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

CUSIP: 023586506

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / COM SER N
Total 13F shares
62,755,033
Share change
+813,041
Total reported value
$3,287,706,939
Put/Call ratio
22%
Price per share
$52.39
Number of holders
249
Value change
+$42,819,492
Number of buys
106
Number of sells
125

Quarterly Holders Quick Answers

What is CUSIP 023586506?
CUSIP 023586506 identifies UHALB - U-Haul Holding Co /NV/ - COM SER N in SEC institutional holdings data.

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

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
9,914,862
mixed-class rows
$506,249,454 30 Jun 2023
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
7,625,473
mixed-class rows
$389,705,672 30 Jun 2023
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
5,296,064
mixed-class rows
$270,341,665 30 Jun 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,672,751
mixed-class rows
$238,585,124 30 Jun 2023
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
4,070,270
mixed-class rows
$208,133,257 30 Jun 2023
13F
FMR LLC
13F
Company
mixed-class rows
3,778,703
mixed-class rows
$193,602,333 30 Jun 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
class O/S missing
3,478,337
$176,247,335 30 Jun 2023
13F
Smead Capital Management, Inc.
13F
Company
mixed-class rows
2,677,033
mixed-class rows
$138,203,762 30 Jun 2023
13F
STATE STREET CORP
13F
Company
mixed-class rows
2,378,608
mixed-class rows
$121,565,751 30 Jun 2023
13F
Artisan Partners Limited Partnership
13F
Company
mixed-class rows
1,609,438
mixed-class rows
$82,298,603 30 Jun 2023
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,431,806
$72,549,595 30 Jun 2023
13F
SCHARF INVESTMENTS, LLC
13F
Company
mixed-class rows
1,374,463
mixed-class rows
$71,878,523 30 Jun 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,365,334
mixed-class rows
$69,733,493 30 Jun 2023
13F
NORGES BANK
13F
Company
mixed-class rows
1,134,721
mixed-class rows
$58,137,552 30 Jun 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
1,130,360
$57,275,341 30 Jun 2023
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
715,294
mixed-class rows
$36,592,347 30 Jun 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
mixed-class rows
582,722
mixed-class rows
$31,106,710 30 Jun 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
540,166
mixed-class rows
$27,752,529 30 Jun 2023
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
538,544
mixed-class rows
$27,446,004 30 Jun 2023
13F
Harspring Capital Management, LLC
13F
Company
class O/S missing
517,500
$26,221,725 30 Jun 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 30 Jun 2023
13F
SCOUT INVESTMENTS, INC.
13F
Company
class O/S missing
400,543
$23,151,385 30 Jun 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
mixed-class rows
428,557
mixed-class rows
$21,983,813 30 Jun 2023
13F
Tweedy, Browne Co LLC
13F
Company
class O/S missing
433,208
$21,951,000 30 Jun 2023
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
393,715
mixed-class rows
$20,224,845 30 Jun 2023
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
class O/S missing
383,085
$19,410,917 30 Jun 2023
13F
JANUS HENDERSON GROUP PLC
13F
Company
class O/S missing
373,675
$18,934,113 30 Jun 2023
13F
Swiss National Bank
13F
Company
class O/S missing
349,031
$17,685,401 30 Jun 2023
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
mixed-class rows
313,929
mixed-class rows
$15,913,795 30 Jun 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
278,138
$15,386,594 30 Jun 2023
13F
Corient Private Wealth LLC
13F
Company
class O/S missing
282,585
$14,318,567 30 Jun 2023
13F
DigitalBridge Group, Inc.
13F
Company
class O/S missing
279,379
$14,156,134 30 Jun 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
mixed-class rows
251,019
mixed-class rows
$13,131,236 30 Jun 2023
13F
Legal & General Group Plc
13F
Company
mixed-class rows
255,061
mixed-class rows
$12,939,362 30 Jun 2023
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
250,671
mixed-class rows
$12,713,370 30 Jun 2023
13F
Nuveen Asset Management, LLC
13F
Company
mixed-class rows
238,897
mixed-class rows
$12,213,181 30 Jun 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
232,658
mixed-class rows
$11,838,218 30 Jun 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
226,594
$11,481,518 30 Jun 2023
13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
Company
mixed-class rows
214,995
mixed-class rows
$11,021,313 30 Jun 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
215,751
$10,932,104 30 Jun 2023
13F
Vision Capital Management, Inc.
13F
Company
mixed-class rows
206,262
mixed-class rows
$10,564,970 30 Jun 2023
13F
Old West Investment Management, LLC
13F
Company
class O/S missing
174,474
$9,651,901 30 Jun 2023
13F
Walleye Capital LLC
13F
Company
class O/S missing
182,118
$9,227,919 30 Jun 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
mixed-class rows
175,730
mixed-class rows
$8,976,395 30 Jun 2023
13F
MARSHALL WACE, LLP
13F
Company
class O/S missing
158,853
$8,787,749 30 Jun 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
mixed-class rows
166,403
mixed-class rows
$8,445,642 30 Jun 2023
13F
STANSBERRY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
162,066
$8,211,884 30 Jun 2023
13F
WINMILL & CO. INC
13F
Company
mixed-class rows
159,300
mixed-class rows
$8,145,806 30 Jun 2023
13F
Invesco Ltd.
13F
Company
mixed-class rows
157,858
mixed-class rows
$8,025,449 30 Jun 2023
13F
FINANCIAL COUNSELORS INC
13F
Company
mixed-class rows
155,767
mixed-class rows
$7,954,000 30 Jun 2023
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q3 2023

As of 30 Sep 2023, U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by 249 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 62,755,033 shares. The largest 10 holders included VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, BlackRock Inc., DIMENSIONAL FUND ADVISORS LP, ABRAMS CAPITAL MANAGEMENT, L.P., FMR LLC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, Smead Capital Management, Inc., and REINHART PARTNERS, LLC.. This page lists 249 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
276
Q3 2023 holders
249
Holder diff
-27
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 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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