Funds holding U-Haul Holding Co
245 funds declare a position · 66 ETFs and 179 other funds · 1.5B $· 31.9M SEK · US0235865062
Other lines from the same issuer : U-Haul Holding Co (US0235861004)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,013,616 | 134.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 2 | AMG Yacktman Fund AMG Funds | 2,950,000 | 131.8M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,234,197 | 99.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 2,144,000 | 102.2M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 5 | Smead Value Fund Smead Funds Trust | 1,984,111 | 93.6M $ | 2.13 % | as of Feb 27, 2026 · Original filing |
| 6 | AMG Yacktman Focused Fund AMG Funds | 1,640,000 | 73.3M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| 7 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,425,468 | 63.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,215,472 | 54.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 9 | Fidelity Value Fund Fidelity Capital Trust | 1,168,002 | 55.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| 10 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 550,399 | 26M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 11 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 539,684 | 25.7M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| 12 | Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 524,300 | 23.4M $ | 3.59 % | as of Mar 31, 2026 · Original filing |
| 13 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 483,940 | 23.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 14 | Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 482,700 | 21.6M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| 15 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 436,741 | 20.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 16 | THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 411,843 | 19.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Russell Mid-Cap ETF iShares Trust | 389,344 | 17.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 18 | BRUCE FUND Bruce Fund, Inc. | 385,000 | 17.2M $ | 4.75 % | as of Mar 31, 2026 · Original filing |
| 19 | Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 384,100 | 18.3M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| 20 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 374,386 | 17.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 21 | Scharf ETF Advisors Series Trust | 321,614 | 14.4M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| 22 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 312,575 | 14.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 23 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 310,275 | 14.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 24 | Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 303,750 | 13.6M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| 25 | Reinhart Genesis PMV Fund Managed Portfolio Series | 298,187 | 14.1M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| 26 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 296,080 | 14M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 27 | iShares U.S. Transportation ETF iShares Trust | 291,843 | 13.9M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| 28 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,687 | 13.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 29 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 268,808 | 12.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 30 | Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 268,400 | 12.7M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| 31 | Third Avenue Real Estate Value Fund Third Avenue Trust | 265,893 | 12.7M $ | 4.15 % | as of Apr 30, 2026 · Original filing |
| 32 | iShares Russell Mid-Cap Growth ETF iShares Trust | 259,093 | 11.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 33 | Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 246,892 | 11M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| 34 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,512 | 11.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 35 | Carillon Scout Mid Cap Fund Carillon Series Trust | 202,592 | 9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| 36 | JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 194,115 | 8.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| 37 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 183,641 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 38 | Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 175,150 | 8.4M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 39 | Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 161,569 | 7.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| 40 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 160,755 | 7.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 41 | iShares Russell 1000 Growth ETF iShares Trust | 158,643 | 7.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 42 | Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 155,600 | 7M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 43 | VIP Value Strategies Portfolio Variable Insurance Products Fund III | 152,700 | 6.8M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| 44 | State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 152,584 | 6.8M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 143,671 | 6.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 46 | iShares Russell 1000 Value ETF iShares Trust | 142,734 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 47 | FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 142,045 | 6.3M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| 48 | Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 141,200 | 6.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| 49 | Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust | 134,568 | 6.4M $ | 4.30 % | as of Apr 30, 2026 · Original filing |
| 50 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 128,986 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 51 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 126,523 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. | 122,928 | 5.5M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| 53 | Embark Small Cap Equity Fund Harbor Funds II | 119,697 | 5.7M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| 54 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 116,039 | 5.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 55 | Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 111,650 | 5.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 56 | Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 104,700 | 4.7M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| 57 | iShares Russell Mid-Cap Value ETF iShares Trust | 92,592 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 58 | Nuveen Equity Index Fund TIAA-CREF Funds | 90,262 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 59 | Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 88,480 | 4.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 60 | First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 81,470 | 3.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| 61 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 79,053 | 3.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 62 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 75,464 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 63 | VIP Value Portfolio Variable Insurance Products Fund | 74,426 | 3.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| 64 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 71,499 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 65 | iShares Russell 1000 ETF iShares Trust | 71,381 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 71,150 | 3.2M $ | 4.22 % | as of Mar 31, 2026 · Original filing |
| 67 | Scharf Global Opportunity ETF Advisors Series Trust | 68,086 | 3M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| 68 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 65,075 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 69 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 64,635 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 70 | VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,507 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 71 | First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 62,498 | 3M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| 72 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 61,504 | 2.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 73 | Large Cap Index Master Portfolio Master Investment Portfolio | 60,528 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 57,247 | 2.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 75 | Avantis U.S. Large Cap Value ETF American Century ETF Trust | 55,136 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 76 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 55,116 | 2.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 54,654 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 53,406 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 79 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 52,554 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 50,996 | 2.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 81 | AMG Yacktman Global Fund AMG Funds | 50,000 | 2.2M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| 82 | Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 49,286 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 83 | Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 46,905 | 2.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 84 | Fidelity Advisor Value Fund Fidelity Advisor Series I | 45,873 | 2.2M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 85 | Reinhart Mid Cap PMV Fund Managed Portfolio Series | 44,840 | 2.1M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| 86 | Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 40,740 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 87 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,104 | 1.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| 88 | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 39,279 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 89 | Avantis U.S. Equity ETF American Century ETF Trust | 39,253 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 90 | iShares Russell 2500 ETF iShares Trust | 38,192 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 91 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,038 | 1.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 92 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 36,909 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 93 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 35,396 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 94 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 34,087 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 95 | VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,084 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 33,300 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 97 | Schwab 1000 Index Fund SCHWAB INVESTMENTS | 32,569 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 98 | Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 31,824 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 99 | Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 31,293 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 100 | iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 29,758 | 1.4M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
Institutional managers
287 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |
| 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 |
| RAYMOND JAMES FINANCIAL INC | 317,927 | 14.2M $ | as of Mar 31, 2026 |