Fund shareholders of U-Haul Holding Co
ISIN US0235861004 · United States · LEI 5493003WIDMLDHYC6Y24
- Fund shareholders
- 172
- Of which ETFs
- 49 123 other funds
- Value held
- 105.8M $ 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 | 361,438 | 17.3M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AMG Yacktman Fund AMG Funds | 300,000 | 14.3M $ | 0.21 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 207,619 | 9.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Meridian Contrarian Fund Meridian Fund Inc | 183,800 | 8.8M $ | 1.49 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 129,221 | 6.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 110,041 | 5.7M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 73,656 | 3.8M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| BRUCE FUND Bruce Fund, Inc. | 68,000 | 3.2M $ | 0.90 % | as of Mar 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 50,051 | 2.6M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 42,796 | 2.2M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 29,646 | 1.4M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 28,682 | 1.5M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,512 | 1.5M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,475 | 1.3M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 23,668 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 23,541 | 1.2M $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 21,567 | 1.1M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 19,606 | 993.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 18,644 | 890.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 18,015 | 912.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 17,229 | 823.2K $ | 0.18 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,360 | 733.9K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 15,208 | 726.6K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 14,594 | 749.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 12,499 | 641.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 11,796 | 563.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 11,233 | 536.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 11,061 | 528.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 9,164 | 437.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 9,000 | 462.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,590 | 441.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,569 | 409.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Inspire 500 ETF Northern Lights Fund Trust IV | 8,059 | 408.3K $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 7,925 | 407K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,288 | 374.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,228 | 371.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 6,839 | 351.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 6,654 | 317.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,327 | 325K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 6,320 | 302K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 5,990 | 307.6K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 5,527 | 280K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 5,406 | 258.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 5,377 | 276.2K $ | 0.11 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 5,208 | 267.5K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,987 | 252.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,866 | 232.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL CAP EQUITY FUND GuideStone Funds | 4,790 | 228.9K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 4,768 | 244.9K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,597 | 236.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 4,429 | 211.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,319 | 218.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 4,310 | 205.9K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,292 | 220.4K $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,216 | 216.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 4,162 | 213.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AMG Yacktman Global Fund AMG Funds | 4,000 | 191.1K $ | 0.09 % | as of Mar 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 3,930 | 187.8K $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 3,876 | 199.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 3,800 | 181.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 3,729 | 178.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 3,665 | 188.2K $ | 0.07 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,487 | 179.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 3,427 | 163.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 3,234 | 166.1K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,200 | 152.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 3,087 | 158.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,894 | 138.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 2,887 | 137.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 2,798 | 141.7K $ | 0.44 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,660 | 134.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 2,418 | 122.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 2,344 | 112K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 2,297 | 118K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Large Cap Defensive Style Fund AQR Funds | 2,125 | 101.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,101 | 106.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 2,061 | 105.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 2,036 | 103.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 1,886 | 96.9K $ | 0.56 % | as of Apr 30, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 1,815 | 86.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,803 | 92.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,707 | 87.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 1,688 | 86.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,663 | 79.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 1,661 | 85.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,626 | 77.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AQR Large Cap Multi-Style Fund AQR Funds | 1,585 | 75.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Growth Equity Index Fund GuideStone Funds | 1,579 | 75.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 1,500 | 71.7K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,475 | 75.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 1,414 | 72.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,372 | 65.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 1,346 | 69.1K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,324 | 63.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 1,302 | 66.9K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,237 | 62.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 1,218 | 62.6K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 1,176 | 56.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,118 | 53.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,113 | 57.2K $ | 0.00 % | as of Apr 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 Mar 31, 2026 ↗ |
| BRUCE FUND Bruce Fund, Inc. | 0.90 % | as of Mar 31, 2026 ↗ |
| Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust | 0.56 % | as of Apr 30, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 0.44 % | as of Feb 28, 2026 ↗ |
| The Frontier Economic Fund ETF Series Solutions | 0.34 % | as of Feb 28, 2026 ↗ |
| AMG Yacktman Fund AMG Funds | 0.21 % | as of Mar 31, 2026 ↗ |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 0.18 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.11 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 0.10 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 0.10 % | as of Mar 31, 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 |
|---|---|---|---|---|
| 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