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 ($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
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 |
| Q4 2025 | 314 |
| Q1 2026 | 297 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 148 | 118 |
| Q3 2024 | 139 | 115 |
| Q4 2024 | 138 | 126 |
| Q1 2025 | 147 | 131 |
| Q2 2025 | 159 | 138 |
| Q3 2025 | 157 | 154 |
| Q4 2025 | 133 | 196 |
| Q1 2026 | 145 | 144 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $407.4k | — |
| Q3 2025 | $269.8k | $3.3m | 12.22 |
| Q4 2025 | $481.4k | $285.1k | 0.59 |
| Q1 2026 | $390.2k | $259.7k | 0.67 |
Biggest buyers
| Wallace Capital Management Inc. | New | +541.9k |
| THOMPSON SIEGEL & WALMSLEY LLC | Added | +435.5k |
| D. E. Shaw & Co., Inc. | Added | +366.7k |
| DigitalBridge Group, Inc. | New | +347.9k |
| Tensile Capital Management LP | Added | +318.0k |
| FMR LLC | Added | +310.2k |
| DIMENSIONAL FUND ADVISORS LP | Added | +280.8k |
| YACKTMAN ASSET MANAGEMENT LP | Added | +260.9k |
| Qube Research & Technologies Ltd | Added | +142.9k |
| GOLDMAN SACHS GROUP INC | Added | +107.3k |
Biggest sellers
| Southpoint Capital Advisors LP | Reduced | -762.0k |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | -340.6k |
| Smead Capital Management, Inc. | Reduced | -320.6k |
| Estuary Capital Management LP | Reduced | -275.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Sold out | -261.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -197.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -196.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -178.4k |
| JANE STREET GROUP, LLC | Reduced | -164.3k |
| MORGAN STANLEY | Reduced | -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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP 3.60% of their portfolio | 6.0m $270.2m | Added +260.9k |
| BlackRock, Inc. 0.00% of their portfolio | 4.6m $206.0m | Reduced -16.4k |
| FMR LLC 0.01% of their portfolio | 4.5m $202.0m | Added +310.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.4m $196.8m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 4.3m $192.5m | Added +280.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.8m $171.7m | First filing |
| ABRAMS CAPITAL MANAGEMENT, L.P. 3.13% of their portfolio | 3.3m $145.2m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.44% of their portfolio | 3.2m $141.7m | Reduced -55.7k |
| Smead Capital Management, Inc. 2.09% of their portfolio | 2.1m $95.9m | Reduced -320.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $84.8m | Added +95.2k |
| REINHART PARTNERS, LLC. 2.35% of their portfolio | 1.8m $81.9m | Added +10.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $80.1m | Added +27.7k |
| THOMPSON SIEGEL & WALMSLEY LLC 1.11% of their portfolio | 1.4m $62.9m | Added +435.5k |
| Southpoint Capital Advisors LP 1.05% of their portfolio | 1.1m $50.8m | Reduced -762.0k |
| D. E. Shaw & Co., Inc. 0.04% of their portfolio | 1.0m $45.1m | Added +366.7k |
| Artisan Partners Limited Partnership 0.07% of their portfolio | 970.7k $43.4m | Reduced -67.3k |
| Scharf Investments, LLC 1.22% of their portfolio | 888.9k $39.7m | Added +67.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 840.2k $37.5m | Added +55.5k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 622.0k $27.8m | First filing |
| NORTHERN TRUST CORP 0.00% of their portfolio | 542.9k $24.3m | Added +13.9k |
| Wallace Capital Management Inc. 2.78% of their portfolio | 541.9k $24.2m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 474.0k $21.2m | Added +84.0k |
| Tweedy, Browne Co LLC 1.64% of their portfolio | 463.3k $20.7m | Reduced -2.9k |
| Bruce & Co., Inc. 5.77% of their portfolio | 452.0k $20.2m | Unchanged |
| Tidal Investments LLC 0.05% of their portfolio | 389.7k $17.4m | Added +67.9k |
| Tensile Capital Management LP 2.44% of their portfolio | 381.4k $17.0m | Added +318.0k |
| DigitalBridge Group, Inc. 0.99% of their portfolio | 347.9k $15.5m | New |
| MORGAN STANLEY 0.00% of their portfolio | 334.6k $14.9m | Reduced -159.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 317.9k $14.2m | Reduced -71.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 309.1k $13.8m | Reduced -340.6k |
| Ruffer LLP 0.55% of their portfolio | 299.1k $13.4m | Reduced -5.8k |
| Bayberry Capital Partners LP 4.28% of their portfolio | 290.0k $13.0m | Reduced -124.2k |
| THIRD AVENUE MANAGEMENT LLC 2.06% of their portfolio | 284.4k $12.7m | Added +25.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 282.7k $12.6m | Added +4.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 278.8k $12.5m | Added +107.3k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 261.6k $11.7m | Added +142.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 246.9k $11.0m | Added +30.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.25% of their portfolio | 244.8k $10.9m | Reduced -19.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio | 210.7k $9.4m | Reduced -196.2k |
| Swiss National Bank 0.01% of their portfolio | 209.5k $9.4m | Added +800 |
| Invesco Ltd. 0.00% of their portfolio | 203.1k $9.1m | Added +12.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 201.3k $9.0m | Reduced -31.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 200.8k $9.0m | Added +3.7k |
| NFC Investments, LLC 2.22% of their portfolio | 178.4k $8.0m | Added +34.2k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 172.4k $7.7m | Added +25.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 159.2k $7.1m | Added +1.3k |
| Vision Capital Management, Inc. 0.89% of their portfolio | 157.1k $7.0m | Added +202 |
| Nuveen, LLC 0.00% of their portfolio | 154.4k $6.9m | Added +44.7k |
| Midwest Trust Co 0.09% of their portfolio | 153.9k $6.9m | Added +5.2k |
| Harspring Capital Management, LLC 3.41% of their portfolio | 145.0k $6.5m | Reduced -40.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 143.5k $6.4m | Reduced -9.6k |
| HRT FINANCIAL LP 0.02% of their portfolio | 135.6k $6.1m | Added +96.1k |
| Oppenheimer & Close, LLC 3.79% of their portfolio | 134.7k $6.0m | Added +17.9k |
| Kerrisdale Advisers, LLC 2.16% of their portfolio | 127.2k $5.7m | Added +72.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.43% of their portfolio | 120.1k $5.4m | Added +22.0k |
| Applied Fundamental Research, LLC 7.02% of their portfolio | 119.0k $5.3m | Reduced -93.0k |
| Mraz, Amerine & Associates, Inc. 0.77% of their portfolio | 117.2k $5.2m | Added +6.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 108.7k $4.9m | Added +16.6k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.75% of their portfolio | 104.7k $4.7m | Added +38.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 99.0k $4.4m | Reduced -2.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 93.5k $4.2m | Added +31.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 89.2k $4.0m | Added +8.7k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 86.2k $3.9m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 85.9k $3.8m | Reduced -1.0k |
| Skylands Capital, LLC 0.50% of their portfolio | 85.4k $3.8m | Added +18.7k |
| Diversified Investment Strategies, LLC 2.38% of their portfolio | 83.3k $3.7m | Unchanged |
| BCGM Wealth Management, LLC 0.91% of their portfolio | 80.7k $3.6m | Added +18.6k |
| Legal & General Group Plc 0.00% of their portfolio | 79.7k $3.6m | Reduced -22.9k |
| UBS Group AG 0.00% of their portfolio | 75.6k $3.4m | Added +5.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 75.1k $3.4m | Added +31.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 74.3k $3.3m | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 71.4k $3.2m | Reduced -26.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 69.0k $3.1m | Reduced -164.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 67.3k $2.9m | Added +10.7k |
| GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio | 66.7k $3.0m | Reduced -1.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 65.4k $2.9m | Added +12.5k |
| Estuary Capital Management LP 0.48% of their portfolio | 64.8k $2.9m | Reduced -275.1k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 62.6k $2.8m | Added +3.6k |
| Man Group plc 0.01% of their portfolio | 61.8k $2.8m | Added +2.1k |
| Orvieto Partners, L.P. 2.32% of their portfolio | 60.6k $2.7m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.10% of their portfolio | 59.6k $2.7m | Reduced -16.9k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 54.9k $2.5m | New |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 53.2k $2.4m | Added +1.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 53.1k $2.4m | Reduced -1.1k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.30% of their portfolio | 49.8k $2.2m | Reduced -584 |
| INKWELL CAPITAL LLC 2.23% of their portfolio | 49.0k $2.2m | Reduced -476 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 47.1k $2.1m | Unchanged |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 47.0k $2.1m | Reduced -1.1k |
| ROBOTTI ROBERT 0.33% of their portfolio | 47.0k $2.1m | Added +7.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 46.6k $2.1m | First filing |
| GRATIA CAPITAL, LLC 1.97% of their portfolio | 46.5k $2.1m | New |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 43.9k $2.0m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 43.9k $1.9m | Added +13.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 42.3k $1.9m | Reduced -197.1k |
| KBC Group NV 0.00% of their portfolio | 42.0k $1.9m | Added +2.3k |
| Chemistry Wealth Management LLC 0.32% of their portfolio | 41.3k $1.8m | Added +2.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 39.8k $1.8m | Reduced -178.4k |
| State of Alaska, Department of Revenue 0.02% of their portfolio | 38.0k $1.7m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 37.5k $1.7m | Added +23.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 36.9k $1.7m | Reduced -1.8k |