Security key
023586506
- Type / Class
- Equity / COM SER N
- Total 13F shares
- 63,377,456
- Share change
- -741,770
- Total reported value
- $3,750,072,479
- Put/Call ratio
- 5.9%
- Price per share
- $59.18
- Number of holders
- 319
- Value change
- -$55,763,203
- Number of buys
- 144
- Number of sells
- 134
Report period
Q1 2025
Institutions
319
Top holders
10
UHALB full security history
Newer quarter: Q2 2025
Previous quarter: Q4 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
|
10,059,174
mixed-class rows
|
$648,500,117 | — | 31 Dec 2024 | |
| YACKTMAN ASSET MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
6,554,812
mixed-class rows
|
$421,710,916 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
—
mixed-class rows
|
5,954,989
mixed-class rows
|
$383,549,361 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
—
mixed-class rows
|
4,101,410
mixed-class rows
|
$264,342,175 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
—
mixed-class rows
|
3,633,545
mixed-class rows
|
$232,763,668 | — | 31 Dec 2024 | |
| ABRAMS CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
3,287,870
mixed-class rows
|
$210,771,534 | — | 31 Dec 2024 | |
| Smead Capital Management, Inc. |
13F
|
Company |
—
mixed-class rows
|
2,904,748
mixed-class rows
|
$188,306,904 | — | 31 Dec 2024 | |
| Southpoint Capital Advisors LP |
13F
|
Company |
—
mixed-class rows
|
2,500,000
mixed-class rows
|
$163,653,000 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
—
mixed-class rows
|
2,477,211
mixed-class rows
|
$159,569,052 | — | 31 Dec 2024 | |
| TRIAN FUND MANAGEMENT, L.P. |
13F
|
Company |
—
mixed-class rows
|
1,776,700
mixed-class rows
|
$117,083,715 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
1,770,600
mixed-class rows
|
$114,048,512 | — | 31 Dec 2024 | |
| SCHARF INVESTMENTS, LLC |
13F
|
Company |
—
mixed-class rows
|
1,632,202
mixed-class rows
|
$107,744,969 | — | 31 Dec 2024 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
1,680,000
|
$107,604,000 | — | 31 Dec 2024 | |
| REINHART PARTNERS, LLC. |
13F
|
Company |
—
class O/S missing
|
1,581,127
|
$101,271,202 | — | 31 Dec 2024 | |
| NORGES BANK |
13F
|
Company |
—
mixed-class rows
|
1,378,019
mixed-class rows
|
$90,312,480 | — | 31 Dec 2024 | |
| Artisan Partners Limited Partnership |
13F
|
Company |
—
class O/S missing
|
1,324,938
|
$84,862,279 | — | 31 Dec 2024 | |
| Pertento Partners LLP |
13F
|
Company |
—
class O/S missing
|
739,889
|
$47,389,890 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
723,283
|
$46,326,276 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
—
mixed-class rows
|
653,261
mixed-class rows
|
$42,313,709 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
mixed-class rows
|
634,071
mixed-class rows
|
$40,786,315 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
—
class O/S missing
|
626,115
|
$40,102,666 | — | 31 Dec 2024 | |
| EMINENCE CAPITAL, LP |
13F
|
Company |
—
class O/S missing
|
548,799
|
$35,150,576 | — | 31 Dec 2024 | |
| Bruce & Co., Inc. |
13F
|
Company |
—
mixed-class rows
|
540,900
mixed-class rows
|
$35,017,101 | — | 31 Dec 2024 | |
| Tweedy, Browne Co LLC |
13F
|
Company |
—
class O/S missing
|
489,431
|
$31,348,056 | — | 31 Dec 2024 | |
| Impactive Capital LP |
13F
|
Company |
—
class O/S missing
|
487,044
|
$31,195,168 | — | 31 Dec 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
—
mixed-class rows
|
453,689
mixed-class rows
|
$29,094,687 | — | 31 Dec 2024 | |
| Bayberry Capital Partners LP |
13F
|
Company |
—
class O/S missing
|
447,553
|
$28,665,770 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
—
mixed-class rows
|
412,763
mixed-class rows
|
$26,552,414 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
mixed-class rows
|
376,342
mixed-class rows
|
$24,132,117 | — | 31 Dec 2024 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
—
class O/S missing
|
300,000
|
$20,727,000 | — | 31 Dec 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
—
class O/S missing
|
283,190
|
$18,138,320 | — | 31 Dec 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
—
class O/S missing
|
281,853
|
$18,053,264 | — | 31 Dec 2024 | |
| Swiss National Bank |
13F
|
Company |
—
class O/S missing
|
274,231
|
$17,564,496 | — | 31 Dec 2024 | |
| SYSTEMATIC FINANCIAL MANAGEMENT LP |
13F
|
Company |
—
mixed-class rows
|
265,383
mixed-class rows
|
$17,006,124 | — | 31 Dec 2024 | |
| THIRD AVENUE MANAGEMENT LLC |
13F
|
Company |
—
mixed-class rows
|
251,321
mixed-class rows
|
$16,104,448 | — | 31 Dec 2024 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
—
mixed-class rows
|
243,720
mixed-class rows
|
$15,613,099 | — | 31 Dec 2024 | |
| Harspring Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
230,000
|
$14,731,500 | — | 31 Dec 2024 | |
| FULLER & THALER ASSET MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
218,768
|
$14,012,083 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
215,588
|
$13,808,411 | — | 31 Dec 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
mixed-class rows
|
199,432
mixed-class rows
|
$13,304,636 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
—
mixed-class rows
|
203,159
mixed-class rows
|
$13,019,140 | — | 31 Dec 2024 | |
| Vision Capital Management, Inc. |
13F
|
Company |
—
mixed-class rows
|
198,678
mixed-class rows
|
$12,849,806 | — | 31 Dec 2024 | |
| HARBOR CAPITAL ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
198,770
|
$12,731,000 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
—
mixed-class rows
|
196,387
mixed-class rows
|
$12,605,708 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
mixed-class rows
|
188,285
mixed-class rows
|
$12,153,336 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
—
mixed-class rows
|
181,898
mixed-class rows
|
$11,736,020 | — | 31 Dec 2024 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
—
class O/S missing
|
180,193
|
$11,541,331 | — | 31 Dec 2024 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
—
class O/S missing
|
177,019
|
$11,338,067 | — | 31 Dec 2024 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
—
mixed-class rows
|
170,501
mixed-class rows
|
$10,923,894 | — | 31 Dec 2024 |
Institutional Holders of U-Haul Holding Co /NV/ - COM SER N (UHALB) as of Q1 2025
As of 31 Mar 2025,
U-Haul Holding Co /NV/ - COM SER N (UHALB) was held by
319 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,377,456 shares.
The largest 10 holders included
VANGUARD GROUP INC, YACKTMAN ASSET MANAGEMENT LP, BlackRock, Inc., FMR LLC, DIMENSIONAL FUND ADVISORS LP, ABRAMS CAPITAL MANAGEMENT, L.P., Smead Capital Management, Inc., STATE STREET CORP, HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC, and Southpoint Capital Advisors LP.
This page lists
322
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
311
Q1 2025 holders
319
Holder diff
8
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.