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

CUSIP: 023586506

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COM SER N
Total 13F shares
63,032,974
Share change
+251,524
Total reported value
$4,438,917,766
Put/Call ratio
0%
Price per share
$70.44
Number of holders
279
Value change
+$22,310,504
Number of buys
128
Number of sells
109

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
10,108,183
mixed-class rows
$531,423,471 30 Sep 2023
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
8,081,544
mixed-class rows
$424,860,924 30 Sep 2023
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
5,959,845
mixed-class rows
$313,099,477 30 Sep 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,591,441
mixed-class rows
$241,417,284 30 Sep 2023
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
4,070,270
mixed-class rows
$214,128,764 30 Sep 2023
13F
FMR LLC
13F
Company
mixed-class rows
3,617,222
mixed-class rows
$190,100,145 30 Sep 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
mixed-class rows
3,296,772
mixed-class rows
$172,909,465 30 Sep 2023
13F
Smead Capital Management, Inc.
13F
Company
mixed-class rows
2,646,165
mixed-class rows
$139,787,793 30 Sep 2023
13F
STATE STREET CORP
13F
Company
mixed-class rows
2,362,344
mixed-class rows
$124,213,320 30 Sep 2023
13F
SCHARF INVESTMENTS, LLC
13F
Company
mixed-class rows
1,597,156
mixed-class rows
$84,929,164 30 Sep 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,572,312
mixed-class rows
$82,619,003 30 Sep 2023
13F
Artisan Partners Limited Partnership
13F
Company
mixed-class rows
1,557,892
mixed-class rows
$81,958,833 30 Sep 2023
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,474,904
$77,270,230 30 Sep 2023
13F
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
Company
class O/S missing
1,246,821
$65,320,952 30 Sep 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
1,210,035
$63,393,734 30 Sep 2023
13F
NORGES BANK
13F
Company
mixed-class rows
1,170,424
mixed-class rows
$61,657,741 30 Sep 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
mixed-class rows
903,986
mixed-class rows
$47,465,953 30 Sep 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
675,268
mixed-class rows
$35,536,664 30 Sep 2023
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
628,505
mixed-class rows
$33,081,731 30 Sep 2023
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
600,372
mixed-class rows
$31,525,098 30 Sep 2023
13F
Harspring Capital Management, LLC
13F
Company
class O/S missing
442,500
$23,182,575 30 Sep 2023
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
422,036
mixed-class rows
$22,221,320 30 Sep 2023
13F
Tweedy, Browne Co LLC
13F
Company
class O/S missing
418,635
$21,932,288 30 Sep 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
mixed-class rows
395,217
mixed-class rows
$20,740,887 30 Sep 2023
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
mixed-class rows
343,739
mixed-class rows
$18,685,291 30 Sep 2023
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
mixed-class rows
313,415
mixed-class rows
$16,721,342 30 Sep 2023
13F
FIRST TRUST ADVISORS LP
13F
Company
class O/S missing
299,221
$16,328,489 30 Sep 2023
13F
Swiss National Bank
13F
Company
class O/S missing
311,131
$16,300,153 30 Sep 2023
13F
Nuveen Asset Management, LLC
13F
Company
mixed-class rows
280,431
mixed-class rows
$14,750,881 30 Sep 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
281,550
$14,750,399 30 Sep 2023
13F
JANUS HENDERSON GROUP PLC
13F
Company
class O/S missing
279,570
$14,646,672 30 Sep 2023
13F
Legal & General Group Plc
13F
Company
mixed-class rows
259,236
mixed-class rows
$13,591,327 30 Sep 2023
13F
Corient Private Wealth LLC
13F
Company
class O/S missing
245,962
$12,885,933 30 Sep 2023
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
244,232
mixed-class rows
$12,799,606 30 Sep 2023
13F
Invesco Ltd.
13F
Company
mixed-class rows
237,283
mixed-class rows
$12,489,157 30 Sep 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
226,594
$11,871,260 30 Sep 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
215,784
mixed-class rows
$11,327,610 30 Sep 2023
13F
Vision Capital Management, Inc.
13F
Company
mixed-class rows
209,590
mixed-class rows
$11,034,793 30 Sep 2023
13F
Old West Investment Management, LLC
13F
Company
class O/S missing
176,235
$9,617,143 30 Sep 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
mixed-class rows
176,332
mixed-class rows
$9,241,774 30 Sep 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
mixed-class rows
174,216
mixed-class rows
$9,160,690 30 Sep 2023
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
class O/S missing
170,801
$8,948,264 30 Sep 2023
13F
STANSBERRY ASSET MANAGEMENT, LLC
13F
Company
class O/S missing
165,202
$8,654,933 30 Sep 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
mixed-class rows
157,628
mixed-class rows
$8,487,094 30 Sep 2023
13F
WINMILL & CO. INC
13F
Company
mixed-class rows
159,300
mixed-class rows
$8,380,454 30 Sep 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
mixed-class rows
155,223
mixed-class rows
$8,284,260 30 Sep 2023
13F
FINANCIAL COUNSELORS INC
13F
Company
mixed-class rows
155,719
mixed-class rows
$8,185,914 30 Sep 2023
13F
DEUTSCHE BANK AG\
13F
Company
mixed-class rows
153,680
mixed-class rows
$8,052,513 30 Sep 2023
13F
MARSHALL WACE, LLP
13F
Company
class O/S missing
135,906
$7,416,392 30 Sep 2023
13F
RHUMBLINE ADVISERS
13F
Company
mixed-class rows
132,392
mixed-class rows
$6,958,744 30 Sep 2023
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q4 2023

As of 31 Dec 2023, U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by 279 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 63,032,974 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 279 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
249
Q4 2023 holders
279
Holder diff
30
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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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