Security key
023586100
- Type / Class
- Equity / COM
- Total 13F shares
- 7,352,008
- Share change
- -60,616
- Total reported value
- $2,867,574,910
- Price per share
- $390.04
- Number of holders
- 213
- Value change
- -$21,549,562
- Number of buys
- 102
- Number of sells
- 109
Report period
Q3 2019
Institutions
213
Top holders
10
UHAL full security history
Newer quarter: Q4 2019
Previous quarter: Q2 2019
U-Haul Holding Co /NV/ SEC filings
U-Haul Holding Co /NV/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 023586100
Recent filing periods:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
710,517
|
$268,967,000 | — | 30 Jun 2019 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
657,490
|
$248,893,000 | — | 30 Jun 2019 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
581,802
|
$220,240,000 | — | 30 Jun 2019 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
class O/S missing
|
561,258
|
$212,464,000 | — | 30 Jun 2019 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
479,491
|
$181,508,000 | — | 30 Jun 2019 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
—
class O/S missing
|
422,666
|
$160,000,000 | — | 30 Jun 2019 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
—
class O/S missing
|
404,566
|
$153,148,000 | — | 30 Jun 2019 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
class O/S missing
|
334,379
|
$126,579,000 | — | 30 Jun 2019 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
230,102
|
$87,105,000 | — | 30 Jun 2019 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
209,707
|
$79,385,000 | — | 30 Jun 2019 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
class O/S missing
|
174,912
|
$66,213,000 | — | 30 Jun 2019 | |
| NorthCoast Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
174,495
|
$66,055,000 | — | 30 Jun 2019 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
149,585
|
$56,625,000 | — | 30 Jun 2019 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
138,434
|
$52,336,000 | — | 30 Jun 2019 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
101,876
|
$38,565,000 | — | 30 Jun 2019 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
101,301
|
$38,349,000 | — | 30 Jun 2019 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
100,687
|
$38,092,000 | — | 30 Jun 2019 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
96,253
|
$36,437,000 | — | 30 Jun 2019 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
74,795
|
$28,314,000 | — | 30 Jun 2019 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
70,448
|
$26,668,000 | — | 30 Jun 2019 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
—
class O/S missing
|
67,979
|
$25,591,000 | — | 30 Jun 2019 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
—
class O/S missing
|
67,218
|
$25,445,000 | — | 30 Jun 2019 | |
| Indaba Capital Management, L.P. |
13F
|
Company |
—
class O/S missing
|
65,526
|
$24,805,000 | — | 30 Jun 2019 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
60,738
|
$22,992,000 | — | 30 Jun 2019 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
55,470
|
$20,998,000 | — | 30 Jun 2019 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
54,498
|
$20,631,000 | — | 30 Jun 2019 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
53,284
|
$20,171,000 | — | 30 Jun 2019 | |
| UNITED SERVICES AUTOMOBILE ASSOCIATION |
13F
|
Company |
—
class O/S missing
|
51,292
|
$19,417,000 | — | 30 Jun 2019 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
46,746
|
$17,696,000 | — | 30 Jun 2019 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
class O/S missing
|
46,139
|
$17,466,000 | — | 30 Jun 2019 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
class O/S missing
|
42,406
|
$16,053,000 | — | 30 Jun 2019 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
class O/S missing
|
36,308
|
$13,744,000 | — | 30 Jun 2019 | |
| NEW YORK STATE COMMON RETIREMENT FUND |
13F
|
Company |
—
class O/S missing
|
35,100
|
$13,287,000 | — | 30 Jun 2019 | |
| WILEN INVESTMENT MANAGEMENT CORP. |
13F
|
Company |
—
class O/S missing
|
34,306
|
$12,796,000 | — | 30 Jun 2019 | |
| NORGES BANK |
13F
|
Company |
—
class O/S missing
|
32,623
|
$12,349,000 | — | 30 Jun 2019 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
32,586
|
$12,335,000 | — | 30 Jun 2019 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
class O/S missing
|
31,511
|
$11,928,490 | — | 30 Jun 2019 | |
| Cloverdale Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
28,443
|
$10,767,000 | — | 30 Jun 2019 | |
| INGALLS & SNYDER LLC |
13F
|
Company |
—
class O/S missing
|
25,598
|
$9,690,000 | — | 30 Jun 2019 | |
| Legal & General Group Plc |
13F
|
Company |
—
class O/S missing
|
25,018
|
$9,471,000 | — | 30 Jun 2019 | |
| Assenagon Asset Management S.A. |
13F
|
Company |
—
class O/S missing
|
22,150
|
$8,385,000 | — | 30 Jun 2019 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
class O/S missing
|
21,266
|
$8,046,000 | — | 30 Jun 2019 | |
| Erste Asset Management GmbH |
13F
|
Company |
—
class O/S missing
|
21,000
|
$7,949,550 | — | 30 Jun 2019 | |
| BRANDES INVESTMENT PARTNERS, LP |
13F
|
Company |
—
class O/S missing
|
20,338
|
$7,699,000 | — | 30 Jun 2019 | |
| DENALI ADVISORS LLC |
13F
|
Company |
—
class O/S missing
|
19,400
|
$7,344,000 | — | 30 Jun 2019 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
—
class O/S missing
|
19,516
|
$7,343,000 | — | 30 Jun 2019 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
—
class O/S missing
|
19,383
|
$7,338,000 | — | 30 Jun 2019 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
19,140
|
$7,245,000 | — | 30 Jun 2019 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
17,684
|
$6,694,000 | — | 30 Jun 2019 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
—
class O/S missing
|
17,189
|
$6,507,000 | — | 30 Jun 2019 |
Institutional Holders of U-Haul Holding Co /NV/ - COM (UHAL) as of Q3 2019
As of 30 Sep 2019,
U-Haul Holding Co /NV/ - COM (UHAL) was held by
213 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,352,008 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., WELLINGTON MANAGEMENT GROUP LLP, ABRAMS CAPITAL MANAGEMENT, L.P., DIMENSIONAL FUND ADVISORS LP, PRINCIPAL FINANCIAL GROUP INC, BARROW HANLEY MEWHINNEY & STRAUSS LLC, Artisan Partners Limited Partnership, STATE STREET CORP, and HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC.
This page lists
214
institutional shareholders reporting positions in this security
for the Q3 2019 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2019 vs Q2 2019 Across Filers
Q2 2019 holders
228
Q3 2019 holders
213
Holder diff
-15
| Investor | Q2 2019 Shares | Q3 2019 Shares | Share Diff | Share Chg % | Q2 2019 Value $ | Q3 2019 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.