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

CUSIP: 023586100

Q3 2016 13F Holders as of 30 Sep 2016

Share change
+1,825
Put/Call ratio
128%
SEC-reported price per share
$324.23
Number of holders
210
Value change
-$8,123,104
Number of buys
80
Open additional details 1 more signal available
Number of sells
120

Security key

023586100

Report period

Q3 2016

Institutions

210

Top holders

10

Ownership snapshot

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

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
0/15
Latest evidence
30 Jun 2016
13F Highest disclosed value: $311,009,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

DIMENSIONAL FUND ADVISORS LP has the largest disclosed position value at $311.01M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Disclosed position value Top 5
DIMENSIONAL FUND ADVISORS LP $311.01M
VANGUARD GROUP INC $159.58M
NICHOLAS COMPANY, INC. $119.58M
WELLINGTON MANAGEMENT GROUP LLP $101.76M
COLUMBIA WANGER ASSET MANAGEMENT LLC $82.46M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
class O/S missing
$311,009,000
830,354 shares
30 Jun 2016
VANGUARD GROUP INC
13F
Company
13F
class O/S missing
$159,578,000
426,056 shares
30 Jun 2016
NICHOLAS COMPANY, INC.
13F
Company
13F
class O/S missing
$119,577,000
319,256 shares
30 Jun 2016
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
class O/S missing
$101,764,000
271,698 shares
30 Jun 2016
COLUMBIA WANGER ASSET MANAGEMENT LLC
13F
Company
13F
class O/S missing
$82,460,000
220,158 shares
30 Jun 2016
JAMES INVESTMENT RESEARCH, INC.
13F
Company
13F
class O/S missing
$79,538,000
212,357 shares
30 Jun 2016
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2016

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
210
Shares
5,577,083
Rows available
210
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2016 vs Q2 2016 Across Filers

Q2 2016 holders
230
Q3 2016 holders
210
Holder diff
-20
Investor Q2 2016 Shares Q3 2016 Shares Share Diff Share Chg % Q2 2016 value Q3 2016 value Value change Value Chg %

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

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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