U-Haul Holding Co /NV/ - COM (UHAL)

CUSIP: 023586100

Q3 2014 13F Holders as of 30 Sep 2014

Type / Class
Equity / COM
Total 13F shares
5,303,649
Share change
-15,234
Total reported value
$1,387,576,250
Put/Call ratio
74%
Price per share
$261.89
Number of holders
161
Value change
-$7,748,737
Number of buys
76
Number of sells
80

Quarterly Holders Quick Answers

What is CUSIP 023586100?
CUSIP 023586100 identifies UHAL - U-Haul Holding Co /NV/ - COM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of UHAL - U-Haul Holding Co /NV/ - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Holder Source Role / Reporting Ownership % Shares Holdings Value 12M Net Δ As of Details
DIMENSIONAL FUND ADVISORS LP
13F
Company
class O/S missing
958,220
$278,604,000 30 Jun 2014
13F
VANGUARD GROUP INC
13F
Company
class O/S missing
395,150
$114,893,000 30 Jun 2014
13F
Bruce & Co., Inc.
13F
Company
class O/S missing
242,865
$70,615,000 30 Jun 2014
13F
ADVISORY RESEARCH INC
13F
Company
class O/S missing
215,587
$62,684,000 30 Jun 2014
13F
JAMES INVESTMENT RESEARCH, INC.
13F
Company
class O/S missing
201,610
$58,620,000 30 Jun 2014
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
180,772
$52,561,000 30 Jun 2014
13F
LSV ASSET MANAGEMENT
13F
Company
class O/S missing
172,599
$50,184,000 30 Jun 2014
13F
BlackRock Institutional Trust Company, N.A.
13F
Company
class O/S missing
168,162
$48,895,000 30 Jun 2014
13F
COLUMBIA WANGER ASSET MANAGEMENT LLC
13F
Company
class O/S missing
149,000
$43,323,000 30 Jun 2014
13F
STATE STREET CORP
13F
Company
class O/S missing
124,905
$36,311,000 30 Jun 2014
13F
BLUESTEIN R H & CO LLC
13F
Company
class O/S missing
120,741
$35,107,000 30 Jun 2014
13F
NORTHERN TRUST CORP
13F
Company
class O/S missing
102,626
$29,839,000 30 Jun 2014
13F
NORGES BANK
13F
Company
class O/S missing
93,715
$27,248,000 30 Jun 2014
13F
Kerrisdale Advisers, LLC
13F
Company
class O/S missing
93,137
$27,081,000 30 Jun 2014
13F
TIAA CREF INVESTMENT MANAGEMENT LLC
13F
Company
class O/S missing
92,622
$26,931,000 30 Jun 2014
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
class O/S missing
81,258
$23,626,000 30 Jun 2014
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
class O/S missing
79,500
$23,115,000 30 Jun 2014
13F
BANK OF AMERICA CORP /DE/
13F
Company
class O/S missing
76,079
$22,121,000 30 Jun 2014
13F
Brandywine Global Investment Management, LLC
13F
Company
class O/S missing
73,831
$21,468,000 30 Jun 2014
13F
WELLS FARGO & COMPANY/MN
13F
Company
class O/S missing
63,198
$18,376,000 30 Jun 2014
13F
Manikay Partners, LLC
13F
Company
class O/S missing
59,247
$17,227,000 30 Jun 2014
13F
JPMORGAN CHASE & CO
13F
Company
class O/S missing
58,780
$17,090,000 30 Jun 2014
13F
Skylands Capital, LLC
13F
Company
class O/S missing
55,725
$16,203,000 30 Jun 2014
13F
WILEN INVESTMENT MANAGEMENT CORP.
13F
Company
class O/S missing
56,322
$16,108,000 30 Jun 2014
13F
PRUDENTIAL FINANCIAL INC
13F
Company
class O/S missing
54,465
$15,836,000 30 Jun 2014
13F
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
class O/S missing
52,600
$15,294,000 30 Jun 2014
13F
BlackRock Fund Advisors
13F
Company
class O/S missing
50,229
$14,605,000 30 Jun 2014
13F
ISZO CAPITAL MANAGEMENT LP
13F
Company
class O/S missing
48,786
$14,185,000 30 Jun 2014
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
class O/S missing
48,607
$14,132,000 30 Jun 2014
13F
FrontFour Capital Group LLC
13F
Company
class O/S missing
39,489
$11,482,000 30 Jun 2014
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
class O/S missing
39,168
$11,388,000 30 Jun 2014
13F
MORGAN STANLEY
13F
Company
class O/S missing
38,858
$11,297,000 30 Jun 2014
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
38,363
$11,154,000 30 Jun 2014
13F
Nationwide Fund Advisors
13F
Company
class O/S missing
37,180
$10,810,000 30 Jun 2014
13F
Invesco Ltd.
13F
Company
class O/S missing
36,557
$10,629,000 30 Jun 2014
13F
SANDLER CAPITAL MANAGEMENT
13F
Company
class O/S missing
35,100
$10,206,000 30 Jun 2014
13F
NICHOLAS COMPANY, INC.
13F
Company
class O/S missing
34,965
$10,166,000 30 Jun 2014
13F
TEACHERS ADVISORS, LLC
13F
Company
class O/S missing
34,581
$10,055,000 30 Jun 2014
13F
Phocas Financial Corp.
13F
Company
class O/S missing
33,294
$9,681,000 30 Jun 2014
13F
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC.
13F
Company
class O/S missing
30,449
$8,852,000 30 Jun 2014
13F
Bank of New York Mellon Corp
13F
Company
class O/S missing
29,648
$8,621,000 30 Jun 2014
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
class O/S missing
29,462
$8,567,000 30 Jun 2014
13F
DENALI ADVISORS LLC
13F
Company
class O/S missing
28,500
$8,287,000 30 Jun 2014
13F
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC
13F
Company
class O/S missing
27,580
$8,020,000 30 Jun 2014
13F
FIRST QUADRANT LLC/CA
13F
Company
class O/S missing
27,066
$7,870,000 30 Jun 2014
13F
KEELEY ASSET MANAGEMENT CORP
13F
Company
class O/S missing
23,848
$6,934,000 30 Jun 2014
13F
CI Global Investments Inc.
13F
Company
class O/S missing
20,000
$5,815,000 30 Jun 2014
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
class O/S missing
17,332
$5,040,000 30 Jun 2014
13F
AXA S.A.
13F
Company
class O/S missing
17,300
$5,030,000 30 Jun 2014
13F
ALPINE WOODS CAPITAL INVESTORS, LLC
13F
Company
class O/S missing
17,220
$5,007,000 30 Jun 2014
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM (UHAL) as of Q3 2014

As of 30 Sep 2014, U-Haul Holding Co /NV/ - COM (UHAL) was held by 161 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,303,649 shares. The largest 10 holders included DIMENSIONAL FUND ADVISORS LP, VANGUARD GROUP INC, Bruce & Co., Inc., ADVISORY RESEARCH INC, BlackRock Institutional Trust Company, N.A., WELLINGTON MANAGEMENT CO LLP, JAMES INVESTMENT RESEARCH INC, COLUMBIA WANGER ASSET MANAGEMENT LLC, LSV ASSET MANAGEMENT, and NICHOLAS CO INC /WI. This page lists 161 institutional shareholders reporting positions in this security for the Q3 2014 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2014 vs Q2 2014 Across Filers

Q2 2014 holders
164
Q3 2014 holders
161
Holder diff
-3
Investor Q2 2014 Shares Q3 2014 Shares Share Diff Share Chg % Q2 2014 Value $ Q3 2014 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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