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 | |
|---|---|---|---|---|
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,080 | 51.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,064 | 54.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,058 | 50.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 988 | 47.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 952 | 45.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 949 | 45.3K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 933 | 44.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 900 | 45.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 787 | 37.6K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 776 | 37.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 770 | 39.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 700 | 33.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 696 | 35.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 680 | 32.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 670 | 32K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 668 | 31.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 624 | 29.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 571 | 28.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 504 | 25.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 481 | 24.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 456 | 23.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Value Equity Index Fund GuideStone Funds | 430 | 20.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 419 | 21.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 401 | 19.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 400 | 20.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 393 | 18.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 384 | 18.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 382 | 18.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 358 | 17.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 345 | 17.7K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 311 | 16K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 290 | 13.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 288 | 14.6K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 285 | 13.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 282 | 14.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 273 | 13.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 270 | 13.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 262 | 12.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 261 | 118.8K SEK | 0.00 % | as of Mar 31, 2026 ↗ |
| The Frontier Economic Fund ETF Series Solutions | 246 | 12.5K $ | 0.34 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 242 | 12.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 219 | 11.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Wilmington Large-Cap Strategy Fund Wilmington Funds | 213 | 10.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 213 | 10.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 205 | 9.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 200 | 9.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 179 | 8.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 178 | 8.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 167 | 8.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 154 | 7.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 153 | 7.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 152 | 7.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 152 | 7.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 141 | 6.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 135 | 6.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap Growth Fund I Principal Funds, Inc | 129 | 6.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 89 | 4.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 86 | 4.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 72 | 3.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 71 | 3.6K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 68 | 3.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 65 | 3.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 62 | 3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 50 | 2.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 48 | 2.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 47 | 2.4K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 40 | 2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 34 | 1.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 28 | 1.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 15 | 759.9 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 11 | 525.6 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 9 | 455.9 $ | 0.00 % | as of Feb 28, 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