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

CUSIP: 023586100

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / COM
Total 13F shares
7,578,903
Share change
+110,641
Total reported value
$419,310,006
Put/Call ratio
152%
Price per share
$55.32
Number of holders
185
Value change
+$5,035,199
Number of buys
70
Number of sells
106

Security key

023586100

Report period

Q2 2023

Institutions

185

Top holders

10

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
VANGUARD GROUP INC
13F
Company
mixed-class rows
9,953,915
mixed-class rows
$522,749,493 31 Mar 2023
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
7,516,034
mixed-class rows
$395,312,878 31 Mar 2023
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
6,776,720
mixed-class rows
$354,676,212 31 Mar 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,726,600
mixed-class rows
$248,384,332 31 Mar 2023
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
4,070,270
mixed-class rows
$214,218,311 31 Mar 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
3,573,252
$185,273,117 31 Mar 2023
13F
FMR LLC
13F
Company
mixed-class rows
3,428,622
mixed-class rows
$181,507,809 31 Mar 2023
13F
Smead Capital Management, Inc.
13F
Company
mixed-class rows
2,717,388
mixed-class rows
$145,405,397 31 Mar 2023
13F
STATE STREET CORP
13F
Company
mixed-class rows
2,481,794
mixed-class rows
$130,413,602 31 Mar 2023
13F
Artisan Partners Limited Partnership
13F
Company
mixed-class rows
1,687,373
mixed-class rows
$88,812,452 31 Mar 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,347,034
mixed-class rows
$70,916,219 31 Mar 2023
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,205,669
$62,513,944 31 Mar 2023
13F
NORGES BANK
13F
Company
mixed-class rows
1,038,184
mixed-class rows
$54,104,439 31 Mar 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
723,043
mixed-class rows
$38,654,077 31 Mar 2023
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
715,294
mixed-class rows
$37,671,153 31 Mar 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
664,610
$34,460,029 31 Mar 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
mixed-class rows
500,325
mixed-class rows
$29,526,000 31 Mar 2023
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
552,404
mixed-class rows
$28,907,106 31 Mar 2023
13F
Harspring Capital Management, LLC
13F
Company
class O/S missing
530,000
$27,480,500 31 Mar 2023
13F
SCOUT INVESTMENTS, INC.
13F
Company
class O/S missing
523,602
$27,148,764 31 Mar 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
mixed-class rows
468,702
mixed-class rows
$24,413,981 31 Mar 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
mixed-class rows
424,230
mixed-class rows
$22,447,275 31 Mar 2023
13F
JANUS HENDERSON GROUP PLC
13F
Company
mixed-class rows
423,996
mixed-class rows
$22,166,440 31 Mar 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
mixed-class rows
412,562
mixed-class rows
$21,933,424 31 Mar 2023
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
380,423
mixed-class rows
$20,160,320 31 Mar 2023
13F
Swiss National Bank
13F
Company
class O/S missing
349,331
$18,112,812 31 Mar 2023
13F
DigitalBridge Group, Inc.
13F
Company
class O/S missing
335,449
$17,393,031 31 Mar 2023
13F
Legal & General Group Plc
13F
Company
mixed-class rows
319,100
mixed-class rows
$16,597,540 31 Mar 2023
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
mixed-class rows
313,952
mixed-class rows
$16,290,173 31 Mar 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
302,196
$15,668,863 31 Mar 2023
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
class O/S missing
300,302
$15,570,659 31 Mar 2023
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
class O/S missing
297,681
$15,434,760 31 Mar 2023
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
mixed-class rows
293,160
mixed-class rows
$15,429,010 31 Mar 2023
13F
Corient Private Wealth LLC
13F
Company
class O/S missing
281,767
$14,609,597 31 Mar 2023
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
277,161
mixed-class rows
$14,562,795 31 Mar 2023
13F
SCHRODER INVESTMENT MANAGEMENT GROUP
13F
Company
mixed-class rows
274,672
mixed-class rows
$14,242,735 31 Mar 2023
13F
APG Asset Management N.V.
13F
Company
class O/S missing
280,450
$13,384,263 31 Mar 2023
13F
OAKVIEW CAPITAL MANAGEMENT, L.P.
13F
Company
class O/S missing
244,849
$12,695,421 31 Mar 2023
13F
CREDIT SUISSE AG/
13F
Company
class O/S missing
244,539
$12,679,347 31 Mar 2023
13F
Nuveen Asset Management, LLC
13F
Company
mixed-class rows
237,518
mixed-class rows
$12,496,000 31 Mar 2023
13F
AMERIPRISE FINANCIAL INC
13F
Company
mixed-class rows
204,924
mixed-class rows
$11,618,340 31 Mar 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
215,949
mixed-class rows
$11,246,898 31 Mar 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
214,351
$11,114,103 31 Mar 2023
13F
Vision Capital Management, Inc.
13F
Company
mixed-class rows
205,827
mixed-class rows
$10,861,195 31 Mar 2023
13F
STANSBERRY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
187,395
$9,716,431 31 Mar 2023
13F
DEUTSCHE BANK AG\
13F
Company
mixed-class rows
181,563
mixed-class rows
$9,415,922 31 Mar 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
mixed-class rows
178,333
mixed-class rows
$9,385,404 31 Mar 2023
13F
Amundi
13F
Individual
mixed-class rows
179,704
mixed-class rows
$9,197,288 31 Mar 2023
13F
WINMILL & CO. INC
13F
Company
mixed-class rows
159,300
mixed-class rows
$8,383,960 31 Mar 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
mixed-class rows
157,946
mixed-class rows
$8,215,747 31 Mar 2023
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM (UHAL) as of Q2 2023

As of 30 Jun 2023, U-Haul Holding Co /NV/ - COM (UHAL) was held by 185 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 7,578,903 shares. The largest 10 holders included VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, Smead Capital Management, Inc., SCHARF INVESTMENTS, LLC, FMR LLC, BlackRock Inc., ABRAMS CAPITAL MANAGEMENT, L.P., DIMENSIONAL FUND ADVISORS LP, MILLENNIUM MANAGEMENT LLC, and FIRST TRUST ADVISORS LP. This page lists 186 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
196
Q2 2023 holders
185
Holder diff
-11
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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.
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .