 0.07% of their portfolio MADISON, WI 649,683649.7k $30.4m $30.4m 0.07% Reduced -167.1k -167,097
19 D. E. Shaw & Co., Inc. 0.02% of their portfolio New York, NY 643,795643.8k $30.1m $30.1m 0.02% Added +412.5k +412,548
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 529,009529.0k $24.7m $24.7m 0.00% Reduced -84.1k -84,116
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 494,365494.4k $23.1m $23.1m 0.00% Reduced -82.9k -82,889
22 Tweedy, Browne Co LLC 1.76% of their portfolio Stamford, CT 466,217466.2k $21.8m $21.8m 1.76% Added +1.7k +1,652
23 Bruce & Co., Inc. 6.55% of their portfolio CHICAGO, IL 452,000452.0k $21.1m $21.1m 6.55% Unchanged
24 Bayberry Capital Partners LP 6.23% of their portfolio NEW YORK, NY 414,154414.2k $19.4m $19.4m 6.23% Reduced -43.0k -43,000
25 FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio SAN MATEO, CA 406,942406.9k $19.0m $19.0m 0.03% Added +186.1k +186,095
26 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 390,035390.0k $18.2m $18.2m 0.01% Added +178.1k +178,101
27 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 389,811389.8k $18.2m $18.2m 0.01% Added +17.8k +17,786
28 Estuary Capital Management LP 2.82% of their portfolio WAYZATA, MN 339,852339.9k $15.9m $15.9m 2.82% New
29 Tidal Investments LLC 0.06% of their portfolio Milwaukee, WI 321,812321.8k $15.0m $15.0m 0.06% Reduced -12.0k -12,007
30 Ruffer LLP 0.65% of their portfolio LONDON, X0 304,952305.0k $14.3m $14.3m 0.65% Added +159.3k +159,283
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 278,419278.4k $13.0m $13.0m 0.00% Reduced -68.6k -68,644
32 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.29% of their portfolio TEANECK, NJ 264,683264.7k $12.4m $12.4m 0.29% Reduced -5.3k -5,313
33 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 261,350261.4k $12.2m $12.2m 0.00% Reduced -85.2k -85,160
34 THIRD AVENUE MANAGEMENT LLC 2.20% of their portfolio NEW YORK, NY 259,246259.2k $12.1m $12.1m 2.20% Added +21 +21
35 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 239,399239.4k $11.2m $11.2m 0.02% Added +9.7k +9,717
36 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 233,266233.3k $10.9m $10.9m 0.01% New
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 232,444232.4k $10.9m $10.9m 0.00% Reduced -21.4k -21,401
38 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio BOSTON, MA 218,283218.3k $10.2m $10.2m 0.01% Added +199.1k +199,053
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 216,283216.3k $10.1m $10.1m 0.00% Added +18.8k +18,783
40 Applied Fundamental Research, LLC 9.84% of their portfolio CAMBRIDGE, MA 212,026212.0k $9.9m $9.9m 9.84% Added +17.2k +17,156
41 Swiss National Bank 0.01% of their portfolio ZURICH, V8 208,700208.7k $9.8m $9.8m 0.01% Reduced -58.7k -58,731
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 197,047197.0k $9.2m $9.2m 0.00% Reduced -211.6k -211,579
43 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 190,709190.7k $8.9m $8.9m 0.00% Reduced -13.1k -13,105
44 Harspring Capital Management, LLC 3.21% of their portfolio NEW YORK, NY 185,000185.0k $8.6m $8.6m 3.21% Unchanged
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 171,502171.5k $8.0m $8.0m 0.00% Reduced -84.5k -84,502
46 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 157,908157.9k $7.4m $7.4m 0.00% Reduced -14.2k -14,213
47 Vision Capital Management, Inc. 0.88% of their portfolio PORTLAND, OR 156,939156.9k $7.3m $7.3m 0.88% Reduced -5.5k -5,519
48 DARK FOREST CAPITAL MANAGEMENT LP 0.33% of their portfolio NEW YORK, NY 156,067156.1k $7.3m $7.3m 0.33% Added +8.7k +8,741
49 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 153,135153.1k $7.2m $7.2m 0.00% Added +13.8k +13,753
50 Midwest Trust Co 0.09% of their portfolio Overland Park, KS 148,620148.6k $6.9m $6.9m 0.09% Added +1.2k +1,200
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 146,517146.5k $6.8m $6.8m 0.00% Added +34.4k +34,365
52 NFC Investments, LLC 1.90% of their portfolio MEMPHIS, TN 144,212144.2k $6.7m $6.7m 1.90% New
53 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 132,582132.6k $6.2m $6.2m 0.01% Reduced -95.0k -94,984
54 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 118,628118.6k $5.5m $5.5m 0.01% New
55 Oppenheimer & Close, LLC 3.72% of their portfolio NEW YORK, NY 116,768116.8k $5.5m $5.5m 3.72% Added +67.6k +67,605
56 Mraz, Amerine & Associates, Inc. 0.77% of their portfolio Modesto, CA 111,178111.2k $5.2m $5.2m 0.77% Added +8.1k +8,075
57 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 109,691109.7k $5.1m $5.1m 0.00% Reduced -29.3k -29,253
58 Legal & General Group Plc 0.00% of their portfolio London, X0 102,631102.6k $4.8m $4.8m 0.00% Reduced -115.0k -115,043
59 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 102,411102.4k $4.8m $4.8m 0.01% Added +87.4k +87,399
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 101,041101.0k $4.7m $4.7m 0.00% Reduced -16.9k -16,918
61 HARBOR CAPITAL ADVISORS, INC. 0.36% of their portfolio CHICAGO, IL 98,13998.1k $4.6m $4.6m 0.36% Added +9.4k +9,383
62 STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio LYSAKER, Q8 97,86297.9k $4.6m $4.6m 0.01% Reduced -2.7k -2,708
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 92,08392.1k $4.3m $4.3m 0.00% Reduced -298.1k -298,051
64 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 86,94086.9k $4.1m $4.1m 0.01% Reduced -7.2k -7,226
65 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 86,23286.2k $4.0m $4.0m 0.01% Reduced -12.4k -12,401
66 Diversified Investment Strategies, LLC 2.55% of their portfolio BATON ROUGE, LA 83,32983.3k $3.9m $3.9m 2.55% Reduced -162 -162
67 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 80,48380.5k $3.8m $3.8m 0.00% Added +3.4k +3,413
68 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.12% of their portfolio BALA CYNWYD, PA 76,43076.4k $3.6m $3.6m 0.12% Added +69.5k +69,530
69 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 74,25374.3k $3.5m $3.5m 0.00% Unchanged
70 UBS Group AG 0.00% of their portfolio ZURICH, V8 69,97270.0k $3.3m $3.3m 0.00% Reduced -127.4k -127,365
71 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 68,35868.4k $3.2m $3.2m 0.03% Reduced -13.2k -13,180
72 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 66,67466.7k $3.1m $3.1m 0.02% New
73 Skylands Capital, LLC 0.42% of their portfolio Milwaukee, WI 66,66566.7k $3.1m $3.1m 0.42% Added +28.4k +28,450
74 CREDIT INDUSTRIEL ET COMMERCIAL 0.45% of their portfolio PARIS FRANCE, I0 66,33466.3k $3.1m $3.1m 0.45% Reduced -16.4k -16,416
75 Jain Global LLC 0.03% of their portfolio NEW YORK, NY 64,16164.2k $3.0m $3.0m 0.03% Added +40.0k +39,957
76 Tensile Capital Management LP 0.38% of their portfolio LARKSPUR, CA 63,39563.4k $3.0m $3.0m 0.38% New
77 BCGM Wealth Management, LLC 0.74% of their portfolio LAFAYETTE, IN 62,03062.0k $2.9m $2.9m 0.74% Added +15.1k +15,065
78 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 62,01262.0k $2.9m $2.9m 0.00% Reduced -41.4k -41,409
79 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 59,68859.7k $2.8m $2.8m 0.00% New
80 Man Group plc 0.01% of their portfolio LONDON, X0 59,67059.7k $2.8m $2.8m 0.01% Added +27.1k +27,101
81 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 59,04759.0k $2.8m $2.8m 0.00% New
82 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 56,59556.6k $2.6m $2.6m 0.00% Reduced -80.1k -80,059
83 Kerrisdale Advisers, LLC 1.22% of their portfolio Miami, FL 55,24155.2k $2.6m $2.6m 1.22% Unchanged
84 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 54,19354.2k $2.5m $2.5m 0.00% Reduced -568 -568
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 52,97953.0k $2.5m $2.5m 0.00% Added +27.2k +27,180
86 CAPSTONE INVESTMENT ADVISORS, LLC 0.02% of their portfolio NEW YORK, NY 51,88851.9k $2.4m $2.4m 0.02% Added +1.4k +1,448
87 RK Asset Management, LLC 2.28% of their portfolio GROSSE POINTE FARMS, MI 51,82951.8k $2.4m $2.4m 2.28% Reduced -1.1k -1,077
88 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 51,27351.3k $2.4m $2.4m 0.01% Added +5.8k +5,800
89 OCCUDO QUANTITATIVE STRATEGIES LP 0.16% of their portfolio FORT LAUDERDALE, FL 51,02651.0k $2.4m $2.4m 0.16% New
90 RBF Capital, LLC 0.05% of their portfolio RENO, NV 50,40050.4k $2.4m $2.4m 0.05% Added +25.2k +25,200
91 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.38% of their portfolio NEWPORT BEACH, CA 50,34250.3k $2.4m $2.4m 0.38% Reduced -495 -495
92 INKWELL CAPITAL LLC 2.35% of their portfolio MIAMI, FL 49,48849.5k $2.3m $2.3m 2.35% Reduced -431 -431
93 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 48,16648.2k $2.3m $2.3m 0.01% Added +7.1k +7,095
94 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 47,10047.1k $2.2m $2.2m 0.00% Added +38.7k +38,656
95 Lakewood Asset Management LLC 1.25% of their portfolio NAPERVILLE, IL 45,52945.5k $2.1m $2.1m 1.25% Added +560 +560
96 Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio TRENTON, NJ 43,91943.9k $2.1m $2.1m 0.02% Reduced -446 -446
97 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 43,40043.4k $2.0m $2.0m 0.00% Added +14.3k +14,300
98 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,23343.2k $2.0m $2.0m 0.00% Reduced -1.1k -1,060
99 XTX Topco Ltd 0.05% of their portfolio LONDON, X0 42,54842.5k $2.0m $2.0m 0.05% New
100 Freestone Grove Partners LP 0.01% of their portfolio San Francisco, CA 41,12241.1k $1.9m $1.9m 0.01% Reduced -5.6k -5,613