Security key
023586506
- Type / Class
- Equity / COM SER N
- Total 13F shares
- 63,840,965
- Share change
- +1,216,954
- Total reported value
- $3,831,607,525
- Price per share
- $60.02
- Number of holders
- 276
- Value change
- +$69,072,564
- Number of buys
- 146
- Number of sells
- 116
Report period
Q2 2024
Institutions
276
Top holders
10
UHALB full security history
Newer quarter: Q3 2024
Previous quarter: Q1 2024
U-Haul Holding Co /NV/ SEC filings
U-Haul Holding Co /NV/ company facts
Broader feeds
Reporting periods
Holder history for CUSIP 023586506
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
|---|---|---|---|---|---|---|---|---|
| Clarendon Strategies, LLC |
3/4/5
|
Member of 10% owner group |
—
class O/S missing
|
300
|
— | — | 16 Nov 2022 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
mixed-class rows
|
10,150,595
mixed-class rows
|
$677,580,165 | — | 31 Mar 2024 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
7,588,336
mixed-class rows
|
$506,396,064 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,998,080
mixed-class rows
|
$400,307,875 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
4,263,761
mixed-class rows
|
$284,613,120 | — | 31 Mar 2024 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
3,822,231
mixed-class rows
|
$255,104,593 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
3,550,385
mixed-class rows
|
$236,972,071 | — | 31 Mar 2024 | |
| Smead Capital Management, Inc. |
13F
|
Company |
—
mixed-class rows
|
2,723,694
mixed-class rows
|
$182,086,812 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
mixed-class rows
|
2,558,267
mixed-class rows
|
$170,777,336 | — | 31 Mar 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
mixed-class rows
|
2,433,512
mixed-class rows
|
$162,340,427 | — | 31 Mar 2024 | |
| Southpoint Capital Advisors LP |
13F
|
Company |
—
mixed-class rows
|
2,000,000
mixed-class rows
|
$133,729,800 | — | 31 Mar 2024 | |
| SCHARF INVESTMENTS, LLC |
13F
|
Company |
—
mixed-class rows
|
1,745,199
mixed-class rows
|
$116,945,040 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
1,698,347
mixed-class rows
|
$113,203,142 | — | 31 Mar 2024 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
mixed-class rows
|
1,497,714
mixed-class rows
|
$99,996,700 | — | 31 Mar 2024 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
1,480,145
|
$98,696,099 | — | 31 Mar 2024 | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC |
13F
|
Company |
—
class O/S missing
|
1,266,463
|
$84,447,753 | — | 31 Mar 2024 | |
| NORGES BANK |
13F
|
Company |
—
mixed-class rows
|
1,251,409
mixed-class rows
|
$83,725,672 | — | 31 Mar 2024 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
953,745
|
$63,595,717 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
795,461
mixed-class rows
|
$53,145,953 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
mixed-class rows
|
681,365
mixed-class rows
|
$45,477,620 | — | 31 Mar 2024 | |
| Tweedy, Browne Co LLC |
13F
|
Company |
—
class O/S missing
|
607,080
|
$40,480,094 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
mixed-class rows
|
566,690
mixed-class rows
|
$37,814,669 | — | 31 Mar 2024 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
564,155
mixed-class rows
|
$37,678,748 | — | 31 Mar 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
mixed-class rows
|
385,636
mixed-class rows
|
$25,726,121 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
377,463
mixed-class rows
|
$25,186,142 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
317,851
mixed-class rows
|
$21,221,710 | — | 31 Mar 2024 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
295,869
mixed-class rows
|
$19,729,797 | — | 31 Mar 2024 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
290,731
|
$19,385,943 | — | 31 Mar 2024 | |
| Harspring Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
290,000
|
$19,337,200 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
mixed-class rows
|
275,943
mixed-class rows
|
$18,418,536 | — | 31 Mar 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
274,493
|
$18,303,194 | — | 31 Mar 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
239,997
|
$16,002,977 | — | 31 Mar 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
237,718
|
$15,851,036 | — | 31 Mar 2024 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
236,841
mixed-class rows
|
$15,794,213 | — | 31 Mar 2024 | |
| Corient Private Wealth LLC |
13F
|
Company |
—
class O/S missing
|
232,557
|
$15,661,726 | — | 31 Mar 2024 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
227,779
|
$15,188,304 | — | 31 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
—
mixed-class rows
|
219,673
mixed-class rows
|
$14,649,486 | — | 31 Mar 2024 | |
| Vision Capital Management, Inc. |
13F
|
Company |
—
mixed-class rows
|
210,374
mixed-class rows
|
$14,049,155 | — | 31 Mar 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
mixed-class rows
|
198,765
mixed-class rows
|
$13,254,332 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
mixed-class rows
|
174,846
mixed-class rows
|
$11,732,634 | — | 31 Mar 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
mixed-class rows
|
172,519
mixed-class rows
|
$11,504,301 | — | 31 Mar 2024 | |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
mixed-class rows
|
172,218
mixed-class rows
|
$11,495,602 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
166,133
mixed-class rows
|
$11,086,932 | — | 31 Mar 2024 | |
| WINMILL & CO. INC |
13F
|
Company |
—
mixed-class rows
|
158,670
mixed-class rows
|
$10,593,274 | — | 31 Mar 2024 | |
| FINANCIAL COUNSELORS INC |
13F
|
Company |
—
mixed-class rows
|
158,057
mixed-class rows
|
$10,549,698 | — | 31 Mar 2024 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
—
mixed-class rows
|
153,752
mixed-class rows
|
$10,255,537 | — | 31 Mar 2024 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
—
mixed-class rows
|
151,052
mixed-class rows
|
$10,079,481 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
mixed-class rows
|
130,321
mixed-class rows
|
$8,699,000 | — | 31 Mar 2024 | |
| CREDIT SUISSE AG/ |
13F
|
Company |
—
class O/S missing
|
127,184
|
$8,480,630 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
—
mixed-class rows
|
125,307
mixed-class rows
|
$8,366,420 | — | 31 Mar 2024 |
Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q2 2024
As of 30 Jun 2024,
U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by
276 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,840,965 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, STATE STREET CORP, Smead Capital Management, Inc., WELLINGTON MANAGEMENT GROUP LLP, and Southpoint Capital Advisors LP.
This page lists
277
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
280
Q2 2024 holders
276
Holder diff
-4
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.