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

CUSIP: 023586506

Q4 2024 13F Holders as of 31 Dec 2024

Security identity
Holder snapshot
Share change
+551,005
Reported price per share
$64.05
Number of holders
311
Value change
+$23,119,217
Number of buys
138
Number of sells
124

Security key

023586506

Report period

Q4 2024

Institutions

311

Top holders

10

Ownership snapshot

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. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
Clarendon Strategies, LLC
13D/G signal
Evidence rows
50
Latest as of
30 Sep 2024
3/4/5 13F Highest disclosed value: $733,416,866 Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
Clarendon Strategies, LLC
3/4/5
Member of 10% owner group
class O/S missing
300 shares
16 Nov 2022
VANGUARD GROUP INC
13F
Company
13F
mixed-class rows
$733,416,866
10,121,304 shares
mixed-class rows
30 Sep 2024
YACKTMAN ASSET MANAGEMENT LP
13F
Company
13F
mixed-class rows
$488,171,071
6,747,043 shares
mixed-class rows
30 Sep 2024
BlackRock, Inc.
13F
Company
13F
mixed-class rows
$467,748,738
6,464,667 shares
mixed-class rows
30 Sep 2024
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
mixed-class rows
$300,896,404
4,153,480 shares
mixed-class rows
30 Sep 2024
ABRAMS CAPITAL MANAGEMENT, L.P.
13F
Company
13F
mixed-class rows
$247,889,341
3,440,137 shares
mixed-class rows
30 Sep 2024
Smead Capital Management, Inc.
13F
Company
13F
mixed-class rows
$217,177,230
2,975,004 shares
mixed-class rows
30 Sep 2024
FMR LLC
13F
Company
13F
mixed-class rows
$189,585,330
2,632,625 shares
mixed-class rows
30 Sep 2024
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
STATE STREET CORP
13F
Company
13F
mixed-class rows
$186,873,647
2,580,514 shares
mixed-class rows
30 Sep 2024
Southpoint Capital Advisors LP
13F
Company
13F
mixed-class rows
$166,728,000
2,270,000 shares
mixed-class rows
30 Sep 2024
SCHARF INVESTMENTS, LLC
13F
Company
13F
mixed-class rows
$128,954,728
1,737,455 shares
mixed-class rows
30 Sep 2024
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
mixed-class rows
$127,628,250
1,762,663 shares
mixed-class rows
30 Sep 2024
WELLINGTON MANAGEMENT GROUP LLP
13F
Company
13F
class O/S missing
$124,267,464
1,725,937 shares
30 Sep 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$110,865,240
1,539,795 shares
30 Sep 2024
TRIAN FUND MANAGEMENT, L.P.
13F
Company
13F
mixed-class rows
$110,366,581
1,498,650 shares
mixed-class rows
30 Sep 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC
13F
Company
13F
class O/S missing
$99,007,704
1,375,107 shares
30 Sep 2024
Artisan Partners Limited Partnership
13F
Company
13F
class O/S missing
$95,346,144
1,324,252 shares
30 Sep 2024
NORGES BANK
13F
Company
13F
mixed-class rows
$90,736,835
1,235,348 shares
mixed-class rows
30 Sep 2024
REINHART PARTNERS, LLC.
13F
Company
13F
class O/S missing
$77,086,522
1,070,646 shares
30 Sep 2024
MORGAN STANLEY
13F
Company
13F
mixed-class rows
$60,459,359
829,062 shares
mixed-class rows
30 Sep 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
13F
class O/S missing
$51,114,168
709,919 shares
30 Sep 2024
Tweedy, Browne Co LLC
13F
Company
13F
class O/S missing
$43,082,496
598,368 shares
30 Sep 2024
Bruce & Co., Inc.
13F
Company
13F
mixed-class rows
$42,362,735
582,655 shares
mixed-class rows
30 Sep 2024
NORTHERN TRUST CORP
13F
Company
13F
mixed-class rows
$39,537,022
546,565 shares
mixed-class rows
30 Sep 2024
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F
Company
13F
mixed-class rows
$33,937,720
470,815 shares
mixed-class rows
30 Sep 2024
FIRST TRUST ADVISORS LP
13F
Company
13F
class O/S missing
$30,806,352
427,866 shares
30 Sep 2024
Bank of New York Mellon Corp
13F
Company
13F
mixed-class rows
$29,969,299
414,517 shares
mixed-class rows
30 Sep 2024
SCOUT INVESTMENTS, INC.
13F
Company
13F
class O/S missing
$21,815,930
321,295 shares
30 Sep 2024
Nuveen Asset Management, LLC
13F
Company
13F
mixed-class rows
$20,859,419
287,565 shares
mixed-class rows
30 Sep 2024
Swiss National Bank
13F
Company
13F
class O/S missing
$20,687,832
287,331 shares
30 Sep 2024
THIRD AVENUE MANAGEMENT LLC
13F
Company
13F
mixed-class rows
$20,598,827
285,984 shares
mixed-class rows
30 Sep 2024
JANUS HENDERSON GROUP PLC
13F
Company
13F
class O/S missing
$19,981,376
277,518 shares
30 Sep 2024
SYSTEMATIC FINANCIAL MANAGEMENT LP
13F
Company
13F
mixed-class rows
$18,404,847
255,497 shares
mixed-class rows
30 Sep 2024
Harspring Capital Management, LLC
13F
Company
13F
class O/S missing
$18,360,000
255,000 shares
30 Sep 2024
LORD, ABBETT & CO. LLC
13F
Company
13F
class O/S missing
$17,358,000
224,036 shares
30 Sep 2024
Legal & General Group Plc
13F
Company
13F
mixed-class rows
$15,833,912
219,799 shares
mixed-class rows
30 Sep 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
13F
Company
13F
mixed-class rows
$15,763,347
218,891 shares
mixed-class rows
30 Sep 2024
Vision Capital Management, Inc.
13F
Company
13F
mixed-class rows
$15,491,098
213,219 shares
mixed-class rows
30 Sep 2024
BALYASNY ASSET MANAGEMENT L.P.
13F
Company
13F
class O/S missing
$15,404,688
213,954 shares
30 Sep 2024
FULLER & THALER ASSET MANAGEMENT, INC.
13F
Company
13F
class O/S missing
$15,185,009
210,903 shares
30 Sep 2024
HARBOR CAPITAL ADVISORS, INC.
13F
Company
13F
class O/S missing
$14,203,000
197,258 shares
30 Sep 2024
ENVESTNET ASSET MANAGEMENT INC
13F
Company
13F
mixed-class rows
$14,121,930
188,776 shares
mixed-class rows
30 Sep 2024
SEGALL BRYANT & HAMILL, LLC
13F
Company
13F
class O/S missing
$13,374,751
185,760 shares
30 Sep 2024
Sumitomo Mitsui Trust Group, Inc.
13F
Company
13F
class O/S missing
$12,940,056
179,723 shares
30 Sep 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
13F
mixed-class rows
$12,666,630
174,906 shares
mixed-class rows
30 Sep 2024
Invesco Ltd.
13F
Company
13F
mixed-class rows
$12,630,368
175,025 shares
mixed-class rows
30 Sep 2024
DEUTSCHE BANK AG\
13F
Company
13F
mixed-class rows
$12,576,691
174,630 shares
mixed-class rows
30 Sep 2024
WELLS FARGO & COMPANY/MN
13F
Company
13F
mixed-class rows
$11,722,426
161,384 shares
mixed-class rows
30 Sep 2024
FINANCIAL COUNSELORS INC
13F
Company
13F
class O/S missing
$11,022,264
153,087 shares
30 Sep 2024
GOLDMAN SACHS GROUP INC
13F
Company
13F
mixed-class rows
$10,657,143
147,182 shares
mixed-class rows
30 Sep 2024
How to read this table

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.

13F holder rows

Institutional holders as of Q4 2024

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
311
Shares
64,058,050
Rows loaded
312
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.

Compare Q4 2024 vs Q3 2024 Across Filers

Q3 2024 holders
289
Q4 2024 holders
311
Holder diff
22
Investor Q3 2024 Shares Q4 2024 Shares Share Diff Share Chg % Q3 2024 value Q4 2024 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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 .