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 ($5.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $57.67. Options: 4 managers hold calls ($1.5m notional), 1 hold puts ($836.6k).
Trends to Q2 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 |
| Q2 2026 | 333 |
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 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 |
| Q2 2026 | 165 | 129 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $269.8k | $3.3m | 12.22 |
| Q4 2025 | $481.4k | $285.1k | 0.59 |
| Q1 2026 | $390.2k | $259.7k | 0.67 |
| Q2 2026 | $1.5m | $836.6k | 0.57 |
Biggest buyers
| STATE OF WISCONSIN INVESTMENT BOARD | Added | +446.3k |
| Qube Research & Technologies Ltd | Added | +409.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +393.4k |
| MACKENZIE FINANCIAL CORP | New | +322.5k |
| D. E. Shaw & Co., Inc. | Added | +262.2k |
| Deltroit Asset Management (UK) LLP | New | +212.3k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +187.8k |
| HRT FINANCIAL LP | Added | +161.9k |
| Edgestream Partners, L.P. | Added | +157.9k |
| YACKTMAN ASSET MANAGEMENT LP | Added | +148.9k |
Biggest sellers
| Southpoint Capital Advisors LP | Sold out | -1.1m |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Reduced | -700.5k |
| THOMPSON SIEGEL & WALMSLEY LLC | Reduced | -474.0k |
| Artisan Partners Limited Partnership | Reduced | -348.1k |
| FMR LLC | Reduced | -306.6k |
| Ruffer LLP | Sold out | -299.1k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -212.0k |
| Harspring Capital Management, LLC | Sold out | -145.0k |
| Smead Capital Management, Inc. | Reduced | -115.2k |
| Bayberry Capital Partners LP | Reduced | -105.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $836.6k14.5k shares |
| CITADEL ADVISORS LLC | New | $271.2k4.7k shares |
| JANE STREET GROUP, LLC | New | $271.2k4.7k shares |
| SIMPLEX TRADING, LLC | Added | $93.1k1.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $836.6k14.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP 4.42% of their portfolio | 6.2m $357.6m | Added +148.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 4.7m $271.4m | Added +393.4k |
| BlackRock, Inc. 0.00% of their portfolio | 4.6m $266.1m | Added +1.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.4m $253.9m | Reduced -6.0k |
| FMR LLC 0.01% of their portfolio | 4.2m $243.3m | Reduced -306.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.8m $217.4m | Reduced -75.7k |
| ABRAMS CAPITAL MANAGEMENT, L.P. 3.42% of their portfolio | 3.3m $187.6m | Unchanged |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.42% of their portfolio | 2.5m $142.6m | Reduced -700.5k |
| Smead Capital Management, Inc. 2.51% of their portfolio | 2.0m $117.2m | Reduced -115.2k |
| REINHART PARTNERS, LLC. 2.57% of their portfolio | 2.0m $112.6m | Added +118.1k |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $112.3m | Added +47.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.8m $101.2m | Reduced -38.3k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 1.3m $73.4m | Added +262.2k |
| NORGES BANK 0.01% of their portfolio | 1.0m $58.3m | Not comparable |
| THOMPSON SIEGEL & WALMSLEY LLC 0.97% of their portfolio | 934.2k $53.9m | Reduced -474.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 856.3k $49.4m | Added +16.1k |
| Scharf Investments, LLC 1.57% of their portfolio | 821.4k $47.4m | Reduced -67.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.09% of their portfolio | 755.4k $43.6m | Added +446.3k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 671.2k $38.7m | Added +409.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 630.4k $36.4m | Added +8.4k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 622.6k $35.9m | Reduced -348.1k |
| Wallace Capital Management Inc. 3.53% of their portfolio | 557.4k $32.2m | Added +15.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 536.2k $30.9m | Reduced -6.7k |
| Tweedy, Browne Co LLC 2.02% of their portfolio | 462.8k $26.7m | Reduced -505 |
| Bruce & Co., Inc. 6.51% of their portfolio | 417.0k $24.1m | Reduced -35.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 391.8k $22.6m | Reduced -82.2k |
| Tidal Investments LLC 0.05% of their portfolio | 367.9k $21.2m | Reduced -21.8k |
| MORGAN STANLEY 0.00% of their portfolio | 361.4k $20.9m | Added +26.8k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 322.5k $18.6m | New |
| Tensile Capital Management LP 2.52% of their portfolio | 316.6k $18.3m | Reduced -64.8k |
| HRT FINANCIAL LP 0.04% of their portfolio | 297.5k $17.2m | Added +161.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 293.4k $16.9m | Added +10.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 286.7k $16.5m | Added +143.2k |
| THIRD AVENUE MANAGEMENT LLC 2.62% of their portfolio | 283.9k $16.4m | Reduced -503 |
| Invesco Ltd. 0.00% of their portfolio | 276.7k $16.0m | Added +73.6k |
| DigitalBridge Group, Inc. 0.96% of their portfolio | 276.0k $15.9m | Reduced -71.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 257.6k $14.9m | Added +10.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 254.4k $14.7m | Added +53.1k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.27% of their portfolio | 238.6k $13.8m | Reduced -6.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio | 219.0k $12.6m | Added +8.3k |
| Deltroit Asset Management (UK) LLP 2.00% of their portfolio | 212.3k $12.2m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 209.0k $12.1m | Reduced -69.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 207.5k $12.0m | Added +6.7k |
| Swiss National Bank 0.01% of their portfolio | 203.6k $11.7m | Reduced -5.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 187.8k $10.8m | Added +187.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 187.4k $10.8m | Added +147.5k |
| Bayberry Capital Partners LP 3.68% of their portfolio | 185.0k $10.7m | Reduced -105.0k |
| NFC Investments, LLC 2.64% of their portfolio | 180.1k $10.4m | Added +1.7k |
| Edgestream Partners, L.P. 0.30% of their portfolio | 174.9k $10.1m | Added +157.9k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 169.6k $9.8m | Reduced -2.8k |
| Vision Capital Management, Inc. 1.02% of their portfolio | 155.0k $8.9m | Reduced -2.2k |
| Midwest Trust Co 0.10% of their portfolio | 152.0k $8.8m | Reduced -1.9k |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.50% of their portfolio | 149.3k $7.4m | Added +99.5k |
| Nuveen, LLC 0.00% of their portfolio | 140.2k $8.1m | Reduced -14.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 139.2k $8.0m | Reduced -20.0k |
| Oppenheimer & Close, LLC 4.99% of their portfolio | 137.0k $7.9m | Added +2.3k |
| UBS Group AG 0.00% of their portfolio | 131.0k $7.6m | Added +55.4k |
| Kerrisdale Advisers, LLC 1.84% of their portfolio | 127.2k $7.3m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 126.0k $7.3m | Added +50.8k |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.79% of their portfolio | 125.9k $7.3m | Added +21.2k |
| Applied Fundamental Research, LLC 8.13% of their portfolio | 119.0k $6.9m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 117.5k $6.8m | Added +75.2k |
| Mraz, Amerine & Associates, Inc. 0.96% of their portfolio | 116.2k $6.7m | Reduced -985 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 107.0k $6.2m | Reduced -1.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 105.9k $6.1m | Reduced -212.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.41% of their portfolio | 104.6k $6.0m | Reduced -15.5k |
| Man Group plc 0.01% of their portfolio | 102.8k $5.9m | Added +41.1k |
| Capula Management Ltd 0.03% of their portfolio | 101.8k $5.9m | Not comparable |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 96.8k $5.6m | Added +7.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 96.8k $5.6m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 89.3k $5.2m | Added +69.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 88.7k $5.1m | Reduced -10.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 87.9k $5.1m | Added +1.9k |
| BCGM Wealth Management, LLC 1.05% of their portfolio | 85.8k $4.9m | Added +5.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 85.3k $4.9m | Reduced -8.2k |
| Orvieto Partners, L.P. 3.70% of their portfolio | 84.9k $4.9m | Added +24.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 84.4k $4.9m | Reduced -1.9k |
| Diversified Investment Strategies, LLC 3.11% of their portfolio | 83.3k $4.8m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 82.5k $4.8m | Added +2.8k |
| Quantinno Capital Management LP 0.01% of their portfolio | 76.5k $4.4m | Added +11.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 72.2k $4.2m | Added +3.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 71.9k $4.1m | Reduced -2.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 67.5k $3.9m | Added +8.0k |
| GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio | 66.7k $3.8m | Reduced -40 |
| Trexquant Investment LP 0.02% of their portfolio | 63.0k $3.6m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 62.2k $3.6m | Reduced -9.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 54.3k $3.1m | Added +36.3k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 53.8k $3.1m | Added +670 |
| Skylands Capital, LLC 0.36% of their portfolio | 51.0k $2.9m | Reduced -34.4k |
| Logan Stone Capital, LLC 0.61% of their portfolio | 50.1k $2.9m | New |
| INKWELL CAPITAL LLC 2.93% of their portfolio | 48.9k $2.8m | Reduced -132 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 48.2k $3.1m | Reduced -19.1k |
| NATIXIS 0.01% of their portfolio | 47.4k $2.7m | New |
| Jupiter Topco LLC 0.00% of their portfolio | 47.1k $2.7m | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 46.6k $2.7m | Reduced -6.6k |
| Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio | 46.4k $2.7m | Added +2.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 44.6k $2.6m | Added +753 |
| Squarepoint Ops LLC 0.00% of their portfolio | 44.6k $2.6m | Added +23.5k |
| KBC Group NV 0.01% of their portfolio | 43.9k $2.5m | Added +1.9k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 43.6k $2.5m | Reduced -3.0k |