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Disclosery

UHAL U HAUL HOLDING COMPANY

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COM (common), issuer CIK 4457

200 managers (204 13F filers) reported a position in UHAL shares at 2024-12-31, 7,635,428 shares in all. 17 filers opened a position and 27 filers sold out during the quarter.

Managers
200
13F filers
204
New
17
Added
62
Reduced
67
Sold out
27
Shares held by filers
7,635,428

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC835,322$57.7M<0.01%-19,23613F-HRTimelineGroup
Southpoint Capital Advisors LPin group Southpoint Capital Advisors LP700,000$48.4M1.13%+100,00013F-HRTimelineGroup
TRIAN FUND MANAGEMENT, L.P.in group TRIAN FUND MANAGEMENT, L.P.652,000$45M1.16%+202,40513F-HRTimelineGroup
Scharf Investments, LLC635,399$43.9M1.3%-68,60513F-HRTimeline
Smead Capital Management, Inc.447,967$31M0.48%-95,26613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.423,078$29.2M<0.01%+4,70013F-HRTimelineGroup
NORGES BANK406,818$28.1M<0.01%+79,85113F-HRTimeline
YACKTMAN ASSET MANAGEMENT LP372,065$25.7M0.3%-62,96713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP327,691$22.6M0.01%-8,01813F-HRTimelineGroup
LORD, ABBETT & CO. LLC300,000$20.7M0.07%+75,96413F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding230,776$15.9M+153,157Timeline
STATE STREET CORPin group STATE STREET CORP181,362$12.5M<0.01%-15,10513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC160,736$11.1M<0.01%-16,94113F-HRTimelineGroup
Old West Investment Management, LLC133,537$9.23M3.74%+7,59013F-HRTimeline
Parkwood LLC130,744$9.03M1.11%+31,08513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,357$7.28M<0.01%+8,62713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC101,160$6.97M0.01%+37713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY93,696$6.47M<0.01%-46,21513F-HR/ATimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC86,276$5.96M0.02%+22,60013F-HRTimeline
ArrowMark Colorado Holdings LLC75,800$5.24M0.07%013F-HRTimeline
Bruce & Co., Inc.73,900$5.11M1.64%-1,20513F-HRTimeline
LPL Financial LLC69,750$4.82M<0.01%+64,96513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,557$3.29M<0.01%+34,66013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding44,893$3.1M+33,811Timeline
Verition Fund Management LLC41,317$2.85M0.01%+32,94613F-HRTimeline
ABRAMS CAPITAL MANAGEMENT, L.P.36,401$2.51M0.04%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,537$2.39M<0.01%+89813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC33,329$2.3M<0.01%+3,81713F-HRTimelineGroup
JACOBS LEVY EQUITY MANAGEMENT, INC31,830$2.2M0.01%-2,71113F-HRTimeline
Quantinno Capital Management LP31,107$2.15M0.02%+20,87913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,977$2.14M<0.01%new13F-HRTimelineGroup
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)30,600$2.11M0.02%+23,60013F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC29,443$2.03M<0.01%+16,06313F-HR/ATimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP25,754$1.78M<0.01%-21,37813F-HRTimelineGroup
Treasurer of the State of North Carolina25,228$1.74M0.01%+11,14813F-HRTimeline
Applied Fundamental Research, LLC25,087$1.73M1.36%-36,21313F-HRTimeline
Vision Capital Management, Inc.24,698$1.71M0.25%-72713F-HRTimeline
STRS OHIO23,810$1.65M0.01%+9,49313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,807$1.58M<0.01%+17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,592$1.28M<0.01%-16813F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC16,966$1.17M<0.01%+12,50013F-HRTimeline
Nuveen Asset Management, LLCin group TIAA16,955$1.17M<0.01%-11,28213F-HRTimelineGroup
Franklin Resourcesgroup of 3 filers holding16,087$1.11M-1,323Timeline
GSA CAPITAL PARTNERS LLP14,948$1.03M0.08%-3,85013F-HRTimeline
MCDONALD PARTNERS LLC14,800$1.02M0.26%-30013F-HRTimeline
Barnett & Company, Inc.14,050$971K0.64%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP13,484$932K0.24%-15613F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…13,393$925K<0.01%+4,23013F-HRTimeline
HRT FINANCIAL LP13,236$914K<0.01%-67613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,215$913K<0.01%+3,90613F-HRTimelineGroup
MGO ONE SEVEN LLC12,735$880K0.03%+1,68013F-HRTimeline
Kerrisdale Advisers, LLC12,714$878K0.3%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,402$788K<0.01%-52213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND11,366$785K<0.01%013F-HR/ATimeline
Aquatic Capital Management LLC11,284$780K0.02%+2,98413F-HRTimeline
Orvieto Partners, L.P.11,000$760K0.64%13F-HRTimeline
Atria Investments, Inc10,803$746K0.01%-7813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,816$678K<0.01%+1,99113F-HRTimelineGroup
Keeley-Teton Advisors, LLC9,620$665K0.08%+42913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,731$649K<0.01%-2,59913F-HRTimelineGroup
Semanteon Capital Management, LP9,326$644K0.35%new13F-HRTimeline
Diversified Investment Strategies, LLC8,514$588K0.38%+5013F-HRTimeline
RHUMBLINE ADVISERS8,383$579K<0.01%-1,02113F-HR/ATimeline
Carnegie Lake Advisors LLC8,020$554K0.22%-55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,969$551K<0.01%-28513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC7,815$540K<0.01%-4,39313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,660$529K<0.01%+2,00613F-HRTimelineGroup
HighTower Advisors, LLC7,433$514K<0.01%-33413F-HRTimeline
REDMONT WEALTH ADVISORS LLC7,394$511K0.88%+613F-HRTimeline
Norman Fields, Gottscho Capital Managem…7,196$497K0.16%-3213F-HRTimeline
Asset Planning,Inc7,100$491K0.37%13F-HRTimeline
FMR LLCin group FMR LLC6,959$481K<0.01%+33713F-HRTimelineGroup
Petrus Trust Company, LTA6,837$472K0.05%new13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…6,671$461K0.03%-6,71713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,591$455K<0.01%-4,36513F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/6,408$443K<0.01%+38613F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,384$441K0.1%-18113F-HRTimeline
Schonfeld Strategic Advisors LLC6,300$435K<0.01%new13F-HRTimeline
Oppenheimer & Close, LLC6,115$422K0.35%-10013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC6,000$415K0.12%+1,00013F-HRTimeline
INGALLS & SNYDER LLC5,685$393K0.02%-17113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,438$376K<0.01%13F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.5,381$372K<0.01%+16813F-HRTimelineGroup
Intellectus Partners, LLC5,340$369K0.08%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP4,851$335K0.06%new13F-HRTimeline
Farringdon Capital, Ltd.4,823$333K0.14%13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…4,611$319K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC4,311$298K0.15%-9613F-HRTimeline
Mraz, Amerine & Associates, Inc.4,270$295K0.05%-15613F-HR/ATimeline
Belpointe Asset Management LLC4,130$293K0.02%-48513F-HRTimeline
DIVERSIFIED TRUST CO4,025$278K0.01%013F-HRTimeline
Atom Investors LP3,869$267K0.03%-1013F-HRTimeline
Quadcap Wealth Management, LLC3,867$267K0.04%-28913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,759$260K<0.01%-34613F-HR/ATimelineGroup
INKWELL CAPITAL LLC3,540$245K0.26%13F-HRTimeline
Legacy Capital Group California, Inc.3,383$234K0.07%+23713F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,292$227K0.13%13F-HRTimeline
Lakewood Asset Management LLC3,239$224K0.15%-13213F-HRTimeline
Versor Investments LP3,200$221K0.04%new13F-HRTimeline
Optas, LLC3,174$219K0.05%new13F-HRTimeline
Institute for Wealth Management, LLC.3,008$208K0.03%-4113F-HRTimeline
RK Asset Management, LLC3,002$207K0.17%-23113F-HRTimeline
Aster Capital Management (DIFC) Ltd2,990$207K0.08%new13F-HRTimeline
Police & Firemen's Retirement System of…2,708$187K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…2,690$186K0.02%013F-HRTimeline
KLP KAPITALFORVALTNING AS2,600$180K<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,144$148K<0.01%-1,24713F-HR/ATimelineGroup
Skylands Capital, LLC2,045$141K0.02%-20013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,789$124K<0.01%-1,85413F-HRTimelineGroup
SYSTEMATIC FINANCIAL MANAGEMENT LP1,642$113K<0.01%013F-HRTimeline
THIRD AVENUE MANAGEMENT LLC1,456$101K0.02%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,428$99K<0.01%-47113F-HRTimelineGroup
COMERICA BANK1,423$98.3K<0.01%-913F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc1,350$93.3K<0.01%-18013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,049$72.5K0.01%+913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,048$67.1K<0.01%-5713F-HRTimeline
Allworth Financial LP893$64.7K<0.01%+79213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…799$55.2K<0.01%-54213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC749$51.7K<0.01%-26613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/715$49.4K<0.01%+1013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\656$45.3K<0.01%+4813F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC650$44.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\609$42.1K<0.01%+21313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…562$38.8K<0.01%-2113F-HR/ATimeline
Putney Financial Group LLC517$35.7K0.03%13F-HRTimeline
Investors Research Corp500$34.5K0.01%-50013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management473$32.7K<0.01%+1513F-HRTimelineGroup
AMALGAMATED BANK456$32K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…425$29.4K<0.01%-313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS407$28.1K<0.01%-1,96313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC390$26.9K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC378$26K<0.01%+7413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…373$25.8K<0.01%+12813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…369$25.5K<0.01%+18313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP355$24.5K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/329$22.7K<0.01%+13213F-HRTimelineGroup
Sterling Capital Management LLC318$22K<0.01%+5813F-HRTimeline
Atlantic Private Wealth, LLC300$20.7K0.02%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…281$19.4K<0.01%-513F-HRTimelineGroup
Parallel Advisors, LLC280$19.3K<0.01%-513F-HRTimeline
Versant Capital Management, Inc279$19.3K<0.01%+27313F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS261$18K<0.01%-2,94413F-HRTimeline
Arax Advisory Partners178$12.3K<0.01%+7513F-HRTimeline
GAMMA Investing LLC176$12.2K<0.01%+3413F-HRTimeline
Larson Financial Group LLC167$11.5K<0.01%+6713F-HRTimeline
Pinnacle Bancorp, Inc.141$9.74K<0.01%013F-HRTimeline
Covestor Ltd116$8K0.01%-51313F-HRTimeline
SJS Investment Consulting Inc.104$7.19K<0.01%-213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.104$7.11K<0.01%+10013F-HRTimelineGroup
Vestcor Inc96$7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC100$6.91K<0.01%-2313F-HRTimeline
CVA Family Office, LLC100$6.91K<0.01%013F-HRTimeline
Amundiin group Amundi101$6.91K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC98$6.77K<0.01%+813F-HRTimeline
Financial Perspectives, Inc95$6.56K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC91$6.29K<0.01%+6413F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.91$6.29K<0.01%-613F-HRTimelineGroup
Quent Capital, LLC77$5.33K<0.01%013F-HRTimeline
ExodusPoint Capital Management, LP52$4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC54$3.72K<0.01%013F-HRTimeline
MAI Capital Management50$3.46K<0.01%new13F-HRTimeline
Brooklyn Investment Group47$3.25K<0.01%+3013F-HRTimeline
Venturi Wealth Management, LLC43$2.97K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc41$2.83K<0.01%new13F-HRTimeline
UMB Bank, n.a.30$2.07K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management33$2K<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc23$1.59K<0.01%013F-HRTimeline
Riverview Trust Co23$1.59K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB22$1.52K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC21$1.45K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC21$1.45K<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC18$1.24K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC17$1.2K<0.01%13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.15$1K<0.01%-113F-HRTimelineGroup
Parkside Financial Bank & Trust14$969<0.01%+213F-HRTimeline
Sachetta, LLC12$830<0.01%-1113F-HRTimeline
Valued Wealth Advisors LLC10$691<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC8$553<0.01%013F-HR/ATimeline
Blue Trust, Inc.8$553<0.01%-39313F-HR/ATimeline
NewEdge Advisors, LLC7$484<0.01%013F-HRTimeline
Farther Finance Advisors, LLC6$415<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$415<0.01%013F-HRTimeline
Zions Bancorporation, N.A.5$345<0.01%013F-HRTimeline
SBI Securities Co., Ltd.5$345<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4$276<0.01%013F-HRTimeline
True Wealth Design, LLC3$208<0.01%013F-HRTimeline
IFP Advisors, Inc3$207<0.01%+113F-HRTimeline
Global Retirement Partners, LLC3$207<0.01%new13F-HRTimeline
Red Tortoise LLC3$207<0.01%013F-HRTimeline
Kennebec Savings Bank3$203<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2$138<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1$70<0.01%013F-HRTimeline
Private Wealth Management Group, LLC1$70<0.01%013F-HRTimeline
Activest Wealth Management1$69<0.01%new13F-HRTimeline
Global Financial Private Client, LLC1$69<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$69<0.01%13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV10$00%013F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC1$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.