Fund shareholders of U-Haul Holding Co
ISIN US0235865062 · United States · LEI 5493003WIDMLDHYC6Y24
- Fund shareholders
- 250
- Of which ETFs
- 66 184 other funds
- Value held
- ≈ 1.8B $ 1.8B $ · 31.9M SEK
This issuer has other securities: U-Haul Holding Co (US0235861004)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,981,916 | 172.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Fund AMG Funds | 2,950,000 | 170.2M $ | 2.34 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,220,853 | 128.1M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Smead Value Fund Smead Funds Trust | 1,684,940 | 87.7M $ | 2.26 % | as of May 29, 2026 ↗ |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 1,653,824 | 103.5M $ | 0.60 % | as of Jul 31, 2026 ↗ |
| AMG Yacktman Focused Fund AMG Funds | 1,640,000 | 94.6M $ | 3.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,409,874 | 81.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,242,031 | 71.7M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 1,058,725 | 66.3M $ | 0.63 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 554,791 | 28.9M $ | 0.07 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 509,645 | 31.9M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 501,260 | 31.4M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 455,500 | 26.3M $ | 3.23 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 415,338 | 24M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 411,843 | 25.8M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 397,492 | 24.9M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 383,150 | 24M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 366,802 | 23M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| BRUCE FUND Bruce Fund, Inc. | 360,000 | 20.8M $ | 5.53 % | as of Jun 30, 2026 ↗ |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 339,084 | 21.2M $ | 0.57 % | as of Jul 31, 2026 ↗ |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 313,187 | 16.3M $ | 2.28 % | as of May 31, 2026 ↗ |
| Scharf ETF Advisors Series Trust | 306,335 | 17.7M $ | 2.72 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 296,305 | 15.4M $ | 0.11 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 295,100 | 15.4M $ | 0.70 % | as of May 31, 2026 ↗ |
| iShares U.S. Transportation ETF iShares Trust | 286,765 | 17.9M $ | 0.80 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,687 | 17.4M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 273,508 | 17.1M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 268,808 | 16.8M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 262,940 | 16.5M $ | 5.42 % | as of Jul 31, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 251,900 | 15.8M $ | 2.03 % | as of Jul 31, 2026 ↗ |
| Hotchkis & Wiley Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 245,600 | 14.2M $ | 1.58 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 224,502 | 14M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 218,137 | 12.6M $ | 2.80 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 214,622 | 12.4M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 199,115 | 11.5M $ | 0.57 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 183,641 | 9.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 175,623 | 10.1M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 161,569 | 10.1M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 158,862 | 9.2M $ | 2.50 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 149,648 | 7.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 147,487 | 8.5M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 144,720 | 8.4M $ | 0.69 % | as of Jun 30, 2026 ↗ |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 141,200 | 8.1M $ | 2.08 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 139,400 | 8.7M $ | 1.34 % | as of Jul 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 139,245 | 8M $ | 2.38 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 137,820 | 8.6M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 129,947 | 8.1M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 129,515 | 7.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 125,350 | 7.2M $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. | 122,928 | 7.1M $ | 1.50 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust | 120,731 | 7.6M $ | 3.35 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 118,833 | 6.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 99,035 | 5.2M $ | 0.02 % | as of May 31, 2026 ↗ |
| Embark Small Cap Equity Fund Harbor Funds II | 94,087 | 5.9M $ | 0.93 % | as of Jul 31, 2026 ↗ |
| LargeCap Value Fund III Principal Funds, Inc | 90,207 | 5.6M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 84,037 | 4.8M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 83,733 | 5.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 79,550 | 5M $ | 0.60 % | as of Jul 31, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 77,100 | 4.4M $ | 1.98 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 71,499 | 4.5M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 70,211 | 4.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 67,075 | 4.2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| VIP Value Portfolio Variable Insurance Products Fund | 66,755 | 3.9M $ | 0.56 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 65,593 | 3.4M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,179 | 3.3M $ | 0.01 % | as of May 31, 2026 ↗ |
| Scharf Global Opportunity ETF Advisors Series Trust | 61,519 | 3.5M $ | 2.22 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 61,504 | 3.8M $ | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 61,418 | 3.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 60,528 | 3.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 54,997 | 2.9M $ | 0.02 % | as of May 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 54,957 | 3.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 54,146 | 3.4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 53,553 | 3.4M $ | 0.24 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 51,072 | 2.9M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Global Fund AMG Funds | 50,000 | 2.9M $ | 1.32 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 49,002 | 2.8M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 46,347 | 2.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 43,163 | 2.2M $ | 0.02 % | as of May 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 42,520 | 2.7M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 41,740 | 2.2M $ | 2.47 % | as of May 31, 2026 ↗ |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 40,527 | 2.5M $ | 0.63 % | as of Jul 31, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,104 | 2.5M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 40,023 | 2.5M $ | 0.93 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 39,305 | 2.5M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,038 | 2.4M $ | 0.37 % | as of Jul 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 37,960 | 2.4M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 36,596 | 2.1M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 36,042 | 2.3M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,164 | 1.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 35,100 | 2.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fundamental Family Office Allocation Fund ADVISORS' INNER CIRCLE III | 35,089 | 2M $ | 3.03 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 34,723 | 2.2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 34,504 | 1.8M $ | 0.03 % | as of May 31, 2026 ↗ |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 33,322 | 2.1M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 33,300 | 1.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 32,569 | 2M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 32,427 | 1.7M $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 32,357 | 2M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 30,981 | 1.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 28,441 | 1.8M $ | 0.01 % | as of Jul 31, 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 | |
|---|---|---|
| BRUCE FUND Bruce Fund, Inc. | 5.53 % | as of Jun 30, 2026 ↗ |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 5.42 % | as of Jul 31, 2026 ↗ |
| AMG Yacktman Special Opportunities Fund AMG Funds | 5.01 % | as of Jun 30, 2026 ↗ |
| Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust | 3.35 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 3.23 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Focused Fund AMG Funds | 3.07 % | as of Jun 30, 2026 ↗ |
| Fundamental Family Office Allocation Fund ADVISORS' INNER CIRCLE III | 3.03 % | as of Jun 30, 2026 ↗ |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 2.80 % | as of Jun 30, 2026 ↗ |
| Scharf ETF Advisors Series Trust | 2.72 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 2.50 % | 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 | 244 | +5 | 31,343,241 | -5.9 % |
| 2026Q2 | 239 | -6 | 33,293,338 | +3.4 % |
| 2026Q1 | 245 | -32 | 32,183,325 | -1.8 % |
| 2025Q4 | 277 | -2 | 32,785,240 | +0.8 % |
| 2025Q3 | 279 | -5 | 32,539,598 | +0.5 % |
| 2025Q2 | 284 | +11 | 32,393,323 | -0.0 % |
| 2025Q1 | 273 | -8 | 32,400,293 | -2.3 % |
| 2024Q4 | 281 | -7 | 33,159,404 | -1.0 % |
| 2024Q3 | 288 | -12 | 33,492,147 | -1.7 % |
| 2024Q2 | 300 | +8 | 34,071,823 | -1.3 % |
| 2024Q1 | 292 | +17 | 34,506,014 | +1.0 % |
| 2023Q4 | 275 | 34,153,016 |
Institutional managers
287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| YACKTMAN ASSET MANAGEMENT LP | 6,048,331 | 270.2M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 4,610,849 | 206M $ | as of Mar 31, 2026 |
| FMR LLC | 4,522,899 | 202M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,309,918 | 192.5M $ | as of Mar 31, 2026 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | 3,251,469 | 145.2M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3,171,129 | 141.7M $ | as of Mar 31, 2026 |
| Smead Capital Management, Inc. | 2,146,425 | 95.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,899,133 | 84.8M $ | as of Mar 31, 2026 |
| REINHART PARTNERS, LLC. | 1,833,018 | 81.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,792,009 | 80.1M $ | as of Mar 31, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | 1,408,247 | 62.9K $ | as of Mar 31, 2026 |
| Southpoint Capital Advisors LP | 1,138,000 | 50.8M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,010,489 | 45.1M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 970,663 | 43.4M $ | as of Mar 31, 2026 |
| Scharf Investments, LLC | 888,941 | 39.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 840,194 | 37.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 542,888 | 24.3M $ | as of Mar 31, 2026 |
| Wallace Capital Management Inc. | 541,890 | 24.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 473,995 | 21.2M $ | as of Mar 31, 2026 |
| Tweedy, Browne Co LLC | 463,332 | 20.7M $ | as of Mar 31, 2026 |
| Bruce & Co., Inc. | 452,000 | 20.2M $ | as of Mar 31, 2026 |
| Tidal Investments LLC | 389,700 | 17.4M $ | as of Mar 31, 2026 |
| Tensile Capital Management LP | 381,395 | 17M $ | as of Mar 31, 2026 |
| DigitalBridge Group, Inc. | 347,900 | 15.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 334,593 | 14.9M $ | 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-US0235865062