Fund shareholders of U-Haul Holding Co
ISIN US0235861004 · United States · LEI 5493003WIDMLDHYC6Y24
- Fund shareholders
- 183
- Of which ETFs
- 48 135 other funds
- Value held
- ≈ 159.4M $ 159.4M $ · 118.8K SEK
This issuer has other securities: U-Haul Holding Co (US0235865062)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 373,355 | 24.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Fund AMG Funds | 300,000 | 19.6M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 207,613 | 13.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Meridian Contrarian Fund Meridian Fund Inc | 155,000 | 10.1M $ | 1.49 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 145,494 | 10.3M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 128,340 | 8.4M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 83,557 | 5.9M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 80,586 | 5.3M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| BRUCE FUND Bruce Fund, Inc. | 68,000 | 4.4M $ | 1.18 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 67,680 | 4.8M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 61,956 | 4.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 45,904 | 3.3M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,530 | 2.9M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 37,628 | 2.7M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 33,039 | 2.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 29,435 | 2.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 27,622 | 1.8M $ | 0.32 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,475 | 1.7M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 23,541 | 1.7M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 22,110 | 1.4M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 21,567 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 17,183 | 994.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 16,662 | 1.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,360 | 1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,594 | 1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 12,657 | 828.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 12,243 | 868.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 11,951 | 782.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 11,314 | 740.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 11,305 | 739.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 9,338 | 611.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 9,000 | 638.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 8,884 | 514.3K $ | 0.06 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,590 | 609.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,288 | 516.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,270 | 420.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,228 | 512.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 7,072 | 462.8K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 6,839 | 485K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 6,638 | 384.3K $ | 0.03 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,327 | 448.6K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 6,203 | 405.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 5,990 | 424.8K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 5,406 | 353.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 5,377 | 381.3K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,264 | 304.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 5,057 | 358.6K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,045 | 357.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,837 | 343K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,593 | 300.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 4,429 | 289.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 4,310 | 282K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 4,300 | 248.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,292 | 304.3K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,281 | 303.6K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,031 | 285.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AMG Yacktman Global Fund AMG Funds | 4,000 | 261.8K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,930 | 257.2K $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 3,876 | 274.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 3,800 | 248.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 3,730 | 244.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 3,430 | 243.2K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 3,341 | 236.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 3,036 | 215.3K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 2,975 | 172.2K $ | 0.54 % | as of May 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 2,900 | 189.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 2,899 | 189.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,894 | 189.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 2,887 | 188.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 2,852 | 202.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,660 | 154K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 2,517 | 178.5K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 2,498 | 177.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,374 | 168.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,323 | 152K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 2,230 | 145.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,160 | 153.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,818 | 128.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 1,815 | 118.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,803 | 127.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,700 | 111.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 1,670 | 118.4K $ | 0.72 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 1,668 | 118.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,663 | 108.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,626 | 106.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 1,510 | 87.4K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,475 | 104.6K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 1,454 | 95.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,430 | 82.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 1,365 | 89.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 1,346 | 95.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 1,293 | 91.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,203 | 78.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 1,176 | 77K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 1,160 | 67.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,149 | 66.5K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,144 | 81.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 1,134 | 80.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,118 | 73.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,058 | 69.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Meridian Contrarian Fund Meridian Fund Inc | 1.49 % | as of Jun 30, 2026 ↗ |
| BRUCE FUND Bruce Fund, Inc. | 1.18 % | as of Jun 30, 2026 ↗ |
| Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 0.72 % | as of Jul 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 0.54 % | as of May 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 0.32 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Fund AMG Funds | 0.27 % | as of Jun 30, 2026 ↗ |
| The Frontier Economic Fund ETF Series Solutions | 0.26 % | as of May 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 0.18 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.15 % | as of Jul 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 0.12 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 182 | +11 | 2,385,267 | +10.1 % |
| 2026Q2 | 171 | +3 | 2,165,782 | +7.5 % |
| 2026Q1 | 168 | -5 | 2,014,641 | +0.5 % |
| 2025Q4 | 173 | -10 | 2,005,443 | -1.6 % |
| 2025Q3 | 183 | -1 | 2,038,011 | -9.5 % |
| 2025Q2 | 184 | +3 | 2,251,551 | -17.2 % |
| 2025Q1 | 181 | -2 | 2,718,978 | -1.8 % |
| 2024Q4 | 183 | -11 | 2,769,388 | +1.1 % |
| 2024Q3 | 194 | -11 | 2,740,440 | -9.6 % |
| 2024Q2 | 205 | -3 | 3,032,921 | -4.0 % |
| 2024Q1 | 208 | -1 | 3,160,722 | -3.6 % |
| 2023Q4 | 209 | 3,279,061 |
Institutional managers
197 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 510,097 | 24.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 474,247 | 22.7M $ | as of Mar 31, 2026 |
| Southpoint Capital Advisors LP | 362,000 | 17.3M $ | as of Mar 31, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | 325,369 | 15.5M $ | as of Mar 31, 2026 |
| Scharf Investments, LLC | 322,002 | 15.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 321,287 | 15.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 292,278 | 14M $ | as of Mar 31, 2026 |
| Quantinno Capital Management LP | 244,297 | 11.7M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 231,635 | 11.1M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 209,284 | 10M $ | as of Mar 31, 2026 |
| ArrowMark Colorado Holdings LLC | 183,800 | 8.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 179,546 | 8.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 176,514 | 8.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 148,981 | 7.1M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 137,554 | 6.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 113,685 | 5.4M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 110,642 | 5.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108,752 | 5.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 93,366 | 4.5M $ | as of Mar 31, 2026 |
| Lighthouse Investment Partners, LLC | 88,540 | 4.2M $ | as of Mar 31, 2026 |
| Deltroit Asset Management (UK) LLP | 84,418 | 4M $ | as of Mar 31, 2026 |
| Old West Investment Management, LLC | 79,320 | 3.8M $ | as of Mar 31, 2026 |
| Orvieto Partners, L.P. | 79,203 | 3.8M $ | as of Mar 31, 2026 |
| Bruce & Co., Inc. | 73,900 | 3.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 67,746 | 3.2M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of U-Haul Holding Co". https://titelia.com/en/stocks/u-haul-holding-co-US0235861004