Vault-13

U HAUL HOLDING COMPANY UHAL.B

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

American holding company

333 institutional holders +36 vs Q1 2026
63,420,07363.4m shares reported held*
$3.7bnreported value*
56 new 109 added 106 reduced 23 sold out net sold ≈ $24.5m (-407.5k 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 ($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

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: 297Q2 26: 333333Q4 22Q4 23Q4 24Q4 25Q2 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
Q2 2026333

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 145 bought or addedQ1 26: 144 cut or sold outQ2 26: 165 bought or addedQ2 26: 129 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024139115
Q4 2024138126
Q1 2025147131
Q2 2025159138
Q3 2025157154
Q4 2025133196
Q1 2026145144
Q2 2026165129

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 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 0.67Q2 26 calls: $1.5mQ2 26 puts: $836.6kQ2 26P/C 0.57
Numbers
QuarterCallsPutsP/C
Q3 2025$269.8k$3.3m12.22
Q4 2025$481.4k$285.1k0.59
Q1 2026$390.2k$259.7k0.67
Q2 2026$1.5m$836.6k0.57

Biggest buyers

STATE OF WISCONSIN INVESTMENT BOARD Added +446,304+446.3k
Qube Research & Technologies Ltd Added +409,675+409.7k
DIMENSIONAL FUND ADVISORS LP Added +393,350+393.4k
MACKENZIE FINANCIAL CORP New +322,538+322.5k
D. E. Shaw & Co., Inc. Added +262,166+262.2k
Deltroit Asset Management (UK) LLP New +212,271+212.3k
LOS ANGELES CAPITAL MANAGEMENT LLC Added +187,800+187.8k
HRT FINANCIAL LP Added +161,873+161.9k
Edgestream Partners, L.P. Added +157,908+157.9k
YACKTMAN ASSET MANAGEMENT LP Added +148,879+148.9k

Biggest sellers

Southpoint Capital Advisors LP Sold out -1,138,000-1.1m
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -700,543-700.5k
THOMPSON SIEGEL & WALMSLEY LLC Reduced -473,997-474.0k
Artisan Partners Limited Partnership Reduced -348,085-348.1k
FMR LLC Reduced -306,611-306.6k
Ruffer LLP Sold out -299,133-299.1k
RAYMOND JAMES FINANCIAL INC Reduced -212,033-212.0k
Harspring Capital Management, LLC Sold out -145,000-145.0k
Smead Capital Management, Inc. Reduced -115,165-115.2k
Bayberry Capital Partners LP Reduced -105,000-105.0k

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)

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

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 YACKTMAN ASSET MANAGEMENT LP 4.42% of their portfolio AUSTIN, TX 6,197,2106.2m $357.6m $357.6m 4.42% Added +148.9k +148,879
2 DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio AUSTIN, TX 4,703,2684.7m $271.4m $271.4m 0.05% Added +393.4k +393,350
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,612,5334.6m $266.1m $266.1m 0.00% Added +1.7k +1,684
4 VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 4,400,0674.4m $253.9m $253.9m 0.01% Reduced -6.0k -5,987
5 FMR LLC 0.01% of their portfolio BOSTON, MA 4,216,2884.2m $243.3m $243.3m 0.01% Reduced -306.6k -306,611
6 VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio MALVERN, PA 3,768,4813.8m $217.4m $217.4m 0.01% Reduced -75.7k -75,680
7 ABRAMS CAPITAL MANAGEMENT, L.P. 3.42% of their portfolio Boston, MA 3,251,4693.3m $187.6m $187.6m 3.42% Unchanged
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.42% of their portfolio Los Angeles, CA 2,470,5862.5m $142.6m $142.6m 0.42% Reduced -700.5k -700,543
9 Smead Capital Management, Inc. 2.51% of their portfolio Phoenix, AZ 2,031,2602.0m $117.2m $117.2m 2.51% Reduced -115.2k -115,165
10 REINHART PARTNERS, LLC. 2.57% of their portfolio MEQUON, WI 1,951,0752.0m $112.6m $112.6m 2.57% Added +118.1k +118,057
11 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,947,0201.9m $112.3m $112.3m 0.00% Added +47.9k +47,887
12 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,753,7271.8m $101.2m $101.2m 0.01% Reduced -38.3k -38,282
13 D. E. Shaw & Co., Inc. 0.05% of their portfolio New York, NY 1,272,6551.3m $73.4m $73.4m 0.05% Added +262.2k +262,166
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 1,010,2711.0m $58.3m $58.3m 0.01% Not comparable
15 THOMPSON SIEGEL & WALMSLEY LLC 0.97% of their portfolio RICHMOND, VA 934,250934.2k $53.9m $53.9m 0.97% Reduced -474.0k -473,997
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 856,339856.3k $49.4m $49.4m 0.01% Added +16.1k +16,145
17 Scharf Investments, LLC 1.57% of their portfolio LOS GATOS, CA 821,423821.4k $47.4m $47.4m 1.57% Reduced -67.5k -67,518
18 STATE OF WISCONSIN INVESTMENT BOARD 0.09% of their portfolio MADISON, WI 755,372755.4k $43.6m $43.6m 0.09% Added +446.3k +446,304
19 Qube Research & Technologies Ltd 0.04% of their portfolio LONDON, X0 671,246671.2k $38.7m $38.7m 0.04% Added +409.7k +409,675
20 VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio MALVERN, PA 630,447630.4k $36.4m $36.4m 0.01% Added +8.4k +8,419
21 Artisan Partners Limited Partnership 0.06% of their portfolio Milwaukee, WI 622,578622.6k $35.9m $35.9m 0.06% Reduced -348.1k -348,085
22 Wallace Capital Management Inc. 3.53% of their portfolio DALLAS, TX 557,360557.4k $32.2m $32.2m 3.53% Added +15.5k +15,470
23 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 536,227536.2k $30.9m $30.9m 0.00% Reduced -6.7k -6,661
24 Tweedy, Browne Co LLC 2.02% of their portfolio Stamford, CT 462,827462.8k $26.7m $26.7m 2.02% Reduced -505 -505
25 Bruce & Co., Inc. 6.51% of their portfolio CHICAGO, IL 417,000417.0k $24.1m $24.1m 6.51% Reduced -35.0k -35,000
26 MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 391,829391.8k $22.6m $22.6m 0.02% Reduced -82.2k -82,166
27 Tidal Investments LLC 0.05% of their portfolio Milwaukee, WI 367,854367.9k $21.2m $21.2m 0.05% Reduced -21.8k -21,846
28 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 361,408361.4k $20.9m $20.9m 0.00% Added +26.8k +26,815
29 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 322,538322.5k $18.6m $18.6m 0.02% New
30 Tensile Capital Management LP 2.52% of their portfolio LARKSPUR, CA 316,610316.6k $18.3m $18.3m 2.52% Reduced -64.8k -64,785
31 HRT FINANCIAL LP 0.04% of their portfolio NEW YORK, NY 297,499297.5k $17.2m $17.2m 0.04% Added +161.9k +161,873
32 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 293,393293.4k $16.9m $16.9m 0.00% Added +10.7k +10,679
33 AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio KANSAS CITY, MO 286,681286.7k $16.5m $16.5m 0.01% Added +143.2k +143,161
34 THIRD AVENUE MANAGEMENT LLC 2.62% of their portfolio NEW YORK, NY 283,872283.9k $16.4m $16.4m 2.62% Reduced -503 -503
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 276,706276.7k $16.0m $16.0m 0.00% Added +73.6k +73,614
36 DigitalBridge Group, Inc. 0.96% of their portfolio Boca Raton, FL 275,961276.0k $15.9m $15.9m 0.96% Reduced -71.9k -71,939
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 257,568257.6k $14.9m $14.9m 0.00% Added +10.7k +10,680
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 254,365254.4k $14.7m $14.7m 0.00% Added +53.1k +53,074
39 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.27% of their portfolio TEANECK, NJ 238,617238.6k $13.8m $13.8m 0.27% Reduced -6.2k -6,232
40 FULLER & THALER ASSET MANAGEMENT, INC. 0.03% of their portfolio SAN MATEO, CA 218,963219.0k $12.6m $12.6m 0.03% Added +8.3k +8,261
41 Deltroit Asset Management (UK) LLP 2.00% of their portfolio LONDON, X0 212,271212.3k $12.2m $12.2m 2.00% New
42 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 209,012209.0k $12.1m $12.1m 0.00% Reduced -69.8k -69,790
43 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 207,479207.5k $12.0m $12.0m 0.00% Added +6.7k +6,688
44 Swiss National Bank 0.01% of their portfolio ZURICH, V8 203,600203.6k $11.7m $11.7m 0.01% Reduced -5.9k -5,900
45 LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio LOS ANGELES, CA 187,828187.8k $10.8m $10.8m 0.04% Added +187.8k +187,800
46 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 187,386187.4k $10.8m $10.8m 0.00% Added +147.5k +147,541
47 Bayberry Capital Partners LP 3.68% of their portfolio NEW YORK, NY 185,000185.0k $10.7m $10.7m 3.68% Reduced -105.0k -105,000
48 NFC Investments, LLC 2.64% of their portfolio MEMPHIS, TN 180,087180.1k $10.4m $10.4m 2.64% Added +1.7k +1,714
49 Edgestream Partners, L.P. 0.30% of their portfolio Princeton, NJ 174,884174.9k $10.1m $10.1m 0.30% Added +157.9k +157,908
50 FIRST TRUST ADVISORS LP 0.01% of their portfolio Wheaton, IL 169,585169.6k $9.8m $9.8m 0.01% Reduced -2.8k -2,810
51 Vision Capital Management, Inc. 1.02% of their portfolio PORTLAND, OR 154,986155.0k $8.9m $8.9m 1.02% Reduced -2.2k -2,155
52 Midwest Trust Co 0.10% of their portfolio Overland Park, KS 151,973152.0k $8.8m $8.8m 0.10% Reduced -1.9k -1,879
53 KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 0.50% of their portfolio NEWPORT BEACH, CA 149,292149.3k $7.4m $7.4m 0.50% Added +99.5k +99,534
54 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 140,181140.2k $8.1m $8.1m 0.00% Reduced -14.2k -14,199
55 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 139,181139.2k $8.0m $8.0m 0.00% Reduced -20.0k -20,033
56 Oppenheimer & Close, LLC 4.99% of their portfolio NEW YORK, NY 137,032137.0k $7.9m $7.9m 4.99% Added +2.3k +2,345
57 UBS Group AG 0.00% of their portfolio ZURICH, V8 130,984131.0k $7.6m $7.6m 0.00% Added +55.4k +55,353
58 Kerrisdale Advisers, LLC 1.84% of their portfolio Miami, FL 127,232127.2k $7.3m $7.3m 1.84% Unchanged
59 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 125,969126.0k $7.3m $7.3m 0.00% Added +50.8k +50,846
60 CREDIT INDUSTRIEL ET COMMERCIAL 0.79% of their portfolio PARIS FRANCE, I0 125,898125.9k $7.3m $7.3m 0.79% Added +21.2k +21,200
61 Applied Fundamental Research, LLC 8.13% of their portfolio CAMBRIDGE, MA 119,045119.0k $6.9m $6.9m 8.13% Unchanged
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 117,470117.5k $6.8m $6.8m 0.01% Added +75.2k +75,183
63 Mraz, Amerine & Associates, Inc. 0.96% of their portfolio Modesto, CA 116,181116.2k $6.7m $6.7m 0.96% Reduced -985 -985
64 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 107,003107.0k $6.2m $6.2m 0.01% Reduced -1.7k -1,710
65 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 105,894105.9k $6.1m $6.1m 0.00% Reduced -212.0k -212,033
66 HARBOR CAPITAL ADVISORS, INC. 0.41% of their portfolio CHICAGO, IL 104,646104.6k $6.0m $6.0m 0.41% Reduced -15.5k -15,471
67 Man Group plc 0.01% of their portfolio LONDON, X0 102,831102.8k $5.9m $5.9m 0.01% Added +41.1k +41,058
68 Capula Management Ltd 0.03% of their portfolio Grand Cayman, E9 101,811101.8k $5.9m $5.9m 0.03% Not comparable
69 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 96,80196.8k $5.6m $5.6m 0.00% Added +7.6k +7,633
70 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 96,75796.8k $5.6m $5.6m 0.00% New
71 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 89,28589.3k $5.2m $5.2m 0.00% Added +69.9k +69,859
72 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 88,72888.7k $5.1m $5.1m 0.00% Reduced -10.3k -10,312
73 Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio FRANKFURT AM MAIN, 2M 87,88487.9k $5.1m $5.1m 0.01% Added +1.9k +1,944
74 BCGM Wealth Management, LLC 1.05% of their portfolio LAFAYETTE, IN 85,75485.8k $4.9m $4.9m 1.05% Added +5.1k +5,093
75 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 85,32885.3k $4.9m $4.9m 0.00% Reduced -8.2k -8,177
76 Orvieto Partners, L.P. 3.70% of their portfolio BOSTON, MA 84,94484.9k $4.9m $4.9m 3.70% Added +24.3k +24,345
77 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio TALLAHASSEE, FL 84,35284.4k $4.9m $4.9m 0.01% Reduced -1.9k -1,880
78 Diversified Investment Strategies, LLC 3.11% of their portfolio BATON ROUGE, LA 83,32983.3k $4.8m $4.8m 3.11% Unchanged
79 Legal & General Group Plc 0.00% of their portfolio London, X0 82,51582.5k $4.8m $4.8m 0.00% Added +2.8k +2,774
80 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 76,51776.5k $4.4m $4.4m 0.01% Added +11.1k +11,081
81 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 72,18972.2k $4.2m $4.2m 0.00% Added +3.2k +3,215
82 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 71,85371.9k $4.1m $4.1m 0.01% Reduced -2.4k -2,400
83 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio BALA CYNWYD, PA 67,53867.5k $3.9m $3.9m 0.07% Added +8.0k +7,964
84 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 66,66366.7k $3.8m $3.8m 0.03% Reduced -40 -40
85 Trexquant Investment LP 0.02% of their portfolio STAMFORD, CT 63,00063.0k $3.6m $3.6m 0.02% New
86 STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio LYSAKER, Q8 62,25062.2k $3.6m $3.6m 0.01% Reduced -9.2k -9,171
87 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 54,28754.3k $3.1m $3.1m 0.00% Added +36.3k +36,267
88 Treasurer of the State of North Carolina 0.01% of their portfolio RALEIGH, NC 53,82953.8k $3.1m $3.1m 0.01% Added +670 +670
89 Skylands Capital, LLC 0.36% of their portfolio Milwaukee, WI 50,96551.0k $2.9m $2.9m 0.36% Reduced -34.4k -34,400
90 Logan Stone Capital, LLC 0.61% of their portfolio CHICAGO, IL 50,08950.1k $2.9m $2.9m 0.61% New
91 INKWELL CAPITAL LLC 2.93% of their portfolio MIAMI, FL 48,88048.9k $2.8m $2.8m 2.93% Reduced -132 -132
92 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 48,17148.2k $3.1m $3.1m 0.00% Reduced -19.1k -19,110
93 NATIXIS 0.01% of their portfolio PARIS, I0 47,42647.4k $2.7m $2.7m 0.01% New
94 Jupiter Topco LLC 0.00% of their portfolio NEW YORK, NY 47,10047.1k $2.7m $2.7m 0.00% First filing
95 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 46,55246.6k $2.7m $2.7m 0.00% Reduced -6.6k -6,558
96 Police & Firemen's Retirement System of New Jersey 0.02% of their portfolio TRENTON, NJ 46,37346.4k $2.7m $2.7m 0.02% Added +2.5k +2,454
97 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 44,60744.6k $2.6m $2.6m 0.00% Added +753 +753
98 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 44,57444.6k $2.6m $2.6m 0.00% Added +23.5k +23,473
99 KBC Group NV 0.01% of their portfolio Brussels, C9 43,88043.9k $2.5m $2.5m 0.01% Added +1.9k +1,912
100 Vanguard Global Advisers, LLC 0.00% of their portfolio MALVERN, PA 43,55543.6k $2.5m $2.5m 0.00% Reduced -3.0k -3,029