Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

297 institutional holders -17 vs Q4 2025
62,721,08662.7m shares reported held*
$2.8bnreported value*
31 new 114 added 97 reduced 47 sold out net sold ≈ $3.1m (-69.4k 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 ($4.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.67. Options: 2 managers hold calls ($390.2k notional), 2 hold puts ($259.7k).

Trends to Q1 2026

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: 314Q1 26: 297297Q4 22Q3 23Q2 24Q1 25Q1 26
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
Q1 2026297

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 148 bought or addedQ2 24: 118 cut or sold outQ3 24: 139 bought or addedQ3 24: 115 cut or sold outQ3 24Q4 24: 138 bought or addedQ4 24: 126 cut or sold outQ1 25: 147 bought or addedQ1 25: 131 cut or sold outQ1 25Q2 25: 159 bought or addedQ2 25: 138 cut or sold outQ3 25: 157 bought or addedQ3 25: 154 cut or sold outQ3 25Q4 25: 133 bought or addedQ4 25: 196 cut or sold outQ1 26: 145 bought or addedQ1 26: 144 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024148118
Q3 2024139115
Q4 2024138126
Q1 2025147131
Q2 2025159138
Q3 2025157154
Q4 2025133196
Q1 2026145144

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ2 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 0.59Q1 26 calls: $390.2kQ1 26 puts: $259.7kQ1 26P/C 0.67
Numbers
QuarterCallsPutsP/C
Q2 2025$0$407.4k—
Q3 2025$269.8k$3.3m12.22
Q4 2025$481.4k$285.1k0.59
Q1 2026$390.2k$259.7k0.67

Biggest buyers

Wallace Capital Management Inc. New +541,890+541.9k
THOMPSON SIEGEL & WALMSLEY LLC Added +435,459+435.5k
D. E. Shaw & Co., Inc. Added +366,694+366.7k
DigitalBridge Group, Inc. New +347,900+347.9k
Tensile Capital Management LP Added +318,000+318.0k
FMR LLC Added +310,213+310.2k
DIMENSIONAL FUND ADVISORS LP Added +280,800+280.8k
YACKTMAN ASSET MANAGEMENT LP Added +260,937+260.9k
Qube Research & Technologies Ltd Added +142,943+142.9k
GOLDMAN SACHS GROUP INC Added +107,300+107.3k

Biggest sellers

Southpoint Capital Advisors LP Reduced -762,000-762.0k
STATE OF WISCONSIN INVESTMENT BOARD Reduced -340,615-340.6k
Smead Capital Management, Inc. Reduced -320,586-320.6k
Estuary Capital Management LP Reduced -275,052-275.1k
WELLINGTON MANAGEMENT GROUP LLP Sold out -261,350-261.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -197,112-197.1k
FULLER & THALER ASSET MANAGEMENT, INC. Reduced -196,240-196.2k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -178,438-178.4k
JANE STREET GROUP, LLC Reduced -164,292-164.3k
MORGAN STANLEY Reduced -159,772-159.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $366.3k8.2k shares
SIMPLEX TRADING, LLC New $23.9k500 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $250.2k5.6k shares
SIMPLEX TRADING, LLC Reduced $9.6k200 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 Q1 2026

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
101Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 1 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 1 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—1$201.1k—
Q2 20250—0——
Q3 20251—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 YACKTMAN ASSET MANAGEMENT LP 3.60% of their portfolio AUSTIN, TX 6,048,3316.0m $270.2m $270.2m 3.60% Added +260.9k +260,937
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,610,8494.6m $206.0m $206.0m 0.00% Reduced -16.4k -16,414
3 FMR LLC 0.01% of their portfolio BOSTON, MA 4,522,8994.5m $202.0m $202.0m 0.01% Added +310.2k +310,213
4 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 4,406,0544.4m $196.8m $196.8m 0.00% First filing
5 DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio AUSTIN, TX 4,309,9184.3m $192.5m $192.5m 0.04% Added +280.8k +280,800
6 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 3,844,1613.8m $171.7m $171.7m 0.01% First filing
7 ABRAMS CAPITAL MANAGEMENT, L.P. 3.13% of their portfolio Boston, MA 3,251,4693.3m $145.2m $145.2m 3.13% Unchanged
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.44% of their portfolio Los Angeles, CA 3,171,1293.2m $141.7m $141.7m 0.44% Reduced -55.7k -55,703
9 Smead Capital Management, Inc. 2.09% of their portfolio Phoenix, AZ 2,146,4252.1m $95.9m $95.9m 2.09% Reduced -320.6k -320,586
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,899,1331.9m $84.8m $84.8m 0.00% Added +95.2k +95,225
11 REINHART PARTNERS, LLC. 2.35% of their portfolio MEQUON, WI 1,833,0181.8m $81.9m $81.9m 2.35% Added +10.4k +10,441
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,792,0091.8m $80.1m $80.1m 0.00% Added +27.7k +27,707
13 THOMPSON SIEGEL & WALMSLEY LLC 1.11% of their portfolio RICHMOND, VA 1,408,2471.4m $62.9m $62.9m 1.11% Added +435.5k +435,459
14 Southpoint Capital Advisors LP 1.05% of their portfolio NEW YORK, NY 1,138,0001.1m $50.8m $50.8m 1.05% Reduced -762.0k -762,000
15 D. E. Shaw & Co., Inc. 0.04% of their portfolio New York, NY 1,010,4891.0m $45.1m $45.1m 0.04% Added +366.7k +366,694
16 Artisan Partners Limited Partnership 0.07% of their portfolio Milwaukee, WI 970,663970.7k $43.4m $43.4m 0.07% Reduced -67.3k -67,350
17 Scharf Investments, LLC 1.22% of their portfolio LOS GATOS, CA 888,941888.9k $39.7m $39.7m 1.22% Added +67.0k +66,978
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 840,194840.2k $37.5m $37.5m 0.01% Added +55.5k +55,528
19 VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio MALVERN, PA 622,028622.0k $27.8m $27.8m 0.01% First filing
20 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 542,888542.9k $24.3m $24.3m 0.00% Added +13.9k +13,879
21 Wallace Capital Management Inc. 2.78% of their portfolio DALLAS, TX 541,890541.9k $24.2m $24.2m 2.78% New
22 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 473,995474.0k $21.2m $21.2m 0.02% Added +84.0k +83,960
23 Tweedy, Browne Co LLC 1.64% of their portfolio Stamford, CT 463,332463.3k $20.7m $20.7m 1.64% Reduced -2.9k -2,885
24 Bruce & Co., Inc. 5.77% of their portfolio CHICAGO, IL 452,000452.0k $20.2m $20.2m 5.77% Unchanged
25 Tidal Investments LLC 0.05% of their portfolio Milwaukee, WI 389,700389.7k $17.4m $17.4m 0.05% Added +67.9k +67,888
26 Tensile Capital Management LP 2.44% of their portfolio LARKSPUR, CA 381,395381.4k $17.0m $17.0m 2.44% Added +318.0k +318,000
27 DigitalBridge Group, Inc. 0.99% of their portfolio Boca Raton, FL 347,900347.9k $15.5m $15.5m 0.99% New
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 334,593334.6k $14.9m $14.9m 0.00% Reduced -159.8k -159,772
29 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 317,927317.9k $14.2m $14.2m 0.00% Reduced -71.9k -71,884
30 STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio MADISON, WI 309,068309.1k $13.8m $13.8m 0.03% Reduced -340.6k -340,615
31 Ruffer LLP 0.55% of their portfolio LONDON, X0 299,133299.1k $13.4m $13.4m 0.55% Reduced -5.8k -5,819
32 Bayberry Capital Partners LP 4.28% of their portfolio NEW YORK, NY 290,000290.0k $13.0m $13.0m 4.28% Reduced -124.2k -124,154
33 THIRD AVENUE MANAGEMENT LLC 2.06% of their portfolio NEW YORK, NY 284,375284.4k $12.7m $12.7m 2.06% Added +25.1k +25,129
34 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 282,714282.7k $12.6m $12.6m 0.00% Added +4.3k +4,295
35 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 278,802278.8k $12.5m $12.5m 0.00% Added +107.3k +107,300
36 Qube Research & Technologies Ltd 0.02% of their portfolio LONDON, X0 261,571261.6k $11.7m $11.7m 0.02% Added +142.9k +142,943
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 246,888246.9k $11.0m $11.0m 0.00% Added +30.6k +30,605
38 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.25% of their portfolio TEANECK, NJ 244,849244.8k $10.9m $10.9m 0.25% Reduced -19.8k -19,834
39 FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio SAN MATEO, CA 210,702210.7k $9.4m $9.4m 0.03% Reduced -196.2k -196,240
40 Swiss National Bank 0.01% of their portfolio ZURICH, V8 209,500209.5k $9.4m $9.4m 0.01% Added +800 +800
41 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 203,092203.1k $9.1m $9.1m 0.00% Added +12.4k +12,383
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 201,291201.3k $9.0m $9.0m 0.00% Reduced -31.2k -31,153
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 200,791200.8k $9.0m $9.0m 0.00% Added +3.7k +3,744
44 NFC Investments, LLC 2.22% of their portfolio MEMPHIS, TN 178,373178.4k $8.0m $8.0m 2.22% Added +34.2k +34,161
45 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 172,395172.4k $7.7m $7.7m 0.01% Added +25.9k +25,878
46 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 159,214159.2k $7.1m $7.1m 0.00% Added +1.3k +1,306
47 Vision Capital Management, Inc. 0.89% of their portfolio PORTLAND, OR 157,141157.1k $7.0m $7.0m 0.89% Added +202 +202
48 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 154,380154.4k $6.9m $6.9m 0.00% Added +44.7k +44,689
49 Midwest Trust Co 0.09% of their portfolio Overland Park, KS 153,852153.9k $6.9m $6.9m 0.09% Added +5.2k +5,232
50 Harspring Capital Management, LLC 3.41% of their portfolio NEW YORK, NY 145,000145.0k $6.5m $6.5m 3.41% Reduced -40.0k -40,000
51 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 143,520143.5k $6.4m $6.4m 0.00% Reduced -9.6k -9,615
52 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 135,626135.6k $6.1m $6.1m 0.02% Added +96.1k +96,091
53 Oppenheimer & Close, LLC 3.79% of their portfolio NEW YORK, NY 134,687134.7k $6.0m $6.0m 3.79% Added +17.9k +17,919
54 Kerrisdale Advisers, LLC 2.16% of their portfolio Miami, FL 127,232127.2k $5.7m $5.7m 2.16% Added +72.0k +71,991
55 HARBOR CAPITAL ADVISORS, INC. 0.43% of their portfolio CHICAGO, IL 120,117120.1k $5.4m $5.4m 0.43% Added +22.0k +21,978
56 Applied Fundamental Research, LLC 7.02% of their portfolio CAMBRIDGE, MA 119,045119.0k $5.3m $5.3m 7.02% Reduced -93.0k -92,981
57 Mraz, Amerine & Associates, Inc. 0.77% of their portfolio Modesto, CA 117,166117.2k $5.2m $5.2m 0.77% Added +6.0k +5,988
58 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 108,713108.7k $4.9m $4.9m 0.01% Added +16.6k +16,630
59 CREDIT INDUSTRIEL ET COMMERCIAL 0.75% of their portfolio PARIS FRANCE, I0 104,698104.7k $4.7m $4.7m 0.75% Added +38.4k +38,364
60 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 99,04099.0k $4.4m $4.4m 0.00% Reduced -2.0k -2,001
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 93,50593.5k $4.2m $4.2m 0.00% Added +31.5k +31,493
62 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 89,16889.2k $4.0m $4.0m 0.00% Added +8.7k +8,685
63 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 86,23286.2k $3.9m $3.9m 0.01% Unchanged
64 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 85,94085.9k $3.8m $3.8m 0.01% Reduced -1.0k -1,000
65 Skylands Capital, LLC 0.50% of their portfolio Milwaukee, WI 85,36585.4k $3.8m $3.8m 0.50% Added +18.7k +18,700
66 Diversified Investment Strategies, LLC 2.38% of their portfolio BATON ROUGE, LA 83,32983.3k $3.7m $3.7m 2.38% Unchanged
67 BCGM Wealth Management, LLC 0.91% of their portfolio LAFAYETTE, IN 80,66180.7k $3.6m $3.6m 0.91% Added +18.6k +18,631
68 Legal & General Group Plc 0.00% of their portfolio London, X0 79,74179.7k $3.6m $3.6m 0.00% Reduced -22.9k -22,890
69 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,63175.6k $3.4m $3.4m 0.00% Added +5.7k +5,659
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 75,12375.1k $3.4m $3.4m 0.00% Added +31.9k +31,890
71 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 74,25374.3k $3.3m $3.3m 0.00% Unchanged
72 STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio LYSAKER, Q8 71,42171.4k $3.2m $3.2m 0.01% Reduced -26.4k -26,441
73 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 68,97469.0k $3.1m $3.1m 0.00% Reduced -164.3k -164,292
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 67,28167.3k $2.9m $2.9m 0.00% Added +10.7k +10,686
75 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 66,70366.7k $3.0m $3.0m 0.03% Reduced -1.7k -1,655
76 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 65,43665.4k $2.9m $2.9m 0.00% Added +12.5k +12,457
77 Estuary Capital Management LP 0.48% of their portfolio WAYZATA, MN 64,80064.8k $2.9m $2.9m 0.48% Reduced -275.1k -275,052
78 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 62,63062.6k $2.8m $2.8m 0.00% Added +3.6k +3,583
79 Man Group plc 0.01% of their portfolio LONDON, X0 61,77361.8k $2.8m $2.8m 0.01% Added +2.1k +2,103
80 Orvieto Partners, L.P. 2.32% of their portfolio BOSTON, MA 60,59960.6k $2.7m $2.7m 2.32% New
81 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.10% of their portfolio BALA CYNWYD, PA 59,57459.6k $2.7m $2.7m 0.10% Reduced -16.9k -16,856
82 PRELUDE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio NEW YORK, NY 54,90054.9k $2.5m $2.5m 0.19% New
83 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 53,15953.2k $2.4m $2.4m 0.01% Added +1.9k +1,886
84 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 53,11053.1k $2.4m $2.4m 0.00% Reduced -1.1k -1,083
85 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.30% of their portfolio NEWPORT BEACH, CA 49,75849.8k $2.2m $2.2m 0.30% Reduced -584 -584
86 INKWELL CAPITAL LLC 2.23% of their portfolio MIAMI, FL 49,01249.0k $2.2m $2.2m 2.23% Reduced -476 -476
87 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 47,10047.1k $2.1m $2.1m 0.00% Unchanged
88 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 47,02947.0k $2.1m $2.1m 0.01% Reduced -1.1k -1,137
89 ROBOTTI ROBERT 0.33% of their portfolio NEW YORK, NY 47,00047.0k $2.1m $2.1m 0.33% Added +7.0k +7,000
90 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 46,58446.6k $2.1m $2.1m 0.00% First filing
91 GRATIA CAPITAL, LLC 1.97% of their portfolio LOS ANGELES, CA 46,50046.5k $2.1m $2.1m 1.97% New
92 Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio TRENTON, NJ 43,91943.9k $2.0m $2.0m 0.02% Unchanged
93 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 43,85443.9k $1.9m $1.9m 0.00% Added +13.7k +13,701
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,28742.3k $1.9m $1.9m 0.00% Reduced -197.1k -197,112
95 KBC Group NV 0.00% of their portfolio Brussels, C9 41,96842.0k $1.9m $1.9m 0.00% Added +2.3k +2,277
96 Chemistry Wealth Management LLC 0.32% of their portfolio NEW YORK, NY 41,32041.3k $1.8m $1.8m 0.32% Added +2.9k +2,879
97 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 39,84539.8k $1.8m $1.8m 0.00% Reduced -178.4k -178,438
98 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 38,03038.0k $1.7m $1.7m 0.02% Unchanged
99 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 37,48337.5k $1.7m $1.7m 0.00% Added +23.3k +23,336
100 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 36,93136.9k $1.7m $1.7m 0.00% Reduced -1.8k -1,794