Titelia

Fund shareholders of U-Haul Holding Co

ISIN US0235865062 · United States · LEI 5493003WIDMLDHYC6Y24

Fund shareholders
245
Of which ETFs
66 179 other funds
Value held
1.5B $ 31.9M SEK

This issuer has other securities : U-Haul Holding Co (US0235861004)

FundSharesValueWeight in fund
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 3,013,616134.6M $0.01 %as of Mar 31, 2026 ↗
AMG Yacktman Fund AMG Funds 2,950,000131.8M $1.91 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 2,234,19799.8M $0.06 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 2,144,000102.2M $0.65 %as of Apr 30, 2026 ↗
Smead Value Fund Smead Funds Trust 1,984,11193.6M $2.13 %as of Feb 27, 2026 ↗
AMG Yacktman Focused Fund AMG Funds 1,640,00073.3M $2.55 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,425,46863.7M $0.11 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 1,215,47254.3M $0.07 %as of Mar 31, 2026 ↗
Fidelity Value Fund Fidelity Capital Trust 1,168,00255.7M $0.57 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 550,39926M $0.06 %as of Feb 28, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 539,68425.7M $0.67 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 524,30023.4M $3.59 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 483,94023.1M $0.17 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 482,70021.6M $2.65 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 436,74120.8M $0.13 %as of Apr 30, 2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 411,84319.6M $0.07 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 389,34417.4M $0.04 %as of Mar 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 385,00017.2M $4.75 %as of Mar 31, 2026 ↗
Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS 384,10018.3M $2.26 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 374,38617.9M $0.04 %as of Apr 30, 2026 ↗
Scharf ETF Advisors Series Trust 321,61414.4M $2.13 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 312,57514.9M $0.08 %as of Apr 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 310,27514.8M $0.20 %as of Apr 30, 2026 ↗
Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II 303,75013.6M $2.28 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 298,18714.1M $2.32 %as of Feb 28, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 296,08014M $0.10 %as of Feb 28, 2026 ↗
iShares U.S. Transportation ETF iShares Trust 291,84313.9M $0.69 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 278,68713.3M $0.04 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 268,80812.8M $0.03 %as of Apr 30, 2026 ↗
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 268,40012.7M $0.66 %as of Feb 28, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 265,89312.7M $4.15 %as of Apr 30, 2026 ↗
iShares Russell Mid-Cap Growth ETF iShares Trust 259,09311.6M $0.06 %as of Mar 31, 2026 ↗
Artisan Mid Cap Value Fund Artisan Partners Funds Inc. 246,89211M $2.25 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 244,51211.7M $0.03 %as of Apr 30, 2026 ↗
Carillon Scout Mid Cap Fund Carillon Series Trust 202,5929M $0.24 %as of Mar 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 194,1158.7M $0.52 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 183,6418.7M $0.01 %as of Feb 28, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 175,1508.4M $1.28 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Value Fund Fidelity Devonshire Trust 161,5697.7M $0.37 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 160,7557.7M $0.05 %as of Apr 30, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 158,6437.1M $0.01 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 155,6007M $1.31 %as of Mar 31, 2026 ↗
VIP Value Strategies Portfolio Variable Insurance Products Fund III 152,7006.8M $0.67 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST 152,5846.8M $2.55 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 143,6716.8M $0.01 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 142,7346.4M $0.01 %as of Mar 31, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 142,0456.3M $1.79 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 141,2006.3M $1.59 %as of Mar 31, 2026 ↗
Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust 134,5686.4M $4.30 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 128,9866.2M $0.04 %as of Apr 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 126,5235.7M $0.01 %as of Mar 31, 2026 ↗
Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. 122,9285.5M $1.20 %as of Mar 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 119,6975.7M $1.00 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 116,0395.5M $0.01 %as of Feb 28, 2026 ↗
Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 111,6505.3M $0.68 %as of Apr 30, 2026 ↗
Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST 104,7004.7M $2.08 %as of Mar 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 92,5924.1M $0.03 %as of Mar 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 90,2624.3M $0.01 %as of Apr 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 88,4804.2M $0.02 %as of Feb 28, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 81,4703.9M $0.29 %as of Apr 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 79,0533.5M $0.07 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 75,4643.6M $0.02 %as of Apr 30, 2026 ↗
VIP Value Portfolio Variable Insurance Products Fund 74,4263.3M $0.55 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 71,4993.4M $0.04 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 71,3813.2M $0.01 %as of Mar 31, 2026 ↗
HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ 71,1503.2M $4.22 %as of Mar 31, 2026 ↗
Scharf Global Opportunity ETF Advisors Series Trust 68,0863M $2.04 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 65,0753.1M $0.01 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 64,6353M $0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 63,5073M $0.01 %as of Feb 28, 2026 ↗
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 62,4983M $1.13 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 61,5042.9M $0.06 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 60,5282.7M $0.01 %as of Mar 31, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 57,2472.7M $0.02 %as of Feb 28, 2026 ↗
Avantis U.S. Large Cap Value ETF American Century ETF Trust 55,1362.6M $0.02 %as of Feb 28, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 55,1162.6M $0.00 %as of Apr 30, 2026 ↗
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 54,6542.6M $0.01 %as of Apr 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 53,4062.4M $0.01 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 52,5542.5M $0.01 %as of Apr 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 50,9962.3M $0.00 %as of Mar 31, 2026 ↗
AMG Yacktman Global Fund AMG Funds 50,0002.2M $1.11 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 49,2862.4M $0.02 %as of Apr 30, 2026 ↗
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 46,9052.1M $0.06 %as of Mar 31, 2026 ↗
Fidelity Advisor Value Fund Fidelity Advisor Series I 45,8732.2M $0.58 %as of Apr 30, 2026 ↗
Reinhart Mid Cap PMV Fund Managed Portfolio Series 44,8402.1M $2.26 %as of Feb 28, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 40,7401.9M $0.03 %as of Feb 28, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 40,1041.9M $0.22 %as of Apr 30, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 39,2791.9M $0.09 %as of Apr 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 39,2531.9M $0.02 %as of Feb 28, 2026 ↗
iShares Russell 2500 ETF iShares Trust 38,1921.7M $0.07 %as of Mar 31, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 38,0381.8M $0.31 %as of Apr 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 36,9091.8M $0.02 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 35,3961.6M $0.06 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 34,0871.6M $0.07 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 34,0841.6M $0.01 %as of Feb 28, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 33,3001.5M $0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 32,5691.6M $0.01 %as of Apr 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 31,8241.5M $0.02 %as of Apr 30, 2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 31,2931.5M $0.07 %as of Apr 30, 2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 29,7581.4M $0.50 %as of Apr 30, 2026 ↗

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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.

FundWeight in fund
BRUCE FUND Bruce Fund, Inc. 4.75 %as of Mar 31, 2026 ↗
Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust 4.30 %as of Apr 30, 2026 ↗
HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ 4.22 %as of Mar 31, 2026 ↗
Third Avenue Real Estate Value Fund Third Avenue Trust 4.15 %as of Apr 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 3.59 %as of Mar 31, 2026 ↗
AMG Yacktman Special Opportunities Fund AMG Funds 3.37 %as of Mar 31, 2026 ↗
Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ 2.65 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST 2.55 %as of Mar 31, 2026 ↗
AMG Yacktman Focused Fund AMG Funds 2.55 %as of Mar 31, 2026 ↗
Reinhart Genesis PMV Fund Managed Portfolio Series 2.32 %as of Feb 28, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2239-633,293,338+3.4 %
2026Q1245-3232,183,325-1.8 %
2025Q4277-232,785,240+0.8 %
2025Q3279-532,539,598+0.5 %
2025Q2284+1132,393,323-0.0 %
2025Q1273-832,400,293-2.3 %
2024Q4281-733,159,404-1.0 %
2024Q3288-1233,492,147-1.7 %
2024Q2300+834,071,823-1.3 %
2024Q1292+1734,506,014+1.0 %
2023Q427534,153,016

Institutional managers

287 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
YACKTMAN ASSET MANAGEMENT LP6,048,331270.2M $as of Mar 31, 2026
BlackRock, Inc.4,610,849206M $as of Mar 31, 2026
FMR LLC4,522,899202M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP4,309,918192.5M $as of Mar 31, 2026
ABRAMS CAPITAL MANAGEMENT, L.P.3,251,469145.2M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC3,171,129141.7M $as of Mar 31, 2026
Smead Capital Management, Inc.2,146,42595.9M $as of Mar 31, 2026
STATE STREET CORP1,899,13384.8M $as of Mar 31, 2026
REINHART PARTNERS, LLC.1,833,01881.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,792,00980.1M $as of Mar 31, 2026
THOMPSON SIEGEL & WALMSLEY LLC1,408,24762.9K $as of Mar 31, 2026
Southpoint Capital Advisors LP1,138,00050.8M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.1,010,48945.1M $as of Mar 31, 2026
Artisan Partners Limited Partnership970,66343.4M $as of Mar 31, 2026
Scharf Investments, LLC888,94139.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC840,19437.5M $as of Mar 31, 2026
NORTHERN TRUST CORP542,88824.3M $as of Mar 31, 2026
Wallace Capital Management Inc.541,89024.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC473,99521.2M $as of Mar 31, 2026
Tweedy, Browne Co LLC463,33220.7M $as of Mar 31, 2026
Bruce & Co., Inc.452,00020.2M $as of Mar 31, 2026
Tidal Investments LLC389,70017.4M $as of Mar 31, 2026
Tensile Capital Management LP381,39517M $as of Mar 31, 2026
DigitalBridge Group, Inc.347,90015.5M $as of Mar 31, 2026
MORGAN STANLEY334,59314.9M $as of Mar 31, 2026
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Titelia. "Fund shareholders of U-Haul Holding Co". https://titelia.com/en/stocks/u-haul-holding-co-US0235865062