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 | |
|---|---|---|---|---|
| iShares Russell 3000 ETF iShares Trust | 26,835 | 1.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 25,500 | 10.9M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 23,139 | 1.2M $ | 0.01 % | as of May 31, 2026 ↗ |
| Storebrand Global All Countries Storebrand Asset Management AS | 22,866 | 9.7M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 22,241 | 1.4M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 21,459 | 1.3M $ | 0.46 % | as of Jul 31, 2026 ↗ |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 20,600 | 1.3M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 20,416 | 1.2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Growth ETF iShares Trust | 20,016 | 1.2M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AMG Yacktman Special Opportunities Fund AMG Funds | 20,000 | 1.2M $ | 5.01 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 19,993 | 1.3M $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 18,852 | 1.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 18,722 | 973.9K $ | 0.16 % | as of May 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 18,697 | 1.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 18,450 | 1.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 18,047 | 1.1M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 17,941 | 1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 17,775 | 1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,906 | 879.5K $ | 0.01 % | as of May 31, 2026 ↗ |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 16,325 | 1M $ | 0.16 % | as of Jul 31, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 16,171 | 1M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 16,165 | 1M $ | 0.43 % | as of Jul 31, 2026 ↗ |
| Scharf Multi-Asset Opportunity Fund Advisors Series Trust | 16,142 | 931.4K $ | 1.95 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,075 | 1M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,215 | 952.2K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 14,951 | 935.6K $ | 0.15 % | as of Jul 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,700 | 764.7K $ | 0.06 % | as of May 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 14,576 | 912.2K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 14,147 | 885.3K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 12,915 | 745.2K $ | 2.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 12,652 | 658.2K $ | 0.01 % | as of May 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 12,586 | 787.6K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,554 | 724.4K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| MML VIP Franklin Templeton Equity Fund MML Series Investment Fund II | 12,200 | 703.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 11,881 | 685.5K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,231 | 702.8K $ | 0.31 % | as of Jul 31, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 11,159 | 4.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 10,523 | 607.2K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,463 | 603.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 10,190 | 637.7K $ | 0.07 % | as of Jul 31, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 10,124 | 526.7K $ | 0.07 % | as of May 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 9,522 | 549.4K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 9,409 | 542.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 9,368 | 540.5K $ | 0.27 % | as of Jun 30, 2026 ↗ |
| SPP Generation 60-tal Storebrand Asset Management AS | 9,054 | 3.9M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,886 | 512.7K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 8,500 | 490.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,402 | 437.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 7,953 | 458.9K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 7,927 | 412.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 7,900 | 455.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 7,885 | 455K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 7,741 | 446.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,711 | 444.9K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 7,599 | 438.5K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 7,250 | 418.3K $ | 0.51 % | as of Jun 30, 2026 ↗ |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 7,053 | 441.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,895 | 397.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,558 | 410.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,494 | 374.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 6,371 | 331.4K $ | 0.05 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,943 | 342.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 5,700 | 328.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| SPP Generation 70-tal Storebrand Asset Management AS | 5,631 | 2.4M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 5,606 | 323.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 5,500 | 344.2K $ | 0.31 % | as of Jul 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 5,242 | 302.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,227 | 301.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 5,037 | 262K $ | 0.06 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 4,693 | 270.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,657 | 242.3K $ | 0.02 % | as of May 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,374 | 273.7K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 4,299 | 269K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 4,201 | 262.9K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,104 | 213.5K $ | 0.03 % | as of May 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 3,871 | 223.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,851 | 241K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,821 | 198.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 187.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 3,596 | 207.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,447 | 179.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 3,302 | 190.5K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 3,298 | 206.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 3,223 | 201.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 3,142 | 163.4K $ | 0.02 % | as of May 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,941 | 153K $ | 0.01 % | as of May 31, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 2,910 | 167.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,851 | 164.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| M Large Cap Value Fund NORTHERN LIGHTS FUND TRUST II | 2,700 | 155.8K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,588 | 149.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,565 | 148K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 2,552 | 159.7K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 2,498 | 156.3K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,484 | 155.4K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 2,432 | 126.5K $ | 0.02 % | as of May 31, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,270 | 131K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 2,148 | 134.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,030 | 105.6K $ | 0.02 % | as of May 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 1,833 | 105.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 1,780 | 102.7K $ | 0.02 % | as of Jun 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 | |
|---|---|---|
| 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