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

CUSIP: 023586506

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / COM SER N
Total 13F shares
62,643,017
Share change
-273,566
Total reported value
$4,176,609,150
Price per share
$66.68
Number of holders
280
Value change
-$18,802,313
Number of buys
114
Number of sells
131

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
10,152,487
mixed-class rows
$716,333,791 31 Dec 2023
13F
YACKTMAN ASSET MANAGEMENT LP
13F
Company
mixed-class rows
7,946,880
mixed-class rows
$560,524,078 31 Dec 2023
13F
BlackRock Finance, Inc.
13F
Company
mixed-class rows
5,979,849
mixed-class rows
$421,753,269 31 Dec 2023
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
mixed-class rows
4,572,204
mixed-class rows
$322,589,808 31 Dec 2023
13F
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
mixed-class rows
4,070,270
mixed-class rows
$287,263,376 31 Dec 2023
13F
FMR LLC
13F
Company
mixed-class rows
3,617,997
mixed-class rows
$255,218,408 31 Dec 2023
13F
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
mixed-class rows
3,111,476
mixed-class rows
$219,289,149 31 Dec 2023
13F
Smead Capital Management, Inc.
13F
Company
mixed-class rows
2,612,092
mixed-class rows
$184,722,806 31 Dec 2023
13F
STATE STREET CORP
13F
Company
mixed-class rows
2,499,969
mixed-class rows
$176,395,446 31 Dec 2023
13F
SCHARF INVESTMENTS, LLC
13F
Company
mixed-class rows
1,797,462
mixed-class rows
$127,507,304 31 Dec 2023
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
mixed-class rows
1,641,240
mixed-class rows
$115,636,275 31 Dec 2023
13F
Artisan Partners Limited Partnership
13F
Company
mixed-class rows
1,524,796
mixed-class rows
$107,619,284 31 Dec 2023
13F
REINHART PARTNERS, LLC.
13F
Company
class O/S missing
1,525,560
$107,460,450 31 Dec 2023
13F
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
Company
class O/S missing
1,274,558
$89,779,866 31 Dec 2023
13F
NORGES BANK
13F
Company
mixed-class rows
1,191,595
mixed-class rows
$84,308,813 31 Dec 2023
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
mixed-class rows
957,346
mixed-class rows
$67,504,029 31 Dec 2023
13F
Southpoint Capital Advisors LP
13F
Company
mixed-class rows
912,480
mixed-class rows
$64,479,091 31 Dec 2023
13F
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
class O/S missing
826,185
$58,196,471 31 Dec 2023
13F
MORGAN STANLEY
13F
Company
mixed-class rows
700,646
mixed-class rows
$49,450,388 31 Dec 2023
13F
Bruce & Co., Inc.
13F
Company
mixed-class rows
607,155
mixed-class rows
$42,864,293 31 Dec 2023
13F
Tweedy, Browne Co LLC
13F
Company
class O/S missing
607,360
$42,782,438 31 Dec 2023
13F
NORTHERN TRUST CORP
13F
Company
mixed-class rows
601,360
mixed-class rows
$42,409,399 31 Dec 2023
13F
Bank of New York Mellon Corp
13F
Company
mixed-class rows
428,575
mixed-class rows
$30,252,735 31 Dec 2023
13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
mixed-class rows
384,317
mixed-class rows
$27,090,133 31 Dec 2023
13F
Swiss National Bank
13F
Company
class O/S missing
302,431
$21,303,240 31 Dec 2023
13F
THIRD AVENUE MANAGEMENT LLC
13F
Company
mixed-class rows
295,869
mixed-class rows
$20,842,993 31 Dec 2023
13F
Harspring Capital Management, LLC
13F
Company
class O/S missing
290,000
$20,427,600 31 Dec 2023
13F
JANUS HENDERSON GROUP PLC
13F
Company
class O/S missing
280,423
$19,752,996 31 Dec 2023
13F
Nuveen Asset Management, LLC
13F
Company
mixed-class rows
279,008
mixed-class rows
$19,690,413 31 Dec 2023
13F
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
mixed-class rows
236,914
mixed-class rows
$16,690,915 31 Dec 2023
13F
Invesco Ltd.
13F
Company
mixed-class rows
236,120
mixed-class rows
$16,639,538 31 Dec 2023
13F
Sumitomo Mitsui Trust Group, Inc.
13F
Company
class O/S missing
233,258
$16,430,694 31 Dec 2023
13F
Corient Private Wealth LLC
13F
Company
class O/S missing
228,768
$16,115,366 31 Dec 2023
13F
Legal & General Group Plc
13F
Company
mixed-class rows
228,541
mixed-class rows
$16,104,427 31 Dec 2023
13F
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
class O/S missing
224,858
$15,838,965 31 Dec 2023
13F
Vision Capital Management, Inc.
13F
Company
mixed-class rows
211,561
mixed-class rows
$14,936,326 31 Dec 2023
13F
WELLS FARGO & COMPANY/MN
13F
Company
mixed-class rows
192,814
mixed-class rows
$13,595,873 31 Dec 2023
13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
mixed-class rows
189,845
mixed-class rows
$13,374,423 31 Dec 2023
13F
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
mixed-class rows
169,937
mixed-class rows
$11,990,890 31 Dec 2023
13F
DEUTSCHE BANK AG\
13F
Company
mixed-class rows
161,239
mixed-class rows
$11,358,055 31 Dec 2023
13F
WINMILL & CO. INC
13F
Company
mixed-class rows
159,300
mixed-class rows
$11,242,757 31 Dec 2023
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
mixed-class rows
154,074
mixed-class rows
$10,953,809 31 Dec 2023
13F
FINANCIAL COUNSELORS INC
13F
Company
mixed-class rows
154,657
mixed-class rows
$10,910,781 31 Dec 2023
13F
RHUMBLINE ADVISERS
13F
Company
mixed-class rows
152,540
mixed-class rows
$10,758,587 31 Dec 2023
13F
GOLDMAN SACHS GROUP INC
13F
Company
mixed-class rows
132,049
mixed-class rows
$9,307,653 31 Dec 2023
13F
CREDIT SUISSE AG/
13F
Company
class O/S missing
130,829
$9,215,594 31 Dec 2023
13F
ROYAL BANK OF CANADA
13F
Company
mixed-class rows
126,793
mixed-class rows
$8,946,000 31 Dec 2023
13F
JACOBS LEVY EQUITY MANAGEMENT, INC
13F
Company
class O/S missing
123,141
$8,841,524 31 Dec 2023
13F
RK Asset Management, LLC
13F
Company
mixed-class rows
116,314
mixed-class rows
$8,199,000 31 Dec 2023
13F
AQR CAPITAL MANAGEMENT LLC
13F
Company
mixed-class rows
112,694
mixed-class rows
$8,075,860 31 Dec 2023
13F

Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q1 2024

As of 31 Mar 2024, U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by 280 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 62,643,017 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 Southpoint Capital Advisors LP. This page lists 281 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
279
Q1 2024 holders
280
Holder diff
1
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 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 .