U-Haul Holding Co /NV/ - COM SER N (UHALB)

CUSIP: 023586506

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / COM SER N
Total 13F shares
62,717,079
Share change
-262,896
Total reported value
$3,250,456,653
Put/Call ratio
1.1%
Price per share
$51.85
Number of holders
274
Value change
-$15,926,435
Number of buys
127
Number of sells
127

Security key

023586506

Report period

Q1 2023

Institutions

274

Top holders

10

Top shareholders of UHALB - U-Haul Holding Co /NV/ - COM SER N (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
9,676,210
mixed-class rows
$536,330,611 31 Dec 2022
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
7,468,852
mixed-class rows
$414,579,353 31 Dec 2022
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
6,790,305
mixed-class rows
$375,315,649 31 Dec 2022
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,799,951
mixed-class rows
$266,269,000 31 Dec 2022
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
4,070,270
mixed-class rows
$225,904,055 31 Dec 2022
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
3,802,513
$209,062,165 31 Dec 2022
13F
Smead Capital Management, Inc.
13F
Company
mixed-class rows
2,589,051
mixed-class rows
$145,364,938 31 Dec 2022
13F
STATE STREET CORP
13F
Company
mixed-class rows
2,494,737
mixed-class rows
$138,566,965 31 Dec 2022
13F
FMR LLC
13F
Company
mixed-class rows
2,309,213
mixed-class rows
$128,151,752 31 Dec 2022
13F
Artisan Partners Limited Partnership
13F
Company
mixed-class rows
1,780,213
mixed-class rows
$98,822,694 31 Dec 2022
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,299,745
mixed-class rows
$72,044,000 31 Dec 2022
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,203,521
$66,170,000 31 Dec 2022
13F
NORGES BANK
13F
Company
mixed-class rows
1,066,654
mixed-class rows
$58,946,916 31 Dec 2022
13F
MORGAN STANLEY
13F
Company
mixed-class rows
731,123
mixed-class rows
$40,892,601 31 Dec 2022
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
735,585
mixed-class rows
$40,833,499 31 Dec 2022
13F
Harspring Capital Management, LLC
13F
Company
mixed-class rows
697,500
mixed-class rows
$38,780,980 31 Dec 2022
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
mixed-class rows
593,226
mixed-class rows
$32,802,617 31 Dec 2022
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
mixed-class rows
552,337
mixed-class rows
$32,324,000 31 Dec 2022
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
569,324
mixed-class rows
$31,482,139 31 Dec 2022
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
564,710
$31,047,756 31 Dec 2022
13F
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM
13F
Company
mixed-class rows
530,257
mixed-class rows
$29,462,383 31 Dec 2022
13F
LAZARD ASSET MANAGEMENT LLC
13F
Company
mixed-class rows
462,440
mixed-class rows
$27,440,000 31 Dec 2022
13F
AustralianSuper Pty Ltd
13F
Company
mixed-class rows
461,093
mixed-class rows
$26,510,379 31 Dec 2022
13F
SCOUT INVESTMENTS, INC.
13F
Company
class O/S missing
481,299
$26,461,819 31 Dec 2022
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
class O/S missing
436,125
$23,978,153 31 Dec 2022
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
mixed-class rows
424,160
mixed-class rows
$23,765,610 31 Dec 2022
13F
JANUS HENDERSON GROUP PLC
13F
Company
mixed-class rows
425,683
mixed-class rows
$23,535,078 31 Dec 2022
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
391,377
mixed-class rows
$21,763,741 31 Dec 2022
13F
GOLDMAN SACHS GROUP INC
13F
Company
mixed-class rows
379,877
mixed-class rows
$21,178,049 31 Dec 2022
13F
Swiss National Bank
13F
Company
class O/S missing
356,731
$19,613,070 31 Dec 2022
13F
Ancient Art, L.P.
13F
Company
mixed-class rows
326,530
mixed-class rows
$18,122,741 31 Dec 2022
13F
Legal & General Group Plc
13F
Company
mixed-class rows
315,078
mixed-class rows
$17,367,989 31 Dec 2022
13F
Nuveen Asset Management, LLC
13F
Company
mixed-class rows
312,021
mixed-class rows
$17,277,000 31 Dec 2022
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
mixed-class rows
313,952
mixed-class rows
$17,268,938 31 Dec 2022
13F
APG Asset Management N.V.
13F
Company
mixed-class rows
311,308
mixed-class rows
$17,247,000 31 Dec 2022
13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
mixed-class rows
293,160
mixed-class rows
$16,270,674 31 Dec 2022
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
289,460
$15,914,511 31 Dec 2022
13F
Invesco Ltd.
13F
Company
mixed-class rows
286,695
mixed-class rows
$15,893,454 31 Dec 2022
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
279,470
mixed-class rows
$15,501,068 31 Dec 2022
13F
DigitalBridge Group, Inc.
13F
Company
mixed-class rows
259,348
mixed-class rows
$14,505,594 31 Dec 2022
13F
OAKVIEW CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
244,418
mixed-class rows
$13,601,701 31 Dec 2022
13F
CREDIT SUISSE AG/
13F
Company
mixed-class rows
229,058
mixed-class rows
$12,599,590 31 Dec 2022
13F
HEARTLAND ADVISORS INC
13F
Company
mixed-class rows
221,287
mixed-class rows
$12,323,420 31 Dec 2022
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
223,257
mixed-class rows
$12,309,908 31 Dec 2022
13F
ArrowMark Colorado Holdings LLC
13F
Company
mixed-class rows
218,000
mixed-class rows
$12,105,470 31 Dec 2022
13F
VOYA INVESTMENT MANAGEMENT LLC
13F
Company
mixed-class rows
204,985
mixed-class rows
$12,030,913 31 Dec 2022
13F
STANSBERRY ASSET MANAGEMENT, LLC
13F
Company
mixed-class rows
195,025
mixed-class rows
$10,824,080 31 Dec 2022
13F
K2 PRINCIPAL FUND, L.P.
13F
Company
mixed-class rows
189,882
mixed-class rows
$10,507,442 31 Dec 2022
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
189,055
$10,394,000 31 Dec 2022
13F
Amundi
13F
Individual
mixed-class rows
173,506
mixed-class rows
$10,269,852 31 Dec 2022
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q1 2023

As of 31 Mar 2023, U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by 274 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 62,717,079 shares. The largest 10 holders included VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, ABRAMS CAPITAL MANAGEMENT, L.P., WELLINGTON MANAGEMENT GROUP LLP, FMR LLC, STATE STREET CORP, Smead Capital Management, Inc., and Artisan Partners Limited Partnership. This page lists 274 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
264
Q1 2023 holders
274
Holder diff
10
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 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.
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